WealthShield Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,118
| Closed | -$242K | – | 685 |
|
|
2021
Q2 | $242K | Sell |
3,118
-1,515
| -33% | -$118K | 0.04% | 236 |
|
|
2021
Q1 | $365K | Sell |
4,633
-1,352
| -23% | -$107K | 0.07% | 181 |
|
|
2020
Q4 | $444K | Buy |
5,985
+1,730
| +41% | +$128K | 0.08% | 188 |
|
|
2020
Q3 | $265K | Sell |
4,255
-90
| -2% | -$5.61K | 0.09% | 207 |
|
|
2020
Q2 | $237K | Sell |
4,345
-11,458
| -73% | -$625K | 0.11% | 179 |
|
|
2020
Q1 | $721K | Sell |
15,803
-5,510
| -26% | -$251K | 0.44% | 52 |
|
|
2019
Q4 | $1.82M | Buy |
21,313
+2,071
| +11% | +$177K | 0.89% | 26 |
|
|
2019
Q3 | $1.53M | Buy |
19,242
+1,076
| +6% | +$85.4K | 0.81% | 26 |
|
|
2019
Q2 | $1.29M | Buy |
18,166
+3,040
| +20% | +$215K | 0.75% | 26 |
|
|
2019
Q1 | $1.01M | Sell |
15,126
-901
| -6% | -$60.2K | 0.56% | 37 |
|
|
2018
Q4 | $1M | Buy |
16,027
+1,232
| +8% | +$77.2K | 0.68% | 31 |
|
|
2018
Q3 | $1.08M | Hold |
14,795
| – | – | 0.62% | 31 |
|
|
2018
Q2 | $1.01M | Sell |
14,795
-500
| -3% | -$34.1K | 0.62% | 32 |
|
|
2018
Q1 | $917K | Hold |
15,295
| – | – | 0.58% | 35 |
|
|
2017
Q4 | $926K | Buy |
+15,295
| New | +$926K | 0.56% | 34 |
|