Calamos Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,104
| Closed | -$365K | – | 956 |
|
|
2024
Q1 | $365K | Buy |
+8,104
| New | +$365K | ﹤0.01% | 690 |
|
|
2023
Q4 | – | Sell |
-38,288
| Closed | -$1.28M | – | 940 |
|
|
2023
Q3 | $1.28M | Sell |
38,288
-4,942
| -11% | -$165K | 0.01% | 616 |
|
|
2023
Q2 | $1.85M | Buy |
43,230
+4,322
| +11% | +$185K | 0.01% | 638 |
|
|
2023
Q1 | $889K | Buy |
+38,908
| New | +$889K | ﹤0.01% | 798 |
|