Planning Directions’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,597
| Closed | -$220K | – | 70 |
|
|
2022
Q2 | $220K | Buy |
2,597
+12
| +0.5% | +$1.02K | 0.17% | 64 |
|
|
2022
Q1 | $211K | Sell |
2,585
-305
| -11% | -$24.9K | 0.15% | 75 |
|
|
2021
Q4 | $227K | Buy |
2,890
+15
| +0.5% | +$1.18K | 0.15% | 73 |
|
|
2021
Q3 | $226K | Buy |
2,875
+15
| +0.5% | +$1.18K | 0.16% | 67 |
|
|
2021
Q2 | $222K | Buy |
2,860
+14
| +0.5% | +$1.09K | 0.16% | 66 |
|
|
2021
Q1 | $224K | Buy |
2,846
+114
| +4% | +$8.97K | 0.18% | 59 |
|
|
2020
Q4 | $203K | Buy |
+2,732
| New | +$203K | 0.16% | 60 |
|
|
2020
Q1 | – | Sell |
-3,157
| Closed | -$270K | – | 87 |
|
|
2019
Q4 | $270K | Buy |
3,157
+112
| +4% | +$9.58K | 0.25% | 47 |
|
|
2019
Q3 | $242K | Buy |
+3,045
| New | +$242K | 0.23% | 48 |
|