YWP
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YorkBridge Wealth Partners’s SS&C Technologies SSNC Stock Holding History

YorkBridge Wealth Partners’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,396
Closed -$138K – 575
2019
Q2 		$138K Sell
2,396
-146
-6% -$8.8K 0.06% 238
2019
Q1 		$162K Buy
2,542
+1
+0% +$56 0.07% 195
2018
Q4 		$115K Sell
2,541
-67
-3% -$3.25K 0.06% 226
2018
Q3 		$146K Sell
2,608
-142
-5% -$7.88K 0.07% 218
2018
Q2 		$143K Buy
2,750
+88
+3% +$4.45K 0.06% 226
2018
Q1 		$134K Buy
2,662
+42
+2% +$2.08K 0.06% 236
2017
Q4 		$124K Buy
+2,620
New +$107K 0.06% 245

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BAM
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CCM
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