OAM
ETFC
Occidental Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-21,494
| Closed | -$1.08M | – | 170 |
|
|
2020
Q3 | $1.08M | Buy |
21,494
+196
| +0.9% | +$9.81K | 0.45% | 52 |
|
|
2020
Q2 | $1.06M | Buy |
21,298
+638
| +3% | +$31.7K | 0.47% | 52 |
|
|
2020
Q1 | $709K | Buy |
20,660
+1,238
| +6% | +$42.5K | 0.36% | 75 |
|
|
2019
Q4 | $881K | Buy |
19,422
+2,071
| +12% | +$93.9K | 0.36% | 76 |
|
|
2019
Q3 | $758K | Buy |
+17,351
| New | +$758K | 0.32% | 79 |
|