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Joe Courtney

Representative

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-24. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week -1.4% -0.8% -0.6%
1 month +4.3% -1.9% +6.1%
1 quarter +10.1% +12.3% -2.2%
Year to date +14.7% +7.8% +6.9%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-24). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
HLT 20 $7K 82.2%
PEP 10 $1.4K 16.3%
FISV 3 $132 1.6%

Net worth

Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.

Latest net worth (band)
$806.1K – $2.8M
Reporting year
2025
Disclosed assets
77
Disclosed liabilities
0

Net worth band by reporting year

2021 2022 2023 2024 2025
Year Net worth band
2025 $806.1K – $2.8M
2024 $851.1K – $2.9M
2023 $805.1K – $2.7M
2022 $702.1K – $2.4M
2021 $739.1K – $2.4M

Recent stock trades

Disclosed trades
86
Avg. disclosure lag
105 days
Filed past 45-day deadline
50%
Date Stock Type Amount
2022-04-05 MFC Sell $1K - $15K
2020-10-16 AAPL Sell $1K - $15K
2020-10-09 BABA Sell $15K - $50K
2020-10-09 BTZ Sell $1K - $15K
2020-10-09 DSU Sell $1K - $15K
2020-10-09 EVV Sell $1K - $15K
2020-10-09 ET Sell $1K - $15K
2020-10-09 F Sell $1K - $15K
2020-08-07 TFC Sell $1K - $15K
2020-08-07 ABT Sell $1K - $15K
2020-08-07 GOOGL Sell $1K - $15K
2020-08-07 AMZN Sell $15K - $50K
2020-08-07 AMT Sell $1K - $15K
2020-08-07 AAPL Sell $1K - $15K
2020-08-07 BLK Sell $1K - $15K
2020-08-07 COF Sell $1K - $15K
2020-08-07 CVX Sell $1K - $15K
2020-08-07 CSCO Sell $1K - $15K
2020-08-07 C Sell $1K - $15K
2020-08-07 STZ Sell $1K - $15K
2020-08-07 COST Sell $1K - $15K
2020-08-07 DHR Sell $1K - $15K
2020-08-07 FISV Sell $1K - $15K
2020-08-07 HLT Sell $1K - $15K
2020-08-07 HD Sell $1K - $15K