Baystate Wealth Management’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,009
| Closed | -$51K | – | 801 |
|
|
2020
Q3 | $51K | Buy |
1,009
+3
| +0.3% | +$152 | 0.01% | 220 |
|
|
2020
Q2 | $50K | Buy |
1,006
+3
| +0.3% | +$149 | 0.01% | 225 |
|
|
2020
Q1 | $34K | Buy |
1,003
+3
| +0.3% | +$102 | ﹤0.01% | 232 |
|
|
2019
Q4 | $45K | Buy |
+1,000
| New | +$45K | 0.01% | 240 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$3K | – | 736 |
|
|
2018
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 501 |
|
|
2018
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 494 |
|
|
2018
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 459 |
|
|
2017
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 487 |
|
|
2017
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 472 |
|
|
2017
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 526 |
|
|
2017
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 489 |
|