Independent Solutions Wealth Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,649
Closed -$282K 235
2023
Q1
$282K Sell
3,649
-1,177
-24% -$90.9K 0.08% 169
2022
Q4
$369K Sell
4,826
-517
-10% -$39.5K 0.11% 144
2022
Q3
$378K Buy
5,343
+1,601
+43% +$113K 0.12% 138
2022
Q2
$317K Buy
+3,742
New +$317K 0.1% 157