Lumature Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $241K | Sell |
3,246
-5
| -0.2% | -$371 | 0.14% | 140 |
|
|
2023
Q1 | $251K | Buy |
3,251
+134
| +4% | +$10.3K | 0.14% | 130 |
|
|
2022
Q4 | $238K | Sell |
3,117
-83
| -3% | -$6.35K | 0.13% | 130 |
|
|
2022
Q3 | $226K | Buy |
3,200
+136
| +4% | +$9.61K | 0.12% | 134 |
|
|
2022
Q2 | $260K | Buy |
3,064
+31
| +1% | +$2.63K | 0.12% | 128 |
|
|
2022
Q1 | $248K | Buy |
3,033
+2,952
| +3,644% | +$241K | 0.1% | 142 |
|
|
2021
Q4 | $6K | Hold |
81
| – | – | ﹤0.01% | 363 |
|
|
2021
Q3 | $6K | Hold |
81
| – | – | ﹤0.01% | 367 |
|
|
2021
Q2 | $6K | Hold |
81
| – | – | ﹤0.01% | 319 |
|
|
2021
Q1 | $6K | Buy |
+81
| New | +$6K | ﹤0.01% | 307 |
|