TFC Financial Management’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-314
| Closed | -$7.66K | – | 1030 |
|
|
2024
Q3 | $7.66K | Sell |
314
-837
| -73% | -$20.4K | ﹤0.01% | 386 |
|
|
2024
Q2 | $40.5K | Hold |
1,151
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $51.8K | Sell |
1,151
-75
| -6% | -$3.38K | 0.01% | 230 |
|
|
2023
Q4 | $62.9K | Buy |
1,226
+604
| +97% | +$31K | 0.01% | 208 |
|
|
2023
Q3 | $20.8K | Buy |
622
+60
| +11% | +$2.01K | 0.01% | 290 |
|
|
2023
Q2 | $24.1K | Buy |
562
+180
| +47% | +$7.71K | 0.01% | 273 |
|
|
2023
Q1 | $8.73K | Buy |
+382
| New | +$8.73K | ﹤0.01% | 380 |
|