TFO Wealth Partners’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$122 | – | 512 |
|
|
2024
Q1 | $122 | Hold |
7
| – | – | ﹤0.01% | 599 |
|
|
2023
Q4 | $130 | Hold |
7
| – | – | ﹤0.01% | 752 |
|
|
2023
Q3 | $130 | Hold |
7
| – | – | ﹤0.01% | 936 |
|
|
2023
Q2 | $130 | Hold |
7
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $112 | Buy |
7
+4
| +133% | +$64 | ﹤0.01% | 621 |
|
|
2022
Q4 | $116 | Buy |
+3
| New | +$116 | ﹤0.01% | 746 |
|