Atria Investments’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,790
| Closed | -$561K | – | 1055 |
|
|
2018
Q4 | $561K | Buy |
+12,790
| New | +$561K | 0.02% | 464 |
|
|
2018
Q3 | – | Sell |
-9,366
| Closed | -$573K | – | 1068 |
|
|
2018
Q2 | $573K | Buy |
9,366
+3,160
| +51% | +$193K | 0.03% | 524 |
|
|
2018
Q1 | $344K | Sell |
6,206
-2,661
| -30% | -$148K | 0.02% | 630 |
|
|
2017
Q4 | $440K | Buy |
8,867
+2,228
| +34% | +$111K | 0.02% | 516 |
|
|
2017
Q3 | $290K | Buy |
+6,639
| New | +$290K | 0.02% | 618 |
|
|
2013
Q4 | – | Sell |
-73,000
| Closed | -$1.21M | – | 476 |
|
|
2013
Q3 | $1.21M | Buy |
+73,000
| New | +$1.21M | 0.13% | 136 |
|