Steel Grove Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,604
| Closed | -$729K | – | 305 |
|
|
2018
Q4 | $729K | Hold |
16,604
| – | – | 0.1% | 162 |
|
|
2018
Q3 | $870K | Buy |
16,604
+7,896
| +91% | +$414K | 0.12% | 146 |
|
|
2018
Q2 | $533K | Hold |
8,708
| – | – | 0.09% | 184 |
|
|
2018
Q1 | $483K | Sell |
8,708
-1,261
| -13% | -$69.9K | 0.08% | 214 |
|
|
2017
Q4 | $494K | Hold |
9,969
| – | – | 0.07% | 200 |
|
|
2017
Q3 | $435K | Hold |
9,969
| – | – | 0.08% | 180 |
|
|
2017
Q2 | $379K | Hold |
9,969
| – | – | 0.07% | 210 |
|
|
2017
Q1 | $348K | Sell |
9,969
-2,183
| -18% | -$76.2K | 0.06% | 217 |
|
|
2016
Q4 | $421K | Buy |
+12,152
| New | +$421K | 0.08% | 170 |
|