IFP Advisors’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.47K | Sell |
242
-68
| -22% | -$1.65K | ﹤0.01% | 3465 |
|
|
2025
Q4 | $6.66K | Hold |
310
| – | – | ﹤0.01% | 3266 |
|
|
2025
Q3 | $7.69K | Buy |
310
+111
| +56% | +$2.76K | ﹤0.01% | 3040 |
|
|
2025
Q2 | $6.56K | Buy |
+199
| New | +$4.01K | ﹤0.01% | 3179 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3374 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3300 |
|
|
2023
Q3 | – | Sell |
-1,565
| Closed | -$21.1K | – | 3411 |
|
|
2023
Q2 | $21.1K | Buy |
+1,565
| New | +$20.3K | ﹤0.01% | 1968 |
|
|
2023
Q1 | – | Sell |
-888
| Closed | -$14K | – | 3824 |
|
|
2022
Q4 | $14K | Buy |
888
+52
| +6% | +$573 | ﹤0.01% | 3151 |
|
|
2022
Q3 | $13K | Buy |
836
+699
| +510% | +$7.91K | ﹤0.01% | 3444 |
|
|
2022
Q2 | $2K | Hold |
137
| – | – | ﹤0.01% | 4129 |
|
|
2022
Q1 | $2K | Buy |
+137
| New | +$2.14K | ﹤0.01% | 4127 |
|
|
2021
Q4 | – | Sell |
-47
| Closed | -$1K | – | 3412 |
|
|
2021
Q3 | $1K | Buy |
+47
| New | +$804 | ﹤0.01% | 3033 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3638 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3557 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3424 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3302 |
|
|
2020
Q2 | – | Sell |
-85
| Closed | -$771 | – | 3171 |
|
|
2020
Q1 | $1K | Hold |
85
| – | – | ﹤0.01% | 2539 |
|
|
2019
Q4 | $1K | Hold |
85
| – | – | ﹤0.01% | 2670 |
|
|
2019
Q3 | $1K | Buy |
+85
| New | +$834 | ﹤0.01% | 2860 |
|
|
2018
Q4 | – | Sell |
-44
| Closed | -$1K | – | 3676 |
|
|
2018
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 3681 |
|
|
2018
Q2 | $1K | Buy |
+44
| New | +$696 | ﹤0.01% | 3726 |
|
Other funds holding GTES
VPM
VCM
