Money Concepts Capital’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,050	Closed	-$36.4K	–	2618
2022 Q4	$36.4K	Buy	3,050 +550	+22%	+$6.57K	﹤0.01%	1372
2022 Q3	$29K	Hold	2,500	–	–	﹤0.01%	832
2022 Q2	$30K	Hold	2,500	–	–	﹤0.01%	802
2022 Q1	$25K	Buy	+2,500	New	+$25K	﹤0.01%	1528