IFWM
Institute for Wealth Management’s Novanta NOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
1,564
-274
| -15% | -$35.3K | 0.02% | 540 |
|
|
2025
Q1 | $235K | Sell |
1,838
-52
| -3% | -$6.65K | 0.03% | 473 |
|
|
2024
Q4 | $289K | Sell |
1,890
-28
| -1% | -$4.28K | 0.04% | 405 |
|
|
2024
Q3 | $343K | Hold |
1,918
| – | – | 0.04% | 381 |
|
|
2024
Q2 | $313K | Sell |
1,918
-20
| -1% | -$3.26K | 0.04% | 382 |
|
|
2024
Q1 | $339K | Hold |
1,938
| – | – | 0.04% | 358 |
|
|
2023
Q4 | $326K | Hold |
1,938
| – | – | 0.05% | 350 |
|
|
2023
Q3 | $278K | Hold |
1,938
| – | – | 0.05% | 361 |
|
|
2023
Q2 | $357K | Hold |
1,938
| – | – | 0.06% | 318 |
|
|
2023
Q1 | $308K | Hold |
1,938
| – | – | 0.06% | 338 |
|
|
2022
Q4 | $263K | Sell |
1,938
-60
| -3% | -$8.15K | 0.06% | 370 |
|
|
2022
Q3 | $231K | Hold |
1,998
| – | – | 0.05% | 389 |
|
|
2022
Q2 | $242K | Hold |
1,998
| – | – | 0.05% | 445 |
|
|
2022
Q1 | $284K | Hold |
1,998
| – | – | 0.05% | 434 |
|
|
2021
Q4 | $352K | Hold |
1,998
| – | – | 0.06% | 339 |
|
|
2021
Q3 | $309K | Hold |
1,998
| – | – | 0.05% | 366 |
|
|
2021
Q2 | $269K | Hold |
1,998
| – | – | 0.05% | 395 |
|
|
2021
Q1 | $264K | Hold |
1,998
| – | – | 0.05% | 381 |
|
|
2020
Q4 | $236K | Hold |
1,998
| – | – | 0.05% | 391 |
|
|
2020
Q3 | $210K | Sell |
1,998
-104
| -5% | -$10.9K | 0.05% | 386 |
|
|
2020
Q2 | $224K | Buy |
+2,102
| New | +$224K | 0.05% | 376 |
|
|
2019
Q3 | – | Sell |
-2,234
| Closed | -$211K | – | 456 |
|
|
2019
Q2 | $211K | Buy |
+2,234
| New | +$211K | 0.05% | 425 |
|