Tyler-Stone Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-454
| Closed | -$32.4K | – | 829 |
|
2024
Q2 | $32.4K | Sell |
454
-11
| -2% | -$785 | 0.01% | 432 |
|
2024
Q1 | $37.8K | Hold |
465
| – | – | 0.02% | 404 |
|
2023
Q4 | $34K | Sell |
465
-30
| -6% | -$2.19K | 0.02% | 415 |
|
2023
Q3 | $33K | Hold |
495
| – | – | 0.02% | 401 |
|
2023
Q2 | $37K | Buy |
+495
| New | +$37K | 0.02% | 377 |
|
2022
Q4 | $33K | Hold |
437
| – | – | 0.02% | 371 |
|
2022
Q3 | $31K | Sell |
437
-100
| -19% | -$7.09K | 0.02% | 363 |
|
2022
Q2 | $45K | Hold |
537
| – | – | 0.03% | 332 |
|
2022
Q1 | $44K | Hold |
537
| – | – | 0.02% | 350 |
|
2021
Q4 | $42K | Buy |
+537
| New | +$42K | 0.02% | 380 |
|