Erik Paulsen portrait
House

Erik Paulsen

—

Transactions
54
Total transactions associated with this filer
Disclosed purchases
30
$72.0K – $555.0K
Average modeled return
+183.6%
27 of 30 purchases modeled
Average vs. S&P 500
-174.7%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

12 most recent modeled purchases. The summary and table include all modeled purchases.

MARKET ANALYSIS

Modeled purchase performance · Since purchase

27 of 30 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
AGG
Ishares Coreus Aggregate Bond Fund
Jul 10, 2014Nov 6, 2026+24.6%+359.2%-334.6%
AGG
Ishares Core US Aggregate Bond Fund
Jul 10, 2014Nov 6, 2026+24.6%+359.2%-334.6%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 3 of 3 · 54 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
—
Target 401K SIP 500 Index
Jun 17, 2014sale$15.0K – $50.0KFiling ↗
—
Target 401K Small Company Stock Index Fund
Jun 17, 2014sale$15.0K – $50.0KFiling ↗
—
Target 401K Int'l Stock Index Fund
Jun 17, 2014sale$1.0K – $15.0KFiling ↗
—
Target 401K Target Corp Commonstock Fund
Jun 17, 2014sale$15.0K – $50.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
No annual disclosure is currently associated with this filer.
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. Read the modeling methodology · Review data sources and coverage · Explore other politicians