Mark Sheptoff Financial Planning’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
Q1 | – | Sell |
-120
| Closed | -$7K | – | 378 |
|
|
2019
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 305 |
|
|
2019
Q3 | $6K | Sell |
120
-680
| -85% | -$34K | ﹤0.01% | 301 |
|
|
2019
Q2 | $46K | Hold |
800
| – | – | 0.03% | 162 |
|
|
2019
Q1 | $51K | Hold |
800
| – | – | 0.04% | 150 |
|
|
2018
Q4 | $36K | Hold |
800
| – | – | 0.03% | 151 |
|
|
2018
Q3 | $45K | Hold |
800
| – | – | 0.03% | 173 |
|
|
2018
Q2 | $42K | Hold |
800
| – | – | 0.03% | 172 |
|
|
2018
Q1 | $43K | Hold |
800
| – | – | 0.03% | 170 |
|
|
2017
Q4 | $32K | Hold |
800
| – | – | 0.02% | 207 |
|
|
2017
Q3 | $32K | Hold |
800
| – | – | 0.02% | 210 |
|
|
2017
Q2 | $31K | Sell |
800
-1
| -0.1% | -$39 | 0.02% | 204 |
|
|
2017
Q1 | $28K | Buy |
801
+1
| +0.1% | +$35 | 0.02% | 209 |
|
|
2016
Q4 | $23K | Hold |
800
| – | – | 0.02% | 212 |
|
|
2016
Q3 | $26K | Hold |
800
| – | – | 0.02% | 205 |
|
|
2016
Q2 | $22K | Hold |
800
| – | – | 0.02% | 200 |
|
|
2016
Q1 | $25K | Buy |
800
+400
| +100% | +$12.5K | 0.02% | 196 |
|
|
2015
Q4 | $14K | Buy |
+400
| New | +$14K | 0.01% | 248 |
|