Edmond de Rothschild Holding’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,477
| Closed | -$145K | – | 786 |
|
|
2022
Q4 | $145K | Hold |
5,477
| – | – | ﹤0.01% | 511 |
|
|
2022
Q3 | $187K | Buy |
5,477
+49
| +0.9% | +$1.67K | ﹤0.01% | 473 |
|
|
2022
Q2 | $168K | Buy |
+5,428
| New | +$168K | ﹤0.01% | 509 |
|
|
2022
Q1 | – | Sell |
-4,975
| Closed | -$273K | – | 835 |
|
|
2021
Q4 | $273K | Buy |
4,975
+1,657
| +50% | +$90.9K | 0.01% | 492 |
|
|
2021
Q3 | $236K | Buy |
+3,318
| New | +$236K | 0.01% | 520 |
|