WP Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,850
| Closed | -$220K | – | 103 |
|
|
2023
Q1 | $220K | Buy |
2,850
+18
| +0.6% | +$1.39K | 0.09% | 92 |
|
|
2022
Q4 | $216K | Buy |
+2,832
| New | +$216K | 0.1% | 98 |
|
|
2022
Q3 | – | Sell |
-2,800
| Closed | -$237K | – | 108 |
|
|
2022
Q2 | $237K | Buy |
2,800
+114
| +4% | +$9.65K | 0.1% | 101 |
|
|
2022
Q1 | $219K | Sell |
2,686
-181
| -6% | -$14.8K | 0.09% | 107 |
|
|
2021
Q4 | $225K | Buy |
2,867
+16
| +0.6% | +$1.26K | 0.09% | 103 |
|
|
2021
Q3 | $224K | Buy |
2,851
+18
| +0.6% | +$1.41K | 0.09% | 99 |
|
|
2021
Q2 | $220K | Buy |
2,833
+15
| +0.5% | +$1.17K | 0.09% | 98 |
|
|
2021
Q1 | $222K | Sell |
2,818
-1,576
| -36% | -$124K | 0.1% | 88 |
|
|
2020
Q4 | $326K | Buy |
4,394
+31
| +0.7% | +$2.3K | 0.16% | 72 |
|
|
2020
Q3 | $271K | Buy |
4,363
+84
| +2% | +$5.22K | 0.16% | 68 |
|
|
2020
Q2 | $234K | Buy |
+4,279
| New | +$234K | 0.16% | 65 |
|
|
2019
Q2 | – | Sell |
-585
| Closed | -$391 | – | 146 |
|
|
2019
Q1 | $391 | Buy |
+585
| New | +$391 | 0.04% | 132 |
|
|
2018
Q4 | – | Sell |
-579
| Closed | -$42K | – | 210 |
|
|
2018
Q3 | $42K | Buy |
579
+3
| +0.5% | +$218 | 0.04% | 137 |
|
|
2018
Q2 | $39K | Buy |
+576
| New | +$39K | 0.04% | 146 |
|