Accurate Wealth Management’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-260
| Closed | -$13.9K | – | 1279 |
|
|
2022
Q4 | $13.9K | Buy |
+260
| New | +$13.9K | 0.01% | 782 |
|
|
2022
Q2 | – | Sell |
-13,800
| Closed | -$1.04M | – | 194 |
|
|
2022
Q1 | $1.04M | Buy |
13,800
+6,696
| +94% | +$502K | 0.46% | 52 |
|
|
2021
Q4 | $800K | Hold |
7,104
| – | – | 0.65% | 41 |
|
|
2021
Q3 | $800K | Buy |
+7,104
| New | +$800K | 0.7% | 40 |
|