High Net Worth Advisory Group’s Fate Therapeutics FATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$10.1K | – | 313 |
|
|
2022
Q4 | $10.1K | Sell |
1,000
-2,500
| -71% | -$25.2K | ﹤0.01% | 503 |
|
|
2022
Q3 | $78K | Hold |
3,500
| – | – | 0.03% | 263 |
|
|
2022
Q2 | $87K | Hold |
3,500
| – | – | 0.04% | 256 |
|
|
2022
Q1 | $136K | Hold |
3,500
| – | – | 0.05% | 218 |
|
|
2021
Q4 | $205K | Buy |
+3,500
| New | +$205K | 0.07% | 187 |
|