AR
Advisory Research’s Symbotic SYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-59,634
| Closed | -$3.06M | – | 303 |
|
|
2023
Q4 | $3.06M | Sell |
59,634
-77,726
| -57% | -$3.99M | 0.47% | 53 |
|
|
2023
Q3 | $4.59M | Sell |
137,360
-2,853
| -2% | -$95.4K | 0.64% | 33 |
|
|
2023
Q2 | $6M | Sell |
140,213
-16,554
| -11% | -$709K | 0.77% | 26 |
|
|
2023
Q1 | $3.58M | Buy |
+156,767
| New | +$3.58M | 0.59% | 41 |
|