TrueWealth LLC’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 622 |
|
2020
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 623 |
|
2019
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 577 |
|
2019
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 568 |
|
2019
Q2 | $4K | Sell |
62
-64
| -51% | -$4.13K | ﹤0.01% | 599 |
|
2019
Q1 | $8K | Buy |
126
+64
| +103% | +$4.06K | ﹤0.01% | 500 |
|
2018
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 595 |
|
2018
Q3 | $5K | Sell |
62
-328
| -84% | -$26.5K | ﹤0.01% | 628 |
|
2018
Q2 | $27K | Buy |
+390
| New | +$27K | 0.01% | 342 |
|