Plante Moran Financial Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-523
| Closed | -$7K | – | 1046 |
|
|
2021
Q1 | $7K | Buy |
+523
| New | +$7K | ﹤0.01% | 712 |
|
|
2018
Q2 | – | Sell |
-319
| Closed | -$4K | – | 918 |
|
|
2018
Q1 | $4K | Hold |
319
| – | – | ﹤0.01% | 757 |
|
|
2017
Q4 | $4K | Hold |
319
| – | – | ﹤0.01% | 725 |
|
|
2017
Q3 | $5K | Hold |
319
| – | – | ﹤0.01% | 654 |
|
|
2017
Q2 | $5K | Hold |
319
| – | – | ﹤0.01% | 666 |
|
|
2017
Q1 | $5K | Hold |
319
| – | – | ﹤0.01% | 699 |
|
|
2016
Q4 | $5K | Hold |
319
| – | – | ﹤0.01% | 717 |
|
|
2016
Q3 | $5K | Hold |
319
| – | – | ﹤0.01% | 700 |
|
|
2016
Q2 | $4K | Hold |
319
| – | – | ﹤0.01% | 679 |
|
|
2016
Q1 | $4K | Buy |
319
+132
| +71% | +$1.66K | ﹤0.01% | 623 |
|
|
2015
Q4 | $2K | Hold |
187
| – | – | ﹤0.01% | 867 |
|
|
2015
Q3 | $2K | Hold |
187
| – | – | ﹤0.01% | 661 |
|
|
2015
Q2 | $3K | Hold |
187
| – | – | ﹤0.01% | 664 |
|
|
2015
Q1 | $4K | Sell |
187
-500
| -73% | -$10.7K | ﹤0.01% | 635 |
|
|
2014
Q4 | $15K | Hold |
687
| – | – | 0.01% | 453 |
|
|
2014
Q3 | $12K | Hold |
687
| – | – | 0.01% | 499 |
|
|
2014
Q2 | $12K | Buy |
+687
| New | +$12K | 0.01% | 480 |
|