ETFC
Creative Planning’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 |
-7,920
| Closed | -$396K | – | 2238 |
|
|
2020
Q3 | $396K | Buy |
+7,920
| New | +$396K | ﹤0.01% | 1239 |
|
|
2019
Q3 | – | Sell |
-6,843
| Closed | -$305K | – | 1974 |
|
|
2019
Q2 | $305K | Sell |
6,843
-717
| -9% | -$32K | ﹤0.01% | 1351 |
|
|
2019
Q1 | $351K | Buy |
7,560
+116
| +2% | +$5.39K | ﹤0.01% | 1234 |
|
|
2018
Q4 | $327K | Hold |
7,444
| – | – | ﹤0.01% | 1180 |
|
|
2018
Q3 | $390K | Buy |
7,444
+966
| +15% | +$50.6K | ﹤0.01% | 1223 |
|
|
2018
Q2 | $396K | Sell |
6,478
-4,716
| -42% | -$288K | ﹤0.01% | 1193 |
|
|
2018
Q1 | $620K | Buy |
11,194
+4,622
| +70% | +$256K | ﹤0.01% | 968 |
|
|
2017
Q4 | $326K | Buy |
+6,572
| New | +$326K | ﹤0.01% | 1305 |
|
|
2017
Q3 | – | Sell |
-1,710
| Closed | -$65K | – | 4058 |
|
|
2017
Q2 | $65K | Sell |
1,710
-35
| -2% | -$1.33K | ﹤0.01% | 2298 |
|
|
2017
Q1 | $61K | Sell |
1,745
-456
| -21% | -$15.9K | ﹤0.01% | 2314 |
|
|
2016
Q4 | $76K | Sell |
2,201
-252
| -10% | -$8.7K | ﹤0.01% | 2041 |
|
|
2016
Q3 | $71K | Sell |
2,453
-1,060
| -30% | -$30.7K | ﹤0.01% | 2083 |
|
|
2016
Q2 | $83K | Buy |
3,513
+2,150
| +158% | +$50.8K | ﹤0.01% | 1789 |
|
|
2016
Q1 | $33K | Buy |
1,363
+409
| +43% | +$9.9K | ﹤0.01% | 2382 |
|
|
2015
Q4 | $28K | Sell |
954
-22
| -2% | -$646 | ﹤0.01% | 2574 |
|
|
2015
Q3 | $26K | Buy |
+976
| New | +$26K | ﹤0.01% | 2520 |
|
|
2015
Q2 | – | Sell |
-606
| Closed | -$17K | – | 3280 |
|
|
2015
Q1 | $17K | Sell |
606
-500
| -45% | -$14K | ﹤0.01% | 2826 |
|
|
2014
Q4 | $27K | Buy |
1,106
+709
| +179% | +$17.3K | ﹤0.01% | 2428 |
|
|
2014
Q3 | $9K | Buy |
397
+30
| +8% | +$680 | ﹤0.01% | 2979 |
|
|
2014
Q2 | $8K | Sell |
367
-45
| -11% | -$981 | ﹤0.01% | 2933 |
|
|
2014
Q1 | $9K | Sell |
412
-2,830
| -87% | -$61.8K | ﹤0.01% | 2770 |
|
|
2013
Q4 | $64K | Buy |
3,242
+2,712
| +512% | +$53.5K | ﹤0.01% | 1446 |
|
|
2013
Q3 | $9K | Buy |
530
+400
| +308% | +$6.79K | ﹤0.01% | 2519 |
|
|
2013
Q2 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 2869 |
|