NBC Securities’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 |
-1,088
| Closed | -$26K | – | 1985 |
|
|
2024
Q3 | $26K | Sell |
1,088
-2,050
| -65% | -$49K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $110K | Buy |
3,138
+2,500
| +392% | +$87.6K | 0.01% | 927 |
|
|
2024
Q1 | $28K | Hold |
638
| – | – | ﹤0.01% | 1333 |
|
|
2023
Q4 | $32K | Hold |
638
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q3 | $21K | Buy |
+638
| New | +$21K | ﹤0.01% | 1438 |
|