Joe Courtney
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.
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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-14 | $806.1K – $2.8M |
| 2024 | 2025-05-14 | $851.1K – $2.9M |
| 2023 | 2024-05-13 | $805.1K – $2.7M |
| 2022 | 2023-05-09 | $702.1K – $2.4M |
| 2021 | 2022-05-13 | $739.1K – $2.4M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-04-05 | MFC | Sell | — | $1K - $15K | 2022-04-12 | 7d |
| 2020-10-16 | AAPL | Sell | SP | $1K - $15K | 2020-11-16 | 31d |
| 2020-10-09 | BABA | Sell | SP | $15K - $50K | 2020-11-06 | 28d |
| 2020-10-09 | BTZ | Sell | SP | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | DSU | Sell | SP | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | EVV | Sell | SP | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | ET | Sell | SP | $1K - $15K | 2020-11-06 | 28d |
| 2020-10-09 | F | Sell | SP | $1K - $15K | 2020-11-06 | 28d |
| 2020-08-07 | TFC | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | ABT | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | GOOGL | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | AMZN | Sell | SP | $15K - $50K | 2020-08-27 | 20d |
| 2020-08-07 | AMT | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | AAPL | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | BLK | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | COF | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | CVX | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | CSCO | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | C | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | STZ | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | COST | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | DHR | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | FISV | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | HLT | Sell | SP | $1K - $15K | 2020-08-27 | 20d |
| 2020-08-07 | HD | Sell | SP | $1K - $15K | 2020-08-27 | 20d |