J. Goldman & Co’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-164,708
| Closed | -$5.79M | – | 469 |
|
|
2024
Q2 | $5.79M | Sell |
164,708
-304,732
| -65% | -$10.7M | 0.16% | 118 |
|
|
2024
Q1 | $21.1M | Buy |
+469,440
| New | +$21.1M | 0.68% | 30 |
|
|
2021
Q4 | – | Sell |
-15,758
| Closed | -$155K | – | 334 |
|
|
2021
Q3 | $155K | Hold |
15,758
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $157K | Buy |
+15,758
| New | +$157K | 0.01% | 294 |
|