house · trading 2015-01-08 → 2016-10-28
*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 |
|---|---|---|---|---|---|---|
| 2015-12-18 | VYM | BUY | $1K–$15K | $66.01 | $160.86 2026-07-13 | +143.7% |
| 2015-12-09 | AMLP | SELL | $1K–$15K | $56.80 | $53.69 2026-07-13 | +5.5% exit |
| 2015-12-04 | VFH | BUY | $1K–$15K | $50.35 | $137.24 2026-07-13 | +172.6% |
| 2015-10-29 | IYLD | SELL | $15K–$50K | $24.03 | $22.05 2026-07-13 | -7.3% rt |
| 2015-10-29 | KMI | SELL | $1K–$15K | $27.20 | $32.24 2026-07-13 | -18.5% exit |
| 2015-09-22 | BRK.B | BUY | $1K–$15K | $129.30 | $496.85 2026-07-13 | +284.3% |
| 2015-09-11 | MGK | SELL | $1K–$15K | $16.08 | $87.69 2026-07-13 | -445.3% exit |
| 2015-09-01 | DIA | BUY | $15K–$50K | $160.46 | $524.47 2026-07-13 | +226.8% |
| 2015-09-01 | DIA | BUY | $1K–$15K | $160.46 | $524.47 2026-07-13 | +226.8% |
| 2015-08-26 | MGK | SELL | $1K–$15K | $15.84 | $87.69 2026-07-13 | -453.6% exit |
| 2015-08-05 | SCD | SELL | $15K–$50K | $14.38 | $15.44 2026-07-13 | -7.4% exit |
| 2015-08-05 | SCD | SELL | $1K–$15K | $14.38 | $15.44 2026-07-13 | -7.4% exit |
| 2015-06-30 | IXP | SELL | $1K–$15K | $62.14 | $117.58 2026-07-13 | -89.2% exit |
| 2015-06-03 | RWL | BUY | $1K–$15K | $41.91 | $130.73 2026-07-13 | +211.9% |
| 2015-04-23 | SDY | SELL | $15K–$50K | $78.97 | $154.57 2026-07-13 | -95.7% exit |
| 2015-03-30 | RDIV | BUY | $1K–$15K | $29.83 | $60.19 2026-07-13 | +101.8% |
| 2015-03-30 | IYLD | BUY | $15K–$50K | $25.91 | $22.05 2026-07-13 | -14.9% |
| 2015-02-12 | AAPL | SELL | $15K–$50K | $31.61 | $317.31 2026-07-13 | -903.7% exit |
| 2015-01-27 | XLV | BUY | $1K–$15K | $70.80 | $161.41 2026-07-13 | +128.0% |
| 2015-01-27 | TDIV | BUY | $1K–$15K | $26.86 | $112.96 2026-07-13 | +320.6% |
| 2015-01-08 | PKW | BUY | $15K–$50K | $48.23 | $143.80 2026-07-13 | +198.2% |
| 2015-01-08 | PKW | BUY | $1K–$15K | $48.23 | $143.80 2026-07-13 | +198.2% |
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 |
|---|---|
| K. Michael Conaway | 9 · AAPL, COP, DIA, QQQ, SPY, HD |
| David A Perdue , Jr | 8 · AAPL, KMI, COP, SPY, CL, HD |
| Josh Gottheimer | 7 · AAPL, KMI, COP, SPY, HD, BRK.B |
| Carlos Curbelo | 7 · AAPL, KMI, DIA, PKW, CL, HD |
| Patrick J Toomey | 7 · AAPL, QQQ, SPY, SDY, XLV, AMLP |
| John Boozman | 6 · AAPL, QQQ, SPY, CL, HD, AMZN |
| Kurt Schrader | 6 · AAPL, SPY, HD, XLV, BRK.B, AMZN |
| Kenny Marchant | 6 · AAPL, KMI, COP, SPY, BRK.B, AMZN |
| Markwayne Mullin | 6 · AAPL, COP, SPY, HD, BRK.B, AMZN |
| Rohit Khanna | 6 · AAPL, SPY, CL, HD, BRK.B, AMZN |
| Mike Kelly | 6 · AAPL, SPY, HD, VXUS, BRK.B, AMZN |
| Marjorie Taylor Greene | 6 · AAPL, KMI, QQQ, HD, BRK.B, AMZN |