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Williamson Legacy Group’s Symbotic SYM Stock Holding History

Williamson Legacy Group’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,194
Closed -$414K – 107
2024
Q1 		$414K Buy
9,194
+3,179
+53% +$143K 0.32% 73
2023
Q4 		$309K Buy
+6,015
New +$309K 0.29% 77