WFG Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1488 |
|
|
2017
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1415 |
|
|
2016
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1488 |
|
|
2016
Q1 | – | Sell |
-261
| Closed | -$3K | – | 1624 |
|
|
2015
Q4 | $3K | Buy |
261
+3
| +1% | +$34 | ﹤0.01% | 1303 |
|
|
2015
Q3 | $3K | Buy |
258
+4
| +2% | +$47 | ﹤0.01% | 1352 |
|
|
2015
Q2 | $5K | Buy |
254
+2
| +0.8% | +$39 | ﹤0.01% | 1342 |
|
|
2015
Q1 | $5K | Buy |
252
+121
| +92% | +$2.4K | ﹤0.01% | 1364 |
|
|
2014
Q4 | $3K | Buy |
131
+1
| +0.8% | +$23 | ﹤0.01% | 1773 |
|
|
2014
Q3 | $2K | Sell |
130
-199
| -60% | -$3.06K | ﹤0.01% | 1859 |
|
|
2014
Q2 | $6K | Buy |
+329
| New | +$6K | ﹤0.01% | 1603 |
|