AE Wealth Management’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100,885
| Closed | -$480K | – | 1986 |
|
|
2023
Q2 | $480K | Buy |
+100,885
| New | +$480K | ﹤0.01% | 1412 |
|
|
2023
Q1 | – | Sell |
-51,331
| Closed | -$518K | – | 1909 |
|
|
2022
Q4 | $518K | Buy |
+51,331
| New | +$518K | ﹤0.01% | 1298 |
|
|
2020
Q4 | – | Sell |
-15,536
| Closed | -$621K | – | 1360 |
|
|
2020
Q3 | $621K | Buy |
+15,536
| New | +$621K | 0.01% | 797 |
|