B. Riley Wealth Advisors’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
Q3 | – | Sell |
-4,447
| Closed | -$269K | – | 1619 |
|
|
2023
Q2 | $269K | Buy |
4,447
+207
| +5% | +$12.5K | 0.01% | 1181 |
|
|
2023
Q1 | $239K | Buy |
+4,240
| New | +$239K | 0.01% | 1197 |
|
|
2019
Q4 | – | Sell |
-6,620
| Closed | -$343K | – | 899 |
|
|
2019
Q3 | $343K | Buy |
6,620
+2,915
| +79% | +$151K | 0.03% | 540 |
|
|
2019
Q2 | $214K | Sell |
3,705
-294
| -7% | -$17K | 0.02% | 691 |
|
|
2019
Q1 | $256K | Buy |
+3,999
| New | +$256K | 0.03% | 562 |
|
|
2018
Q4 | – | Sell |
-4,258
| Closed | -$243K | – | 733 |
|
|
2018
Q3 | $243K | Buy |
4,258
+190
| +5% | +$10.8K | 0.03% | 574 |
|
|
2018
Q2 | $212K | Buy |
+4,068
| New | +$212K | 0.03% | 596 |
|