Carson Wealth (CWM LLC)’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,500
| Closed | -$66K | – | 3396 |
|
|
2018
Q4 | $66K | Buy |
1,500
+436
| +41% | +$19.2K | ﹤0.01% | 814 |
|
|
2018
Q3 | $56K | Sell |
1,064
-27
| -2% | -$1.42K | ﹤0.01% | 726 |
|
|
2018
Q2 | $67K | Buy |
1,091
+1,034
| +1,814% | +$63.5K | ﹤0.01% | 580 |
|
|
2018
Q1 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 1135 |
|
|
2016
Q3 | – | Sell |
-80
| Closed | -$2K | – | 1091 |
|
|
2016
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 723 |
|
|
2016
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 691 |
|
|
2015
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 615 |
|
|
2015
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 591 |
|
|
2014
Q1 | – | Sell |
-80
| Closed | -$2K | – | 497 |
|
|
2013
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 549 |
|
|
2013
Q3 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 438 |
|