Clearstead Trust’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-322
Closed -$20K 186
2019
Q4
$20K Hold
322
0.01% 151
2019
Q3
$17K Hold
322
0.01% 156
2019
Q2
$19K Hold
322
0.02% 151
2019
Q1
$21K Buy
+322
New +$21K 0.02% 152