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Steve Stivers

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Transactions
32
Total transactions associated with this filer
Disclosed purchases
1
$0+
Average modeled return
+228.4%
1 of 1 purchases modeled
Average vs. S&P 500
-13.8%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

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

MARKET ANALYSIS

Modeled purchase performance · Since purchase

1 of 1 disclosed purchases have modeled returns for this period.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
VTI
g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Vanguard Total Stock Market ETF
Sep 1, 2017Nov 6, 2026+228.4%+242.2%-13.8%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 2 · 32 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
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- General Electric Co.
Oct 31, 2018sale$1.0K – $15.0KFiling ↗
BMY
BRISTOL MYERS SQUIBB CO
Oct 31, 2018sale$1.0K – $15.0KFiling ↗
JPM
JPMORGAN CHASE & CO
Oct 31, 2018sale$1.0K – $15.0KFiling ↗
VZ
VERIZON COMMUNICATIONS INC
Oct 31, 2018sale$1.0K – $15.0KFiling ↗
PG
PROCTER & GAMBLE Co
Oct 31, 2018sale$1.0K – $15.0KFiling ↗
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- Exxon Mobil Corp.
Oct 31, 2018sale$1.0K – $15.0KFiling ↗
XOM
ExxonMobil Holdings Corp
Sep 1, 2017saleNot disclosedFiling ↗
JPM
JPMORGAN CHASE & CO
Sep 1, 2017sale$1.0K – $15.0KFiling ↗
—
-- Exxon Mobile Corp
Sep 1, 2017sale$1.0K – $15.0KFiling ↗
BMY
BRISTOL MYERS SQUIBB CO
Sep 1, 2017saleNot disclosedFiling ↗
VTI
g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Vanguard Total Stock Market ETF
Sep 1, 2017purchaseNot disclosedFiling ↗
GE
GENERAL ELECTRIC CO
Sep 1, 2017sale$1.0K – $15.0KFiling ↗
JPM
JPMORGAN CHASE & CO
Sep 1, 2017saleNot disclosedFiling ↗
PG
PROCTER & GAMBLE Co
Sep 1, 2017saleNot disclosedFiling ↗
GE
GENERAL ELECTRIC CO
Sep 1, 2017saleNot disclosedFiling ↗
BMY
BRISTOL MYERS SQUIBB CO
Sep 1, 2017sale$1.0K – $15.0KFiling ↗
PG
PROCTER & GAMBLE Co
Sep 1, 2017sale$1.0K – $15.0KFiling ↗
PG
PROCTER & GAMBLE Co
Apr 10, 2017sale$1.0K – $15.0KFiling ↗
PG
PROCTER & GAMBLE Co
Jan 5, 2017sale$1.0K – $15.0KFiling ↗
PG
PROCTER & GAMBLE Co
Sep 16, 2016sale$15.0K – $50.0KFiling ↗
EEM
iShares MSCI Emerging Markets
Sep 14, 2016sale$1.0K – $15.0KFiling ↗
GE
GENERAL ELECTRIC CO
Sep 14, 2016sale$1.0K – $15.0KFiling ↗
PG
PROCTER & GAMBLE Co
Sep 14, 2016sale$1.0K – $15.0KFiling ↗
EFA
iShares MSCI EAFE ETF
Sep 14, 2016sale$1.0K – $15.0KFiling ↗
PG
PROCTER & GAMBLE Co
Jun 15, 2016sale$1.0K – $15.0KFiling ↗
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