Freedom Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-4,557
| Closed | -$227K | – | 612 |
|
2020
Q2 | $227K | Sell |
4,557
-1,420
| -24% | -$70.7K | 0.02% | 482 |
|
2020
Q1 | $261K | Sell |
5,977
-68
| -1% | -$2.97K | 0.02% | 550 |
|
2019
Q4 | $274K | Sell |
6,045
-4,961
| -45% | -$225K | 0.02% | 515 |
|
2019
Q3 | $481K | Buy |
11,006
+31
| +0.3% | +$1.36K | 0.04% | 364 |
|
2019
Q2 | $489K | Sell |
10,975
-731
| -6% | -$32.6K | 0.04% | 364 |
|
2019
Q1 | $544K | Sell |
11,706
-32,465
| -73% | -$1.51M | 0.04% | 362 |
|
2018
Q4 | $1.94M | Sell |
44,171
-1,281
| -3% | -$56.2K | 0.15% | 126 |
|
2018
Q3 | $2.7M | Buy |
45,452
+5,252
| +13% | +$312K | 0.17% | 104 |
|
2018
Q2 | $2.46M | Buy |
40,200
+5,184
| +15% | +$317K | 0.15% | 126 |
|
2018
Q1 | $1.94M | Sell |
35,016
-5,288
| -13% | -$293K | 0.1% | 175 |
|
2017
Q4 | $2M | Sell |
40,304
-3,498
| -8% | -$173K | 0.1% | 156 |
|
2017
Q3 | $1.91M | Buy |
43,802
+10,411
| +31% | +$454K | 0.1% | 149 |
|
2017
Q2 | $1.27M | Buy |
33,391
+5,091
| +18% | +$194K | 0.07% | 230 |
|
2017
Q1 | $987K | Buy |
+28,300
| New | +$987K | 0.06% | 295 |
|