IBEX Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,787
| Closed | -$519K | – | 310 |
|
|
2024
Q1 | $519K | Buy |
+6,787
| New | +$519K | 0.14% | 87 |
|
|
2023
Q1 | – | Sell |
-6,787
| Closed | -$519K | – | 168 |
|
|
2022
Q4 | $519K | Buy |
+6,787
| New | +$519K | 0.12% | 123 |
|
|
2021
Q4 | – | Sell |
-51
| Closed | -$4K | – | 404 |
|
|
2021
Q3 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 412 |
|
|
2021
Q2 | – | Sell |
-47,066
| Closed | -$3.71M | – | 196 |
|
|
2021
Q1 | $3.71M | Buy |
47,066
+6,152
| +15% | +$484K | 0.91% | 47 |
|
|
2020
Q4 | $3.04M | Buy |
+40,914
| New | +$3.04M | 0.79% | 54 |
|