Asset Dedication LLC’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-155
| Closed | -$4.88K | – | 1214 |
|
|
2024
Q2 | $4.88K | Buy |
+155
| New | +$4.88K | ﹤0.01% | 927 |
|
|
2021
Q3 | – | Sell |
-220
| Closed | -$13K | – | 1015 |
|
|
2021
Q2 | $13K | Buy |
+220
| New | +$13K | ﹤0.01% | 583 |
|
|
2021
Q1 | – | Sell |
-220
| Closed | -$16K | – | 744 |
|
|
2020
Q4 | $16K | Buy |
+220
| New | +$16K | ﹤0.01% | 493 |
|