Heritage Wealth Management (Arizona)’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $63.9K | Buy |
470
+235
| +100% | +$31.9K | 0.01% | 470 |
|
|
2022
Q3 | $27K | Hold |
235
| – | – | 0.01% | 482 |
|
|
2022
Q2 | $28.5K | Hold |
235
| – | – | 0.01% | 493 |
|
|
2022
Q1 | $33K | Buy |
+235
| New | +$33K | 0.01% | 524 |
|
|
2021
Q3 | $36K | Hold |
235
| – | – | 0.01% | 491 |
|
|
2021
Q2 | $32K | Sell |
235
-40
| -15% | -$5.45K | 0.01% | 510 |
|
|
2021
Q1 | $36K | Buy |
+275
| New | +$36K | 0.02% | 424 |
|