Legato 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
Q1 | – | Sell |
-10,539
| Closed | -$541K | – | 615 |
|
|
2023
Q4 | $541K | Sell |
10,539
-15,345
| -59% | -$788K | 0.07% | 401 |
|
|
2023
Q3 | $865K | Sell |
25,884
-4,519
| -15% | -$151K | 0.13% | 275 |
|
|
2023
Q2 | $1.3M | Sell |
30,403
-9,036
| -23% | -$387K | 0.18% | 192 |
|
|
2023
Q1 | $901K | Sell |
39,439
-7,811
| -17% | -$178K | 0.16% | 217 |
|
|
2022
Q4 | $564K | Buy |
+47,250
| New | +$564K | 0.11% | 304 |
|