Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| MUNI | Buy | Nuveen AMT | Mar 1, 2017 |
| AAPL | Sell | Apple Inc. 03/7/2017 | Feb 22, 2017 |
| T | Sell | AT&T Inc. 03/7/2017 | Feb 22, 2017 |
| BCE | Sell | BCE, Inc. 03/7/2017 | Feb 22, 2017 |
| GM | Sell | general Motors Company | Feb 22, 2017 |
| GSK | Sell | glaxoSmithKline PLC | Feb 22, 2017 |
| MSFT | Sell | Microsoft Corporation 03/7/2 | Feb 22, 2017 |
| LUV | Sell | Southwest Airlines Company 0 | Feb 22, 2017 |
| SUN | Sell | Sunoco LP Common Units repre | Feb 22, 2017 |
| WMT | Sell | Wal | Feb 22, 2017 |
Charlie Joseph Crist is a United States Representative from FL affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 12 disclosed stock trades from Charlie Joseph Crist, filed under the STOCK Act. The portfolio compounds at 11.1% annualized — 0.9% above the S&P 500 benchmark over the same period, with a 50% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Charlie Joseph Crist (D-FL) has disclosed 12 trades under the STOCK Act; portfolio CAGR of 11.1% (+0.9% vs. the S&P 500); top tickers traded: SUN, MUNI, AAPL.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: SUN, MUNI, AAPL. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 11.1% CAGR, +0.9% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Charlie Joseph Crist's disclosed stock portfolio is valued at approximately $9K across 1 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Charlie Joseph Crist's total net worth, not a complete measure of it.