Summit X LLC’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,260
| Closed | -$276K | – | 290 |
|
|
2022
Q4 | $276K | Buy |
+3,260
| New | +$276K | 0.08% | 216 |
|
|
2022
Q3 | – | Sell |
-3,260
| Closed | -$279K | – | 264 |
|
|
2022
Q2 | $279K | Buy |
+3,260
| New | +$279K | 0.08% | 215 |
|
|
2020
Q1 | – | Sell |
-5,843
| Closed | -$501K | – | 242 |
|
|
2019
Q4 | $501K | Sell |
5,843
-830
| -12% | -$71.2K | 0.19% | 131 |
|
|
2019
Q3 | $476K | Sell |
6,673
-15
| -0.2% | -$1.07K | 0.19% | 135 |
|
|
2019
Q2 | $472K | Hold |
6,688
| – | – | 0.19% | 129 |
|
|
2019
Q1 | $446K | Buy |
6,688
+417
| +7% | +$27.8K | 0.19% | 133 |
|
|
2018
Q4 | $395K | Sell |
6,271
-1,730
| -22% | -$109K | 0.23% | 119 |
|
|
2018
Q3 | $586K | Sell |
8,001
-755
| -9% | -$55.3K | 0.29% | 89 |
|
|
2018
Q2 | $597K | Sell |
8,756
-500
| -5% | -$34.1K | 0.33% | 74 |
|
|
2018
Q1 | $555K | Buy |
9,256
+179
| +2% | +$10.7K | 0.33% | 82 |
|
|
2017
Q4 | $551K | Buy |
9,077
+790
| +10% | +$48K | 0.35% | 82 |
|
|
2017
Q3 | $448K | Buy |
8,287
+390
| +5% | +$21.1K | 0.3% | 98 |
|
|
2017
Q2 | $402K | Buy |
+7,897
| New | +$402K | 0.29% | 108 |
|