Mark Sheptoff Financial Planning’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
$336 Hold
300
﹤0.01% 498
2025
Q1
$237 Hold
300
﹤0.01% 438
2024
Q4
$495 Hold
300
﹤0.01% 418
2024
Q3
$1.05K Buy
+300
New +$1.05K ﹤0.01% 404