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ProVise Management Group’s ServiceNow NOW Stock Holding History

ProVise Management Group’s Portfolio NOW Stock Details NOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,105
Closed -$293K – 284
2020
Q1 		$293K Sell
5,105
-750
-13% -$46.9K 0.05% 220
2019
Q4 		$331K Sell
5,855
-3,045
-34% -$160K 0.04% 234
2019
Q3 		$452K Buy
+8,900
New +$484K 0.06% 204

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