Joe Courtney portfolio
Joe Courtney has represented CT's 2nd district in the House since 2007. Committee seats: Armed Services, Education and Workforce. Joe Courtney has disclosed 164 trades (91 purchases, 73 sales); the latest was on Apr 5, 2022. Over the past year the disclosed stock holdings returned +11.5%, against +11.8% for the S&P 500.
Est. value $324K across 19 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| IVViShares Core S&P 500 ETF | $71K | Oct 9, 2020Purchase | $15K–50K1 purchase | $348.01 | +117.23% | $763.44 | 1 |
| VOOVanguard S&P 500 ETF | $71K | Oct 16, 2020Purchase | $15K–50K1 purchase | $318.99 | +109.73% | $698.39 | 1 |
| VLUEiShares MSCI USA Value Factor ETF | $20K | Oct 9, 2020Purchase | $1K–15K1 purchase | $77.28 | +152.24% | $195.01 | 1 |
| FLQLFranklin LibertyQ U.S. Equi ty ETF | $17K | Oct 16, 2020Purchase | $1K–15K1 purchase | $35.97 | +106.72% | $76.91 | 1 |
| ESGUiShares ESg Aware MSCI USA ETF | $17K | Oct 9, 2020Purchase | $1K–15K1 purchase | $79.11 | +107.59% | $166.20 | 1 |
| IJRiShares Core S&P Small-Cap ETF | $15K | Oct 9, 2020Purchase | $1K–15K1 purchase | $76.08 | +84.80% | $140.65 | 1 |
| VEAVanguard FTSE Developed Markets ETF | $13K | Oct 16, 2020Purchase | $1K–15K1 purchase | $41.56 | +55.07% | $69.57 | 1 |
| USMViShares MSCI USA Min Vol Factor ETF | $13K | Oct 9, 2020Purchase | $1K–15K1 purchase | $65.72 | +58.54% | $103.16 | 1 |
| IEFAiShares Core MSCI EAFE ETF | $12K | Oct 9, 2020Purchase | $1K–15K1 purchase | $62.18 | +54.05% | $96.42 | 1 |
| EFGiShares MSCI EAFE growth ETF | $10K | Oct 9, 2020Purchase | $1K–15K1 purchase | $92.19 | +27.17% | $119.04 | 1 |
| VWOVanguard FTSE Emerging M arketsETF | $10K | Oct 16, 2020Purchase | $1K–15K1 purchase | $44.74 | +17.03% | $55.80 | 1 |
| XSOEWisdomTree Emerging Markets Ex-State Owned Enterprises Fund | $10K | Oct 9, 2020Purchase | $1K–15K1 purchase | $35.16 | +16.41% | $42.91 | 1 |
| IHIiShares U.S. Medical De vices ETF | $8K | Oct 9, 2020Purchase | $1K–15K1 purchase | $51.94 | +3.46% | $55.16 | 1 |
| AMTAmerican Tower Corporation | $7K | Dec 31, 2019Purchase | $1K–15K1 purchase | $229.82 | -30.55% | $188.40 | 1 |
| GOVTiShares U.S. Treasury bond ETF | $6K | Oct 16, 2020Purchase | $1K–15K1 purchase | $27.83 | -19.32% | $22.28 | 1 |
| FLCBFranklin Liberty U.S. Core bo ndETF | $6K | Oct 16, 2020Purchase | $1K–15K1 purchase | $26.26 | -20.46% | $20.79 | 1 |
| FLCOFranklin Liberty In vestment gradeCorporate ETF | $6K | Oct 16, 2020Purchase | $1K–15K1 purchase | $26.83 | -23.38% | $20.64 | 1 |
| IEFiShares 7-10 Year Treasury Bo ndETF | $6K | Oct 9, 2020Purchase | $1K–15K1 purchase | $121.01 | -24.10% | $91.47 | 1 |
| TLTHgIIX iShares 20+ Year Treasury Bo ndETF | $4K | Oct 9, 2020Purchase | $1K–15K1 purchase | $160.09 | -48.85% | $81.55 | 1 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.