Greenwood Capital Associates’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
Q1 | – | Sell |
-9,005
| Closed | -$409K | – | 217 |
|
2019
Q4 | $409K | Buy |
+9,005
| New | +$409K | 0.09% | 125 |
|
2018
Q4 | – | Sell |
-8,025
| Closed | -$420K | – | 219 |
|
2018
Q3 | $420K | Buy |
8,025
+1,405
| +21% | +$73.5K | 0.09% | 117 |
|
2018
Q2 | $405K | Buy |
6,620
+1,310
| +25% | +$80.1K | 0.09% | 119 |
|
2018
Q1 | $294K | Hold |
5,310
| – | – | 0.07% | 141 |
|
2017
Q4 | $263K | Buy |
5,310
+50
| +1% | +$2.48K | 0.06% | 162 |
|
2017
Q3 | $229K | Buy |
+5,260
| New | +$229K | 0.06% | 173 |
|