Sullivan, Bruyette, Speros & Blaney’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,660
| Closed | -$121K | – | 333 |
|
2020
Q1 | $121K | Sell |
2,660
-29
| -1% | -$1.32K | 0.01% | 275 |
|
2019
Q4 | $230K | Buy |
2,689
+29
| +1% | +$2.48K | 0.01% | 229 |
|
2019
Q3 | $211K | Buy |
+2,660
| New | +$211K | 0.01% | 225 |
|
2018
Q4 | – | Sell |
-3,062
| Closed | -$224K | – | 206 |
|
2018
Q3 | $224K | Sell |
3,062
-395
| -11% | -$28.9K | 0.02% | 155 |
|
2018
Q2 | $236K | Buy |
3,457
+9
| +0.3% | +$614 | 0.02% | 147 |
|
2018
Q1 | $207K | Buy |
3,448
+14
| +0.4% | +$840 | 0.02% | 155 |
|
2017
Q4 | $209K | Buy |
+3,434
| New | +$209K | 0.02% | 156 |
|