YorkBridge Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $425K | Hold |
5,558
| – | – | 0.11% | 143 |
|
|
2022
Q3 | $393K | Hold |
5,558
| – | – | 0.1% | 144 |
|
|
2022
Q2 | $471K | Hold |
5,558
| – | – | 0.12% | 129 |
|
|
2022
Q1 | $454K | Hold |
5,558
| – | – | 0.1% | 153 |
|
|
2021
Q4 | $437K | Hold |
5,558
| – | – | 0.1% | 169 |
|
|
2021
Q3 | $436K | Hold |
5,558
| – | – | 0.11% | 145 |
|
|
2021
Q2 | $432K | Hold |
5,558
| – | – | 0.11% | 141 |
|
|
2021
Q1 | $438K | Hold |
5,558
| – | – | 0.13% | 129 |
|
|
2020
Q4 | $413K | Sell |
5,558
-38
| -0.7% | -$2.82K | 0.14% | 120 |
|
|
2020
Q3 | $348K | Hold |
5,596
| – | – | 0.15% | 123 |
|
|
2020
Q2 | $306K | Sell |
5,596
-418
| -7% | -$22.9K | 0.14% | 131 |
|
|
2020
Q1 | $274K | Sell |
6,014
-1,892
| -24% | -$86.2K | 0.17% | 124 |
|
|
2019
Q4 | $676K | Buy |
7,906
+127
| +2% | +$10.9K | 0.31% | 83 |
|
|
2019
Q3 | $618K | Sell |
7,779
-736
| -9% | -$58.5K | 0.31% | 84 |
|
|
2019
Q2 | $602K | Buy |
8,515
+81
| +1% | +$5.73K | 0.27% | 84 |
|
|
2019
Q1 | $563K | Buy |
8,434
+22
| +0.3% | +$1.47K | 0.26% | 86 |
|
|
2018
Q4 | $527K | Buy |
8,412
+7
| +0.1% | +$439 | 0.28% | 87 |
|
|
2018
Q3 | $614K | Sell |
8,405
-1,344
| -14% | -$98.2K | 0.28% | 85 |
|
|
2018
Q2 | $666K | Buy |
9,749
+438
| +5% | +$29.9K | 0.29% | 83 |
|
|
2018
Q1 | $563K | Buy |
9,311
+459
| +5% | +$27.8K | 0.26% | 90 |
|
|
2017
Q4 | $509K | Buy |
8,852
+1,743
| +25% | +$100K | 0.25% | 94 |
|
|
2017
Q3 | $384K | Sell |
7,109
-320
| -4% | -$17.3K | 0.2% | 106 |
|
|
2017
Q2 | $375K | Sell |
7,429
-171
| -2% | -$8.63K | 0.2% | 106 |
|
|
2017
Q1 | $402K | Sell |
7,600
-45
| -0.6% | -$2.38K | 0.21% | 100 |
|
|
2016
Q4 | $412K | Buy |
+7,645
| New | +$412K | 0.24% | 94 |
|