Private Wealth Management Group’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-110
| Closed | -$3.02K | – | 1562 |
|
|
2025
Q1 | $3.02K | Sell |
110
-37
| -25% | -$1.02K | ﹤0.01% | 917 |
|
|
2024
Q4 | $4.94K | Hold |
147
| – | – | ﹤0.01% | 744 |
|
|
2024
Q3 | $4.64K | Hold |
147
| – | – | ﹤0.01% | 763 |
|
|
2024
Q2 | $4.62K | Sell |
147
-61
| -29% | -$1.92K | ﹤0.01% | 733 |
|
|
2024
Q1 | $7.78K | Hold |
208
| – | – | ﹤0.01% | 482 |
|
|
2023
Q4 | $7K | Buy |
+208
| New | +$7K | ﹤0.01% | 504 |
|