Mid Atlantic Financial Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $757K | Sell |
9,645
-615
| -6% | -$48.3K | 0.05% | 337 |
|
2021
Q2 | $798K | Buy |
10,260
+1,234
| +14% | +$96K | 0.05% | 317 |
|
2021
Q1 | $711K | Sell |
9,026
-694
| -7% | -$54.7K | 0.05% | 340 |
|
2020
Q4 | $722K | Buy |
9,720
+148
| +2% | +$11K | 0.06% | 307 |
|
2020
Q3 | $680K | Buy |
9,572
+2,146
| +29% | +$152K | 0.06% | 288 |
|
2020
Q2 | $406K | Buy |
7,426
+286
| +4% | +$15.6K | 0.04% | 391 |
|
2020
Q1 | $326K | Buy |
7,140
+3,147
| +79% | +$144K | 0.04% | 415 |
|
2019
Q4 | $342K | Sell |
3,993
-1,482
| -27% | -$127K | 0.03% | 492 |
|
2019
Q3 | $435K | Buy |
5,475
+883
| +19% | +$70.2K | 0.05% | 383 |
|
2019
Q2 | $325K | Hold |
4,592
| – | – | 0.03% | 498 |
|
2019
Q1 | $307K | Buy |
4,592
+281
| +7% | +$18.8K | 0.03% | 503 |
|
2018
Q4 | $270K | Buy |
+4,311
| New | +$270K | 0.03% | 499 |
|