Synergy Asset Management’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 Q1	–	Sell	-76,493	Closed	-$3.98M	–	125
2022 Q4	$3.98M	Buy	76,493 +7,712	+11%	+$401K	1.02%	32
2022 Q3	$3.28M	Buy	+68,781	New	+$3.28M	0.89%	30