Baker Tilly Wealth Management’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 |
-6,412
| Closed | -$202K | – | 271 |
|
|
2024
Q2 | $202K | Sell |
6,412
-11,966
| -65% | -$376K | 0.08% | 272 |
|
|
2024
Q1 | $687K | Buy |
18,378
+355
| +2% | +$13.3K | 0.12% | 182 |
|
|
2023
Q4 | $606K | Buy |
18,023
+1,852
| +11% | +$62.3K | 0.1% | 229 |
|
|
2023
Q3 | $514K | Sell |
16,171
-4,060
| -20% | -$129K | 0.08% | 253 |
|
|
2023
Q2 | $609K | Sell |
20,231
-1,296
| -6% | -$39K | 0.06% | 291 |
|
|
2023
Q1 | $533K | Buy |
21,527
+6,665
| +45% | +$165K | 0.06% | 314 |
|
|
2022
Q4 | $393K | Sell |
14,862
-1,652
| -10% | -$43.7K | 0.05% | 387 |
|
|
2022
Q3 | $563K | Buy |
16,514
+5,482
| +50% | +$187K | 0.08% | 269 |
|
|
2022
Q2 | $341K | Buy |
11,032
+259
| +2% | +$8.01K | 0.04% | 389 |
|
|
2022
Q1 | $441K | Buy |
10,773
+2,153
| +25% | +$88.1K | 0.05% | 366 |
|
|
2021
Q4 | $473K | Sell |
8,620
-2,257
| -21% | -$124K | 0.05% | 364 |
|
|
2021
Q3 | $773K | Buy |
10,877
+1,167
| +12% | +$82.9K | 0.1% | 213 |
|
|
2021
Q2 | $582K | Buy |
9,710
+1,324
| +16% | +$79.4K | 0.09% | 245 |
|
|
2021
Q1 | $560K | Buy |
8,386
+1,804
| +27% | +$120K | 0.11% | 215 |
|
|
2020
Q4 | $477K | Buy |
+6,582
| New | +$477K | 0.15% | 154 |
|