David P. JoyceHouse
U.S. Representative · OH-14 · R · 2016-05 → 2025-01
- Chamber
- House
- Party
- R
- State
- OH
- Trades
- 155 (86 buys · 68 sells)
- Estimated volume
- $5.2M
- Late filings
- 88% (136 of 155)
- Median filing lag
- 396 days
- Outperformance rank
- #139 of 142 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $3.6M
- from $2.1M cost
- Estimated gain
- +$1.5M
- Up 68%
- Versus the S&P 500
- -$2.7M
- SPY would hold $6.3M
- Positions
- 29
- from 70 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQInvesco QQQ Trust, Series 1 | 2018-03-29 | $116K | $543K | +370% | 15% |
| 2 | MAIPXMAI Managed Volatility Fund | 2018-12-11 | $258K | $406K | +57% | 11% |
| 3 | FSTFXFidelity Limited Term Municipal | 2018-12-11 | $383K | $378K | -1% | 11% |
| 4 | PKBInvesco Dynamic Building & Construction ETF | 2016-10-19 | $89K | $279K | +213% | 8% |
| 5 | VCSHVanguard Short-Term Corporate Bond ETF | 2018-12-11 | $273K | $270K | -1% | 8% |
| 6 | IWFiShares Russell 1000 Growth ETF | 2017-01-26 | $208K | $244K | +18% | 7% |
| 7 | SPYDR S&P 500 | 2017-03-17 | $73K | $209K | +188% | 6% |
| 8 | IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETF | 2016-12-21 | $108K | $206K | +92% | 6% |
| 9 | VEAVanguard FTSE Developed Markets ETF | 2017-05-18 | $81K | $138K | +71% | 4% |
| 10 | IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETF | 2019-03-04 | $41K | $105K | +160% | 3% |
| 11 | KBEDR S&P bank ETF | 2017-03-17 | $57K | $84K | +49% | 2% |
| 12 | AMZNAmazon.com, Inc. | 2017-06-28 | $16K | $83K | +418% | 2% |
| 13 | IJHDavid P. Joyce Trust iShares Core S&P Mid-Cap ETF | 2019-03-04 | $41K | $77K | +91% | 2% |
| 14 | IJRDavid P. Joyce Trust iShares Core S&P Small-Cap ETF | 2019-03-04 | $41K | $71K | +74% | 2% |
| 15 | FIKMXDavid P. Joyce Trust Fidelity Advisor Real Estate Income Z | 2019-09-30 | $73K | $69K | -5% | 2% |
Showing top 15 of 29 positions by value
Trades that mattered most
These 8 buys explain 60% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | iShares Russell 1000 Growth ETF | 2017-01-30 | 9.7y | $100K-250K | +18% | -222% | |
| 2 | VCSH | Vanguard Short-Term Corporate Bond ETF | 2018-12-11 | 7.8y | $100K-250K | -1% | -193% | |
| 3 | FSTFX | Fidelity Limited Term Municipal | 2018-12-11 | 7.8y | $100K-250K | -1% | -192% | |
| 4 | FSTFX | Fidelity Limited Term Municipal | 2018-12-11 | 7.8y | $100K-250K | -1% | -192% | |
| 5 | MAIPX | MAI Managed Volatility Fund | 2018-12-11 | 7.8y | $100K-250K | +57% | -134% | |
| 6 | QQQ | Invesco QQQ Trust, Series 1 | 2018-03-29 | 8.5y | $50K-100K | +370% | +177% | |
| 7 | MAIPX | MAI Managed Volatility Fund | 2018-12-11 | 7.8y | $50K-100K | +57% | -134% | |
| 8 | IWM | David P. Joyce QSST Trust iShares Russell 2000 ETF | 2018-03-29 | 8.5y | $50K-100K | +86% | -108% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | FSTFX | 3 | 3/0 | 0 of 3 | -1% | +190% |
| 2 | VCSH | 5 | 4/1 | 0 of 4 | -1% | +180% |
| 3 | IWF | 3 | 2/1 | 0 of 2 | +18% | +239% |
| 4 | MAIPX | 4 | 3/1 | 0 of 3 | +57% | +192% |
| 5 | QQQ | 8 | 3/5 | 3 of 3 | +370% | +193% |
| 6 | GBDC | 7 | 3/4 | 0 of 3 | -25% | +193% |
| 7 | IWM | 7 | 2/5 | 0 of 2 | +92% | +208% |
| 8 | FIKMX | 3 | 3/0 | 0 of 3 | -5% | +157% |
| 9 | VEA | 4 | 4/0 | 0 of 4 | +71% | +215% |
| 10 | KBE | 4 | 4/0 | 0 of 4 | +49% | +204% |
| 11 | NKE | 3 | 3/0 | 0 of 3 | -44% | +210% |
| 12 | IJR | 2 | 2/0 | 0 of 2 | +74% | +172% |
| 13 | IEFA | 2 | 1/1 | 0 of 1 | +60% | +176% |
| 14 | UPS | 2 | 2/0 | 0 of 2 | -16% | +218% |
| 15 | IJH | 2 | 2/0 | 0 of 2 | +91% | +172% |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
155 of 155
David P. Joyce
House · R · OH
Sell$15K-50K
-21.6% vs SPY
BLKBlackRock, Inc.
David P. Joyce
House · R · OH
Sell·p$1K-15K
-81.7% vs SPY
GBDCGolub Capital BDC, Inc. - Closed End Fund
David P. Joyce
House · R · OH
Sell$15K-50K
+9.4% vs SPY
XBISPDR Series Trust SPDR S&P Biotech ETF
David P. Joyce
House · R · OH
Sell$1K-15K
-27.4% vs SPY
TRPTC Energy Corporation
David P. Joyce
House · R · OH
Sell$1K-15K
+99.3% vs SPY
CCitigroup, Inc.
David P. Joyce
House · R · OH
Sell$15K-50K
-85.5% vs SPY
BABoeing Company
David P. Joyce
House · R · OH
Sell·p$15K-50K
-83.6% vs SPY
GBDCGolub Capital BDC, Inc. - Closed End Fund
David P. Joyce
House · R · OH
Sell·p$15K-50K
-129.6% vs SPY
IWFiShares Russell 1000 Growth ETF
David P. Joyce
House · R · OH
Sell$15K-50K
-111.7% vs SPY
GBDCGolub Capital BDC, Inc.
David P. Joyce
House · R · OH
Buy$15K-50K
-103.2% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
David P. Joyce
House · R · OH
Sell$15K-50K
-110.4% vs SPY
GBDCGolub Capital BDC, Inc.
