Tilia Fiduciary Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,980
| Closed | -$147K | – | 443 |
|
|
2023
Q2 | $147K | Hold |
1,980
| – | – | 0.13% | 108 |
|
|
2023
Q1 | $153K | Hold |
1,980
| – | – | 0.15% | 105 |
|
|
2022
Q4 | $151K | Sell |
1,980
-4
| -0.2% | -$306 | 0.15% | 111 |
|
|
2022
Q3 | $146K | Hold |
1,984
| – | – | 0.15% | 108 |
|
|
2022
Q2 | $171K | Hold |
1,984
| – | – | 0.16% | 100 |
|
|
2022
Q1 | $162K | Hold |
1,984
| – | – | 0.14% | 115 |
|
|
2021
Q4 | $156K | Buy |
+1,984
| New | +$156K | 0.13% | 120 |
|