LPL Financial’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Sell |
13,916
-76,599
| -85% | -$85.8K | ﹤0.01% | 5338 |
|
|
2025
Q1 | $71.5K | Buy |
90,515
+17,395
| +24% | +$13.7K | ﹤0.01% | 4972 |
|
|
2024
Q4 | $121K | Buy |
+73,120
| New | +$121K | ﹤0.01% | 4832 |
|
|
2021
Q4 | – | Sell |
-3,444
| Closed | -$204K | – | 4360 |
|
|
2021
Q3 | $204K | Buy |
3,444
+609
| +21% | +$36.1K | ﹤0.01% | 3942 |
|
|
2021
Q2 | $246K | Buy |
+2,835
| New | +$246K | ﹤0.01% | 3735 |
|