IFP Advisors’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 | $6.56K | Buy |
+199
| New | +$6.56K | ﹤0.01% | 3179 |
|
|
2025
Q1 | – | Hold |
0
| – | -$905 | – | 3374 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3300 |
|
|
2023
Q3 | – | Sell |
-1,565
| Closed | -$21.1K | – | 3411 |
|
|
2023
Q2 | $21.1K | Buy |
+1,565
| New | +$21.1K | ﹤0.01% | 1968 |
|
|
2023
Q1 | – | Sell |
-888
| Closed | -$14K | – | 3824 |
|
|
2022
Q4 | $14K | Buy |
888
+52
| +6% | +$820 | ﹤0.01% | 3151 |
|
|
2022
Q3 | $13K | Buy |
836
+699
| +510% | +$10.9K | ﹤0.01% | 3445 |
|
|
2022
Q2 | $2K | Hold |
137
| – | – | ﹤0.01% | 4130 |
|
|
2022
Q1 | $2K | Buy |
+137
| New | +$2K | ﹤0.01% | 4130 |
|
|
2021
Q4 | – | Sell |
-47
| Closed | -$1K | – | 3361 |
|
|
2021
Q3 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 2969 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3593 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3502 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3384 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3261 |
|
|
2020
Q2 | – | Sell |
-85
| Closed | -$1K | – | 3132 |
|
|
2020
Q1 | $1K | Hold |
85
| – | – | ﹤0.01% | 2495 |
|
|
2019
Q4 | $1K | Hold |
85
| – | – | ﹤0.01% | 2657 |
|
|
2019
Q3 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 2845 |
|
|
2018
Q4 | – | Sell |
-44
| Closed | -$1K | – | 3622 |
|
|
2018
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 3640 |
|
|
2018
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 3675 |
|