EverSource Wealth Advisors’s Fate Therapeutics FATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39K | Sell |
1,238
-1,284
| -51% | -$1.44K | ﹤0.01% | 3622 |
|
|
2025
Q1 | $1.99K | Buy |
2,522
+1,840
| +270% | +$1.45K | ﹤0.01% | 2931 |
|
|
2024
Q4 | $1.13K | Hold |
682
| – | – | ﹤0.01% | 2926 |
|
|
2024
Q3 | $2.39K | Hold |
682
| – | – | ﹤0.01% | 2488 |
|
|
2024
Q2 | $3.64K | Hold |
682
| – | – | ﹤0.01% | 2330 |
|
|
2024
Q1 | $2.69K | Hold |
682
| – | – | ﹤0.01% | 2291 |
|
|
2023
Q4 | $2.55K | Buy |
+682
| New | +$2.55K | ﹤0.01% | 2104 |
|
|
2023
Q2 | – | Sell |
-325
| Closed | -$1.85K | – | 2529 |
|
|
2023
Q1 | $1.85K | Hold |
325
| – | – | ﹤0.01% | 1954 |
|
|
2022
Q4 | $3.28K | Buy |
+325
| New | +$3.28K | ﹤0.01% | 1751 |
|
|
2022
Q2 | – | Sell |
-45
| Closed | -$2K | – | 1769 |
|
|
2022
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 1519 |
|
|
2021
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 1416 |
|