Glassman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-176
| Closed | -$10.8K | – | 1594 |
|
|
2023
Q4 | $10.8K | Sell |
176
-2
| -1% | -$122 | ﹤0.01% | 863 |
|
|
2023
Q3 | $9.35K | Hold |
178
| – | – | ﹤0.01% | 877 |
|
|
2023
Q2 | $10.8K | Hold |
178
| – | – | ﹤0.01% | 793 |
|
|
2023
Q1 | $10.1K | Sell |
178
-3
| -2% | -$169 | ﹤0.01% | 821 |
|
|
2022
Q4 | $9.42K | Buy |
181
+57
| +46% | +$2.97K | ﹤0.01% | 845 |
|
|
2022
Q3 | $6K | Buy |
124
+31
| +33% | +$1.5K | ﹤0.01% | 964 |
|
|
2022
Q2 | $5K | Sell |
93
-98
| -51% | -$5.27K | ﹤0.01% | 1024 |
|
|
2022
Q1 | $14K | Buy |
191
+22
| +13% | +$1.61K | ﹤0.01% | 748 |
|
|
2021
Q4 | $14K | Buy |
169
+90
| +114% | +$7.46K | ﹤0.01% | 710 |
|
|
2021
Q3 | $5K | Buy |
79
+8
| +11% | +$506 | ﹤0.01% | 983 |
|
|
2021
Q2 | $5K | Buy |
71
+5
| +8% | +$352 | ﹤0.01% | 936 |
|
|
2021
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 877 |
|
|
2020
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 879 |
|
|
2020
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $4K | Buy |
66
+45
| +214% | +$2.73K | ﹤0.01% | 696 |
|
|
2020
Q1 | $1K | Buy |
21
+12
| +133% | +$571 | ﹤0.01% | 982 |
|
|
2019
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1034 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | – | – | 1346 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1196 |
|