Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,141
| Closed | -$53K | – | 2441 |
|
|
2019
Q1 | $53K | Buy |
1,141
+226
| +25% | +$10.5K | ﹤0.01% | 879 |
|
|
2018
Q4 | $40K | Buy |
915
+222
| +32% | +$9.71K | ﹤0.01% | 957 |
|
|
2018
Q3 | $36K | Sell |
693
-26
| -4% | -$1.35K | ﹤0.01% | 1081 |
|
|
2018
Q2 | $44K | Sell |
719
-23
| -3% | -$1.41K | ﹤0.01% | 1025 |
|
|
2018
Q1 | $41K | Buy |
742
+14
| +2% | +$774 | ﹤0.01% | 1068 |
|
|
2017
Q4 | $36K | Buy |
728
+141
| +24% | +$6.97K | ﹤0.01% | 1138 |
|
|
2017
Q3 | $26K | Buy |
587
+144
| +33% | +$6.38K | ﹤0.01% | 1211 |
|
|
2017
Q2 | $17K | Buy |
443
+65
| +17% | +$2.49K | ﹤0.01% | 1334 |
|
|
2017
Q1 | $13K | Buy |
378
+92
| +32% | +$3.16K | ﹤0.01% | 1255 |
|
|
2016
Q4 | $10K | Hold |
286
| – | – | ﹤0.01% | 1243 |
|
|
2016
Q3 | $8K | Buy |
286
+89
| +45% | +$2.49K | ﹤0.01% | 1307 |
|
|
2016
Q2 | $5K | Buy |
197
+10
| +5% | +$254 | ﹤0.01% | 1358 |
|
|
2016
Q1 | $5K | Sell |
187
-2,255
| -92% | -$60.3K | ﹤0.01% | 1359 |
|
|
2015
Q4 | $72K | Buy |
+2,442
| New | +$72K | 0.01% | 616 |
|