JFS Wealth Advisors’s nCino NCNO Stock Holding History

JFS Wealth Advisors’s Portfolio NCNO Stock Details NCNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$476	Sell
2025 Q1	$715	Buy
2024 Q4	$236	Buy
2024 Q3	$190	Hold
2024 Q2	$189	Sell
2024 Q1	$599	Hold
2023 Q4	$539	Buy
2023 Q3	$446	Buy
2021 Q4	–	Sell
2021 Q3	$4K	Buy