Lenox Wealth Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-17,078
| Closed | -$330K | – | 760 |
|
|
2021
Q2 | $330K | Sell |
17,078
-20,000
| -54% | -$386K | 0.04% | 78 |
|
|
2021
Q1 | $531K | Buy |
+37,078
| New | +$531K | 0.07% | 47 |
|
|
2015
Q4 | – | Sell |
-501
| Closed | -$6K | – | 547 |
|
|
2015
Q3 | $6K | Hold |
501
| – | – | ﹤0.01% | 232 |
|
|
2015
Q2 | $9K | Hold |
501
| – | – | ﹤0.01% | 152 |
|
|
2015
Q1 | $10K | Hold |
501
| – | – | ﹤0.01% | 161 |
|
|
2014
Q4 | $11K | Sell |
501
-567
| -53% | -$12.4K | ﹤0.01% | 164 |
|
|
2014
Q3 | $19K | Buy |
+1,068
| New | +$19K | 0.01% | 131 |
|