OneDigital Investment 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	$451K	Buy	19,602 +3	+0%	+$69	0.01%	943
2025 Q1	$361K	Buy	19,599 +2,135	+12%	+$39.3K	﹤0.01%	996
2024 Q4	$359K	Sell	17,464 -776	-4%	-$16K	﹤0.01%	1039
2024 Q3	$320K	Buy	18,240 +107	+0.6%	+$1.88K	﹤0.01%	1128
2024 Q2	$287K	Buy	+18,133	New	+$287K	﹤0.01%	1127