Kelly Lawrence W & Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,800
| Closed | -$93K | – | 190 |
|
|
2017
Q1 | $93K | Sell |
1,800
-1,394
| -44% | -$72K | 0.02% | 111 |
|
|
2016
Q4 | $176K | Sell |
3,194
-1,412
| -31% | -$77.8K | 0.04% | 92 |
|
|
2016
Q3 | $226K | Sell |
4,606
-494
| -10% | -$24.2K | 0.05% | 88 |
|
|
2016
Q2 | $259K | Hold |
5,100
| – | – | 0.06% | 86 |
|
|
2016
Q1 | $238K | Hold |
5,100
| – | – | 0.06% | 83 |
|
|
2015
Q4 | $209K | Hold |
5,100
| – | – | 0.05% | 90 |
|
|
2015
Q3 | $199K | Hold |
5,100
| – | – | 0.05% | 90 |
|
|
2015
Q2 | $184K | Hold |
5,100
| – | – | 0.04% | 91 |
|
|
2015
Q1 | $192K | Sell |
5,100
-6,700
| -57% | -$252K | 0.04% | 84 |
|
|
2014
Q4 | $468K | Hold |
11,800
| – | – | 0.1% | 61 |
|
|
2014
Q3 | $448K | Sell |
11,800
-3,650
| -24% | -$139K | 0.1% | 62 |
|
|
2014
Q2 | $579K | Hold |
15,450
| – | – | 0.12% | 57 |
|
|
2014
Q1 | $558K | Buy |
15,450
+2,400
| +18% | +$86.7K | 0.13% | 57 |
|
|
2013
Q4 | $471K | Hold |
13,050
| – | – | 0.1% | 62 |
|
|
2013
Q3 | $415K | Sell |
13,050
-6,100
| -32% | -$194K | 0.1% | 62 |
|
|
2013
Q2 | $654K | Buy |
+19,150
| New | +$654K | 0.17% | 54 |
|