Rockefeller Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-366
| Closed | -$18K | – | 3101 |
|
2020
Q3 | $18K | Sell |
366
-453
| -55% | -$22.3K | ﹤0.01% | 1839 |
|
2020
Q2 | $41K | Sell |
819
-213
| -21% | -$10.7K | ﹤0.01% | 1462 |
|
2020
Q1 | $35K | Buy |
1,032
+159
| +18% | +$5.39K | ﹤0.01% | 1346 |
|
2019
Q4 | $40K | Hold |
873
| – | – | ﹤0.01% | 1207 |
|
2019
Q3 | $38K | Buy |
873
+143
| +20% | +$6.23K | ﹤0.01% | 1056 |
|
2019
Q2 | $32K | Sell |
730
-272
| -27% | -$11.9K | ﹤0.01% | 910 |
|
2019
Q1 | $47K | Buy |
1,002
+296
| +42% | +$13.9K | ﹤0.01% | 940 |
|
2018
Q4 | $31K | Hold |
706
| – | – | ﹤0.01% | 572 |
|
2018
Q3 | $37K | Hold |
706
| – | – | ﹤0.01% | 463 |
|
2018
Q2 | $43K | Hold |
706
| – | – | ﹤0.01% | 467 |
|
2018
Q1 | $39K | Buy |
+706
| New | +$39K | ﹤0.01% | 427 |
|