JWA
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JFS Wealth Advisors’s Symbotic SYM Stock Holding History

JFS Wealth Advisors’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$36 – 2018
2024
Q2 		$36 Hold
1
– – ﹤0.01% 1970
2024
Q1 		$45 Hold
1
– – ﹤0.01% 1980
2023
Q4 		$52 Buy
+1
New +$52 ﹤0.01% 1975