IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,635
| Closed | -$130K | – | 3199 |
|
|
2020
Q3 | $132K | Buy |
2,635
+1,074
| +69% | +$56K | 0.01% | 866 |
|
|
2020
Q2 | $76K | Buy |
1,561
+524
| +51% | +$22.6K | 0.01% | 1034 |
|
|
2020
Q1 | $37K | Buy |
1,037
+1,028
| +11,422% | +$43.4K | ﹤0.01% | 1255 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | +$384 | ﹤0.01% | 3246 |
|
|
2019
Q1 | – | Sell |
-965
| Closed | -$42K | – | 3758 |
|
|
2018
Q4 | $42K | Buy |
965
+465
| +93% | +$22.8K | ﹤0.01% | 1709 |
|
|
2018
Q3 | $26K | Sell |
500
-1,318
| -72% | -$77.3K | ﹤0.01% | 2328 |
|
|
2018
Q2 | $111K | Buy |
1,818
+1,724
| +1,834% | +$107K | ﹤0.01% | 1417 |
|
|
2018
Q1 | $5K | Hold |
94
| – | – | ﹤0.01% | 3211 |
|
|
2017
Q4 | $5K | Sell |
94
-174
| -65% | -$7.99K | ﹤0.01% | 3259 |
|
|
2017
Q3 | $12K | Sell |
268
-63
| -19% | -$2.56K | ﹤0.01% | 2943 |
|
|
2017
Q2 | $13K | Buy |
331
+45
| +16% | +$1.59K | ﹤0.01% | 2877 |
|
|
2017
Q1 | $10K | Sell |
286
-17
| -6% | -$610 | ﹤0.01% | 2947 |
|
|
2016
Q4 | $10K | Buy |
303
+84
| +38% | +$2.68K | ﹤0.01% | 2933 |
|
|
2016
Q3 | $6K | Hold |
219
| – | – | ﹤0.01% | 3174 |
|
|
2016
Q2 | $5K | Buy |
+219
| New | +$5.55K | ﹤0.01% | 3189 |
|
|
2016
Q1 | – | Sell |
-219
| Closed | -$6K | – | 3745 |
|
|
2015
Q4 | $6K | Buy |
+219
| New | +$6.29K | ﹤0.01% | 2902 |
|