Transactions
92
Total transactions associated with this filer
Disclosed purchases
89
$71.0K – $240.0K
Average modeled return
+142.4%
42 modeled purchases
Average vs. S&P 500
-42.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| QQQ | g fedcF ILINg S TATUS : New S UbHoLDINg o F : Rita M. Joyce IRA Invesco QQQ Trust, Series 1 (QQQ) | Mar 29, 2018 | Sep 21, 2026 | +386.5% | +234.1% | +152.4% |
| QQQ | g fedcF ILINg S TATUS : New S UbHoLDINg o F : David P. Joyce Trust Invesco QQQ Trust, Series 1 (QQQ) | Mar 29, 2018 | Sep 21, 2026 | +386.5% | +234.1% | +152.4% |
| QQQ | g fedcF ILINg S TATUS : New S UbHoLDINg o F : David P. Joyce QSST Trust Invesco QQQ Trust, Series 1 (QQQ) | Mar 29, 2018 | Sep 21, 2026 | +386.5% | +234.1% | +152.4% |
| IWF | F ILINg S TATUS : New S UbHoLDINg o F : Rollover iShares Russell 1000 growth ETF (IWF) | Jan 26, 2017 | Sep 21, 2026 | +398.7% | +292.3% | +106.4% |
| IWF | F ILINg S TATUS : New S UbHoLDINg o F : David P. Joyce QSST Trust iShares Russell 1000 growth ETF (IWF) | Jan 30, 2017 | Sep 21, 2026 | +401.2% | +295.4% | +105.8% |
| VONE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Vanguard Russell 1000 ETF (VONE) | Mar 26, 2020 | Mar 15, 2024 | +106.8% | +22.8% | +84.0% |
| PAVE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account global X Funds global X U.S. Infrastructure Development ETF (PAVE) | Dec 11, 2020 | Nov 29, 2024 | +124.1% | +46.0% | +78.1% |
| PAVE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust global X Funds global X U.S. Infrastructure Development ETF (PAVE) | Dec 9, 2020 | Nov 29, 2024 | +122.4% | +46.0% | +76.4% |
| PPA | F S : New S O : DPJ & KAJ joint account Invesco Aerospace & Defense ETF (PPA) | May 19, 2022 | May 14, 2026 | +151.4% | +84.6% | +66.8% |
| IVE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Rita M. Joyce IRA iShares S&P 500 Value ETF (IVE) | Dec 31, 2019 | Dec 19, 2023 | +45.3% | +14.0% | +31.3% |
| IJH | g fedcF ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust iShares Core S&P Mid-Cap E TF(IJH) | Mar 4, 2019 | Sep 18, 2026 | +113.5% | +88.9% | +24.6% |
| IJH | g fedcF ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust iShares Core S&P Mid-Cap E TF(IJH) | Jul 24, 2019 | Sep 18, 2026 | +104.8% | +88.9% | +15.9% |
| IWN | g fedcF ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust iShares Russell 2000 Valu e ETF(IWN) | Dec 31, 2019 | Sep 18, 2026 | +90.1% | +88.9% | +1.3% |
| IVV | g fedcF ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust iShares Core S&P 500 ETF (IVV) | Mar 4, 2019 | Sep 21, 2026 | +211.2% | +210.0% | +1.2% |
| IVV | g fedcF ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust iShares Core S&P 500 ETF (IVV) | Jul 24, 2019 | Sep 21, 2026 | +185.7% | +184.7% | +1.0% |
| SPY | g fedcF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account SPDR S&P 500 (SPY) | Mar 11, 2020 | Sep 21, 2026 | +209.8% | +209.8% | +0.0% |
| SPY | g fedcF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account SPDR S&P 500 (SPY) | Jun 21, 2019 | Sep 21, 2026 | +191.9% | +191.9% | +0.0% |
| SPY | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account SPDR S&P 500 (SPY) | Jun 8, 2020 | Sep 21, 2026 | +161.5% | +161.5% | +0.0% |
| SPY | g fedcF ILINg S TATUS : New S UbHoLDINg o F : DPJ & KAJ joint account SPDR S&P 500 (SPY) | Oct 26, 2018 | Sep 21, 2026 | +228.3% | +228.3% | +0.0% |
| SPY | g fedcF ILINg S TATUS : New S UbHoLDINg o F : DPJ & KAJ joint account SPDR S&P 500 (SPY) | Jul 12, 2017 | Sep 21, 2026 | +265.4% | +265.4% | +0.0% |
| SPY | F ILINg S TATUS : New S UbHoLDINg o F : Rollover D ESCRIPTIoN : Cash payout from merge r in lieu of stockSPDR MidCap Trust Series I (MDY) S 07/7/2017 07/26/2017 $1,001 - $15,000 F ILINg S TATUS : New S UbHoLDINg o F : DPJ & KAJ joint account SPDR S&P 500 (SPY) P 07/7/2017 07/26/2017 $1,001 - $15,000 F ILINg S TATUS : New S UbHoLDINg o F : DPJ & KAJ joint account SPDR S&P bank ETF (KbE) | Mar 17, 2017 | Sep 21, 2026 | +277.9% | +277.9% | +0.0% |
| MDY | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account SPDR MidCap Trust Series I (MDY) | Sep 14, 2021 | Sep 21, 2026 | +45.9% | +86.6% | -40.8% |
