Rational Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-75
| Closed | -$5K | – | 551 |
|
|
2020
Q3 | $5K | Sell |
75
-547
| -88% | -$36.5K | ﹤0.01% | 387 |
|
|
2020
Q2 | $34K | Buy |
+622
| New | +$34K | 0.02% | 217 |
|
|
2020
Q1 | – | Sell |
-102
| Closed | -$9K | – | 473 |
|
|
2019
Q4 | $9K | Sell |
102
-4,529
| -98% | -$400K | ﹤0.01% | 458 |
|
|
2019
Q3 | $368K | Buy |
4,631
+2,540
| +121% | +$202K | 0.14% | 171 |
|
|
2019
Q2 | $148K | Buy |
2,091
+373
| +22% | +$26.4K | 0.05% | 256 |
|
|
2019
Q1 | $115K | Sell |
1,718
-584
| -25% | -$39.1K | 0.03% | 250 |
|
|
2018
Q4 | $144K | Buy |
2,302
+1,029
| +81% | +$64.4K | 0.05% | 208 |
|
|
2018
Q3 | $93K | Buy |
1,273
+1,160
| +1,027% | +$84.7K | 0.02% | 243 |
|
|
2018
Q2 | $8K | Sell |
113
-43,464
| -100% | -$3.08M | ﹤0.01% | 371 |
|
|
2018
Q1 | $2.61M | Buy |
43,577
+29,077
| +201% | +$1.74M | 1.23% | 8 |
|
|
2017
Q4 | $881K | Hold |
14,500
| – | – | 0.46% | 83 |
|
|
2017
Q3 | $782K | Hold |
14,500
| – | – | 0.42% | 76 |
|
|
2017
Q2 | $730K | Sell |
14,500
-9,200
| -39% | -$463K | 0.45% | 82 |
|
|
2017
Q1 | $1.23M | Sell |
23,700
-1,300
| -5% | -$67.5K | 0.81% | 40 |
|
|
2016
Q4 | $1.38M | Sell |
25,000
-24,638
| -50% | -$1.36M | 1.32% | 20 |
|
|
2016
Q3 | $2.43M | Buy |
49,638
+8,888
| +22% | +$436K | 1.6% | 2 |
|
|
2016
Q2 | $2.07M | Buy |
+40,750
| New | +$2.07M | 1.43% | 18 |
|
|
2015
Q2 | – | Sell |
-51,000
| Closed | -$1.92M | – | 503 |
|
|
2015
Q1 | $1.92M | Buy |
+51,000
| New | +$1.92M | 0.47% | 72 |
|
|
2013
Q4 | $4.25M | Buy |
+117,650
| New | +$4.25M | 0.36% | 80 |
|