Colonial Trust’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	-44	Closed	-$1.12K	–	1354
2024 Q3	$1.12K	Hold	44	–	–	﹤0.01%	1032
2024 Q2	$1.55K	Buy	44 +17	+63%	+$598	﹤0.01%	953
2024 Q1	$1.22K	Buy	+27	New	+$1.22K	﹤0.01%	959