LWMI
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Legacy Wealth Management (Idaho)’s Fate Therapeutics FATE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-115
Closed -$91 782
2025
Q1
$91 Hold
115
﹤0.01% 795
2024
Q4
$147 Hold
115
﹤0.01% 715
2024
Q3
$250 Buy
+115
New +$250 ﹤0.01% 656