David P. Joyce
House · R · OH
Sell$1K-15K
+20.8% vs SPY
PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF
Filing Status: New
Subholding Of: DPJ & KAJ joint account
David P. Joyce
House · R · OH
Buy$1K-15K
PPAInvesco Aerospace & Defense ETF
Filing Status: New
Subholding Of: DPJ & KAJ joint account
David P. Joyce
House · R · OH
Sell$1K-15K
-88.8% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
David P. Joyce
House · R · OH
Sell$1K-15K
+36.3% vs SPY
AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN
David P. JoyceSP
House · R · OH
Buy$1K-15K
-36.3% vs SPY
MDYDR MidCap Trust Series I
David P. Joyce
House · R · OH
Buy$1K-15K
+47.3% vs SPY
PAVEDPJ & KAJ joint account global X Funds global X U.S. Infrastructure Development ETF
David P. Joyce
House · R · OH
Buy$1K-15K
+45.7% vs SPY
PAVEDavid P. Joyce QSST Trust global X Funds global X U.S. Infrastructure Development ETF
David P. Joyce
House · R · OH
Sell$1K-15K
-61.8% vs SPY
IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETF
David P. Joyce
House · R · OH
Sell$1K-15K
-56.5% vs SPY
IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETF
David P. Joyce
House · R · OH
Sell$15K-50K
—David P. Joyce QSST Trust LOCATION: US DESCRIPTION: MUTUAL FUND FIDELITY LIMITED TERM MUNI INCOME FUND
David P. Joyce
House · R · OH
Sell$15K-50K
-87.2% vs SPY
IEFADavid P. Joyce QSST Trust iShares Core MSCI EAFE ETF
David P. Joyce
House · R · OH
Sell$15K-50K
+0.1% vs SPY
IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETF
David P. Joyce
House · R · OH
Sell$15K-50K
-51.3% vs SPY
IWMDPJ & KAJ joint account iShares Russell 2000 ETF
David P. JoyceSP
House · R · OH
Buy$1K-15K
+0.0% vs SPY
SPYDR S&P 500
David P. JoyceSP
House · R · OH
Buy$1K-15K
-69.3% vs SPY
KBEDR S&P bank ETF
David P. Joyce
House · R · OH
Buy$50K-100K
VONEVanguard Russell 1000 ETF
David P. JoyceSP
House · R · OH
Buy$1K-15K
+0.0% vs SPY
SPYDR S&P 500
David P. Joyce
House · R · OH
Buy$1K-15K
-174.4% vs SPY
GBDCDPJ & KAJ joint account golub Capital bDC, Inc.
David P. Joyce
House · R · OH
Sell$15K-50K
—Fidelity Advisor Real Eastate Income Z FIKMX
David P. Joyce
House · R · OH
Sell$1K-15K
—David P. Joyce QSST Trust LOCATION: US DESCRIPTION: Mutual fund FIDELITY LIMITED TERM MUNI INCOME FUND
David P. Joyce
House · R · OH
Buy$1K-15K
-143.9% vs SPY
FIKMXDavid P. Joyce Trust Fidelity Advisor Real Estate Income Z
David P. Joyce
House · R · OH
Buy$1K-15K
-74.7% vs SPY
IWNDavid P. Joyce Trust iShares Russell 2000 Value ETF
David P. Joyce
House · R · OH
Buy$1K-15K
IVERita M. Joyce IRA iShares S&P 500 Value ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-164.8% vs SPY
FIKMXDavid P. Joyce Trust 00% due 12/1/22 Fidelity Advisor Real Estate Income Z
David P. Joyce
House · R · OH
Buy$15K-50K
-164.8% vs SPY
FIKMXDavid P. Joyce Trust Fidelity Advisor Real Estate income Z
David P. JoyceSP
House · R · OH
Buy$1K-15K
-69.0% vs SPY
MDYDR MidCap Trust Series I
David P. Joyce
House · R · OH
Buy$15K-50K
-0.4% vs SPY
IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETF
David P. Joyce
House · R · OH
Buy$1K-15K
-70.6% vs SPY
IJHDavid P. Joyce Trust iShares Core S&P Mid-Cap ETF
David P. Joyce
House · R · OH
Buy$1K-15K
-81.2% vs SPY
IJRDavid P. Joyce Trust iShares Core S&P Small-Cap ETF
David P. Joyce
House · R · OH
Sell$1K-15K
-72.6% vs SPY
AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN
David P. JoyceSP
House · R · OH
Buy$1K-15K
+0.0% vs SPY
SPYDR S&P 500
David P. Joyce
House · R · OH
Buy$1K-15K
-91.7% vs SPY
VEADPJ & KAJ joint account Vanguard FTSE Developed Markets ETF
David P. Joyce
House · R · OH
Sell$15K-50K
FFRHXDavid P. Joyce QSST Trust Fidelity FL High Income
David P. Joyce
House · R · OH
Buy$15K-50K
-204.9% vs SPY
GBDCDavid P. Joyce QSST Trust golub Capital bDC, Inc.
David P. Joyce
House · R · OH
Buy$50K-100K
—David P. Joyce Trust DESCRIPTION: Term bond 4.0% due 11/1/30 buckeye OH Cent Loc Sch Dist.
David P. Joyce
House · R · OH
Buy$50K-100K
—David P. Joyce Trust DESCRIPTION: Term bond 4.0% due 12/1/25 Delaware OH Cry Sch Dist.
David P. Joyce
House · R · OH
Buy$50K-100K
—David P. Joyce Trust DESCRIPTION: Term bond 3.125% due 2/1/24 brookville OH Loc Sch Dist
David P. Joyce
House · R · OH
Buy$50K-100K
—David P. Joyce Trust DESCRIPTION: Term bond 4.5% due 12/1/29 East Muskingum OH Loc Sch Dist.
David P. Joyce
House · R · OH
Sell$100K-250K
FFHRXRita M. Joyce IRA Fidelity FL Rt High Income
David P. Joyce
House · R · OH
Buy$15K-50K
-177.8% vs SPY
FSTFXDavid P. Joyce Trust Fidelity Limited Term Municipal Inc.
