WR Wealth Planners’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.1K | Hold |
226
| – | – | 0.01% | 504 |
|
|
2024
Q3 | $16.8K | Buy |
226
+22
| +11% | +$1.63K | ﹤0.01% | 537 |
|
|
2024
Q2 | $12.8K | Buy |
204
+27
| +15% | +$1.69K | ﹤0.01% | 540 |
|
|
2024
Q1 | $11.4K | Buy |
+177
| New | +$11.4K | ﹤0.01% | 572 |
|
|
2023
Q4 | – | Sell |
-171
| Closed | -$8.98K | – | 770 |
|
|
2023
Q3 | $8.98K | Hold |
171
| – | – | ﹤0.01% | 593 |
|
|
2023
Q2 | $10.4K | Sell |
171
-17
| -9% | -$1.03K | ﹤0.01% | 562 |
|
|
2023
Q1 | $10.6K | Buy |
+188
| New | +$10.6K | ﹤0.01% | 536 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | -$143 | – | 537 |
|
|
2022
Q3 | $143 | Buy |
+3
| New | +$143 | ﹤0.01% | 496 |
|