KWB Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,603
| Closed | -$342K | – | 142 |
|
|
2023
Q3 | $342K | Hold |
4,603
| – | – | 0.05% | 96 |
|
|
2023
Q2 | $342K | Buy |
4,603
+157
| +4% | +$11.6K | 0.05% | 96 |
|
|
2023
Q1 | $340K | Hold |
4,446
| – | – | 0.06% | 92 |
|
|
2022
Q4 | $340K | Buy |
+4,446
| New | +$340K | 0.06% | 86 |
|
|
2022
Q3 | – | Sell |
-2,548
| Closed | -$216K | – | 110 |
|
|
2022
Q2 | $216K | Buy |
+2,548
| New | +$216K | 0.04% | 96 |
|