Sun Life Financial’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 |
-131
| Closed | -$7K | – | 517 |
|
|
2020
Q3 | $7K | Sell |
131
-4
| -3% | -$214 | ﹤0.01% | 419 |
|
|
2020
Q2 | $7K | Buy |
135
+3
| +2% | +$156 | ﹤0.01% | 368 |
|
|
2020
Q1 | $5K | Sell |
132
-2
| -1% | -$76 | ﹤0.01% | 387 |
|
|
2019
Q4 | $6K | Sell |
134
-64
| -32% | -$2.87K | ﹤0.01% | 415 |
|
|
2019
Q3 | $9K | Sell |
198
-1
| -0.5% | -$45 | ﹤0.01% | 537 |
|
|
2019
Q2 | $9K | Sell |
199
-220
| -53% | -$9.95K | ﹤0.01% | 536 |
|
|
2019
Q1 | $19K | Sell |
419
-299
| -42% | -$13.6K | ﹤0.01% | 524 |
|
|
2018
Q4 | $32K | Sell |
718
-3
| -0.4% | -$134 | 0.01% | 480 |
|
|
2018
Q3 | $38K | Buy |
721
+6
| +0.8% | +$316 | 0.01% | 504 |
|
|
2018
Q2 | $44K | Buy |
715
+648
| +967% | +$39.9K | 0.01% | 452 |
|
|
2018
Q1 | $1.22K | Sell |
67
-528
| -89% | -$9.58K | 0.01% | 293 |
|
|
2017
Q4 | $29K | Sell |
595
-1,421
| -70% | -$69.3K | ﹤0.01% | 371 |
|
|
2017
Q3 | $88K | Buy |
2,016
+4
| +0.2% | +$175 | 0.01% | 368 |
|
|
2017
Q2 | $77K | Buy |
2,012
+2,007
| +40,140% | +$76.8K | 0.01% | 390 |
|
|
2017
Q1 | $148 | Hold |
5
| – | – | ﹤0.01% | 327 |
|
|
2016
Q4 | $147 | Buy |
+5
| New | +$147 | ﹤0.01% | 283 |
|