DWA
GTES icon

Delap Wealth Advisory’s Gates Industrial GTES Stock Holding History

Delap Wealth Advisory’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24,985
Closed -$395K – 80
2024
Q2 		$395K Buy
24,985
+3,567
+17% +$56.4K 0.18% 60
2024
Q1 		$379K Buy
+21,418
New +$379K 0.15% 109