Financial Counselors Inc’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
Q3 | – | Sell |
-4,269
| Closed | -$261K | – | 526 |
|
|
2018
Q2 | $261K | Sell |
4,269
-684
| -14% | -$41.8K | 0.01% | 423 |
|
|
2018
Q1 | $274K | Sell |
4,953
-457
| -8% | -$25.3K | 0.01% | 407 |
|
|
2017
Q4 | $268K | Sell |
5,410
-562
| -9% | -$27.8K | 0.01% | 415 |
|
|
2017
Q3 | $260K | Buy |
5,972
+628
| +12% | +$27.3K | 0.01% | 420 |
|
|
2017
Q2 | $203K | Buy |
+5,344
| New | +$203K | 0.01% | 463 |
|
|
2017
Q1 | – | Sell |
-7,433
| Closed | -$258K | – | 529 |
|
|
2016
Q4 | $258K | Buy |
+7,433
| New | +$258K | 0.01% | 419 |
|
|
2016
Q1 | – | Sell |
-6,826
| Closed | -$202K | – | 466 |
|
|
2015
Q4 | $202K | Sell |
6,826
-1,713
| -20% | -$50.7K | 0.01% | 417 |
|
|
2015
Q3 | $225K | Buy |
8,539
+280
| +3% | +$7.38K | 0.02% | 395 |
|
|
2015
Q2 | $247K | Sell |
8,259
-1,350
| -14% | -$40.4K | 0.02% | 390 |
|
|
2015
Q1 | $274K | Hold |
9,609
| – | – | 0.02% | 387 |
|
|
2014
Q4 | $233K | Buy |
+9,609
| New | +$233K | 0.01% | 390 |
|