David P. Joyce
House · R · OH
Buy$15K-50K
-179.8% vs SPY
VCSHDPJ & KAJ joint account Vanguard Short-Term Corporate bond ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-116.2% vs SPY
IEFAiShares Core MSCI EAFE ETF
David P. Joyce
House · R · OH
Buy$1K-15K
-0.6% vs SPY
IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-84.5% vs SPY
IJHDavid P. Joyce QSST Trust iShares Core S&P Mid-Cap ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-102.4% vs SPY
IJRDavid P. Joyce Trust iShares Core S&P Small-Cap ETF
David P. Joyce
House · R · OH
Sell$1K-15K
+168.7% vs SPY
QQQRita M. Joyce IRA Invesco QQQ Trust, Series 1
David P. Joyce
House · R · OH
Sell$1K-15K
+168.7% vs SPY
QQQDPJ & KAJ joint account Invesco QQQ Trust, Series 1
David P. Joyce
House · R · OH
Buy$1K-15K
+301.8% vs SPY
VGTDPJ & KAJ joint account Vanguard Information Tech ETF
David P. Joyce
House · R · OH
Sell$100K-250K
—Aston/Fairpointe Mid Cap 1 fund
David P. Joyce
House · R · OH
Buy$15K-50K
-243.3% vs SPY
GBDCGolub Capital BDC, Inc.
David P. Joyce
House · R · OH
Sell$100K-250K
-101.4% vs SPY
IWMiShares Russell 2000 ETF
David P. Joyce
House · R · OH
Buy$1K-15K
VWNAXVanguard/Windsor II Admiral
David P. Joyce
House · R · OH
Buy$1K-15K
-133.7% vs SPY
MAIPXMAI Managed Volatility Fund
David P. Joyce
House · R · OH
Buy$100K-250K
-192.3% vs SPY
FSTFXFidelity Limited Term Municipal
David P. Joyce
House · R · OH
Buy$100K-250K
-192.3% vs SPY
FSTFXFidelity Limited Term Municipal Inc
David P. Joyce
House · R · OH
Sell$15K-50K
+81.7% vs SPY
PKBInvesco Dynamic Building & Construction ETF
David P. Joyce
House · R · OH
Sell$15K-50K
-217.0% vs SPY
PCYInvesco Emerging Markets Sovereign Debt ETF
David P. Joyce
House · R · OH
Sell$50K-100K
+168.0% vs SPY
QQQInvesco QQQ Trust, Series 1
David P. Joyce
House · R · OH
Sell$15K-50K
IWOiShares Russell 2000 Growth ETF
David P. Joyce
House · R · OH
Buy$50K-100K
-134.0% vs SPY
MAIPXMAI Managed Volatility Fund
David P. Joyce
House · R · OH
Buy$100K-250K
-134.0% vs SPY
MAIPXMAI Managed Volatility Fund
David P. Joyce
House · R · OH
Sell$50K-100K
-203.1% vs SPY
JNKSPDR Bloomberg Barclays High Yield Bond ETF
David P. Joyce
House · R · OH
Buy$100K-250K
-193.1% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-193.1% vs SPY
VCSHVanguard Short-Term Corporate Bond ETF
David P. Joyce
House · R · OH
Buy$15K-50K
+0.0% vs SPY
SPYSPDR S&P 500
David P. Joyce
House · R · OH
Sell$15K-50K
-86.5% vs SPY
MDYSPDR MidCap Trust Series I
David P. Joyce
House · R · OH
Sell$15K-50K
—Stone Ridge Reinsurance Fund
David P. Joyce
House · R · OH
Buy$1K-15K
VWNAXVanguard/Windsor II Admiral
David P. Joyce
House · R · OH
Sell$15K-50K
-192.2% vs SPY
JNKSPDR Bloomberg Barclays High Yield Bond ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-98.7% vs SPY
BLKBlackRock, Inc.
David P. Joyce
House · R · OH
Sell$1K-15K
DISCADiscovery, Inc. - Series A
David P. Joyce
House · R · OH
Buy$1K-15K
+2.6% vs SPY
PKBInvesco Dynamic Building & Construction ETF
David P. Joyce
House · R · OH
Buy$1K-15K
+176.9% vs SPY
QQQInvesco QQQ Trust, Series 1
David P. Joyce
House · R · OH
Buy$50K-100K
+176.9% vs SPY
QQQInvesco QQQ Trust, Series 1
David P. Joyce
House · R · OH
Buy$15K-50K
+176.9% vs SPY
QQQInvesco QQQ Trust, Series 1
David P. Joyce
House · R · OH
Buy$1K-15K
-144.7% vs SPY
EFAiShares MSCI EAFE ETF
David P. Joyce
House · R · OH
Buy$50K-100K
-107.9% vs SPY
IWMiShares Russell 2000 ETF
David P. Joyce
House · R · OH
Buy$1K-15K
-89.7% vs SPY
AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN
David P. Joyce
House · R · OH
Sell$50K-100K
-131.6% vs SPY
MAIPXMAI MANAGED VOLATILITY
David P. Joyce
House · R · OH
Sell$100K-250K
—MAI Managed Volatilty Fund MAIPX
David P. Joyce
House · R · OH
Sell$1K-15K
-24.8% vs SPY
MRKMerck & Company, Inc. Common Stock
David P. Joyce
House · R · OH
Buy$1K-15K
-243.9% vs SPY
NKENike, Inc.
David P. Joyce
House · R · OH
Buy$15K-50K
ODVYXOppenheimer Developing Markets
David P. Joyce
House · R · OH
Buy$1K-15K
-159.4% vs SPY
KBESPDR S&P Bank ETF
David P. Joyce
House · R · OH
Buy$1K-15K
-120.6% vs SPY
UNHUnitedHealth Group Incorporated Common Stock
David P. Joyce
House · R · OH
Buy$1K-15K
-127.1% vs SPY
VEAVanguard FTSE Developed Markets ETF
David P. Joyce
House · R · OH
Sell$1K-15K
-106.6% vs SPY
MDYSPDR MidCap Trust Series I
David P. Joyce
House · R · OH
Buy$1K-15K
+0.0% vs SPY
SPYSPDR S&P 500
David P. Joyce
House · R · OH
Buy$1K-15K
+209.0% vs SPY
AMZNAmazon.com, Inc.
David P. Joyce
House · R · OH
Sell$1K-15K
+30.1% vs SPY
DVMTDell Technologies Inc. Class V
David P. Joyce
House · R · OH
Sell$15K-50K
-84.5% vs SPY
GEGeneral Electric Company
David P. Joyce
House · R · OH
Buy$1K-15K
-158.9% vs SPY
KMIKinder Morgan, Inc.
David P. Joyce
House · R · OH
Sell$15K-50K
-127.4% vs SPY
METMetLife, Inc.
David P. Joyce
House · R · OH
Buy$1K-15K
-262.7% vs SPY
NKENike, Inc.
David P. Joyce
House · R · OH
Sell$1K-15K
-223.2% vs SPY
OXYOccidental Petroleum Corporation
David P. Joyce
House · R · OH
Buy$1K-15K
-235.6% vs SPY
UPSUnited Parcel Service, Inc.
