Allworth Financial’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5 | Hold |
4
| – | – | ﹤0.01% | 4562 |
|
|
2025
Q1 | $6 | Hold |
4
| – | – | ﹤0.01% | 4025 |
|
|
2024
Q4 | $6 | Sell |
4
-37
| -90% | -$56 | ﹤0.01% | 3914 |
|
|
2024
Q3 | $144 | Buy |
41
+37
| +925% | +$130 | ﹤0.01% | 3635 |
|
|
2024
Q2 | $18 | Hold |
4
| – | – | ﹤0.01% | 3649 |
|
|
2024
Q1 | $30 | Hold |
4
| – | – | ﹤0.01% | 3546 |
|
|
2023
Q4 | $15 | Hold |
4
| – | – | ﹤0.01% | 3404 |
|
|
2023
Q3 | $9 | Sell |
4
-143
| -97% | -$322 | ﹤0.01% | 3404 |
|
|
2023
Q2 | $700 | Buy |
147
+90
| +158% | +$429 | ﹤0.01% | 2826 |
|
|
2023
Q1 | $325 | Buy |
+57
| New | +$325 | ﹤0.01% | 2923 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$1K | – | 3064 |
|
|
2022
Q3 | $1K | Buy |
30
+17
| +131% | +$567 | ﹤0.01% | 2365 |
|
|
2022
Q2 | $0 | Buy |
13
+7
| +117% | – | ﹤0.01% | 2514 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2191 |
|
|
2021
Q4 | – | Sell |
-156
| Closed | -$9K | – | 1990 |
|
|
2021
Q3 | $9K | Buy |
+156
| New | +$9K | ﹤0.01% | 1370 |
|