Integrated Wealth Concepts’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 | $315K | Buy |
13,695
+3,301
| +32% | +$76K | ﹤0.01% | 1522 |
|
|
2025
Q1 | $191K | Sell |
10,394
-81
| -0.8% | -$1.49K | ﹤0.01% | 1636 |
|
|
2024
Q4 | $215K | Sell |
10,475
-321
| -3% | -$6.6K | ﹤0.01% | 1561 |
|
|
2024
Q3 | $189K | Sell |
10,796
-4,153
| -28% | -$72.9K | ﹤0.01% | 1563 |
|
|
2024
Q2 | $236K | Buy |
14,949
+666
| +5% | +$10.5K | ﹤0.01% | 1451 |
|
|
2024
Q1 | $253K | Buy |
14,283
+995
| +7% | +$17.6K | ﹤0.01% | 1411 |
|
|
2023
Q4 | $178K | Buy |
13,288
+3,085
| +30% | +$41.4K | ﹤0.01% | 1479 |
|
|
2023
Q3 | $118K | Hold |
10,203
| – | – | ﹤0.01% | 1472 |
|
|
2023
Q2 | $138K | Buy |
+10,203
| New | +$138K | ﹤0.01% | 1468 |
|