Perigon Wealth Management’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,717
| Closed | -$234K | – | 599 |
|
|
2022
Q1 | $234K | Buy |
5,717
+276
| +5% | +$11.3K | 0.02% | 543 |
|
|
2021
Q4 | $298K | Buy |
5,441
+721
| +15% | +$39.5K | 0.02% | 454 |
|
|
2021
Q3 | $335K | Sell |
4,720
-200
| -4% | -$14.2K | 0.03% | 387 |
|
|
2021
Q2 | $295K | Buy |
4,920
+322
| +7% | +$19.3K | 0.03% | 407 |
|
|
2021
Q1 | $307K | Buy |
+4,598
| New | +$307K | 0.03% | 384 |
|