PWAG
Polaris Wealth Advisory Group’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-287,732
| Closed | -$22.6M | – | 195 |
|
|
2021
Q4 | $22.6M | Sell |
287,732
-237,901
| -45% | -$18.7M | 1.3% | 33 |
|
|
2021
Q3 | $43.6M | Buy |
+525,633
| New | +$43.6M | 2.61% | 5 |
|
|
2020
Q4 | – | Sell |
-225,459
| Closed | -$14.3M | – | 205 |
|
|
2020
Q3 | $14.3M | Buy |
+225,459
| New | +$14.3M | 1.35% | 31 |
|
|
2020
Q2 | – | Sell |
-78,627
| Closed | -$3.59M | – | 161 |
|
|
2020
Q1 | $3.59M | Buy |
+78,627
| New | +$3.59M | 0.39% | 51 |
|
|
2018
Q4 | – | Sell |
-35
| Closed | -$3K | – | 420 |
|
|
2018
Q3 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 475 |
|