Legacy Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-507
| Closed | -$34K | – | 805 |
|
|
2019
Q1 | $34K | Hold |
507
| – | – | 0.01% | 349 |
|
|
2018
Q4 | $32K | Buy |
507
+25
| +5% | +$1.58K | 0.01% | 321 |
|
|
2018
Q3 | $35K | Sell |
482
-312
| -39% | -$22.7K | 0.01% | 291 |
|
|
2018
Q2 | $56K | Hold |
794
| – | – | 0.02% | 233 |
|
|
2018
Q1 | $48K | Hold |
794
| – | – | 0.02% | 250 |
|
|
2017
Q4 | $48K | Buy |
+794
| New | +$48K | 0.02% | 250 |
|