Principle Wealth Partners’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,820
| Closed | -$211K | – | 321 |
|
|
2022
Q4 | $211K | Sell |
12,820
-2,985
| -19% | -$49.1K | 0.02% | 296 |
|
|
2022
Q3 | $232 | Hold |
15,805
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $221K | Hold |
15,805
| – | – | 0.03% | 284 |
|
|
2022
Q1 | $269K | Sell |
15,805
-4,475
| -22% | -$76.2K | 0.03% | 276 |
|
|
2021
Q4 | $430K | Hold |
20,280
| – | – | 0.05% | 224 |
|
|
2021
Q3 | $400K | Hold |
20,280
| – | – | 0.05% | 219 |
|
|
2021
Q2 | $392K | Sell |
20,280
-4,105
| -17% | -$79.3K | 0.04% | 222 |
|
|
2021
Q1 | $349K | Buy |
24,385
+10,230
| +72% | +$146K | 0.04% | 223 |
|
|
2020
Q4 | $139K | Hold |
14,155
| – | – | 0.02% | 269 |
|
|
2020
Q3 | $120K | Sell |
14,155
-6,580
| -32% | -$55.8K | 0.03% | 151 |
|
|
2020
Q2 | $146K | Buy |
+20,735
| New | +$146K | 0.04% | 174 |
|