Point View Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $230K | Buy |
+3,102
| New | +$230K | 0.09% | 235 |
|
2020
Q1 | – | Sell |
-3,202
| Closed | -$274K | – | 278 |
|
2019
Q4 | $274K | Sell |
3,202
-63
| -2% | -$5.39K | 0.11% | 216 |
|
2019
Q3 | $259K | Sell |
3,265
-332
| -9% | -$26.3K | 0.12% | 218 |
|
2019
Q2 | $254K | Sell |
3,597
-344
| -9% | -$24.3K | 0.11% | 218 |
|
2019
Q1 | $263K | Sell |
3,941
-142
| -3% | -$9.48K | 0.12% | 206 |
|
2018
Q4 | $256K | Hold |
4,083
| – | – | 0.13% | 198 |
|
2018
Q3 | $299K | Sell |
4,083
-86
| -2% | -$6.3K | 0.13% | 197 |
|
2018
Q2 | $285K | Sell |
4,169
-100
| -2% | -$6.84K | 0.13% | 197 |
|
2018
Q1 | $256K | Sell |
4,269
-35
| -0.8% | -$2.1K | 0.12% | 201 |
|
2017
Q4 | $261K | Hold |
4,304
| – | – | 0.12% | 197 |
|
2017
Q3 | $233K | Sell |
4,304
-793
| -16% | -$42.9K | 0.11% | 210 |
|
2017
Q2 | $257K | Hold |
5,097
| – | – | 0.13% | 195 |
|
2017
Q1 | $265K | Buy |
5,097
+540
| +12% | +$28.1K | 0.14% | 192 |
|
2016
Q4 | $252K | Sell |
4,557
-154
| -3% | -$8.52K | 0.15% | 180 |
|
2016
Q3 | $231K | Hold |
4,711
| – | – | 0.14% | 189 |
|
2016
Q2 | $239K | Sell |
4,711
-255
| -5% | -$12.9K | 0.14% | 191 |
|
2016
Q1 | $232K | Buy |
4,966
+9
| +0.2% | +$420 | 0.15% | 183 |
|
2015
Q4 | $203K | Buy |
+4,957
| New | +$203K | 0.15% | 185 |
|