Monroe Bank & Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,131
| Closed | -$77K | – | 215 |
|
|
2018
Q2 | $77K | Buy |
1,131
+181
| +19% | +$12.3K | 0.02% | 131 |
|
|
2018
Q1 | $57K | Hold |
950
| – | – | 0.02% | 149 |
|
|
2017
Q4 | $58K | Buy |
+950
| New | +$58K | 0.02% | 148 |
|
|
2017
Q3 | – | Sell |
-950
| Closed | -$48K | – | 229 |
|
|
2017
Q2 | $48K | Hold |
950
| – | – | 0.02% | 160 |
|
|
2017
Q1 | $49K | Hold |
950
| – | – | 0.02% | 160 |
|
|
2016
Q4 | $53K | Buy |
+950
| New | +$53K | 0.02% | 166 |
|
|
2016
Q2 | – | Sell |
-950
| Closed | -$44K | – | 288 |
|
|
2016
Q1 | $44K | Sell |
950
-320
| -25% | -$14.8K | 0.02% | 181 |
|
|
2015
Q4 | $52K | Hold |
1,270
| – | – | 0.02% | 176 |
|
|
2015
Q3 | $49K | Buy |
1,270
+320
| +34% | +$12.3K | 0.02% | 177 |
|
|
2015
Q2 | $34K | Hold |
950
| – | – | 0.01% | 193 |
|
|
2015
Q1 | $36K | Hold |
950
| – | – | 0.01% | 188 |
|
|
2014
Q4 | $38K | Buy |
+950
| New | +$38K | 0.01% | 190 |
|
|
2014
Q3 | – | Sell |
-950
| Closed | -$36K | – | 251 |
|
|
2014
Q2 | $36K | Hold |
950
| – | – | 0.01% | 213 |
|
|
2014
Q1 | $34K | Hold |
950
| – | – | 0.01% | 222 |
|
|
2013
Q4 | $34K | Hold |
950
| – | – | 0.01% | 202 |
|
|
2013
Q3 | $30K | Hold |
950
| – | – | 0.01% | 203 |
|
|
2013
Q2 | $32K | Buy |
+950
| New | +$32K | 0.01% | 197 |
|