EverSource Wealth Advisors’s nCino NCNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$247 | – | 4319 |
|
|
2025
Q1 | $247 | Sell |
9
-93
| -91% | -$2.55K | ﹤0.01% | 3652 |
|
|
2024
Q4 | $3.43K | Buy |
102
+91
| +827% | +$3.06K | ﹤0.01% | 2508 |
|
|
2024
Q3 | $347 | Hold |
11
| – | – | ﹤0.01% | 2919 |
|
|
2024
Q2 | $360 | Sell |
11
-7
| -39% | -$229 | ﹤0.01% | 2948 |
|
|
2024
Q1 | $525 | Buy |
+18
| New | +$525 | ﹤0.01% | 2705 |
|