Wagner Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-625
| Closed | -$44K | – | 668 |
|
|
2022
Q3 | $44K | Buy |
625
+1
| +0.2% | +$70 | 0.03% | 220 |
|
|
2022
Q2 | $53K | Buy |
+624
| New | +$53K | 0.04% | 199 |
|
|
2022
Q1 | – | Sell |
-608
| Closed | -$48K | – | 606 |
|
|
2021
Q4 | $48K | Buy |
608
+125
| +26% | +$9.87K | 0.04% | 260 |
|
|
2021
Q3 | $37K | Sell |
483
-100
| -17% | -$7.66K | 0.03% | 284 |
|
|
2021
Q2 | $45K | Buy |
583
+85
| +17% | +$6.56K | 0.03% | 265 |
|
|
2021
Q1 | $39K | Buy |
+498
| New | +$39K | 0.03% | 257 |
|
|
2018
Q3 | $15K | Hold |
202
| – | – | 0.01% | 381 |
|
|
2018
Q2 | $14K | Hold |
202
| – | – | 0.01% | 356 |
|
|
2018
Q1 | $12K | Buy |
202
+42
| +26% | +$2.5K | 0.01% | 352 |
|
|
2017
Q4 | $14K | Buy |
+160
| New | +$14K | 0.01% | 356 |
|