GoalVest Advisory’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,078
| Closed | -$193K | – | 405 |
|
|
2023
Q1 | $193K | Hold |
12,078
| – | – | 0.11% | 69 |
|
|
2022
Q4 | $199K | Hold |
12,078
| – | – | 0.13% | 74 |
|
|
2022
Q3 | $177K | Hold |
12,078
| – | – | 0.12% | 78 |
|
|
2022
Q2 | $176K | Hold |
12,078
| – | – | 0.11% | 113 |
|
|
2022
Q1 | $206K | Buy |
+12,078
| New | +$206K | 0.12% | 110 |
|