TPWM
Twelve Points Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,863
| Closed | -$287K | – | 175 |
|
|
2023
Q2 | $287K | Sell |
3,863
-530
| -12% | -$39.3K | 0.15% | 139 |
|
|
2023
Q1 | $339K | Buy |
4,393
+190
| +5% | +$14.7K | 0.19% | 135 |
|
|
2022
Q4 | $321K | Hold |
4,203
| – | – | 0.22% | 131 |
|
|
2022
Q3 | $297K | Hold |
4,203
| – | – | 0.23% | 133 |
|
|
2022
Q2 | $356K | Sell |
4,203
-30
| -0.7% | -$2.54K | 0.27% | 126 |
|
|
2022
Q1 | $346K | Sell |
4,233
-72
| -2% | -$5.89K | 0.26% | 128 |
|
|
2021
Q4 | $338K | Buy |
+4,305
| New | +$338K | 0.27% | 124 |
|