SYSTM Wealth Solutions’s SS&C Technologies SSNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,455
| Closed | -$930K | – | 932 |
|
|
2024
Q1 | $930K | Sell |
14,455
-1,984
| -12% | -$128K | 0.12% | 209 |
|
|
2023
Q4 | $1M | Sell |
16,439
-806
| -5% | -$49.3K | 0.14% | 194 |
|
|
2023
Q3 | $906K | Buy |
17,245
+4,892
| +40% | +$257K | 0.14% | 193 |
|
|
2023
Q2 | $749K | Sell |
12,353
-412
| -3% | -$25K | 0.1% | 250 |
|
|
2023
Q1 | $721K | Sell |
12,765
-3
| -0% | -$169 | 0.11% | 225 |
|
|
2022
Q4 | $665K | Buy |
+12,768
| New | +$665K | 0.08% | 294 |
|