Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993 | Buy |
12
+5
| +71% | +$414 | ﹤0.01% | 452 |
|
|
2025
Q1 | $584 | Buy |
+7
| New | +$584 | ﹤0.01% | 398 |
|
|
2020
Q4 | – | Sell |
-53
| Closed | -$3K | – | 460 |
|
|
2020
Q3 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 297 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$2K | – | 404 |
|
|
2019
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 297 |
|
|
2019
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 312 |
|
|
2019
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 309 |
|
|
2019
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 326 |
|