Mark Sheptoff Financial Planning’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,750
| Closed | -$325K | – | 349 |
|
|
2018
Q3 | $325K | Hold |
4,750
| – | – | 0.22% | 80 |
|
|
2018
Q2 | $296K | Hold |
4,750
| – | – | 0.22% | 83 |
|
|
2018
Q1 | $248K | Sell |
4,750
-2,000
| -30% | -$104K | 0.17% | 91 |
|
|
2017
Q4 | $338K | Sell |
6,750
-1,200
| -15% | -$60.1K | 0.22% | 86 |
|
|
2017
Q3 | $347K | Sell |
7,950
-200
| -2% | -$8.73K | 0.23% | 83 |
|
|
2017
Q2 | $293K | Buy |
+8,150
| New | +$293K | 0.2% | 93 |
|