WFG Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $20K | Buy |
389
+49
| +14% | +$2.52K | ﹤0.01% | 966 |
|
|
2017
Q1 | $18K | Hold |
340
| – | – | ﹤0.01% | 915 |
|
|
2016
Q4 | $19K | Sell |
340
-792
| -70% | -$44.3K | ﹤0.01% | 952 |
|
|
2016
Q3 | $55K | Buy |
1,132
+2
| +0.2% | +$97 | 0.01% | 684 |
|
|
2016
Q2 | $57K | Sell |
1,130
-17,776
| -94% | -$897K | 0.02% | 659 |
|
|
2016
Q1 | $883K | Sell |
18,906
-2,288
| -11% | -$107K | 0.26% | 96 |
|
|
2015
Q4 | $869K | Buy |
21,194
+14
| +0.1% | +$574 | 0.26% | 93 |
|
|
2015
Q3 | $825K | Sell |
21,180
-6,389
| -23% | -$249K | 0.26% | 89 |
|
|
2015
Q2 | $995K | Buy |
27,569
+17,335
| +169% | +$626K | 0.27% | 80 |
|
|
2015
Q1 | $386K | Sell |
10,234
-21,962
| -68% | -$828K | 0.11% | 213 |
|
|
2014
Q4 | $1.28M | Sell |
32,196
-2,699
| -8% | -$107K | 0.26% | 80 |
|
|
2014
Q3 | $1.32M | Buy |
34,895
+1,467
| +4% | +$55.7K | 0.25% | 90 |
|
|
2014
Q2 | $1.25M | Buy |
33,428
+512
| +2% | +$19.2K | 0.23% | 98 |
|
|
2014
Q1 | $1.19M | Buy |
32,916
+4,984
| +18% | +$180K | 0.24% | 92 |
|
|
2013
Q4 | $1.01M | Buy |
27,932
+414
| +2% | +$14.9K | 0.14% | 168 |
|
|
2013
Q3 | $876K | Sell |
27,518
-593
| -2% | -$18.9K | 0.14% | 179 |
|
|
2013
Q2 | $960K | Buy |
+28,111
| New | +$960K | 0.16% | 154 |
|