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Company Main View
Name:
Navigation Wealth Management Inc.
City:
FORT COLLINS
State:
CO
Zip:
80525
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-09-30
2022-06-30
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$247,000
Total Value Change :
$-84,214,000
Securities Held Change :
-2
All Securities Held :
2
New Positions
:
1
Closed Positions
:
3
Increased Positions
:
0
Unchanged Positions
:
0
Decreased Positions
:
1
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
SPXL
Direxion Daily Large Cap Bu...
4
Closed
$133.56
$0
0
0%
-405,000
-3,899
0
Closed - End Fund - Debt
LODE
Comstock Mining Inc
3
Closed
$0.06
$0
0
0%
-5,000
-10,000
0
Gold
SPY
Standard & Poors Depository...
5
Closed
$527.80
$0
0
0%
-82,931,000
-174,478
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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