AE Wealth Management’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-76,315
| Closed | -$1M | – | 475 |
|
|
2018
Q1 | $1M | Sell |
76,315
-2,980
| -4% | -$39.1K | 0.08% | 168 |
|
|
2017
Q4 | $1.06M | Buy |
79,295
+16,759
| +27% | +$223K | 0.09% | 156 |
|
|
2017
Q3 | $939K | Sell |
62,536
-1,344
| -2% | -$20.2K | 0.09% | 160 |
|
|
2017
Q2 | $1.06M | Buy |
63,880
+2,835
| +5% | +$47.2K | 0.13% | 137 |
|
|
2017
Q1 | $901K | Buy |
61,045
+7,700
| +14% | +$114K | 0.17% | 124 |
|
|
2016
Q4 | $876K | Buy |
+53,345
| New | +$876K | 0.35% | 63 |
|