Westchester Capital Management (New York)’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 |
-418,388
| Closed | -$4.15M | – | 431 |
|
|
2022
Q1 | $4.15M | Buy |
418,388
+412,446
| +6,941% | +$4.09M | 0.11% | 167 |
|
|
2021
Q4 | $60K | Buy |
5,942
+942
| +19% | +$9.51K | ﹤0.01% | 357 |
|
|
2021
Q3 | $49K | Hold |
5,000
| – | – | ﹤0.01% | 335 |
|
|
2021
Q2 | $50K | Hold |
5,000
| – | – | ﹤0.01% | 305 |
|
|
2021
Q1 | $50K | Buy |
+5,000
| New | +$50K | ﹤0.01% | 307 |
|