JFS Wealth Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476 | Sell |
17
-9
| -35% | -$252 | ﹤0.01% | 1705 |
|
|
2025
Q1 | $715 | Buy |
26
+19
| +271% | +$523 | ﹤0.01% | 1715 |
|
|
2024
Q4 | $236 | Buy |
7
+1
| +17% | +$34 | ﹤0.01% | 1839 |
|
|
2024
Q3 | $190 | Hold |
6
| – | – | ﹤0.01% | 1871 |
|
|
2024
Q2 | $189 | Sell |
6
-10
| -63% | -$315 | ﹤0.01% | 1896 |
|
|
2024
Q1 | $599 | Hold |
16
| – | – | ﹤0.01% | 1754 |
|
|
2023
Q4 | $539 | Buy |
16
+2
| +14% | +$67 | ﹤0.01% | 1790 |
|
|
2023
Q3 | $446 | Buy |
+14
| New | +$446 | ﹤0.01% | 1765 |
|
|
2021
Q4 | – | Sell |
-60
| Closed | -$4K | – | 1823 |
|
|
2021
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 736 |
|