Lucia Wealth Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,971
| Closed | -$813K | – | 202 |
|
|
2018
Q4 | $813K | Sell |
12,971
-5,756
| -31% | -$361K | 0.38% | 61 |
|
|
2018
Q3 | $1.37M | Sell |
18,727
-4,232
| -18% | -$310K | 0.43% | 59 |
|
|
2018
Q2 | $1.57M | Sell |
22,959
-24,337
| -51% | -$1.66M | 0.69% | 37 |
|
|
2018
Q1 | $2.84M | Buy |
47,296
+14,181
| +43% | +$850K | 0.92% | 40 |
|
|
2017
Q4 | $2.01M | Buy |
+33,115
| New | +$2.01M | 0.89% | 27 |
|