Waypoint Capital Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,937
| Closed | -$1.83M | – | 137 |
|
|
2022
Q4 | $1.83M | Buy |
23,937
+2,602
| +12% | +$199K | 0.63% | 43 |
|
|
2022
Q3 | $1.51M | Buy |
21,335
+1,105
| +5% | +$78.2K | 0.66% | 39 |
|
|
2022
Q2 | $1.71M | Sell |
20,230
-26
| -0.1% | -$2.2K | 0.78% | 32 |
|
|
2022
Q1 | $1.65M | Buy |
20,256
+1,306
| +7% | +$107K | 0.97% | 27 |
|
|
2021
Q4 | $1.49M | Buy |
+18,950
| New | +$1.49M | 1.02% | 26 |
|