Castleview Partners’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 |
-1,500
| Closed | -$37.1K | – | 520 |
|
|
2024
Q4 | $37.1K | Hold |
1,500
| – | – | 0.02% | 388 |
|
|
2024
Q3 | $36.6K | Buy |
1,500
+500
| +50% | +$12.2K | 0.02% | 368 |
|
|
2024
Q2 | $35.2K | Hold |
1,000
| – | – | 0.02% | 373 |
|
|
2024
Q1 | $45K | Buy |
1,000
+850
| +567% | +$38.3K | 0.03% | 364 |
|
|
2023
Q4 | $7.7K | Hold |
150
| – | – | 0.01% | 537 |
|
|
2023
Q3 | $5.02K | Buy |
+150
| New | +$5.02K | ﹤0.01% | 485 |
|