San Luis Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,982
| Closed | -$666K | – | 148 |
|
|
2023
Q2 | $666K | Sell |
8,982
-5,151
| -36% | -$382K | 0.24% | 102 |
|
|
2023
Q1 | $1.09M | Buy |
+14,133
| New | +$1.09M | 0.42% | 65 |
|
|
2022
Q2 | – | Sell |
-1,761
| Closed | -$138K | – | 381 |
|
|
2022
Q1 | $138K | Buy |
+1,761
| New | +$138K | 0.07% | 179 |
|
|
2020
Q4 | $355K | Buy |
+4,778
| New | +$355K | 0.23% | 104 |
|