Berman Capital 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
2021
Q3
$19K Buy
275
+36
+15% +$2.49K ﹤0.01% 1001
2021
Q2
$17K Buy
239
+1
+0.4% +$71 ﹤0.01% 971
2021
Q1
$16K Hold
238
﹤0.01% 872
2020
Q4
$17K Hold
238
﹤0.01% 726
2020
Q3
$14K Buy
238
+30
+14% +$1.77K ﹤0.01% 695
2020
Q2
$11K Buy
208
+101
+94% +$5.34K ﹤0.01% 738
2020
Q1
$4K Buy
107
+33
+45% +$1.23K ﹤0.01% 967
2019
Q4
$4K Hold
74
﹤0.01% 1045
2019
Q3
$3K Sell
74
-29
-28% -$1.18K ﹤0.01% 1105
2019
Q2
$5K Buy
103
+58
+129% +$2.82K ﹤0.01% 972
2019
Q1
$2K Buy
+45
New +$2K ﹤0.01% 1123