Mosaic Family Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-350
| Closed | -$23K | – | 555 |
|
2019
Q1 | $23K | Hold |
350
| – | – | 0.01% | 421 |
|
2018
Q4 | $22K | Hold |
350
| – | – | 0.01% | 419 |
|
2018
Q3 | $23K | Hold |
350
| – | – | 0.01% | 424 |
|
2018
Q2 | $24K | Hold |
350
| – | – | 0.01% | 440 |
|
2018
Q1 | $21K | Hold |
350
| – | – | 0.01% | 426 |
|
2017
Q4 | $21K | Hold |
350
| – | – | 0.01% | 443 |
|
2017
Q3 | $19K | Hold |
350
| – | – | 0.01% | 476 |
|
2017
Q2 | $18K | Hold |
350
| – | – | 0.01% | 434 |
|
2017
Q1 | $18K | Hold |
350
| – | – | 0.01% | 445 |
|
2016
Q4 | $19K | Hold |
350
| – | – | 0.01% | 439 |
|
2016
Q3 | $17K | Hold |
350
| – | – | 0.01% | 461 |
|
2016
Q2 | $18K | Hold |
350
| – | – | 0.01% | 459 |
|
2016
Q1 | $16K | Hold |
350
| – | – | 0.01% | 470 |
|
2015
Q4 | $14K | Buy |
+350
| New | +$14K | 0.01% | 490 |
|