Lattice Capital Management’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 |
-10,000
| Closed | -$244K | – | 31 |
|
|
2024
Q3 | $244K | Sell |
10,000
-5,500
| -35% | -$134K | 0.22% | 24 |
|
|
2024
Q2 | $545K | Hold |
15,500
| – | – | 0.02% | 19 |
|
|
2024
Q1 | $698K | Hold |
15,500
| – | – | 0.05% | 14 |
|
|
2023
Q4 | $796K | Hold |
15,500
| – | – | 0.06% | 15 |
|
|
2023
Q3 | $518K | Buy |
+15,500
| New | +$518K | 0.06% | 23 |
|