Wealth Enhancement Advisory 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
Q2
$996K Sell
41,466
-194
-0.5% -$4.66K ﹤0.01% 1748
2025
Q1
$767K Buy
41,660
+1,845
+5% +$34K ﹤0.01% 1754
2024
Q4
$819K Buy
39,815
+1,363
+4% +$28K ﹤0.01% 1649
2024
Q3
$675K Buy
38,452
+3,610
+10% +$63.4K ﹤0.01% 1610
2024
Q2
$551K Buy
34,842
+10,776
+45% +$170K ﹤0.01% 1592
2024
Q1
$426K Buy
24,066
+1,724
+8% +$30.5K ﹤0.01% 1685
2023
Q4
$300K Buy
22,342
+7,772
+53% +$104K ﹤0.01% 1808
2023
Q3
$169K Buy
+14,570
New +$169K ﹤0.01% 2022