Phillips Wealth Planners’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,932
Closed -$218K 159
2023
Q2
$218K Buy
2,932
+31
+1% +$2.3K 0.29% 135
2023
Q1
$223K Sell
2,901
-54
-2% -$4.15K 0.29% 132
2022
Q4
$231K Buy
+2,955
New +$231K 0.4% 90