Whittier Trust’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6
| Closed | -$69 | – | 1574 |
|
2023
Q3 | $69 | Buy |
+6
| New | +$69 | ﹤0.01% | 1666 |
|
2022
Q4 | – | Sell |
-360
| Closed | -$4K | – | 1658 |
|
2022
Q3 | $4K | Hold |
360
| – | – | ﹤0.01% | 1481 |
|
2022
Q2 | $4K | Hold |
360
| – | – | ﹤0.01% | 1473 |
|
2022
Q1 | $5K | Buy |
+360
| New | +$5K | ﹤0.01% | 1452 |
|