CarsonAllaria Wealth Management’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-70	Closed	-$3.59K	–	409
2023 Q4	$3.59K	Sell	70 -75	-52%	-$3.85K	﹤0.01%	275
2023 Q3	$4.85K	Buy	+145	New	+$4.85K	﹤0.01%	259