David P. Joyce
RRepublicanHouse
OH
Est. Net Worth—
Trade Volume$1.8M
Total Trades64
Last TradedJan 10, 2025
StatusCurrent Member
Avg. Filing Delay396d LATE
Stocks Traded34
Age69
Simulated Portfolio
$692K
-5.8% vs S&P (1Y)
Total Trades
64
Buys / Sells
36/28
Est. Volume
$1.8M
Stocks Traded
34
Trades by Year
Top Sectors
Trade History64 trades
| Ticker | Type | Filed | Traded | Filed After | Amount |
|---|---|---|---|---|---|
MA MAIPX MAI MANAGED VOLATILITY FUND | Sell | Feb 10, 2025 | Jan 10, 2025 | 31d | $50,001 - $100,000 |
— MAI Managed Income Fund | Sell (Partial) | Dec 18, 2024 | Nov 19, 2024 | 29d | $50,001 - $100,000 |
 BLK BlackRock, Inc. | Sell (Full) | Aug 6, 2024 | Jun 30, 2023 | 403d LATE | $15,001 - $50,000 |
GB GBDC Golub Capital BDC, Inc. - Closed End Fund | Sell (Partial) | Aug 6, 2024 | Jun 30, 2023 | 403d LATE | $1,001 - $15,000 |
 XBI SPDR Series Trust SPDR S&P Biotech ETF | Sell (Full) | Aug 6, 2024 | Jun 30, 2023 | 403d LATE | $15,001 - $50,000 |
 TRP TC Energy Corporation | Sell (Full) | Aug 6, 2024 | Jun 23, 2023 | 410d LATE | $1,001 - $15,000 |
 C Citigroup, Inc. | Sell (Full) | Aug 6, 2024 | Jun 22, 2023 | 411d LATE | $1,001 - $15,000 |
GB GBDC Golub Capital BDC, Inc. - Closed End Fund | Sell (Partial) | Aug 6, 2024 | Jun 19, 2023 | 414d LATE | $15,001 - $50,000 |
 BA Boeing Company | Sell (Full) | Aug 6, 2024 | Jun 19, 2023 | 414d LATE | $15,001 - $50,000 |
 IWF iShares Russell 1000 Growth ETF | Sell (Partial) | Aug 6, 2024 | Jun 19, 2023 | 414d LATE | $15,001 - $50,000 |
GB GBDC Golub Capital BDC, Inc. | Sell (Full) | Aug 6, 2024 | Jul 14, 2022 | 754d LATE | $15,001 - $50,000 |
VC VCSH Vanguard Short-Term Corporate Bond ETF | Buy | Aug 6, 2024 | Jul 14, 2022 | 754d LATE | $15,001 - $50,000 |
GB GBDC Golub Capital BDC, Inc. | Sell (Full) | Aug 6, 2024 | Jul 12, 2022 | 756d LATE | $15,001 - $50,000 |
PA PAVE Global X Funds Global X US Infrastructure Development ETF | Sell (Full) | Jun 9, 2022 | May 19, 2022 | 21d | $1,001 - $15,000 |
 PAA Invesco Aerospace & Defense ETF | Buy | Jun 9, 2022 | May 19, 2022 | 21d | $1,001 - $15,000 |
VC VCSH Vanguard Short-Term Corporate Bond ETF | Sell (Full) | Jun 9, 2022 | May 17, 2022 | 23d | $1,001 - $15,000 |
 MDY SPDR MidCap Trust Series I | Buy | Sep 30, 2021 | Sep 14, 2021 | 16d | $1,001 - $15,000 |
AM AMJ JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN | Sell (Full) | Sep 30, 2021 | Sep 14, 2021 | 16d | $1,001 - $15,000 |
PA PAVE Global X Funds Global X US Infrastructure Development ETF | Buy | Jul 27, 2021 | Dec 11, 2020 | 228d LATE | $1,001 - $15,000 |
 IWM iShares Russell 2000 ETF | Sell (Full) | Jul 27, 2021 | Dec 9, 2020 | 230d LATE | $1,001 - $15,000 |
PA PAVE Global X Funds Global X US Infrastructure Development ETF | Buy | Jul 27, 2021 | Dec 9, 2020 | 230d LATE | $1,001 - $15,000 |
IWM iShares Russell 2000 ETF | Sell (Full) | Jul 27, 2021 | Dec 2, 2020 | 237d LATE | $1,001 - $15,000 |
