Congress Watch

Carlos Curbelo stock trades

Carlos Curbelo is a member of the U.S. House (Republican, FL). Filings in this dataset run from 2015-08-24 to 2018-10-03 and list 402 stock transactions: 230 purchases and 172 sales. The median filing came 28 days after the trade; 117 of 403 were filed after the 45-day deadline.

Backtest copying Carlos Curbelo this year

402transactions
230purchases
172sales
28 dmedian delay to file

What copying Carlos Curbelo would have returned

$10,000 invested on 2015-08-24, buying and selling the same stocks 3 days after each filing became public, ended at $20,861 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $42,748.

That headline is diluted by cash: on average only 78% of the money was invested, because the portfolio holds a few small positions. On the 2,817 days it did hold stocks, the copied holdings returned +7.1% a year against +13.5% for the S&P 500 over the same days: 6.4 percentage points behind the index.

+7.1%copied holdings, per year
+13.5%S&P 500, same days
78%avg share invested
136trades executed
Value of $10,000 copying Carlos Curbelo versus the S&P 5007,51317,35327,19337,03346,8722015-082021-042026-11Copy portfolioS&P 500 (SPY)Buy CSCO, 2015-08-27Buy XOM, 2015-08-27Buy AMP, 2015-09-14Buy CMBS, 2015-09-14Buy HACK, 2015-09-14Buy MDT, 2015-09-14Buy NKE, 2015-09-14Buy PANW, 2015-09-14Buy XLE, 2015-09-14Buy AN, 2015-09-18Sell XLE, 2015-09-24Buy NFLX, 2015-09-24Buy CMBS, 2015-11-16Buy NFLX, 2015-11-16Buy CSCO, 2016-01-08Buy AAPL, 2016-01-11Buy AN, 2016-01-11Buy CSX, 2016-01-11Buy CSCO, 2016-02-01Buy DIS, 2016-02-01Buy WYNN, 2016-02-01Buy XOM, 2016-02-01Sell NFLX, 2016-03-28Buy AAPL, 2016-03-28Buy AMP, 2016-03-28Buy BA, 2016-03-28Sell AAPL, 2016-06-20Sell AMP, 2016-06-20Sell BA, 2016-06-20Sell CMBS, 2016-06-20Sell DIS, 2016-06-20Sell MDT, 2016-06-20Sell NKE, 2016-06-20Sell PANW, 2016-06-20Buy CMCSA, 2016-06-20Buy FSLR, 2016-06-20Buy HD, 2016-06-20Buy HLT, 2016-06-20Buy IBB, 2016-06-20Buy PCY, 2016-06-20Buy FSLR, 2016-06-24Buy CSX, 2016-07-08Buy FSLR, 2016-07-08Sell WYNN, 2016-07-18Buy CMBS, 2016-09-19Buy GOOGL, 2016-09-19Buy FSLR, 2016-10-10Sell AN, 2016-11-18Buy FSLR, 2016-11-18Buy PBR, 2016-11-18Sell CSCO, 2016-12-12Buy FSLR, 2016-12-12Buy PBR, 2016-12-12Sell CMCSA, 2017-01-13Sell GOOGL, 2017-01-13Sell HLT, 2017-01-13Sell IBB, 2017-01-13Buy ACN, 2017-01-13Buy ADBE, 2017-01-13Buy AMP, 2017-01-13Buy ASHS, 2017-01-13Buy BDX, 2017-01-13Buy BLK, 2017-01-13Sell CSX, 2017-02-03Buy OPK, 2017-02-10Buy OPK, 2017-03-06Buy FSLR, 2017-04-10Sell ADBE, 2017-06-05Sell AMP, 2017-06-05Sell BDX, 2017-06-05Sell CMBS, 2017-06-05Sell PCY, 2017-06-05Buy AMT, 2017-06-05Buy CSX, 2017-06-05Buy MDLZ, 2017-06-05Buy TROW, 2017-06-05Sell TROW, 2017-07-17Buy IYR, 2017-07-17Buy ORLY, 2017-07-17Buy ROBO, 2017-07-17Buy IYR, 2017-08-24Sell MDLZ, 2017-09-21Buy OPK, 2017-10-06Sell ACN, 2017-11-06Sell AMT, 2017-11-06Sell BLK, 2017-11-06Sell CSX, 2017-11-06Sell HD, 2017-11-06Sell ORLY, 2017-11-06Buy DIA, 2017-11-06Buy DIS, 2017-11-06Buy IJH, 2017-11-06Buy IJR, 2017-11-06Buy IWF, 2017-11-06Buy V, 2017-11-06Buy GOGO, 2017-12-18Buy GE, 2018-01-19Sell DIA, 2018-02-08Sell IJH, 2018-02-08Sell IWF, 2018-02-08Sell IYR, 2018-02-08Sell V, 2018-02-08Buy IJR, 2018-02-08Buy MDLZ, 2018-02-08Buy VEA, 2018-02-08Buy XLE, 2018-02-08Buy XLF, 2018-02-08Sell IJR, 2018-04-02Sell ROBO, 2018-04-02Buy DIA, 2018-04-02Buy GE, 2018-04-02Buy IJR, 2018-04-02Buy GE, 2018-05-29Sell DIS, 2018-06-25Buy GOGO, 2018-06-25Sell DIA, 2018-08-06Sell MDLZ, 2018-08-06Sell VEA, 2018-08-06Sell XLE, 2018-08-06Sell XLF, 2018-08-06Buy AMZN, 2018-08-06Buy BMY, 2018-08-06Buy BUD, 2018-08-06Buy EMGF, 2018-08-06Buy EMLC, 2018-08-06Sell PBR, 2018-08-16Sell DIS, 2018-09-28Sell EMGF, 2018-09-28Sell EMLC, 2018-09-28Sell IJR, 2018-09-28Buy AAP, 2018-09-28Buy ACN, 2018-09-28Buy ADBE, 2018-09-28Buy AKAM, 2018-09-28Buy AMP, 2018-09-28Sell FSLR, 2018-10-08

Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).

Gain or loss by month

Monthly return copying Carlos CurbeloJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +2.3%Feb 2026: +0.5%Mar 2026: -3.3%Apr 2026: +2.2%May 2026: +6.4%Jun 2026: -1.5%Jul 2026: +3.8%Aug 2026: -0.5%Sep 2026: -3.2%Oct 2026: +1.9%Nov 2026: -0.1%Dec 2026: no activity2025Jan 2025: +5.0%Feb 2025: -2.3%Mar 2025: -2.5%Apr 2025: -2.9%May 2025: +7.5%Jun 2025: +3.5%Jul 2025: +0.5%Aug 2025: -0.7%Sep 2025: -0.2%Oct 2025: +1.0%Nov 2025: -1.4%Dec 2025: +0.6%2024Jan 2024: +0.1%Feb 2024: +1.9%Mar 2024: +1.9%Apr 2024: -1.8%May 2024: -0.0%Jun 2024: +1.4%Jul 2024: +2.3%Aug 2024: +0.8%Sep 2024: +1.1%Oct 2024: -1.6%Nov 2024: +4.2%Dec 2024: -2.9%2023Jan 2023: +6.1%Feb 2023: -3.5%Mar 2023: +1.9%Apr 2023: -0.1%May 2023: +0.6%Jun 2023: +5.1%Jul 2023: +0.9%Aug 2023: -0.8%Sep 2023: -2.2%Oct 2023: -2.9%Nov 2023: +5.4%Dec 2023: +1.9%2022Jan 2022: -5.0%Feb 2022: -0.9%Mar 2022: +4.5%Apr 2022: -7.2%May 2022: +1.5%Jun 2022: -7.2%Jul 2022: +5.8%Aug 2022: -4.8%Sep 2022: -8.0%Oct 2022: +8.5%Nov 2022: +1.8%Dec 2022: -4.5%2021Jan 2021: +3.3%Feb 2021: -1.7%Mar 2021: +1.1%Apr 2021: +3.9%May 2021: +1.8%Jun 2021: +1.9%Jul 2021: -0.7%Aug 2021: +3.3%Sep 2021: -1.8%Oct 2021: +3.8%Nov 2021: -2.3%Dec 2021: +2.6%2020Jan 2020: -1.1%Feb 2020: -6.0%Mar 2020: -8.6%Apr 2020: +8.5%May 2020: +3.7%Jun 2020: +5.8%Jul 2020: +5.9%Aug 2020: +1.9%Sep 2020: -0.5%Oct 2020: -3.4%Nov 2020: +9.8%Dec 2020: +1.5%2019Jan 2019: +7.6%Feb 2019: +1.4%Mar 2019: +1.7%Apr 2019: +2.3%May 2019: -5.6%Jun 2019: +4.0%Jul 2019: +0.7%Aug 2019: -3.5%Sep 2019: +3.5%Oct 2019: -1.2%Nov 2019: +2.0%Dec 2019: +2.7%2018Jan 2018: +2.7%Feb 2018: -6.4%Mar 2018: +4.2%Apr 2018: +0.6%May 2018: -1.1%Jun 2018: -8.4%Jul 2018: +2.5%Aug 2018: +0.5%Sep 2018: -6.2%Oct 2018: -7.1%Nov 2018: +0.1%Dec 2018: -8.0%2017Jan 2017: +4.2%Feb 2017: +5.0%Mar 2017: -4.7%Apr 2017: +1.5%May 2017: +4.6%Jun 2017: +1.6%Jul 2017: +7.8%Aug 2017: -1.3%Sep 2017: +2.6%Oct 2017: +6.5%Nov 2017: +2.8%Dec 2017: +3.3%2016Jan 2016: -7.2%Feb 2016: +5.0%Mar 2016: +4.8%Apr 2016: -0.4%May 2016: +1.8%Jun 2016: -0.8%Jul 2016: +4.3%Aug 2016: -3.4%Sep 2016: +1.9%Oct 2016: -3.1%Nov 2016: +0.5%Dec 2016: +1.1%2015Jan 2015: no activityFeb 2015: no activityMar 2015: no activityApr 2015: no activityMay 2015: no activityJun 2015: no activityJul 2015: no activityAug 2015: +0.1%Sep 2015: -0.1%Oct 2015: +2.9%Nov 2015: +2.3%Dec 2015: -2.5%

Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.

224 copy orders were not placed (no price history, no cash left or the position limit was reached) and 22 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.

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Activity by year

Disclosed stock transactions per year, Carlos Curbelo01002002015: 4520152016: 7920162017: 13820172018: 1402018

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Carlos CurbeloJanFebMarAprMayJunJulAugSepOctNovDec2018Jan 2018: 4 tradesFeb 2018: 11 tradesMar 2018: 14 tradesApr 2018: no activityMay 2018: 6 tradesJun 2018: 6 tradesJul 2018: 4 tradesAug 2018: 27 tradesSep 2018: 67 tradesOct 2018: 1 tradeNov 2018: no activityDec 2018: no activity2017Jan 2017: 46 tradesFeb 2017: 1 tradeMar 2017: 1 tradeApr 2017: 4 tradesMay 2017: no activityJun 2017: 14 tradesJul 2017: 7 tradesAug 2017: 28 tradesSep 2017: 4 tradesOct 2017: 1 tradeNov 2017: 30 tradesDec 2017: 2 trades2016Jan 2016: 9 tradesFeb 2016: 1 tradeMar 2016: 12 tradesApr 2016: no activityMay 2016: no activityJun 2016: 23 tradesJul 2016: 4 tradesAug 2016: 1 tradeSep 2016: 6 tradesOct 2016: 1 tradeNov 2016: 11 tradesDec 2016: 10 trades2015Jan 2015: no activityFeb 2015: no activityMar 2015: no activityApr 2015: no activityMay 2015: no activityJun 2015: no activityJul 2015: no activityAug 2015: 2 tradesSep 2015: 37 tradesOct 2015: no activityNov 2015: 6 tradesDec 2015: no activity

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2018 · 2017 · 2016 · 2015

Most traded stocks

StockTradesBuysSales
FSLR First Solar, Inc. - Common Stock 20191
FB Facebook, Inc. 936
DIS Walt Disney Company 945
AMP Ameriprise Financial, Inc. Common Stock 954
CMBS iShares CMBS Bond ETF 853
XLE SPDR Select Sector Fund - Energy... 743
PBR Petroleo Brasileiro s.a.- Petrobras 761
BAC Bank of America Corporation Common Stock 707
MMP Magellan Midstream Partners L.P.... 633
MDT Medtronic plc. Ordinary Shares 642
IJR iShares Core S&P Small-Cap ETF 642
GOOGL Alphabet Inc. - Class A Common Stock 624
CSX CSX Corporation 642
ATVI Activision Blizzard, Inc - Common Stock 633
AAPL Apple Inc. - Common Stock 633

