Bell Investment Advisors’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-260
| Closed | -$429 | – | 1919 |
|
|
2024
Q4 | $429 | Hold |
260
| – | – | ﹤0.01% | 1820 |
|
|
2024
Q3 | $910 | Hold |
260
| – | – | ﹤0.01% | 1624 |
|
|
2024
Q2 | $853 | Hold |
260
| – | – | ﹤0.01% | 1653 |
|
|
2024
Q1 | $1.91K | Hold |
260
| – | – | ﹤0.01% | 1381 |
|
|
2023
Q4 | $973 | Buy |
+260
| New | +$973 | ﹤0.01% | 1606 |
|
|
2022
Q4 | – | Sell |
-69
| Closed | -$2K | – | 1966 |
|
|
2022
Q3 | $2K | Sell |
69
-12
| -15% | -$348 | ﹤0.01% | 1094 |
|
|
2022
Q2 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 1136 |
|
|
2021
Q4 | $2K | Buy |
34
+6
| +21% | +$353 | ﹤0.01% | 1134 |
|
|
2021
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1062 |
|