Nisa Investment Advisors’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-16,200
| Closed | -$811K | – | 2411 |
|
|
2020
Q3 | $811K | Hold |
16,200
| – | – | 0.01% | 882 |
|
|
2020
Q2 | $806K | Sell |
16,200
-365
| -2% | -$18.2K | 0.01% | 859 |
|
|
2020
Q1 | $569K | Buy |
16,565
+14,620
| +752% | +$502K | 0.01% | 883 |
|
|
2019
Q4 | $88K | Hold |
1,945
| – | – | ﹤0.01% | 1458 |
|
|
2019
Q3 | $85K | Hold |
1,945
| – | – | ﹤0.01% | 1482 |
|
|
2019
Q2 | $87K | Hold |
1,945
| – | – | ﹤0.01% | 1440 |
|
|
2019
Q1 | $90K | Sell |
1,945
-900
| -32% | -$41.6K | ﹤0.01% | 1451 |
|
|
2018
Q4 | $125K | Buy |
2,845
+900
| +46% | +$39.5K | ﹤0.01% | 1334 |
|
|
2018
Q3 | $102K | Hold |
1,945
| – | – | ﹤0.01% | 1394 |
|
|
2018
Q2 | $119K | Hold |
1,945
| – | – | ﹤0.01% | 1346 |
|
|
2018
Q1 | $106K | Hold |
1,945
| – | – | ﹤0.01% | 1343 |
|
|
2017
Q4 | $96K | Hold |
1,945
| – | – | ﹤0.01% | 1386 |
|
|
2017
Q3 | $85K | Sell |
1,945
-500
| -20% | -$21.9K | ﹤0.01% | 1394 |
|
|
2017
Q2 | $93K | Hold |
2,445
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q1 | $85K | Sell |
2,445
-5
| -0.2% | -$174 | ﹤0.01% | 1382 |
|
|
2016
Q4 | $85K | Hold |
2,450
| – | – | ﹤0.01% | 1365 |
|
|
2016
Q3 | $71K | Buy |
2,450
+100
| +4% | +$2.9K | ﹤0.01% | 1369 |
|
|
2016
Q2 | $55K | Buy |
2,350
+740
| +46% | +$17.3K | ﹤0.01% | 1391 |
|
|
2016
Q1 | $39K | Sell |
1,610
-5,700
| -78% | -$138K | ﹤0.01% | 1427 |
|
|
2015
Q4 | $217K | Buy |
+7,310
| New | +$217K | ﹤0.01% | 1171 |
|