Transactions
4
Total transactions associated with this filer
Disclosed purchases
5
$115.0K – $300.0K
Average modeled return
+26.4%
1 modeled purchases
Average vs. S&P 500
-192.6%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 4 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| FB | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Facebook, Inc. - Class a (FB) | Jul 30, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| CSCO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Cisco Systems, Inc. (CSCO) | Jul 30, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| F | g fedcbF IlINg S TaTuS : New Ford Motor Company (F) | Jul 30, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| SCHP | ranSactionS iD owner asset transaction type notification Date amount SP Schwab u.S. TIPs ETF (SCHP) | Mar 13, 2018 | Purchase | $100.0K – $250.0K | 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.