EP
ETFC
Edgestream Partners’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 |
-129,918
| Closed | -$6.5M | – | 444 |
|
|
2020
Q3 | $6.5M | Buy |
129,918
+109,632
| +540% | +$5.49M | 0.42% | 76 |
|
|
2020
Q2 | $1.01M | Sell |
20,286
-602
| -3% | -$29.9K | 0.05% | 246 |
|
|
2020
Q1 | $717K | Buy |
+20,888
| New | +$717K | 0.07% | 217 |
|
|
2019
Q4 | – | Sell |
-155,762
| Closed | -$6.81M | – | 366 |
|
|
2019
Q3 | $6.81M | Sell |
155,762
-29,395
| -16% | -$1.28M | 0.65% | 51 |
|
|
2019
Q2 | $8.26M | Sell |
185,157
-35,421
| -16% | -$1.58M | 0.93% | 34 |
|
|
2019
Q1 | $10.2M | Buy |
220,578
+31,764
| +17% | +$1.47M | 1.5% | 13 |
|
|
2018
Q4 | $8.29M | Buy |
188,814
+62,446
| +49% | +$2.74M | 1.45% | 12 |
|
|
2018
Q3 | $6.62M | Buy |
+126,368
| New | +$6.62M | 1.13% | 20 |
|