house · trading 2015-04-28 → 2024-11-19
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2019-03-04 | IEFA | BUY | $15K–$50K | $60.38 | $100.77 2026-08-27 | +66.9% |
| 2019-01-10 | VGT | BUY | $1K–$15K | $21.49 | $121.91 2026-08-27 | +467.2% |
| 2019-01-10 | QQQ | SELL | $1K–$15K | $161.28 | $721.11 2026-08-27 | -347.1% exit |
| 2016-01-11 | TAMRO | SELL | $1K–$15K | — | — | — exit |
| 2016-01-11 | SMCP | SELL | $1K–$15K | — | — | — exit |
| 2016-01-11 | MLP | SELL | $1K–$15K | $5.07 | $15.84 2026-08-27 | -6.1% rt |
| 2016-01-11 | EAFE | SELL | $1K–$15K | — | — | — exit |
| 2015-12-30 | TAMRO | BUY | $1K–$15K | — | — | — |
| 2015-12-21 | TSC | BUY | $1K–$15K | — | — | — |
| 2015-12-10 | WISDM | BUY | $1K–$15K | — | — | — |
| 2015-12-10 | VWO | BUY | $1K–$15K | $32.48 | $61.01 2026-08-27 | +87.8% |
| 2015-12-10 | VTI | BUY | $1K–$15K | $105.31 | $380.63 2026-08-27 | +261.4% |
| 2015-12-10 | SMCP | BUY | $1K–$15K | — | — | — |
| 2015-12-10 | MLP | BUY | $1K–$15K | $5.39 | $15.84 2026-08-27 | +193.9% |
| 2015-12-10 | EEM | BUY | $1K–$15K | $32.46 | $67.61 2026-08-27 | +108.3% |
| 2015-12-10 | EAFE | BUY | $1K–$15K | — | — | — |
| 2015-12-01 | MLP | BUY | $1K–$15K | $5.40 | $15.84 2026-08-27 | +193.3% |
| 2015-11-02 | NSREY | BUY | $1K–$15K | — | — | — |
| 2015-11-02 | NSRE | BUY | $1K–$15K | — | — | — |
| 2015-10-07 | JPM | BUY | $1K–$15K | $62.13 | $354.22 2026-08-27 | +470.1% |
| 2015-10-07 | ADBE | BUY | $1K–$15K | $80.65 | $289.15 2026-08-27 | +258.5% |
| 2015-08-13 | OXY | BUY | $1K–$15K | $72.81 | $59.17 2026-08-27 | -18.7% |
| 2015-08-13 | GSK | BUY | $1K–$15K | $43.89 | $50.27 2026-08-27 | +14.5% |
| 2015-06-08 | CMCSA | BUY | $1K–$15K | $27.12 | $26.41 2026-08-27 | -2.6% |
| 2015-06-08 | CMCSA | BUY | $1K–$15K | $27.12 | $26.41 2026-08-27 | -2.6% |
| 2015-05-27 | X | BUY | $1K–$15K | — | — | — |
| 2015-05-27 | KORS | BUY | $1K–$15K | — | — | — |
| 2015-05-27 | JPM | BUY | $1K–$15K | $66.47 | $354.22 2026-08-27 | +432.9% |
| 2015-05-21 | X | BUY | $1K–$15K | — | — | — |
| 2015-05-21 | XOM | BUY | $1K–$15K | $87.21 | $156.44 2026-08-27 | +79.4% |
| 2015-04-28 | TWC | BUY | $1K–$15K | — | — | — |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| John Boozman | 16 · IJR, IVV, MDY, QQQ, SPY, VEA |
| Thomas R Carper | 14 · IJR, IVV, IWN, SPY, VEA, KBE |
| David A Perdue , Jr | 10 · SPY, VEA, IWM, BA, C, TRP |
| Kurt Schrader | 10 · SPY, BA, BLK, C, VWO, ADBE |
| Kenny Marchant | 10 · SPY, IWM, BA, C, ADBE, CMCSA |
| Alan S. Lowenthal | 9 · CS, IWN, SPY, BA, BLK, C |
| Thomas H Tuberville | 9 · IVV, QQQ, XBI, ADBE, GSK, JPM |
| Carlos Curbelo | 9 · IJH, IJR, VEA, BA, BLK, IWF |
| James B. Renacci | 8 · IVV, SPY, C, ADBE, CMCSA, GSK |
| SUSAN M COLLINS | 8 · BA, BLK, C, CMCSA, JPM, OXY |
| Kevin Hern | 8 · CS, SPY, BA, BLK, ADBE, CMCSA |
| Rohit Khanna | 8 · SPY, C, ADBE, CMCSA, GSK, JPM |