Keystone Financial Planning’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,971
| Closed | -$740K | – | 45 |
|
|
2020
Q4 | $740K | Sell |
9,971
-298
| -3% | -$22.1K | 0.31% | 32 |
|
|
2020
Q3 | $639K | Sell |
10,269
-15,443
| -60% | -$961K | 0.31% | 33 |
|
|
2020
Q2 | $1.41M | Sell |
25,712
-106,333
| -81% | -$5.81M | 0.69% | 33 |
|
|
2020
Q1 | $6.03M | Buy |
+132,045
| New | +$6.03M | 3.45% | 12 |
|
|
2016
Q2 | – | Sell |
-18,480
| Closed | -$864K | – | 47 |
|
|
2016
Q1 | $864K | Sell |
18,480
-29,823
| -62% | -$1.39M | 0.62% | 35 |
|
|
2015
Q4 | $1.98M | Sell |
48,303
-45,335
| -48% | -$1.86M | 1.5% | 29 |
|
|
2015
Q3 | $3.65M | Sell |
93,638
-44,405
| -32% | -$1.73M | 2.95% | 21 |
|
|
2015
Q2 | $4.98M | Buy |
138,043
+1,176
| +0.9% | +$42.5K | 3.81% | 6 |
|
|
2015
Q1 | $5.16M | Buy |
136,867
+551
| +0.4% | +$20.8K | 3.93% | 5 |
|
|
2014
Q4 | $5.41M | Buy |
136,316
+1,548
| +1% | +$61.4K | 3.99% | 5 |
|
|
2014
Q3 | $5.11M | Buy |
134,768
+1,422
| +1% | +$54K | 3.86% | 7 |
|
|
2014
Q2 | $4.99M | Buy |
133,346
+14,985
| +13% | +$561K | 3.76% | 7 |
|
|
2014
Q1 | $4.28M | Buy |
118,361
+13,449
| +13% | +$486K | 3.31% | 14 |
|
|
2013
Q4 | $3.79M | Buy |
+104,912
| New | +$3.79M | 3.03% | 19 |
|