Joe Courtney

CT02Member5 filings164 transactions

#	Date↓	Ticker↕	Asset↕	Type↕	Owner↕	Amount↕	DocID
1	2022-04-05	MFC	Manulife Financial Corporation	Sale	Self	$1,001 - $15,000	20020780
2	2022-03-03	PBCT	People's United Financial, Inc.	Sale	Self	$15,001 - $50,000	20020780
3	2020-10-16	AAPL	Apple Inc.	Sale	SP	$1,001 - $15,000	20017685
4	2020-10-16	—	Federated MDT Small Cap growth	Sale	SP	$1,001 - $15,000	20017685
5	2020-10-16	—	Franklin growth Fund Advantage	Purchase	SP	$1,001 - $15,000	20017685
6	2020-10-16	—	Franklin International growth Advisor Class	Purchase	SP	$1,001 - $15,000	20017685
7	2020-10-16	FLCO	Franklin Liberty Investment grade Corporate ETF	Purchase	SP	$1,001 - $15,000	20017685
8	2020-10-16	FLCB	Franklin Liberty U.S. Core bond ETF	Purchase	SP	$1,001 - $15,000	20017685
9	2020-10-16	FLQL	Franklin LibertyQ U.S. Equity ETF	Purchase	SP	$1,001 - $15,000	20017685
10	2020-10-16	—	Franklin Small Cap growth Fund	Purchase	SP	$1,001 - $15,000	20017685
11	2020-10-16	—	Franklin Small Cap Value Fund	Purchase	SP	$1,001 - $15,000	20017685
12	2020-10-16	—	goldman Sachs International Equity Insights	Purchase	SP	$1,001 - $15,000	20017685
13	2020-10-16	GOVT	iShares U.S. Treasury bond ETF	Purchase	SP	$1,001 - $15,000	20017685
14	2020-10-16	—	JP Morgan Mortgage backed Securities	Purchase	SP	$1,001 - $15,000	20017685
15	2020-10-16	—	Loomis Sayles Senior Float Rate	Sale	SP	$1,001 - $15,000	20017685
16	2020-10-16	—	Pimco FDS Income Institutional	Sale	SP	$15,001 - $50,000	20017685
17	2020-10-16	SPTM	SPDR Portfolio S&P 1500 Composite Stock Market ETF	Sale	SP	$1,001 - $15,000	20017685
18	2020-10-16	—	T Rowe Price blue Chip growth	Sale	SP	$1,001 - $15,000	20017685
19	2020-10-16	—	Templeton Developing Markets Trust	Purchase	SP	$1,001 - $15,000	20017685
20	2020-10-16	VEA	Vanguard FTSE Developed Markets ETF	Purchase	SP	$1,001 - $15,000	20017685
21	2020-10-16	VWO	Vanguard FTSE Emerging Markets ETF	Purchase	SP	$1,001 - $15,000	20017685
22	2020-10-16	VOO	Vanguard S&P 500 ETF	Purchase	SP	$15,001 - $50,000	20017685
23	2020-10-16	—	WCM Focused International growth	Sale	SP	$1,001 - $15,000	20017685
24	2020-10-09	BABA	Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share	Sale	SP	$15,001 - $50,000	20017600
25	2020-10-09	—	Blackrock Advantage Large Cap - MALRX	Purchase	SP	$1,001 - $15,000	20017600
26	2020-10-09	BTZ	BlackRock Credit Allocation Income Trust	Sale	SP	$1,001 - $15,000	20017600
27	2020-10-09	DSU	Blackrock Debt Strategies Fund, Inc.	Sale	SP	$1,001 - $15,000	20017600
28	2020-10-09	—	Blackrock Emerging Markets Fund - MADCX	Purchase	SP	$1,001 - $15,000	20017600
29	2020-10-09	—	Blackrock High Yield Municipal Fund - MAYHX	Purchase	SP	$1,001 - $15,000	20017600
