Monterey Private Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,579
| Closed | -$218K | – | 106 |
|
|
2022
Q2 | $218K | Buy |
2,579
+52
| +2% | +$4.4K | 0.12% | 91 |
|
|
2022
Q1 | $210K | Buy |
+2,527
| New | +$210K | 0.1% | 118 |
|
|
2021
Q4 | – | Sell |
-2,516
| Closed | -$203K | – | 109 |
|
|
2021
Q3 | $203K | Buy |
+2,516
| New | +$203K | 0.11% | 97 |
|
|
2021
Q2 | – | Sell |
-2,511
| Closed | -$207K | – | 102 |
|
|
2021
Q1 | $207K | Buy |
+2,511
| New | +$207K | 0.11% | 93 |
|
|
2020
Q1 | – | Sell |
-2,508
| Closed | -$215K | – | 80 |
|
|
2019
Q4 | $215K | Buy |
+2,508
| New | +$215K | 0.17% | 77 |
|