SSWM
ETFC

Sheets Smith Wealth Management’s E*Trade Financial Corporation ETFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-9,942
Closed -$608K 356
2018
Q2
$608K Buy
9,942
+39
+0.4% +$2.39K 0.14% 168
2018
Q1
$549K Sell
9,903
-152
-2% -$8.43K 0.13% 176
2017
Q4
$498K Buy
+10,055
New +$498K 0.12% 194