IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5149 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4949 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4768 |
|
|
2020
Q4 | – | Sell |
-2,635
| Closed | -$132K | – | 4526 |
|
|
2020
Q3 | $132K | Buy |
2,635
+1,074
| +69% | +$53.8K | 0.01% | 865 |
|
|
2020
Q2 | $76K | Buy |
1,561
+524
| +51% | +$25.5K | 0.01% | 1033 |
|
|
2020
Q1 | $37K | Buy |
1,037
+1,028
| +11,422% | +$36.7K | ﹤0.01% | 1252 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 3900 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3847 |
|
|
2019
Q1 | – | Sell |
-965
| Closed | -$42K | – | 3721 |
|
|
2018
Q4 | $42K | Buy |
965
+465
| +93% | +$20.2K | ﹤0.01% | 1697 |
|
|
2018
Q3 | $26K | Sell |
500
-1,318
| -72% | -$68.5K | ﹤0.01% | 2304 |
|
|
2018
Q2 | $111K | Buy |
1,818
+1,724
| +1,834% | +$105K | ﹤0.01% | 1406 |
|
|
2018
Q1 | $5K | Hold |
94
| – | – | ﹤0.01% | 3211 |
|
|
2017
Q4 | $5K | Sell |
94
-174
| -65% | -$9.26K | ﹤0.01% | 3209 |
|
|
2017
Q3 | $12K | Sell |
268
-63
| -19% | -$2.82K | ﹤0.01% | 2905 |
|
|
2017
Q2 | $13K | Buy |
331
+45
| +16% | +$1.77K | ﹤0.01% | 2847 |
|
|
2017
Q1 | $10K | Sell |
286
-17
| -6% | -$594 | ﹤0.01% | 2914 |
|
|
2016
Q4 | $10K | Buy |
303
+84
| +38% | +$2.77K | ﹤0.01% | 2910 |
|
|
2016
Q3 | $6K | Hold |
219
| – | – | ﹤0.01% | 3157 |
|
|
2016
Q2 | $5K | Buy |
+219
| New | +$5K | ﹤0.01% | 3177 |
|
|
2016
Q1 | – | Sell |
-219
| Closed | -$6K | – | 3750 |
|
|
2015
Q4 | $6K | Buy |
+219
| New | +$6K | ﹤0.01% | 2887 |
|