Lee Financial’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
Q2 | – | Sell |
-110
| Closed | -$5K | – | 546 |
|
|
2020
Q1 | $5K | Sell |
110
-125
| -53% | -$5.68K | ﹤0.01% | 381 |
|
|
2019
Q4 | $14K | Sell |
235
-35
| -13% | -$2.09K | ﹤0.01% | 303 |
|
|
2019
Q3 | $14K | Hold |
270
| – | – | ﹤0.01% | 294 |
|
|
2019
Q2 | $16K | Hold |
270
| – | – | ﹤0.01% | 289 |
|
|
2019
Q1 | $17K | Buy |
270
+35
| +15% | +$2.2K | ﹤0.01% | 270 |
|
|
2018
Q4 | $11K | Hold |
235
| – | – | ﹤0.01% | 278 |
|
|
2018
Q3 | $13K | Hold |
235
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $12K | Hold |
235
| – | – | ﹤0.01% | 448 |
|
|
2018
Q1 | $13K | Sell |
235
-45
| -16% | -$2.49K | ﹤0.01% | 424 |
|
|
2017
Q4 | $11K | Buy |
280
+40
| +17% | +$1.57K | ﹤0.01% | 309 |
|
|
2017
Q3 | $10K | Hold |
240
| – | – | ﹤0.01% | 338 |
|
|
2017
Q2 | $9K | Hold |
240
| – | – | ﹤0.01% | 345 |
|
|
2017
Q1 | $8K | Hold |
240
| – | – | ﹤0.01% | 312 |
|
|
2016
Q4 | $7K | Buy |
+240
| New | +$7K | ﹤0.01% | 346 |
|