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Compass Financial Advisors’s Symbotic SYM Stock Holding History

Compass Financial Advisors’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,670
Closed -$169K – 135
2022
Q3 		$169K Buy
+14,670
New +$169K 0.25% 114