Mark Sheptoff Financial Planning’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
2020 Q1	–	Sell	-120	Closed	-$7K	–	378
2019 Q4	$7K	Hold	120	–	–	﹤0.01%	305
2019 Q3	$6K	Sell	120 -680	-85%	-$34.8K	﹤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%	-$37	0.02%	204
2017 Q1	$28K	Buy	801 +1	+0.1%	+$34	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%	+$12.1K	0.02%	196
2015 Q4	$14K	Buy	+400	New	+$14.2K	0.01%	248