King Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-9,950
| Closed | -$375K | – | 93 |
|
|
2015
Q1 | $375K | Sell |
9,950
-2,300
| -19% | -$86.7K | 0.18% | 81 |
|
|
2014
Q4 | $487K | Hold |
12,250
| – | – | 0.22% | 74 |
|
|
2014
Q3 | $465K | Hold |
12,250
| – | – | 0.21% | 77 |
|
|
2014
Q2 | $459K | Buy |
12,250
+1,900
| +18% | +$71.2K | 0.2% | 78 |
|
|
2014
Q1 | $374K | Hold |
10,350
| – | – | 0.17% | 81 |
|
|
2013
Q4 | $374K | Hold |
10,350
| – | – | 0.17% | 89 |
|
|
2013
Q3 | $329K | Buy |
10,350
+650
| +7% | +$20.7K | 0.14% | 106 |
|
|
2013
Q2 | $331K | Buy |
+9,700
| New | +$331K | 0.14% | 95 |
|