Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,714
Closed -$430K 4065
2024
Q2
$408K Buy
+5,714
New +$427K ﹤0.01% 2364
2022
Q3
Sell
-11,299
Closed -$941K 6077
2022
Q2
$957K Buy
+11,299
New +$946K ﹤0.01% 3147
2021
Q4
Sell
-12,804
Closed -$985K 5781
2021
Q3
$1M Buy
+12,804
New +$977K ﹤0.01% 2591
2020
Q3
Sell
-21,584
Closed -$1.26M 4860
2020
Q2
$1.18M Buy
+21,584
New +$1.13M ﹤0.01% 1948
2019
Q3
Sell
-1,671
Closed -$123K 4282
2019
Q2
$118K Buy
+1,671
New +$119K ﹤0.01% 3087

Other funds holding SYY