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 |
|---|---|---|---|
| PEIYX | Sell | Inherited IRA ⇒ SP | Dec 9, 2024 |
| OTHER | Sell | Rollover IRA ⇒ SP | Oct 28, 2024 |
| OTHER | Sell | Inherited Brokerage Account | Oct 28, 2024 |
| OTHER | Sell | IRA ⇒ | Oct 23, 2024 |
| OTHER | Sell | Inherited Brokerage Account | Jun 6, 2024 |
| PEIYX | Sell | Inherited IRA ⇒ SP | Feb 29, 2024 |
| OTHER | Sell | Rollover IRA ⇒ SP | Jul 25, 2023 |
| OTHER | Sell | IRA ⇒ | Jul 25, 2023 |
| OTHER | Sell | Rollover IRA ⇒ SP | Jul 24, 2023 |
| OTHER | Sell | IRA ⇒ | Jul 24, 2023 |
Joe Courtney is a United States Representative from CT affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 100 disclosed stock trades from Joe Courtney, filed under the STOCK Act. The portfolio compounds at 7.8% annualized — 3.1% below the S&P 500 benchmark over the same period, with a 39% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Joe Courtney (D-CT) has disclosed 100 trades under the STOCK Act; portfolio CAGR of 7.8% (-3.1% vs. the S&P 500); top tickers traded: N/A, C, NEE.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, C, NEE. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 7.8% CAGR, -3.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Joe Courtney's disclosed stock portfolio is valued at approximately $194K across 17 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 Joe Courtney's total net worth, not a complete measure of it.