Bar Harbor Wealth Management’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,166
| Closed | -$233K | – | 347 |
|
|
2016
Q4 | $233K | Hold |
14,166
| – | – | 0.03% | 325 |
|
|
2016
Q3 | $205K | Hold |
14,166
| – | – | 0.02% | 329 |
|
|
2016
Q2 | $169K | Hold |
14,166
| – | – | 0.02% | 310 |
|
|
2016
Q1 | $170K | Hold |
14,166
| – | – | 0.02% | 298 |
|
|
2015
Q4 | $162K | Buy |
14,166
+3,015
| +27% | +$34.5K | 0.02% | 287 |
|
|
2015
Q3 | $125K | Buy |
+11,151
| New | +$125K | 0.02% | 281 |
|