Wealthspire Advisors (Maryland)’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$773K Buy
2019
Q1
$838K Sell
2018
Q4
$616K Buy
2018
Q3
$134K Sell
2018
Q2
$137K Buy
2018
Q1
$133K Sell
2017
Q4
$108K Sell
2017
Q3
$128K Buy
2017
Q2
$117K Buy
2017
Q1
$86K Buy
2016
Q4
$69K Buy
2016
Q3
$77K Buy
2016
Q2
$22K Buy
2016
Q1
$21K Buy
2015
Q4
$21K Buy