AR
ETFC
Advisory Research’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,456
| Closed | -$207K | – | 392 |
|
|
2019
Q1 | $207K | Sell |
4,456
-4,864
| -52% | -$226K | ﹤0.01% | 336 |
|
|
2018
Q4 | $409K | Sell |
9,320
-1,559
| -14% | -$68.4K | 0.01% | 315 |
|
|
2018
Q3 | $570K | Sell |
10,879
-9,704
| -47% | -$508K | 0.01% | 296 |
|
|
2018
Q2 | $1.26M | Sell |
20,583
-2,812
| -12% | -$172K | 0.02% | 252 |
|
|
2018
Q1 | $1.3M | Buy |
23,395
+6,424
| +38% | +$356K | 0.02% | 248 |
|
|
2017
Q4 | $841K | Sell |
16,971
-30,958
| -65% | -$1.53M | 0.01% | 286 |
|
|
2017
Q3 | $2.09M | Sell |
47,929
-884
| -2% | -$38.5K | 0.03% | 213 |
|
|
2017
Q2 | $1.86M | Buy |
48,813
+533
| +1% | +$20.3K | 0.03% | 233 |
|
|
2017
Q1 | $1.68M | Sell |
48,280
-14,494
| -23% | -$506K | 0.02% | 270 |
|
|
2016
Q4 | $2.18M | Buy |
+62,774
| New | +$2.18M | 0.03% | 206 |
|
|
2014
Q2 | – | Sell |
-3,096
| Closed | -$71K | – | 709 |
|
|
2014
Q1 | $71K | Buy |
+3,096
| New | +$71K | ﹤0.01% | 474 |
|