Simplicity Wealth’s SS&C Technologies SSNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,734	Closed	-$234K	–	1106
2024 Q2	$234K	Sell	3,734 -463	-11%	-$29K	0.01%	1042
2024 Q1	$270K	Buy	+4,197	New	+$270K	0.01%	957