Washington Harbour Partners’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-85,300
Closed -$3.84M 29
2024
Q1
$3.84M Buy
85,300
+26,700
+46% +$1.2M 6.22% 6
2023
Q4
$3.01M Buy
+58,600
New +$3.01M 5.77% 7