Elite 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
Q3 | – | Sell |
-5,932
| Closed | -$209K | – | 42 |
|
|
2024
Q2 | $209K | Sell |
5,932
-58
| -1% | -$2.04K | 0.01% | 42 |
|
|
2024
Q1 | $270K | Sell |
5,990
-193
| -3% | -$8.69K | 0.01% | 46 |
|
|
2023
Q4 | $317K | Sell |
6,183
-103
| -2% | -$5.29K | 0.02% | 35 |
|
|
2023
Q3 | $210K | Buy |
+6,286
| New | +$210K | 0.02% | 46 |
|