First Personal Financial Services’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-239
| Closed | -$2K | – | 691 |
|
|
2018
Q4 | $2K | Hold |
239
| – | – | ﹤0.01% | 624 |
|
|
2018
Q3 | $3K | Hold |
239
| – | – | ﹤0.01% | 645 |
|
|
2018
Q2 | $3K | Hold |
239
| – | – | ﹤0.01% | 622 |
|
|
2018
Q1 | $3K | Sell |
239
-5
| -2% | -$63 | ﹤0.01% | 967 |
|
|
2017
Q4 | $3K | Sell |
244
-116
| -32% | -$1.43K | ﹤0.01% | 955 |
|
|
2017
Q3 | $5K | Hold |
360
| – | – | ﹤0.01% | 778 |
|
|
2017
Q2 | $6K | Hold |
360
| – | – | ﹤0.01% | 779 |
|
|
2017
Q1 | $5K | Hold |
360
| – | – | ﹤0.01% | 798 |
|
|
2016
Q4 | $6K | Sell |
360
-60
| -14% | -$1K | ﹤0.01% | 808 |
|
|
2016
Q3 | $6K | Buy |
420
+60
| +17% | +$857 | ﹤0.01% | 678 |
|
|
2016
Q2 | $4K | Buy |
+360
| New | +$4K | ﹤0.01% | 706 |
|
|
2015
Q4 | – | Sell |
-315
| Closed | -$4K | – | 462 |
|
|
2015
Q3 | $4K | Sell |
315
-362
| -53% | -$4.6K | ﹤0.01% | 343 |
|
|
2015
Q2 | $13K | Hold |
677
| – | – | 0.01% | 261 |
|
|
2015
Q1 | $14K | Hold |
677
| – | – | 0.01% | 251 |
|
|
2014
Q4 | $14K | Buy |
+677
| New | +$14K | 0.01% | 232 |
|