Regal Investment Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,425
| Closed | -$115K | – | 171 |
|
|
2020
Q2 | $115K | Buy |
+16,425
| New | +$115K | 0.02% | 319 |
|
|
2015
Q1 | – | Sell |
-243
| Closed | -$5K | – | 1013 |
|
|
2014
Q4 | $5K | Buy |
243
+82
| +51% | +$1.69K | ﹤0.01% | 753 |
|
|
2014
Q3 | $3K | Sell |
161
-5
| -3% | -$93 | ﹤0.01% | 849 |
|
|
2014
Q2 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 817 |
|