Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $229K | Buy |
6,021
+26
| +0.4% | +$989 | 0.1% | 271 |
|
|
2017
Q1 | $209K | Sell |
5,995
-1,045
| -15% | -$36.4K | 0.07% | 323 |
|
|
2016
Q4 | $244K | Sell |
7,040
-10,365
| -60% | -$359K | 0.08% | 291 |
|
|
2016
Q3 | $507K | Buy |
17,405
+145
| +0.8% | +$4.22K | 0.16% | 224 |
|
|
2016
Q2 | $405K | Sell |
17,260
-1,530
| -8% | -$35.9K | 0.13% | 244 |
|
|
2016
Q1 | $460K | Buy |
18,790
+3,120
| +20% | +$76.4K | 0.13% | 223 |
|
|
2015
Q4 | $464K | Sell |
15,670
-515
| -3% | -$15.3K | 0.14% | 207 |
|
|
2015
Q3 | $426K | Buy |
16,185
+500
| +3% | +$13.2K | 0.09% | 270 |
|
|
2015
Q2 | $470K | Buy |
15,685
+92
| +0.6% | +$2.76K | 0.09% | 261 |
|
|
2015
Q1 | $445K | Buy |
15,593
+1,483
| +11% | +$42.3K | 0.09% | 255 |
|
|
2014
Q4 | $342K | Sell |
14,110
-17,510
| -55% | -$424K | 0.07% | 295 |
|
|
2014
Q3 | $714K | Buy |
31,620
+2,885
| +10% | +$65.1K | 0.19% | 145 |
|
|
2014
Q2 | $611K | Sell |
28,735
-2,505
| -8% | -$53.3K | 0.17% | 182 |
|
|
2014
Q1 | $719K | Buy |
31,240
+390
| +1% | +$8.98K | 0.23% | 142 |
|
|
2013
Q4 | $606K | Sell |
30,850
-400
| -1% | -$7.86K | 0.21% | 159 |
|
|
2013
Q3 | $516K | Sell |
31,250
-580
| -2% | -$9.58K | 0.21% | 195 |
|
|
2013
Q2 | $403K | Buy |
+31,830
| New | +$403K | 0.18% | 240 |
|