Summit Wealth & Retirement Planning’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
Q3 | – | Sell |
-8,635
| Closed | -$429K | – | 117 |
|
|
2020
Q2 | $429K | Sell |
8,635
-1,250
| -13% | -$62.1K | 0.2% | 79 |
|
|
2020
Q1 | $339K | Sell |
9,885
-275
| -3% | -$9.43K | 0.18% | 88 |
|
|
2019
Q4 | $461K | Sell |
10,160
-320
| -3% | -$14.5K | 0.21% | 87 |
|
|
2019
Q3 | $458K | Sell |
10,480
-25
| -0.2% | -$1.09K | 0.28% | 77 |
|
|
2019
Q2 | $469K | Sell |
10,505
-1,300
| -11% | -$58K | 0.27% | 79 |
|
|
2019
Q1 | $548K | Hold |
11,805
| – | – | 0.33% | 73 |
|
|
2018
Q4 | $518K | Buy |
+11,805
| New | +$518K | 0.39% | 62 |
|