Optimum Investment Advisors’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-150
Closed -$5.27K 659
2024
Q2
$5.27K Hold
150
﹤0.01% 560
2024
Q1
$6.75K Buy
+150
New +$6.75K ﹤0.01% 548