KLR Investment Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $417K | Buy |
14,056
+1,100
| +8% | +$32.6K | 0.3% | 89 |
|
|
2023
Q4 | $436K | Buy |
12,956
+2,421
| +23% | +$81.4K | 0.31% | 87 |
|
|
2023
Q3 | $261K | Sell |
10,535
-1,957
| -16% | -$48.5K | 0.24% | 144 |
|
|
2023
Q2 | $376K | Buy |
12,492
+1,514
| +14% | +$45.6K | 0.31% | 104 |
|
|
2023
Q1 | $272K | Sell |
10,978
-2,762
| -20% | -$68.4K | 0.24% | 142 |
|
|
2022
Q4 | $363K | Buy |
+13,740
| New | +$363K | 0.3% | 102 |
|