FSC Wealth Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$4.04K | – | 225 |
|
|
2025
Q1 | $4.04K | Buy |
200
+100
| +100% | +$2.02K | ﹤0.01% | 232 |
|
|
2024
Q4 | $2.37K | Hold |
100
| – | – | ﹤0.01% | 253 |
|
|
2024
Q3 | $2.44K | Hold |
100
| – | – | ﹤0.01% | 243 |
|
|
2024
Q2 | $3.52K | Hold |
100
| – | – | ﹤0.01% | 240 |
|
|
2024
Q1 | $4.5K | Buy |
+100
| New | +$4.5K | ﹤0.01% | 226 |
|