Steward Partners Investment Advisory’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 |
-601
| Closed | -$30K | – | 3074 |
|
|
2020
Q3 | $30K | Hold |
601
| – | – | ﹤0.01% | 1731 |
|
|
2020
Q2 | $30K | Buy |
601
+75
| +14% | +$3.74K | ﹤0.01% | 1622 |
|
|
2020
Q1 | $18K | Sell |
526
-154
| -23% | -$5.27K | ﹤0.01% | 1658 |
|
|
2019
Q4 | $30K | Sell |
680
-380
| -36% | -$16.8K | ﹤0.01% | 1633 |
|
|
2019
Q3 | $46K | Sell |
1,060
-2,260
| -68% | -$98.1K | ﹤0.01% | 1394 |
|
|
2019
Q2 | $148K | Buy |
+3,320
| New | +$148K | 0.01% | 911 |
|
|
2018
Q4 | – | Sell |
-4,003
| Closed | -$210K | – | 2464 |
|
|
2018
Q3 | $210K | Buy |
4,003
+566
| +16% | +$29.7K | 0.01% | 705 |
|
|
2018
Q2 | $210K | Buy |
3,437
+492
| +17% | +$30.1K | 0.01% | 644 |
|
|
2018
Q1 | $163K | Buy |
2,945
+1,295
| +78% | +$71.7K | 0.01% | 655 |
|
|
2017
Q4 | $81K | Buy |
+1,650
| New | +$81K | 0.01% | 692 |
|
|
2017
Q2 | – | Sell |
-104
| Closed | -$3K | – | 1734 |
|
|
2017
Q1 | $3K | Hold |
104
| – | – | ﹤0.01% | 1272 |
|
|
2016
Q4 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 733 |
|