NWA
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New World Advisors’s Symbotic SYM Stock Holding History

New World Advisors’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,000
Closed -$770K – 76
2023
Q4 		$770K Hold
15,000
– – 0.24% 17
2023
Q3 		$501K Buy
+15,000
New +$501K 0.17% 20