Balasa Dinverno & Foltz’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $494K | Buy |
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|
2021
Q2 | $396K | Sell |
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|
2021
Q1 | $309K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q3 | $181K | Sell |
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|
2020
Q2 | $388K | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $898K | Buy |
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|
2019
Q2 | $792K | Buy |
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|
2019
Q1 | $152K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $269K | Buy |
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|
2016
Q3 | $167K | Buy |
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|
2016
Q2 | $122K | Buy |
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