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IBEX Wealth Advisors’s Navient NAVI Stock Holding History

IBEX Wealth Advisors’s Portfolio NAVI Stock Details NAVI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,642
Closed -$373K – 116
2023
Q3 		$373K Buy
+21,642
New +$373K 0.09% 92
2023
Q1 		$355K Buy
+22,184
New +$355K 0.09% 97