Hakeem S. JeffriesHouse
U.S. Representative · NY-08 · D · 2017-08 → 2021-05
- Chamber
- House
- Party
- D
- State
- NY
- Trades
- 18 (10 buys · 8 sells)
- Estimated volume
- $285K
- Late filings
- 0% (0 of 18)
- Median filing lag
- 21 days
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
- $76K
- from $40K cost
- Estimated gain
- +$36K
- Up 91%
- Versus the S&P 500
- -$49K
- SPY would hold $125K
- Positions
- 5
- from 5 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | IUSGISHARES Core S&P u.S. Growth ETF | 2017-08-15 | $8K | $32K | +296% | 42% |
| 2 | IUSVMerrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES Core S&P u.S. Value ETF | 2017-08-15 | $8K | $17K | +117% | 23% |
| 3 | VEAMerrill Edge Guided Investing Traditional IRA Vanguard FTSE developed Markets ETF | 2017-08-15 | $8K | $14K | +69% | 18% |
| 4 | GOVTMerrill Edge Guided Investing Traditional IRA ISHARES u.S. Treasury bond ETF | 2017-08-15 | $8K | $7K | -14% | 9% |
| 5 | LQDMerrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES IbOXX $ Invt Grade Corp bond | 2017-08-15 | $8K | $7K | -15% | 9% |
Trades that mattered most
These 5 buys explain 100% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | LQD | Merrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES IbOXX $ Invt Grade Corp bond | 2017-08-15 | 9.1y | $1K-15K | -15% | -228% | |
| 2 | GOVT | Merrill Edge Guided Investing Traditional IRA ISHARES u.S. Treasury bond ETF | 2017-08-15 | 9.1y | $1K-15K | -14% | -226% | |
| 3 | VEA | Merrill Edge Guided Investing Traditional IRA Vanguard FTSE developed Markets ETF | 2017-08-15 | 9.1y | $1K-15K | +69% | -143% | |
| 4 | IUSV | Merrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES Core S&P u.S. Value ETF | 2017-08-15 | 9.1y | $1K-15K | +117% | -95% | |
| 5 | IUSG | ISHARES Core S&P u.S. Growth ETF | 2017-08-15 | 9.1y | $1K-15K | +296% | +84% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
18 of 18
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
—blackRock Lifepath Index 2035 K Fund
Hakeem S. JeffriesSP
House · D · NY
Sell$1K-15K
—Millennium Trust Company Traditional IRA
Hakeem S. JeffriesJT
House · D · NY
Sell·p$1K-15K
REGLap 400 Dividend Aristocrats ETF
Hakeem S. JeffriesJT
House · D · NY
Sell·p$1K-15K
-129.4% vs SPY
SDYSPDR S&P Dividend ETF
Hakeem S. Jeffries
House · D · NY
Sell·p$50K-100K
—Lord abbett Floating Rate Fund Class C
Hakeem S. Jeffries
House · D · NY
Sell·p$1K-15K
—Lord abbett Floating Rate Fund Class C
Hakeem S. JeffriesJT
House · D · NY
Buy$15K-50K
REGLap 400 Dividend aristocrats ETF
Hakeem S. JeffriesJT
House · D · NY
Sell·p$15K-50K
-161.7% vs SPY
VNQVanguard Real Estate ETF
Hakeem S. JeffriesJT
House · D · NY
Sell$1K-15K
—Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual)
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
+84.1% vs SPY
IUSGISHARES Core S&P u.S. Growth ETF
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
-95.3% vs SPY
IUSVMerrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES Core S&P u.S. Value ETF
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
-227.5% vs SPY
LQDMerrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES IbOXX $ Invt Grade Corp bond
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
-226.1% vs SPY
GOVTMerrill Edge Guided Investing Traditional IRA ISHARES u.S. Treasury bond ETF
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
-143.1% vs SPY
VEAMerrill Edge Guided Investing Traditional IRA Vanguard FTSE developed Markets ETF
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
Hakeem S. Jeffries House · D · NY | — | blackRock Lifepath Index 2035 K Fund | Buy | $1K-15K | 2021-05-17 | 2021-05-30 | 13d | — | |
Hakeem S. JeffriesSP House · D · NY | — | Millennium Trust Company Traditional IRA | Sell | $1K-15K | 2021-05-04 | 2021-05-30 | 26d | — | |
Hakeem S. Jeffries House · D · NY | — | VEA | Buy | $1K-15K | 2021-04-19 | 2021-04-25 | 6d | — | |
Hakeem S. Jeffries House · D · NY | — | SCHD | Buy | $15K-50K | 2021-04-12 | 2021-04-16 | 4d | — | |
Hakeem S. Jeffries House · D · NY | — | LARCX | Buy | $1K-15K | 2021-03-30 | 2021-04-10 | 11d | — | |
Hakeem S. JeffriesJT House · D · NY | — | REgL | Sell·p | $1K-15K | 2021-03-15 | 2021-04-10 | 26d | — | |
Hakeem S. JeffriesJT House · D · NY | ap 400 Dividend Aristocrats ETF | Sell·p | $1K-15K | 2020-11-25 | 2020-12-26 | 31d | — | ||
Hakeem S. JeffriesJT House · D · NY | SPDR S&P Dividend ETF | Sell·p | $1K-15K | 2019-02-12 | 2019-03-16 | 32d | -129.4% | ||
Hakeem S. Jeffries House · D · NY | — | Lord abbett Floating Rate Fund Class C | Sell·p | $50K-100K | 2018-12-24 | 2019-01-25 | 32d | — | |
Hakeem S. Jeffries House · D · NY | — | Lord abbett Floating Rate Fund Class C | Sell·p | $1K-15K | 2018-08-30 | 2018-09-29 | 30d | — | |
Hakeem S. JeffriesJT House · D · NY | ap 400 Dividend aristocrats ETF | Buy | $15K-50K | 2018-08-23 | 2018-09-19 | 27d | — | ||
Hakeem S. JeffriesJT House · D · NY | Vanguard Real Estate ETF | Sell·p | $15K-50K | 2018-08-21 | 2018-09-19 | 29d | -161.7% | ||
Hakeem S. JeffriesJT House · D · NY | — | Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual) | Sell | $1K-15K | 2018-06-15 | 2018-07-05 | 20d | — | |
Hakeem S. Jeffries House · D · NY | ISHARES Core S&P u.S. Growth ETF | Buy | $1K-15K | 2017-08-15 | 2017-09-05 | 21d | +84.1% | ||
Hakeem S. Jeffries House · D · NY | Merrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES Core S&P u.S. Value ETF | Buy | $1K-15K | 2017-08-15 | 2017-09-05 | 21d | -95.3% | ||
Hakeem S. Jeffries House · D · NY | Merrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES IbOXX $ Invt Grade Corp bond | Buy | $1K-15K | 2017-08-15 | 2017-09-05 | 21d | -227.5% | ||
Hakeem S. Jeffries House · D · NY | Merrill Edge Guided Investing Traditional IRA ISHARES u.S. Treasury bond ETF | Buy | $1K-15K | 2017-08-15 | 2017-09-05 | 21d | -226.1% | ||
Hakeem S. Jeffries House · D · NY | Merrill Edge Guided Investing Traditional IRA Vanguard FTSE developed Markets ETF | Buy | $1K-15K | 2017-08-15 | 2017-09-05 | 21d | -143.1% |