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Diversify Advisory Services’s nCino NCNO Stock Holding History

Diversify Advisory Services’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,496
Closed -$202K – 662
2024
Q2 		$202K Sell
6,496
-4,052
-38% -$126K 0.01% 606
2024
Q1 		$373K Buy
+10,548
New +$373K 0.02% 487