Governors Lane’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-472,300
| Closed | -$4.68M | – | 186 |
|
|
2022
Q1 | $4.68M | Hold |
472,300
| – | – | 0.34% | 91 |
|
|
2021
Q4 | $4.72M | Sell |
472,300
-250,000
| -35% | -$2.5M | 0.29% | 94 |
|
|
2021
Q3 | $7.1M | Hold |
722,300
| – | – | 0.47% | 51 |
|
|
2021
Q2 | $7.18M | Buy |
722,300
+350,000
| +94% | +$3.48M | 0.51% | 50 |
|
|
2021
Q1 | $3.76M | Buy |
+372,300
| New | +$3.76M | 0.25% | 96 |
|