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.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 3 · 54 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| ALU | Alcatel Lucent, Common stock | Sep 22, 2015 | sale | Not disclosed | Filing ↗ |
| — | American Century Investments ROTH IRA New Opp Small Cap | Jun 30, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| — | American Century Investments ROTH IRA New Opp Small Cap | Jun 19, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | CISCO SYSTEMS, INC. | Sep 22, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| — | CoCo CoCo, Common stock | Sep 22, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| GENC | Gencor Industries | Sep 22, 2015 | sale | Not disclosed | Filing ↗ |
| — | Gencore, Common Stock | Oct 13, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| IVV | iShares Core S&P 500 ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| AGG | Ishares Core US Aggregate Bond | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| AGG | Ishares Core US Aggregate Bond Fund | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| AGG | Ishares Coreus Aggregate Bond Fund | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| GSG | Ishares GSCI Community Indexed ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| TIP | iShares TIPS Bond ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| IWM | iShares Russell 2000 ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| AGG | Isheres Core US Aggregate Bond Fund | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| EFA | iShares MSCI EAFE ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| IVW | iShares S&P 500 Growth ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| IVE | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Rita M. Joyce IRA iShares S&P 500 Value ETF | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| ITOT | Isheres S:P Total U.S. Stock | Jul 10, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| TIP | iShares TIPS Bond ETF | Sep 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Key Bank IRA | Oct 3, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Minnesota State Retirement System Fixed Interest | Aug 28, 2014 | sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
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