Disclosed transactions

Download stock and fund transactions as CSV · Compare Carlos Curbelo with another member

FiledTradedTypeAssetAmountFiling
2016-10-072016-10-03Buy FSLR First Solar, Inc. - Common Stock $1,001 - $15,000 Source
2016-09-162016-07-22Buy YUM Yum! Brands, Inc. $1,001 - $15,000 Source
2016-09-162016-07-22Buy VOO Vanguard S&P 500 ETF $1,001 - $15,000 Source
2016-09-162016-07-22Sale PANW Palo Alto Networks, Inc. $1,001 - $15,000 Source
2016-09-162016-07-22Buy GOOGL Alphabet Inc. - Class A Common Stock $1,001 - $15,000 Source
2016-09-162016-07-22Buy CMBS iShares CMBS Bond ETF $1,001 - $15,000 Source
2016-09-162016-07-22Sale AET aetna Inc. $1,001 - $15,000 Source
2016-08-012016-08-02Buy WFM Whole Foods Market, Inc. $1,001 - $15,000 Source
2016-07-142016-07-13Sale WYNN Wynn Resorts, Limited - Common Stock $1,001 - $15,000 Source
2016-07-052016-06-24Buy FSLR First Solar, Inc. - Common Stock $1,001 - $15,000 Source
2016-07-052016-06-24Buy CSX CSX Corporation $1,001 - $15,000 Source
2016-07-052016-06-20Buy FSLR First Solar, Inc. - Common Stock $1,001 - $15,000 Source
2016-06-212016-06-21Buy FSLR First Solar, Inc. - Common Stock $1,001 - $15,000 Source
2016-06-162016-05-25Sale XLE SPDR Select Sector Fund - Energy Select Sector $1,001 - $15,000 Source
2016-06-162016-05-25Sale PKW PowerShares Buyback Achievers $1,001 - $15,000 Source
2016-06-162016-05-25Buy PCY PowerShares Emerging Markets Sovereign... $1,001 - $15,000 Source
2016-06-162016-05-25Sale PANW Palo Alto Networks, Inc. $1,001 - $15,000 Source
2016-06-162016-05-25Sale NKE Nike, Inc. Common Stock $1,001 - $15,000 Source
2016-06-162016-05-25Sale MMP Magellan Midstream Partners L.P. Limited... $1,001 - $15,000 Source
2016-06-162016-05-25Sale MDT Medtronic plc. Ordinary Shares $1,001 - $15,000 Source
2016-06-162016-05-25Buy IBB iShares Nasdaq Biotechnology Index Fund $1,001 - $15,000 Source
2016-06-162016-05-25Buy HLT Hilton Worldwide Holdings Inc. Common Stock $1,001 - $15,000 Source
2016-06-162016-05-25Buy HD Home Depot, Inc. $1,001 - $15,000 Source
2016-06-162016-05-25Sale GOOGL Alphabet Inc. - Class A Common Stock $1,001 - $15,000 Source
2016-06-162016-05-25Sale DIS Walt Disney Company $1,001 - $15,000 Source
2016-06-162016-05-25Buy CMCSA Comcast Corporation - Class A Common Stock $1,001 - $15,000 Source
2016-06-162016-05-25Sale CMBS iShares CMBS Bond ETF $1,001 - $15,000 Source
2016-06-162016-05-25Sale BA Boeing Company $1,001 - $15,000 Source
2016-06-162016-05-25Sale ATVI Activision Blizzard, Inc - Common Stock $1,001 - $15,000 Source
2016-06-162016-05-25Sale AMP Ameriprise Financial, Inc. Common Stock $1,001 - $15,000 Source
2016-06-162016-05-25Buy AET aetna Inc. $1,001 - $15,000 Source
2016-06-162016-05-25Sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2016-06-162016-04-29Sale IDEXY Industria De Diseno Textil Inditex ADR (IDEXY) $1,001 - $15,000 Source
2016-06-162016-04-29Buy FSLR First Solar, Inc. - Common Stock $1,001 - $15,000 Source
2016-06-162016-04-29Sale ELUXY aB Electrolux Class B american... $1,001 - $15,000 Source
2016-03-222016-03-09Buy XLE SPDR Select Sector Fund - Energy Select Sector $1,001 - $15,000 Source