? -- Fidelity Ltd Term Muni Income Fund | Sell (Full) | Jul 27, 2021 | Jul 2, 2020 | 390d LATE | $15,001 - $50,000 |
IWM iShares Russell 2000 ETF | Buy | Jul 27, 2021 | Jun 26, 2020 | 396d LATE | $15,001 - $50,000 |
 IEFA iShares Core MSCI EAFE ETF | Sell (Full) | Jul 27, 2021 | Jun 26, 2020 | 396d LATE | $15,001 - $50,000 |
 IVV iShares Core S&P 500 ETF | Sell (Full) | Jul 27, 2021 | Jun 26, 2020 | 396d LATE | $15,001 - $50,000 |
 KBE SPDR S&P Bank ETF | Buy | Jul 27, 2021 | Jun 8, 2020 | 414d LATE | $1,001 - $15,000 |
 SPY SPDR S&P 500 | Buy | Jul 27, 2021 | Jun 8, 2020 | 414d LATE | $1,001 - $15,000 |
VO VONE Vanguard Russell 1000 ETF | Buy | Jul 27, 2021 | Mar 26, 2020 | 488d LATE | $50,001 - $100,000 |
SPY SPDR S&P 500 | Buy | Jul 27, 2021 | Mar 11, 2020 | 503d LATE | $1,001 - $15,000 |
GB GBDC Golub Captial BDC Inc | Buy | Jul 27, 2021 | Feb 25, 2020 | 518d LATE | $1,001 - $15,000 |
FI FIKMX Fidelity Advisor Real Estate Income Z | Sell (Full) | Jul 27, 2021 | Jan 15, 2020 | 559d LATE | $15,001 - $50,000 |
? -- Fidelity Ltd Term Muni Income Fund | Sell (Full) | Jul 27, 2021 | Jan 15, 2020 | 559d LATE | $1,001 - $15,000 |
 IWN iShares Russell 2000 Value ETF | Buy | Jul 30, 2020 | Dec 31, 2019 | 212d LATE | $1,001 - $15,000 |
IV IVE iShares S&P 500 Value ETF | Buy | Jul 30, 2020 | Dec 31, 2019 | 212d LATE | $1,001 - $15,000 |
FI FIKMX Fidelity Advisor Real Estate Income Z | Buy | Jul 30, 2020 | Dec 31, 2019 | 212d LATE | $1,001 - $15,000 |
FI FIKMX Fidelity Advisor Real Estate Income Z | Buy | Jul 30, 2020 | Sep 30, 2019 | 304d LATE | $15,001 - $50,000 |
MDY SPDR MidCap Trust Series I | Buy | Jul 30, 2020 | Sep 20, 2019 | 314d LATE | $1,001 - $15,000 |
IJ IJH iShares Core S&P Mid-Cap ETF | Buy | Jul 30, 2020 | Jul 24, 2019 | 372d LATE | $1,001 - $15,000 |
IVV iShares Core S&P 500 ETF | Buy | Jul 30, 2020 | Jul 24, 2019 | 372d LATE | $15,001 - $50,000 |
 IJR iShares Core S&P Small-Cap ETF | Buy | Jul 30, 2020 | Jul 24, 2019 | 372d LATE | $1,001 - $15,000 |
AM AMJ JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN | Sell (Full) | Jul 30, 2020 | Jul 8, 2019 | 388d LATE | $1,001 - $15,000 |
SPY SPDR S&P 500 | Buy | Jul 30, 2020 | Jun 21, 2019 | 405d LATE | $1,001 - $15,000 |
 VEA Vanguard FTSE Developed Markets ETF | Buy | Jul 30, 2020 | Jun 21, 2019 | 405d LATE | $1,001 - $15,000 |
GB GBDC Golub Capital bDC, Inc. | Buy | Jul 30, 2020 | May 30, 2019 | 427d LATE | $15,001 - $50,000 |
FF FFRHX Fidelity FL High Income | Sell (Full) | Jul 30, 2020 | May 30, 2019 | 427d LATE | $15,001 - $50,000 |
? -- Buckeye OH Cent Loc Sch Dist. | Buy | Jul 30, 2020 | Apr 3, 2019 | 484d LATE | $50,001 - $100,000 |
? -- Bessemer AL GO bd. | Buy | Jul 30, 2020 | Apr 2, 2019 | 485d LATE | $50,001 - $100,000 |
? -- Delaware OH Cry Sch Dist. | Buy | Jul 30, 2020 | Mar 28, 2019 | 490d LATE | $50,001 - $100,000 |
? -- Brookville OH Loc Sch Dist | Buy | Jul 30, 2020 | Mar 27, 2019 | 491d LATE | $50,001 - $100,000 |
