Focused Wealth Management’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$1.58K | – | 204 |
|
|
2024
Q3 | $1.58K | Buy |
+50
| New | +$1.58K | ﹤0.01% | 206 |
|
|
2024
Q1 | – | Sell |
-50
| Closed | -$1.68K | – | 629 |
|
|
2023
Q4 | $1.68K | Hold |
50
| – | – | ﹤0.01% | 773 |
|
|
2023
Q3 | $1.59K | Hold |
50
| – | – | ﹤0.01% | 770 |
|
|
2023
Q2 | $1.51K | Hold |
50
| – | – | ﹤0.01% | 787 |
|
|
2023
Q1 | $1.24K | Hold |
50
| – | – | ﹤0.01% | 814 |
|
|
2022
Q4 | $1.32K | Hold |
50
| – | – | ﹤0.01% | 796 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 736 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 707 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 751 |
|
|
2021
Q4 | $3K | Sell |
50
-60
| -55% | -$3.6K | ﹤0.01% | 723 |
|
|
2021
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $7K | Sell |
110
-25
| -19% | -$1.59K | ﹤0.01% | 619 |
|
|
2021
Q1 | $9K | Sell |
135
-250
| -65% | -$16.7K | ﹤0.01% | 572 |
|
|
2020
Q4 | $28K | Sell |
385
-1,260
| -77% | -$91.6K | 0.01% | 402 |
|
|
2020
Q3 | $131K | Buy |
+1,645
| New | +$131K | 0.03% | 192 |
|