JFS Wealth 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 | $1.29K | Sell |
10
-9
| -47% | -$1.16K | ﹤0.01% | 1510 |
|
2025
Q1 | $2.43K | Sell |
19
-1
| -5% | -$128 | ﹤0.01% | 1401 |
|
2024
Q4 | $3.06K | Buy |
20
+1
| +5% | +$153 | ﹤0.01% | 1315 |
|
2024
Q3 | $3.4K | Buy |
19
+1
| +6% | +$179 | ﹤0.01% | 1260 |
|
2024
Q2 | $2.94K | Hold |
18
| – | – | ﹤0.01% | 1287 |
|
2024
Q1 | $3.15K | Hold |
18
| – | – | ﹤0.01% | 1278 |
|
2023
Q4 | $3.03K | Sell |
18
-2
| -10% | -$337 | ﹤0.01% | 1256 |
|
2023
Q3 | $2.87K | Buy |
20
+1
| +5% | +$143 | ﹤0.01% | 1225 |
|
2023
Q2 | $3.5K | Sell |
19
-2
| -10% | -$368 | ﹤0.01% | 1173 |
|
2023
Q1 | $3.34K | Buy |
21
+1
| +5% | +$159 | ﹤0.01% | 1152 |
|
2022
Q4 | $2.72K | Buy |
20
+1
| +5% | +$136 | ﹤0.01% | 1248 |
|
2022
Q3 | $2K | Buy |
19
+11
| +138% | +$1.16K | ﹤0.01% | 1358 |
|
2022
Q2 | $1K | Sell |
8
-6
| -43% | -$750 | ﹤0.01% | 1594 |
|
2022
Q1 | $2K | Buy |
14
+7
| +100% | +$1K | ﹤0.01% | 1458 |
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1478 |
|