Joe Courtney (House) disclosed 35 transactions
Amendment status is not available for House filings. A filing listed here may since have been amended.
| 2020-10-09 · sell | Eaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest — $1,001 - $15,000 |
| 2020-10-09 · buy | Blackrock Technologies Opportunity Fund - BgSIX — $1,001 - $15,000 |
| 2020-10-09 · buy | Blackrock National Municipal Fund - MANLX — $1,001 - $15,000 |
| 2020-10-09 · buy | Blackrock High Yield Municipal Fund - MAYHX — $1,001 - $15,000 |
| 2020-10-09 · buy | Blackrock Emerging Markets Fund - MADCX — $1,001 - $15,000 |
| 2020-10-09 · sell | Blackrock Debt Strategies Fund, Inc. — $1,001 - $15,000 |
| 2020-10-09 · buy | WisdomTree Emerging Markets Ex-State Owned Enterprises Fund — $1,001 - $15,000 |
| 2020-10-09 · sell | WisdomTree CBOE S&P 500 PutWrite Strategy Fund — $1,001 - $15,000 |
| 2020-10-09 · sell | WCM Focused Int'l growth — $1,001 - $15,000 |
| 2020-10-09 · sell | Vanguard Total Stock Market ETF — $1,001 - $15,000 |
| 2020-10-09 · sell | Vanguard Div Appreciation ETF (VIg) — $1,001 - $15,000 |
| 2020-10-09 · sell | SPDR Blackstone gSO Senior Loan ETF — $1,001 - $15,000 |
| 2020-10-09 · sell | BlackRock Credit Allocation Income Trust — $1,001 - $15,000 |
| 2020-10-09 · sell | Rivernorth Funds Doubleline Strategic Income — $1,001 - $15,000 |
| 2020-10-09 · buy | Pimco Municipal Bond Fund - PMUPX — $1,001 - $15,000 |
| 2020-10-09 · sell | Pimco Investments Income Inst'l — $15,001 - $50,000 |
| 2020-10-09 · sell | Nintendo Co Ltd ADR — $15,001 - $50,000 |
| 2020-10-09 · buy | iShares U.S. Medical Devices ETF — $1,001 - $15,000 |
| 2020-10-09 · buy | iShares MSCI USA Value Factor ETF — $1,001 - $15,000 |
| 2020-10-09 · buy | iShares MSCI USA Min Vol Factor ETF — $1,001 - $15,000 |
| 2020-10-09 · buy | iShares MSCI EAFE growth ETF (EFg) — $1,001 - $15,000 |
| 2020-10-09 · sell | iShares International Select Dividend ETF — $1,001 - $15,000 |
| 2020-10-09 · buy | iShares ESg Aware MSCI USA ETF (ESgU) — $1,001 - $15,000 |
| 2020-10-09 · buy | Blackrock Advantage Large Cap - MALRX — $1,001 - $15,000 |
| 2020-10-09 · buy | iShares Core S&P Small-Cap ETF — $1,001 - $15,000 |
| 2020-10-09 · buy | iShares Core S&P 500 ETF — $15,001 - $50,000 |
| 2020-10-09 · buy | iShares Core MSCI EAFE ETF — $1,001 - $15,000 |
| 2020-10-09 · buy | iShares 7-10 Year Treasury Bond ETF — $1,001 - $15,000 |
| 2020-10-09 · buy | iShares 20+ Year Treasury Bond ETF — $1,001 - $15,000 |
| 2020-10-09 · buy | Hartford Core Equity Fund - HgIIX — $15,001 - $50,000 |
| 2020-10-09 · sell | goldman Sachs Dynamic Muni Income Fund — $1,001 - $15,000 |
| 2020-10-09 · sell | global X Super Dividend ETF — $1,001 - $15,000 |
| 2020-10-09 · sell | Ford Motor Company — $1,001 - $15,000 |
| 2020-10-09 · sell | Energy Transfer LP Common Units — $1,001 - $15,000 |
| 2020-10-09 · sell | Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share — $15,001 - $50,000 |
The complete record
| owner | Spouse |
| party | Democrat |
| state | CT |
| office | Courtney, Joe (Representative) |
| ptr id | 20017600 |
| chamber | house |
| comment | — |
| report url | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017600.pdf |
| bioguide id | C001069 |
| data source | HOUSE_CLERK_PTR |
| member last | Courtney |
| member name | Joe Courtney |
| member first | Joe |
| state district | CT02 |
| disclosure date | 2020-11-06 |
| transaction date | 2020-10-09 |
| reporting lag days | 20 |
| transaction nature | OPEN_MARKET |
Each transaction (35)
| id | ticker | amount max | amount min | asset name | asset type | amount range | transaction type |
|---|---|---|---|---|---|---|---|
| house-20017600-9 | EVV | 15000 | 1001 | Eaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest | ST | $1,001 - $15,000 | sell |
