EWM
Evercore Wealth Management’s Navient NAVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-613
| Closed | -$8K | – | 642 |
|
|
2017
Q4 | $8K | Hold |
613
| – | – | ﹤0.01% | 822 |
|
|
2017
Q3 | $9K | Hold |
613
| – | – | ﹤0.01% | 803 |
|
|
2017
Q2 | $10K | Hold |
613
| – | – | ﹤0.01% | 820 |
|
|
2017
Q1 | $9K | Hold |
613
| – | – | ﹤0.01% | 835 |
|
|
2016
Q4 | $10K | Hold |
613
| – | – | ﹤0.01% | 826 |
|
|
2016
Q3 | $9K | Hold |
613
| – | – | ﹤0.01% | 878 |
|
|
2016
Q2 | $7K | Buy |
+613
| New | +$7K | ﹤0.01% | 884 |
|