SVA Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.05M | Buy |
14,150
+60
| +0.4% | +$4.46K | 0.09% | 128 |
|
|
2020
Q3 | $877K | Sell |
14,090
-3,112
| -18% | -$194K | 0.09% | 126 |
|
|
2020
Q2 | $940K | Sell |
17,202
-5,885
| -25% | -$322K | 0.1% | 118 |
|
|
2020
Q1 | $1.05M | Sell |
23,087
-4,975
| -18% | -$227K | 0.12% | 115 |
|
|
2019
Q4 | $2.4M | Sell |
28,062
-3,359
| -11% | -$287K | 0.22% | 85 |
|
|
2019
Q3 | $2.5M | Buy |
31,421
+11,032
| +54% | +$876K | 0.24% | 81 |
|
|
2019
Q2 | $1.44M | Sell |
20,389
-830
| -4% | -$58.7K | 0.14% | 109 |
|
|
2019
Q1 | $1.42M | Sell |
21,219
-600
| -3% | -$40.1K | 0.14% | 112 |
|
|
2018
Q4 | $1.37M | Sell |
21,819
-238
| -1% | -$14.9K | 0.15% | 103 |
|
|
2018
Q3 | $1.62M | Hold |
22,057
| – | – | 0.16% | 101 |
|
|
2018
Q2 | $1.51M | Sell |
22,057
-9,978
| -31% | -$681K | 0.16% | 102 |
|
|
2018
Q1 | $1.73M | Buy |
32,035
+1,333
| +4% | +$71.9K | 0.21% | 99 |
|
|
2017
Q4 | $1.87M | Sell |
30,702
-1,333
| -4% | -$81K | 0.22% | 98 |
|
|
2017
Q3 | $1.73M | Sell |
32,035
-24,217
| -43% | -$1.31M | 0.21% | 99 |
|
|
2017
Q2 | $2.83M | Buy |
56,252
+251
| +0.4% | +$12.6K | 0.37% | 74 |
|
|
2017
Q1 | $2.91M | Sell |
56,001
-14,339
| -20% | -$745K | 0.39% | 70 |
|
|
2016
Q4 | $3.9M | Sell |
70,340
-2,058
| -3% | -$114K | 0.58% | 58 |
|
|
2016
Q3 | $3.55M | Buy |
72,398
+253
| +0.4% | +$12.4K | 0.55% | 60 |
|
|
2016
Q2 | $3.66M | Sell |
72,145
-879
| -1% | -$44.6K | 0.59% | 52 |
|
|
2016
Q1 | $3.41M | Buy |
73,024
+9,871
| +16% | +$461K | 0.57% | 55 |
|
|
2015
Q4 | $2.59M | Buy |
63,153
+2,936
| +5% | +$120K | 0.45% | 70 |
|
|
2015
Q3 | $2.35M | Buy |
60,217
+9,106
| +18% | +$355K | 0.44% | 72 |
|
|
2015
Q2 | $1.85M | Buy |
51,111
+510
| +1% | +$18.4K | 0.34% | 82 |
|
|
2015
Q1 | $1.91M | Buy |
50,601
+18,979
| +60% | +$716K | 0.35% | 81 |
|
|
2014
Q4 | $1.26M | Buy |
31,622
+2,192
| +7% | +$87K | 0.46% | 51 |
|
|
2014
Q3 | $1.12M | Buy |
29,430
+471
| +2% | +$17.9K | 0.48% | 53 |
|
|
2014
Q2 | $1.09M | Buy |
28,959
+4,414
| +18% | +$165K | 0.46% | 51 |
|
|
2014
Q1 | $887K | Buy |
24,545
+5,558
| +29% | +$201K | 0.42% | 61 |
|
|
2013
Q4 | $685K | Buy |
+18,987
| New | +$685K | 0.41% | 64 |
|