ATIA
ETFC
American Trust Investment Advisors’s E*Trade Financial Corporation ETFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-43,570
| Closed | -$1.98M | – | 79 |
|
2019
Q4 | $1.98M | Sell |
43,570
-1,950
| -4% | -$88.5K | 1.44% | 30 |
|
2019
Q3 | $1.99M | Sell |
45,520
-455
| -1% | -$19.9K | 1.53% | 28 |
|
2019
Q2 | $2.05M | Buy |
45,975
+1,440
| +3% | +$64.2K | 1.59% | 29 |
|
2019
Q1 | $2.07M | Buy |
44,535
+6,240
| +16% | +$290K | 1.59% | 31 |
|
2018
Q4 | $1.68M | Buy |
+38,295
| New | +$1.68M | 1.49% | 35 |
|