Gradient Investments’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
2021
Q1
Sell
-18
Closed -$1K 1353
2020
Q4
$1K Hold
18
﹤0.01% 1118
2020
Q3
$1K Hold
18
﹤0.01% 1122
2020
Q2
$1K Sell
18
-52
-74% -$2.24K ﹤0.01% 1027
2020
Q1
$2K Buy
+70
New +$2.96K ﹤0.01% 954
2019
Q3
Sell
-150
Closed -$7K 1284
2019
Q2
$7K Buy
+150
New +$7.17K ﹤0.01% 736

Gradient Investments's ETFC Position: Q1 2021 in Review

Gradient Investments sold out of E*Trade Financial Corporation (ETFC) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Gradient Investments first reported a position in ETFC in Q2 2019 and held it in 5 quarters. The position peaked at $7K in Q2 2019. 1 fund tracked by Wall St. Rank holds ETFC as of Q1 2021.

  • Gradient Investments reported no remaining E*Trade Financial Corporation position as of Q1 2021 after selling out during the quarter.
  • Gradient Investments sold 18 E*Trade Financial Corporation shares in Q1 2021, an estimated $1K.
  • Gradient Investments first reported a position in E*Trade Financial Corporation in Q2 2019 and held it in 5 quarters.
  • Gradient Investments's E*Trade Financial Corporation position peaked at $7K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.