JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58K | Buy |
199
+36
| +22% | +$829 | ﹤0.01% | 1115 |
|
|
2025
Q1 | $3K | Sell |
163
-17
| -9% | -$313 | ﹤0.01% | 1319 |
|
|
2024
Q4 | $3.7K | Buy |
180
+30
| +20% | +$617 | ﹤0.01% | 1235 |
|
|
2024
Q3 | $2.63K | Buy |
150
+26
| +21% | +$456 | ﹤0.01% | 1377 |
|
|
2024
Q2 | $1.96K | Hold |
124
| – | – | ﹤0.01% | 1437 |
|
|
2024
Q1 | $2.2K | Hold |
124
| – | – | ﹤0.01% | 1407 |
|
|
2023
Q4 | $1.67K | Sell |
124
-46
| -27% | -$618 | ﹤0.01% | 1506 |
|
|
2023
Q3 | $1.97K | Buy |
170
+27
| +19% | +$314 | ﹤0.01% | 1365 |
|
|
2023
Q2 | $1.93K | Sell |
143
-24
| -14% | -$324 | ﹤0.01% | 1395 |
|
|
2023
Q1 | $2.32K | Buy |
167
+26
| +18% | +$361 | ﹤0.01% | 1298 |
|
|
2022
Q4 | $1.61K | Sell |
141
-3
| -2% | -$34 | ﹤0.01% | 1455 |
|
|
2022
Q3 | $1K | Buy |
144
+41
| +40% | +$285 | ﹤0.01% | 1557 |
|
|
2022
Q2 | $1K | Sell |
103
-5
| -5% | -$49 | ﹤0.01% | 1538 |
|
|
2022
Q1 | $2K | Buy |
108
+63
| +140% | +$1.17K | ﹤0.01% | 1414 |
|
|
2021
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1376 |
|