Atria Investments’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,950
Closed -$267K 1979
2024
Q3
$267K Buy
10,950
+4,277
+64% +$104K ﹤0.01% 1670
2024
Q2
$235K Buy
+6,673
New +$235K ﹤0.01% 1731