Joe Courtney
CT-2 Democrat
Disclosed: 2020-11-09
View PTR Filing
90d Post-Disclosure Performance
90d Post-Disclosure Performance
Highlighted trade is currently selected
Asset Transaction Type Transaction Date Volume Page PD Return 90d (%)
BlackRock Debt Strategies Fund, Inc
DSU Financial
SELL 2020-10-09 1K–15K 1 -10.73
Alibaba Group Holding Ltd ADR
BABA Consumer Cyclical
SELL 2020-10-09 15K–50K 1 9.62
Blackrock Inc
BLK Financial
BUY 2020-10-09 1K–15K 1 9.63
BlackRock Credit Allocation Income Trust
BTZ Financial
SELL 2020-10-09 1K–15K 1 -8.52
Global X SuperDividend U.S. ETF
DIV Financial
SELL 2020-10-09 1K–15K 2 -18.43
Goldman Sachs BDC Inc
GSBD Financial
SELL 2020-10-09 1K–15K 2 -14.31
Ford Motor Co
F Consumer Cyclical
SELL 2020-10-09 1K–15K 2 -40.98
Energy Transfer LP
ET Energy
SELL 2020-10-09 1K–15K 2 -28.93
iShares Core S&P 500 ETF
IVV Financial
BUY 2020-10-09 15K–50K 3 10.67
iShares Core MSCI EAFE ETF
IEFA Financial
BUY 2020-10-09 1K–15K 3 11.96
iShares International Select Dividend ETF
IDV Financial
SELL 2020-10-09 1K–15K 3 -15.34
iShares Core S&P Small-Cap ETF
IJR Financial
BUY 2020-10-09 1K–15K 3 32.96
US Treasury Bond
USTBOND U.S. Treasuries
BUY 2020-10-09 1K–15K 3
iShares Trust iShares ESG Aware MSCI USA ETF
ESGU Financial
BUY 2020-10-09 1K–15K 3 12.14
US Treasury Bond
USTBOND U.S. Treasuries
BUY 2020-10-09 1K–15K 3
iShares U.S. Medical Devices ETF
IHI Financial
BUY 2020-10-09 1K–15K 4 7.15
iShares MSCI USA Min Vol Factor ETF
USMV Financial
BUY 2020-10-09 1K–15K 4 3.34
iShares MSCI EAFE Growth ETF
EFG Financial
BUY 2020-10-09 1K–15K 4 9.12
SEI Investments Co
SEIC Financial
SELL 2020-10-09 15K–50K 4 -1.65
iShares MSCI USA Value Factor ETF
VLUE Financial
BUY 2020-10-09 1K–15K 4 19.54
Vanguard Dividend Appreciation FTF
VIG Financial
SELL 2020-10-09 1K–15K 5 -5.67
Vanguard Total Stock Market ETF
VTI Financial
SELL 2020-10-09 1K–15K 5 -13.99
SPDR Blackstone Senior Loan ETF
SRLN Financial
SELL 2020-10-09 1K–15K 5 -3.08
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE Financial
BUY 2020-10-09 1K–15K 5 18.93
WisdomTree International AI Enhanced Value Fund
AIVI Financial
SELL 2020-10-09 1K–15K 5 -11.97
Volume
1K–15K
Page
1
Transaction Date
2020-10-09
90d Return
-10.73%
Alibaba Group Holding Ltd ADR
BABA Consumer Cyclical SELL
Volume
15K–50K
Page
1
Transaction Date
2020-10-09
90d Return
9.62%
Blackrock Inc
BLK Financial BUY
Volume
1K–15K
Page
1
Transaction Date
2020-10-09
90d Return
9.63%
Volume
1K–15K
Page
1
Transaction Date
2020-10-09
90d Return
-8.52%
Volume
1K–15K
Page
2
Transaction Date
2020-10-09
90d Return
-18.43%
Goldman Sachs BDC Inc
GSBD Financial SELL
Volume
1K–15K
Page
2
Transaction Date
2020-10-09
90d Return
-14.31%
Ford Motor Co
F Consumer Cyclical SELL
Volume
1K–15K
Page
2
Transaction Date
2020-10-09
90d Return
-40.98%
Energy Transfer LP
ET Energy SELL
Volume
1K–15K
Page
2
Transaction Date
2020-10-09
90d Return
-28.93%
Volume
15K–50K
Page
3
Transaction Date
2020-10-09
90d Return
10.67%
iShares Core MSCI EAFE ETF
IEFA Financial BUY
Volume
1K–15K
Page
3
Transaction Date
2020-10-09
90d Return
11.96%
Volume
1K–15K
Page
3
Transaction Date
2020-10-09
90d Return
-15.34%
Volume
1K–15K
Page
3
Transaction Date
2020-10-09
90d Return
32.96%
US Treasury Bond
USTBOND U.S. Treasuries BUY
Volume
1K–15K
Page
3
Transaction Date
2020-10-09
90d Return
Volume
1K–15K
Page
3
Transaction Date
2020-10-09
90d Return
12.14%
US Treasury Bond
USTBOND U.S. Treasuries BUY
Volume
1K–15K
Page
3
Transaction Date
2020-10-09
90d Return
Volume
1K–15K
Page
4
Transaction Date
2020-10-09
90d Return
7.15%
Volume
1K–15K
Page
4
Transaction Date
2020-10-09
90d Return
3.34%
Volume
1K–15K
Page
4
Transaction Date
2020-10-09
90d Return
9.12%
SEI Investments Co
SEIC Financial SELL
Volume
15K–50K
Page
4
Transaction Date
2020-10-09
90d Return
-1.65%
Volume
1K–15K
Page
4
Transaction Date
2020-10-09
90d Return
19.54%
Volume
1K–15K
Page
5
Transaction Date
2020-10-09
90d Return
-5.67%
Volume
1K–15K
Page
5
Transaction Date
2020-10-09
90d Return
-13.99%
Volume
1K–15K
Page
5
Transaction Date
2020-10-09
90d Return
-3.08%
Volume
1K–15K
Page
5
Transaction Date
2020-10-09
90d Return
18.93%
Volume
1K–15K
Page
5
Transaction Date
2020-10-09
90d Return
-11.97%