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Joe Courtney

Joe Courtney

House • CT • Unknown Party
Currently in office
157
Trades
87
Buys
70
Sells

Trading Activity Over Time

Top Holdings

45 unique tickers
BLK
Bought $32,002
Sold $24,002
AMZN
Bought $8,000
Sold $32,500
brown Advantage Sustainable
Bought $32,500
Sold $0
Calvert Equity Fund [OT]
Bought $32,500
Sold $0
Calvert uS large Cap Value
Bought $32,500
Sold $0
IShares Trust MSCI EAFE ESg
Bought $32,500
Sold $0
Nuveen ESg large Cap Value [OT
Bought $32,500
Sold $0
TIAA-CREF Impact bond [OT]
Bought $32,500
Sold $0
Alibaba group Holding Limited
Bought $0
Sold $32,500
Hartford Core Equity Fund -
Bought $32,500
Sold $0
IVV
Bought $32,500
Sold $0
Pimco Investments Income Inst'
Bought $0
Sold $32,500
Pimco FDS Income Institutional
Bought $0
Sold $32,500
VOO
Bought $32,500
Sold $0
People's United Financial, Inc
Bought $0
Sold $32,500
NTDOY
Bought $0
Sold $32,500
TTE
Bought $8,000
Sold $24,002
AAPL
Bought $8,000
Sold $16,001
JPM
Bought $16,001
Sold $8,000
AMT
Bought $8,000
Sold $8,000

