Glassman Wealth Services’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13
| Closed | -$174 | – | 869 |
|
|
2023
Q4 | $174 | Buy |
+13
| New | +$174 | ﹤0.01% | 1908 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$175 | – | 2022 |
|
|
2023
Q2 | $175 | Hold |
13
| – | – | ﹤0.01% | 1833 |
|
|
2023
Q1 | $181 | Buy |
+13
| New | +$181 | ﹤0.01% | 1821 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | – | – | 1788 |
|
|
2022
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1799 |
|
|
2022
Q1 | – | Sell |
-13
| Closed | – | – | 1754 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1744 |
|
|
2020
Q2 | – | Sell |
-96
| Closed | -$1K | – | 1348 |
|
|
2020
Q1 | $1K | Sell |
96
-32
| -25% | -$333 | ﹤0.01% | 888 |
|
|
2019
Q4 | $2K | Hold |
128
| – | – | ﹤0.01% | 757 |
|
|
2019
Q3 | $1K | Buy |
+128
| New | +$1K | ﹤0.01% | 841 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | – | – | 857 |
|
|
2018
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 869 |
|