Provenance 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 | – | Sell |
-62
| Closed | -$1.14K | – | 475 |
|
|
2025
Q1 | $1.14K | Hold |
62
| – | – | ﹤0.01% | 460 |
|
|
2024
Q4 | $1.28K | Hold |
62
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $1.09K | Hold |
62
| – | – | ﹤0.01% | 524 |
|
|
2024
Q2 | $980 | Hold |
62
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $1.1K | Hold |
62
| – | – | ﹤0.01% | 468 |
|
|
2023
Q4 | $832 | Buy |
62
+1
| +2% | +$13 | ﹤0.01% | 545 |
|
|
2023
Q3 | $708 | Buy |
+61
| New | +$708 | ﹤0.01% | 438 |
|