Kingsview 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 |
-94,909
| Closed | -$2.01M | – | 920 |
|
|
2021
Q4 | $2.01M | Buy |
94,909
+54,022
| +132% | +$1.15M | 0.08% | 240 |
|
|
2021
Q3 | $807K | Buy |
+40,887
| New | +$807K | 0.04% | 429 |
|
|
2021
Q1 | – | Sell |
-20,058
| Closed | -$197K | – | 847 |
|
|
2020
Q4 | $197K | Sell |
20,058
-17,812
| -47% | -$175K | 0.01% | 664 |
|
|
2020
Q3 | $320K | Buy |
+37,870
| New | +$320K | 0.03% | 462 |
|