Geneos Wealth Management’s Navigator Holdings NVGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-880
| Closed | -$9K | – | 2403 |
|
|
2022
Q2 | $9K | Hold |
880
| – | – | ﹤0.01% | 2002 |
|
|
2022
Q1 | $10K | Hold |
880
| – | – | ﹤0.01% | 2095 |
|
|
2021
Q4 | $7K | Hold |
880
| – | – | ﹤0.01% | 2309 |
|
|
2021
Q3 | $8K | Buy |
+880
| New | +$8K | ﹤0.01% | 2307 |
|
|
2017
Q4 | – | Sell |
-550
| Closed | -$6K | – | 2202 |
|
|
2017
Q3 | $6K | Hold |
550
| – | – | ﹤0.01% | 1723 |
|
|
2017
Q2 | $4K | Hold |
550
| – | – | ﹤0.01% | 1798 |
|
|
2017
Q1 | $7K | Hold |
550
| – | – | ﹤0.01% | 1602 |
|
|
2016
Q4 | $5K | Hold |
550
| – | – | ﹤0.01% | 1633 |
|
|
2016
Q3 | $3K | Buy |
+550
| New | +$3K | ﹤0.01% | 1709 |
|