HTG Investment Advisors’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,000	Closed	-$228K	–	53
2023 Q1	$228K	Hold	10,000	–	–	0.21%	48
2022 Q4	$119K	Buy	+10,000	New	+$119K	0.12%	51