Jolley Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,150
| Closed | -$109K | – | 155 |
|
|
2016
Q2 | $109K | Buy |
2,150
+435
| +25% | +$22.1K | 0.09% | 73 |
|
|
2016
Q1 | $80K | Buy |
1,715
+1,600
| +1,391% | +$74.6K | 0.07% | 71 |
|
|
2015
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 107 |
|
|
2015
Q3 | $4K | Hold |
115
| – | – | ﹤0.01% | 104 |
|
|
2015
Q2 | $4K | Hold |
115
| – | – | ﹤0.01% | 110 |
|
|
2015
Q1 | $4K | Sell |
115
-305
| -73% | -$10.6K | ﹤0.01% | 110 |
|
|
2014
Q4 | $17K | Sell |
420
-335
| -44% | -$13.6K | 0.01% | 96 |
|
|
2014
Q3 | $29K | Hold |
755
| – | – | 0.02% | 86 |
|
|
2014
Q2 | $28K | Buy |
755
+58
| +8% | +$2.15K | 0.02% | 95 |
|
|
2014
Q1 | $25K | Buy |
697
+2
| +0.3% | +$72 | 0.02% | 90 |
|
|
2013
Q4 | $25K | Sell |
695
-91,669
| -99% | -$3.3M | 0.02% | 88 |
|
|
2013
Q3 | $2.94M | Sell |
92,364
-2,279
| -2% | -$72.5K | 2.45% | 26 |
|
|
2013
Q2 | $3.23M | Buy |
+94,643
| New | +$3.23M | 2.62% | 22 |
|