David P. Joyce
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 2026-06-26. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -1.1% | -1.7% | +0.6% |
| 1 month | -1.2% | -2.2% | +1.0% |
| 1 quarter | +13.8% | +13.8% | -0.1% |
| Year to date | +9.6% | +8.0% | +1.6% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-26). 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 |
|---|---|---|
| 2024 | 2025-08-13 | $1.7M – $6.3M |
| 2023 | 2024-08-12 | $1.7M – $6.3M |
| 2022 | 2023-08-12 | $1.7M – $6.3M |
| 2021 | 2022-08-12 | $1.7M – $6.3M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2023-06-30 | BLK | Sell | — | $15K - $50K | 2024-08-06 | 403d late |
| 2023-06-30 | GBDC | Sell | — | $1K - $15K | 2024-08-06 | 403d late |
| 2023-06-23 | TRP | Sell | — | $1K - $15K | 2024-08-06 | 410d late |
| 2023-06-22 | C | Sell | — | $1K - $15K | 2024-08-06 | 411d late |
| 2023-06-19 | BA | Sell | — | $15K - $50K | 2024-08-06 | 414d late |
| 2023-06-19 | GBDC | Sell | — | $15K - $50K | 2024-08-06 | 414d late |
| 2022-07-14 | GBDC | Sell | — | $15K - $50K | 2024-08-06 | 754d late |
| 2022-07-12 | GBDC | Sell | — | $15K - $50K | 2024-08-06 | 756d late |
| 2021-09-14 | MDY | Buy | — | $1K - $15K | 2021-09-30 | 16d |
| 2020-06-08 | SPY | Buy | — | $1K - $15K | 2021-07-27 | 414d late |
| 2020-03-11 | SPY | Buy | — | $1K - $15K | 2021-07-27 | 503d late |
| 2020-02-25 | GBDC | Buy | — | $1K - $15K | 2021-07-27 | 518d late |
| 2019-09-20 | MDY | Buy | — | $1K - $15K | 2020-07-30 | 314d late |
| 2019-06-21 | SPY | Buy | — | $1K - $15K | 2020-07-30 | 405d late |
| 2019-05-30 | GBDC | Buy | — | $15K - $50K | 2020-07-30 | 427d late |
| 2019-01-10 | QQQ | Sell | — | $1K - $15K | 2020-07-30 | 567d late |