VFA
Values First Advisors’s nCino NCNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,128
| Closed | -$282K | – | 158 |
|
|
2022
Q2 | $282K | Buy |
9,128
+1,213
| +15% | +$37.5K | 0.2% | 118 |
|
|
2022
Q1 | $324K | Buy |
7,915
+3,177
| +67% | +$130K | 0.2% | 123 |
|
|
2021
Q4 | $260K | Sell |
4,738
-1,268
| -21% | -$69.6K | 0.15% | 139 |
|
|
2021
Q3 | $427K | Buy |
+6,006
| New | +$427K | 0.28% | 104 |
|