J.P. Morgan Private Wealth Advisors’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $334K | Buy |
28,802
+3,333
| +13% | +$38.7K | ﹤0.01% | 1421 |
|
|
2023
Q2 | $343K | Sell |
25,469
-1,265
| -5% | -$17.1K | ﹤0.01% | 1184 |
|
|
2023
Q1 | $371K | Sell |
26,734
-11,905
| -31% | -$165K | ﹤0.01% | 1595 |
|
|
2022
Q4 | $441K | Sell |
38,639
-6,072
| -14% | -$69.3K | ﹤0.01% | 1519 |
|
|
2022
Q3 | $436K | Buy |
44,711
+5,367
| +14% | +$52.3K | ﹤0.01% | 1520 |
|
|
2022
Q2 | $425K | Buy |
39,344
+723
| +2% | +$7.81K | ﹤0.01% | 1519 |
|
|
2022
Q1 | $582K | Buy |
38,621
+26,544
| +220% | +$400K | ﹤0.01% | 1473 |
|
|
2021
Q4 | $192K | Sell |
12,077
-27,759
| -70% | -$441K | ﹤0.01% | 1917 |
|
|
2021
Q3 | $648K | Buy |
39,836
+8,047
| +25% | +$131K | ﹤0.01% | 1401 |
|
|
2021
Q2 | $574K | Buy |
31,789
+17,757
| +127% | +$321K | ﹤0.01% | 1428 |
|
|
2021
Q1 | $224K | Buy |
+14,032
| New | +$224K | ﹤0.01% | 1640 |
|