Baystate Wealth Management’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-90	Closed	-$2.71K	–	1082
2023 Q2	$2.71K	Hold	90	–	–	﹤0.01%	807
2023 Q1	$2.23K	Buy	+90	New	+$2.23K	﹤0.01%	814