Golden State Wealth Management’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,095
| Closed | -$214K | – | 342 |
|
|
2021
Q4 | $214K | Buy |
10,095
+75
| +0.7% | +$1.59K | 0.04% | 344 |
|
|
2021
Q3 | $198K | Buy |
+10,020
| New | +$198K | 0.04% | 296 |
|
|
2020
Q4 | – | Sell |
-9,750
| Closed | -$82K | – | 354 |
|
|
2020
Q3 | $82K | Buy |
+9,750
| New | +$82K | 0.03% | 285 |
|
|
2020
Q2 | – | Sell |
-9,750
| Closed | -$74K | – | 631 |
|
|
2020
Q1 | $74K | Buy |
+9,750
| New | +$74K | 0.03% | 294 |
|
|
2019
Q4 | – | Sell |
-11,540
| Closed | -$148K | – | 606 |
|
|
2019
Q3 | $148K | Buy |
+11,540
| New | +$148K | 0.05% | 247 |
|