TFO Wealth Partners’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
Q1
Sell
-8
Closed -$489 911
2023
Q4
$489 Hold
8
﹤0.01% 339
2023
Q3
$485 Buy
+8
New +$485 ﹤0.01% 467
2022
Q3
Sell
-15
Closed -$1K 444
2022
Q2
$1K Buy
+15
New +$1K ﹤0.01% 464