Progressive Investment Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,003
| Closed | -$540K | – | 37 |
|
|
2018
Q1 | $540K | Sell |
9,003
-1,584
| -15% | -$95K | 0.36% | 34 |
|
|
2017
Q4 | $643K | Sell |
10,587
-259
| -2% | -$15.7K | 0.43% | 40 |
|
|
2017
Q3 | $585K | Buy |
10,846
+2,415
| +29% | +$130K | 0.44% | 41 |
|
|
2017
Q2 | $424K | Buy |
8,431
+102
| +1% | +$5.13K | 0.33% | 43 |
|
|
2017
Q1 | $432K | Hold |
8,329
| – | – | 0.36% | 44 |
|
|
2016
Q4 | $461K | Sell |
8,329
-88
| -1% | -$4.87K | 0.42% | 48 |
|
|
2016
Q3 | $413K | Hold |
8,417
| – | – | 0.38% | 48 |
|
|
2016
Q2 | $427K | Buy |
8,417
+412
| +5% | +$20.9K | 0.41% | 50 |
|
|
2016
Q1 | $374K | Hold |
8,005
| – | – | 0.38% | 54 |
|
|
2015
Q4 | $328K | Hold |
8,005
| – | – | 0.35% | 61 |
|
|
2015
Q3 | $312K | Sell |
8,005
-412
| -5% | -$16.1K | 0.36% | 63 |
|
|
2015
Q2 | $304K | Sell |
8,417
-928
| -10% | -$33.5K | 0.33% | 65 |
|
|
2015
Q1 | $352K | Buy |
+9,345
| New | +$352K | 1.22% | 39 |
|