Values First Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-682
| Closed | -$53.2K | – | 291 |
|
|
2024
Q3 | $53.2K | Buy |
+682
| New | +$53.2K | 0.03% | 234 |
|
|
2023
Q3 | – | Sell |
-2,698
| Closed | -$200K | – | 175 |
|
|
2023
Q2 | $200K | Buy |
2,698
+74
| +3% | +$5.49K | 0.12% | 147 |
|
|
2023
Q1 | $203K | Buy |
+2,624
| New | +$203K | 0.13% | 135 |
|
|
2022
Q3 | – | Sell |
-2,549
| Closed | -$216K | – | 160 |
|
|
2022
Q2 | $216K | Sell |
2,549
-225
| -8% | -$19.1K | 0.15% | 130 |
|
|
2022
Q1 | $226K | Buy |
+2,774
| New | +$226K | 0.14% | 143 |
|