WC
ETFC
Whitney & Co’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-130,864
| Closed | -$5.94M | – | 109 |
|
|
2019
Q4 | $5.94M | Sell |
130,864
-4,383
| -3% | -$199K | 1.18% | 33 |
|
|
2019
Q3 | $5.86M | Buy |
135,247
+4,818
| +4% | +$209K | 1.22% | 33 |
|
|
2019
Q2 | $5.82M | Buy |
130,429
+2,173
| +2% | +$96.9K | 1.31% | 28 |
|
|
2019
Q1 | $6.5M | Buy |
128,256
+15,984
| +14% | +$810K | 1.47% | 27 |
|
|
2018
Q4 | $5.34M | Sell |
112,272
-27,308
| -20% | -$1.3M | 1.36% | 27 |
|
|
2018
Q3 | $7.52M | Buy |
139,580
+52,288
| +60% | +$2.82M | 1.81% | 16 |
|
|
2018
Q2 | $5.34M | Buy |
87,292
+62,011
| +245% | +$3.79M | 1.43% | 27 |
|
|
2018
Q1 | $1.4M | Buy |
+25,281
| New | +$1.4M | 0.4% | 63 |
|