Buckley 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
Q3
Sell
-4,804
Closed -$291K 124
2023
Q2
$291K Buy
+4,804
New +$291K 0.1% 103
2022
Q3
Sell
-4,947
Closed -$287K 135
2022
Q2
$287K Buy
4,947
+490
+11% +$28.4K 0.09% 119
2022
Q1
$334K Buy
+4,457
New +$334K 0.09% 114