J.P. Morgan Private Wealth Advisors’s Fate Therapeutics FATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $281K | Sell |
132,334
-3,000
| -2% | -$6.36K | ﹤0.01% | 1508 |
|
|
2023
Q2 | $644K | Sell |
135,334
-2,057
| -1% | -$9.79K | ﹤0.01% | 932 |
|
|
2023
Q1 | $783K | Buy |
137,391
+121,521
| +766% | +$693K | ﹤0.01% | 1280 |
|
|
2022
Q4 | $160K | Sell |
15,870
-10
| -0.1% | -$101 | ﹤0.01% | 1847 |
|
|
2022
Q3 | $356K | Sell |
15,880
-193
| -1% | -$4.33K | ﹤0.01% | 1588 |
|
|
2022
Q2 | $398K | Sell |
16,073
-530
| -3% | -$13.1K | ﹤0.01% | 1540 |
|
|
2022
Q1 | $644K | Sell |
16,603
-1,962
| -11% | -$76.1K | ﹤0.01% | 1415 |
|
|
2021
Q4 | $1.09M | Buy |
18,565
+291
| +2% | +$17K | ﹤0.01% | 1202 |
|
|
2021
Q3 | $1.08M | Sell |
18,274
-1,260
| -6% | -$74.7K | ﹤0.01% | 1176 |
|
|
2021
Q2 | $1.7M | Sell |
19,534
-312
| -2% | -$27.1K | ﹤0.01% | 945 |
|
|
2021
Q1 | $1.64M | Sell |
19,846
-534
| -3% | -$44K | 0.01% | 836 |
|
|
2020
Q4 | $1.85M | Buy |
20,380
+1,401
| +7% | +$127K | 0.01% | 764 |
|
|
2020
Q3 | $759K | Buy |
18,979
+8,967
| +90% | +$359K | ﹤0.01% | 997 |
|
|
2020
Q2 | $344K | Sell |
10,012
-5,580
| -36% | -$192K | ﹤0.01% | 1249 |
|
|
2020
Q1 | $346K | Hold |
15,592
| – | – | ﹤0.01% | 1078 |
|
|
2019
Q4 | $305K | Buy |
15,592
+2,360
| +18% | +$46.2K | ﹤0.01% | 1233 |
|
|
2019
Q3 | $205K | Sell |
13,232
-24,400
| -65% | -$378K | ﹤0.01% | 1344 |
|
|
2019
Q2 | $764K | Hold |
37,632
| – | – | ﹤0.01% | 841 |
|
|
2019
Q1 | $661K | Hold |
37,632
| – | – | ﹤0.01% | 927 |
|
|
2018
Q4 | $483K | Buy |
+37,632
| New | +$483K | ﹤0.01% | 985 |
|