Willingdon Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4K | Buy |
92
+44
| +92% | +$1.91K | ﹤0.01% | 234 |
|
|
2019
Q4 | $4K | Sell |
48
-42
| -47% | -$3.5K | ﹤0.01% | 293 |
|
|
2019
Q3 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 259 |
|
|
2018
Q4 | – | Sell |
-95
| Closed | -$7K | – | 404 |
|
|
2018
Q3 | $7K | Hold |
95
| – | – | ﹤0.01% | 317 |
|
|
2018
Q2 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 289 |
|
|
2015
Q3 | – | Sell |
-13,200
| Closed | -$477K | – | 87 |
|
|
2015
Q2 | $477K | Sell |
13,200
-3,100
| -19% | -$112K | 0.46% | 75 |
|
|
2015
Q1 | $615K | Buy |
+16,300
| New | +$615K | 0.51% | 70 |
|
|
2014
Q1 | – | Sell |
-57,261
| Closed | -$2.07M | – | 84 |
|
|
2013
Q4 | $2.07M | Buy |
+57,261
| New | +$2.07M | 1.62% | 24 |
|