Joe Courtney
DDemocrat· house· CT-02
Trades
164
Buys
91
Sells
73
Est. volume
~$1.5M
Stocks
62
Avg lag
0d
Not investment advice. CopyCat Trade Tracker is for educational and informational purposes only — it is not research, a recommendation, or a solicitation to buy or sell any security. Past or lagged performance does not indicate future results.
Transactions (most recent disclosure first)
| Politician | Asset | Trade | Amount | Traded | Disclosed |
|---|---|---|---|---|---|
| Joe Courtney Dhouse· CT02 | MFC Manulife Financial Corporation | ▼ Sell | $1,001 - $15,000 | Apr 5, 2022 | Apr 12, 2022 5y ago7d lag |
| Joe Courtney Dhouse· CT02 | PBCT People's United Financial, Inc. | ▼ Sell | $15,001 - $50,000 | Mar 3, 2022 | Apr 1, 2022 5y ago29d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT WCM Focused International growth SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: WCMIX | ▼ Sell | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | VOO Vanguard S&P 500 ETF $50,000 ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > SUbHOLDINg OF: Inherited IRA | ▲ Buy | $15,001+ | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | VWO Vanguard FTSE Emerging Markets ETF SUbHOLDINg OF: Inherited IRA | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | VEA Vanguard FTSE Developed Markets ETF SUbHOLDINg OF: Inherited IRA | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Templeton Developing Markets Trust SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: TDADX | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT T Rowe Price blue Chip growth SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: TbCIX | ▼ Sell | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF SUbHOLDINg OF: Inherited IRA | ▼ Sell | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Pimco FDS Income Institutional $50,000 SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: PIMIX | ▼ Sell | $15,001+ | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Loomis Sayles Senior Float Rate SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: LSFYX | ▼ Sell | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT JP Morgan Mortgage backed Securities SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: OMbIX ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | GOVT iShares U.S. Treasury bond ETF SUbHOLDINg OF: Inherited IRA | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT goldman Sachs International Equity Insights SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: gCIIX | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Franklin Small Cap Value Fund SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: FVADX | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Franklin Small Cap growth Fund SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: FSSAX | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | FLQL Franklin LibertyQ U.S. Equity ETF SUbHOLDINg OF: Inherited IRA | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | FLCB Franklin Liberty U.S. Core bond ETF SUbHOLDINg OF: Inherited IRA | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | FLCO Franklin Liberty Investment grade Corporate ETF ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > SUbHOLDINg OF: Inherited IRA $200? | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Franklin International growth Advisor Class SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: FNgZX | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Franklin growth Fund Advantage SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: FCgAX | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Federated MDT Small Cap growth SUbHOLDINg OF: Inherited IRA LOCATION: US DESCRIPTION: QISCX | ▼ Sell | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | AAPL Apple Inc. SUbHOLDINg OF: Inherited IRA | ▼ Sell | $1,001 - $15,000 | Oct 16, 2020 | Oct 16, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | XSOE WisdomTree Emerging Markets Ex-State Owned Enterprises Fund SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | PUTW WisdomTree CBOE S&P 500 PutWrite Strategy Fund SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT WCM Focused Int'l growth SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US DESCRIPTION: WCMIX | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | VTI Vanguard Total Stock Market ETF SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | VIG Vanguard Div Appreciation ETF SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | SRLN SPDR Blackstone gSO Senior Loan ETF SUBHOLDINg OF: Inherited Brokerage Account DESCRIPTION: Reported on FD as "SSgA Active" | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Rivernorth Funds Doubleline Strategic Income SUBHOLDINg OF: Inherited Brokerage Account iD owner asset transaction Date notification amount cap. type Date gains > LOCATION: US $200? DESCRIPTION: RNSIX | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Pimco Municipal Bond Fund - PMUPX SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US DESCRIPTION: PMUPX | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Pimco Investments Income Inst'l $50,000 SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US DESCRIPTION: PIMIX | ▼ Sell | $15,001+ | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | NTDOY Nintendo Co Ltd ADR $50,000 SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $15,001+ | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | IHI iShares U.S. Medical Devices ETF SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | VLUE iShares MSCI USA Value Factor ETF SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | USMV iShares MSCI USA Min Vol Factor ETF SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | EFG iShares MSCI EAFE growth ETF SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | IDV iShares International Select Dividend ETF iD owner asset transaction Date notification amount cap. type Date gains > SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ESGU iShares ESg Aware MSCI USA ETF SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | IJR iShares Core S&P Small-Cap ETF SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | IVV iShares Core S&P 500 ETF $50,000 SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $15,001+ | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | IEFA iShares Core MSCI EAFE ETF SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | IEF iShares 7-10 Year Treasury Bond ETF SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | TLT