|
David P. Joyce
|
house |
Delaware OH Cry Sch Dist. |
|
BOND |
Purchase
|
March 28, 2019 |
$$50,001 - $100,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
brookville OH Loc Sch Dist |
|
BOND |
Purchase
|
March 27, 2019 |
$$50,001 - $100,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
East Muskingum OH Loc Sch Dist. |
|
BOND |
Purchase
|
March 25, 2019 |
$$50,001 - $100,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Vanguard Short-Term Corporate bond ETF (VCSH) |
VCSH |
ETF |
Purchase
|
March 22, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Fidelity Limited Term Municipal Inc. (fstfx) |
FSTFX |
FUND |
Purchase
|
March 22, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Fidelity FL Rt High Income (ffhrx) |
FFHRX |
FUND |
Sale
|
March 22, 2019 |
$$100,001 - $250,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
iShares Core S&P 500 ETF (IVV) |
IVV |
ETF |
Purchase
|
March 4, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
iShares Core S&P Small-Cap ETF (IJR) |
IJR |
ETF |
Purchase
|
March 4, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
iShares Core MSCI EAFE ETF (IEFA) |
IEFA |
ETF |
Purchase
|
March 4, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
iShares Core S&P Mid-Cap ETF (IJH) |
IJH |
ETF |
Purchase
|
March 4, 2019 |
$$15,001 - $50,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale
|
Jan. 10, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale
|
Jan. 10, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Vanguard Information Tech ETF (VgT) |
VGT |
ETF |
Purchase
|
Jan. 10, 2019 |
$$1,001 - $15,000 |
July 30, 2020 |
|
David P. Joyce
|
house |
Aston/Fairpointe Mid Cap 1 fund |
|
FUND |
Sale
|
Dec. 21, 2018 |
$$100,001 - $250,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
golub Capital bDC, Inc. (gbDC) |
GBDC |
STOCK |
Purchase
|
Dec. 21, 2018 |
$$15,001 |
May 8, 2019 |
|
David P. Joyce
|
house |
iShares Russell 2000 ETF (IWM) |
IWM |
ETF |
Sale
|
Dec. 21, 2018 |
$$100,001 - $250,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
Vanguard/Windsor II Admiral P (vwnax) |
VWNAX |
FUND |
Purchase
|
Dec. 18, 2018 |
$$1,001 - $15,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
MAI Managed Volatility Fund (maipx) |
MAIPX |
FUND |
Purchase
|
Dec. 14, 2018 |
$$1,001 - $15,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
MAI Managed Volatility Fund (maipx) |
MAIPX |
FUND |
Purchase
|
Dec. 11, 2018 |
$$100,001 - $250,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
MAI Managed Volatility Fund (maipx) |
MAIPX |
FUND |
Purchase
|
Dec. 11, 2018 |
$$50,001 - $100,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
iShares Russell 2000 growth ETF (IWo) |
IWO |
ETF |
Sale
|
Dec. 11, 2018 |
$$15,001 - $50,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
SPDR bloomberg barclays High Yield bond ETF (JNK) |
JNK |
ETF |
Sale
|
Dec. 11, 2018 |
$$50,001 - $100,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale
|
Dec. 11, 2018 |
$$50,001 - $100,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
Templeton global bond |
TGBDX |
FUND |
Sale
|
Dec. 11, 2018 |
$$50,001 - $100,000 |
May 8, 2019 |
|
David P. Joyce
|
house |
Invesco Emerging Markets Sovereign Debt ETF (PCY) |
PCY |
ETF |
Sale
|
Dec. 11, 2018 |
$$15,001 - $50,000 |
May 8, 2019 |