Centerpoint Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Hold |
1,200
| – | – | 0.02% | 162 |
|
|
2025
Q1 | $24K | Hold |
1,200
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $28K | Hold |
1,200
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $29K | Hold |
1,200
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $42K | Hold |
1,200
| – | – | 0.02% | 192 |
|
|
2024
Q1 | $54K | Hold |
1,200
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $62K | Buy |
+1,200
| New | +$62K | 0.02% | 138 |
|