PVWM
ETFC
Point View Wealth 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 |
-4,993
| Closed | -$250K | – | 278 |
|
|
2020
Q3 | $250K | Hold |
4,993
| – | – | 0.12% | 210 |
|
|
2020
Q2 | $248K | Sell |
4,993
-1,379
| -22% | -$68.5K | 0.12% | 211 |
|
|
2020
Q1 | $219K | Buy |
+6,372
| New | +$219K | 0.12% | 209 |
|
|
2019
Q4 | – | Sell |
-6,572
| Closed | -$287K | – | 282 |
|
|
2019
Q3 | $287K | Hold |
6,572
| – | – | 0.13% | 205 |
|
|
2019
Q2 | $293K | Sell |
6,572
-2,988
| -31% | -$133K | 0.12% | 204 |
|
|
2019
Q1 | $444K | Buy |
9,560
+2,560
| +37% | +$119K | 0.2% | 152 |
|
|
2018
Q4 | $307K | Sell |
7,000
-158
| -2% | -$6.93K | 0.15% | 177 |
|
|
2018
Q3 | $375K | Hold |
7,158
| – | – | 0.17% | 168 |
|
|
2018
Q2 | $438K | Hold |
7,158
| – | – | 0.2% | 154 |
|
|
2018
Q1 | $397K | Buy |
7,158
+2,620
| +58% | +$145K | 0.19% | 158 |
|
|
2017
Q4 | $225K | Buy |
+4,538
| New | +$225K | 0.11% | 215 |
|