Congress Watch

Joe Courtney stock trades

Joe Courtney is a member of the U.S. House (Democrat, CT). Filings in this dataset run from 2020-07-29 to 2022-04-12 and list 164 stock transactions: 91 purchases and 73 sales. The median filing came 28 days after the trade; 46 of 164 were filed after the 45-day deadline.

Backtest copying Joe Courtney this year

164transactions
91purchases
73sales
28 dmedian delay to file

What copying Joe Courtney would have returned

$10,000 invested on 2020-07-29, buying and selling the same stocks 3 days after each filing became public, ended at $16,725 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $24,104.

That headline is diluted by cash: on average only 77% of the money was invested, because the portfolio holds a few small positions. On the 1,576 days it did hold stocks, the copied holdings returned +9.9% a year against +14.9% for the S&P 500 over the same days: 5.0 percentage points behind the index.

+9.9%copied holdings, per year
+14.9%S&P 500, same days
77%avg share invested
54trades executed
Value of $10,000 copying Joe Courtney versus the S&P 5009,24213,40917,57621,74225,9092020-072023-092026-11Copy portfolioS&P 500 (SPY)Buy AAPL, 2020-08-03Buy ABT, 2020-08-03Buy AMT, 2020-08-03Buy AMZN, 2020-08-03Buy BLK, 2020-08-03Buy C, 2020-08-03Buy CB, 2020-08-03Buy COF, 2020-08-03Buy COST, 2020-08-03Buy CSCO, 2020-08-03Buy CVX, 2020-08-03Buy DHR, 2020-08-03Buy DIS, 2020-08-03Buy FISV, 2020-08-03Buy GOOGL, 2020-08-03Buy HD, 2020-08-03Buy HLT, 2020-08-03Buy HON, 2020-08-03Buy JPM, 2020-08-03Buy KDP, 2020-08-03Sell AAPL, 2020-08-31Sell ABT, 2020-08-31Sell AMT, 2020-08-31Sell AMZN, 2020-08-31Sell BLK, 2020-08-31Sell C, 2020-08-31Sell COF, 2020-08-31Sell COST, 2020-08-31Sell CSCO, 2020-08-31Sell CVX, 2020-08-31Sell DHR, 2020-08-31Sell DIS, 2020-08-31Sell FISV, 2020-08-31Sell GOOGL, 2020-08-31Sell HD, 2020-08-31Sell HLT, 2020-08-31Sell HON, 2020-08-31Sell JPM, 2020-08-31Sell KDP, 2020-08-31Buy EFG, 2020-11-09Buy ESGU, 2020-11-09Buy IEFA, 2020-11-09Buy IHI, 2020-11-09Buy IJR, 2020-11-09Buy IVV, 2020-11-09Buy USMV, 2020-11-09Buy VLUE, 2020-11-09Buy XSOE, 2020-11-09Buy FLCB, 2020-11-19Buy FLCO, 2020-11-19Buy FLQL, 2020-11-19Buy VEA, 2020-11-19Buy VOO, 2020-11-19Buy VWO, 2020-11-19

