Prestige Wealth Management Group’s Navient NAVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,305
Closed -$10K 928
2020
Q1
$10K Sell
1,305
-30,382
-96% -$233K ﹤0.01% 384
2019
Q4
$433K Sell
31,687
-579
-2% -$7.91K 0.24% 69
2019
Q3
$413K Sell
32,266
-1,325
-4% -$17K 0.24% 66
2019
Q2
$458K Buy
33,591
+6,376
+23% +$86.9K 0.28% 58
2019
Q1
$314K Buy
27,215
+441
+2% +$5.09K 0.19% 93
2018
Q4
$236K Buy
+26,774
New +$236K 0.17% 101