Trade of the House

← All tracked politicians

Joe Courtney

Democrat · CT-2 · House

In-remit alpha 12m
-38.4%
1 buys in their jurisdiction
Everything else
-4.1%
their other buys
$-weighted 12m
-3.8%
all buys, by size
t-stat (12m)
-1.43
within the noise
Disclosure lag
101 days
trade → public filing
Est. volume
$260.1K
0 option trades

Trading profile

Disclosed transactions 164 across 5 filings
Buys / sells 91 / 73
Distinct securities73
Estimated volume$988.2K
Traded in family accounts 162 of 164
Active 31 Dec 2019 – 05 Apr 2022
Busiest single day 60 trades 07 Aug 2020

60 transactions on a single day is the signature of a managed account being rebalanced rather than 60 separate decisions — which is why the grades below skew low.

What they buy

Financials
8
Technology
7
Healthcare
4
Industrials
3
Real Estate
2
Telecom
2
Aerospace in remit
1
Defense in remit
1

Committees — what defines their remit

Armed Services Education and Workforce

Subcommittees

Tactical Air and Land ForcesSeapower and Projection ForcesHealth, Employment, Labor, and PensionsHigher Education and Workforce Development

Jurisdiction sectors: aerospacedefense  · access score 0.66

How their trades grade

How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.

A
0
B
0
C
3
D
21
E
93

Largest positions

TickerBuysEst. sizeAvg 12m vs SPY
VOO 1 $27.4K +0.1%
IVV 1 $27.4K +0.1%
C 2 $7.7K +0.2%
ZTS 1 $3.9K +1.3%
XSOE 1 $3.9K -27.5%
WMT 1 $3.9K -26.4%
VWO 1 $3.9K -20.4%
VLUE 1 $3.9K +4.2%
VEA 1 $3.9K -11.8%
V 1 $3.9K -11.3%
USMV 1 $3.9K -12.1%
UNP 1 $3.9K -11.5%

