WA
ETFC
WESPAC Advisors’s E*Trade Financial Corporation ETFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-8,607
| Closed | -$431K | – | 161 |
|
2020
Q3 | $431K | Buy |
+8,607
| New | +$431K | 0.53% | 66 |
|
2018
Q4 | – | Sell |
-12,368
| Closed | -$648K | – | 176 |
|
2018
Q3 | $648K | Buy |
12,368
+4,206
| +52% | +$220K | 0.38% | 84 |
|
2018
Q2 | $499K | Sell |
8,162
-4,552
| -36% | -$278K | 0.51% | 69 |
|
2018
Q1 | $704K | Buy |
+12,714
| New | +$704K | 0.43% | 79 |
|