Truvvo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-28,116
| Closed | -$1.14M | – | 116 |
|
|
2017
Q4 | $1.14M | Sell |
28,116
-3,096
| -10% | -$125K | 0.39% | 60 |
|
|
2017
Q3 | $1.25M | Hold |
31,212
| – | – | 0.42% | 50 |
|
|
2017
Q2 | $1.19M | Buy |
31,212
+1,721
| +6% | +$65.3K | 0.43% | 55 |
|
|
2017
Q1 | $1.04M | Buy |
29,491
+5,997
| +26% | +$212K | 0.47% | 49 |
|
|
2016
Q4 | $672 | Buy |
23,494
+5,273
| +29% | +$151 | 0.24% | 76 |
|
|
2016
Q3 | $586K | Buy |
+18,221
| New | +$586K | 0.26% | 79 |
|