Spire Wealth Management’s Novanta NOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
1,267
-485
| -28% | -$62.6K | 0.01% | 817 |
|
|
2025
Q1 | $224K | Sell |
1,752
-200
| -10% | -$25.6K | 0.01% | 795 |
|
|
2024
Q4 | $298K | Sell |
1,952
-1
| -0.1% | -$153 | 0.01% | 711 |
|
|
2024
Q3 | $349K | Buy |
1,953
+1
| +0.1% | +$179 | 0.01% | 602 |
|
|
2024
Q2 | $318K | Hold |
1,952
| – | – | 0.01% | 598 |
|
|
2024
Q1 | $341K | Sell |
1,952
-267
| -12% | -$46.7K | 0.01% | 628 |
|
|
2023
Q4 | $349K | Sell |
2,219
-90
| -4% | -$14.2K | 0.01% | 604 |
|
|
2023
Q3 | $331K | Sell |
2,309
-199
| -8% | -$28.5K | 0.01% | 574 |
|
|
2023
Q2 | $462K | Buy |
2,508
+1
| +0% | +$184 | 0.02% | 509 |
|
|
2023
Q1 | $399K | Buy |
2,507
+50
| +2% | +$7.96K | 0.02% | 539 |
|
|
2022
Q4 | $334K | Sell |
2,457
-69
| -3% | -$9.38K | 0.02% | 438 |
|
|
2022
Q3 | $292K | Sell |
2,526
-121
| -5% | -$14K | 0.02% | 448 |
|
|
2022
Q2 | $321K | Sell |
2,647
-2,618
| -50% | -$317K | 0.01% | 613 |
|
|
2022
Q1 | $749K | Sell |
5,265
-96,253
| -95% | -$13.7M | 0.02% | 463 |
|
|
2021
Q4 | $17.9M | Buy |
101,518
+1,505
| +2% | +$265K | 0.4% | 61 |
|
|
2021
Q3 | $15.5M | Sell |
100,013
-324
| -0.3% | -$50.1K | 0.41% | 61 |
|
|
2021
Q2 | $13.5M | Sell |
100,337
-754
| -0.7% | -$102K | 0.37% | 69 |
|
|
2021
Q1 | $13.3M | Buy |
+101,091
| New | +$13.3M | 0.35% | 72 |
|