Kore Private Wealth’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 |
-74
| Closed | -$4K | – | 965 |
|
|
2020
Q2 | $4K | Buy |
74
+3
| +4% | +$162 | ﹤0.01% | 962 |
|
|
2020
Q1 | $3K | Buy |
71
+13
| +22% | +$549 | ﹤0.01% | 889 |
|
|
2019
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 888 |
|
|
2019
Q2 | – | Sell |
-115
| Closed | -$7K | – | 704 |
|
|
2019
Q1 | $7K | Hold |
115
| – | – | ﹤0.01% | 716 |
|
|
2018
Q4 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 691 |
|