CIM Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,533
| Closed | -$671K | – | 349 |
|
|
2017
Q4 | $671K | Sell |
13,533
-217
| -2% | -$10.8K | 0.23% | 112 |
|
|
2017
Q3 | $600K | Sell |
13,750
-740
| -5% | -$32.3K | 0.22% | 117 |
|
|
2017
Q2 | $551K | Sell |
14,490
-904
| -6% | -$34.4K | 0.2% | 141 |
|
|
2017
Q1 | $537K | Sell |
15,394
-1,515
| -9% | -$52.8K | 0.18% | 148 |
|
|
2016
Q4 | $586K | Buy |
16,909
+195
| +1% | +$6.76K | 0.21% | 132 |
|
|
2016
Q3 | $487K | Sell |
16,714
-1,310
| -7% | -$38.2K | 0.19% | 147 |
|
|
2016
Q2 | $423K | Sell |
18,024
-780
| -4% | -$18.3K | 0.18% | 161 |
|
|
2016
Q1 | $461K | Buy |
+18,804
| New | +$461K | 0.2% | 138 |
|
|
2015
Q2 | – | Sell |
-28,299
| Closed | -$808K | – | 285 |
|
|
2015
Q1 | $808K | Sell |
28,299
-28,299
| -50% | -$808K | 0.35% | 104 |
|
|
2014
Q4 | $1.37M | Hold |
56,598
| – | – | 0.63% | 42 |
|
|
2014
Q3 | $1.28M | Sell |
56,598
-2,666
| -4% | -$60.2K | 0.65% | 47 |
|
|
2014
Q2 | $1.26M | Buy |
+59,264
| New | +$1.26M | 0.63% | 53 |
|