KWA
ETFC
KCS Wealth Advisory’s E*Trade Financial Corporation ETFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-6,921
| Closed | -$346K | – | 155 |
|
2020
Q3 | $346K | Sell |
6,921
-163
| -2% | -$8.15K | 0.28% | 107 |
|
2020
Q2 | $352K | Buy |
7,084
+283
| +4% | +$14.1K | 0.29% | 106 |
|
2020
Q1 | $233K | Buy |
+6,801
| New | +$233K | 0.24% | 118 |
|
2019
Q4 | – | Sell |
-11
| Closed | -$481 | – | 444 |
|
2019
Q3 | $481 | Buy |
+11
| New | +$481 | ﹤0.01% | 447 |
|