WKWM
Walter & Keenan Wealth Management’s Navigator Holdings NVGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-15,000
| Closed | -$287K | – | 144 |
|
|
2015
Q1 | $287K | Buy |
15,000
+2,500
| +20% | +$47.8K | 0.16% | 117 |
|
|
2014
Q4 | $263K | Hold |
12,500
| – | – | 0.15% | 117 |
|
|
2014
Q3 | $348K | Hold |
12,500
| – | – | 0.2% | 104 |
|
|
2014
Q2 | $367K | Buy |
+12,500
| New | +$367K | 0.19% | 103 |
|