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Naviter Wealth, LLC

Portfolio

Holdings
SymbolName CountrySectorIndustryMost recent quarter% of Total Shares% of Total AssetsSharesBook ValueMarket Price ValueFundamental Score 
BTX.NASDAQBTX.NASDAQ----2.6740.3341.5m--
  
  
BTX.NYSE MKTBTX.NYSE MKT----2.6740.3341.5m--
  
  
HGBL.NASDAQHeritage Global IncUSAFinancial ServicesCapital Markets2024-09-300.080.0329.4k$52.3k$51.7k
  
  
MDV.NYSEModiv IncUSAReal EstateREIT - Industrial2024-09-300.1120.02510.5k$204.5k$168.2k
  
  
NAAS.NASDAQNaas Technology Inc ADRUSAConsumer CyclicalSpecialty Retail2024-09-3000.00316.7k-$8.9k$49.7k
  
  
USAK.NASDAQUSAK.NASDAQ----1.972.294177.9k--
  
  

Trades

Buys
Report date: 2024-09-30
TradeCurrent
SymbolShares%Total$ RangePrice%
MDV.NYSE10.5k-161.3k14-17$16.0216.1%
Report date: 2024-03-31
TradeCurrent
SymbolShares%Total$ RangePrice%
NAAS.NASDAQ16.7k-24k1-2$2.98178.5%
Report date: 2023-03-31
TradeCurrent
SymbolShares%Total$ RangePrice%
HGBL.NASDAQ29.4k-77.7k2-3$1.76-21.8%
Sells
Report date: 2024-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
NAAS.NASDAQ-42.00-100.0-61.940-7$2.98886.8%
Adds
Report date: 2022-06-30
TradeCurrent
SymbolShares%TotalPrice RangePrice%
BTX.NASDAQ1.6k0.11.6k0-2--
BTX.NYSE MKT1.6k0.11.6k0-2--
USAK.NASDAQ110.5k164.21.9m14-32--

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