WEPOG
Wealth Enhancement & Preservation of GA’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,632
| Closed | -$839K | – | 61 |
|
|
2020
Q3 | $839K | Buy |
13,632
+3,244
| +31% | +$200K | 0.87% | 24 |
|
|
2020
Q2 | $546K | Sell |
10,388
-4,560
| -31% | -$240K | 0.68% | 24 |
|
|
2020
Q1 | $650K | Sell |
14,948
-5,306
| -26% | -$231K | 0.62% | 31 |
|
|
2019
Q4 | $1.73M | Buy |
+20,254
| New | +$1.73M | 0.89% | 18 |
|