Selective Wealth Management’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 |
-933
| Closed | -$66K | – | 658 |
|
|
2022
Q3 | $66K | Hold |
933
| – | – | 0.03% | 264 |
|
|
2022
Q2 | $79K | Hold |
933
| – | – | 0.03% | 254 |
|
|
2022
Q1 | $76K | Hold |
933
| – | – | 0.03% | 239 |
|
|
2021
Q4 | $73K | Hold |
933
| – | – | 0.03% | 230 |
|
|
2021
Q3 | $73K | Hold |
933
| – | – | 0.04% | 218 |
|
|
2021
Q2 | $73K | Hold |
933
| – | – | 0.06% | 146 |
|
|
2021
Q1 | $73K | Sell |
933
-50
| -5% | -$3.91K | 0.07% | 103 |
|
|
2020
Q4 | $73K | Buy |
983
+50
| +5% | +$3.71K | 0.05% | 90 |
|
|
2020
Q3 | $58K | Hold |
933
| – | – | 0.05% | 91 |
|
|
2020
Q2 | $51K | Hold |
933
| – | – | 0.04% | 105 |
|
|
2020
Q1 | $43K | Hold |
933
| – | – | 0.07% | 69 |
|
|
2019
Q4 | $80K | Hold |
933
| – | – | 0.1% | 56 |
|
|
2019
Q3 | $74K | Buy |
+933
| New | +$74K | 0.1% | 62 |
|