Caldwell Trust’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $7.8K | Sell |
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|
2024
Q4 | $11.5K | Sell |
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|
2024
Q3 | $20.6K | Hold |
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|
2024
Q2 | $18.8K | Sell |
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|
2024
Q1 | $25.3K | Hold |
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|
2023
Q4 | $24.4K | Sell |
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|
2023
Q3 | $25.8K | Hold |
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|
2023
Q2 | $33.1K | Hold |
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|
2023
Q1 | $28.6K | Hold |
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|
2022
Q4 | $24.5K | Hold |
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|
2022
Q3 | $20.8K | Hold |
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|
2022
Q2 | $21.8K | Hold |
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|
2022
Q1 | $25.6K | Sell |
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|
2021
Q4 | $35.3K | Hold |
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|
2021
Q3 | $30.9K | Hold |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $26.4K | Hold |
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|
2020
Q4 | $23.6K | Sell |
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|
2020
Q3 | $21.3K | Sell |
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|
2020
Q2 | $24.1K | Buy |
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|
2020
Q1 | $1.92K | Hold |
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|
2019
Q4 | $2.12K | Buy |
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