Glassman Wealth Services’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$198 | – | 1976 |
|
|
2023
Q1 | $198 | Sell |
8
-7
| -47% | -$173 | ﹤0.01% | 1804 |
|
|
2022
Q4 | $397 | Sell |
15
-12
| -44% | -$318 | ﹤0.01% | 1669 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1465 |
|
|
2022
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1476 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 1838 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1812 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1740 |
|
|
2021
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1579 |
|