Gideon Capital Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-26,751
| Closed | -$402K | – | 370 |
|
2017
Q3 | $402K | Buy |
26,751
+16,035
| +150% | +$241K | 0.4% | 74 |
|
2017
Q2 | $178K | Sell |
10,716
-10,365
| -49% | -$172K | 0.2% | 237 |
|
2017
Q1 | $311K | Sell |
21,081
-10,169
| -33% | -$150K | 0.19% | 242 |
|
2016
Q4 | $514K | Buy |
+31,250
| New | +$514K | 0.33% | 81 |
|