Provenance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23
| Closed | -$1.92K | – | 535 |
|
|
2025
Q1 | $1.92K | Hold |
23
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $1.74K | Hold |
23
| – | – | ﹤0.01% | 437 |
|
|
2024
Q3 | $1.71K | Hold |
23
| – | – | ﹤0.01% | 480 |
|
|
2024
Q2 | $1.44K | Hold |
23
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $1.48K | Hold |
23
| – | – | ﹤0.01% | 440 |
|
|
2023
Q4 | $1.41K | Hold |
23
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $1.21K | Buy |
+23
| New | +$1.21K | ﹤0.01% | 375 |
|