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