CWP
Concord Wealth Partners’s Fate Therapeutics FATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7
| Closed | -$71 | – | 1075 |
|
|
2022
Q4 | $71 | Buy |
+7
| New | +$71 | ﹤0.01% | 1233 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | – | – | 479 |
|
|
2022
Q2 | $0 | Sell |
19
-361
| -95% | – | ﹤0.01% | 1271 |
|
|
2022
Q1 | $15K | Sell |
380
-535
| -58% | -$21.1K | ﹤0.01% | 683 |
|
|
2021
Q4 | $54K | Buy |
915
+827
| +940% | +$48.8K | 0.01% | 442 |
|
|
2021
Q3 | $5K | Buy |
88
+76
| +633% | +$4.32K | ﹤0.01% | 578 |
|
|
2021
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 963 |
|