Braun Stacey Associates’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
Q4 | – | Sell |
-210,595
| Closed | -$9.2M | – | 131 |
|
|
2019
Q3 | $9.2M | Sell |
210,595
-30,140
| -13% | -$1.32M | 0.58% | 88 |
|
|
2019
Q2 | $10.7M | Sell |
240,735
-35,080
| -13% | -$1.56M | 0.69% | 86 |
|
|
2019
Q1 | $12.8M | Sell |
275,815
-11,005
| -4% | -$511K | 0.85% | 63 |
|
|
2018
Q4 | $12.6M | Buy |
286,820
+430
| +0.2% | +$18.9K | 1% | 44 |
|
|
2018
Q3 | $15M | Buy |
286,390
+47,384
| +20% | +$2.48M | 0.96% | 46 |
|
|
2018
Q2 | $14.6M | Buy |
+239,006
| New | +$14.6M | 0.99% | 43 |
|