2016-03-222016-03-09Buy SPG Simon Property Group, Inc. Common Stock $1,001 - $15,000 Source
2016-03-222016-03-09Buy PKW PowerShares Buyback Achievers $1,001 - $15,000 Source
2016-03-222016-03-09Buy NKE Nike, Inc. Common Stock $1,001 - $15,000 Source
2016-03-222016-03-09Sale NFLX Netflix, Inc. - Common Stock $1,001 - $15,000 Source
2016-03-222016-03-09Buy MMP Magellan Midstream Partners L.P. Limited... $1,001 - $15,000 Source
2016-03-222016-03-09Buy DIS Walt Disney Company $1,001 - $15,000 Source
2016-03-222016-03-09Buy CMBS iShares CMBS Bond ETF $1,001 - $15,000 Source
2016-03-222016-03-09Buy BA Boeing Company $1,001 - $15,000 Source
2016-03-222016-03-09Buy ATVI Activision Blizzard, Inc - Common Stock $1,001 - $15,000 Source
2016-03-222016-03-09Buy AMP Ameriprise Financial, Inc. Common Stock $1,001 - $15,000 Source
2016-03-222016-03-09Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2016-02-112015-12-09Sale MMP Magellan Midstream Partners L.P. Limited... $1,001 - $15,000 Source
2016-01-282016-01-15Buy XOM Exxon Mobil Corporation Common Stock $1,001 - $15,000 Source
2016-01-282016-01-15Buy WYNN Wynn Resorts, Limited - Common Stock $1,001 - $15,000 Source
2016-01-282016-01-15Buy WFM Whole Foods Market, Inc. $1,001 - $15,000 Source
2016-01-282016-01-15Buy DIS Walt Disney Company $1,001 - $15,000 Source
2016-01-282016-01-15Buy CSCO Cisco Systems, Inc. - Common Stock $1,001 - $15,000 Source
2016-01-072016-01-07Buy CSX CSX Corporation $1,001 - $15,000 Source
2016-01-072016-01-07Buy AN AutoNation, Inc. $1,001 - $15,000 Source
2016-01-072016-01-07Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2016-01-052016-01-04Buy CSCO Cisco Systems, Inc. - Common Stock $1,001 - $15,000 Source
2015-11-122015-10-23Buy NFLX Netflix, Inc. - Common Stock $1,001 - $15,000 Source
2015-11-122015-10-23Buy MMP Magellan Midstream Partners L.P. Limited... $1,001 - $15,000 Source
2015-11-122015-10-23Sale GOOGL Alphabet Inc. - Class A Common Stock $1,001 - $15,000 Source
2015-11-122015-10-23Sale FB Facebook, Inc. $1,001 - $15,000 Source
2015-11-122015-10-23Buy CMBS iShares CMBS Bond ETF $1,001 - $15,000 Source
2015-11-122015-10-23Sale ATVI Activision Blizzard, Inc - Common Stock $1,001 - $15,000 Source
2015-09-212015-08-27Buy NFLX Netflix, Inc. - Common Stock $1,001 - $15,000 Source
2015-09-212015-08-21Sale UTX United Technologies Corporation $1,001 - $15,000 Source
2015-09-212015-08-17Sale XLE SPDR Select Sector Fund - Energy Select Sector $1,001 - $15,000 Source
2015-09-152015-09-04Buy AN AutoNation, Inc. $1,001 - $15,000 Source
2015-09-092015-07-14Sale XLK sPDR select sector Fund - Technology $1,001 - $15,000 Source
2015-09-092015-07-14Buy XLE SPDR Select Sector Fund - Energy Select Sector $1,001 - $15,000 Source
2015-09-092015-07-14Sale VNQ Vanguard Real Estate ETF $1,001 - $15,000 Source
2015-09-092015-07-14Buy PANW Palo Alto Networks, Inc. $1,001 - $15,000 Source
2015-09-092015-07-14Buy MDT Medtronic plc. Ordinary Shares $1,001 - $15,000 Source
2015-09-092015-07-14Buy CMBS iShares CMBS Bond ETF $1,001 - $15,000 Source
2015-09-092015-07-14Buy ATVI Activision Blizzard, Inc - Common Stock $1,001 - $15,000 Source
2015-09-092015-07-14Sale AMP Ameriprise Financial, Inc. Common Stock $1,001 - $15,000 Source
