Jupiter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,000
| Closed | -$229K | – | 87 |
|
|
2020
Q2 | $229K | Hold |
4,000
| – | – | 0.11% | 69 |
|
|
2020
Q1 | $219K | Hold |
4,000
| – | – | 0.13% | 67 |
|
|
2019
Q4 | $248K | Hold |
4,000
| – | – | 0.12% | 74 |
|
|
2019
Q3 | $206K | Hold |
4,000
| – | – | 0.11% | 74 |
|
|
2019
Q2 | $234K | Hold |
4,000
| – | – | 0.12% | 73 |
|
|
2019
Q1 | $257K | Buy |
+4,000
| New | +$257K | 0.12% | 69 |
|