VFA
Values First Advisors’s Novanta NOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,660
| Closed | -$254K | – | 213 |
|
|
2024
Q4 | $254K | Buy |
1,660
+427
| +35% | +$65.2K | 0.14% | 154 |
|
|
2024
Q3 | $221K | Buy |
+1,233
| New | +$221K | 0.12% | 139 |
|
|
2024
Q2 | – | Sell |
-1,218
| Closed | -$213K | – | 179 |
|
|
2024
Q1 | $213K | Sell |
1,218
-997
| -45% | -$174K | 0.12% | 147 |
|
|
2023
Q4 | $373K | Buy |
2,215
+12
| +0.5% | +$2.02K | 0.23% | 120 |
|
|
2023
Q3 | $316K | Sell |
2,203
-5
| -0.2% | -$717 | 0.2% | 121 |
|
|
2023
Q2 | $406K | Sell |
2,208
-67
| -3% | -$12.3K | 0.25% | 107 |
|
|
2023
Q1 | $362K | Sell |
2,275
-523
| -19% | -$83.2K | 0.23% | 110 |
|
|
2022
Q4 | $380K | Buy |
2,798
+191
| +7% | +$26K | 0.27% | 105 |
|
|
2022
Q3 | $301K | Sell |
2,607
-366
| -12% | -$42.3K | 0.22% | 109 |
|
|
2022
Q2 | $361K | Buy |
2,973
+563
| +23% | +$68.4K | 0.26% | 103 |
|
|
2022
Q1 | $343K | Sell |
2,410
-1,050
| -30% | -$149K | 0.22% | 119 |
|
|
2021
Q4 | $610K | Sell |
3,460
-217
| -6% | -$38.3K | 0.36% | 85 |
|
|
2021
Q3 | $568K | Sell |
3,677
-250
| -6% | -$38.6K | 0.37% | 86 |
|
|
2021
Q2 | $529K | Buy |
3,927
+303
| +8% | +$40.8K | 0.36% | 98 |
|
|
2021
Q1 | $478K | Sell |
3,624
-16
| -0.4% | -$2.11K | 0.35% | 93 |
|
|
2020
Q4 | $430K | Buy |
3,640
+479
| +15% | +$56.6K | 0.34% | 98 |
|
|
2020
Q3 | $333K | Buy |
3,161
+935
| +42% | +$98.5K | 0.31% | 109 |
|
|
2020
Q2 | $238K | Buy |
+2,226
| New | +$238K | 0.24% | 120 |
|