Liberty Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,551
| Closed | -$122K | – | 995 |
|
|
2021
Q3 | $122K | Buy |
1,551
+15
| +1% | +$1.18K | 0.04% | 249 |
|
|
2021
Q2 | $119K | Sell |
1,536
-3
| -0.2% | -$232 | 0.05% | 189 |
|
|
2021
Q1 | $110K | Hold |
1,539
| – | – | 0.05% | 168 |
|
|
2020
Q4 | $110K | Buy |
1,539
+39
| +3% | +$2.79K | 0.05% | 166 |
|
|
2020
Q3 | $93K | Buy |
+1,500
| New | +$93K | 0.05% | 166 |
|
|
2020
Q1 | – | Sell |
-216
| Closed | -$18K | – | 987 |
|
|
2019
Q4 | $18K | Buy |
216
+14
| +7% | +$1.17K | 0.01% | 430 |
|
|
2019
Q3 | $16K | Sell |
202
-1,499
| -88% | -$119K | 0.02% | 434 |
|
|
2019
Q2 | $120K | Buy |
1,701
+1,501
| +751% | +$106K | 0.11% | 149 |
|
|
2019
Q1 | $13K | Buy |
+200
| New | +$13K | 0.01% | 400 |
|