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Legacy Capital Wealth Partners’s SS&C Technologies SSNC Stock Holding History

Legacy Capital Wealth Partners’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,396
Closed -$401K – 374
2024
Q2 		$401K Buy
+6,396
New +$397K 0.1% 199
2024
Q1 		– Sell
-6,416
Closed -$392K – 315
2023
Q4 		$392K Sell
6,416
-254
-4% -$13.9K 0.11% 180
2023
Q3 		$350K Buy
+6,670
New +$381K 0.1% 198
2023
Q2 		– Sell
-6,535
Closed -$369K – 211
2023
Q1 		$369K Buy
+6,535
New +$377K 0.1% 175
2021
Q2 		– Sell
-6,088
Closed -$425K – 71
2021
Q1 		$425K Buy
6,088
+179
+3% +$12.1K 0.18% 51
2020
Q4 		$430K Buy
+5,909
New +$396K 0.18% 51

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BAM
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CCM
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