WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1496 |
|
|
2017
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1425 |
|
|
2016
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1497 |
|
|
2014
Q3 | – | Sell |
-72
| Closed | -$2K | – | 2141 |
|
|
2014
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 1819 |
|
|
2014
Q1 | $1K | Sell |
72
-600
| -89% | -$8.33K | ﹤0.01% | 1897 |
|
|
2013
Q4 | $15K | Buy |
672
+72
| +12% | +$1.61K | ﹤0.01% | 1461 |
|
|
2013
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 1493 |
|
|
2013
Q2 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 1457 |
|