Cape Investment Advisory’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$711 | – | 1192 |
|
|
2024
Q4 | $711 | Hold |
30
| – | – | ﹤0.01% | 996 |
|
|
2024
Q3 | $732 | Hold |
30
| – | – | ﹤0.01% | 890 |
|
|
2024
Q2 | $1.06K | Buy |
+30
| New | +$1.06K | ﹤0.01% | 834 |
|
|
2024
Q1 | – | Sell |
-35
| Closed | -$1.8K | – | 1161 |
|
|
2023
Q4 | $1.8K | Buy |
+35
| New | +$1.8K | ﹤0.01% | 942 |
|