SWS
SYSTM Wealth Solutions’s nCino NCNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,234
| Closed | -$383K | – | 854 |
|
|
2024
Q1 | $383K | Buy |
+10,234
| New | +$383K | 0.05% | 315 |
|
|
2023
Q4 | – | Sell |
-10,082
| Closed | -$321K | – | 1018 |
|
|
2023
Q3 | $321K | Hold |
10,082
| – | – | 0.05% | 352 |
|
|
2023
Q2 | $304K | Sell |
10,082
-71
| -0.7% | -$2.14K | 0.04% | 387 |
|
|
2023
Q1 | $252K | Buy |
+10,153
| New | +$252K | 0.04% | 408 |
|