Greenwood Capital Associates’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
-8,316
Closed -$203K 258
2024
Q3
$203K Sell
8,316
-284
-3% -$6.93K 0.03% 234
2024
Q2
$302K Buy
8,600
+3,534
+70% +$124K 0.04% 211
2024
Q1
$228K Buy
+5,066
New +$228K 0.03% 239