SWA
SOA Wealth Advisors’s Navios Maritime Partners NMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Hold |
5,116
| – | – | 0.04% | 200 |
|
|
2025
Q1 | $201K | Hold |
5,116
| – | – | 0.04% | 188 |
|
|
2024
Q4 | $221K | Hold |
5,116
| – | – | 0.04% | 172 |
|
|
2024
Q3 | $320K | Sell |
5,116
-1,924
| -27% | -$121K | 0.06% | 141 |
|
|
2024
Q2 | $359K | Hold |
7,040
| – | – | 0.07% | 129 |
|
|
2024
Q1 | $300K | Hold |
7,040
| – | – | 0.06% | 143 |
|
|
2023
Q4 | $197K | Hold |
7,040
| – | – | 0.04% | 176 |
|
|
2023
Q3 | $163K | Hold |
7,040
| – | – | 0.04% | 187 |
|
|
2023
Q2 | $154K | Hold |
7,040
| – | – | 0.04% | 188 |
|
|
2023
Q1 | $170K | Hold |
7,040
| – | – | 0.04% | 170 |
|
|
2022
Q4 | $183K | Buy |
7,040
+1,040
| +17% | +$27K | 0.05% | 155 |
|
|
2022
Q3 | $147K | Buy |
6,000
+4,463
| +290% | +$109K | 0.04% | 169 |
|
|
2022
Q2 | $35K | Hold |
1,537
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $54K | Hold |
1,537
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $37K | Buy |
1,537
+777
| +102% | +$18.7K | 0.01% | 344 |
|
|
2021
Q3 | $24K | Buy |
+760
| New | +$24K | 0.01% | 421 |
|