Berman Capital Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Hold |
221
| – | – | ﹤0.01% | 1497 |
|
|
2021
Q2 | $4K | Buy |
221
+65
| +42% | +$1.18K | ﹤0.01% | 1409 |
|
|
2021
Q1 | $2K | Hold |
156
| – | – | ﹤0.01% | 1530 |
|
|
2020
Q4 | $1K | Hold |
156
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q3 | $1K | Sell |
156
-62
| -28% | -$397 | ﹤0.01% | 1478 |
|
|
2020
Q2 | $1K | Buy |
218
+14
| +7% | +$64 | ﹤0.01% | 1463 |
|
|
2020
Q1 | $1K | Sell |
204
-100
| -33% | -$490 | ﹤0.01% | 1329 |
|
|
2019
Q4 | $4K | Buy |
304
+1
| +0.3% | +$13 | ﹤0.01% | 1032 |
|
|
2019
Q3 | $3K | Hold |
303
| – | – | ﹤0.01% | 1091 |
|
|
2019
Q2 | $4K | Hold |
303
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q1 | $3K | Buy |
303
+248
| +451% | +$2.46K | ﹤0.01% | 1013 |
|
|
2018
Q4 | $0 | Buy |
+55
| New | – | ﹤0.01% | 1218 |
|