David P. Joyce
House · R · OH
Sell$15K-50K
-167.5% vs SPY
EFAiShares MSCI EAFE ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-153.2% vs SPY
VEAVanguard FTSE Developed Markets ETF
David P. Joyce
House · R · OH
Sell$1K-15K
+246.1% vs SPY
QQQPowerShares QQQ Trust, Series 1
David P. Joyce
House · R · OH
Buy$1K-15K
-181.8% vs SPY
KBESPDR S&P Bank ETF
David P. Joyce
House · R · OH
Sell$1K-15K
-114.7% vs SPY
IBBiShares Nasdaq Biotechnology Index Fund
David P. Joyce
House · R · OH
Buy$1K-15K
-99.1% vs SPY
XBISPDR Series Trust SPDR S&P Biotech ETF
David P. Joyce
House · R · OH
Sell$1K-15K
-166.1% vs SPY
EFAiShares MSCI EAFE ETF
David P. Joyce
House · R · OH
Buy$1K-15K
DBEFXtrackers MSCI EAFE Hedged Equity ETF
David P. Joyce
House · R · OH
Buy$1K-15K
+191.1% vs SPY
AMZNDavid P. Joyce Trust 0% 9/25/18 Amazon.com, Inc.
David P. Joyce
House · R · OH
Sell$1K-15K
+25.7% vs SPY
DVMTDavid P. Joyce Trust LoCATIoN: US Joyce QSST Trust LoCATIoN: US Joyce QSST Trust LoCATIoN: US Joyce Trust LoCATIoN: US Class V
David P. Joyce
House · R · OH
Sell$15K-50K
-79.6% vs SPY
GEDPJ & KAJ joint account general Electric Company
David P. Joyce
House · R · OH
Buy$1K-15K
-153.0% vs SPY
KMIDPJ & KAJ joint account Kinder Morgan, Inc.
David P. Joyce
House · R · OH
Sell$15K-50K
-120.0% vs SPY
METRollover MetLife, Inc.
David P. Joyce
House · R · OH
Buy$1K-15K
-255.4% vs SPY
NKERollover Nike, Inc.
David P. Joyce
House · R · OH
Sell$1K-15K
-218.8% vs SPY
OXYoccidental Petroleum Corporation
David P. Joyce
House · R · OH
Buy$15K-50K
-8.9% vs SPY
PKBDPJ & KAJ joint account PowerShares Dynamic build & Construction
David P. Joyce
House · R · OH
Buy$15K-50K
-8.9% vs SPY
PKBDavid P. Joyce Trust PowerShares Dynamic build & Construction
David P. JoyceSP
House · R · OH
Buy$15K-50K
-167.8% vs SPY
KBEDR S&P bank ETF
David P. Joyce
House · R · OH
Buy$1K-15K
-233.5% vs SPY
UPSDPJ & KAJ joint account United Parcel Service, Inc.
David P. Joyce
House · R · OH
Sell$1K-15K
WLLDPJ & KAJ joint account Whiting Petroleum Corporation
David P. Joyce
House · R · OH
Sell$15K-50K
-167.5% vs SPY
EFADPJ & KAJ joint account iShares MSCI EAFE ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-153.2% vs SPY
VEARollover Vanguard FTSE Developed Markets ETF
David P. Joyce
House · R · OH
Sell$1K-15K
RYHRollover guggenheim S&P 500 Equal Weight Healthcare ETF
David P. Joyce
House · R · OH
Buy$1K-15K
-11.0% vs SPY
PKBDPJ & KAJ joint account PowerShares Dynamic build & Construction
David P. JoyceSP
House · R · OH
Buy$1K-15K
+0.0% vs SPY
SPYDR S&P 500
David P. Joyce
House · R · OH
Buy$1K-15K
MLPIRita M. Joyce IRA LoCATIoN: US DESCRIPTIoN: Ticker symbol CISgX UbS Ag ETN
David P. Joyce
House · R · OH
Sell$1K-15K
+247.5% vs SPY
QQQDavid P. Joyce QSST Trust PowerShares QQQ Trust, Series 1
David P. Joyce
House · R · OH
Buy$1K-15K
MLPIDPJ & KAJ joint account UbS Ag ETN
David P. Joyce
House · R · OH
Sell$1K-15K
-120.2% vs SPY
IBBDPJ & KAJ joint account iShares Nasdaq biotechnology Index Fund
David P. JoyceSP
House · R · OH
Buy$1K-15K
-108.5% vs SPY
XBIDR S&P biotech ETF
David P. Joyce
House · R · OH
Buy$100K-250K
-221.5% vs SPY
IWFDavid P. Joyce QSST Trust iShares Russell 1000 growth ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-219.4% vs SPY
IWFRollover iShares Russell 1000 growth ETF
David P. Joyce
House · R · OH
Buy$15K-50K
-136.5% vs SPY
IWMDPJ & KAJ joint account iShares Russell 2000 ETF
David P. Joyce
House · R · OH
Sell$1K-15K
-128.5% vs SPY
IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETF
David P. Joyce
House · R · OH
Buy$1K-15K
+7.3% vs SPY
PKBRollover PowerShares Dynamic build & Construction
David P. Joyce
House · R · OH
Exch$1K-15K
QIHUDPJ & KAJ joint account Qihoo 360 Technology Co. Ltd. American Depositary Shares, every 2 of which representing three Class A ordinary Shares
David P. Joyce
House · R · OH
Sell$1K-15K
NRERollover NorthStar Realty Europe Corp.
