KLCM Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-6,200
| Closed | -$242K | – | 75 |
|
2015
Q3 | $242K | Hold |
6,200
| – | – | 0.09% | 60 |
|
2015
Q2 | $224K | Hold |
6,200
| – | – | 0.06% | 101 |
|
2015
Q1 | $234K | Buy |
+6,200
| New | +$234K | 0.07% | 62 |
|
2014
Q1 | – | Sell |
-19,450
| Closed | -$702K | – | 77 |
|
2013
Q4 | $702K | Sell |
19,450
-243,449
| -93% | -$8.79M | 0.19% | 35 |
|
2013
Q3 | $8.37M | Buy |
262,899
+21,450
| +9% | +$683K | 2.39% | 21 |
|
2013
Q2 | $8.25M | Buy |
+241,449
| New | +$8.25M | 2.6% | 19 |
|