First Personal Financial Services’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,906
| Closed | -$102K | – | 900 |
|
|
2018
Q1 | $102K | Buy |
1,906
+1,790
| +1,543% | +$95.8K | 0.02% | 302 |
|
|
2017
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 901 |
|
|
2017
Q3 | $5K | Sell |
116
-1,173
| -91% | -$50.6K | ﹤0.01% | 780 |
|
|
2017
Q2 | $50K | Hold |
1,289
| – | – | 0.01% | 421 |
|
|
2017
Q1 | $46K | Hold |
1,289
| – | – | 0.01% | 410 |
|
|
2016
Q4 | $37K | Buy |
1,289
+1,173
| +1,011% | +$33.7K | 0.01% | 433 |
|
|
2016
Q3 | $4K | Sell |
116
-42
| -27% | -$1.45K | ﹤0.01% | 727 |
|
|
2016
Q2 | $4K | Buy |
+158
| New | +$4K | ﹤0.01% | 713 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$4K | – | 486 |
|
|
2015
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 345 |
|
|
2015
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 356 |
|
|
2014
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 378 |
|