Glassman Wealth Services’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-53
| Closed | -$112 | – | 2010 |
|
|
2023
Q3 | $112 | Buy |
+53
| New | +$112 | ﹤0.01% | 1961 |
|
|
2023
Q1 | – | Sell |
-76
| Closed | -$767 | – | 1926 |
|
|
2022
Q4 | $767 | Buy |
76
+71
| +1,420% | +$717 | ﹤0.01% | 1505 |
|
|
2022
Q3 | $0 | Sell |
5
-7
| -58% | – | ﹤0.01% | 1757 |
|
|
2022
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1770 |
|
|
2021
Q4 | – | Sell |
-33
| Closed | -$2K | – | 1713 |
|
|
2021
Q3 | $2K | Buy |
33
+30
| +1,000% | +$1.82K | ﹤0.01% | 1162 |
|
|
2021
Q2 | $0 | Buy |
3
+2
| +200% | – | ﹤0.01% | 1510 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1466 |
|
|
2019
Q3 | – | Sell |
-11
| Closed | – | – | 1137 |
|
|
2019
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1160 |
|