Carson Wealth (CWM LLC)’s Novanta NOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
1,208
+804
| +199% | +$104K | ﹤0.01% | 2378 |
|
|
2025
Q1 | $52K | Buy |
404
+310
| +330% | +$39.9K | ﹤0.01% | 2958 |
|
|
2024
Q4 | $14K | Sell |
94
-17
| -15% | -$2.53K | ﹤0.01% | 3677 |
|
|
2024
Q3 | $20K | Buy |
111
+6
| +6% | +$1.08K | ﹤0.01% | 3355 |
|
|
2024
Q2 | $17K | Buy |
105
+20
| +24% | +$3.24K | ﹤0.01% | 3225 |
|
|
2024
Q1 | $15K | Buy |
85
+25
| +42% | +$4.41K | ﹤0.01% | 3098 |
|
|
2023
Q4 | $10K | Sell |
60
-43
| -42% | -$7.17K | ﹤0.01% | 3191 |
|
|
2023
Q3 | $15K | Sell |
103
-13
| -11% | -$1.89K | ﹤0.01% | 2879 |
|
|
2023
Q2 | $21K | Sell |
116
-2
| -2% | -$362 | ﹤0.01% | 2604 |
|
|
2023
Q1 | $19K | Buy |
118
+3
| +3% | +$483 | ﹤0.01% | 2547 |
|
|
2022
Q4 | $16K | Sell |
115
-1
| -0.9% | -$139 | ﹤0.01% | 2516 |
|
|
2022
Q3 | $13K | Buy |
116
+100
| +625% | +$11.2K | ﹤0.01% | 2520 |
|
|
2022
Q2 | $2K | Buy |
16
+7
| +78% | +$875 | ﹤0.01% | 3366 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3365 |
|