AWMS
Advocacy Wealth Management Services’s SS&C Technologies SSNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-545
| Closed | -$28K | – | 120 |
|
|
2022
Q3 | $28K | Hold |
545
| – | – | ﹤0.01% | 67 |
|
|
2022
Q2 | $32K | Buy |
545
+148
| +37% | +$8.69K | 0.01% | 63 |
|
|
2022
Q1 | $30K | Buy |
397
+106
| +36% | +$8.01K | 0.01% | 75 |
|
|
2021
Q4 | $24K | Hold |
291
| – | – | ﹤0.01% | 85 |
|
|
2021
Q3 | $20K | Buy |
291
+90
| +45% | +$6.19K | ﹤0.01% | 91 |
|
|
2021
Q2 | $14K | Sell |
201
-72
| -26% | -$5.02K | ﹤0.01% | 125 |
|
|
2021
Q1 | $19K | Hold |
273
| – | – | ﹤0.01% | 101 |
|
|
2020
Q4 | $20K | Hold |
273
| – | – | ﹤0.01% | 90 |
|
|
2020
Q3 | $17K | Sell |
273
-34
| -11% | -$2.12K | ﹤0.01% | 90 |
|
|
2020
Q2 | $17K | Buy |
+307
| New | +$17K | ﹤0.01% | 92 |
|