Wealthspire Advisors (Maryland)’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,410
| Closed | -$773K | – | 483 |
|
|
2019
Q2 | $773K | Buy |
13,410
+260
| +2% | +$15K | 0.06% | 177 |
|
|
2019
Q1 | $838K | Sell |
13,150
-505
| -4% | -$32.2K | 0.06% | 156 |
|
|
2018
Q4 | $616K | Buy |
13,655
+11,294
| +478% | +$509K | 0.05% | 183 |
|
|
2018
Q3 | $134K | Sell |
2,361
-285
| -11% | -$16.2K | 0.01% | 575 |
|
|
2018
Q2 | $137K | Buy |
2,646
+172
| +7% | +$8.91K | 0.01% | 583 |
|
|
2018
Q1 | $133K | Sell |
2,474
-183
| -7% | -$9.84K | 0.01% | 599 |
|
|
2017
Q4 | $108K | Sell |
2,657
-526
| -17% | -$21.4K | 0.01% | 684 |
|
|
2017
Q3 | $128K | Buy |
3,183
+133
| +4% | +$5.35K | 0.01% | 616 |
|
|
2017
Q2 | $117K | Buy |
3,050
+622
| +26% | +$23.9K | 0.01% | 635 |
|
|
2017
Q1 | $86K | Buy |
2,428
+6
| +0.2% | +$213 | 0.01% | 654 |
|
|
2016
Q4 | $69K | Buy |
2,422
+18
| +0.7% | +$513 | 0.01% | 684 |
|
|
2016
Q3 | $77K | Buy |
2,404
+1,622
| +207% | +$52K | 0.01% | 652 |
|
|
2016
Q2 | $22K | Buy |
782
+130
| +20% | +$3.66K | ﹤0.01% | 975 |
|
|
2016
Q1 | $21K | Buy |
652
+26
| +4% | +$837 | ﹤0.01% | 963 |
|
|
2015
Q4 | $21K | Buy |
+626
| New | +$21K | ﹤0.01% | 955 |
|