Avior Wealth Management’s Fate Therapeutics FATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17
| Closed | -$124 | – | 2751 |
|
|
2024
Q1 | $124 | Buy |
+17
| New | +$124 | ﹤0.01% | 3090 |
|
|
2023
Q1 | – | Sell |
-6,889
| Closed | -$69.5K | – | 1646 |
|
|
2022
Q4 | $69.5K | Hold |
6,889
| – | – | 0.01% | 577 |
|
|
2022
Q3 | $154K | Sell |
6,889
-2,075
| -23% | -$46.4K | 0.01% | 482 |
|
|
2022
Q2 | $222K | Buy |
8,964
+1,893
| +27% | +$46.9K | 0.02% | 401 |
|
|
2022
Q1 | $274K | Buy |
+7,071
| New | +$274K | 0.02% | 395 |
|