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 Joe CourtneyJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +2.2%Feb 2026: +2.1%Mar 2026: -4.7%Apr 2026: +5.9%May 2026: +3.1%Jun 2026: +1.2%Jul 2026: -0.6%Aug 2026: +1.7%Sep 2026: -1.8%Oct 2026: +0.4%Nov 2026: -1.6%Dec 2026: no activity2025Jan 2025: +2.2%Feb 2025: +0.3%Mar 2025: -1.7%Apr 2025: -0.5%May 2025: +3.5%Jun 2025: +2.7%Jul 2025: -0.6%Aug 2025: +2.6%Sep 2025: +2.2%Oct 2025: +0.9%Nov 2025: +1.1%Dec 2025: +0.8%2024Jan 2024: +0.6%Feb 2024: +2.5%Mar 2024: +2.5%Apr 2024: -3.1%May 2024: +3.4%Jun 2024: +0.5%Jul 2024: +2.3%Aug 2024: +1.9%Sep 2024: +1.5%Oct 2024: -1.9%Nov 2024: +3.0%Dec 2024: -2.9%2023Jan 2023: +4.7%Feb 2023: -2.9%Mar 2023: +1.1%Apr 2023: +1.0%May 2023: -2.0%Jun 2023: +3.9%Jul 2023: +2.4%Aug 2023: -2.2%Sep 2023: -2.8%Oct 2023: -1.8%Nov 2023: +6.2%Dec 2023: +3.8%2022Jan 2022: -3.6%Feb 2022: -1.6%Mar 2022: +1.2%Apr 2022: -5.6%May 2022: +0.8%Jun 2022: -5.6%Jul 2022: +4.0%Aug 2022: -2.9%Sep 2022: -6.4%Oct 2022: +5.5%Nov 2022: +5.4%Dec 2022: -2.7%2021Jan 2021: +0.1%Feb 2021: +2.0%Mar 2021: +1.8%Apr 2021: +2.9%May 2021: +1.0%Jun 2021: +0.5%Jul 2021: +0.7%Aug 2021: +1.8%Sep 2021: -3.2%Oct 2021: +3.6%Nov 2021: -2.2%Dec 2021: +3.6%2020Jan 2020: no activityFeb 2020: no activityMar 2020: no activityApr 2020: no activityMay 2020: no activityJun 2020: no activityJul 2020: +0.0%Aug 2020: +6.0%Sep 2020: -0.3%Oct 2020: +0.5%Nov 2020: +1.0%Dec 2020: +3.4%

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.

58 copy orders were not placed (no price history, no cash left or the position limit was reached) and 50 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, Joe Courtney01002002020: 16220202022: 22022

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Joe CourtneyJanFebMarAprMayJunJulAugSepOctNovDec2022Jan 2022: no activityFeb 2022: no activityMar 2022: no activityApr 2022: 2 tradesMay 2022: no activityJun 2022: no activityJul 2022: no activityAug 2022: no activitySep 2022: no activityOct 2022: no activityNov 2022: no activityDec 2022: no activity2021Jan 2021: no activityFeb 2021: no activityMar 2021: no activityApr 2021: no activityMay 2021: no activityJun 2021: no activityJul 2021: no activityAug 2021: no activitySep 2021: no activityOct 2021: no activityNov 2021: no activityDec 2021: no activity2020Jan 2020: no activityFeb 2020: no activityMar 2020: no activityApr 2020: no activityMay 2020: no activityJun 2020: no activityJul 2020: 46 tradesAug 2020: 36 tradesSep 2020: no activityOct 2020: no activityNov 2020: 30 tradesDec 2020: no activity

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

By year: 2020

Most traded stocks

StockTradesBuysSales
NEE NextEra Energy, Inc. Common Stock 312
KDP Keurig Dr Pepper Inc. 312
CB Chubb Limited Common Stock 312
C Citigroup, Inc. Common Stock 321
AAPL Apple Inc. - Common Stock 312
ZTS Zoetis Inc. Class A Common Stock 211
WMT Walmart Inc. - Common Stock 211
V Visa Inc. 211
UNP Union Pacific Corporation Common Stock 211
TOT TOTAL S.A. 211
TMO Thermo Fisher Scientific Inc Common Stock 211
TFC Truist Financial Corporation Common Stock 211
SYY Sysco Corporation 211
STZ Constellation Brands, Inc. Common Stock 211
SHW Sherwin-Williams Company 211

Disclosed transactions

Download stock and fund transactions as CSV · Compare Joe Courtney with another member

