Lakeshore Financial Planning’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	-6,730	Closed	-$237K	–	77
2024 Q2	$237K	Buy	+6,730	New	+$237K	0.12%	55