IFP 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 | – | Hold |
0
| – | -$256 | – | 3267 |
|
2025
Q1 | – | Hold |
0
| – | -$306 | – | 3603 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 3566 |
|
2024
Q3 | – | Sell |
-4
| Closed | -$652 | – | 3401 |
|
2024
Q2 | $652 | Hold |
4
| – | – | ﹤0.01% | 3060 |
|
2024
Q1 | $699 | Buy |
+4
| New | +$699 | ﹤0.01% | 2929 |
|
2023
Q1 | – | Sell |
-43
| Closed | -$18K | – | 4077 |
|
2022
Q4 | $18K | Sell |
43
-1
| -2% | -$419 | ﹤0.01% | 2980 |
|
2022
Q3 | $18K | Hold |
44
| – | – | ﹤0.01% | 3195 |
|
2022
Q2 | $18K | Hold |
44
| – | – | ﹤0.01% | 2951 |
|
2022
Q1 | $18K | Buy |
+44
| New | +$18K | ﹤0.01% | 2951 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 4152 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3913 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3822 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3666 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3537 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3375 |
|
2020
Q1 | – | Sell |
-21
| Closed | -$2K | – | 3319 |
|
2019
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 2520 |
|
2018
Q4 | – | Sell |
-100
| Closed | -$7K | – | 3709 |
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 3021 |
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 3125 |
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3182 |
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 3179 |
|