Triad Investment 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
2024
Q1
$3.42M Buy
53,204
+1,192
+2% +$76.7K 4.16% 10
2023
Q4
$3.18M Buy
52,012
+769
+2% +$47K 4.17% 7
2023
Q3
$2.69M Buy
51,243
+541
+1% +$28.4K 3.93% 7
2023
Q2
$3.07M Buy
50,702
+173
+0.3% +$10.5K 4.27% 7
2023
Q1
$2.85M Buy
50,529
+2,618
+5% +$148K 4.15% 5
2022
Q4
$2.49M Buy
47,911
+2,190
+5% +$114K 3.9% 6
2022
Q3
$2.18M Buy
45,721
+3,865
+9% +$185K 3.79% 7
2022
Q2
$2.43M Sell
41,856
-11,138
-21% -$647K 3.6% 8
2022
Q1
$3.98M Buy
52,994
+721
+1% +$54.1K 3.76% 6
2021
Q4
$4.29M Buy
+52,273
New +$4.29M 3.89% 6
2020
Q4
$2.54M Buy
34,971
+2,839
+9% +$207K 2.82% 16
2020
Q3
$1.95M Sell
32,132
-143
-0.4% -$8.66K 2.76% 17
2020
Q2
$1.82M Sell
32,275
-12,823
-28% -$724K 2.47% 22
2020
Q1
$1.98M Sell
45,098
-2,321
-5% -$102K 3.43% 13
2019
Q4
$2.91M Sell
47,419
-1,919
-4% -$118K 2.82% 18
2019
Q3
$2.54M Buy
+49,338
New +$2.54M 2.77% 17