Carson Wealth (CWM LLC)’s Navigator Holdings NVGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,527
| Closed | -$57K | – | 5075 |
|
|
2024
Q3 | $57K | Buy |
3,527
+27
| +0.8% | +$436 | ﹤0.01% | 2592 |
|
|
2024
Q2 | $61K | Sell |
3,500
-244
| -7% | -$4.25K | ﹤0.01% | 2332 |
|
|
2024
Q1 | $57K | Hold |
3,744
| – | – | ﹤0.01% | 2214 |
|
|
2023
Q4 | $54K | Buy |
+3,744
| New | +$54K | ﹤0.01% | 2126 |
|