Sage Mountain Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-63,430
| Closed | -$629K | – | 641 |
|
|
2022
Q1 | $629K | Sell |
63,430
-1,050
| -2% | -$10.4K | 0.1% | 217 |
|
|
2021
Q4 | $645K | Hold |
64,480
| – | – | 0.08% | 247 |
|
|
2021
Q3 | $633K | Hold |
64,480
| – | – | 0.09% | 211 |
|
|
2021
Q2 | $641K | Buy |
64,480
+54,480
| +545% | +$542K | 0.11% | 196 |
|
|
2021
Q1 | $101K | Buy |
+10,000
| New | +$101K | 0.02% | 375 |
|