Bogart Wealth LLC’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64K Buy
+68
New +$2.64K ﹤0.01% 1048
2024
Q2
Sell
-500
Closed -$22.5K 1208
2024
Q1
$22.5K Buy
+500
New +$22.5K ﹤0.01% 494