Colonial Trust Advisors’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7	Closed	-$221	–	747
2024 Q3	$221	Sell	7 -193	-97%	-$6.09K	﹤0.01%	733
2024 Q2	$6.29K	Hold	200	–	–	﹤0.01%	581
2024 Q1	$7.48K	Buy	+200	New	+$7.48K	﹤0.01%	647