30	2020-10-09	—	Blackrock National Municipal Fund - MANLX	Purchase	SP	$1,001 - $15,000	20017600
31	2020-10-09	—	Blackrock Technologies Opportunity Fund - BGSIX	Purchase	SP	$1,001 - $15,000	20017600
32	2020-10-09	EVV	Eaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest	Sale	SP	$1,001 - $15,000	20017600
33	2020-10-09	ET	Energy Transfer LP Common Units	Sale	SP	$1,001 - $15,000	20017600
34	2020-10-09	F	Ford Motor Company	Sale	SP	$1,001 - $15,000	20017600
35	2020-10-09	DIV	global X Super Dividend ETF	Sale	SP	$1,001 - $15,000	20017600
36	2020-10-09	—	goldman Sachs Dynamic Muni Income Fund	Sale	SP	$1,001 - $15,000	20017600
37	2020-10-09	—	Hartford Core Equity Fund - HGIIX	Purchase	SP	$15,001 - $50,000	20017600
38	2020-10-09	TLT	iShares 20+ Year Treasury Bond ETF	Purchase	SP	$1,001 - $15,000	20017600
39	2020-10-09	IEF	iShares 7-10 Year Treasury Bond ETF	Purchase	SP	$1,001 - $15,000	20017600
40	2020-10-09	IEFA	iShares Core MSCI EAFE ETF	Purchase	SP	$1,001 - $15,000	20017600
41	2020-10-09	IVV	iShares Core S&P 500 ETF	Purchase	SP	$15,001 - $50,000	20017600
42	2020-10-09	IJR	iShares Core S&P Small-Cap ETF	Purchase	SP	$1,001 - $15,000	20017600
43	2020-10-09	ESGU	iShares ESG Aware MSCI USA ETF	Purchase	SP	$1,001 - $15,000	20017600
44	2020-10-09	IDV	iShares International Select Dividend ETF	Sale	SP	$1,001 - $15,000	20017600
45	2020-10-09	EFG	iShares MSCI EAFE growth ETF	Purchase	SP	$1,001 - $15,000	20017600
46	2020-10-09	USMV	iShares MSCI USA Min Vol Factor ETF	Purchase	SP	$1,001 - $15,000	20017600
47	2020-10-09	VLUE	iShares MSCI USA Value Factor ETF	Purchase	SP	$1,001 - $15,000	20017600
48	2020-10-09	IHI	iShares U.S. Medical Devices ETF	Purchase	SP	$1,001 - $15,000	20017600
49	2020-10-09	NTDOY	Nintendo Co Ltd ADR	Sale	SP	$15,001 - $50,000	20017600
50	2020-10-09	—	Pimco Investments Income Inst'l	Sale	SP	$15,001 - $50,000	20017600
51	2020-10-09	—	Pimco Municipal Bond Fund - PMUPX	Purchase	SP	$1,001 - $15,000	20017600
52	2020-10-09	—	Rivernorth Funds Doubleline Strategic Income	Sale	SP	$1,001 - $15,000	20017600
53	2020-10-09	SRLN	SPDR Blackstone GSO Senior Loan ETF	Sale	SP	$1,001 - $15,000	20017600
54	2020-10-09	VIG	Vanguard Div Appreciation ETF	Sale	SP	$1,001 - $15,000	20017600
55	2020-10-09	VTI	Vanguard Total Stock Market ETF	Sale	SP	$1,001 - $15,000	20017600
56	2020-10-09	—	WCM Focused Int'l growth	Sale	SP	$1,001 - $15,000	20017600
57	2020-10-09	PUTW	WisdomTree CBOE S&P 500 PutWrite Strategy Fund	Sale	SP	$1,001 - $15,000	20017600
58	2020-10-09	XSOE	WisdomTree Emerging Markets Ex-State Owned Enterprises Fund	Purchase	SP	$1,001 - $15,000	20017600
59	2020-08-07	—	Ab global bond	Sale	SP	$1,001 - $15,000	20017260
60	2020-08-07	—	Ab High Income	Sale	SP	$1,001 - $15,000	20017260
