Legacy Capital Wealth Partners’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
Q3 | – | Sell |
-6,396
| Closed | -$401K | – | 374 |
|
|
2024
Q2 | $401K | Buy |
+6,396
| New | +$401K | 0.1% | 199 |
|
|
2024
Q1 | – | Sell |
-6,416
| Closed | -$392K | – | 315 |
|
|
2023
Q4 | $392K | Sell |
6,416
-254
| -4% | -$15.5K | 0.11% | 180 |
|
|
2023
Q3 | $350K | Buy |
+6,670
| New | +$350K | 0.1% | 198 |
|
|
2023
Q2 | – | Sell |
-6,535
| Closed | -$369K | – | 210 |
|
|
2023
Q1 | $369K | Buy |
+6,535
| New | +$369K | 0.1% | 175 |
|
|
2021
Q2 | – | Sell |
-6,088
| Closed | -$425K | – | 71 |
|
|
2021
Q1 | $425K | Buy |
6,088
+179
| +3% | +$12.5K | 0.18% | 51 |
|
|
2020
Q4 | $430K | Buy |
+5,909
| New | +$430K | 0.18% | 51 |
|