Hochman Cole Investment Advisors’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-12,471
| Closed | -$141K | – | 109 |
|
|
2018
Q2 | $141K | Sell |
12,471
-5,093
| -29% | -$57.6K | 0.09% | 105 |
|
|
2018
Q1 | $171K | Sell |
17,564
-16,633
| -49% | -$162K | 0.12% | 98 |
|
|
2017
Q4 | $209K | Sell |
34,197
-5,641
| -14% | -$34.5K | 0.13% | 95 |
|
|
2017
Q3 | $158K | Buy |
+39,838
| New | +$158K | 0.1% | 97 |
|
|
2017
Q1 | – | Sell |
-10,887
| Closed | -$27K | – | 89 |
|
|
2016
Q4 | $27K | Buy |
+10,887
| New | +$27K | 0.02% | 89 |
|
|
2016
Q3 | – | Sell |
-11,005
| Closed | -$19K | – | 85 |
|
|
2016
Q2 | $19K | Sell |
11,005
-5,336
| -33% | -$9.21K | 0.02% | 76 |
|
|
2016
Q1 | $29K | Hold |
16,341
| – | – | 0.02% | 78 |
|
|
2015
Q4 | $55K | Buy |
+16,341
| New | +$55K | 0.05% | 76 |
|