YorkBridge Wealth Partners’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 |
-2,396
| Closed | -$138K | – | 575 |
|
|
2019
Q2 | $138K | Sell |
2,396
-146
| -6% | -$8.41K | 0.06% | 238 |
|
|
2019
Q1 | $162K | Buy |
2,542
+1
| +0% | +$64 | 0.07% | 195 |
|
|
2018
Q4 | $115K | Sell |
2,541
-67
| -3% | -$3.03K | 0.06% | 226 |
|
|
2018
Q3 | $146K | Sell |
2,608
-142
| -5% | -$7.95K | 0.07% | 218 |
|
|
2018
Q2 | $143K | Buy |
2,750
+88
| +3% | +$4.58K | 0.06% | 226 |
|
|
2018
Q1 | $134K | Buy |
2,662
+42
| +2% | +$2.11K | 0.06% | 236 |
|
|
2017
Q4 | $124K | Buy |
+2,620
| New | +$124K | 0.06% | 245 |
|