Bogart Wealth 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 |
-25
| Closed | -$786 | – | 1182 |
|
|
2024
Q2 | $786 | Hold |
25
| – | – | ﹤0.01% | 1020 |
|
|
2024
Q1 | $935 | Hold |
25
| – | – | ﹤0.01% | 972 |
|
|
2023
Q4 | $841 | Sell |
25
-35
| -58% | -$1.18K | ﹤0.01% | 970 |
|
|
2023
Q3 | $1.91K | Hold |
60
| – | – | ﹤0.01% | 884 |
|
|
2023
Q2 | $1.81K | Hold |
60
| – | – | ﹤0.01% | 893 |
|
|
2023
Q1 | $1.49K | Hold |
60
| – | – | ﹤0.01% | 950 |
|
|
2022
Q4 | $1.59K | Hold |
60
| – | – | ﹤0.01% | 813 |
|
|
2022
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 828 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 777 |
|
|
2022
Q1 | $2K | Buy |
60
+25
| +71% | +$833 | ﹤0.01% | 685 |
|
|
2021
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 661 |
|
|
2021
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 639 |
|
|
2021
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 600 |
|
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 557 |
|
|
2020
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 408 |
|