UBS O'Connor’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-202,271
| Closed | -$2.02M | – | 200 |
|
|
2021
Q4 | $2.02M | Sell |
202,271
-299,524
| -60% | -$3M | 0.02% | 579 |
|
|
2021
Q3 | $4.93M | Buy |
501,795
+451,762
| +903% | +$4.44M | 0.04% | 250 |
|
|
2021
Q2 | $497K | Hold |
50,033
| – | – | ﹤0.01% | 611 |
|
|
2021
Q1 | $505K | Buy |
+50,033
| New | +$505K | 0.01% | 594 |
|