Cutler Group’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $255K | Sell |
5,686
-2,607
| -31% | -$117K | 0.08% | 160 |
|
|
2023
Q4 | $425K | Sell |
8,293
-38,510
| -82% | -$1.97M | 0.04% | 268 |
|
|
2023
Q3 | $1.56M | Buy |
+46,803
| New | +$1.56M | 0.16% | 111 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1955 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2162 |
|
|
2022
Q4 | – | Sell |
-800
| Closed | -$9K | – | 2331 |
|
|
2022
Q3 | $9K | Buy |
+800
| New | +$9K | ﹤0.01% | 1396 |
|