Toronto Dominion Bank’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,000
| Closed | -$154K | – | 1373 |
|
|
2023
Q4 | $154K | Hold |
3,000
| – | – | ﹤0.01% | 940 |
|
|
2023
Q3 | $100K | Hold |
3,000
| – | – | ﹤0.01% | 971 |
|
|
2023
Q2 | $128K | Hold |
3,000
| – | – | ﹤0.01% | 974 |
|
|
2023
Q1 | $69K | Hold |
3,000
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q4 | $36K | Buy |
+3,000
| New | +$36K | ﹤0.01% | 1075 |
|
|
2022
Q2 | – | Sell |
-203,737
| Closed | -$2.02M | – | 1843 |
|
|
2022
Q1 | $2.02M | Hold |
203,737
| – | – | ﹤0.01% | 774 |
|
|
2021
Q4 | $2.04M | Buy |
203,737
+7,500
| +4% | +$75K | ﹤0.01% | 824 |
|
|
2021
Q3 | $1.93M | Buy |
196,237
+120
| +0.1% | +$1.18K | ﹤0.01% | 768 |
|
|
2021
Q2 | $1.95M | Buy |
196,117
+165,717
| +545% | +$1.65M | ﹤0.01% | 752 |
|
|
2021
Q1 | $307K | Buy |
+30,400
| New | +$307K | ﹤0.01% | 1033 |
|