Sowell Financial Services’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-12,697
| Closed | -$261K | – | 1021 |
|
2024
Q4 | $261K | Buy |
+12,697
| New | +$261K | 0.01% | 478 |
|
2021
Q2 | – | Sell |
-5,005
| Closed | -$86K | – | 1437 |
|
2021
Q1 | $86K | Buy |
+5,005
| New | +$86K | ﹤0.01% | 1429 |
|
2019
Q4 | – | Sell |
-19
| Closed | – | – | 2575 |
|
2019
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 2416 |
|