Valeo Financial Advisors’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4
| Closed | – | – | 1554 |
|
|
2021
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2076 |
|
|
2020
Q3 | – | Sell |
-2,233
| Closed | -$126K | – | 2016 |
|
|
2020
Q2 | $126K | Hold |
2,233
| – | – | 0.01% | 422 |
|
|
2020
Q1 | $110K | Buy |
+2,233
| New | +$110K | 0.01% | 399 |
|
|
2018
Q4 | – | Sell |
-117
| Closed | -$6K | – | 1696 |
|
|
2018
Q3 | $6K | Buy |
+117
| New | +$6K | ﹤0.01% | 1138 |
|