XML Financial’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 |
-22,750
| Closed | -$264K | – | 334 |
|
|
2023
Q3 | $264K | Sell |
22,750
-7,342
| -24% | -$85.2K | 0.03% | 275 |
|
|
2023
Q2 | $406K | Buy |
30,092
+800
| +3% | +$10.8K | 0.05% | 241 |
|
|
2023
Q1 | $407K | Buy |
29,292
+100
| +0.3% | +$1.39K | 0.05% | 230 |
|
|
2022
Q4 | $333K | Sell |
29,192
-700
| -2% | -$7.99K | 0.04% | 242 |
|
|
2022
Q3 | $292K | Buy |
29,892
+300
| +1% | +$2.93K | 0.04% | 253 |
|
|
2022
Q2 | $320K | Buy |
29,592
+800
| +3% | +$8.65K | 0.07% | 169 |
|
|
2022
Q1 | $434K | Buy |
28,792
+5,450
| +23% | +$82.2K | 0.05% | 222 |
|
|
2021
Q4 | $371K | Buy |
23,342
+5,250
| +29% | +$83.4K | 0.04% | 238 |
|
|
2021
Q3 | $294K | Buy |
+18,092
| New | +$294K | 0.04% | 249 |
|