JOYN 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 |
-3,489
| Closed | -$298K | – | 135 |
|
2019
Q4 | $298K | Sell |
3,489
-11
| -0.3% | -$940 | 0.06% | 80 |
|
2019
Q3 | $278K | Buy |
3,500
+40
| +1% | +$3.18K | 0.06% | 79 |
|
2019
Q2 | $232K | Sell |
3,460
-258
| -7% | -$17.3K | 0.05% | 105 |
|
2019
Q1 | $248K | Sell |
3,718
-123
| -3% | -$8.2K | 0.06% | 86 |
|
2018
Q4 | $241K | Sell |
3,841
-1,864
| -33% | -$117K | 0.05% | 92 |
|
2018
Q3 | $418K | Sell |
5,705
-1,039
| -15% | -$76.1K | 0.08% | 66 |
|
2018
Q2 | $461K | Sell |
6,744
-5,254
| -44% | -$359K | 0.1% | 59 |
|
2018
Q1 | $719K | Sell |
11,998
-1,460
| -11% | -$87.5K | 0.15% | 43 |
|
2017
Q4 | $817K | Buy |
+13,458
| New | +$817K | 0.17% | 51 |
|