All disclosed trades

GradeSideTradedTicker AmountOwner12m vs SPYRemit
C SELL 05 Apr 2022 MFC
Manulife Financial Corporation (MF
$1,001 - $15,000 self
C SELL 03 Mar 2022 PBCT
People's United Financial, Inc. (P
$15,001 - $50,000 self
E SELL 16 Oct 2020 AAPL
Apple Inc. (AAPL)
$1,001 - $15,000 spouse
SELL 16 Oct 2020 None
Federated MDT Small Cap growth
$1,001 - $15,000 spouse
BUY 16 Oct 2020 None
Franklin growth Fund Advantage
$1,001 - $15,000 spouse
BUY 16 Oct 2020 None
Franklin International growth Advi
$1,001 - $15,000 spouse
D BUY 16 Oct 2020 FLCO
Franklin Liberty Investment grade
$1,001 - $15,000 spouse -32.3%
D BUY 16 Oct 2020 FLCB
Franklin Liberty U.S. Core bond ET
$1,001 - $15,000 spouse -32.8%
D BUY 16 Oct 2020 FLQL
Franklin LibertyQ U.S. Equity ETF
$1,001 - $15,000 spouse -6.2%
BUY 16 Oct 2020 None
Franklin Small Cap growth Fund
$1,001 - $15,000 spouse
BUY 16 Oct 2020 None
Franklin Small Cap Value Fund
$1,001 - $15,000 spouse
BUY 16 Oct 2020 None
goldman Sachs International Equity
$1,001 - $15,000 spouse
D BUY 16 Oct 2020 GOVT
iShares U.S. Treasury bond ETF (gO
$1,001 - $15,000 spouse -34.7%
BUY 16 Oct 2020 None
JP Morgan Mortgage backed Securiti
$1,001 - $15,000 spouse
SELL 16 Oct 2020 None
Loomis Sayles Senior Float Rate
$1,001 - $15,000 spouse
SELL 16 Oct 2020 None
Pimco FDS Income Institutional
$15,001 - $50,000 spouse
D SELL 16 Oct 2020 SPTM
SPDR Portfolio S&P 1500 Composite
$1,001 - $15,000 spouse
SELL 16 Oct 2020 None
T Rowe Price blue Chip growth
$1,001 - $15,000 spouse
BUY 16 Oct 2020 None
Templeton Developing Markets Trust
$1,001 - $15,000 spouse
D BUY 16 Oct 2020 VEA
Vanguard FTSE Developed Markets ET
$1,001 - $15,000 spouse -11.8%
D BUY 16 Oct 2020 VWO
Vanguard FTSE Emerging Markets ETF
$1,001 - $15,000 spouse -20.4%
D BUY 16 Oct 2020 VOO
Vanguard S&P 500 ETF (VOO)
$15,001 - $50,000 spouse +0.1%
SELL 16 Oct 2020 None
WCM Focused International growth
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 BABA
Alibaba group Holding Limited Amer
$15,001 - $50,000 spouse
BUY 09 Oct 2020 None
Blackrock Advantage Large Cap - MA
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 BTZ
BlackRock Credit Allocation Income
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 DSU
Blackrock Debt Strategies Fund, In
$1,001 - $15,000 spouse
BUY 09 Oct 2020 None
Blackrock Emerging Markets Fund -
$1,001 - $15,000 spouse
BUY 09 Oct 2020 None
Blackrock High Yield Municipal Fun
$1,001 - $15,000 spouse
BUY 09 Oct 2020 None
Blackrock National Municipal Fund
$1,001 - $15,000 spouse
BUY 09 Oct 2020 None
Blackrock Technologies Opportunity
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 EVV
Eaton Vance Limited Duration Incom
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 ET
Energy Transfer LP Common Units (E
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 F
Ford Motor Company (F)
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 DIV
global X Super Dividend ETF (DIV)
$1,001 - $15,000 spouse
SELL 09 Oct 2020 None
goldman Sachs Dynamic Muni Income
$1,001 - $15,000 spouse
BUY 09 Oct 2020 None
Hartford Core Equity Fund - HgIIX
$15,001 - $50,000 spouse
E BUY 09 Oct 2020 TLT
iShares 20+ Year Treasury Bond ETF
$1,001 - $15,000 spouse -32.0%
E BUY 09 Oct 2020 IEF
iShares 7-10 Year Treasury Bond ET
$1,001 - $15,000 spouse -32.7%
E BUY 09 Oct 2020 IEFA
iShares Core MSCI EAFE ETF (IEFA)
$1,001 - $15,000 spouse -9.2%
E BUY 09 Oct 2020 IVV
iShares Core S&P 500 ETF (IVV)
$15,001 - $50,000 spouse +0.1%
E BUY 09 Oct 2020 IJR
iShares Core S&P Small-Cap ETF (IJ
$1,001 - $15,000 spouse +19.8%
E BUY 09 Oct 2020 ESGU
iShares ESg Aware MSCI USA ETF (ES
$1,001 - $15,000 spouse +0.3%
E SELL 09 Oct 2020 IDV
iShares International Select Divid
$1,001 - $15,000 spouse
E BUY 09 Oct 2020 EFG
iShares MSCI EAFE growth ETF (EFg)
$1,001 - $15,000 spouse -12.1%
E BUY 09 Oct 2020 USMV
iShares MSCI USA Min Vol Factor ET
$1,001 - $15,000 spouse -12.1%
E BUY 09 Oct 2020 VLUE
iShares MSCI USA Value Factor ETF
$1,001 - $15,000 spouse +4.2%
E BUY 09 Oct 2020 IHI
iShares U.S. Medical Devices ETF (
$1,001 - $15,000 spouse -11.8%
E SELL 09 Oct 2020 NTDOY
Nintendo Co Ltd ADR (NTDOY)
$15,001 - $50,000 spouse
SELL 09 Oct 2020 None
Pimco Investments Income Inst'l
$15,001 - $50,000 spouse
BUY 09 Oct 2020 None
Pimco Municipal Bond Fund - PMUPX
$1,001 - $15,000 spouse
SELL 09 Oct 2020 None
Rivernorth Funds Doubleline Strate
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 SRLN
SPDR Blackstone gSO Senior Loan ET