| house-20017600-8 | — | 15000 | 1001 | Blackrock Technologies Opportunity Fund - BgSIX | OT | $1,001 - $15,000 | buy |
| house-20017600-7 | — | 15000 | 1001 | Blackrock National Municipal Fund - MANLX | OT | $1,001 - $15,000 | buy |
| house-20017600-6 | — | 15000 | 1001 | Blackrock High Yield Municipal Fund - MAYHX | OT | $1,001 - $15,000 | buy |
| house-20017600-5 | — | 15000 | 1001 | Blackrock Emerging Markets Fund - MADCX | OT | $1,001 - $15,000 | buy |
| house-20017600-4 | DSU | 15000 | 1001 | Blackrock Debt Strategies Fund, Inc. | ST | $1,001 - $15,000 | sell |
| house-20017600-35 | XSOE | 15000 | 1001 | WisdomTree Emerging Markets Ex-State Owned Enterprises Fund | ST | $1,001 - $15,000 | buy |
| house-20017600-34 | PUTW | 15000 | 1001 | WisdomTree CBOE S&P 500 PutWrite Strategy Fund | ST | $1,001 - $15,000 | sell |
| house-20017600-33 | — | 15000 | 1001 | WCM Focused Int'l growth | OT | $1,001 - $15,000 | sell |
| house-20017600-32 | VTI | 15000 | 1001 | Vanguard Total Stock Market ETF | ST | $1,001 - $15,000 | sell |
| house-20017600-31 | VIG | 15000 | 1001 | Vanguard Div Appreciation ETF (VIg) | ST | $1,001 - $15,000 | sell |
| house-20017600-30 | SRLN | 15000 | 1001 | SPDR Blackstone gSO Senior Loan ETF | ST | $1,001 - $15,000 | sell |
| house-20017600-3 | BTZ | 15000 | 1001 | BlackRock Credit Allocation Income Trust | ST | $1,001 - $15,000 | sell |
| house-20017600-29 | — | 15000 | 1001 | Rivernorth Funds Doubleline Strategic Income | OT | $1,001 - $15,000 | sell |
| house-20017600-28 | — | 15000 | 1001 | Pimco Municipal Bond Fund - PMUPX | OT | $1,001 - $15,000 | buy |
| house-20017600-27 | — | 50000 | 15001 | Pimco Investments Income Inst'l | OT | $15,001 - $50,000 | sell |
| house-20017600-26 | NTDOY | 50000 | 15001 | Nintendo Co Ltd ADR | ST | $15,001 - $50,000 | sell |
| house-20017600-25 | IHI | 15000 | 1001 | iShares U.S. Medical Devices ETF | ST | $1,001 - $15,000 | buy |
| house-20017600-24 | VLUE | 15000 | 1001 | iShares MSCI USA Value Factor ETF | ST | $1,001 - $15,000 | buy |
| house-20017600-23 | USMV | 15000 | 1001 | iShares MSCI USA Min Vol Factor ETF | ST | $1,001 - $15,000 | buy |
| house-20017600-22 | EFG | 15000 | 1001 | iShares MSCI EAFE growth ETF (EFg) | ST | $1,001 - $15,000 | buy |
| house-20017600-21 | IDV | 15000 | 1001 | iShares International Select Dividend ETF | ST | $1,001 - $15,000 | sell |
| house-20017600-20 | ESGU | 15000 | 1001 | iShares ESg Aware MSCI USA ETF (ESgU) | ST | $1,001 - $15,000 | buy |
| house-20017600-2 | — | 15000 | 1001 | Blackrock Advantage Large Cap - MALRX | OT | $1,001 - $15,000 | buy |
| house-20017600-19 | IJR | 15000 | 1001 | iShares Core S&P Small-Cap ETF | ST | $1,001 - $15,000 | buy |
| house-20017600-18 | IVV | 50000 | 15001 | iShares Core S&P 500 ETF | ST | $15,001 - $50,000 | buy |
| house-20017600-17 | IEFA | 15000 | 1001 | iShares Core MSCI EAFE ETF | ST | $1,001 - $15,000 | buy |
| house-20017600-16 | IEF | 15000 | 1001 | iShares 7-10 Year Treasury Bond ETF | ST | $1,001 - $15,000 | buy |
| house-20017600-15 | TLT | 15000 | 1001 | iShares 20+ Year Treasury Bond ETF | ST | $1,001 - $15,000 | buy |
| house-20017600-14 | — | 50000 | 15001 | Hartford Core Equity Fund - HgIIX | OT | $15,001 - $50,000 | buy |
| house-20017600-13 | — | 15000 | 1001 | goldman Sachs Dynamic Muni Income Fund | OT | $1,001 - $15,000 | sell |
| house-20017600-12 | DIV | 15000 | 1001 | global X Super Dividend ETF | ST | $1,001 - $15,000 | sell |
| house-20017600-11 | F | 15000 | 1001 | Ford Motor Company | ST | $1,001 - $15,000 | sell |
| house-20017600-10 | ET | 15000 | 1001 | Energy Transfer LP Common Units | ST | $1,001 - $15,000 | sell |
| house-20017600-1 | BABA | 50000 | 15001 | Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share | ST | $15,001 - $50,000 | sell |
