Avantax Advisory Services’s Gates Industrial GTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
18,013
+178
+1% +$4.1K ﹤0.01% 1696
2025
Q1
$328K Sell
17,835
-4,705
-21% -$86.6K ﹤0.01% 1770
2024
Q4
$464K Buy
22,540
+1,452
+7% +$29.9K ﹤0.01% 1498
2024
Q3
$370K Sell
21,088
-21,070
-50% -$370K ﹤0.01% 1612
2024
Q2
$667K Buy
+42,158
New +$667K ﹤0.01% 1193