Motive Wealth Advisors’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
Q3 | – | Sell |
-9,282
| Closed | -$539K | – | 79 |
|
|
2022
Q2 | $539K | Sell |
9,282
-8,786
| -49% | -$510K | 0.43% | 44 |
|
|
2022
Q1 | $1.36M | Sell |
18,068
-1,528
| -8% | -$115K | 0.93% | 25 |
|
|
2021
Q4 | $1.61M | Buy |
19,596
+5,951
| +44% | +$488K | 0.97% | 25 |
|
|
2021
Q3 | $947K | Buy |
13,645
+1,226
| +10% | +$85.1K | 0.64% | 33 |
|
|
2021
Q2 | $895K | Buy |
+12,419
| New | +$895K | 0.64% | 38 |
|