Veritable’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 |
-6,290
| Closed | -$315K | – | 815 |
|
|
2020
Q3 | $315K | Sell |
6,290
-202
| -3% | -$10.1K | 0.01% | 561 |
|
|
2020
Q2 | $323K | Sell |
6,492
-260
| -4% | -$12.9K | 0.01% | 579 |
|
|
2020
Q1 | $232K | Buy |
6,752
+664
| +11% | +$22.8K | 0.01% | 635 |
|
|
2019
Q4 | $276K | Buy |
6,088
+207
| +4% | +$9.38K | 0.01% | 703 |
|
|
2019
Q3 | $257K | Sell |
5,881
-358
| -6% | -$15.6K | 0.01% | 690 |
|
|
2019
Q2 | $278K | Buy |
6,239
+167
| +3% | +$7.44K | 0.01% | 666 |
|
|
2019
Q1 | $282K | Buy |
6,072
+45
| +0.7% | +$2.09K | 0.01% | 664 |
|
|
2018
Q4 | $264K | Sell |
6,027
-74
| -1% | -$3.24K | 0.01% | 632 |
|
|
2018
Q3 | $320K | Hold |
6,101
| – | – | 0.01% | 621 |
|
|
2018
Q2 | $373K | Hold |
6,101
| – | – | 0.01% | 563 |
|
|
2018
Q1 | $338K | Buy |
6,101
+312
| +5% | +$17.3K | 0.01% | 594 |
|
|
2017
Q4 | $287K | Sell |
5,789
-58
| -1% | -$2.88K | 0.01% | 640 |
|
|
2017
Q3 | $255K | Hold |
5,847
| – | – | 0.01% | 654 |
|
|
2017
Q2 | $222K | Buy |
5,847
+50
| +0.9% | +$1.9K | 0.01% | 695 |
|
|
2017
Q1 | $202K | Hold |
5,797
| – | – | ﹤0.01% | 715 |
|
|
2016
Q4 | $201K | Buy |
+5,797
| New | +$201K | ﹤0.01% | 699 |
|