Independent Solutions 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
Q2 | – | Sell |
-11,470
| Closed | -$195K | – | 240 |
|
|
2022
Q1 | $195K | Sell |
11,470
-3,949
| -26% | -$67.3K | 0.05% | 211 |
|
|
2021
Q4 | $327K | Buy |
15,419
+50
| +0.3% | +$1.06K | 0.08% | 171 |
|
|
2021
Q3 | $303K | Hold |
15,369
| – | – | 0.08% | 176 |
|
|
2021
Q2 | $297K | Buy |
15,369
+1,318
| +9% | +$25.5K | 0.07% | 179 |
|
|
2021
Q1 | $201K | Buy |
+14,051
| New | +$201K | 0.06% | 187 |
|