Retirement Group’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-200
Closed -$6.69K 851
2023
Q3
$6.69K Hold
200
﹤0.01% 454
2023
Q2
$8.56K Buy
200
+100
+100% +$4.28K ﹤0.01% 433
2023
Q1
$2K Buy
+100
New +$2K ﹤0.01% 607