Transform Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-56,966
| Closed | -$2.6M | – | 237 |
|
|
2020
Q1 | $2.6M | Sell |
56,966
-4,915
| -8% | -$224K | 0.55% | 65 |
|
|
2019
Q4 | $5.29M | Buy |
61,881
+6,323
| +11% | +$541K | 0.84% | 45 |
|
|
2019
Q3 | $4.41M | Buy |
55,558
+165
| +0.3% | +$13.1K | 0.78% | 50 |
|
|
2019
Q2 | $3.92M | Sell |
55,393
-1,464
| -3% | -$104K | 0.58% | 67 |
|
|
2019
Q1 | $3.8M | Buy |
56,857
+602
| +1% | +$40.2K | 0.71% | 61 |
|
|
2018
Q4 | $3.53M | Buy |
56,255
+629
| +1% | +$39.4K | 0.73% | 61 |
|
|
2018
Q3 | $4.08M | Buy |
55,626
+1,324
| +2% | +$97K | 0.71% | 58 |
|
|
2018
Q2 | $3.71M | Buy |
54,302
+2,149
| +4% | +$147K | 0.67% | 58 |
|
|
2018
Q1 | $3.13M | Buy |
52,153
+2,612
| +5% | +$157K | 0.59% | 58 |
|
|
2017
Q4 | $3.01M | Buy |
49,541
+2,571
| +5% | +$156K | 0.55% | 61 |
|
|
2017
Q3 | $2.53M | Buy |
+46,970
| New | +$2.53M | 0.88% | 29 |
|
|
2017
Q2 | – | Sell |
-35,372
| Closed | -$1.84M | – | 165 |
|
|
2017
Q1 | $1.84M | Buy |
+35,372
| New | +$1.84M | 0.69% | 37 |
|