Congress Wealth Management’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,478
| Closed | -$264K | – | 907 |
|
|
2024
Q3 | $264K | Buy |
+1,478
| New | +$264K | ﹤0.01% | 766 |
|
|
2023
Q2 | – | Sell |
-2,492
| Closed | -$396K | – | 567 |
|
|
2023
Q1 | $396K | Sell |
2,492
-4,969
| -67% | -$791K | 0.01% | 445 |
|
|
2022
Q4 | $1.01M | Sell |
7,461
-27,153
| -78% | -$3.69M | 0.03% | 333 |
|
|
2022
Q3 | $4M | Buy |
34,614
+247
| +0.7% | +$28.6K | 0.11% | 197 |
|
|
2022
Q2 | $4.17M | Sell |
34,367
-872
| -2% | -$106K | 0.11% | 202 |
|
|
2022
Q1 | $5.01M | Buy |
35,239
+1,814
| +5% | +$258K | 0.11% | 207 |
|
|
2021
Q4 | $5.89M | Buy |
+33,425
| New | +$5.89M | 0.12% | 199 |
|