Clear Point Advisors’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-51	Closed	-$1.24K	–	478
2024 Q3	$1.24K	Sell	51 -39	-43%	-$951	﹤0.01%	468
2024 Q2	$3.16K	Hold	90	–	–	﹤0.01%	414
2024 Q1	$4.05K	Hold	90	–	–	﹤0.01%	398
2023 Q4	$4.62K	Buy	+90	New	+$4.62K	﹤0.01%	371