Valeo Financial Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1626 |
|
|
2018
Q4 | – | Sell |
-243
| Closed | -$3K | – | 1630 |
|
|
2018
Q3 | $3K | Hold |
243
| – | – | ﹤0.01% | 1353 |
|
|
2018
Q2 | $3K | Sell |
243
-715
| -75% | -$8.83K | ﹤0.01% | 1257 |
|
|
2018
Q1 | $13K | Buy |
958
+524
| +121% | +$7.11K | ﹤0.01% | 856 |
|
|
2017
Q4 | $6K | Buy |
434
+201
| +86% | +$2.78K | ﹤0.01% | 970 |
|
|
2017
Q3 | $3K | Buy |
+233
| New | +$3K | ﹤0.01% | 958 |
|