Marshall Financial Group (Maryland)’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,105
Closed -$308K 211
2022
Q1
$308K Hold
4,105
0.13% 169
2021
Q4
$337K Buy
+4,105
New +$337K 0.12% 169