SWS
SYSTM Wealth Solutions’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-435
| Closed | -$31.1K | – | 566 |
|
|
2024
Q2 | $31.1K | Sell |
435
-8,621
| -95% | -$616K | 0.01% | 316 |
|
|
2024
Q1 | $735K | Sell |
9,056
-2,393
| -21% | -$194K | 0.09% | 241 |
|
|
2023
Q4 | $837K | Buy |
11,449
+96
| +0.8% | +$7.02K | 0.12% | 218 |
|
|
2023
Q3 | $750K | Sell |
11,353
-21,286
| -65% | -$1.41M | 0.12% | 223 |
|
|
2023
Q2 | $2.42M | Buy |
32,639
+998
| +3% | +$74.1K | 0.33% | 75 |
|
|
2023
Q1 | $2.44M | Sell |
31,641
-39,963
| -56% | -$3.09M | 0.38% | 68 |
|
|
2022
Q4 | $5.47M | Buy |
+71,604
| New | +$5.47M | 0.68% | 26 |
|