Intercontinental Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-186
| Closed | -$14K | – | 288 |
|
|
2019
Q4 | $14K | Sell |
186
-354
| -66% | -$26.6K | 0.01% | 249 |
|
|
2019
Q3 | $43K | Buy |
540
+312
| +137% | +$24.8K | 0.03% | 228 |
|
|
2019
Q2 | $16K | Hold |
228
| – | – | 0.01% | 293 |
|
|
2019
Q1 | $15K | Hold |
228
| – | – | 0.01% | 329 |
|
|
2018
Q4 | $14K | Buy |
+228
| New | +$14K | 0.01% | 336 |
|