Spire Wealth Management’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-60
| Closed | -$959 | – | 2481 |
|
|
2023
Q1 | $959 | Sell |
60
-250
| -81% | -$4K | ﹤0.01% | 2394 |
|
|
2022
Q4 | $5K | Buy |
+310
| New | +$5K | ﹤0.01% | 1839 |
|
|
2022
Q2 | – | Sell |
-725
| Closed | -$12K | – | 2780 |
|
|
2022
Q1 | $12K | Sell |
725
-658
| -48% | -$10.9K | ﹤0.01% | 1980 |
|
|
2021
Q4 | $29K | Buy |
+1,383
| New | +$29K | ﹤0.01% | 1970 |
|
|
2021
Q2 | – | Sell |
-125
| Closed | -$2K | – | 2833 |
|
|
2021
Q1 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 2864 |
|