Independent Advisor Alliance’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
2,007
-984
| -33% | -$127K | 0.01% | 762 |
|
|
2025
Q1 | $382K | Sell |
2,991
-707
| -19% | -$90.4K | 0.01% | 587 |
|
|
2024
Q4 | $565K | Sell |
3,698
-27
| -0.7% | -$4.12K | 0.01% | 922 |
|
|
2024
Q3 | $666K | Sell |
3,725
-90
| -2% | -$16.1K | 0.02% | 400 |
|
|
2024
Q2 | $622K | Sell |
3,815
-35
| -0.9% | -$5.71K | 0.02% | 411 |
|
|
2024
Q1 | $673K | Sell |
3,850
-53
| -1% | -$9.26K | 0.02% | 393 |
|
|
2023
Q4 | $657K | Sell |
3,903
-41
| -1% | -$6.9K | 0.02% | 378 |
|
|
2023
Q3 | $566K | Buy |
3,944
+170
| +5% | +$24.4K | 0.03% | 389 |
|
|
2023
Q2 | $695K | Buy |
3,774
+193
| +5% | +$35.5K | 0.03% | 358 |
|
|
2023
Q1 | $570K | Buy |
+3,581
| New | +$570K | 0.03% | 395 |
|
|
2022
Q4 | – | Sell |
-3,773
| Closed | -$436K | – | 557 |
|
|
2022
Q3 | $436K | Sell |
3,773
-232
| -6% | -$26.8K | 0.03% | 405 |
|
|
2022
Q2 | $486K | Sell |
4,005
-182
| -4% | -$22.1K | 0.03% | 375 |
|
|
2022
Q1 | $596K | Sell |
4,187
-1
| -0% | -$142 | 0.03% | 357 |
|
|
2021
Q4 | $738K | Buy |
4,188
+474
| +13% | +$83.5K | 0.04% | 319 |
|
|
2021
Q3 | $574K | Buy |
3,714
+94
| +3% | +$14.5K | 0.03% | 347 |
|
|
2021
Q2 | $488K | Buy |
3,620
+361
| +11% | +$48.7K | 0.03% | 397 |
|
|
2021
Q1 | $430K | Buy |
3,259
+378
| +13% | +$49.9K | 0.03% | 406 |
|
|
2020
Q4 | $341K | Buy |
2,881
+454
| +19% | +$53.7K | 0.02% | 415 |
|
|
2020
Q3 | $256K | Buy |
+2,427
| New | +$256K | 0.02% | 413 |
|