Ropes Wealth Advisors’s Sysco SYY Stock Holding History

Ropes Wealth Advisors’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,624	Closed	-$1.01M	–	276
2023 Q2	$1.01M	Buy	13,624 +210	+2%	+$15.6K	0.17%	118
2023 Q1	$1.04M	Hold	13,414	–	–	0.19%	112
2022 Q4	$1.03M	Buy	13,414 +3,017	+29%	+$231K	0.18%	113
2022 Q3	$735K	Sell	10,397 -338	-3%	-$23.9K	0.15%	125
2022 Q2	$909K	Hold	10,735	–	–	0.19%	114
2022 Q1	$877K	Sell	10,735 -2,210	-17%	-$181K	0.15%	134
2021 Q4	$1.02M	Hold	12,945	–	–	0.18%	109
2021 Q3	$1.02M	Buy	12,945 +381	+3%	+$29.9K	0.16%	114
2021 Q2	$977K	Buy	12,564 +1,422	+13%	+$111K	0.15%	119
2021 Q1	$936K	Buy	11,142 +370	+3%	+$31.1K	0.16%	120
2020 Q4	$800K	Buy	10,772 +7,939	+280%	+$590K	0.12%	116
2020 Q3	$176K	Hold	2,833	–	–	0.03%	212
2020 Q2	$155K	Sell	2,833 -310	-10%	-$17K	0.03%	210
2020 Q1	$143K	Buy	3,143 +2,235	+246%	+$102K	0.04%	197
2019 Q4	$78K	Sell	908 -1,125	-55%	-$96.6K	0.02%	297
2019 Q3	$161K	Hold	2,033	–	–	0.03%	238
2019 Q2	$144K	Sell	2,033 -165	-8%	-$11.7K	0.03%	251
2019 Q1	$147K	Hold	2,198	–	–	0.04%	242
2018 Q4	$138K	Sell	2,198 -812	-27%	-$51K	0.04%	239
2018 Q3	$220K	Hold	3,010	–	–	0.05%	219
2018 Q2	$206K	Sell	3,010 -255	-8%	-$17.5K	0.06%	222
2018 Q1	$196K	Buy	3,265 +300	+10%	+$18K	0.05%	218
2017 Q4	$180K	Sell	2,965 -325	-10%	-$19.7K	0.05%	222
2017 Q3	$177K	Hold	3,290	–	–	0.05%	226
2017 Q2	$166K	Sell	3,290 -10,000	-75%	-$505K	0.05%	230
2017 Q1	$690K	Buy	13,290 +10,000	+304%	+$519K	0.2%	105
2016 Q4	$182K	Hold	3,290	–	–	0.06%	210
2016 Q3	$161K	Hold	3,290	–	–	0.05%	211
2016 Q2	$167K	Hold	3,290	–	–	0.06%	193
2016 Q1	$154K	Hold	3,290	–	–	0.07%	165
2015 Q4	$135K	Buy	3,290 +660	+25%	+$27.1K	0.06%	179
2015 Q3	$102K	Sell	2,630 -4,865	-65%	-$189K	0.05%	192
2015 Q2	$271K	Hold	7,495	–	–	0.15%	108
2015 Q1	$283K	Buy	+7,495	New	+$283K	0.15%	109