Toth Financial Advisory’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
Q3 | – | Sell |
-15
| Closed | -$941 | – | 766 |
|
|
2024
Q2 | $941 | Buy |
+15
| New | +$941 | ﹤0.01% | 700 |
|
|
2023
Q4 | – | Sell |
-30
| Closed | -$1.58K | – | 786 |
|
|
2023
Q3 | $1.58K | Buy |
+30
| New | +$1.58K | ﹤0.01% | 651 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$1K | – | 595 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 510 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$58K | – | 501 |
|
|
2019
Q2 | $58K | Sell |
1,000
-4,325
| -81% | -$251K | 0.01% | 216 |
|
|
2019
Q1 | $339K | Buy |
+5,325
| New | +$339K | 0.08% | 131 |
|
|
2018
Q4 | – | Sell |
-8,700
| Closed | -$494K | – | 452 |
|
|
2018
Q3 | $494K | Buy |
+8,700
| New | +$494K | 0.11% | 119 |
|