J.P. Morgan Private Wealth Advisors’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,077
| Closed | -$528K | – | 1527 |
|
|
2019
Q3 | $528K | Buy |
12,077
+1,096
| +10% | +$47.9K | ﹤0.01% | 985 |
|
|
2019
Q2 | $490K | Buy |
10,981
+277
| +3% | +$12.4K | ﹤0.01% | 999 |
|
|
2019
Q1 | $497K | Sell |
10,704
-2,256
| -17% | -$105K | ﹤0.01% | 1040 |
|
|
2018
Q4 | $569K | Sell |
12,960
-571
| -4% | -$25.1K | ﹤0.01% | 921 |
|
|
2018
Q3 | $709K | Buy |
13,531
+51
| +0.4% | +$2.67K | ﹤0.01% | 945 |
|
|
2018
Q2 | $824K | Buy |
13,480
+2,895
| +27% | +$177K | ﹤0.01% | 835 |
|
|
2018
Q1 | $587K | Sell |
10,585
-359
| -3% | -$19.9K | ﹤0.01% | 816 |
|
|
2017
Q4 | $543K | Sell |
10,944
-1,928
| -15% | -$95.7K | ﹤0.01% | 840 |
|
|
2017
Q3 | $562K | Sell |
12,872
-380
| -3% | -$16.6K | ﹤0.01% | 801 |
|
|
2017
Q2 | $504K | Sell |
13,252
-46,012
| -78% | -$1.75M | ﹤0.01% | 836 |
|
|
2017
Q1 | $2.07M | Sell |
59,264
-10,040
| -14% | -$350K | 0.02% | 463 |
|
|
2016
Q4 | $2.4M | Sell |
69,304
-311
| -0.4% | -$10.8K | 0.02% | 411 |
|
|
2016
Q3 | $2.03M | Sell |
69,615
-454
| -0.6% | -$13.2K | 0.02% | 430 |
|
|
2016
Q2 | $1.65M | Buy |
70,069
+1,310
| +2% | +$30.8K | 0.02% | 488 |
|
|
2016
Q1 | $1.68M | Buy |
68,759
+10,358
| +18% | +$254K | 0.02% | 440 |
|
|
2015
Q4 | $1.73M | Buy |
58,401
+509
| +0.9% | +$15.1K | 0.02% | 400 |
|
|
2015
Q3 | $1.52M | Sell |
57,892
-3,763
| -6% | -$99.1K | 0.02% | 387 |
|
|
2015
Q2 | $1.85M | Sell |
61,655
-10,211
| -14% | -$306K | 0.02% | 383 |
|
|
2015
Q1 | $2.05M | Sell |
71,866
-2,150
| -3% | -$61.4K | 0.02% | 374 |
|
|
2014
Q4 | $1.8M | Sell |
74,016
-1,948
| -3% | -$47.2K | 0.02% | 401 |
|
|
2014
Q3 | $1.72M | Buy |
75,964
+6,634
| +10% | +$150K | 0.02% | 402 |
|
|
2014
Q2 | $1.47M | Buy |
69,330
+207
| +0.3% | +$4.4K | 0.02% | 342 |
|
|
2014
Q1 | $1.59M | Buy |
+69,123
| New | +$1.59M | 0.03% | 323 |
|