Ranch Capital Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$24K | – | 529 |
|
|
2021
Q3 | $24K | Buy |
+300
| New | +$24K | 0.02% | 357 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$39K | – | 464 |
|
|
2021
Q1 | $39K | Hold |
500
| – | – | 0.03% | 338 |
|
|
2020
Q4 | $37K | Sell |
500
-147
| -23% | -$10.9K | 0.03% | 337 |
|
|
2020
Q3 | $40K | Hold |
647
| – | – | 0.03% | 324 |
|
|
2020
Q2 | $38K | Sell |
647
-1,750
| -73% | -$103K | 0.03% | 350 |
|
|
2020
Q1 | $109K | Sell |
2,397
-91
| -4% | -$4.14K | 0.11% | 175 |
|
|
2019
Q4 | $213K | Sell |
2,488
-266
| -10% | -$22.8K | 0.17% | 131 |
|
|
2019
Q3 | $219K | Buy |
+2,754
| New | +$219K | 0.23% | 123 |
|