United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,629
| Closed | -$891K | – | 1390 |
|
|
2019
Q4 | $891K | Sell |
19,629
-2,198
| -10% | -$99.8K | 0.01% | 808 |
|
|
2019
Q3 | $954K | Sell |
21,827
-5,672
| -21% | -$248K | 0.01% | 761 |
|
|
2019
Q2 | $1.23M | Buy |
27,499
+3,168
| +13% | +$141K | 0.01% | 744 |
|
|
2019
Q1 | $1.13M | Buy |
24,331
+17,810
| +273% | +$827K | 0.01% | 738 |
|
|
2018
Q4 | $286K | Sell |
6,521
-70
| -1% | -$3.07K | ﹤0.01% | 1078 |
|
|
2018
Q3 | $345K | Sell |
6,591
-260
| -4% | -$13.6K | ﹤0.01% | 1062 |
|
|
2018
Q2 | $422K | Sell |
6,851
-75
| -1% | -$4.62K | ﹤0.01% | 976 |
|
|
2018
Q1 | $384K | Buy |
6,926
+911
| +15% | +$50.5K | ﹤0.01% | 1019 |
|
|
2017
Q4 | $298K | Sell |
6,015
-478
| -7% | -$23.7K | ﹤0.01% | 1116 |
|
|
2017
Q3 | $283K | Buy |
6,493
+165
| +3% | +$7.19K | ﹤0.01% | 1132 |
|
|
2017
Q2 | $241K | Sell |
6,328
-4,701
| -43% | -$179K | ﹤0.01% | 1149 |
|
|
2017
Q1 | $385K | Buy |
11,029
+1,355
| +14% | +$47.3K | ﹤0.01% | 974 |
|
|
2016
Q4 | $335K | Buy |
+9,674
| New | +$335K | ﹤0.01% | 1017 |
|