NAVIS WEALTH ADVISORS, LLC – Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
210,000
portfolio value
NAVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-7.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.22% | -750 shares | -29K | 17.01K | |
| Q2 2022 | share | Decrease | -5.33% | -1K shares | -97K | 17.76K | |
| Q1 2022 | share | Decrease | -7.97% | -1.62K shares | -48K | 18.76K | |
| Q4 2021 | share | 0.00% | 0 shares | -15K | 20.38K | ||
| Q3 2021 | share | Increase | +0.62% | 125 shares | -27K | 20.38K | |
| Q2 2021 | share | Increase | 0.00% | 20.26K shares | 426K | 20.26K |