U.S. Global Investors (USGI)’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,265
| Closed | -$450K | – | 200 |
|
|
2019
Q4 | $450K | Hold |
5,265
| – | – | 0.2% | 117 |
|
|
2019
Q3 | $418K | Buy |
+5,265
| New | +$418K | 0.23% | 106 |
|
|
2016
Q4 | – | Sell |
-8,731
| Closed | -$428K | – | 197 |
|
|
2016
Q3 | $428K | Sell |
8,731
-1,200
| -12% | -$58.8K | 0.2% | 101 |
|
|
2016
Q2 | $504K | Sell |
9,931
-2,250
| -18% | -$114K | 0.28% | 102 |
|
|
2016
Q1 | $569K | Buy |
+12,181
| New | +$569K | 0.31% | 103 |
|