Lenox Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-80
| Closed | -$3K | – | 798 |
|
|
2020
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 566 |
|
|
2019
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 518 |
|
|
2019
Q2 | $5K | Sell |
80
-400
| -83% | -$25K | ﹤0.01% | 516 |
|
|
2019
Q1 | $32K | Buy |
480
+298
| +164% | +$19.9K | 0.01% | 279 |
|
|
2018
Q4 | $5K | Buy |
182
+69
| +61% | +$1.9K | ﹤0.01% | 471 |
|
|
2018
Q3 | $20K | Buy |
113
+33
| +41% | +$5.84K | 0.01% | 327 |
|
|
2018
Q2 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 436 |
|