Lake Point Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8K | Hold |
90
| – | – | ﹤0.01% | 177 |
|
|
2022
Q1 | $7K | Hold |
90
| – | – | ﹤0.01% | 215 |
|
|
2021
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 228 |
|
|
2021
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 212 |
|
|
2021
Q2 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 220 |
|
|
2020
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 200 |
|
|
2019
Q4 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 303 |
|
|
2019
Q1 | – | Sell |
-3,066
| Closed | -$192K | – | 849 |
|
|
2018
Q4 | $192K | Buy |
+3,066
| New | +$192K | 0.07% | 159 |
|