Glassman Wealth Services’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
Q4 | – | Sell |
-101
| Closed | -$5K | – | 1600 |
|
|
2020
Q3 | $5K | Sell |
101
-2
| -2% | -$99 | ﹤0.01% | 814 |
|
|
2020
Q2 | $5K | Sell |
103
-15
| -13% | -$728 | ﹤0.01% | 655 |
|
|
2020
Q1 | $4K | Sell |
118
-139
| -54% | -$4.71K | ﹤0.01% | 582 |
|
|
2019
Q4 | $12K | Buy |
257
+5
| +2% | +$233 | ﹤0.01% | 458 |
|
|
2019
Q3 | $11K | Sell |
252
-3
| -1% | -$131 | ﹤0.01% | 442 |
|
|
2019
Q2 | $11K | Hold |
255
| – | – | ﹤0.01% | 450 |
|
|
2019
Q1 | $12K | Buy |
255
+230
| +920% | +$10.8K | 0.01% | 431 |
|
|
2018
Q4 | $1K | Buy |
25
+9
| +56% | +$360 | ﹤0.01% | 730 |
|
|
2018
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 779 |
|
|
2018
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 766 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 702 |
|
|
2017
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 523 |
|
|
2017
Q2 | $1K | Sell |
16
-3
| -16% | -$188 | ﹤0.01% | 514 |
|
|
2017
Q1 | $1K | Buy |
19
+3
| +19% | +$158 | ﹤0.01% | 544 |
|
|
2016
Q4 | $1K | Sell |
16
-245
| -94% | -$15.3K | ﹤0.01% | 594 |
|
|
2016
Q3 | $8K | Buy |
261
+16
| +7% | +$490 | 0.01% | 327 |
|
|
2016
Q2 | $6K | Hold |
245
| – | – | 0.01% | 373 |
|
|
2016
Q1 | $6K | Hold |
245
| – | – | 0.01% | 362 |
|
|
2015
Q4 | $7K | Hold |
245
| – | – | 0.01% | 351 |
|
|
2015
Q3 | $6K | Hold |
245
| – | – | 0.01% | 351 |
|
|
2015
Q2 | $7K | Hold |
245
| – | – | 0.01% | 362 |
|
|
2015
Q1 | $7K | Sell |
245
-1
| -0.4% | -$29 | 0.01% | 365 |
|
|
2014
Q4 | $6K | Buy |
+246
| New | +$6K | ﹤0.01% | 416 |
|