Tilia Fiduciary Partners’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 |
-1,002
| Closed | -$30.2K | – | 335 |
|
|
2023
Q2 | $30.2K | Hold |
1,002
| – | – | 0.03% | 264 |
|
|
2023
Q1 | $24.8K | Hold |
1,002
| – | – | 0.02% | 277 |
|
|
2022
Q4 | $26.5K | Buy |
1,002
+50
| +5% | +$1.32K | 0.03% | 258 |
|
|
2022
Q3 | $30K | Hold |
952
| – | – | 0.03% | 246 |
|
|
2022
Q2 | $30K | Hold |
952
| – | – | 0.03% | 253 |
|
|
2022
Q1 | $39K | Buy |
+952
| New | +$39K | 0.03% | 242 |
|