LWM
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LBA Wealth Management’s Navient NAVI Stock Holding History

LBA Wealth Management’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		$4K Hold
257
– – ﹤0.01% 379
2016
Q4 		$4K Sell
257
-250
-49% -$3.89K ﹤0.01% 382
2016
Q3 		$7K Hold
507
– – ﹤0.01% 348
2016
Q2 		$6K Hold
507
– – ﹤0.01% 348
2016
Q1 		$6K Buy
+507
New +$6K ﹤0.01% 338