Rep. Joe Courtney Stock Trades

Hon. Joe Courtney reported multiple transactions on 10/16/2020 involving inherited IRA assets, including the sale of Apple Inc. (AAPL) stock and Pimco FDS Income Institutional fund ($15,001-$50,000), along with purchases of various ETFs and mutual funds from Franklin, Vanguard, and other providers, all valued between $1,001-$50,000.

Rep. Joe Courtney (CT-02) executed a large rollover IRA rebalancing on 08/07/2020, selling positions in 40+ blue-chip stocks (including AAPL, MSFT, AMZN, GOOGL, JPM, DIS, V, WMT) and purchasing multiple ESG-focused mutual funds and ETFs. Most individual stock sales ranged $1,001–$15,000, with AMZN at $15,001–$50,000, while mutual fund/ETF purchases included several $15,001–$50,000 positions (Brown Advantage Sustainable Growth, Calvert Equity Fund, Calvert US Large Cap Value, IShares EAFE ESG, Nuveen ESG Large Cap Value, TIAA-CREF Impact Bond).

Rep. Joe Courtney (CT-02) executed a diversified portfolio of 42 stock transactions within a Rollover IRA account between December 31, 2019 and May 13, 2020, with all transactions valued between $1,001 and $15,000. The activity consisted predominantly of purchases of blue-chip stocks (including Apple, Microsoft, Amazon, Visa, JP Morgan Chase, and Home Depot) along with several partial sales of positions in Chubb, Keurig Dr Pepper, NextEra Energy, Sysco, and Total S.A.