Kalos Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-5,926
| Closed | -$426K | – | 261 |
|
2020
Q3 | $426K | Sell |
5,926
-2,197
| -27% | -$158K | 0.19% | 145 |
|
2020
Q2 | $493K | Buy |
8,123
+1
| +0% | +$61 | 0.21% | 120 |
|
2020
Q1 | $418K | Buy |
8,122
+39
| +0.5% | +$2.01K | 0.19% | 125 |
|
2019
Q4 | $691K | Buy |
8,083
+163
| +2% | +$13.9K | 0.25% | 108 |
|
2019
Q3 | $628K | Buy |
+7,920
| New | +$628K | 0.25% | 110 |
|
2016
Q1 | – | Hold |
0
| – | -$39K | – | 453 |
|
2015
Q4 | – | Hold |
0
| – | – | – | 237 |
|