Lighthouse Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-33,677
| Closed | -$2.5M | – | 120 |
|
|
2020
Q4 | $2.5M | Buy |
33,677
+503
| +2% | +$37.3K | 0.85% | 42 |
|
|
2020
Q3 | $2.06M | Buy |
33,174
+1,208
| +4% | +$75.2K | 0.79% | 44 |
|
|
2020
Q2 | $1.73M | Buy |
31,966
+1,872
| +6% | +$101K | 0.73% | 46 |
|
|
2020
Q1 | $1.37M | Buy |
30,094
+4,269
| +17% | +$194K | 0.83% | 43 |
|
|
2019
Q4 | $2.21M | Buy |
+25,825
| New | +$2.21M | 1.04% | 22 |
|