Measured Wealth Private Client Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,349
| Closed | -$655K | – | 135 |
|
|
2020
Q1 | $655K | Buy |
+14,349
| New | +$655K | 0.51% | 35 |
|
|
2019
Q3 | – | Sell |
-4,769
| Closed | -$337K | – | 198 |
|
|
2019
Q2 | $337K | Sell |
4,769
-872
| -15% | -$61.6K | 0.19% | 114 |
|
|
2019
Q1 | $377K | Buy |
+5,641
| New | +$377K | 0.23% | 97 |
|
|
2018
Q4 | – | Sell |
-4,052
| Closed | -$296K | – | 635 |
|
|
2018
Q3 | $296K | Sell |
4,052
-821
| -17% | -$60K | 0.18% | 111 |
|
|
2018
Q2 | $332K | Buy |
+4,873
| New | +$332K | 0.27% | 83 |
|