Petrus Trust Company’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 |
-86,533
| Closed | -$1.16M | – | 698 |
|
|
2023
Q4 | $1.16M | Sell |
86,533
-16,306
| -16% | -$219K | 0.11% | 29 |
|
|
2023
Q3 | $1.19M | Buy |
102,839
+46,758
| +83% | +$543K | 0.13% | 31 |
|
|
2023
Q2 | $756K | Buy |
+56,081
| New | +$756K | 0.09% | 55 |
|
|
2022
Q1 | – | Sell |
-11,462
| Closed | -$182K | – | 108 |
|
|
2021
Q4 | $182K | Buy |
11,462
+179
| +2% | +$2.84K | 0.02% | 117 |
|
|
2021
Q3 | $184K | Sell |
11,283
-1,499
| -12% | -$24.4K | 0.02% | 73 |
|
|
2021
Q2 | $231K | Buy |
+12,782
| New | +$231K | 0.02% | 62 |
|