RFP Financial Group’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 |
-1,692
| Closed | -$59.5K | – | 712 |
|
|
2024
Q2 | $59.5K | Buy |
1,692
+310
| +22% | +$10.9K | 0.02% | 210 |
|
|
2024
Q1 | $62.2K | Buy |
1,382
+242
| +21% | +$10.9K | 0.02% | 184 |
|
|
2023
Q4 | $58.5K | Buy |
1,140
+186
| +19% | +$9.55K | 0.02% | 184 |
|
|
2023
Q3 | $31.9K | Hold |
954
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $40.8K | Buy |
954
+301
| +46% | +$12.9K | 0.02% | 230 |
|
|
2023
Q1 | $14.9K | Buy |
+653
| New | +$14.9K | 0.02% | 229 |
|