Clearstead Advisors’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Buy |
152
+31
| +26% | +$4K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $15.5K | Buy |
121
+9
| +8% | +$1.15K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $17.1K | Hold |
112
| – | – | ﹤0.01% | 1431 |
|
|
2024
Q3 | $20K | Hold |
112
| – | – | ﹤0.01% | 1413 |
|
|
2024
Q2 | $18.3K | Buy |
+112
| New | +$18.3K | ﹤0.01% | 1403 |
|
|
2022
Q2 | – | Sell |
-31
| Closed | -$4K | – | 1385 |
|
|
2022
Q1 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 1110 |
|
|
2021
Q4 | – | Sell |
-166
| Closed | -$26K | – | 1380 |
|
|
2021
Q3 | $26K | Buy |
+166
| New | +$26K | ﹤0.01% | 730 |
|