TCI Wealth Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,533
| Closed | -$40.5K | – | 1472 |
|
|
2023
Q1 | $40.5K | Hold |
2,533
| – | – | 0.01% | 482 |
|
|
2022
Q4 | $41.7K | Buy |
2,533
+1
| +0% | +$16 | 0.01% | 458 |
|
|
2022
Q3 | $37K | Buy |
2,532
+231
| +10% | +$3.53K | 0.01% | 451 |
|
|
2022
Q2 | $32K | Buy |
2,301
+154
| +7% | +$2.4K | ﹤0.01% | 492 |
|
|
2022
Q1 | $37K | Sell |
2,147
-338
| -14% | -$6.2K | 0.01% | 494 |
|
|
2021
Q4 | $53K | Buy |
2,485
+189
| +8% | +$3.82K | 0.01% | 398 |
|
|
2021
Q3 | $45K | Buy |
2,296
+149
| +7% | +$3.2K | 0.01% | 454 |
|
|
2021
Q2 | $42K | Hold |
2,147
| – | – | 0.01% | 435 |
|
|
2021
Q1 | $31K | Buy |
2,147
+473
| +28% | +$5.82K | 0.01% | 473 |
|
|
2020
Q4 | $16K | Sell |
1,674
-128
| -7% | -$1.22K | 0.01% | 544 |
|
|
2020
Q3 | $15K | Buy |
1,802
+276
| +18% | +$2.27K | 0.01% | 499 |
|
|
2020
Q2 | $11K | Buy |
1,526
+1,176
| +336% | +$8.75K | ﹤0.01% | 554 |
|
|
2020
Q1 | $3K | Buy |
350
+171
| +96% | +$2.04K | ﹤0.01% | 897 |
|
|
2019
Q4 | $2K | Hold |
179
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q3 | $2K | Hold |
179
| – | – | ﹤0.01% | 1105 |
|
|
2019
Q2 | $2K | Sell |
179
-312
| -64% | -$4.07K | ﹤0.01% | 1033 |
|
|
2019
Q1 | $6K | Buy |
491
+312
| +174% | +$3.57K | ﹤0.01% | 746 |
|
|
2018
Q4 | $2K | Sell |
179
-428
| -71% | -$4.91K | ﹤0.01% | 1024 |
|
|
2018
Q3 | $8K | Buy |
607
+343
| +130% | +$4.64K | ﹤0.01% | 689 |
|
|
2018
Q2 | $3K | Buy |
264
+85
| +47% | +$1.16K | ﹤0.01% | 958 |
|
|
2018
Q1 | $2K | Hold |
179
| – | – | ﹤0.01% | 987 |
|
|
2017
Q4 | $2K | Hold |
179
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q3 | $3K | Hold |
179
| – | – | ﹤0.01% | 860 |
|
|
2017
Q2 | $3K | Hold |
179
| – | – | ﹤0.01% | 894 |
|
|
2017
Q1 | $3K | Hold |
179
| – | – | ﹤0.01% | 850 |
|
|
2016
Q4 | $3K | Hold |
179
| – | – | ﹤0.01% | 920 |
|
|
2016
Q3 | $3K | Hold |
179
| – | – | ﹤0.01% | 876 |
|
|
2016
Q2 | $2K | Hold |
179
| – | – | ﹤0.01% | 948 |
|
|
2016
Q1 | $2K | Hold |
179
| – | – | ﹤0.01% | 957 |
|
|
2015
Q4 | $2K | Hold |
179
| – | – | ﹤0.01% | 879 |
|
|
2015
Q3 | $2K | Hold |
179
| – | – | ﹤0.01% | 803 |
|
|
2015
Q2 | $3K | Hold |
179
| – | – | ﹤0.01% | 742 |
|
|
2015
Q1 | $4K | Hold |
179
| – | – | ﹤0.01% | 619 |
|
|
2014
Q4 | $4K | Hold |
179
| – | – | ﹤0.01% | 611 |
|
|
2014
Q3 | $3K | Sell |
179
-184
| -51% | -$3.24K | ﹤0.01% | 667 |
|
|
2014
Q2 | $6K | Buy |
+363
| New | +$6.01K | ﹤0.01% | 555 |
|
Other funds holding NAVI
SIM
