TRUE Private Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,230
| Closed | -$165K | – | 641 |
|
|
2020
Q4 | $165K | Hold |
2,230
| – | – | 0.03% | 211 |
|
|
2020
Q3 | $138K | Hold |
2,230
| – | – | 0.02% | 216 |
|
|
2020
Q2 | $121K | Buy |
2,230
+200
| +10% | +$10.9K | 0.02% | 221 |
|
|
2020
Q1 | $92K | Buy |
2,030
+199
| +11% | +$9.02K | 0.02% | 216 |
|
|
2019
Q4 | $156K | Buy |
+1,831
| New | +$156K | 0.02% | 244 |
|
|
2019
Q3 | – | Sell |
-1,907
| Closed | -$134K | – | 650 |
|
|
2019
Q2 | $134K | Buy |
+1,907
| New | +$134K | 0.02% | 233 |
|
|
2019
Q1 | – | Sell |
-3,666
| Closed | -$229K | – | 241 |
|
|
2018
Q4 | $229K | Buy |
3,666
+718
| +24% | +$44.9K | 0.04% | 207 |
|
|
2018
Q3 | $216K | Buy |
+2,948
| New | +$216K | 0.03% | 254 |
|