OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-260
| Closed | -$12K | – | 1227 |
|
|
2019
Q2 | $12K | Sell |
260
-5
| -2% | -$231 | ﹤0.01% | 908 |
|
|
2019
Q1 | $12K | Buy |
265
+5
| +2% | +$226 | ﹤0.01% | 852 |
|
|
2018
Q4 | $11K | Sell |
260
-210
| -45% | -$8.89K | ﹤0.01% | 841 |
|
|
2018
Q3 | $25K | Buy |
470
+15
| +3% | +$798 | 0.01% | 595 |
|
|
2018
Q2 | $28K | Sell |
455
-110
| -19% | -$6.77K | 0.01% | 697 |
|
|
2018
Q1 | $31K | Buy |
565
+520
| +1,156% | +$28.5K | 0.01% | 655 |
|
|
2017
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 1187 |
|
|
2017
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 991 |
|