Level Four Advisory Services’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,804
| Closed | -$205K | – | 818 |
|
|
2023
Q2 | $205K | Buy |
+6,804
| New | +$205K | 0.01% | 734 |
|
|
2022
Q4 | – | Sell |
-6,020
| Closed | -$205K | – | 696 |
|
|
2022
Q3 | $205K | Buy |
+6,020
| New | +$205K | 0.02% | 502 |
|
|
2022
Q2 | – | Sell |
-6,050
| Closed | -$248K | – | 617 |
|
|
2022
Q1 | $248K | Sell |
6,050
-410
| -6% | -$16.8K | 0.02% | 553 |
|
|
2021
Q4 | $354K | Buy |
+6,460
| New | +$354K | 0.03% | 482 |
|