Lee Financial’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,010
| Closed | -$13.6K | – | 439 |
|
|
2023
Q4 | $13.6K | Buy |
1,010
+210
| +26% | +$2.82K | ﹤0.01% | 379 |
|
|
2023
Q3 | $9.29K | Buy |
800
+140
| +21% | +$1.63K | ﹤0.01% | 419 |
|
|
2023
Q2 | $8.9K | Hold |
660
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $9.17K | Sell |
660
-384
| -37% | -$5.33K | ﹤0.01% | 437 |
|
|
2022
Q4 | $11.9K | Sell |
1,044
-325
| -24% | -$3.71K | ﹤0.01% | 430 |
|
|
2022
Q3 | $13K | Hold |
1,369
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $15K | Buy |
1,369
+14
| +1% | +$153 | ﹤0.01% | 378 |
|
|
2022
Q1 | $20K | Hold |
1,355
| – | – | ﹤0.01% | 340 |
|
|
2021
Q4 | $22K | Hold |
1,355
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $22K | Buy |
1,355
+275
| +25% | +$4.47K | ﹤0.01% | 321 |
|
|
2021
Q2 | $20K | Hold |
1,080
| – | – | ﹤0.01% | 324 |
|
|
2021
Q1 | $17K | Buy |
+1,080
| New | +$17K | ﹤0.01% | 321 |
|