2015-09-092015-07-14Sale MoRgaN STaNLEY CaPITaL gRoWTH CL I $1,001 - $15,000 Source
2015-09-092015-07-14Buy LaZaRd INTERNaTIoNaL EQUITY STRaTEgIES FUNd $1,001 - $15,000 Source
2015-09-092015-07-14Sale JoHN HaNCoCK dISCIPLINEd VaLUE MId CaP FUNd CLaSS $1,001 - $15,000 Source
2015-09-092015-07-14Sale CoHEN & STEERS PREFERREd SEC & INC FUNd I $1,001 - $15,000 Source
2015-09-092015-07-14Buy Baron Real Estate Fund Instl Class $1,001 - $15,000 Source
2015-09-092015-07-07Sale HACK PureFunds ISE Cyber Security ETF $1,001 - $15,000 Source
2015-09-092015-06-18Buy HACK PureFunds ISE Cyber Security ETF $1,001 - $15,000 Source
2015-09-092015-06-18Sale ADSK Autodesk, Inc. - Common Stock $1,001 - $15,000 Source
2015-09-092015-04-17Sale RALS ProShares RaFI Long Short ETF $1,001 - $15,000 Source
2015-09-092015-04-17Buy NKE Nike, Inc. Common Stock $1,001 - $15,000 Source
2015-09-092015-04-17Buy MDT Medtronic plc. Ordinary Shares $1,001 - $15,000 Source
2015-09-092015-04-17Sale INDA Ishares MSCI India ETF $1,001 - $15,000 Source
2015-09-092015-04-17Sale FXC guggenheim CurrencyShares Canadian Dollar Trust $1,001 - $15,000 Source
2015-09-092015-04-17Sale EWW iShares MSCI Mexico Capped Investable... $1,001 - $15,000 Source
2015-09-092015-04-17Sale CMBS iShares CMBS Bond ETF $1,001 - $15,000 Source
2015-09-092015-04-17Sale AXP American Express Company Common Stock $1,001 - $15,000 Source
2015-09-092015-04-17Buy AMP Ameriprise Financial, Inc. Common Stock $1,001 - $15,000 Source
2015-09-092015-04-17Sale UNdISCoVEREd Mg BH VL SL FBoId 51078322760 $1,001 - $15,000 Source
2015-09-092015-04-17Sale THE HaRTFoRd gRoWTH oPPoRTUNITIES FUNd $1,001 - $15,000 Source
2015-09-092015-04-17Buy PIMCo INVESTMENT gRadE CoRPoRaTE BoNd FUNd $1,001 - $15,000 Source
2015-09-092015-04-17Buy MoRgaN STaNLEY INST FRoNTIER EMERgINg $1,001 - $15,000 Source
2015-09-092015-04-17Buy MoRgaN STaNLEY CaPITaL gRoWTH CL I $1,001 - $15,000 Source
2015-09-092015-04-17Buy MFS SER TR V INTL NEW dISCoVERY Fd CL I $1,001 - $15,000 Source
2015-09-092015-04-17Buy LaZaRd INTERNaTIoNaL EQUITY STRaTEgIES FUNd $1,001 - $15,000 Source
2015-09-092015-04-17Sale JoHN HaNCoCK dISCIPLINEd VaLUE MId CaP FUNd CLaSS $1,001 - $15,000 Source

Other members from FL

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Common questions

Did Carlos Curbelo beat the market?
Copying Carlos Curbelo's disclosed stock trades 3 days after each filing returned +7.1% a year on the days the money was invested, against +13.5% for the S&P 500 over the same days: 6.4 percentage points behind the index. This is a hypothetical backtest from 2015-08-24 to 2026-11-09, not investment advice.
How many stock trades has Carlos Curbelo disclosed?
Carlos Curbelo disclosed 402 stock transactions between 2015-08-24 and 2018-10-03: 230 purchases and 172 sales.
Which stocks does Carlos Curbelo trade most?
The most traded stocks in Carlos Curbelo's filings are FSLR (20), FB (9) and DIS (9), by number of transactions.
How quickly does Carlos Curbelo report trades?
The median filing came 28 days after the trade. 117 of 403 filings arrived after the 45-day deadline.

Atom feed of Carlos Curbelo's new filings