Integrated Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $370K | Buy |
7,133
+1
| +0% | +$52 | 0.12% | 163 |
|
|
2016
Q4 | $395K | Hold |
7,132
| – | – | 0.15% | 154 |
|
|
2016
Q3 | $350K | Buy |
7,132
+500
| +8% | +$24.5K | 0.13% | 151 |
|
|
2016
Q2 | $337K | Hold |
6,632
| – | – | 0.13% | 150 |
|
|
2016
Q1 | $310K | Hold |
6,632
| – | – | 0.13% | 137 |
|
|
2015
Q4 | $272K | Hold |
6,632
| – | – | 0.12% | 139 |
|
|
2015
Q3 | $258K | Hold |
6,632
| – | – | 0.11% | 146 |
|
|
2015
Q2 | $239K | Sell |
6,632
-443
| -6% | -$16K | 0.09% | 167 |
|
|
2015
Q1 | $266K | Buy |
+7,075
| New | +$266K | 0.11% | 145 |
|