EFS
Essex Financial Services’s Navient NAVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,780
| Closed | -$243K | – | 502 |
|
|
2022
Q4 | $243K | Sell |
14,780
-3,635
| -20% | -$59.8K | 0.03% | 419 |
|
|
2022
Q3 | $271K | Buy |
18,415
+1,870
| +11% | +$27.5K | 0.03% | 360 |
|
|
2022
Q2 | $231K | Buy |
16,545
+4,600
| +39% | +$64.2K | 0.03% | 429 |
|
|
2022
Q1 | $204K | Sell |
11,945
-1,125
| -9% | -$19.2K | 0.02% | 482 |
|
|
2021
Q4 | $277K | Hold |
13,070
| – | – | 0.03% | 383 |
|
|
2021
Q3 | $258K | Sell |
13,070
-2,210
| -14% | -$43.6K | 0.03% | 379 |
|
|
2021
Q2 | $219K | Hold |
15,280
| – | – | 0.03% | 413 |
|
|
2021
Q1 | $219K | Buy |
15,280
+877
| +6% | +$12.6K | 0.04% | 324 |
|
|
2020
Q4 | $141K | Sell |
14,403
-2,152
| -13% | -$21.1K | 0.03% | 319 |
|
|
2020
Q3 | $140K | Buy |
+16,555
| New | +$140K | 0.03% | 273 |
|