M Holdings Securities’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $343K | Hold |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $415K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $369K | Hold |
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|
2018
Q4 | $261K | Sell |
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|
2018
Q3 | $390K | Hold |
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|
2018
Q2 | $356K | Hold |
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|
2018
Q1 | $368K | Buy |
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|
2017
Q4 | $277K | Hold |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $263K | Hold |
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|
2017
Q1 | $242K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $220K | Sell |
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|
2016
Q2 | $424K | Hold |
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|
2016
Q1 | $479K | Hold |
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|
2015
Q4 | $515K | Buy |
|