WBI Investments’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,088
| Closed | -$676K | – | 322 |
|
|
2025
Q1 | $676K | Buy |
+8,088
| New | +$676K | 0.18% | 127 |
|
|
2022
Q1 | – | Sell |
-39,778
| Closed | -$3.14M | – | 231 |
|
|
2021
Q4 | $3.14M | Buy |
+39,778
| New | +$3.14M | 0.5% | 48 |
|
|
2017
Q3 | – | Sell |
-52,641
| Closed | -$2.02M | – | 372 |
|
|
2017
Q2 | $2.02M | Buy |
+52,641
| New | +$2.02M | 0.09% | 153 |
|