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Clearstead Trust’s Symbotic SYM Stock Holding History

Clearstead Trust’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.72K Hold
173
– – ﹤0.01% 681
2025
Q1 		$3.5K Hold
173
– – ﹤0.01% 679
2024
Q4 		$4.1K Buy
+173
New +$4.1K ﹤0.01% 394