Republican · Representative · PA, District 11

Lou Barletta

89 disclosed trades · 22/10/2014 → 28/10/2016

Tickers: 23
Buys / sells: 40 / 49
Median lag: 3d
Est. volume: $1.3M

C60/ 100

median 3d lag to file · 20 late

Return mirror

Not enough priced buy disclosures for the public mirror yet.

since disclosure

Win rate: -
Avg return: -
vs S&P 500: -

n=0, need 5+ priced buys

Playbook

Unclassified

Lou's disclosed pattern is mixed

No dominant structure detected yet.

Disclosures are available, but the current mix does not clear the thresholds for concentration, sector tilt, or index-like breadth.

Cadence: 44/yr
Buy bias: 45%

Activity timeline

yearwise

Most traded

by count

Estimated holdings

10 positions · $364K est. volume

VCSH$81K
VCIT$81K
VYM$48.5K
QQQ$40.5K
AMZN$32.5K
SPY$32.5K

All disclosed trades (89)

Showing 89 of 89 loaded disclosures

Asset

28/10/2016Traded 28/10/2016BuyAMZN
AMZNAmazon.com, Inc. (AMZN) FILINg sTATus: New suBHoLDINg oF: LPL 2259-5364
0d$15,001–$50,000
15/04/2016Traded 28/12/2015BuyVYM
VYMVanguard High dividend Yield ETF - dNQ (VYM) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial 7802
109d$15,001–$50,000
15/04/2016Traded 18/12/2015BuyVYM
VYMVanguard High dividend Yield ETF - dNQ (VYM) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial IRA 5494
119d$1,001–$15,000
15/04/2016Traded 18/12/2015BuyVYM
VYMVanguard High dividend Yield ETF - dNQ (VYM) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial IRA 3851
119d$1,001–$15,000
15/04/2016Traded 29/10/2015SellETF
iShares Morningstar Multi-Asset Income ETF (IYLd) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial 7802
169d$15,001–$50,000
15/04/2016Traded 22/09/2015BuyBRK.B
BRK.BBerkshire Hathaway Inc. New (BRK.B) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial IRA 3851
206d$1,001–$15,000
15/04/2016Traded 11/09/2015SellETF
Vanguard Mega Cap growth ETF (MgK) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial 7802
217d$1,001–$15,000
15/04/2016Traded 26/08/2015SellETF
Vanguard Mega Cap growth ETF (MgK) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial IRA 3851
233d$1,001–$15,000
15/04/2016Traded 30/06/2015SellIXP
IXPiShares global Telecom ETF (IXP) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial IRA 3851
290d$1,001–$15,000
15/04/2016Traded 23/04/2015SellETF
SPdR S&P dividend ETF (SdY) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial 9039
358d$15,001–$50,000
15/04/2016Traded 30/03/2015BuyETF
iShares Morningstar Multi-Asset Income ETF (IYLd)
382d$15,001–$50,000
15/04/2016Traded 30/03/2015BuyETF
Oppenheimer Ultra dividend Revenue ETF (RdIV) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial 7802
382d$1,001–$15,000
15/04/2016Traded 27/01/2015BuyOther
First Trust NASdAQ Technology dividend Index Fund (TdIV) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial IRA 5494
444d$1,001–$15,000
15/04/2016Traded 27/01/2015BuyOther
First Trust NASdAQ Technology dividend Index Fund (TdIV) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial IRA 3851
444d$1,001–$15,000
15/04/2016Traded 27/01/2015BuyOther
First Trust NASdAQ Technology dividend Index Fund (TdIV) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial 9039
444d$1,001–$15,000
15/04/2016Traded 27/01/2015BuyXLV
XLVSPdR Select Sector Fund - Health Care (XLV) FILINg STATUS: New SUBHOLdINg OF: Ameriprise Financial 9039
444d$1,001–$15,000
09/03/2016Traded 16/02/2016SellOther
AXA 2000 Managed Volatility Portfolio FILINg STATuS: New SuBHOLDINg OF: AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance
22d$1,001–$15,000
09/03/2016Traded 16/02/2016SellOther
AXA 400 Managed Volatility Portfolio FILINg STATuS: New SuBHOLDINg OF: AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance
22d$1,001–$15,000
09/03/2016Traded 16/02/2016SellOther
AXA 500 Managed Volatility Portfolio FILINg STATuS: New SuBHOLDINg OF: AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance
22d$1,001–$15,000
09/03/2016Traded 16/02/2016SellOther
AXA International Managed Volatility Portfolio FILINg STATuS: New SuBHOLDINg OF: AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance
22d$1,001–$15,000
09/03/2016Traded 16/02/2016BuyOther
Intermediate government Bond Portfolio FILINg STATuS: New SuBHOLDINg OF: AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance
22d$1,001–$15,000
09/03/2016Traded 13/01/2016SellOther
AXA 2000 Managed Volatility Portfolio FILINg STATuS: New SuBHOLDINg OF: AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance
56d$1,001–$15,000
09/03/2016Traded 13/01/2016SellOther
AXA 400 Managed Volatility Portfolio FILINg STATuS: New SuBHOLDINg OF: AXA Retirement Cornerstone 314052430
56d$1,001–$15,000
09/03/2016Traded 13/01/2016SellOther
AXA 500 Managed Volatility Portfolio FILINg STATuS: New SuBHOLDINg OF: AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance
56d$1,001–$15,000
09/03/2016Traded 13/01/2016SellOther
AXA International Managed Volatility Portfolio FILINg STATuS: New SuBHOLDINg OF: AXA Retirement Cornerstone 314052430 DESCRIPTION: Annuity Rebalance
56d$1,001–$15,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 28/10/2016. Identical consecutive line items on the same filing are collapsed with a ×N badge.