|
David P. Joyce
|
house |
iShares Russell 2000 ETF (IWM) |
IWM |
ETF |
Sale
|
June 26, 2020 |
$$15,001 - $50,000 |
July 27, 2021 |
|
David P. Joyce
|
house |
iShares Core MSCI EAFE ETF (IEFA) |
IEFA |
ETF |
Sale
|
June 26, 2020 |
$$15,001 - $50,000 |
July 27, 2021 |
|
David P. Joyce
|
house |
SPDR S&P bank ETF (KbE) |
KBE |
ETF |
Purchase
|
June 8, 2020 |
$$1,001 - $15,000 |
July 27, 2021 |
|
David P. Joyce
|
house |
SPDR S&P 500 (SPY) |
SPY |
ETF |
Purchase
|
June 8, 2020 |
$$1,001 - $15,000 |
July 27, 2021 |
|
David P. Joyce
|
house |
Vanguard Russell 1000 ETF (VONE) |
VONE |
ETF |
Purchase
|
March 26, 2020 |
$$50,001 - $100,000 |
July 27, 2021 |
|
David P. Joyce
|
house |
SPDR S&P 500 (SPY) |
SPY |
ETF |
Purchase
|
March 11, 2020 |
$$1,001 - $15,000 |
July 27, 2021 |
|
David P. Joyce
|
house |
golub Capital bDC, Inc. (gbDC) |
GBDC |
STOCK |
Purchase
|
Feb. 25, 2020 |
$$1,001 - $15,000 |
July 27, 2021 |
|
David P. Joyce
|
house |
Fidelity Advisor Real Eastate Income Z FIKMX [OT] |
FIKMX |
FUND |
Purchase
|
Jan. 15, 2020 |
$$15,001 - $50,000 |
July 27, 2021 |
|
David P. Joyce
|
house |
FIDELITY LIMITED TERM MUNI INCOME FUND [OT] |
FLTMX |
FUND |
Purchase
|
Jan. 15, 2020 |
$$1,001 - $15,000 |
July 27, 2021 |
|
David P. Joyce
|
house |
iShares S&P 500 Value ETF (IVE) |
IVE |
ETF |
Purchase
|
Dec. 31, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
iShares Russell 2000 Value ETF (IWN) |
IWN |
ETF |
Purchase
|
Dec. 31, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Fidelity Advisor Real Estate Income Z (fikmx) |
FIKMX |
FUND |
Purchase
|
Dec. 31, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Fidelity Advisor Real Estate Income Z (fikmx) |
FIKMX |
FUND |
Purchase
|
Sept. 30, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Fidelity Advisor Real Estate income Z (fikmx) |
FIKMX |
FUND |
Purchase
|
Sept. 30, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
SPDR MidCap Trust Series I (MDY) |
MDY |
ETF |
Purchase
|
Sept. 20, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
iShares Core S&P Mid-Cap ETF (IJH) |
IJH |
ETF |
Purchase
|
July 24, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
iShares Core S&P Small-Cap ETF (IJR) |
IJR |
ETF |
Purchase
|
July 24, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
iShares Core S&P 500 ETF (IVV) |
IVV |
ETF |
Purchase
|
July 24, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
JPMorgan Chase Capital XVI |
|
PRIVATE EQUITY |
Purchase
|
July 8, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
SPDR S&P 500 (SPY) |
SPY |
ETF |
Purchase
|
June 21, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Vanguard FTSE Developed Markets ETF (VEA) |
VEA |
ETF |
Purchase
|
June 21, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
golub Capital bDC, Inc. (gbDC) |
GBDC |
STOCK |
Purchase
|
May 30, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Fidelity FL High Income (ffrhx) |
FFRHX |
FUND |
Sale
|
May 30, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
buckeye OH Cent Loc Sch Dist. |
|
BOND |
Purchase
|
April 3, 2019 |
$$50,001 - $100,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
bessemer AL gO bd. |
|
BOND |
Purchase
|
April 2, 2019 |
$$50,001 - $100,000 |
July 30, 2020 |