Smith & Howard Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,977
| Closed | -$216K | – | 83 |
|
|
2015
Q2 | $216K | Hold |
5,977
| – | – | 0.09% | 78 |
|
|
2015
Q1 | $226K | Buy |
+5,977
| New | +$226K | 0.1% | 74 |
|
|
2014
Q1 | – | Sell |
-4,277
| Closed | -$154K | – | 194 |
|
|
2013
Q4 | $154K | Buy |
4,277
+1,210
| +39% | +$43.6K | 0.08% | 55 |
|
|
2013
Q3 | $98K | Buy |
3,067
+465
| +18% | +$14.9K | 0.06% | 75 |
|
|
2013
Q2 | $89K | Buy |
+2,602
| New | +$89K | 0.06% | 78 |
|