Cooper Financial Group’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
Q1 | – | Sell |
-4,248
| Closed | -$221K | – | 321 |
|
|
2022
Q4 | $221K | Buy |
+4,248
| New | +$221K | 0.07% | 272 |
|
|
2022
Q3 | – | Sell |
-3,855
| Closed | -$224K | – | 282 |
|
|
2022
Q2 | $224K | Buy |
3,855
+18
| +0.5% | +$1.05K | 0.08% | 227 |
|
|
2022
Q1 | $288K | Buy |
3,837
+196
| +5% | +$14.7K | 0.11% | 179 |
|
|
2021
Q4 | $298K | Buy |
3,641
+32
| +0.9% | +$2.62K | 0.11% | 175 |
|
|
2021
Q3 | $250K | Buy |
3,609
+274
| +8% | +$19K | 0.05% | 211 |
|
|
2021
Q2 | $240K | Buy |
3,335
+135
| +4% | +$9.72K | 0.05% | 217 |
|
|
2021
Q1 | $224K | Buy |
+3,200
| New | +$224K | 0.05% | 220 |
|