Weld Capital Management’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 |
-17,092
| Closed | -$775K | – | 814 |
|
2019
Q4 | $775K | Sell |
17,092
-52,441
| -75% | -$2.38M | 0.15% | 239 |
|
2019
Q3 | $3.04M | Buy |
69,533
+59,301
| +580% | +$2.59M | 0.56% | 12 |
|
2019
Q2 | $456K | Sell |
10,232
-20,909
| -67% | -$932K | 0.08% | 414 |
|
2019
Q1 | $1.45M | Buy |
31,141
+9,375
| +43% | +$435K | 0.26% | 110 |
|
2018
Q4 | $955K | Buy |
+21,766
| New | +$955K | 0.21% | 145 |
|