JFS Wealth Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $718 | Buy |
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|
2025
Q3 | $570 | Buy |
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|
2025
Q2 | $476 | Sell |
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|
2025
Q1 | $715 | Buy |
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|
2024
Q4 | $236 | Buy |
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|
2024
Q3 | $190 | Hold |
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|
2024
Q2 | $189 | Sell |
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|
2024
Q1 | $599 | Hold |
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|
2023
Q4 | $539 | Buy |
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|
2023
Q3 | $446 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4K | Buy |
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