OAM
ETFC

Optimal 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
Q3
Sell
-5,825
Closed -$290K 429
2020
Q2
$290K Sell
5,825
-20,394
-78% -$1.02M 0.05% 386
2020
Q1
$900 Buy
26,219
+13,499
+106% +$463 0.08% 298
2019
Q4
$577K Buy
+12,720
New +$577K 0.09% 306