Marshwinds Advisory’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $257K | Sell |
4,100
-100
| -2% | -$6.27K | 0.14% | 108 |
|
|
2018
Q3 | $308K | Sell |
4,200
-250
| -6% | -$18.3K | 0.14% | 111 |
|
|
2018
Q2 | $304K | Hold |
4,450
| – | – | 0.14% | 111 |
|
|
2018
Q1 | $267K | Hold |
4,450
| – | – | 0.13% | 119 |
|
|
2017
Q4 | $270K | Hold |
4,450
| – | – | 0.12% | 119 |
|
|
2017
Q3 | $240K | Sell |
4,450
-200
| -4% | -$10.8K | 0.11% | 124 |
|
|
2017
Q2 | $234K | Sell |
4,650
-151
| -3% | -$7.6K | 0.11% | 126 |
|
|
2017
Q1 | $249K | Hold |
4,801
| – | – | 0.12% | 120 |
|
|
2016
Q4 | $266K | Sell |
4,801
-200
| -4% | -$11.1K | 0.13% | 120 |
|
|
2016
Q3 | $245K | Sell |
5,001
-100
| -2% | -$4.9K | 0.12% | 122 |
|
|
2016
Q2 | $259K | Hold |
5,101
| – | – | 0.13% | 120 |
|
|
2016
Q1 | $238K | Sell |
5,101
-624
| -11% | -$29.1K | 0.12% | 123 |
|
|
2015
Q4 | $235K | Sell |
5,725
-150
| -3% | -$6.16K | 0.12% | 124 |
|
|
2015
Q3 | $229K | Buy |
+5,875
| New | +$229K | 0.12% | 128 |
|