OneDigital Investment Advisors’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Hold |
0
| – | – | – | 740 |
|
|
2022
Q1 | – | Sell |
-3,419
| Closed | -$200K | – | 761 |
|
|
2021
Q4 | $200K | Sell |
3,419
-30
| -0.9% | -$1.76K | 0.01% | 721 |
|
|
2021
Q3 | $204K | Buy |
3,449
+61
| +2% | +$3.61K | 0.01% | 679 |
|
|
2021
Q2 | $294K | Sell |
3,388
-28,896
| -90% | -$2.51M | 0.01% | 555 |
|
|
2021
Q1 | $2.66M | Sell |
32,284
-3,303
| -9% | -$272K | 0.12% | 117 |
|
|
2020
Q4 | $3.24M | Sell |
35,587
-6,402
| -15% | -$582K | 0.17% | 90 |
|
|
2020
Q3 | $1.68M | Sell |
41,989
-14,775
| -26% | -$590K | 0.12% | 139 |
|
|
2020
Q2 | $1.95M | Buy |
56,764
+5,473
| +11% | +$188K | 0.14% | 138 |
|
|
2020
Q1 | $1.14M | Sell |
51,291
-5,555
| -10% | -$123K | 0.1% | 178 |
|
|
2019
Q4 | $1.11M | Buy |
56,846
+27,297
| +92% | +$534K | 0.09% | 177 |
|
|
2019
Q3 | $459K | Sell |
29,549
-2,230
| -7% | -$34.6K | 0.04% | 289 |
|
|
2019
Q2 | $645K | Buy |
+31,779
| New | +$645K | 0.05% | 215 |
|