M Holdings Securities’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-5,128
| Closed | -$396K | – | 402 |
|
2023
Q1 | $396K | Hold |
5,128
| – | – | 0.04% | 210 |
|
2022
Q4 | $393K | Buy |
5,128
+71
| +1% | +$5.44K | 0.04% | 295 |
|
2022
Q3 | $358K | Sell |
5,057
-341
| -6% | -$24.1K | 0.04% | 297 |
|
2022
Q2 | $457K | Sell |
5,398
-241
| -4% | -$20.4K | 0.05% | 264 |
|
2022
Q1 | $460K | Buy |
+5,639
| New | +$460K | 0.03% | 312 |
|
2021
Q2 | – | Sell |
-6,302
| Closed | -$496K | – | 443 |
|
2021
Q1 | $496K | Buy |
+6,302
| New | +$496K | 0.05% | 291 |
|
2014
Q4 | – | Sell |
-1,846
| Closed | -$83K | – | 404 |
|
2014
Q3 | $83K | Buy |
+1,846
| New | +$83K | 0.05% | 319 |
|