Corient Private Wealth’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,484
| Closed | -$446K | – | 2602 |
|
|
2025
Q1 | $446K | Buy |
3,484
+972
| +39% | +$124K | ﹤0.01% | 1648 |
|
|
2024
Q4 | $384K | Sell |
2,512
-167
| -6% | -$25.5K | ﹤0.01% | 1761 |
|
|
2024
Q3 | $479K | Buy |
2,679
+221
| +9% | +$39.5K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $401K | Buy |
2,458
+98
| +4% | +$16K | ﹤0.01% | 1754 |
|
|
2024
Q1 | $412K | Buy |
2,360
+19
| +0.8% | +$3.32K | ﹤0.01% | 1720 |
|
|
2023
Q4 | $394K | Buy |
2,341
+88
| +4% | +$14.8K | ﹤0.01% | 1731 |
|
|
2023
Q3 | $323K | Buy |
2,253
+33
| +1% | +$4.73K | ﹤0.01% | 1717 |
|
|
2023
Q2 | $409K | Sell |
2,220
-300
| -12% | -$55.2K | ﹤0.01% | 1544 |
|
|
2023
Q1 | $401K | Buy |
2,520
+267
| +12% | +$42.5K | ﹤0.01% | 1463 |
|
|
2022
Q4 | $306K | Buy |
+2,253
| New | +$306K | ﹤0.01% | 1325 |
|