MWC
MBM Wealth Consultants’s SS&C Technologies SSNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,430
| Closed | -$687K | – | 121 |
|
|
2023
Q3 | $687K | Buy |
13,430
+718
| +6% | +$36.7K | 0.3% | 52 |
|
|
2023
Q2 | $766K | Buy |
12,712
+2,250
| +22% | +$136K | 0.33% | 45 |
|
|
2023
Q1 | $670K | Hold |
10,462
| – | – | 0.27% | 47 |
|
|
2022
Q4 | $549K | Buy |
10,462
+1,020
| +11% | +$53.5K | 0.25% | 48 |
|
|
2022
Q3 | $467K | Buy |
9,442
+1,799
| +24% | +$89K | 0.23% | 50 |
|
|
2022
Q2 | $444K | Buy |
7,643
+589
| +8% | +$34.2K | 0.22% | 53 |
|
|
2022
Q1 | $529K | Buy |
7,054
+4,108
| +139% | +$308K | 0.22% | 59 |
|
|
2021
Q4 | $204K | Hold |
2,946
| – | – | 0.08% | 96 |
|
|
2021
Q3 | $204K | Buy |
2,946
+212
| +8% | +$14.7K | 0.09% | 99 |
|
|
2021
Q2 | $197K | Buy |
2,734
+96
| +4% | +$6.92K | 0.09% | 97 |
|
|
2021
Q1 | $185K | Buy |
2,638
+547
| +26% | +$38.4K | 0.09% | 92 |
|
|
2020
Q4 | $153K | Buy |
+2,091
| New | +$153K | 0.08% | 94 |
|