Institute for Wealth Management’s Fate Therapeutics FATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-66,886
| Closed | -$110K | – | 530 |
|
|
2024
Q4 | $110K | Buy |
+66,886
| New | +$110K | 0.01% | 500 |
|
|
2024
Q3 | – | Sell |
-66,886
| Closed | -$219K | – | 552 |
|
|
2024
Q2 | $219K | Sell |
66,886
-42
| -0.1% | -$138 | 0.03% | 456 |
|
|
2024
Q1 | $491K | Buy |
+66,928
| New | +$491K | 0.06% | 292 |
|