David P. Joyce
House · R · OH
Sell$1K-15K
NRFNorthStar Realty Finance Corp. Common Stock
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
David P. Joyce House · R · OH | — | MAI Managed MAI Managed funds | Sell·p | $50K-100K | 2025-01-10 | 2025-02-07 | 28d | — | |
David P. Joyce House · R · OH | — | MAI Managed Income Fund | Sell·p | $50K-100K | 2024-11-19 | 2024-12-18 | 29d | — | |
David P. Joyce House · R · OH | BlackRock, Inc. | Sell | $15K-50K | 2023-06-30 | 2024-08-06 | 403d | -21.6% | ||
David P. Joyce House · R · OH | Golub Capital BDC, Inc. - Closed End Fund | Sell·p | $1K-15K | 2023-06-30 | 2024-08-06 | 403d | -81.7% | ||
David P. Joyce House · R · OH | SPDR Series Trust SPDR S&P Biotech ETF | Sell | $15K-50K | 2023-06-30 | 2024-08-06 | 403d | +9.4% | ||
David P. Joyce House · R · OH | TC Energy Corporation | Sell | $1K-15K | 2023-06-23 | 2024-08-06 | 410d | -27.4% | ||
David P. Joyce House · R · OH | Citigroup, Inc. | Sell | $1K-15K | 2023-06-22 | 2024-08-06 | 411d | +99.3% | ||
David P. Joyce House · R · OH | Boeing Company | Sell | $15K-50K | 2023-06-19 | 2024-08-06 | 414d | -85.5% | ||
David P. Joyce House · R · OH | Golub Capital BDC, Inc. - Closed End Fund | Sell·p | $15K-50K | 2023-06-19 | 2024-08-06 | 414d | -83.6% | ||
David P. Joyce House · R · OH | iShares Russell 1000 Growth ETF | Sell·p | $15K-50K | 2023-06-19 | 2024-08-06 | 414d | -129.6% | ||
David P. Joyce House · R · OH | Golub Capital BDC, Inc. | Sell | $15K-50K | 2022-07-14 | 2024-08-06 | 754d | -111.7% | ||
David P. Joyce House · R · OH | Vanguard Short-Term Corporate Bond ETF | Buy | $15K-50K | 2022-07-14 | 2024-08-06 | 754d | -103.2% | ||
David P. Joyce House · R · OH | Golub Capital BDC, Inc. | Sell | $15K-50K | 2022-07-12 | 2024-08-06 | 756d | -110.4% | ||
David P. Joyce House · R · OH | Global X Funds Global X U.S. Infrastructure Development ETF Filing Status: New
Subholding Of: DPJ & KAJ joint account | Sell | $1K-15K | 2022-05-19 | 2022-06-09 | 21d | +20.8% | ||
David P. Joyce House · R · OH | Invesco Aerospace & Defense ETF Filing Status: New
Subholding Of: DPJ & KAJ joint account | Buy | $1K-15K | 2022-05-19 | 2022-06-09 | 21d | — | ||
David P. Joyce House · R · OH | Vanguard Short-Term Corporate Bond ETF | Sell | $1K-15K | 2022-05-17 | 2022-06-09 | 23d | -88.8% | ||
David P. Joyce House · R · OH | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN | Sell | $1K-15K | 2021-09-14 | 2021-09-30 | 16d | +36.3% | ||
David P. JoyceSP House · R · OH | DR MidCap Trust Series I | Buy | $1K-15K | 2021-09-14 | 2021-09-30 | 16d | -36.3% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account global X Funds global X U.S. Infrastructure Development ETF | Buy | $1K-15K | 2020-12-11 | 2021-07-27 | 228d | +47.3% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust global X Funds global X U.S. Infrastructure Development ETF | Buy | $1K-15K | 2020-12-09 | 2021-07-27 | 230d | +45.7% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust iShares Russell 2000 ETF | Sell | $1K-15K | 2020-12-09 | 2021-07-27 | 230d | -61.8% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust iShares Russell 2000 ETF | Sell | $1K-15K | 2020-12-02 | 2021-07-27 | 237d | -56.5% | ||
David P. Joyce House · R · OH | — | David P. Joyce QSST Trust LOCATION: US DESCRIPTION: MUTUAL FUND FIDELITY LIMITED TERM MUNI INCOME FUND | Sell | $15K-50K | 2020-07-02 | 2021-07-27 | 390d | — | |
David P. Joyce House · R · OH | David P. Joyce QSST Trust iShares Core MSCI EAFE ETF | Sell | $15K-50K | 2020-06-26 | 2021-07-27 | 396d | -87.2% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust iShares Core S&P 500 ETF | Sell | $15K-50K | 2020-06-26 | 2021-07-27 | 396d | +0.1% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account iShares Russell 2000 ETF | Sell | $15K-50K | 2020-06-26 | 2021-07-27 | 396d | -51.3% | ||
David P. JoyceSP House · R · OH | DR S&P 500 | Buy | $1K-15K | 2020-06-08 | 2021-07-27 | 414d | +0.0% | ||
David P. JoyceSP House · R · OH | DR S&P bank ETF | Buy | $1K-15K | 2020-06-08 | 2021-07-27 | 414d | -69.3% | ||
David P. Joyce House · R · OH | Vanguard Russell 1000 ETF | Buy | $50K-100K | 2020-03-26 | 2021-07-27 | 488d | — | ||
David P. JoyceSP House · R · OH | DR S&P 500 | Buy | $1K-15K | 2020-03-11 | 2021-07-27 | 503d | +0.0% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account golub Capital bDC, Inc. | Buy | $1K-15K | 2020-02-25 | 2021-07-27 | 518d | -174.4% | ||
David P. Joyce House · R · OH | — | Fidelity Advisor Real Eastate Income Z FIKMX | Sell | $15K-50K | 2020-01-15 | 2021-07-27 | 559d | — | |
David P. Joyce House · R · OH | — | David P. Joyce QSST Trust LOCATION: US DESCRIPTION: Mutual fund FIDELITY LIMITED TERM MUNI INCOME FUND | Sell | $1K-15K | 2020-01-15 | 2021-07-27 | 559d | — | |
David P. Joyce House · R · OH | David P. Joyce Trust Fidelity Advisor Real Estate Income Z | Buy | $1K-15K | 2019-12-31 | 2020-07-30 | 212d | -143.9% | ||
David P. Joyce House · R · OH | David P. Joyce Trust iShares Russell 2000 Value ETF | Buy | $1K-15K | 2019-12-31 | 2020-07-30 | 212d | -74.7% | ||
David P. Joyce House · R · OH | Rita M. Joyce IRA iShares S&P 500 Value ETF | Buy | $1K-15K | 2019-12-31 | 2020-07-30 | 212d | — | ||
David P. Joyce House · R · OH | David P. Joyce Trust 00% due 12/1/22 Fidelity Advisor Real Estate Income Z | Buy | $15K-50K | 2019-09-30 | 2020-07-30 | 304d | -164.8% | ||
