FirstPurpose Wealth’s nCino NCNO Stock Holding History

FirstPurpose Wealth’s Portfolio NCNO Stock Details NCNO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.7M	Buy
2023 Q4	$2.59M	Sell
2023 Q3	$4.76M	Sell
2023 Q2	$4.52M	Buy
2023 Q1	$3.71M	Buy
2022 Q4	$3.94M	Buy
2022 Q3	$5.07M	Buy
2022 Q2	$4.58M	Sell
2022 Q1	$6.08M	Buy
2021 Q4	$8.11M	Buy