Diversified Trust’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,730
| Closed | -$179K | – | 361 |
|
|
2019
Q2 | $179K | Buy |
15,730
+2,750
| +21% | +$31.3K | 0.01% | 352 |
|
|
2019
Q1 | $186K | Hold |
12,980
| – | – | 0.01% | 338 |
|
|
2018
Q4 | $172K | Buy |
12,980
+870
| +7% | +$11.5K | 0.01% | 325 |
|
|
2018
Q3 | $236K | Buy |
12,110
+540
| +5% | +$10.5K | 0.01% | 287 |
|
|
2018
Q2 | $188K | Buy |
11,570
+660
| +6% | +$10.7K | 0.01% | 304 |
|
|
2018
Q1 | $191K | Buy |
+10,910
| New | +$191K | 0.01% | 297 |
|