Shelton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-115,681
| Closed | -$6.06M | – | 915 |
|
|
2018
Q3 | $6.06M | Buy |
115,681
+20,400
| +21% | +$1.07M | 0.35% | 63 |
|
|
2018
Q2 | $5.83M | Buy |
95,281
+14,200
| +18% | +$868K | 0.36% | 61 |
|
|
2018
Q1 | $4.49M | Buy |
+81,081
| New | +$4.49M | 0.29% | 75 |
|
|
2015
Q2 | – | Sell |
-15,081
| Closed | -$431K | – | 803 |
|
|
2015
Q1 | $431K | Buy |
15,081
+2,300
| +18% | +$65.7K | 0.05% | 435 |
|
|
2014
Q4 | $310K | Buy |
+12,781
| New | +$310K | 0.04% | 560 |
|
|
2014
Q3 | – | Sell |
-12,981
| Closed | -$276K | – | 796 |
|
|
2014
Q2 | $276K | Buy |
12,981
+1,900
| +17% | +$40.4K | 0.04% | 605 |
|
|
2014
Q1 | $255K | Sell |
11,081
-2,500
| -18% | -$57.5K | 0.04% | 608 |
|
|
2013
Q4 | $267K | Buy |
+13,581
| New | +$267K | 0.04% | 569 |
|