TCI Wealth Advisors’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10	Closed	-$248	–	1477
2023 Q1	$248	Buy	+10	New	+$248	﹤0.01%	2309
2022 Q4	–	Sell	-18	Closed	-$1K	–	2601
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	2122
2022 Q2	$1K	Buy	+18	New	+$1K	﹤0.01%	2164