Silver Rock Financial’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
-286,463
Closed -$2.84M 239
2022
Q1
$2.84M Hold
286,463
0.54% 76
2021
Q4
$2.86M Sell
286,463
-16,228
-5% -$162K 0.49% 79
2021
Q3
$2.97M Buy
302,691
+210,416
+228% +$2.06M 0.44% 92
2021
Q2
$914K Buy
92,275
+42,275
+85% +$419K 0.15% 125
2021
Q1
$504K Buy
+50,000
New +$504K 0.09% 120