Providence Capital Advisors’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 |
-1,000
| Closed | -$24.4K | – | 312 |
|
|
2024
Q3 | $24.4K | Hold |
1,000
| – | – | ﹤0.01% | 206 |
|
|
2024
Q2 | $35.2K | Hold |
1,000
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $45K | Hold |
1,000
| – | – | 0.01% | 164 |
|
|
2023
Q4 | $51.3K | Hold |
1,000
| – | – | 0.01% | 160 |
|
|
2023
Q3 | $33.4K | Buy |
+1,000
| New | +$33.4K | 0.01% | 177 |
|