Summit Wealth & Retirement Planning’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,486
| Closed | -$407K | – | 120 |
|
|
2020
Q4 | $407K | Hold |
5,486
| – | – | 0.15% | 87 |
|
|
2020
Q3 | $341K | Hold |
5,486
| – | – | 0.15% | 85 |
|
|
2020
Q2 | $300K | Hold |
5,486
| – | – | 0.14% | 94 |
|
|
2020
Q1 | $250K | Hold |
5,486
| – | – | 0.13% | 100 |
|
|
2019
Q4 | $469K | Hold |
5,486
| – | – | 0.21% | 84 |
|
|
2019
Q3 | $436K | Hold |
5,486
| – | – | 0.26% | 79 |
|
|
2019
Q2 | $388K | Hold |
5,486
| – | – | 0.23% | 91 |
|
|
2019
Q1 | $366K | Hold |
5,486
| – | – | 0.22% | 96 |
|
|
2018
Q4 | $344K | Buy |
+5,486
| New | +$344K | 0.26% | 78 |
|