Wealthcare Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-90
| Closed | -$7K | – | 592 |
|
|
2021
Q1 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 328 |
|
|
2020
Q2 | – | Sell |
-7
| Closed | – | – | 221 |
|
|
2020
Q1 | $0 | Sell |
7
-39
| -85% | – | ﹤0.01% | 593 |
|
|
2019
Q4 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 336 |
|
|
2016
Q4 | – | Sell |
-167
| Closed | -$8K | – | 213 |
|
|
2016
Q3 | $8K | Hold |
167
| – | – | ﹤0.01% | 134 |
|
|
2016
Q2 | $8K | Hold |
167
| – | – | ﹤0.01% | 131 |
|
|
2016
Q1 | $8K | Hold |
167
| – | – | ﹤0.01% | 141 |
|
|
2015
Q4 | $7K | Hold |
167
| – | – | ﹤0.01% | 160 |
|
|
2015
Q3 | $7K | Hold |
167
| – | – | ﹤0.01% | 177 |
|
|
2015
Q2 | $6K | Sell |
167
-8,194
| -98% | -$294K | ﹤0.01% | 249 |
|
|
2015
Q1 | $315K | Buy |
8,361
+8,194
| +4,907% | +$309K | 0.04% | 75 |
|
|
2014
Q4 | $7K | Hold |
167
| – | – | ﹤0.01% | 146 |
|
|
2014
Q3 | $6K | Hold |
167
| – | – | ﹤0.01% | 204 |
|
|
2014
Q2 | $6K | Buy |
+167
| New | +$6K | ﹤0.01% | 146 |
|