Waterfront Wealth’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,220
| Closed | -$258K | – | 252 |
|
|
2023
Q2 | $258K | Buy |
13,220
+1,164
| +10% | +$22.7K | 0.08% | 216 |
|
|
2023
Q1 | $193K | Sell |
12,056
-1,668
| -12% | -$26.7K | 0.06% | 234 |
|
|
2022
Q4 | $255K | Buy |
13,724
+125
| +0.9% | +$2.32K | 0.09% | 216 |
|
|
2022
Q3 | $199K | Buy |
+13,599
| New | +$199K | 0.08% | 231 |
|
|
2021
Q1 | – | Sell |
-15,905
| Closed | -$156K | – | 181 |
|
|
2020
Q4 | $156K | Buy |
+15,905
| New | +$156K | 0.11% | 135 |
|