Alera Investment Advisors’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $571K | Buy |
638
+186
| +41% | +$166K | 0.07% | 124 |
|
2024
Q2 | $356K | Buy |
+452
| New | +$356K | 0.04% | 171 |
|
2023
Q2 | – | Sell |
-928
| Closed | -$431K | – | 178 |
|
2023
Q1 | $431K | Buy |
928
+24
| +3% | +$11.2K | 0.1% | 121 |
|
2022
Q4 | $351K | Sell |
904
-18
| -2% | -$6.99K | 0.08% | 133 |
|
2022
Q3 | $349K | Sell |
922
-772
| -46% | -$292K | 0.1% | 129 |
|
2022
Q2 | $806K | Buy |
1,694
+35
| +2% | +$16.7K | 0.23% | 63 |
|
2022
Q1 | $924K | Buy |
+1,659
| New | +$924K | 0.21% | 63 |
|
2019
Q2 | – | Sell |
-99
| Closed | -$24K | – | 685 |
|
2019
Q1 | $24K | Buy |
99
+18
| +22% | +$4.36K | 0.01% | 250 |
|
2018
Q4 | $14K | Buy |
+81
| New | +$14K | 0.01% | 361 |
|