NWM
LODE icon

Navigation Wealth Management’s Comstock LODE Stock Holding History

Navigation Wealth Management’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$5.48K – 3
2023
Q4 		$5.48K Hold
1,000
– – 0.01% 4
2023
Q3 		$4.1K Buy
+1,000
New +$5.19K 0.39% 2

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SWM
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Navigation Wealth Management's LODE Position: Q1 2024 in Review

Navigation Wealth Management sold out of Comstock (LODE) in Q1 2024, closing a stake of 1,000 shares — an estimated $5.48K sold.

Navigation Wealth Management first reported a position in LODE in Q3 2023 and held it in 2 quarters. The position peaked at $5.48K in Q4 2023. 49 funds tracked by Wall St. Rank hold LODE as of Q1 2024.

  • Navigation Wealth Management reported no remaining Comstock position as of Q1 2024 after selling out during the quarter.
  • Navigation Wealth Management sold 1,000 Comstock shares in Q1 2024, an estimated $5.48K.
  • Navigation Wealth Management first reported a position in Comstock in Q3 2023 and held it in 2 quarters.
  • Navigation Wealth Management's Comstock position peaked at $5.48K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Comstock as of Q1 2024.

Based on Navigation Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.