TWA
ETFC
TCI Wealth Advisors’s E*Trade Financial Corporation ETFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-237
| Closed | -$12K | – | 1721 |
|
2020
Q3 | $12K | Buy |
237
+5
| +2% | +$253 | ﹤0.01% | 538 |
|
2020
Q2 | $12K | Sell |
232
-27
| -10% | -$1.4K | 0.01% | 527 |
|
2020
Q1 | $9K | Sell |
259
-267
| -51% | -$9.28K | ﹤0.01% | 598 |
|
2019
Q4 | $24K | Buy |
526
+22
| +4% | +$1K | 0.01% | 515 |
|
2019
Q3 | $22K | Sell |
504
-6
| -1% | -$262 | 0.01% | 474 |
|
2019
Q2 | $23K | Sell |
510
-71
| -12% | -$3.2K | 0.01% | 445 |
|
2019
Q1 | $27K | Buy |
581
+55
| +10% | +$2.56K | 0.01% | 437 |
|
2018
Q4 | $23K | Sell |
526
-25
| -5% | -$1.09K | 0.01% | 445 |
|
2018
Q3 | $29K | Buy |
551
+4
| +0.7% | +$211 | 0.01% | 418 |
|
2018
Q2 | $33K | Buy |
547
+4
| +0.7% | +$241 | 0.01% | 399 |
|
2018
Q1 | $30K | Hold |
543
| – | – | 0.01% | 406 |
|
2017
Q4 | $27K | Hold |
543
| – | – | 0.01% | 443 |
|
2017
Q3 | $24K | Hold |
543
| – | – | 0.01% | 435 |
|
2017
Q2 | $21K | Hold |
543
| – | – | 0.01% | 460 |
|
2017
Q1 | $19K | Hold |
543
| – | – | 0.01% | 456 |
|
2016
Q4 | $19K | Hold |
543
| – | – | 0.01% | 504 |
|
2016
Q3 | $16K | Hold |
543
| – | – | 0.01% | 482 |
|
2016
Q2 | $13K | Hold |
543
| – | – | 0.01% | 515 |
|
2016
Q1 | $13K | Sell |
543
-495
| -48% | -$11.9K | 0.01% | 524 |
|
2015
Q4 | $31K | Buy |
1,038
+890
| +601% | +$26.6K | 0.02% | 372 |
|
2015
Q3 | $4K | Hold |
148
| – | – | ﹤0.01% | 694 |
|
2015
Q2 | $4K | Hold |
148
| – | – | ﹤0.01% | 706 |
|
2015
Q1 | $4K | Hold |
148
| – | – | ﹤0.01% | 636 |
|
2014
Q4 | $4K | Hold |
148
| – | – | ﹤0.01% | 626 |
|
2014
Q3 | $3K | Hold |
148
| – | – | ﹤0.01% | 698 |
|
2014
Q2 | $3K | Hold |
148
| – | – | ﹤0.01% | 718 |
|
2014
Q1 | $3K | Buy |
148
+66
| +80% | +$1.34K | ﹤0.01% | 679 |
|
2013
Q4 | $2K | Hold |
82
| – | – | ﹤0.01% | 738 |
|
2013
Q3 | $1K | Hold |
82
| – | – | ﹤0.01% | 746 |
|
2013
Q2 | $1K | Buy |
+82
| New | +$1K | ﹤0.01% | 675 |
|