RPg Family Wealth Advisory’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-38,429
| Closed | -$3.16M | – | 95 |
|
2022
Q3 | $3.16M | Buy |
38,429
+127
| +0.3% | +$10.4K | 1.66% | 23 |
|
2022
Q2 | $3.26M | Sell |
38,302
-30
| -0.1% | -$2.56K | 1.95% | 18 |
|
2022
Q1 | $3.15M | Buy |
+38,332
| New | +$3.15M | 1.34% | 27 |
|
2017
Q1 | – | Sell |
-975
| Closed | -$54K | – | 329 |
|
2016
Q4 | $54K | Hold |
975
| – | – | 0.05% | 117 |
|
2016
Q3 | $47.8K | Hold |
975
| – | – | 0.03% | 121 |
|
2016
Q2 | $49.5K | Hold |
975
| – | – | 0.02% | 128 |
|
2016
Q1 | $45.6K | Hold |
975
| – | – | 0.04% | 134 |
|
2015
Q4 | $40K | Buy |
+975
| New | +$40K | 0.04% | 111 |
|