61	2020-08-07	ABT	Abbott laboratories	Sale	SP	$1,001 - $15,000	20017260
62	2020-08-07	—	Alphabet Inc. - Class A (gOOgl)	Sale	SP	$1,001 - $15,000	20017260
63	2020-08-07	AMZN	Amazon.com, Inc.	Sale	SP	$15,001 - $50,000	20017260
64	2020-08-07	—	American Tower Corporation	Sale	SP	$1,001 - $15,000	20017260
65	2020-08-07	ANTM	Anthem, Inc.	Sale	SP	$1,001 - $15,000	20017260
66	2020-08-07	AAPL	Apple Inc.	Sale	SP	$1,001 - $15,000	20017260
67	2020-08-07	—	ball Corporation (bll)	Sale	SP	$1,001 - $15,000	20017260
68	2020-08-07	—	blackRock, Inc. (blK)	Sale	SP	$1,001 - $15,000	20017260
69	2020-08-07	—	brown Advantage Sustainable growth	Purchase	SP	$15,001 - $50,000	20017260
70	2020-08-07	—	brown Advantage Sustainable growth	Purchase	SP	$1,001 - $15,000	20017260
71	2020-08-07	—	Calvert Equity Fund	Purchase	SP	$15,001 - $50,000	20017260
72	2020-08-07	—	Calvert uS large Cap Value Responsible Index	Purchase	SP	$15,001 - $50,000	20017260
73	2020-08-07	COF	Capital One Financial Corporation	Sale	SP	$1,001 - $15,000	20017260
74	2020-08-07	CVX	Chevron Corporation	Sale	SP	$1,001 - $15,000	20017260
75	2020-08-07	CSCO	Cisco Systems, Inc.	Sale	SP	$1,001 - $15,000	20017260
76	2020-08-07	C	Citigroup, Inc.	Sale	SP	$1,001 - $15,000	20017260
77	2020-08-07	STZ	Constellation brands, Inc.	Sale	SP	$1,001 - $15,000	20017260
78	2020-08-07	COST	Costco Wholesale Corporation	Sale	SP	$1,001 - $15,000	20017260
79	2020-08-07	—	CRA Qualified Investment Fund	Purchase	SP	$1,001 - $15,000	20017260
80	2020-08-07	—	CRA Qualified Investment Fund	Purchase	SP	$1,001 - $15,000	20017260
81	2020-08-07	DHR	danaher Corporation	Sale	SP	$1,001 - $15,000	20017260
82	2020-08-07	—	delaware Corporate bond	Purchase	SP	$1,001 - $15,000	20017260
83	2020-08-07	—	delaware Corporate bond	Purchase	SP	$1,001 - $15,000	20017260
84	2020-08-07	—	delaware Small Cap Core	Purchase	SP	$1,001 - $15,000	20017260
85	2020-08-07	—	delaware Small Cap Core Fund	Purchase	SP	$1,001 - $15,000	20017260
86	2020-08-07	—	Fidelity Advisor Total bond	Sale	SP	$1,001 - $15,000	20017260
87	2020-08-07	FISV	Fiserv, Inc.	Sale	SP	$1,001 - $15,000	20017260
88	2020-08-07	—	guggenheim Total Return	Sale	SP	$1,001 - $15,000	20017260
89	2020-08-07	HLT	Hilton Worldwide Holdings Inc.	Sale	SP	$1,001 - $15,000	20017260
90	2020-08-07	—	Home depot, Inc. (Hd)	Sale	SP	$1,001 - $15,000	20017260
91	2020-08-07	HON	Honeywell International Inc.	Sale	SP	$1,001 - $15,000	20017260
92	2020-08-07	—	ISH uSd High Yield Corporate bond	Purchase	SP	$1,001 - $15,000	20017260
93	2020-08-07	—	IShares MSCI EM ESG Optimized	Purchase	SP	$1,001 - $15,000	20017260
94	2020-08-07	—	IShares Trust MSCI EAFE ESG Optimized	Purchase	SP	$15,001 - $50,000	20017260
