Retirement Planning Company of New England’s Symbotic SYM Stock Holding History

Retirement Planning Company of New England’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.43M	Sell
2025 Q2	$1.24M	Sell
2025 Q1	$648K	Buy
2024 Q4	$648K	Sell
2024 Q3	$700K	Buy
2024 Q2	$687K	Buy
2024 Q1	$754K	Buy