Whitegate Investment Counselors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,300
| Closed | -$259K | – | 195 |
|
|
2021
Q3 | $259K | Hold |
3,300
| – | – | 0.04% | 201 |
|
|
2021
Q2 | $257K | Hold |
3,300
| – | – | 0.04% | 198 |
|
|
2021
Q1 | $260K | Hold |
3,300
| – | – | 0.04% | 190 |
|
|
2020
Q4 | $245K | Hold |
3,300
| – | – | 0.04% | 188 |
|
|
2020
Q3 | $205K | Buy |
+3,300
| New | +$205K | 0.04% | 189 |
|
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$282K | – | 200 |
|
|
2019
Q4 | $282K | Hold |
3,300
| – | – | 0.05% | 172 |
|
|
2019
Q3 | $262K | Hold |
3,300
| – | – | 0.05% | 173 |
|
|
2019
Q2 | $233K | Hold |
3,300
| – | – | 0.05% | 179 |
|
|
2019
Q1 | $220K | Sell |
3,300
-700
| -18% | -$46.7K | 0.05% | 183 |
|
|
2018
Q4 | $251K | Buy |
+4,000
| New | +$251K | 0.06% | 165 |
|
|
2018
Q3 | – | Sell |
-4,600
| Closed | -$314K | – | 187 |
|
|
2018
Q2 | $314K | Hold |
4,600
| – | – | 0.06% | 154 |
|
|
2018
Q1 | $276K | Hold |
4,600
| – | – | 0.06% | 162 |
|
|
2017
Q4 | $279K | Hold |
4,600
| – | – | 0.06% | 158 |
|
|
2017
Q3 | $248K | Hold |
4,600
| – | – | 0.05% | 164 |
|
|
2017
Q2 | $232K | Hold |
4,600
| – | – | 0.05% | 164 |
|
|
2017
Q1 | $239K | Hold |
4,600
| – | – | 0.06% | 160 |
|
|
2016
Q4 | $255K | Hold |
4,600
| – | – | 0.07% | 144 |
|
|
2016
Q3 | $225K | Hold |
4,600
| – | – | 0.06% | 148 |
|
|
2016
Q2 | $233K | Buy |
+4,600
| New | +$233K | 0.06% | 137 |
|
|
2014
Q1 | $215K | Buy |
+4,600
| New | +$215K | 0.06% | 141 |
|