Laird Norton Wetherby Wealth Management’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 |
-4,717
| Closed | -$236K | – | 901 |
|
|
2020
Q3 | $236K | Sell |
4,717
-4
| -0.1% | -$200 | 0.02% | 599 |
|
|
2020
Q2 | $235K | Buy |
+4,721
| New | +$235K | 0.02% | 596 |
|
|
2019
Q4 | – | Sell |
-4,874
| Closed | -$213K | – | 728 |
|
|
2019
Q3 | $213K | Buy |
4,874
+268
| +6% | +$11.7K | 0.02% | 641 |
|
|
2019
Q2 | $205K | Buy |
4,606
+25
| +0.5% | +$1.11K | 0.02% | 639 |
|
|
2019
Q1 | $213K | Sell |
4,581
-77
| -2% | -$3.58K | 0.03% | 602 |
|
|
2018
Q4 | $204K | Buy |
4,658
+8
| +0.2% | +$350 | 0.03% | 583 |
|
|
2018
Q3 | $244K | Sell |
4,650
-32
| -0.7% | -$1.68K | 0.03% | 562 |
|
|
2018
Q2 | $286K | Buy |
4,682
+144
| +3% | +$8.8K | 0.04% | 489 |
|
|
2018
Q1 | $251K | Hold |
4,538
| – | – | 0.03% | 529 |
|
|
2017
Q4 | $225K | Buy |
+4,538
| New | +$225K | 0.03% | 561 |
|