David P. Joyce House · R · OH | David P. Joyce Trust Fidelity Advisor Real Estate income Z | Buy | $15K-50K | 2019-09-30 | 2020-07-30 | 304d | -164.8% | ||
David P. JoyceSP House · R · OH | DR MidCap Trust Series I | Buy | $1K-15K | 2019-09-20 | 2020-07-30 | 314d | -69.0% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust iShares Core S&P 500 ETF | Buy | $15K-50K | 2019-07-24 | 2020-07-30 | 372d | -0.4% | ||
David P. Joyce House · R · OH | David P. Joyce Trust iShares Core S&P Mid-Cap ETF | Buy | $1K-15K | 2019-07-24 | 2020-07-30 | 372d | -70.6% | ||
David P. Joyce House · R · OH | David P. Joyce Trust iShares Core S&P Small-Cap ETF | Buy | $1K-15K | 2019-07-24 | 2020-07-30 | 372d | -81.2% | ||
David P. Joyce House · R · OH | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN | Sell | $1K-15K | 2019-07-08 | 2020-07-30 | 388d | -72.6% | ||
David P. JoyceSP House · R · OH | DR S&P 500 | Buy | $1K-15K | 2019-06-21 | 2020-07-30 | 405d | +0.0% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account Vanguard FTSE Developed Markets ETF | Buy | $1K-15K | 2019-06-21 | 2020-07-30 | 405d | -91.7% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust Fidelity FL High Income | Sell | $15K-50K | 2019-05-30 | 2020-07-30 | 427d | — | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust golub Capital bDC, Inc. | Buy | $15K-50K | 2019-05-30 | 2020-07-30 | 427d | -204.9% | ||
David P. Joyce House · R · OH | — | David P. Joyce Trust DESCRIPTION: Term bond 4.0% due 11/1/30 buckeye OH Cent Loc Sch Dist. | Buy | $50K-100K | 2019-04-03 | 2020-07-30 | 484d | — | |
David P. Joyce House · R · OH | — | bessemer AL gO bd. | Buy | $50K-100K | 2019-04-02 | 2020-07-30 | 485d | — | |
David P. Joyce House · R · OH | — | David P. Joyce Trust DESCRIPTION: Term bond 4.0% due 12/1/25 Delaware OH Cry Sch Dist. | Buy | $50K-100K | 2019-03-28 | 2020-07-30 | 490d | — | |
David P. Joyce House · R · OH | — | David P. Joyce Trust DESCRIPTION: Term bond 3.125% due 2/1/24 brookville OH Loc Sch Dist | Buy | $50K-100K | 2019-03-27 | 2020-07-30 | 491d | — | |
David P. Joyce House · R · OH | — | David P. Joyce Trust DESCRIPTION: Term bond 4.5% due 12/1/29 East Muskingum OH Loc Sch Dist. | Buy | $50K-100K | 2019-03-25 | 2020-07-30 | 493d | — | |
David P. Joyce House · R · OH | Rita M. Joyce IRA Fidelity FL Rt High Income | Sell | $100K-250K | 2019-03-22 | 2020-07-30 | 496d | — | ||
David P. Joyce House · R · OH | David P. Joyce Trust Fidelity Limited Term Municipal Inc. | Buy | $15K-50K | 2019-03-22 | 2020-07-30 | 496d | -177.8% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account Vanguard Short-Term Corporate bond ETF | Buy | $15K-50K | 2019-03-22 | 2020-07-30 | 496d | -179.8% | ||
David P. Joyce House · R · OH | iShares Core MSCI EAFE ETF | Buy | $15K-50K | 2019-03-04 | 2020-07-30 | 514d | -116.2% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust iShares Core S&P 500 ETF | Buy | $1K-15K | 2019-03-04 | 2020-07-30 | 514d | -0.6% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust iShares Core S&P Mid-Cap ETF | Buy | $15K-50K | 2019-03-04 | 2020-07-30 | 514d | -84.5% | ||
David P. Joyce House · R · OH | David P. Joyce Trust iShares Core S&P Small-Cap ETF | Buy | $15K-50K | 2019-03-04 | 2020-07-30 | 514d | -102.4% | ||
David P. Joyce House · R · OH | Rita M. Joyce IRA Invesco QQQ Trust, Series 1 | Sell | $1K-15K | 2019-01-10 | 2020-07-30 | 567d | +168.7% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account Invesco QQQ Trust, Series 1 | Sell | $1K-15K | 2019-01-10 | 2020-07-30 | 567d | +168.7% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account Vanguard Information Tech ETF | Buy | $1K-15K | 2019-01-10 | 2020-07-30 | 567d | +301.8% | ||
David P. Joyce House · R · OH | — | Aston/Fairpointe Mid Cap 1 fund | Sell | $100K-250K | 2018-12-21 | 2019-05-08 | 138d | — | |
David P. Joyce House · R · OH | Golub Capital BDC, Inc. | Buy | $15K-50K | 2018-12-21 | 2019-05-08 | 138d | -243.3% | ||
David P. Joyce House · R · OH | iShares Russell 2000 ETF | Sell | $100K-250K | 2018-12-21 | 2019-05-08 | 138d | -101.4% | ||
David P. Joyce House · R · OH | Vanguard/Windsor II Admiral | Buy | $1K-15K | 2018-12-18 | 2019-05-08 | 141d | — | ||
David P. Joyce House · R · OH | MAI Managed Volatility Fund | Buy | $1K-15K | 2018-12-14 | 2019-05-08 | 145d | -133.7% | ||
David P. Joyce House · R · OH | — | Fidelity High Income Fund Mutual fund | Sell | $50K-100K | 2018-12-11 | 2019-05-08 | 148d | — | |
David P. Joyce House · R · OH | Fidelity Limited Term Municipal | Buy | $100K-250K | 2018-12-11 | 2019-05-08 | 148d | -192.3% | ||
David P. Joyce House · R · OH | Fidelity Limited Term Municipal Inc | Buy | $100K-250K | 2018-12-11 | 2019-05-08 | 148d | -192.3% | ||
David P. Joyce House · R · OH | Harbor International | Buy | $15K-50K | 2018-12-11 | 2019-05-08 | 148d | — | ||
David P. Joyce House · R · OH | — | Harbor International HAINX Mutual funds | Sell | $100K-250K | 2018-12-11 | 2019-05-08 | 148d | — | |
David P. Joyce House · R · OH | Invesco Dynamic Building & Construction ETF | Sell | $15K-50K | 2018-12-11 | 2019-05-08 | 148d | +81.7% | ||
David P. Joyce House · R · OH | Invesco Emerging Markets Sovereign Debt ETF | Sell | $15K-50K | 2018-12-11 | 2019-05-08 | 148d | -217.0% | ||
