house · trading 2017-08-15 → 2021-05-17
*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 |
|---|---|---|---|---|---|---|
| 2021-05-17 | OT | BUY | $1K–$15K | — | — | — |
| 2021-05-04 | OT | SELL | $1K–$15K | — | — | — exit |
| 2021-04-19 | VEA | BUY | $1K–$15K | $51.22 | $69.76 2026-07-13 | +36.2% |
| 2021-04-12 | SCHD | BUY | $15K–$50K | $24.82 | $32.56 2026-07-13 | +31.2% |
| 2019-02-12 | SDY | SELL | $1K–$15K | $97.46 | $154.57 2026-07-13 | -58.6% exit |
| 2018-08-23 | REGL | BUY | $15K–$50K | $57.31 | $92.15 2026-07-13 | +60.8% |
| 2018-08-21 | VNQ | SELL | $15K–$50K | $83.61 | $97.83 2026-07-13 | -17.0% exit |
| 2017-08-15 | VMBS | BUY | $1K–$15K | $52.82 | $46.24 2026-07-13 | -12.5% |
| 2017-08-15 | VEA | BUY | $1K–$15K | $42.06 | $69.76 2026-07-13 | +65.9% |
| 2017-08-15 | LQD | BUY | $1K–$15K | $120.27 | $106.96 2026-07-13 | -11.1% |
| 2017-08-15 | IUSV | BUY | $1K–$15K | $51.19 | $111.88 2026-07-13 | +118.6% |
| 2017-08-15 | IUSG | BUY | $1K–$15K | $49.50 | $186.32 2026-07-13 | +276.4% |
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 |
|---|---|
| Charles J. "Chuck" Fleischmann | 4 · LQD, REGL, VNQ, SDY |
| John A. Yarmuth | 2 · VEA, VNQ |
| Carlos Curbelo | 2 · VEA, VNQ |
| Barbara J Honorable Comstock | 2 · VEA, VNQ |
| David A Perdue , Jr | 1 · VEA |
| James B. Renacci | 1 · LQD |
| Thomas R Carper | 1 · VEA |
| Virginia Foxx | 1 · SCHD |
| Greg Gianforte | 1 · OT |
| K. Michael Conaway | 1 · SDY |
| John Boozman | 1 · VEA |
| Kurt Schrader | 1 · VNQ |