LFS
Legacy Financial Strategies’s Sysco SYY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-23,040
| Closed | -$1.88M | – | 70 |
|
2022
Q1 | $1.88M | Buy |
23,040
+6,835
| +42% | +$558K | 0.8% | 21 |
|
2021
Q4 | $1.27M | Buy |
+16,205
| New | +$1.27M | 0.55% | 37 |
|
2021
Q2 | – | Sell |
-18,939
| Closed | -$1.49M | – | 64 |
|
2021
Q1 | $1.49M | Buy |
18,939
+15
| +0.1% | +$1.18K | 0.79% | 16 |
|
2020
Q4 | $1.41M | Buy |
18,924
+73
| +0.4% | +$5.42K | 0.72% | 16 |
|
2020
Q3 | $1.17M | Buy |
18,851
+839
| +5% | +$52.2K | 0.68% | 22 |
|
2020
Q2 | $985K | Buy |
+18,012
| New | +$985K | 0.76% | 21 |
|