FA
ETFC
Fortis Advisors’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 |
-1,024
| Closed | -$51K | – | 201 |
|
|
2020
Q3 | $51K | Buy |
1,024
+2
| +0.2% | +$100 | 0.05% | 104 |
|
|
2020
Q2 | $51K | Sell |
1,022
-10,221
| -91% | -$510K | 0.05% | 116 |
|
|
2020
Q1 | $386K | Buy |
11,243
+34
| +0.3% | +$1.17K | 0.26% | 43 |
|
|
2019
Q4 | $509K | Buy |
11,209
+35
| +0.3% | +$1.59K | 0.31% | 48 |
|
|
2019
Q3 | $488K | Buy |
11,174
+39
| +0.4% | +$1.7K | 0.23% | 46 |
|
|
2019
Q2 | $497K | Buy |
11,135
+32
| +0.3% | +$1.43K | 0.24% | 50 |
|
|
2019
Q1 | $516K | Buy |
11,103
+32
| +0.3% | +$1.49K | 0.27% | 45 |
|
|
2018
Q4 | $486K | Buy |
11,071
+30
| +0.3% | +$1.32K | 0.29% | 38 |
|
|
2018
Q3 | $578K | Hold |
11,041
| – | – | 0.32% | 37 |
|
|
2018
Q2 | $675K | Hold |
11,041
| – | – | 0.39% | 34 |
|
|
2018
Q1 | $612K | Hold |
11,041
| – | – | 0.34% | 33 |
|
|
2017
Q4 | $547K | Hold |
11,041
| – | – | 0.34% | 34 |
|
|
2017
Q3 | $481K | Hold |
11,041
| – | – | 0.33% | 31 |
|
|
2017
Q2 | $420K | Buy |
11,041
+1,000
| +10% | +$38K | 0.33% | 34 |
|
|
2017
Q1 | $350K | Buy |
+10,041
| New | +$350K | 0.32% | 37 |
|