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 VIG
Vanguard Div Appreciation ETF (VIg
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 VTI
Vanguard Total Stock Market ETF (V
$1,001 - $15,000 spouse
SELL 09 Oct 2020 None
WCM Focused Int'l growth
$1,001 - $15,000 spouse
E SELL 09 Oct 2020 PUTW
WisdomTree CBOE S&P 500 PutWrite S
$1,001 - $15,000 spouse
E BUY 09 Oct 2020 XSOE
WisdomTree Emerging Markets Ex-Sta
$1,001 - $15,000 spouse -27.5%
SELL 07 Aug 2020 None
Ab global bond
$1,001 - $15,000 spouse
SELL 07 Aug 2020 None
Ab High Income
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 ABT
Abbott laboratories (AbT)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 GOOGL
Alphabet Inc. - Class A (gOOgl)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 AMZN
Amazon.com, Inc. (AMZN)
$15,001 - $50,000 spouse
E SELL 07 Aug 2020 AMT
American Tower Corporation (AMT)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 ANTM
Anthem, Inc. (ANTM)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 AAPL
Apple Inc. (AAPl)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 BLL
ball Corporation (bll)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 BLK
blackRock, Inc. (blK)
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
brown Advantage Sustainable growth
$15,001 - $50,000 spouse
BUY 07 Aug 2020 None
brown Advantage Sustainable growth
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
Calvert Equity Fund
$15,001 - $50,000 spouse
BUY 07 Aug 2020 None
Calvert uS large Cap Value Respons
$15,001 - $50,000 spouse
E SELL 07 Aug 2020 COF
Capital One Financial Corporation
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 CVX
Chevron Corporation (CVX)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 CSCO
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 C
Citigroup, Inc. (C)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 STZ
Constellation brands, Inc. (STZ)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 COST
Costco Wholesale Corporation (COST
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
CRA Qualified Investment Fund
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
CRA Qualified Investment Fund
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 DHR
danaher Corporation (dHR)
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
delaware Corporate bond
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
delaware Corporate bond
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
delaware Small Cap Core
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
delaware Small Cap Core Fund
$1,001 - $15,000 spouse
SELL 07 Aug 2020 None
Fidelity Advisor Total bond
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 FISV
Fiserv, Inc. (FISV)
$1,001 - $15,000 spouse
SELL 07 Aug 2020 None
guggenheim Total Return
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 HLT
Hilton Worldwide Holdings Inc. (Hl
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 HD
Home depot, Inc. (Hd)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 HON
Honeywell International Inc. (HON)
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
ISH uSd High Yield Corporate bond
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
IShares MSCI EM ESg Optimized
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
IShares Trust MSCI EAFE ESg Optimi
$15,001 - $50,000 spouse
BUY 07 Aug 2020 None
IShares uS Treasury bond
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 JPM
JP Morgan Chase & Co. (JPM)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 KDP
Keurig dr Pepper Inc. (KdP)
$1,001 - $15,000 spouse
D SELL 07 Aug 2020 LMT
lockheed Martin Corporation (lMT)
$1,001 - $15,000 spouse yes
E SELL 07 Aug 2020 MCHP
Microchip Technology Incorporated
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 MSFT
Microsoft Corporation (MSFT)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 NEE
NextEra Energy, Inc. (NEE)
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
Nuveen ESg large Cap Value
$15,001 - $50,000 spouse
E SELL 07 Aug 2020 PEP
Pepsico, Inc. (PEP)
$1,001 - $15,000 spouse
SELL 07 Aug 2020 None
Pimco Income Fund
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 PLD
Prologis, Inc. (Pld)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 ROST
Ross Stores, Inc. (ROST)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 SHW
Sherwin-Williams Company (SHW)
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
SPdR bloomberg barclays 1-3 month
