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