Wealthfront’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $770K | Sell |
14,704
-16,053
| -52% | -$841K | 0.01% | 314 |
|
|
2018
Q2 | $1.88M | Buy |
30,757
+6,528
| +27% | +$399K | 0.02% | 133 |
|
|
2018
Q1 | $1.34M | Buy |
24,229
+11,197
| +86% | +$621K | 0.01% | 193 |
|
|
2017
Q4 | $646K | Buy |
13,032
+1,385
| +12% | +$68.7K | 0.01% | 303 |
|
|
2017
Q3 | $508K | Buy |
11,647
+3,598
| +45% | +$157K | 0.01% | 325 |
|
|
2017
Q2 | $306K | Buy |
8,049
+995
| +14% | +$37.8K | ﹤0.01% | 379 |
|
|
2017
Q1 | $246K | Buy |
7,054
+439
| +7% | +$15.3K | ﹤0.01% | 378 |
|
|
2016
Q4 | $229K | Buy |
+6,615
| New | +$229K | 0.01% | 352 |
|
|
2016
Q1 | – | Sell |
-7,678
| Closed | -$228K | – | 364 |
|
|
2015
Q4 | $228K | Buy |
7,678
+1,236
| +19% | +$36.7K | 0.01% | 270 |
|
|
2015
Q3 | $170K | Buy |
6,442
+609
| +10% | +$16.1K | 0.01% | 305 |
|
|
2015
Q2 | $175K | Buy |
5,833
+395
| +7% | +$11.9K | 0.01% | 290 |
|
|
2015
Q1 | $155K | Buy |
5,438
+3,521
| +184% | +$100K | 0.01% | 298 |
|
|
2014
Q4 | $46K | Sell |
1,917
-1,001
| -34% | -$24K | ﹤0.01% | 492 |
|
|
2014
Q3 | $66K | Buy |
2,918
+766
| +36% | +$17.3K | ﹤0.01% | 357 |
|
|
2014
Q2 | $49K | Buy |
2,152
+630
| +41% | +$14.3K | ﹤0.01% | 373 |
|
|
2014
Q1 | $36K | Buy |
+1,522
| New | +$36K | ﹤0.01% | 337 |
|