iShares 20+ Year Treasury Bond ETF SUBHOLDINg OF: Inherited Brokerage Account | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Hartford Core Equity Fund - HgIIX $50,000 SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US DESCRIPTION: HgIIX | ▲ Buy | $15,001+ | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT goldman Sachs Dynamic Muni Income Fund iD owner asset transaction Date notification amount cap. type Date gains > SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US DESCRIPTION: gSMTX | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | DIV global X Super Dividend ETF SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | F Ford Motor Company SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ET Energy Transfer LP Common Units SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | EVV Eaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Blackrock Technologies Opportunity Fund - BgSIX SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US DESCRIPTION: BgSIX | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Blackrock National Municipal Fund - MANLX SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US DESCRIPTION: MANLX | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Blackrock High Yield Municipal Fund - MAYHX SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US DESCRIPTION: MAYHX | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Blackrock Emerging Markets Fund - MADCX SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US iD owner asset transaction Date notification amount cap. type Date gains > DESCRIPTION: MADCX $200? | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | DSU Blackrock Debt Strategies Fund, Inc. SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | BTZ BlackRock Credit Allocation Income Trust SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Blackrock Advantage Large Cap - MALRX SUBHOLDINg OF: Inherited Brokerage Account LOCATION: US DESCRIPTION: MALRX | ▲ Buy | $1,001 - $15,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | BABA Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share SUBHOLDINg OF: Inherited Brokerage Account | ▼ Sell | $15,001 - $50,000 | Oct 9, 2020 | Oct 9, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ZTS Zoetis Inc. Class A SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Walt disney Company (dIS) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | WMT Walmart Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | V Visa Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Vanguard Total International bond SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: ETF | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST union Pacific Corporation (uNP) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | TFC Truist Financial Corporation ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT TIAA-CREF Impact bond SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $15,001 - $50,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT TIAA-CREF Core Impact bond SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | TMO Thermo Fisher Scientific Inc SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT SPdR bloomberg barclays 1-3 month T-bill SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: ETF | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | SHW Sherwin-Williams Company SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ROST Ross Stores, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Prologis, Inc. (Pld) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Pimco Income Fund SubHOldINg OF: Rollover IRA ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > lOCATION: uS $200? dESCRIPTION: Mutual Fund | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | PEP Pepsico, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Nuveen ESg large Cap Value SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $15,001 - $50,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | NEE NextEra Energy, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | MSFT Microsoft Corporation SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | MCHP Microchip Technology Incorporated SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | LMT lockheed Martin Corporation SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Keurig dr Pepper Inc. (KdP) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | JPM JP Morgan Chase & Co. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT IShares uS Treasury bond SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT IShares Trust MSCI EAFE ESg Optimized $50,000 SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: ETF | ▲ Buy | $15,001+ | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT IShares MSCI EM ESg Optimized SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: ETF | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT ISH uSd High Yield Corporate bond SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | HON Honeywell International Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Home depot, Inc. (Hd) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | HLT Hilton Worldwide Holdings Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT guggenheim Total Return ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | FISV Fiserv, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Fidelity Advisor Total bond SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT delaware Small Cap Core Fund SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT delaware Small Cap Core SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT delaware Corporate bond SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT delaware Corporate bond SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST danaher Corporation (dHR) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT CRA Qualified Investment Fund SubHOldINg OF: Rollover IRA lOCATION: uS ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > dESCRIPTION: Mutual Fund $200? | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT CRA Qualified Investment Fund SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | COST Costco Wholesale Corporation SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | STZ Constellation brands, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | C Citigroup, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | CSCO Cisco Systems, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | CVX Chevron