FiledTradedTypeAssetAmountFiling
2022-04-122022-04-05Sale MFC Manulife Financial Corporation $1,001 - $15,000 Source
2022-04-122022-03-03Sale PBCT People's United Financial Inc. (NASDAQ) $15,001 - $50,000 Source
2020-11-162020-10-16Sale Pimco FDS Income Institutional $15,001 - e $50,000 Source
2020-11-162020-10-16Buy VOO Vanguard S&P 500 ETF $15,001 - c $50,000 Source
2020-11-162020-10-16Buy VEA Vanguard FTSE Developed Markets ETF $1,001 - $15,000 g Source
2020-11-162020-10-16Buy ISHARES u.S. Treasury bond ETF $1,001 - $15,000 g Source
2020-11-162020-10-16Sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 g Source
2020-11-162020-10-16Buy Templeton Developing Markets Trust $1,001 - $15,000 g Source
2020-11-162020-10-16Sale T Rowe Price blue Chip growth $1,001 - $15,000 g Source
2020-11-162020-10-16Sale Loomis Sayles Senior Float Rate $1,001 - $15,000 g Source
2020-11-162020-10-16Buy Franklin growth Fund Advantage $1,001 - $15,000 g Source
2020-11-162020-10-16Buy FLCO Franklin Liberty Investment grade Corporate ETF $1,001 - $15,000 f Source
2020-11-162020-10-16Buy goldman Sachs International Equity Insights $1,001 - $15,000 f Source
2020-11-162020-10-16Buy JP Morgan Mortgage backed Securities $1,001 - $15,000 f Source
2020-11-162020-10-16Sale Federated MDT Small Cap growth $1,001 - $15,000 f Source
2020-11-162020-10-16Buy VWO Vanguard FTSE Emerging Markets ETF $1,001 - $15,000 e Source
2020-11-162020-10-16Sale SPTM SPDR Portfolio S&P 1500 Composite Stock... $1,001 - $15,000 e Source
2020-11-162020-10-16Buy FLQL Franklin LibertyQ U.S. Equity ETF $1,001 - $15,000 d Source
2020-11-162020-10-16Buy FLCB Franklin Liberty U.S. Core bond ETF $1,001 - $15,000 c Source
2020-11-162020-10-16Sale WCM Focused International growth $1,001 - $15,000 c Source
2020-11-162020-10-16Buy Franklin Small Cap growth Fund $1,001 - $15,000 c Source
2020-11-162020-10-16Buy Franklin Small Cap Value Fund $1,001 - $15,000 c Source
2020-11-162020-10-16Buy Franklin International growth Advisor Class $1,001 - $15,000 c Source
2020-11-062020-10-09Buy IVV iShares Core S&P 500 ETF $15,001 - g $50,000 Source
2020-11-062020-10-09Sale NTDOY Nintendo Co Ltd ADR $15,001 - f $50,000 Source
2020-11-062020-10-09Sale BABA Alibaba Group Holding Limited American Depositary $15,001 - f $50,000 Source
2020-11-062020-10-09Sale Pimco Investments Income Inst'l $15,001 - f $50,000 Source
2020-11-062020-10-09Buy Hartford Core Equity Fund - HgIIX $15,001 - c $50,000 Source
2020-11-062020-10-09Sale VTI Vanguard Total Stock Market ETF $1,001 - $15,000 g Source
2020-11-062020-10-09Sale VIG Vanguard Div Appreciation ETF $1,001 - $15,000 g Source
2020-11-062020-10-09Sale PUTW WisdomTree CBOE S&P 500 PutWrite Strategy Fund $1,001 - $15,000 g Source
2020-11-062020-10-09Buy IJR iShares Core S&P Small-Cap ETF $1,001 - $15,000 g Source
2020-11-062020-10-09Buy IHI ishares u.s. Medical Devices ETF $1,001 - $15,000 g Source
2020-11-062020-10-09Sale F Ford Motor Company Common Stock $1,001 - $15,000 g Source
2020-11-062020-10-09Sale WCM Focused Int'l growth $1,001 - $15,000 g Source
2020-11-062020-10-09Buy Pimco Municipal Bond Fund - PMUPX $1,001 - $15,000 g Source