Trade History

Showing 100 of 157
Asset Asset Type Type Amount Owner Trade Date Filed
Manulife Financial Corporation
 Other Sell $1,001 - $15,000 - Apr 05, 2022 Apr 12, 2022
People's United Financial, Inc.
 Stock Sell $15,001 - $50,000 - Mar 03, 2022 Apr 12, 2022
Franklin Liberty Investment grade
 Other Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Franklin Liberty U.S. Core bond
 Bond Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Vanguard S&P 500 ETF (VOO)
VOO 		ETF Buy $15,001 - $50,000 Spouse Oct 16, 2020 Nov 16, 2020
Pimco FDS Income Institutional
 Other Sell $15,001 - $50,000 Spouse Oct 16, 2020 Nov 16, 2020
Vanguard FTSE Developed
VEA 		ETF Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Franklin International growth
 Other Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Vanguard FTSE Emerging Markets
VWO 		ETF Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Franklin LibertyQ U.S. Equity ETF
 ETF Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Franklin Small Cap growth Fund
 Other Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Templeton Developing Markets
TEM 		Other Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Franklin Small Cap Value Fund
 Other Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Loomis Sayles Senior Float Rate
NIO 		Stock Sell $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
WCM Focused International
 Other Sell $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
T Rowe Price blue Chip growth
 Mutual Fund Sell $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
SPDR Portfolio S&P 1500
 ETF Sell $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
JP Morgan Mortgage backed
JPM 		Stock Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
iShares U.S. Treasury bond ETF
 Treasury Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
goldman Sachs International
 Other Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Franklin growth Fund Advantage
 Other Buy $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Apple Inc. (AAPL) [ST]
AAPL 		Stock Sell $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Federated MDT Small Cap growth
 Other Sell $1,001 - $15,000 Spouse Oct 16, 2020 Nov 16, 2020
Rivernorth Funds Doubleline
 Other Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Blackrock Advantage Large Cap -
BLK 		Stock Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
BlackRock Credit Allocation
BLK 		Stock Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Blackrock Debt Strategies Fund,
BLK 		Stock Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Blackrock Emerging Markets Fund
BLK 		Stock Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Blackrock Technologies
BLK 		Stock Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Nintendo Co Ltd ADR (NTDOY)
NTDOY 		Stock Sell $15,001 - $50,000 Spouse Oct 09, 2020 Nov 06, 2020
SPDR Blackstone gSO Senior Loan
NIO 		ETF Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Vanguard Total Stock Market ETF
TTE 		ETF Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
WisdomTree Emerging Markets
 ETF Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Hartford Core Equity Fund -
 Other Buy $15,001 - $50,000 Spouse Oct 09, 2020 Nov 06, 2020
Alibaba group Holding Limited
 Other Sell $15,001 - $50,000 Spouse Oct 09, 2020 Nov 06, 2020
WCM Focused Int'l growth [OT]
 Other Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares Core S&P Small-Cap ETF
 ETF Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
WisdomTree CBOE S&P 500
 ETF Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Vanguard Div Appreciation ETF
 ETF Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares Core MSCI EAFE ETF
 ETF Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares 7-10 Year Treasury Bond
 Treasury Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares 20+ Year Treasury Bond
 Treasury Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Ford Motor Company (F) [ST]
F 		Stock Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
goldman Sachs Dynamic Muni
 Other Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
global X Super Dividend ETF
 ETF Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Energy Transfer LP Common
 Other Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Eaton Vance Limited Duration
 Other Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Blackrock National Municipal
 Municipal Bond Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Blackrock High Yield Municipal
 Municipal Bond Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Pimco Investments Income Inst'l
 Other Sell $15,001 - $50,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares ESg Aware MSCI USA
 ETF Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares International Select
 ETF Sell $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares Core S&P 500 ETF (IVV)
IVV 		ETF Buy $15,001 - $50,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares MSCI EAFE growth ETF
 ETF Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares MSCI USA Min Vol Factor
 ETF Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares MSCI USA Value Factor
 ETF Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
iShares U.S. Medical Devices ETF
 ETF Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Pimco Municipal Bond Fund -
 Municipal Bond Buy $1,001 - $15,000 Spouse Oct 09, 2020 Nov 06, 2020
Home depot, Inc. (Hd) [ST]
HD 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Alphabet Inc. - Class A (gOOgl)
GOOGL 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
American Tower Corporation
AMT 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Capital One Financial Corporation
COF 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Costco Wholesale Corporation
COST 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
delaware Small Cap Core [OT]
 Other Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Honeywell International Inc.
HON 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
lockheed Martin Corporation
LMT 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
union Pacific Corporation (uNP)
UNP 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
danaher Corporation (dHR) [ST]
DHR 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
SPdR bloomberg barclays 1-3
BCS 		ETF Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Vanguard Total International
TTE 		ETF Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Ab High Income [OT]
 Other Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Hilton Worldwide Holdings Inc.
 Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Ab global bond [OT]
 Bond Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
guggenheim Total Return [OT]
TTE 		Other Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Abbott laboratories (AbT) [ST]
ABT 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Keurig dr Pepper Inc. (KdP) [ST]
KDP 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Anthem, Inc. (ANTM) [ST]
ANTM 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
CRA Qualified Investment Fund
 Other Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
delaware Corporate bond [OT]
 Other Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Chevron Corporation (CVX) [ST]
CVX 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Cisco Systems, Inc. (CSCO) [ST]
CSCO 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Citigroup, Inc. (C) [ST]
C 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Constellation brands, Inc. (STZ)
STZ 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Apple Inc. (AAPl) [ST]
AAPL 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
ball Corporation (bll) [ST]
BLL 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
blackRock, Inc. (blK) [ST]
BLK 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
delaware Small Cap Core Fund
 Other Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Fiserv, Inc. (FISV) [ST]
FISV 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
ISH uSd High Yield Corporate
 Other Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
IShares MSCI EM ESg Optimized
 ETF Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
IShares uS Treasury bond [OT]
 Other Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Microchip Technology
 Other Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Fidelity Advisor Total bond [OT]
TTE 		Other Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
JP Morgan Chase & Co. (JPM)
JPM 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Microsoft Corporation (MSFT)
MSFT 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
NextEra Energy, Inc. (NEE) [ST]
NEE 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Sherwin-Williams Company
 Other Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Pepsico, Inc. (PEP) [ST]
PEP 		Stock Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
TIAA-CREF Core Impact bond
 Bond Buy $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020
Pimco Income Fund [OT]
 Other Sell $1,001 - $15,000 Spouse Aug 07, 2020 Aug 27, 2020