Steward Partners Investment Advisory’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-185
| Closed | -$1.06K | – | 3340 |
|
|
2023
Q1 | $1.06K | Buy |
+185
| New | +$1.06K | ﹤0.01% | 3115 |
|
|
2022
Q4 | – | Sell |
-185
| Closed | -$4K | – | 3397 |
|
|
2022
Q3 | $4K | Hold |
185
| – | – | ﹤0.01% | 2844 |
|
|
2022
Q2 | $5K | Sell |
185
-90
| -33% | -$2.43K | ﹤0.01% | 2764 |
|
|
2022
Q1 | $11K | Buy |
275
+160
| +139% | +$6.4K | ﹤0.01% | 2611 |
|
|
2021
Q4 | $7K | Buy |
115
+25
| +28% | +$1.52K | ﹤0.01% | 2721 |
|
|
2021
Q3 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 2800 |
|