Wellington Shields 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
Q2 | – | Sell |
-9,500
| Closed | -$326K | – | 251 |
|
|
2020
Q1 | $326K | Hold |
9,500
| – | – | 0.06% | 175 |
|
|
2019
Q4 | $431K | Hold |
9,500
| – | – | 0.07% | 186 |
|
|
2019
Q3 | $415K | Hold |
9,500
| – | – | 0.07% | 195 |
|
|
2019
Q2 | $424K | Hold |
9,500
| – | – | 0.07% | 195 |
|
|
2019
Q1 | $441K | Hold |
9,500
| – | – | 0.08% | 193 |
|
|
2018
Q4 | $417K | Hold |
9,500
| – | – | 0.08% | 190 |
|
|
2018
Q3 | $498K | Hold |
9,500
| – | – | 0.08% | 204 |
|
|
2018
Q2 | $581K | Hold |
9,500
| – | – | 0.1% | 187 |
|
|
2018
Q1 | $526K | Hold |
9,500
| – | – | 0.08% | 212 |
|
|
2017
Q4 | $471K | Buy |
+9,500
| New | +$471K | 0.07% | 226 |
|