FirstPurpose Wealth’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.7M | Buy |
80,905
+3,972
| +5% | +$133K | 0.98% | 17 |
|
|
2023
Q4 | $2.59M | Sell |
76,933
-72,848
| -49% | -$2.45M | 0.99% | 17 |
|
|
2023
Q3 | $4.76M | Sell |
149,781
-132
| -0.1% | -$4.2K | 2.06% | 8 |
|
|
2023
Q2 | $4.52M | Buy |
149,913
+72
| +0% | +$2.17K | 1.93% | 11 |
|
|
2023
Q1 | $3.71M | Buy |
149,841
+917
| +0.6% | +$22.7K | 1.83% | 11 |
|
|
2022
Q4 | $3.94M | Buy |
148,924
+336
| +0.2% | +$8.88K | 2.2% | 7 |
|
|
2022
Q3 | $5.07M | Buy |
148,588
+383
| +0.3% | +$13.1K | 3.34% | 5 |
|
|
2022
Q2 | $4.58M | Sell |
148,205
-30
| -0% | -$927 | 3.08% | 7 |
|
|
2022
Q1 | $6.08M | Buy |
148,235
+440
| +0.3% | +$18K | 4.74% | 4 |
|
|
2021
Q4 | $8.11M | Buy |
+147,795
| New | +$8.11M | 5.09% | 4 |
|