2020-11-062020-10-09Buy Blackrock Technologies Opportunity Fund - BgSIX $1,001 - $15,000 g Source
2020-11-062020-10-09Buy Blackrock High Yield Municipal Fund - MAYHX $1,001 - $15,000 g Source
2020-11-062020-10-09Buy XSOE WisdomTree Emerging Markets Ex-State... $1,001 - $15,000 f Source
2020-11-062020-10-09Buy USMV iShares MSCI USa Minimum Volatility ETF $1,001 - $15,000 f Source
2020-11-062020-10-09Sale ET Energy Transfer LP Common Units $1,001 - $15,000 f Source
2020-11-062020-10-09Sale Rivernorth Funds Doubleline Strategic Income $1,001 - $15,000 f Source
2020-11-062020-10-09Buy Blackrock Advantage Large Cap - MALRX $1,001 - $15,000 f Source
2020-11-062020-10-09Buy iShares 7-10 Year Treasury Bond ETF $1,001 - $15,000 e Source
2020-11-062020-10-09Sale EVV Eaton Vance Limited Duration Income Fund... $1,001 - $15,000 e Source
2020-11-062020-10-09Sale BTZ BlackRock Credit Allocation Income Trust $1,001 - $15,000 e Source
2020-11-062020-10-09Sale DIV global X Super Dividend ETF $1,001 - $15,000 d Source
2020-11-062020-10-09Buy Blackrock Emerging Markets Fund - MADCX $1,001 - $15,000 d Source
2020-11-062020-10-09Buy VLUE iShares Edge MSCI USa Value Factor ETF $1,001 - $15,000 c Source
2020-11-062020-10-09Buy iShares 20+ Year Treasury Bond ETF $1,001 - $15,000 c Source
2020-11-062020-10-09Sale SRLN SPDR blackstone Senior loan ETF $1,001 - $15,000 c Source
2020-11-062020-10-09Buy IEFA iShares Core MSCI EAFE ETF $1,001 - $15,000 c Source
2020-11-062020-10-09Sale IDV iShares International Select Dividend ETF $1,001 - $15,000 c Source
2020-11-062020-10-09Buy ESGU iShares ESg Aware MSCI USA ETF $1,001 - $15,000 c Source
2020-11-062020-10-09Buy EFG iShares MSCI EAFE growth ETF $1,001 - $15,000 c Source
2020-11-062020-10-09Sale DSU Blackrock Debt Strategies Fund, Inc. $1,001 - $15,000 c Source
2020-11-062020-10-09Sale goldman Sachs Dynamic Muni Income Fund $1,001 - $15,000 c Source
2020-11-062020-10-09Buy Blackrock National Municipal Fund - MANLX $1,001 - $15,000 c Source
2020-08-272020-08-07Buy Nuveen ESg large Cap Value $15,001 - g $50,000 Source
2020-08-272020-08-07Buy Calvert uS large Cap Value Responsible Index $15,001 - f $50,000 Source
2020-08-272020-08-07Buy brown Advantage Sustainable growth $15,001 - d $50,000 Source
2020-08-272020-08-07Buy TIAA-CREF Impact bond $15,001 - d $50,000 Source
2020-08-272020-08-07Buy IShares Trust MSCI EAFE ESg Optimized $15,001 - d $50,000 Source
2020-08-272020-08-07Sale AMZN Amazon.com, Inc. - Common Stock $15,001 - c $50,000 Source
2020-08-272020-08-07Buy Calvert Equity Fund $15,001 - c $50,000 Source
2020-08-272020-08-07Sale ZTS Zoetis Inc. Class A Common Stock $1,001 - $15,000 g Source
2020-08-272020-08-07Sale WMT Walmart Inc. - Common Stock $1,001 - $15,000 g Source
2020-08-272020-08-07Sale UNP Union Pacific Corporation Common Stock $1,001 - $15,000 g Source
2020-08-272020-08-07Sale TMO Thermo Fisher Scientific Inc Common Stock $1,001 - $15,000 g Source
2020-08-272020-08-07Sale SHW Sherwin-Williams Company $1,001 - $15,000 g Source
2020-08-272020-08-07Sale MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 g Source
2020-08-272020-08-07Sale JPM JP Morgan Chase & Co. Common Stock $1,001 - $15,000 g Source
