Howe & Rusling’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 |
-189
| Closed | -$9K | – | 1030 |
|
2020
Q3 | $9K | Hold |
189
| – | – | ﹤0.01% | 466 |
|
2020
Q2 | $9K | Sell |
189
-127
| -40% | -$6.05K | ﹤0.01% | 456 |
|
2020
Q1 | $11K | Sell |
316
-61
| -16% | -$2.12K | ﹤0.01% | 415 |
|
2019
Q4 | $17K | Sell |
377
-71
| -16% | -$3.2K | ﹤0.01% | 403 |
|
2019
Q3 | $20K | Buy |
448
+8
| +2% | +$357 | ﹤0.01% | 388 |
|
2019
Q2 | $20K | Sell |
440
-16
| -4% | -$727 | ﹤0.01% | 375 |
|
2019
Q1 | $21K | Sell |
456
-4
| -0.9% | -$184 | ﹤0.01% | 375 |
|
2018
Q4 | $20K | Sell |
460
-74
| -14% | -$3.22K | ﹤0.01% | 357 |
|
2018
Q3 | $28K | Buy |
534
+107
| +25% | +$5.61K | ﹤0.01% | 347 |
|
2018
Q2 | $26K | Sell |
427
-56
| -12% | -$3.41K | ﹤0.01% | 328 |
|
2018
Q1 | $27K | Sell |
483
-108
| -18% | -$6.04K | ﹤0.01% | 347 |
|
2017
Q4 | $29K | Buy |
591
+188
| +47% | +$9.23K | 0.01% | 350 |
|
2017
Q3 | $18K | Buy |
403
+206
| +105% | +$9.2K | ﹤0.01% | 394 |
|
2017
Q2 | $7K | Buy |
+197
| New | +$7K | ﹤0.01% | 568 |
|