OWA
NAVG
One Wealth Advisors’s Navigators Group Inc NAVG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,569
| Closed | -$110K | – | 595 |
|
|
2019
Q1 | $110K | Buy |
+1,569
| New | +$110K | 0.09% | 170 |
|
|
2018
Q4 | – | Sell |
-1,674
| Closed | -$116K | – | 582 |
|
|
2018
Q3 | $116K | Sell |
1,674
-38
| -2% | -$2.63K | 0.09% | 176 |
|
|
2018
Q2 | $98K | Hold |
1,712
| – | – | 0.08% | 197 |
|
|
2018
Q1 | $99K | Sell |
1,712
-15
| -0.9% | -$867 | 0.09% | 175 |
|
|
2017
Q4 | $84K | Buy |
+1,727
| New | +$84K | 0.07% | 220 |
|