Whittier Trust’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
Q4 | – | Sell |
-265
| Closed | -$13K | – | 1519 |
|
|
2020
Q3 | $13K | Hold |
265
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q2 | $13K | Hold |
265
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q1 | $9K | Buy |
265
+109
| +70% | +$3.7K | ﹤0.01% | 1128 |
|
|
2019
Q4 | $7K | Buy |
156
+50
| +47% | +$2.24K | ﹤0.01% | 1197 |
|
|
2019
Q3 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 1266 |
|