95	2020-08-07	—	IShares uS Treasury bond	Purchase	SP	$1,001 - $15,000	20017260
96	2020-08-07	JPM	JP Morgan Chase & Co.	Sale	SP	$1,001 - $15,000	20017260
97	2020-08-07	KDP	Keurig dr Pepper Inc.	Sale	SP	$1,001 - $15,000	20017260
98	2020-08-07	LMT	lockheed Martin Corporation	Sale	SP	$1,001 - $15,000	20017260
99	2020-08-07	MCHP	Microchip Technology Incorporated	Sale	SP	$1,001 - $15,000	20017260
100	2020-08-07	MSFT	Microsoft Corporation	Sale	SP	$1,001 - $15,000	20017260
101	2020-08-07	NEE	NextEra Energy, Inc.	Sale	SP	$1,001 - $15,000	20017260
102	2020-08-07	—	Nuveen ESG large Cap Value	Purchase	SP	$15,001 - $50,000	20017260
103	2020-08-07	PEP	Pepsico, Inc.	Sale	SP	$1,001 - $15,000	20017260
104	2020-08-07	—	Pimco Income Fund	Sale	SP	$1,001 - $15,000	20017260
105	2020-08-07	—	Prologis, Inc. (Pld)	Sale	SP	$1,001 - $15,000	20017260
106	2020-08-07	ROST	Ross Stores, Inc.	Sale	SP	$1,001 - $15,000	20017260
107	2020-08-07	SHW	Sherwin-Williams Company	Sale	SP	$1,001 - $15,000	20017260
108	2020-08-07	—	SPDR bloomberg barclays 1-3 month T-bill	Purchase	SP	$1,001 - $15,000	20017260
109	2020-08-07	TMO	Thermo Fisher Scientific Inc	Sale	SP	$1,001 - $15,000	20017260
110	2020-08-07	—	TIAA-CREF Core Impact bond	Purchase	SP	$1,001 - $15,000	20017260
111	2020-08-07	—	TIAA-CREF Impact bond	Purchase	SP	$15,001 - $50,000	20017260
112	2020-08-07	TFC	Truist Financial Corporation	Sale	SP	$1,001 - $15,000	20017260
113	2020-08-07	UNP	union Pacific Corporation	Sale	SP	$1,001 - $15,000	20017260
114	2020-08-07	—	Vanguard Total International bond	Purchase	SP	$1,001 - $15,000	20017260
115	2020-08-07	V	Visa Inc.	Sale	SP	$1,001 - $15,000	20017260
116	2020-08-07	WMT	Walmart Inc.	Sale	SP	$1,001 - $15,000	20017260
117	2020-08-07	DIS	Walt disney Company	Sale	SP	$1,001 - $15,000	20017260
118	2020-08-07	ZTS	Zoetis Inc. Class A	Sale	SP	$1,001 - $15,000	20017260
119	2020-06-02	—	Chubb limited (Cb)	Sale	SP	$1,001 - $15,000	20017036
120	2020-05-13	CVX	Chevron Corporation	Purchase	SP	$1,001 - $15,000	20017036
121	2020-05-01	—	ball Corporation (bll)	Purchase	SP	$1,001 - $15,000	20017036
122	2020-05-01	FISV	Fiserv, Inc.	Purchase	SP	$1,001 - $15,000	20017036
123	2020-05-01	TOT	Total S.A.	Sale	SP	$1,001 - $15,000	20017036
124	2020-03-27	HLT	Hilton Worldwide Holdings Inc.	Purchase	SP	$1,001 - $15,000	20017036
125	2020-03-25	KDP	Keurig dr Pepper Inc.	Sale (partial)	SP	$1,001 - $15,000	20017036
126	2020-03-18	PEP	Pepsico, Inc.	Purchase	SP	$1,001 - $15,000	20017036
127	2020-03-18	SYY	Sysco Corporation	Sale	SP	$1,001 - $15,000	20017036
128	2020-02-10	—	Chubb limited (Cb)	Sale (partial)	SP	$1,001 - $15,000	20017036
129	2020-02-10	C	Citigroup, Inc.	Purchase	SP	$1,001 - $15,000	20017036
130	2020-02-10	NEE	NextEra Energy, Inc.	Sale (partial)	SP	$1,001 - $15,000	20017036
