NAVIS WEALTH ADVISORS, LLC – Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
$551,000
portfolio value
NAVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.44%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -19K | $140.78 | 3.91K | |
| Q2 2022 | share | 0.00% | 0 shares | -64K | $145.79 | 3.91K | |
| Q1 2022 | share | 0.00% | 0 shares | -107K | $162.13 | 3.91K | |
| Q4 2021 | share | Increase | +0.20% | 8 shares | -48K | $190.32 | 3.91K |
| Q3 2021 | share | 0.00% | 0 shares | 2K | $202.14 | 3.90K | |
| Q2 2021 | share | 0.00% | 0 shares | 102K | $201.67 | 3.90K | |
| Q1 2021 | share | Increase | +37.51% | 1.06K shares | 203K | $175.44 | 3.90K |