GWM
ETFC
Greenwich Wealth Management’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 |
-539,889
| Closed | -$27M | – | 201 |
|
|
2020
Q3 | $27M | Hold |
539,889
| – | – | 4.84% | 4 |
|
|
2020
Q2 | $26.8M | Sell |
539,889
-106
| -0% | -$5.27K | 5.13% | 3 |
|
|
2020
Q1 | $18.5M | Buy |
+539,995
| New | +$18.5M | 3.96% | 5 |
|
|
2019
Q4 | – | Sell |
-322,083
| Closed | -$14.1M | – | 195 |
|
|
2019
Q3 | $14.1M | Buy |
322,083
+54,418
| +20% | +$2.38M | 2.75% | 9 |
|
|
2019
Q2 | $11.9M | Sell |
267,665
-161
| -0.1% | -$7.18K | 2.06% | 9 |
|
|
2019
Q1 | $12.4M | Hold |
267,826
| – | – | 2.2% | 9 |
|
|
2018
Q4 | $11.8M | Buy |
+267,826
| New | +$11.8M | 2.34% | 8 |
|