Valeo 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
Q4 | – | Sell |
-1,051
| Closed | -$53K | – | 1886 |
|
|
2020
Q3 | $53K | Sell |
1,051
-257
| -20% | -$13K | ﹤0.01% | 635 |
|
|
2020
Q2 | $65K | Buy |
1,308
+1,155
| +755% | +$57.4K | 0.01% | 606 |
|
|
2020
Q1 | $6K | Buy |
153
+63
| +70% | +$2.47K | ﹤0.01% | 1225 |
|
|
2019
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 1352 |
|
|
2019
Q3 | $4K | Sell |
90
-1,000
| -92% | -$44.4K | ﹤0.01% | 1274 |
|
|
2019
Q2 | $49K | Hold |
1,090
| – | – | 0.01% | 609 |
|
|
2019
Q1 | $51K | Buy |
1,090
+1,000
| +1,111% | +$46.8K | 0.01% | 546 |
|
|
2018
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 1169 |
|
|
2018
Q3 | $4K | Sell |
90
-1,210
| -93% | -$53.8K | ﹤0.01% | 1299 |
|
|
2018
Q2 | $78K | Sell |
1,300
-2,816
| -68% | -$169K | 0.01% | 449 |
|
|
2018
Q1 | $228K | Buy |
4,116
+91
| +2% | +$5.04K | 0.04% | 240 |
|
|
2017
Q4 | $200K | Buy |
4,025
+900
| +29% | +$44.7K | 0.03% | 242 |
|
|
2017
Q3 | $136K | Buy |
+3,125
| New | +$136K | 0.03% | 246 |
|