Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.17M | Sell |
94,678
-2,504
| -3% | -$190K | 0.56% | 62 |
|
|
2024
Q3 | $7.21M | Buy |
+97,182
| New | +$7.21M | 0.57% | 58 |
|
|
2019
Q3 | – | Sell |
-480
| Closed | -$28K | – | 696 |
|
|
2019
Q2 | $28K | Buy |
480
+1
| +0.2% | +$58 | ﹤0.01% | 410 |
|
|
2019
Q1 | $31K | Hold |
479
| – | – | 0.01% | 353 |
|
|
2018
Q4 | $22K | Buy |
+479
| New | +$22K | ﹤0.01% | 416 |
|