PMFA
ETFC
Plante Moran Financial Advisors’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 |
-38
| Closed | -$2K | – | 1082 |
|
2020
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 797 |
|
2020
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 687 |
|
2020
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 718 |
|
2019
Q4 | $2K | Sell |
38
-241
| -86% | -$12.7K | ﹤0.01% | 709 |
|
2019
Q3 | $12K | Buy |
279
+242
| +654% | +$10.4K | ﹤0.01% | 567 |
|
2019
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 747 |
|
2019
Q1 | $2K | Sell |
37
-100
| -73% | -$5.41K | ﹤0.01% | 736 |
|
2018
Q4 | $6K | Buy |
137
+100
| +270% | +$4.38K | ﹤0.01% | 581 |
|
2018
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 718 |
|
2018
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 745 |
|
2018
Q1 | $2K | Sell |
37
-339
| -90% | -$18.3K | ﹤0.01% | 875 |
|
2017
Q4 | $19K | Buy |
376
+339
| +916% | +$17.1K | 0.01% | 511 |
|
2017
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 744 |
|
2017
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 813 |
|
2017
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 853 |
|
2016
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 946 |
|
2016
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 911 |
|
2016
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 880 |
|
2016
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 825 |
|
2015
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 929 |
|
2015
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 689 |
|
2015
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 707 |
|
2015
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 702 |
|
2014
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 793 |
|
2014
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 775 |
|
2014
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 809 |
|
2014
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 597 |
|
2013
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 671 |
|
2013
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 612 |
|
2013
Q2 | $0 | Buy |
+37
| New | – | ﹤0.01% | 597 |
|