First Trust Direct Indexing’s Navient NAVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,942
Closed -$217K 588
2024
Q3
$217K Buy
13,942
+1,491
+12% +$23.2K 0.01% 885
2024
Q2
$181K Buy
+12,451
New +$181K 0.01% 849