Clearstead Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-301
| Closed | -$8.27K | – | 2826 |
|
|
2025
Q1 | $8.27K | Sell |
301
-187
| -38% | -$5.14K | ﹤0.01% | 1656 |
|
|
2024
Q4 | $16.4K | Hold |
488
| – | – | ﹤0.01% | 1446 |
|
|
2024
Q3 | $15.4K | Hold |
488
| – | – | ﹤0.01% | 1491 |
|
|
2024
Q2 | $15.3K | Buy |
+488
| New | +$15.3K | ﹤0.01% | 1446 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$603 | – | 1546 |
|
|
2023
Q2 | $603 | Hold |
20
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q1 | $496 | Hold |
20
| – | – | ﹤0.01% | 1302 |
|
|
2022
Q4 | $529 | Hold |
20
| – | – | ﹤0.01% | 1224 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1170 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1307 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1193 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1171 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1041 |
|