MinichMacGregor Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-400
| Closed | -$30.6K | – | 581 |
|
|
2022
Q4 | $30.6K | Buy |
+400
| New | +$30.6K | 0.01% | 238 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$29K | – | 470 |
|
|
2018
Q3 | $29K | Sell |
400
-29
| -7% | -$2.1K | 0.02% | 172 |
|
|
2018
Q2 | $29K | Hold |
429
| – | – | 0.02% | 171 |
|
|
2018
Q1 | $25K | Hold |
429
| – | – | 0.02% | 186 |
|
|
2017
Q4 | $26K | Hold |
429
| – | – | 0.02% | 174 |
|
|
2017
Q3 | $23K | Hold |
429
| – | – | 0.02% | 185 |
|
|
2017
Q2 | $21K | Sell |
429
-5
| -1% | -$245 | 0.02% | 187 |
|
|
2017
Q1 | $22K | Buy |
434
+2
| +0.5% | +$101 | 0.02% | 177 |
|
|
2016
Q4 | $23K | Hold |
432
| – | – | 0.02% | 165 |
|
|
2016
Q3 | $21K | Hold |
432
| – | – | 0.02% | 182 |
|
|
2016
Q2 | $21K | Hold |
432
| – | – | 0.02% | 175 |
|
|
2016
Q1 | $20K | Buy |
432
+32
| +8% | +$1.48K | 0.02% | 177 |
|
|
2015
Q4 | $14K | Buy |
+400
| New | +$14K | 0.01% | 199 |
|