David P. Joyce House · R · OH | Invesco QQQ Trust, Series 1 | Sell | $50K-100K | 2018-12-11 | 2019-05-08 | 148d | +168.0% | ||
David P. Joyce House · R · OH | iShares Russell 2000 Growth ETF | Sell | $15K-50K | 2018-12-11 | 2019-05-08 | 148d | — | ||
David P. Joyce House · R · OH | MAI Managed Volatility Fund | Buy | $50K-100K | 2018-12-11 | 2019-05-08 | 148d | -134.0% | ||
David P. Joyce House · R · OH | MAI Managed Volatility Fund | Buy | $100K-250K | 2018-12-11 | 2019-05-08 | 148d | -134.0% | ||
David P. Joyce House · R · OH | SPDR Bloomberg Barclays High Yield Bond ETF | Sell | $50K-100K | 2018-12-11 | 2019-05-08 | 148d | -203.1% | ||
David P. Joyce House · R · OH | — | Templeton Global Bond global bond fund | Sell | $50K-100K | 2018-12-11 | 2019-05-08 | 148d | — | |
David P. Joyce House · R · OH | Vanguard Short-Term Corporate Bond ETF | Buy | $100K-250K | 2018-12-11 | 2019-05-08 | 148d | -193.1% | ||
David P. Joyce House · R · OH | Vanguard Short-Term Corporate Bond ETF | Buy | $15K-50K | 2018-12-11 | 2019-05-08 | 148d | -193.1% | ||
David P. Joyce House · R · OH | SPDR S&P 500 | Buy | $15K-50K | 2018-10-26 | 2019-05-08 | 194d | +0.0% | ||
David P. Joyce House · R · OH | SPDR MidCap Trust Series I | Sell | $15K-50K | 2018-09-05 | 2019-05-08 | 245d | -86.5% | ||
David P. Joyce House · R · OH | — | Stone Ridge Reinsurance Fund | Sell | $15K-50K | 2018-08-17 | 2019-05-08 | 264d | — | |
David P. Joyce House · R · OH | Vanguard/Windsor II Admiral | Buy | $1K-15K | 2018-06-15 | 2019-05-08 | 327d | — | ||
David P. Joyce House · R · OH | SPDR Bloomberg Barclays High Yield Bond ETF | Sell | $15K-50K | 2018-06-06 | 2019-05-08 | 336d | -192.2% | ||
David P. Joyce House · R · OH | BlackRock, Inc. | Buy | $15K-50K | 2018-03-29 | 2019-05-08 | 405d | -98.7% | ||
David P. Joyce House · R · OH | Discovery, Inc. - Series A | Sell | $1K-15K | 2018-03-29 | 2019-05-08 | 405d | — | ||
David P. Joyce House · R · OH | Invesco Dynamic Building & Construction ETF | Buy | $1K-15K | 2018-03-29 | 2019-05-08 | 405d | +2.6% | ||
David P. Joyce House · R · OH | Invesco QQQ Trust, Series 1 | Buy | $1K-15K | 2018-03-29 | 2019-05-08 | 405d | +176.9% | ||
David P. Joyce House · R · OH | Invesco QQQ Trust, Series 1 | Buy | $50K-100K | 2018-03-29 | 2019-05-08 | 405d | +176.9% | ||
David P. Joyce House · R · OH | Invesco QQQ Trust, Series 1 | Buy | $15K-50K | 2018-03-29 | 2019-05-08 | 405d | +176.9% | ||
David P. Joyce House · R · OH | iShares MSCI EAFE ETF | Buy | $1K-15K | 2018-03-29 | 2019-05-08 | 405d | -144.7% | ||
David P. Joyce House · R · OH | iShares Russell 2000 ETF | Buy | $50K-100K | 2018-03-29 | 2019-05-08 | 405d | -107.9% | ||
David P. Joyce House · R · OH | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN | Buy | $1K-15K | 2018-03-29 | 2019-05-08 | 405d | -89.7% | ||
David P. Joyce House · R · OH | MAI MANAGED VOLATILITY | Sell | $50K-100K | 2018-03-29 | 2019-05-08 | 405d | -131.6% | ||
David P. Joyce House · R · OH | — | MAI Managed Volatilty Fund MAIPX | Sell | $100K-250K | 2018-03-29 | 2019-05-08 | 405d | — | |
David P. Joyce House · R · OH | Merck & Company, Inc. Common Stock | Sell | $1K-15K | 2018-03-29 | 2019-05-08 | 405d | -24.8% | ||
David P. Joyce House · R · OH | Nike, Inc. | Buy | $1K-15K | 2018-03-29 | 2019-05-08 | 405d | -243.9% | ||
David P. Joyce House · R · OH | Oppenheimer Developing Markets | Buy | $15K-50K | 2018-03-29 | 2019-05-08 | 405d | — | ||
David P. Joyce House · R · OH | SPDR S&P Bank ETF | Buy | $1K-15K | 2018-03-29 | 2019-05-08 | 405d | -159.4% | ||
David P. Joyce House · R · OH | UnitedHealth Group Incorporated Common Stock | Buy | $1K-15K | 2018-03-29 | 2019-05-08 | 405d | -120.6% | ||
David P. Joyce House · R · OH | — | GS S&P 500 Buffered Equity fund Mutual fund | Sell | $50K-100K | 2018-03-23 | 2019-05-08 | 411d | — | |
David P. Joyce House · R · OH | Vanguard FTSE Developed Markets ETF | Buy | $1K-15K | 2018-01-16 | 2019-05-08 | 477d | -127.1% | ||
David P. Joyce House · R · OH | SPDR MidCap Trust Series I | Sell | $1K-15K | 2017-07-12 | 2019-05-08 | 665d | -106.6% | ||
David P. Joyce House · R · OH | SPDR S&P 500 | Buy | $1K-15K | 2017-07-12 | 2019-05-08 | 665d | +0.0% | ||
David P. Joyce House · R · OH | Amazon.com, Inc. | Buy | $1K-15K | 2017-07-03 | 2019-05-08 | 674d | +209.0% | ||
David P. Joyce House · R · OH | Dell Technologies Inc. Class V | Sell | $1K-15K | 2017-07-03 | 2019-05-08 | 674d | +30.1% | ||
David P. Joyce House · R · OH | General Electric Company | Sell | $15K-50K | 2017-07-03 | 2019-05-08 | 674d | -84.5% | ||
David P. Joyce House · R · OH | Kinder Morgan, Inc. | Buy | $1K-15K | 2017-07-03 | 2019-05-08 | 674d | -158.9% | ||
David P. Joyce House · R · OH | MetLife, Inc. | Sell | $15K-50K | 2017-07-03 | 2019-05-08 | 674d | -127.4% | ||
David P. Joyce House · R · OH | Nike, Inc. | Buy | $1K-15K | 2017-07-03 | 2019-05-08 | 674d | -262.7% | ||
David P. Joyce House · R · OH | Occidental Petroleum Corporation | Sell | $1K-15K | 2017-07-03 | 2019-05-08 | 674d | -223.2% | ||
David P. Joyce House · R · OH | United Parcel Service, Inc. | Buy | $1K-15K | 2017-07-03 | 2019-05-08 | 674d | -235.6% | ||
David P. Joyce House · R · OH | — | WHITiNg PETE WHITINg PETE | Sell | $1K-15K | 2017-07-03 | 2019-05-08 | 674d | — | |
David P. Joyce House · R · OH | iShares MSCI EAFE ETF | Sell | $15K-50K | 2017-05-18 | 2019-05-08 | 720d | -167.5% | ||
