Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-517
| Closed | -$25K | – | 1927 |
|
|
2020
Q3 | $25K | Hold |
517
| – | – | 0.01% | 528 |
|
|
2020
Q2 | $25K | Buy |
517
+76
| +17% | +$3.68K | 0.01% | 486 |
|
|
2020
Q1 | $14K | Buy |
441
+307
| +229% | +$9.75K | ﹤0.01% | 592 |
|
|
2019
Q4 | $6K | Buy |
134
+30
| +29% | +$1.34K | ﹤0.01% | 952 |
|
|
2019
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q2 | $4K | Hold |
104
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q1 | $4K | Sell |
104
-45
| -30% | -$1.73K | ﹤0.01% | 962 |
|
|
2018
Q4 | $5K | Buy |
+149
| New | +$5K | ﹤0.01% | 711 |
|