2020-08-272020-08-07Sale HD Home Depot, Inc. $1,001 - $15,000 g Source
2020-08-272020-08-07Sale GOOGL Alphabet Inc. - Class A Common Stock $1,001 - $15,000 g Source
2020-08-272020-08-07Sale DHR Danaher Corporation Common Stock $1,001 - $15,000 g Source
2020-08-272020-08-07Sale ABT Abbott Laboratories Common Stock $1,001 - $15,000 g Source
2020-08-272020-08-07Buy delaware Small Cap Core Fund $1,001 - $15,000 g Source
2020-08-272020-08-07Buy delaware Corporate bond $1,001 - $15,000 g Source
2020-08-272020-08-07Buy IShares MSCI EM ESg Optimized $1,001 - $15,000 g Source
2020-08-272020-08-07Buy ISH uSd High Yield Corporate bond $1,001 - $15,000 g Source
2020-08-272020-08-07Sale Ab High Income $1,001 - $15,000 g Source
2020-08-272020-08-07Sale NEE NextEra Energy, Inc. Common Stock $1,001 - $15,000 f Source
2020-08-272020-08-07Sale CSCO Cisco Systems, Inc. - Common Stock $1,001 - $15,000 f Source
2020-08-272020-08-07Sale C Citigroup, Inc. Common Stock $1,001 - $15,000 f Source
2020-08-272020-08-07Sale BLL Ball Corporation $1,001 - $15,000 f Source
2020-08-272020-08-07Sale BLK BlackRock, Inc. Common Stock $1,001 - $15,000 f Source
2020-08-272020-08-07Buy delaware Small Cap Core $1,001 - $15,000 f Source
2020-08-272020-08-07Buy Vanguard Total International bond $1,001 - $15,000 f Source
2020-08-272020-08-07Sale Pimco Income Fund $1,001 - $15,000 f Source
2020-08-272020-08-07Buy IShares uS Treasury bond $1,001 - $15,000 f Source
2020-08-272020-08-07Buy CRA Qualified Investment Fund $1,001 - $15,000 f Source
2020-08-272020-08-07Sale STZ Constellation Brands, Inc. Common Stock $1,001 - $15,000 e Source
2020-08-272020-08-07Sale MCHP Microchip Technology Incorporated - Common Stock $1,001 - $15,000 e Source
2020-08-272020-08-07Sale DIS Walt Disney Company $1,001 - $15,000 e Source
2020-08-272020-08-07Buy TIAA-CREF Core Impact bond $1,001 - $15,000 e Source
2020-08-272020-08-07Sale Fidelity Advisor Total bond $1,001 - $15,000 e Source
2020-08-272020-08-07Buy CRA Qualified Investment Fund $1,001 - $15,000 e Source
2020-08-272020-08-07Sale ROST Ross Stores, Inc. $1,001 - $15,000 d Source
2020-08-272020-08-07Sale KDP Keurig Dr Pepper Inc. $1,001 - $15,000 d Source
2020-08-272020-08-07Sale FISV Fiserv, Inc. - Common Stock $1,001 - $15,000 d Source

Other members from CT

Members who trade the same stocks

Common questions

Did Joe Courtney beat the market?
Copying Joe Courtney's disclosed stock trades 3 days after each filing returned +9.9% a year on the days the money was invested, against +14.9% for the S&P 500 over the same days: 5.0 percentage points behind the index. This is a hypothetical backtest from 2020-07-29 to 2026-11-09, not investment advice.
How many stock trades has Joe Courtney disclosed?
Joe Courtney disclosed 164 stock transactions between 2020-07-29 and 2022-04-12: 91 purchases and 73 sales.
Which stocks does Joe Courtney trade most?
The most traded stocks in Joe Courtney's filings are NEE (3), KDP (3) and CB (3), by number of transactions.
How quickly does Joe Courtney report trades?
The median filing came 28 days after the trade. 46 of 164 filings arrived after the 45-day deadline.

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