Institute for Wealth Management’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $202K | Sell |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $278K | Hold |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $309K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $224K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $211K | Buy |
|