Jackson Grant Investment Advisers’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,033
| Closed | -$65K | – | 256 |
|
|
2018
Q4 | $65K | Hold |
1,033
| – | – | 0.05% | 133 |
|
|
2018
Q3 | $76K | Hold |
1,033
| – | – | 0.05% | 129 |
|
|
2018
Q2 | $71K | Buy |
1,033
+6
| +0.6% | +$412 | 0.05% | 132 |
|
|
2018
Q1 | $62K | Buy |
1,027
+5
| +0.5% | +$302 | 0.04% | 135 |
|
|
2017
Q4 | $62K | Buy |
1,022
+6
| +0.6% | +$364 | 0.04% | 135 |
|
|
2017
Q3 | $55K | Buy |
1,016
+7
| +0.7% | +$379 | 0.04% | 134 |
|
|
2017
Q2 | $51K | Buy |
1,009
+6
| +0.6% | +$303 | 0.04% | 128 |
|
|
2017
Q1 | $52K | Buy |
1,003
+6
| +0.6% | +$311 | 0.04% | 121 |
|
|
2016
Q4 | $55K | Buy |
997
+7
| +0.7% | +$386 | 0.05% | 121 |
|
|
2016
Q3 | $49K | Buy |
990
+6
| +0.6% | +$297 | 0.04% | 113 |
|
|
2016
Q2 | $50K | Buy |
984
+6
| +0.6% | +$305 | 0.04% | 107 |
|
|
2016
Q1 | $46K | Hold |
978
| – | – | 0.04% | 108 |
|
|
2015
Q4 | $40K | Buy |
+978
| New | +$40K | 0.04% | 116 |
|