BC
ETFC
Burney Company’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 |
-5,066
| Closed | -$254K | – | 554 |
|
|
2020
Q3 | $254K | Sell |
5,066
-1,206
| -19% | -$60.5K | 0.02% | 438 |
|
|
2020
Q2 | $312K | Sell |
6,272
-2,244
| -26% | -$112K | 0.02% | 400 |
|
|
2020
Q1 | $292K | Sell |
8,516
-1,190
| -12% | -$40.8K | 0.02% | 358 |
|
|
2019
Q4 | $440K | Sell |
9,706
-4,380
| -31% | -$199K | 0.02% | 343 |
|
|
2019
Q3 | $615K | Sell |
14,086
-12,093
| -46% | -$528K | 0.04% | 306 |
|
|
2019
Q2 | $1.17M | Sell |
26,179
-2,534
| -9% | -$113K | 0.07% | 243 |
|
|
2019
Q1 | $1.33M | Sell |
28,713
-5,390
| -16% | -$250K | 0.08% | 233 |
|
|
2018
Q4 | $1.5M | Sell |
34,103
-6,020
| -15% | -$264K | 0.11% | 208 |
|
|
2018
Q3 | $2.1M | Sell |
40,123
-4,885
| -11% | -$256K | 0.13% | 186 |
|
|
2018
Q2 | $2.75M | Sell |
45,008
-8,775
| -16% | -$537K | 0.16% | 167 |
|
|
2018
Q1 | $2.98M | Sell |
53,783
-7,300
| -12% | -$404K | 0.18% | 152 |
|
|
2017
Q4 | $3.03M | Sell |
61,083
-2,357
| -4% | -$117K | 0.17% | 153 |
|
|
2017
Q3 | $2.74M | Sell |
63,440
-7,765
| -11% | -$335K | 0.18% | 149 |
|
|
2017
Q2 | $2.68M | Buy |
71,205
+2,563
| +4% | +$96.6K | 0.18% | 142 |
|
|
2017
Q1 | $2.4M | Buy |
68,642
+27,057
| +65% | +$944K | 0.16% | 149 |
|
|
2016
Q4 | $1.44M | Buy |
+41,585
| New | +$1.44M | 0.1% | 179 |
|