Joe Courtney
CT-2 Democrat
Disclosed: 2020-11-17
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 (%)
Franklin Resources, Inc
BEN Financial
BUY 2020-10-16 1K–15K 1 32.2
Apple Inc
AAPL Technology
SELL 2020-10-16 1K–15K 1 -11.73
Federated Hermes MDT Large Cap Growth ETF
FLCG Financial
SELL 2020-10-16 1K–15K 1 —
Franklin Investment Grade Corporate ETF
FLCO Financial
BUY 2020-10-16 1K–15K 1 -0.79
Franklin International Core Dividend Tilt Index ETF
DIVI Financial
BUY 2020-10-16 1K–15K 2 8.03
Franklin U.S. Large Cap Multifactor Index ETF
FLQL Financial
BUY 2020-10-16 1K–15K 2 5.77
Franklin U.S. Core Bond ETF
FLCB Financial
BUY 2020-10-16 1K–15K 2 -0.55
US Treasury Bond
USTBOND U.S. Treasuries
BUY 2020-10-16 1K–15K 2 —
Goldman Sachs Physical Gold ETF
AAAU Financial
BUY 2020-10-16 1K–15K 2 -4.7
Franklin International Core Dividend Tilt Index ETF
DIVI Financial
BUY 2020-10-16 1K–15K 2 8.03
JPMorgan Mortgage-Backed Securities ETF
JMTG Financial
BUY 2020-10-16 1K–15K 2 —
Vanguard S&P 500 ETF
VOO Financial
BUY 2020-10-16 15K–50K 3 9.31
AT&T, Inc
T Communication Services
SELL 2020-10-16 1K–15K 3 -1.58
Vanguard FTSE Developed Markets ETF
VEA Financial
BUY 2020-10-16 1K–15K 3 12.28
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM Financial
SELL 2020-10-16 1K–15K 3 -10.29
Vanguard FTSE Emerging Markets ETF
VWO Financial
BUY 2020-10-16 1K–15K 3 19.08
Franklin Resources, Inc
BEN Financial BUY
Volume
1K–15K
Page
1
Transaction Date
2020-10-16
90d Return
32.2%
Apple Inc
AAPL Technology SELL
Volume
1K–15K
Page
1
Transaction Date
2020-10-16
90d Return
-11.73%
Federated Hermes MDT Large Cap Growth ETF
FLCG Financial SELL
Volume
1K–15K
Page
1
Transaction Date
2020-10-16
90d Return
—
Franklin Investment Grade Corporate ETF
FLCO Financial BUY
Volume
1K–15K
Page
1
Transaction Date
2020-10-16
90d Return
-0.79%
Franklin International Core Dividend Tilt Index ETF
DIVI Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2020-10-16
90d Return
8.03%
Franklin U.S. Large Cap Multifactor Index ETF
FLQL Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2020-10-16
90d Return
5.77%
Franklin U.S. Core Bond ETF
FLCB Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2020-10-16
90d Return
-0.55%
US Treasury Bond
USTBOND U.S. Treasuries BUY
Volume
1K–15K
Page
2
Transaction Date
2020-10-16
90d Return
—
Goldman Sachs Physical Gold ETF
AAAU Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2020-10-16
90d Return
-4.7%
Franklin International Core Dividend Tilt Index ETF
DIVI Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2020-10-16
90d Return
8.03%
JPMorgan Mortgage-Backed Securities ETF
JMTG Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2020-10-16
90d Return
—
Vanguard S&P 500 ETF
VOO Financial BUY
Volume
15K–50K
Page
3
Transaction Date
2020-10-16
90d Return
9.31%
AT&T, Inc
T Communication Services SELL
Volume
1K–15K
Page
3
Transaction Date
2020-10-16
90d Return
-1.58%
Vanguard FTSE Developed Markets ETF
VEA Financial BUY
Volume
1K–15K
Page
3
Transaction Date
2020-10-16
90d Return
12.28%
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM Financial SELL
Volume
1K–15K
Page
3
Transaction Date
2020-10-16
90d Return
-10.29%
Vanguard FTSE Emerging Markets ETF
VWO Financial BUY
Volume
1K–15K
Page
3
Transaction Date
2020-10-16
90d Return
19.08%