LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s SS&C Technologies SSNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22
| Closed | -$2K | – | 679 |
|
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 701 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 891 |
|
|
2021
Q1 | – | Sell |
-22
| Closed | -$2K | – | 649 |
|
|
2020
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 753 |
|
|
2020
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 583 |
|
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 579 |
|
|
2020
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 707 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 667 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 670 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 699 |
|
|
2019
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 688 |
|
|
2018
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 727 |
|
|
2018
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 641 |
|
|
2018
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 655 |
|
|
2018
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 705 |
|
|
2017
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 864 |
|
|
2017
Q3 | $0 | Buy |
+22
| New | – | ﹤0.01% | 891 |
|