Optimal Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $983K | Buy |
12,523
+13
| +0.1% | +$1.02K | 0.12% | 235 |
|
2021
Q2 | $973K | Hold |
12,510
| – | – | 0.12% | 247 |
|
2021
Q1 | $985K | Sell |
12,510
-27,699
| -69% | -$2.18M | 0.13% | 235 |
|
2020
Q4 | $2.99M | Sell |
40,209
-34
| -0.1% | -$2.53K | 0.42% | 68 |
|
2020
Q3 | $2.5M | Sell |
40,243
-2,706
| -6% | -$168K | 0.36% | 84 |
|
2020
Q2 | $2.35M | Sell |
42,949
-61,481
| -59% | -$3.36M | 0.38% | 86 |
|
2020
Q1 | $4.77K | Buy |
104,430
+57,865
| +124% | +$2.64K | 0.45% | 61 |
|
2019
Q4 | $3.98M | Buy |
+46,565
| New | +$3.98M | 0.6% | 33 |
|