Reilly Financial Advisors’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-25
| Closed | -$1K | – | 948 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 826 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 883 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 870 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 871 |
|
|
2019
Q3 | $1K | Sell |
25
-115
| -82% | -$5.09K | ﹤0.01% | 887 |
|
|
2019
Q2 | $6K | Hold |
140
| – | – | ﹤0.01% | 763 |
|
|
2019
Q1 | $7K | Hold |
140
| – | – | ﹤0.01% | 755 |
|
|
2018
Q4 | $6K | Hold |
140
| – | – | ﹤0.01% | 739 |
|
|
2018
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 786 |
|
|
2018
Q2 | $9K | Hold |
140
| – | – | ﹤0.01% | 710 |
|
|
2018
Q1 | $8K | Hold |
140
| – | – | ﹤0.01% | 712 |
|
|
2017
Q4 | $7K | Hold |
140
| – | – | ﹤0.01% | 733 |
|
|
2017
Q3 | $6K | Hold |
140
| – | – | ﹤0.01% | 736 |
|
|
2017
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 786 |
|
|
2017
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 756 |
|
|
2016
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 686 |
|
|
2016
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 693 |
|
|
2016
Q2 | $3K | Hold |
140
| – | – | ﹤0.01% | 696 |
|
|
2016
Q1 | $3K | Buy |
140
+115
| +460% | +$2.78K | ﹤0.01% | 1043 |
|
|
2015
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1149 |
|
|
2015
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1232 |
|
|
2015
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1304 |
|
|
2015
Q1 | $1K | Buy |
+25
| New | +$637 | ﹤0.01% | 1250 |
|