First Horizon Advisors’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-329
| Closed | -$16K | – | 1642 |
|
|
2020
Q3 | $16K | Buy |
329
+159
| +94% | +$8.29K | ﹤0.01% | 899 |
|
|
2020
Q2 | $8K | Hold |
170
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q1 | $5K | Sell |
170
-2,587
| -94% | -$109K | ﹤0.01% | 1133 |
|
|
2019
Q4 | $125K | Buy |
2,757
+170
| +7% | +$7.26K | 0.01% | 391 |
|
|
2019
Q3 | $113K | Hold |
2,587
| – | – | 0.01% | 397 |
|
|
2019
Q2 | $115K | Hold |
2,587
| – | – | 0.01% | 415 |
|
|
2019
Q1 | $120K | Hold |
2,587
| – | – | 0.01% | 389 |
|
|
2018
Q4 | $113K | Buy |
+2,587
| New | +$127K | 0.01% | 398 |
|
|
2017
Q3 | – | Sell |
-614
| Closed | -$23K | – | 1461 |
|
|
2017
Q2 | $23K | Hold |
614
| – | – | ﹤0.01% | 737 |
|
|
2017
Q1 | $21K | Buy |
614
+385
| +168% | +$13.8K | ﹤0.01% | 806 |
|
|
2016
Q4 | $6K | Hold |
229
| – | – | ﹤0.01% | 1125 |
|
|
2016
Q3 | $6K | Hold |
229
| – | – | ﹤0.01% | 1116 |
|
|
2016
Q2 | $5K | Sell |
229
-106
| -32% | -$2.69K | ﹤0.01% | 1120 |
|
|
2016
Q1 | $8K | Hold |
335
| – | – | ﹤0.01% | 1055 |
|
|
2015
Q4 | $10K | Buy |
335
+191
| +133% | +$5.49K | ﹤0.01% | 925 |
|
|
2015
Q3 | $3K | Hold |
144
| – | – | ﹤0.01% | 1274 |
|
|
2015
Q2 | $4K | Hold |
144
| – | – | ﹤0.01% | 1259 |
|
|
2015
Q1 | $4K | Hold |
144
| – | – | ﹤0.01% | 1283 |
|
|
2014
Q4 | $3K | Sell |
144
-57
| -28% | -$1.28K | ﹤0.01% | 1324 |
|
|
2014
Q3 | $4K | Hold |
201
| – | – | ﹤0.01% | 1306 |
|
|
2014
Q2 | $4K | Buy |
+201
| New | +$4.22K | ﹤0.01% | 1283 |
|