Global Financial Private Client’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20
| Closed | -$488 | – | 1682 |
|
|
2024
Q3 | $488 | Hold |
20
| – | – | ﹤0.01% | 785 |
|
|
2024
Q2 | $703 | Hold |
20
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $909 | Hold |
20
| – | – | ﹤0.01% | 646 |
|
|
2023
Q4 | $1.03K | Hold |
20
| – | – | ﹤0.01% | 626 |
|
|
2023
Q3 | $690 | Buy |
+20
| New | +$690 | ﹤0.01% | 630 |
|