NCM
ETFC
Neumann Capital Management’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-28,500
| Closed | -$670K | – | 73 |
|
|
2016
Q2 | $670K | Sell |
28,500
-1,000
| -3% | -$23.5K | 0.44% | 52 |
|
|
2016
Q1 | $723K | Hold |
29,500
| – | – | 0.48% | 51 |
|
|
2015
Q4 | $874K | Sell |
29,500
-5,000
| -14% | -$148K | 0.61% | 51 |
|
|
2015
Q3 | $908K | Hold |
34,500
| – | – | 0.64% | 46 |
|
|
2015
Q2 | $1.03M | Sell |
34,500
-112
| -0.3% | -$3.35K | 0.66% | 48 |
|
|
2015
Q1 | $988K | Hold |
34,612
| – | – | 0.63% | 49 |
|
|
2014
Q4 | $840K | Buy |
+34,612
| New | +$840K | 0.55% | 53 |
|