Clearstead Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $8.27K | Sell |
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|
2024
Q4 | $16.4K | Hold |
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|
2024
Q3 | $15.4K | Hold |
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|
2024
Q2 | $15.3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $603 | Hold |
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|
2023
Q1 | $496 | Hold |
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|
2022
Q4 | $529 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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