Rowland Carmichael Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,810
| Closed | -$208K | – | 369 |
|
|
2020
Q2 | $208K | Buy |
+3,810
| New | +$208K | 0.09% | 255 |
|
|
2020
Q1 | – | Sell |
-3,850
| Closed | -$329K | – | 356 |
|
|
2019
Q4 | $329K | Buy |
3,850
+36
| +0.9% | +$3.08K | 0.11% | 208 |
|
|
2019
Q3 | $303K | Buy |
3,814
+69
| +2% | +$5.48K | 0.1% | 215 |
|
|
2019
Q2 | $265K | Hold |
3,745
| – | – | 0.09% | 226 |
|
|
2019
Q1 | $250K | Sell |
3,745
-935
| -20% | -$62.4K | 0.09% | 217 |
|
|
2018
Q4 | $293K | Hold |
4,680
| – | – | 0.13% | 176 |
|
|
2018
Q3 | $343K | Sell |
4,680
-2,210
| -32% | -$162K | 0.13% | 179 |
|
|
2018
Q2 | $471K | Hold |
6,890
| – | – | 0.2% | 136 |
|
|
2018
Q1 | $413K | Hold |
6,890
| – | – | 0.23% | 136 |
|
|
2017
Q4 | $418K | Hold |
6,890
| – | – | 0.22% | 139 |
|
|
2017
Q3 | $372K | Hold |
6,890
| – | – | 0.21% | 151 |
|
|
2017
Q2 | $347K | Hold |
6,890
| – | – | 0.2% | 152 |
|
|
2017
Q1 | $358K | Sell |
6,890
-128
| -2% | -$6.65K | 0.22% | 139 |
|
|
2016
Q4 | $389K | Hold |
7,018
| – | – | 0.23% | 135 |
|
|
2016
Q3 | $344K | Sell |
7,018
-1,773
| -20% | -$86.9K | 0.22% | 138 |
|
|
2016
Q2 | $446K | Buy |
+8,791
| New | +$446K | 0.28% | 117 |
|