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 |
|