MWM
NM

MBE Wealth Management’s Navios Maritime Holdings Inc. NM Stock Holding History

MBE Wealth Management’s Portfolio NM Stock Details NM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-30,120
Closed -$60.2K – 98
2023
Q3 		$60.2K Hold
30,120
– – 0.03% 80
2023
Q2 		$49.4K Buy
+30,120
New +$53K 0.03% 84

Other funds holding NM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MBE Wealth Management's NM Position: Q4 2023 in Review

MBE Wealth Management sold out of Navios Maritime Holdings Inc. (NM) in Q4 2023, closing a stake of 30,120 shares — an estimated $60.2K sold.

MBE Wealth Management first reported a position in NM in Q2 2023 and held it in 2 quarters. The position peaked at $60.2K in Q3 2023. 1 fund tracked by Wall St. Rank holds NM as of Q4 2023.

  • MBE Wealth Management reported no remaining Navios Maritime Holdings Inc. position as of Q4 2023 after selling out during the quarter.
  • MBE Wealth Management sold 30,120 Navios Maritime Holdings Inc. shares in Q4 2023, an estimated $60.2K.
  • MBE Wealth Management first reported a position in Navios Maritime Holdings Inc. in Q2 2023 and held it in 2 quarters.
  • MBE Wealth Management's Navios Maritime Holdings Inc. position peaked at $60.2K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q4 2023.

Based on MBE Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.