Mackenzie Financial’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,382
| Closed | -$620K | – | 1121 |
|
|
2020
Q3 | $620K | Buy |
12,382
+1,084
| +10% | +$56.6K | ﹤0.01% | 751 |
|
|
2020
Q2 | $562K | Buy |
+11,298
| New | +$487K | ﹤0.01% | 776 |
|
|
2019
Q2 | – | Sell |
-49,400
| Closed | -$2.29M | – | 1307 |
|
|
2019
Q1 | $2.29M | Sell |
49,400
-170,474
| -78% | -$8.12M | 0.01% | 752 |
|
|
2018
Q4 | $9.65M | Buy |
+219,874
| New | +$10.8M | 0.03% | 369 |
|
|
2018
Q2 | – | Sell |
-3,920
| Closed | -$217K | – | 1074 |
|
|
2018
Q1 | $217K | Buy |
+3,920
| New | +$209K | ﹤0.01% | 891 |
|
|
2017
Q3 | – | Sell |
-56,938
| Closed | -$2.17M | – | 681 |
|
|
2017
Q2 | $2.17M | Buy |
56,938
+23,603
| +71% | +$835K | 0.01% | 383 |
|
|
2017
Q1 | $1.16M | Buy |
33,335
+88
| +0.3% | +$3.16K | 0.01% | 447 |
|
|
2016
Q4 | $1.15M | Buy |
+33,247
| New | +$1.06M | 0.01% | 431 |
|