JGP Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-59,695
| Closed | -$4.7M | – | 166 |
|
|
2021
Q1 | $4.7M | Buy |
59,695
+473
| +0.8% | +$37.2K | 1.05% | 36 |
|
|
2020
Q4 | $4.53M | Buy |
59,222
+1,741
| +3% | +$133K | 1.05% | 36 |
|
|
2020
Q3 | $3.81M | Buy |
57,481
+1,611
| +3% | +$107K | 1.01% | 38 |
|
|
2020
Q2 | $2.97M | Buy |
55,870
+4,782
| +9% | +$254K | 0.87% | 43 |
|
|
2020
Q1 | $2.41M | Buy |
51,088
+3,286
| +7% | +$155K | 0.86% | 44 |
|
|
2019
Q4 | $4.03M | Buy |
47,802
+2,784
| +6% | +$235K | 1.19% | 39 |
|
|
2019
Q3 | $3.54M | Buy |
45,018
+458
| +1% | +$36K | 1.23% | 38 |
|
|
2019
Q2 | $3.15M | Buy |
44,560
+364
| +0.8% | +$25.7K | 1.12% | 42 |
|
|
2019
Q1 | $2.95M | Sell |
44,196
-2,819
| -6% | -$188K | 1.12% | 43 |
|
|
2018
Q4 | $2.95M | Buy |
47,015
+1,130
| +2% | +$70.8K | 1.22% | 33 |
|
|
2018
Q3 | $3.36M | Buy |
45,885
+89
| +0.2% | +$6.53K | 1.35% | 29 |
|
|
2018
Q2 | $3.13M | Buy |
+45,796
| New | +$3.13M | 1.3% | 30 |
|