Sageworth Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-236
| Closed | -$18K | – | 578 |
|
|
2022
Q4 | $18K | Hold |
236
| – | – | ﹤0.01% | 182 |
|
|
2022
Q3 | $17K | Hold |
236
| – | – | ﹤0.01% | 174 |
|
|
2022
Q2 | $20K | Hold |
236
| – | – | ﹤0.01% | 196 |
|
|
2022
Q1 | $19K | Hold |
236
| – | – | ﹤0.01% | 147 |
|
|
2021
Q4 | $19K | Hold |
236
| – | – | ﹤0.01% | 191 |
|
|
2021
Q3 | $19K | Sell |
236
-2,844
| -92% | -$229K | ﹤0.01% | 380 |
|
|
2021
Q2 | $239K | Buy |
+3,080
| New | +$239K | 0.02% | 103 |
|
|
2019
Q2 | – | Sell |
-538
| Closed | -$36K | – | 269 |
|
|
2019
Q1 | $36K | Buy |
+538
| New | +$36K | ﹤0.01% | 101 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$1K | – | 173 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 109 |
|