Sowell Financial Services’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-228
| Closed | -$17K | – | 2434 |
|
2021
Q1 | $17K | Sell |
228
-671
| -75% | -$50K | ﹤0.01% | 2122 |
|
2020
Q4 | $65K | Buy |
899
+671
| +294% | +$48.5K | ﹤0.01% | 1309 |
|
2020
Q3 | $14K | Sell |
228
-30
| -12% | -$1.84K | ﹤0.01% | 1708 |
|
2020
Q2 | $15K | Sell |
258
-132
| -34% | -$7.67K | ﹤0.01% | 1558 |
|
2020
Q1 | $17K | Sell |
390
-19
| -5% | -$828 | ﹤0.01% | 1444 |
|
2019
Q4 | $25K | Sell |
409
-36
| -8% | -$2.2K | ﹤0.01% | 1359 |
|
2019
Q3 | $23K | Buy |
+445
| New | +$23K | ﹤0.01% | 1234 |
|
2019
Q1 | $406K | Buy |
+6,370
| New | +$406K | 0.05% | 379 |
|