MGIA
ETFC
Moneta Group Investment Advisors’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,665
| Closed | -$713K | – | 396 |
|
|
2018
Q2 | $713K | Buy |
11,665
+4,232
| +57% | +$259K | 0.08% | 139 |
|
|
2018
Q1 | $412K | Buy |
7,433
+2,878
| +63% | +$160K | 0.05% | 131 |
|
|
2017
Q4 | $226K | Sell |
4,555
-310
| -6% | -$15.4K | 0.03% | 178 |
|
|
2017
Q3 | $212K | Sell |
4,865
-34,030
| -87% | -$1.48M | 0.03% | 189 |
|
|
2017
Q2 | $1.48M | Buy |
+38,895
| New | +$1.48M | 0.24% | 67 |
|
|
2016
Q3 | – | Sell |
-25,375
| Closed | -$596K | – | 163 |
|
|
2016
Q2 | $596K | Buy |
25,375
+3,617
| +17% | +$85K | 0.13% | 101 |
|
|
2016
Q1 | $533K | Buy |
+21,758
| New | +$533K | 0.12% | 103 |
|
|
2015
Q4 | – | Sell |
-7,345
| Closed | -$193K | – | 468 |
|
|
2015
Q3 | $193K | Buy |
+7,345
| New | +$193K | 0.05% | 131 |
|