Montecito Bank & Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,316
| Closed | -$369K | – | 211 |
|
|
2019
Q4 | $369K | Buy |
4,316
+10
| +0.2% | +$855 | 0.1% | 166 |
|
|
2019
Q3 | $342K | Buy |
4,306
+286
| +7% | +$22.7K | 0.1% | 172 |
|
|
2019
Q2 | $284K | Hold |
4,020
| – | – | 0.09% | 184 |
|
|
2019
Q1 | $268K | Sell |
4,020
-2,342
| -37% | -$156K | 0.08% | 190 |
|
|
2018
Q4 | $399K | Sell |
6,362
-2,508
| -28% | -$157K | 0.14% | 141 |
|
|
2018
Q3 | $650K | Buy |
8,870
+2,584
| +41% | +$189K | 0.19% | 108 |
|
|
2018
Q2 | $430K | Buy |
6,286
+2,564
| +69% | +$175K | 0.14% | 130 |
|
|
2018
Q1 | $223K | Buy |
+3,722
| New | +$223K | 0.07% | 176 |
|
|
2017
Q3 | – | Sell |
-4,448
| Closed | -$224K | – | 177 |
|
|
2017
Q2 | $224K | Buy |
4,448
+358
| +9% | +$18K | 0.08% | 170 |
|
|
2017
Q1 | $212K | Hold |
4,090
| – | – | 0.08% | 173 |
|
|
2016
Q4 | $226K | Hold |
4,090
| – | – | 0.08% | 164 |
|
|
2016
Q3 | $200K | Hold |
4,090
| – | – | 0.08% | 165 |
|
|
2016
Q2 | $208K | Buy |
+4,090
| New | +$208K | 0.09% | 165 |
|