Wealthspire Advisors (Maryland)’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $650K | Sell |
10,447
-127
| -1% | -$7.9K | 0.02% | 228 |
|
|
2020
Q2 | $578K | Sell |
10,574
-28
| -0.3% | -$1.53K | 0.04% | 228 |
|
|
2020
Q1 | $484K | Sell |
10,602
-828
| -7% | -$37.8K | 0.04% | 235 |
|
|
2019
Q4 | $978K | Buy |
11,430
+151
| +1% | +$12.9K | 0.07% | 176 |
|
|
2019
Q3 | $896K | Sell |
11,279
-491
| -4% | -$39K | 0.07% | 163 |
|
|
2019
Q2 | $832K | Buy |
11,770
+4,938
| +72% | +$349K | 0.06% | 158 |
|
|
2019
Q1 | $456K | Buy |
6,832
+223
| +3% | +$14.9K | 0.03% | 269 |
|
|
2018
Q4 | $414K | Buy |
6,609
+452
| +7% | +$28.3K | 0.04% | 254 |
|
|
2018
Q3 | $451K | Sell |
6,157
-64
| -1% | -$4.69K | 0.04% | 266 |
|
|
2018
Q2 | $425K | Buy |
6,221
+188
| +3% | +$12.8K | 0.04% | 273 |
|
|
2018
Q1 | $362K | Buy |
6,033
+6
| +0.1% | +$360 | 0.03% | 315 |
|
|
2017
Q4 | $366K | Buy |
6,027
+435
| +8% | +$26.4K | 0.04% | 325 |
|
|
2017
Q3 | $302K | Buy |
5,592
+121
| +2% | +$6.54K | 0.03% | 359 |
|
|
2017
Q2 | $275K | Sell |
5,471
-547
| -9% | -$27.5K | 0.03% | 358 |
|
|
2017
Q1 | $312K | Buy |
6,018
+1,470
| +32% | +$76.2K | 0.04% | 280 |
|
|
2016
Q4 | $252K | Sell |
4,548
-1,978
| -30% | -$110K | 0.04% | 317 |
|
|
2016
Q3 | $320K | Sell |
6,526
-405
| -6% | -$19.9K | 0.05% | 255 |
|
|
2016
Q2 | $352K | Sell |
6,931
-183
| -3% | -$9.29K | 0.06% | 222 |
|
|
2016
Q1 | $332K | Sell |
7,114
-554
| -7% | -$25.9K | 0.06% | 231 |
|
|
2015
Q4 | $314K | Buy |
+7,668
| New | +$314K | 0.06% | 250 |
|