KDI Capital Partners’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 |
-6,600
| Closed | -$414K | – | 55 |
|
2018
Q4 | $414K | Sell |
6,600
-4,700
| -42% | -$295K | 0.14% | 49 |
|
2018
Q3 | $828K | Sell |
11,300
-6,700
| -37% | -$491K | 0.26% | 45 |
|
2018
Q2 | $1.23M | Hold |
18,000
| – | – | 0.39% | 41 |
|
2018
Q1 | $1.08M | Buy |
+18,000
| New | +$1.08M | 0.35% | 42 |
|
2017
Q4 | – | Sell |
-27,700
| Closed | -$1.49M | – | 63 |
|
2017
Q3 | $1.49M | Hold |
27,700
| – | – | 0.5% | 45 |
|
2017
Q2 | $1.39M | Buy |
+27,700
| New | +$1.39M | 0.48% | 48 |
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$117K | – | 44 |
|
2015
Q3 | $117K | Hold |
3,000
| – | – | 0.03% | 43 |
|
2015
Q2 | $108K | Hold |
3,000
| – | – | 0.03% | 41 |
|
2015
Q1 | $113K | Buy |
+3,000
| New | +$113K | 0.03% | 43 |
|