David P. Joyce House · R · OH | Vanguard FTSE Developed Markets ETF | Buy | $15K-50K | 2017-05-18 | 2019-05-08 | 720d | -153.2% | ||
David P. Joyce House · R · OH | PowerShares QQQ Trust, Series 1 | Sell | $1K-15K | 2017-03-17 | 2019-05-08 | 782d | +246.1% | ||
David P. Joyce House · R · OH | SPDR S&P Bank ETF | Buy | $1K-15K | 2017-03-17 | 2019-05-08 | 782d | -181.8% | ||
David P. Joyce House · R · OH | UBS AG ETN | Buy | $1K-15K | 2017-03-17 | 2019-05-08 | 782d | — | ||
David P. Joyce House · R · OH | iShares Nasdaq Biotechnology Index Fund | Sell | $1K-15K | 2017-02-23 | 2019-05-08 | 804d | -114.7% | ||
David P. Joyce House · R · OH | SPDR Series Trust SPDR S&P Biotech ETF | Buy | $1K-15K | 2017-02-23 | 2019-05-08 | 804d | -99.1% | ||
David P. Joyce House · R · OH | iShares MSCI EAFE ETF | Sell | $1K-15K | 2017-01-05 | 2019-05-08 | 853d | -166.1% | ||
David P. Joyce House · R · OH | Xtrackers MSCI EAFE Hedged Equity ETF | Buy | $1K-15K | 2017-01-05 | 2019-05-08 | 853d | — | ||
David P. Joyce House · R · OH | David P. Joyce Trust 0% 9/25/18 Amazon.com, Inc. | Buy | $1K-15K | 2017-06-28 | 2017-07-26 | 28d | +191.1% | ||
David P. Joyce House · R · OH | David P. Joyce Trust LoCATIoN: US Joyce QSST Trust LoCATIoN: US Joyce QSST Trust LoCATIoN: US Joyce Trust LoCATIoN: US Class V | Sell | $1K-15K | 2017-06-28 | 2017-07-26 | 28d | +25.7% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account general Electric Company | Sell | $15K-50K | 2017-06-28 | 2017-07-26 | 28d | -79.6% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account Kinder Morgan, Inc. | Buy | $1K-15K | 2017-06-28 | 2017-07-26 | 28d | -153.0% | ||
David P. Joyce House · R · OH | Rollover MetLife, Inc. | Sell | $15K-50K | 2017-06-28 | 2017-07-26 | 28d | -120.0% | ||
David P. Joyce House · R · OH | Rollover Nike, Inc. | Buy | $1K-15K | 2017-06-28 | 2017-07-26 | 28d | -255.4% | ||
David P. Joyce House · R · OH | occidental Petroleum Corporation | Sell | $1K-15K | 2017-06-28 | 2017-07-26 | 28d | -218.8% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account PowerShares Dynamic build & Construction | Buy | $15K-50K | 2017-06-28 | 2017-07-26 | 28d | -8.9% | ||
David P. Joyce House · R · OH | David P. Joyce Trust PowerShares Dynamic build & Construction | Buy | $15K-50K | 2017-06-28 | 2017-07-26 | 28d | -8.9% | ||
David P. JoyceSP House · R · OH | DR S&P bank ETF | Buy | $15K-50K | 2017-06-28 | 2017-07-26 | 28d | -167.8% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account United Parcel Service, Inc. | Buy | $1K-15K | 2017-06-28 | 2017-07-26 | 28d | -233.5% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account Whiting Petroleum Corporation | Sell | $1K-15K | 2017-06-28 | 2017-07-26 | 28d | — | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account iShares MSCI EAFE ETF | Sell | $15K-50K | 2017-05-18 | 2017-07-26 | 69d | -167.5% | ||
David P. Joyce House · R · OH | Rollover Vanguard FTSE Developed Markets ETF | Buy | $15K-50K | 2017-05-18 | 2017-07-26 | 69d | -153.2% | ||
David P. Joyce House · R · OH | Rollover guggenheim S&P 500 Equal Weight Healthcare ETF | Sell | $1K-15K | 2017-03-17 | 2017-07-26 | 131d | — | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account PowerShares Dynamic build & Construction | Buy | $1K-15K | 2017-03-17 | 2017-07-26 | 131d | -11.0% | ||
David P. JoyceSP House · R · OH | DR S&P 500 | Buy | $1K-15K | 2017-03-17 | 2017-07-26 | 131d | +0.0% | ||
David P. Joyce House · R · OH | Rita M. Joyce IRA LoCATIoN: US DESCRIPTIoN: Ticker symbol CISgX UbS Ag ETN | Buy | $1K-15K | 2017-03-17 | 2017-07-26 | 131d | — | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust PowerShares QQQ Trust, Series 1 | Sell | $1K-15K | 2017-03-13 | 2017-07-26 | 135d | +247.5% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account UbS Ag ETN | Buy | $1K-15K | 2017-03-13 | 2017-07-26 | 135d | — | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account iShares Nasdaq biotechnology Index Fund | Sell | $1K-15K | 2017-02-17 | 2017-07-26 | 159d | -120.2% | ||
David P. JoyceSP House · R · OH | DR S&P biotech ETF | Buy | $1K-15K | 2017-02-17 | 2017-07-26 | 159d | -108.5% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust iShares Russell 1000 growth ETF | Buy | $100K-250K | 2017-01-30 | 2017-07-26 | 177d | -221.5% | ||
David P. Joyce House · R · OH | Rollover iShares Russell 1000 growth ETF | Buy | $15K-50K | 2017-01-26 | 2017-07-26 | 181d | -219.4% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account iShares Russell 2000 ETF | Buy | $15K-50K | 2016-12-21 | 2017-07-26 | 217d | -136.5% | ||
David P. Joyce House · R · OH | David P. Joyce QSST Trust iShares Russell 2000 ETF | Sell | $1K-15K | 2016-10-19 | 2017-07-26 | 280d | -128.5% | ||
David P. Joyce House · R · OH | Rollover PowerShares Dynamic build & Construction | Buy | $1K-15K | 2016-10-19 | 2017-07-26 | 280d | +7.3% | ||
David P. Joyce House · R · OH | DPJ & KAJ joint account Qihoo 360 Technology Co. Ltd. American Depositary Shares, every 2 of which representing three Class A ordinary Shares | Exch | $1K-15K | 2016-07-18 | 2017-07-26 | 373d | — | ||
David P. Joyce House · R · OH | Rollover NorthStar Realty Europe Corp. | Sell | $1K-15K | 2016-05-23 | 2017-07-26 | 429d | — | ||
David P. Joyce House · R · OH | NorthStar Realty Finance Corp. Common Stock | Sell | $1K-15K | 2016-05-23 | 2017-07-26 | 429d | — |