V Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,951
| Closed | -$293K | – | 333 |
|
|
2023
Q2 | $293K | Sell |
3,951
-83
| -2% | -$6.16K | 0.05% | 288 |
|
|
2023
Q1 | $312K | Buy |
+4,034
| New | +$312K | 0.06% | 284 |
|
|
2021
Q4 | – | Sell |
-2,205
| Closed | -$173K | – | 486 |
|
|
2021
Q3 | $173K | Buy |
+2,205
| New | +$173K | 0.03% | 450 |
|
|
2020
Q1 | – | Sell |
-6,024
| Closed | -$479K | – | 366 |
|
|
2019
Q4 | $479K | Hold |
6,024
| – | – | 0.17% | 139 |
|
|
2019
Q3 | $479K | Buy |
6,024
+2,479
| +70% | +$197K | 0.17% | 140 |
|
|
2019
Q2 | $252K | Buy |
+3,545
| New | +$252K | 0.1% | 220 |
|
|
2017
Q3 | – | Sell |
-1,038
| Closed | -$52K | – | 640 |
|
|
2017
Q2 | $52K | Buy |
+1,038
| New | +$52K | 0.02% | 311 |
|