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 TMO
Thermo Fisher Scientific Inc (TMO)
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
TIAA-CREF Core Impact bond
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
TIAA-CREF Impact bond
$15,001 - $50,000 spouse
E SELL 07 Aug 2020 TFC
Truist Financial Corporation (TFC)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 UNP
union Pacific Corporation (uNP)
$1,001 - $15,000 spouse
BUY 07 Aug 2020 None
Vanguard Total International bond
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 V
Visa Inc. (V)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 WMT
Walmart Inc. (WMT)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 DIS
Walt disney Company (dIS)
$1,001 - $15,000 spouse
E SELL 07 Aug 2020 ZTS
Zoetis Inc. Class A (ZTS)
$1,001 - $15,000 spouse
D SELL 02 Jun 2020 CB
Chubb limited (Cb)
$1,001 - $15,000 spouse
D BUY 13 May 2020 CVX
Chevron Corporation (CVX)
$1,001 - $15,000 spouse -16.6%
D BUY 01 May 2020 BLL
ball Corporation (bll)
$1,001 - $15,000 spouse
D BUY 01 May 2020 FISV
Fiserv, Inc. (FISV)
$1,001 - $15,000 spouse -22.8%
D SELL 01 May 2020 TOT
Total S.A. (TOT)
$1,001 - $15,000 spouse
D BUY 27 Mar 2020 HLT
Hilton Worldwide Holdings Inc. (Hl
$1,001 - $15,000 spouse +33.6%
D SELL 25 Mar 2020 KDP
Keurig dr Pepper Inc. (KdP)
$1,001 - $15,000 spouse
D BUY 18 Mar 2020 PEP
Pepsico, Inc. (PEP)
$1,001 - $15,000 spouse -20.5%
D SELL 18 Mar 2020 SYY
Sysco Corporation (SYY)
$1,001 - $15,000 spouse
D SELL 10 Feb 2020 CB
Chubb limited (Cb)
$1,001 - $15,000 spouse
D BUY 10 Feb 2020 C
Citigroup, Inc. (C)
$1,001 - $15,000 spouse +0.2%
D SELL 10 Feb 2020 NEE
NextEra Energy, Inc. (NEE)
$1,001 - $15,000 spouse
E BUY 31 Dec 2019 ABT
Abbott laboratories (AbT)
$1,001 - $15,000 spouse -16.7%
E BUY 31 Dec 2019 GOOGL
Alphabet Inc. - Class A (gOOgl)
$1,001 - $15,000 spouse +41.6%
E BUY 31 Dec 2019 AMZN
Amazon.com, Inc. (AMZN)
$1,001 - $15,000 spouse -27.9%
E BUY 31 Dec 2019 AMT
American Tower Corporation (AMT)
$1,001 - $15,000 spouse -30.6%
E BUY 31 Dec 2019 ANTM
Anthem, Inc. (ANTM)
$1,001 - $15,000 spouse
E BUY 31 Dec 2019 AAPL
Apple Inc. (AAPl)
$1,001 - $15,000 spouse +17.7%
E BUY 31 Dec 2019 BLK
blackRock, Inc. (blK)
$1,001 - $15,000 spouse +17.4%
E BUY 31 Dec 2019 COF
Capital One Financial Corporation
$1,001 - $15,000 spouse +114.6%
E BUY 31 Dec 2019 CB
Chubb limited (Cb)
$1,001 - $15,000 spouse -5.4%
E BUY 31 Dec 2019 CSCO
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000 spouse -14.4%
E BUY 31 Dec 2019 C
Citigroup, Inc. (C)
$1,001 - $15,000 spouse +0.2%
E BUY 31 Dec 2019 STZ
Constellation brands, Inc. (STZ)
$1,001 - $15,000 spouse -11.9%
E BUY 31 Dec 2019 COST
Costco Wholesale Corporation (COST
$1,001 - $15,000 spouse -0.5%
E BUY 31 Dec 2019 DHR
danaher Corporation (dHR)
$1,001 - $15,000 spouse +11.5%
E BUY 31 Dec 2019 HD
Home depot, Inc. (Hd)
$1,001 - $15,000 spouse -10.8%
E BUY 31 Dec 2019 HON
Honeywell International Inc. (HON)
$1,001 - $15,000 spouse +17.5%
E BUY 31 Dec 2019 JPM
JP Morgan Chase & Co. (JPM)
$1,001 - $15,000 spouse +21.8%
E BUY 31 Dec 2019 KDP
Keurig dr Pepper Inc. (KdP)
$1,001 - $15,000 spouse -22.1%
C BUY 31 Dec 2019 LMT
lockheed Martin Corporation (lMT)
$1,001 - $15,000 spouse -38.4% yes
E BUY 31 Dec 2019 MCHP
Microchip Technology Incorporated
$1,001 - $15,000 spouse +5.8%
E BUY 31 Dec 2019 MSFT
Microsoft Corporation (MSFT)
$1,001 - $15,000 spouse +4.9%
E BUY 31 Dec 2019 NEE
NextEra Energy, Inc. (NEE)
$1,001 - $15,000 spouse -24.8%
E BUY 31 Dec 2019 PLD
Prologis, Inc. (Pld)
$1,001 - $15,000 spouse -13.5%
E BUY 31 Dec 2019 ROST
Ross Stores, Inc. (ROST)
$1,001 - $15,000 spouse +2.4%
E BUY 31 Dec 2019 SHW
Sherwin-Williams Company (SHW)
$1,001 - $15,000 spouse -1.0%
E BUY 31 Dec 2019 SYY
Sysco Corporation (SYY)
$1,001 - $15,000 spouse +5.1%
E BUY 31 Dec 2019 TMO
Thermo Fisher Scientific Inc (TMO)
$1,001 - $15,000 spouse -4.7%
E BUY 31 Dec 2019 TOT
Total S.A. (TOT)
$1,001 - $15,000 spouse
E BUY 31 Dec 2019 TFC
Truist Financial Corporation (TFC)
$1,001 - $15,000 spouse +13.8%
E BUY 31 Dec 2019 UNP
union Pacific Corporation (uNP)
$1,001 - $15,000 spouse -11.5%
E BUY 31 Dec 2019 V
Visa Inc. (V)
$1,001 - $15,000 spouse -11.3%
E BUY 31 Dec 2019 WMT
Walmart Inc. (WMT)
$1,001 - $15,000 spouse -26.4%
E BUY 31 Dec 2019 DIS
Walt disney Company (dIS)
$1,001 - $15,000 spouse +14.9%
E BUY 31 Dec 2019 ZTS
Zoetis Inc. Class A (ZTS)
$1,001 - $15,000 spouse +1.3%

Click any row for the full trade breakdown.