Dakota Wealth Management’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-41,407	Closed	-$2.13M	–	779
2023 Q4	$2.13M	Buy	41,407 +3,858	+10%	+$198K	0.08%	216
2023 Q3	$1.26M	Buy	37,549 +11,367	+43%	+$380K	0.06%	254
2023 Q2	$1.12M	Buy	+26,182	New	+$1.12M	0.05%	237