L.J. Altfest & Co’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,700
| Closed | -$346K | – | 168 |
|
|
2017
Q4 | $346K | Hold |
5,700
| – | – | 0.13% | 119 |
|
|
2017
Q3 | $308K | Hold |
5,700
| – | – | 0.15% | 119 |
|
|
2017
Q2 | $287K | Hold |
5,700
| – | – | 0.17% | 118 |
|
|
2017
Q1 | $296K | Hold |
5,700
| – | – | 0.12% | 110 |
|
|
2016
Q4 | $316K | Sell |
5,700
-160
| -3% | -$8.87K | 0.16% | 106 |
|
|
2016
Q3 | $287K | Sell |
5,860
-77
| -1% | -$3.77K | 0.19% | 104 |
|
|
2016
Q2 | $301K | Buy |
+5,937
| New | +$301K | 0.21% | 98 |
|
|
2016
Q1 | – | Sell |
-5,860
| Closed | -$240K | – | 93 |
|
|
2015
Q4 | $240K | Hold |
5,860
| – | – | 0.23% | 86 |
|
|
2015
Q3 | $228K | Sell |
5,860
-840
| -13% | -$32.7K | 0.23% | 86 |
|
|
2015
Q2 | $242K | Hold |
6,700
| – | – | 0.22% | 84 |
|
|
2015
Q1 | $253K | Sell |
6,700
-83
| -1% | -$3.13K | 0.24% | 81 |
|
|
2014
Q4 | $269K | Buy |
+6,783
| New | +$269K | 0.22% | 88 |
|
|
2014
Q2 | – | Sell |
-5,943
| Closed | -$210K | – | 86 |
|
|
2014
Q1 | $210K | Sell |
5,943
-127
| -2% | -$4.49K | 0.2% | 97 |
|
|
2013
Q4 | $219K | Buy |
+6,070
| New | +$219K | 0.19% | 99 |
|