Laffer Tengler Investments’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 |
-591
| Closed | -$39K | – | 429 |
|
|
2023
Q3 | $39K | Buy |
+591
| New | +$39K | 0.01% | 251 |
|
|
2019
Q2 | – | Sell |
-41,178
| Closed | -$2.75M | – | 172 |
|
|
2019
Q1 | $2.75M | Hold |
41,178
| – | – | 0.74% | 45 |
|
|
2018
Q4 | $2.58M | Hold |
41,178
| – | – | 0.76% | 37 |
|
|
2018
Q3 | $3.02M | Hold |
41,178
| – | – | 0.75% | 35 |
|
|
2018
Q2 | $2.81M | Hold |
41,178
| – | – | 0.72% | 38 |
|
|
2018
Q1 | $2.47M | Buy |
+41,178
| New | +$2.47M | 0.61% | 67 |
|
|
2013
Q4 | – | Hold |
0
| – | -$5.06M | – | 241 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 229 |
|