Concert 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
Q2 | – | Sell |
-27,428
| Closed | -$450K | – | 334 |
|
|
2017
Q1 | $450K | Sell |
27,428
-400
| -1% | -$6.56K | 0.1% | 272 |
|
|
2016
Q4 | $457K | Buy |
27,828
+482
| +2% | +$7.92K | 0.1% | 271 |
|
|
2016
Q3 | $393K | Sell |
27,346
-987
| -3% | -$14.2K | 0.05% | 423 |
|
|
2016
Q2 | $342K | Sell |
28,333
-7,655
| -21% | -$92.4K | 0.05% | 422 |
|
|
2016
Q1 | $431K | Sell |
35,988
-239
| -0.7% | -$2.86K | 0.06% | 381 |
|
|
2015
Q4 | $407K | Buy |
36,227
+18,015
| +99% | +$202K | 0.05% | 400 |
|
|
2015
Q3 | $197K | Buy |
+18,212
| New | +$197K | 0.03% | 619 |
|