Corporation SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | COF Capital One Financial Corporation SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Calvert uS large Cap Value Responsible Index $50,000 ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $15,001+ | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Calvert Equity Fund SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $15,001 - $50,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT brown Advantage Sustainable growth SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT brown Advantage Sustainable growth $50,000 SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▲ Buy | $15,001+ | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST blackRock, Inc. (blK) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST ball Corporation (bll) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Apple Inc. (AAPl) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ANTM Anthem, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | AMT American Tower Corporation ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | AMZN Amazon.com, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell | $15,001 - $50,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Alphabet Inc. - Class A (gOOgl) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Abbott laboratories (AbT) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Ab High Income SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | OT Ab global bond SubHOldINg OF: Rollover IRA lOCATION: uS dESCRIPTION: Mutual Fund | ▼ Sell | $1,001 - $15,000 | Aug 7, 2020 | Aug 7, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Chubb limited (Cb) SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Jun 2, 2020 | Jun 2, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | CVX Chevron Corporation SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | May 13, 2020 | May 13, 2020 6y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | TOT Total S.A. SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | May 1, 2020 | May 1, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | FISV Fiserv, Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | May 1, 2020 | May 1, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST ball Corporation (bll) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | May 1, 2020 | May 1, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | HLT Hilton Worldwide Holdings Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Mar 27, 2020 | Mar 27, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Keurig dr Pepper Inc. (KdP) ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > SubHOldINg OF: Rollover IRA | ▼ Sell (partial) | $1,001 - $15,000 | Mar 25, 2020 | Mar 25, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | SYY Sysco Corporation SubHOldINg OF: Rollover IRA | ▼ Sell | $1,001 - $15,000 | Mar 18, 2020 | Mar 18, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | PEP Pepsico, Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Mar 18, 2020 | Mar 18, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | NEE NextEra Energy, Inc. SubHOldINg OF: Rollover IRA | ▼ Sell (partial) | $1,001 - $15,000 | Feb 10, 2020 | Feb 10, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | C Citigroup, Inc. SubHOldINg OF: Rollover IRA ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Feb 10, 2020 | Feb 10, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Chubb limited (Cb) SubHOldINg OF: Rollover IRA | ▼ Sell (partial) | $1,001 - $15,000 | Feb 10, 2020 | Feb 10, 2020 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ZTS Zoetis Inc. Class A SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Walt disney Company (dIS) SubHOldINg OF: Rollover IRA ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | WMT Walmart Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | V Visa Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST union Pacific Corporation (uNP) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | TFC Truist Financial Corporation SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | TOT Total S.A. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | TMO Thermo Fisher Scientific Inc SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | SYY Sysco Corporation SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | SHW Sherwin-Williams Company SubHOldINg OF: Rollover IRA ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ROST Ross Stores, Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Prologis, Inc. (Pld) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | NEE NextEra Energy, Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | MSFT Microsoft Corporation SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | MCHP Microchip Technology Incorporated SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | LMT lockheed Martin Corporation SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Keurig dr Pepper Inc. (KdP) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | JPM JP Morgan Chase & Co. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | HON Honeywell International Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Home depot, Inc. (Hd) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST danaher Corporation (dHR) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | COST Costco Wholesale Corporation SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | STZ Constellation brands, Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | C Citigroup, Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | CSCO Cisco Systems, Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Chubb limited (Cb) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | COF Capital One Financial Corporation SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST blackRock, Inc. (blK) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Apple Inc. (AAPl) SubHOldINg OF: Rollover IRA ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ANTM Anthem, Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | AMT American Tower Corporation SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | AMZN Amazon.com, Inc. SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Alphabet Inc. - Class A (gOOgl) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
| Joe Courtney Dhouse· CT02· Spouse | ST Abbott laboratories (AbT) SubHOldINg OF: Rollover IRA | ▲ Buy | $1,001 - $15,000 | Dec 31, 2019 | Dec 31, 2019 7y ago0d lag |
Most recent disclosure: Apr 12, 2022