Money Concepts Capital’s Symbotic SYM Stock Holding History

Money Concepts Capital’s Portfolio SYM Stock Details SYM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy
2023 Q1	–	Sell
2022 Q4	$36.4K	Buy
2022 Q3	$29K	Hold
2022 Q2	$30K	Hold
2022 Q1	$25K	Buy