Omnia 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 |
-54
| Closed | -$4K | – | 468 |
|
|
2019
Q1 | $4K | Buy |
54
+19
| +54% | +$1.41K | ﹤0.01% | 357 |
|
|
2018
Q4 | $2K | Sell |
35
-166
| -83% | -$9.49K | ﹤0.01% | 446 |
|
|
2018
Q3 | $15K | Buy |
201
+166
| +474% | +$12.4K | 0.01% | 224 |
|
|
2018
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 464 |
|
|
2018
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 482 |
|
|
2017
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 494 |
|
|
2017
Q3 | $2K | Sell |
35
-70
| -67% | -$4K | ﹤0.01% | 508 |
|
|
2017
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 419 |
|
|
2017
Q1 | $5K | Hold |
105
| – | – | ﹤0.01% | 402 |
|
|
2016
Q4 | $6K | Buy |
+105
| New | +$6K | ﹤0.01% | 351 |
|