Wealthspring Capital’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 |
-21,490
| Closed | -$213K | – | 485 |
|
|
2022
Q1 | $213K | Sell |
21,490
-1,500
| -7% | -$14.9K | 0.04% | 386 |
|
|
2021
Q4 | $230K | Sell |
22,990
-20,210
| -47% | -$202K | 0.05% | 342 |
|
|
2021
Q3 | $425K | Buy |
43,200
+19,200
| +80% | +$189K | 0.1% | 240 |
|
|
2021
Q2 | $238K | Hold |
24,000
| – | – | 0.06% | 264 |
|
|
2021
Q1 | $243K | Buy |
+24,000
| New | +$243K | 0.07% | 246 |
|