Creative Planning’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $559K | Sell |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $265K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $141K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $111K | Hold |
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|
2017
Q2 | $91K | Buy |
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|
2017
Q1 | $105K | Buy |
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|
2016
Q4 | $43K | Hold |
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|
2016
Q3 | $53K | Hold |
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|
2016
Q2 | $29K | Hold |
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|
2016
Q1 | $31K | Buy |
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|
2015
Q4 | $24K | Buy |
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|
2015
Q3 | $27K | Buy |
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