|
Joe Courtney
|
house |
Vanguard Total Stock Market ETF (VTI) |
VTI |
ETF |
Sale
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) |
PUTW |
ETF |
Sale
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Pimco Municipal Bond Fund - PMUPX |
PMUPX |
FUND |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares U.S. Medical Devices ETF (IHI) |
IHI |
ETF |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Rivernorth Funds Doubleline Strategic Income |
RNDSX |
FUND |
Sale
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares International Select Dividend ETF (IDV) |
IDV |
ETF |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares Core S&P 500 ETF (IVV) |
IVV |
ETF |
Purchase
|
Oct. 9, 2020 |
$$15,001 - $50,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares MSCI EAFE growth ETF (EFg) |
EFG |
ETF |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
SPDR Blackstone gSO Senior Loan S ETF (SRLN) |
SRLN |
ETF |
Sale
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
goldman Sachs Dynamic Muni Income Fund |
GDMI |
FUND |
Sale
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Eaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest (EVV) |
EVV |
FUND |
Sale
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Blackrock Technologies Opportunity Fund - BgSIX |
BgSIX |
FUND |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Energy Transfer LP Common Units (ET) |
ET |
STOCK |
Sale
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Ford Motor Company (F) |
F |
STOCK |
Sale
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
global X Super Dividend ETF (DIV) |
DIV |
ETF |
Sale
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares 7-10 Year Treasury Bond ETF (IEF) |
IEF |
ETF |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares Core MSCI EAFE ETF (IEFA) |
IEFA |
ETF |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares Core S&P Small-Cap ETF (IJR) |
IJR |
ETF |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares ESG Aware MSCI USA ETF (ESGU) |
ESGU |
ETF |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares MSCI USA Min Vol Factor ETF (USMV) |
USMV |
ETF |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
iShares MSCI USA Value Factor ETF (VLUE) |
VLUE |
ETF |
Purchase
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Nintendo Co Ltd ADR (NTDOY) |
NTDOY |
STOCK |
Sale
|
Oct. 9, 2020 |
$$15,001 - $50,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Pimco Investments Income Inst'l (PIMIX) |
PIMIX |
FUND |
Sale
|
Oct. 9, 2020 |
$$15,001 - $50,000 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Hartford Core Equity Fund |
HNEIX |
FUND |
Purchase
|
Oct. 9, 2020 |
$$15,001 |
Nov. 6, 2020 |
|
Joe Courtney
|
house |
Blackrock Emerging Markets Fund - MADCX |
MADCX |
FUND |
P
|
Oct. 9, 2020 |
$$1,001 - $15,000 |
Nov. 6, 2020 |