131	2019-12-31	ABT	Abbott laboratories	Purchase	SP	$1,001 - $15,000	20017036
132	2019-12-31	—	Alphabet Inc. - Class A (gOOgl)	Purchase	SP	$1,001 - $15,000	20017036
133	2019-12-31	AMZN	Amazon.com, Inc.	Purchase	SP	$1,001 - $15,000	20017036
134	2019-12-31	AMT	American Tower Corporation	Purchase	SP	$1,001 - $15,000	20017036
135	2019-12-31	ANTM	Anthem, Inc.	Purchase	SP	$1,001 - $15,000	20017036
136	2019-12-31	AAPL	Apple Inc.	Purchase	SP	$1,001 - $15,000	20017036
137	2019-12-31	—	blackRock, Inc. (blK)	Purchase	SP	$1,001 - $15,000	20017036
138	2019-12-31	COF	Capital One Financial Corporation	Purchase	SP	$1,001 - $15,000	20017036
139	2019-12-31	—	Chubb limited (Cb)	Purchase	SP	$1,001 - $15,000	20017036
140	2019-12-31	CSCO	Cisco Systems, Inc.	Purchase	SP	$1,001 - $15,000	20017036
141	2019-12-31	C	Citigroup, Inc.	Purchase	SP	$1,001 - $15,000	20017036
142	2019-12-31	STZ	Constellation brands, Inc.	Purchase	SP	$1,001 - $15,000	20017036
143	2019-12-31	COST	Costco Wholesale Corporation	Purchase	SP	$1,001 - $15,000	20017036
144	2019-12-31	DHR	danaher Corporation	Purchase	SP	$1,001 - $15,000	20017036
145	2019-12-31	—	Home depot, Inc. (Hd)	Purchase	SP	$1,001 - $15,000	20017036
146	2019-12-31	HON	Honeywell International Inc.	Purchase	SP	$1,001 - $15,000	20017036
147	2019-12-31	JPM	JP Morgan Chase & Co.	Purchase	SP	$1,001 - $15,000	20017036
148	2019-12-31	KDP	Keurig dr Pepper Inc.	Purchase	SP	$1,001 - $15,000	20017036
149	2019-12-31	LMT	lockheed Martin Corporation	Purchase	SP	$1,001 - $15,000	20017036
150	2019-12-31	MCHP	Microchip Technology Incorporated	Purchase	SP	$1,001 - $15,000	20017036
151	2019-12-31	MSFT	Microsoft Corporation	Purchase	SP	$1,001 - $15,000	20017036
152	2019-12-31	NEE	NextEra Energy, Inc.	Purchase	SP	$1,001 - $15,000	20017036
153	2019-12-31	—	Prologis, Inc. (Pld)	Purchase	SP	$1,001 - $15,000	20017036
154	2019-12-31	ROST	Ross Stores, Inc.	Purchase	SP	$1,001 - $15,000	20017036
155	2019-12-31	SHW	Sherwin-Williams Company	Purchase	SP	$1,001 - $15,000	20017036
156	2019-12-31	SYY	Sysco Corporation	Purchase	SP	$1,001 - $15,000	20017036
157	2019-12-31	TMO	Thermo Fisher Scientific Inc	Purchase	SP	$1,001 - $15,000	20017036
158	2019-12-31	TOT	Total S.A.	Purchase	SP	$1,001 - $15,000	20017036
159	2019-12-31	TFC	Truist Financial Corporation	Purchase	SP	$1,001 - $15,000	20017036
160	2019-12-31	UNP	union Pacific Corporation	Purchase	SP	$1,001 - $15,000	20017036
161	2019-12-31	V	Visa Inc.	Purchase	SP	$1,001 - $15,000	20017036
162	2019-12-31	WMT	Walmart Inc.	Purchase	SP	$1,001 - $15,000	20017036
163	2019-12-31	DIS	Walt disney Company	Purchase	SP	$1,001 - $15,000	20017036
164	2019-12-31	ZTS	Zoetis Inc. Class A	Purchase	SP	$1,001 - $15,000	20017036