Univest Financial’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-5,311
| Closed | -$413K | – | 113 |
|
2021
Q2 | $413K | Buy |
5,311
+91
| +2% | +$7.08K | 0.11% | 71 |
|
2021
Q1 | $411K | Buy |
5,220
+919
| +21% | +$72.4K | 0.12% | 70 |
|
2020
Q4 | $319K | Sell |
4,301
-2,590
| -38% | -$192K | 0.09% | 89 |
|
2020
Q3 | $429K | Sell |
6,891
-241
| -3% | -$15K | 0.14% | 67 |
|
2020
Q2 | $390K | Buy |
7,132
+948
| +15% | +$51.8K | 0.13% | 72 |
|
2020
Q1 | $282K | Buy |
+6,184
| New | +$282K | 0.11% | 91 |
|
2013
Q4 | – | Sell |
-57,711
| Closed | -$1.84M | – | 81 |
|
2013
Q3 | $1.84M | Sell |
57,711
-15,523
| -21% | -$494K | 0.98% | 53 |
|
2013
Q2 | $2.5M | Buy |
+73,234
| New | +$2.5M | 1.37% | 45 |
|