LWCFA
ETFC
Loring Wolcott & Coolidge Fiduciary Advisors’s E*Trade Financial Corporation ETFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-600
| Closed | -$27K | – | 727 |
|
2019
Q4 | $27K | Buy |
600
+562
| +1,479% | +$25.3K | ﹤0.01% | 503 |
|
2019
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 656 |
|
2019
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 677 |
|
2019
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 662 |
|
2018
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 655 |
|
2018
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 620 |
|
2018
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 632 |
|
2018
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 682 |
|
2017
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 674 |
|
2017
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 683 |
|