Baldwin Wealth Partners’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-500
| Closed | -$8K | – | 489 |
|
|
2017
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 426 |
|
|
2017
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 432 |
|
|
2017
Q1 | $7K | Sell |
500
-5,000
| -91% | -$70K | ﹤0.01% | 437 |
|
|
2016
Q4 | $90K | Hold |
5,500
| – | – | 0.02% | 241 |
|
|
2016
Q3 | $80K | Buy |
+5,500
| New | +$80K | 0.01% | 259 |
|