CAPTRUST Financial Advisors’s Fate Therapeutics FATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Buy |
19,604
+3,175
| +19% | +$3.56K | ﹤0.01% | 2468 |
|
|
2025
Q1 | $13K | Buy |
+16,429
| New | +$13K | ﹤0.01% | 2331 |
|
|
2022
Q3 | – | Sell |
-474
| Closed | -$12K | – | 2712 |
|
|
2022
Q2 | $12K | Buy |
474
+465
| +5,167% | +$11.8K | ﹤0.01% | 3648 |
|
|
2022
Q1 | $0 | Sell |
9
-41
| -82% | – | ﹤0.01% | 4973 |
|
|
2021
Q4 | $3K | Buy |
50
+25
| +100% | +$1.5K | ﹤0.01% | 4269 |
|
|
2021
Q3 | $1K | Sell |
25
-38
| -60% | -$1.52K | ﹤0.01% | 4420 |
|
|
2021
Q2 | $5K | Sell |
63
-12
| -16% | -$952 | ﹤0.01% | 3855 |
|
|
2021
Q1 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 3648 |
|