|
Joe Courtney
|
house |
Calvert Equity Fund |
CSIEX |
FUND |
Purchase
|
Aug. 7, 2020 |
$$15,001 - $50,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Calvert uS large Cap Value Responsible Index |
CLV |
ETF |
Purchase
|
Aug. 7, 2020 |
$$15,001 - $50,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Capital One Financial Corporation (COF) |
COF |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Chevron Corporation (CVX) |
CVX |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Cisco Systems, Inc. (CSCO) |
CSCO |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Citigroup, Inc. (C) |
C |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Constellation brands, Inc. (STZ) |
STZ |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Costco Wholesale Corporation (COST) |
COST |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
CRA Qualified Investment Fund |
|
FUND |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
CRA Qualified Investment Fund |
|
FUND |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
danaher Corporation (dHR) |
DHR |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
delaware Corporate bond |
|
BOND |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
delaware Corporate bond |
|
BOND |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
delaware Small Cap Core |
|
FUND |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
delaware Small Cap Core Fund |
DSCFX |
FUND |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Fidelity Advisor Total bond |
FATBX |
FUND |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Fiserv, Inc. (FISV) |
FI |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
guggenheim Total Return |
GOAL |
FUND |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Hilton Worldwide Holdings Inc. (HLT) |
HLT |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Home depot, Inc. (HD) |
HD |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
Honeywell International Inc. (HON) |
HON |
STOCK |
Sale
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
ISH USD High Yield Corporate bond |
IHY |
ETF |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
IShares MSCI EM ESG Optimized |
ESGD |
ETF |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
IShares Trust MSCI EAFE ESG Optimized |
EAFA |
ETF |
Purchase
|
Aug. 7, 2020 |
$$15,001 - $50,000 |
Aug. 27, 2020 |
|
Joe Courtney
|
house |
IShares US Treasury bond |
GOVT |
ETF |
Purchase
|
Aug. 7, 2020 |
$$1,001 - $15,000 |
Aug. 27, 2020 |