BerganKDV Wealth Management’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $15.8K | Hold |
850
| – | – | ﹤0.01% | 514 |
|
|
2023
Q1 | $13.6K | Hold |
850
| – | – | ﹤0.01% | 560 |
|
|
2022
Q4 | $14K | Hold |
850
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $12K | Hold |
850
| – | – | ﹤0.01% | 552 |
|
|
2022
Q2 | $12K | Hold |
850
| – | – | ﹤0.01% | 560 |
|
|
2022
Q1 | $14K | Hold |
850
| – | – | ﹤0.01% | 561 |
|
|
2021
Q4 | $18K | Buy |
+850
| New | +$18K | ﹤0.01% | 561 |
|