Spire Wealth Management’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 |
-2,055
| Closed | -$61.9K | – | 2430 |
|
|
2023
Q2 | $61.9K | Hold |
2,055
| – | – | ﹤0.01% | 1119 |
|
|
2023
Q1 | $50.9K | Buy |
2,055
+745
| +57% | +$18.5K | ﹤0.01% | 1198 |
|
|
2022
Q4 | $35K | Hold |
1,310
| – | – | ﹤0.01% | 1122 |
|
|
2022
Q3 | $45K | Buy |
1,310
+538
| +70% | +$18.5K | ﹤0.01% | 989 |
|
|
2022
Q2 | $24K | Buy |
+772
| New | +$24K | ﹤0.01% | 1592 |
|
|
2022
Q1 | – | Sell |
-822
| Closed | -$45K | – | 2752 |
|
|
2021
Q4 | $45K | Hold |
822
| – | – | ﹤0.01% | 1785 |
|
|
2021
Q3 | $58K | Hold |
822
| – | – | ﹤0.01% | 1406 |
|
|
2021
Q2 | $49K | Hold |
822
| – | – | ﹤0.01% | 1495 |
|
|
2021
Q1 | $55K | Buy |
+822
| New | +$55K | ﹤0.01% | 1682 |
|