CM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,012
| Closed | -$252K | – | 165 |
|
|
2024
Q1 | $252K | Buy |
+4,012
| New | +$252K | 0.07% | 151 |
|
|
2023
Q3 | – | Sell |
-4,012
| Closed | -$230K | – | 159 |
|
|
2023
Q2 | $230K | Sell |
4,012
-15,630
| -80% | -$895K | 0.08% | 144 |
|
|
2023
Q1 | $1.08M | Buy |
+19,642
| New | +$1.08M | 0.21% | 139 |
|