Pathstone Family Office’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$534K Buy
+10,165
New +$534K ﹤0.01% 1005
2019
Q4
Sell
-355
Closed -$19K 602
2019
Q3
$19K Buy
+355
New +$19K ﹤0.01% 396
2018
Q2
Sell
-27
Closed -$1K 312
2018
Q1
$1K Buy
+27
New +$1K ﹤0.01% 351