| VCSH | g fedcF ILINg S TATUS : New S UbHoLDINg o F : DPJ & KAJ joint account Vanguard Short-Term Corporate bond ETF (VCSH) | Dec 11, 2018 | Sep 18, 2026 | +26.8% | +88.9% | -62.0% |
| VCSH | g fedcF ILINg S TATUS : New S UbHoLDINg o F : David P. Joyce Trust Vanguard Short-Term Corporate bond ETF (VCSH) | Dec 11, 2018 | Sep 18, 2026 | +26.8% | +88.9% | -62.0% |
| VCSH | g fedcF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account Vanguard Short-Term Corporate bond ETF (VCSH) | Mar 22, 2019 | Sep 18, 2026 | +22.8% | +88.9% | -66.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 92 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BLK | BlackRock, Inc. (BLK) | Jun 30, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| XBI | F S : New S O : Rita M. Joyce IRA SPDR Series Trust SPDR S&P Biotech ETF (XBI) | Jun 30, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| GBDC | Golub Capital BDC, Inc. - Closed End Fund (GBDC) | Jun 30, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| TRP | F S : New S O : Rollover TC Energy Corporation (TRP) | Jun 23, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| C | F S : New S O : Rollover Citigroup, Inc. (C) | Jun 22, 2023 | Sale | $1.0K – $15.0K | Filing ↗ |
| IWF | F S : New S O : David P. Joyce QSST Trust iShares Russell 1000 Growth ETF (IWF) | Jun 19, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| GBDC | F S : New S O : David P. Joyce QSST Trust Golub Capital BDC, Inc. - Closed End Fund (GBDC) | Jun 19, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| IWF | F S : New S O : David P. Joyce Trust iShares Russell 1000 Growth ETF (IWF) | Jun 19, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| BA | F S : New S O : Rollover Boeing Company (BA) | Jun 19, 2023 | Sale | $15.0K – $50.0K | Filing ↗ |
| VCSH | F S : New S O : Rollover Vanguard Short-Term Corporate Bond ETF (VCSH) | Jul 14, 2022 | Purchase | $15.0K – $50.0K | Filing ↗ |
| GBDC | F S : New S O : Rita M. Joyce IRA Golub Capital BDC, Inc. (GBDC) | Jul 14, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| GBDC | F S : New S O : Rollover Golub Capital BDC, Inc. (GBDC) | Jul 12, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| PAVE | Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) | May 19, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| PPA | F S : New S O : DPJ & KAJ joint account Invesco Aerospace & Defense ETF (PPA) | May 19, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| VCSH | Vanguard Short-Term Corporate Bond ETF (VCSH) | May 17, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| MDY | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account SPDR MidCap Trust Series I (MDY) | Sep 14, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMJ | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) | Sep 14, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| PAVE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account global X Funds global X U.S. Infrastructure Development ETF (PAVE) | Dec 11, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| PAVE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust global X Funds global X U.S. Infrastructure Development ETF (PAVE) | Dec 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IEFA | g fedcF ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust iShares Core MSCI EAFE ETF (IEFA) | Jun 26, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| IVV | g fedcF ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust iShares Core S&P 500 ETF (IVV) | Jun 26, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| SPY | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account SPDR S&P 500 (SPY) | Jun 8, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| VONE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Vanguard Russell 1000 ETF (VONE) | Mar 26, 2020 | Purchase | $50.0K – $100.0K | Filing ↗ |
| SPY | g fedcF ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account SPDR S&P 500 (SPY) | Mar 11, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FIKMX | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Fidelity Advisor Real Eastate Income Z FIKMX | Jan 15, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078592 | 179 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.