Reliance Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-3,328
| Closed | -$209K | – | 15 |
|
2018
Q4 | $209K | Sell |
3,328
-47
| -1% | -$2.95K | 5.22% | 11 |
|
2018
Q3 | $247K | Hold |
3,375
| – | – | 4.88% | 9 |
|
2018
Q2 | $230K | Buy |
+3,375
| New | +$230K | 5.05% | 11 |
|
2017
Q1 | – | Sell |
-3,726
| Closed | -$206K | – | 18 |
|
2016
Q4 | $206K | Buy |
+3,726
| New | +$206K | 3.41% | 18 |
|
2015
Q1 | – | Sell |
-7,683
| Closed | -$305K | – | 110 |
|
2014
Q4 | $305K | Buy |
7,683
+910
| +13% | +$36.1K | 0.36% | 89 |
|
2014
Q3 | $257K | Buy |
6,773
+4
| +0.1% | +$152 | 0.3% | 101 |
|
2014
Q2 | $254K | Sell |
6,769
-1,178
| -15% | -$44.2K | 0.29% | 104 |
|
2014
Q1 | $288K | Buy |
7,947
+98
| +1% | +$3.55K | 0.28% | 104 |
|
2013
Q4 | $284K | Sell |
7,849
-2,130
| -21% | -$77.1K | 0.27% | 98 |
|
2013
Q3 | $317K | Sell |
9,979
-3,841
| -28% | -$122K | 0.31% | 90 |
|
2013
Q2 | $471K | Buy |
+13,820
| New | +$471K | 0.31% | 77 |
|