E. Ohman J:or Asset Management’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 |
-5,100
| Closed | -$255K | – | 456 |
|
|
2020
Q3 | $255K | Hold |
5,100
| – | – | 0.01% | 375 |
|
|
2020
Q2 | $254K | Buy |
+5,100
| New | +$254K | 0.01% | 372 |
|
|
2019
Q1 | – | Sell |
-8,300
| Closed | -$364K | – | 388 |
|
|
2018
Q4 | $364K | Hold |
8,300
| – | – | 0.03% | 281 |
|
|
2018
Q3 | $435K | Hold |
8,300
| – | – | 0.03% | 272 |
|
|
2018
Q2 | $508K | Buy |
8,300
+2,200
| +36% | +$135K | 0.04% | 247 |
|
|
2018
Q1 | $338K | Hold |
6,100
| – | – | 0.03% | 337 |
|
|
2017
Q4 | $302K | Hold |
6,100
| – | – | 0.02% | 394 |
|
|
2017
Q3 | $266K | Hold |
6,100
| – | – | 0.02% | 390 |
|
|
2017
Q2 | $232K | Hold |
6,100
| – | – | 0.02% | 403 |
|
|
2017
Q1 | $213K | Hold |
6,100
| – | – | 0.03% | 414 |
|
|
2016
Q4 | $211K | Hold |
6,100
| – | – | 0.03% | 396 |
|
|
2016
Q3 | $178K | Hold |
6,100
| – | – | 0.03% | 415 |
|
|
2016
Q2 | $143K | Hold |
6,100
| – | – | 0.02% | 421 |
|
|
2016
Q1 | $149K | Hold |
6,100
| – | – | 0.03% | 400 |
|
|
2015
Q4 | $181K | Hold |
6,100
| – | – | 0.03% | 378 |
|
|
2015
Q3 | $161K | Hold |
6,100
| – | – | 0.04% | 378 |
|
|
2015
Q2 | $183K | Buy |
+6,100
| New | +$183K | 0.04% | 382 |
|