Representative · LA, District 6
William M. Cassidy
7 disclosed trades · 11/09/2014 → 16/12/2014
- Tickers
- 6
- Buys / sells
- 3 / 4
- Median lag
- 247d
- Est. volume
- $105K
median 247d lag to file · 7 late
Return mirror
Not enough priced buy disclosures for the public mirror yet.
- Win rate
- -
- Avg return
- -
- vs S&P 500
- -
n=0, need 5+ priced buys
Playbook
Sector TilterWilliam shows a Sector Tilter pattern
Concentrated in one or two sectors.
Book skews heavily toward a few sectors with moderate single-name dispersion. Trades reflect a thematic view, not stock-by-stock conviction.
- Cadence
- 27/yr
- Buy bias
- 43%
Activity timeline
yearwise
Most traded
by countEstimated holdings
2 positions · $40.5K est. volume
All disclosed trades (7)
Showing 7 of 7 loaded disclosures
- 20/08/2015Traded 16/12/2014BuyCVX$15,001–$50,000
CVXChevron Corporation (CVX) FILINg STATuS: New SubHOLDINg OF: Wells Fargo IRA #2
- 20/08/2015Traded 16/12/2014BuyXOM$1,001–$15,000
XOMExxon Mobil Corporation (XOM) FILINg STATuS: New SubHOLDINg OF: Wells Fargo IRA #2
- 20/08/2015Traded 16/12/2014BuyOther$15,001–$50,000
Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares
- 20/08/2015Traded 11/09/2014SellF$1,001–$15,000
FFord Motor Company (F) FILINg STATuS: New SubHOLDINg OF: Wells Fargo IRA #2
- 20/08/2015Traded 11/09/2014SellINTC$1,001–$15,000
INTCIntel Corporation (INTC) FILINg STATuS: New SubHOLDINg OF: Wells Fargo IRA #2
- 20/08/2015Traded 11/09/2014SellPSX$1,001–$15,000
PSXPhillips 66 (PSX) FILINg STATuS: New SubHOLDINg OF: Wells Fargo IRA #2
- 11/12/2014Traded 11/09/2014SellRIO$1,001–$15,000
RIORio Tinto Plc (RIO) FIlINg STATuS: New SubHOlDINg OF: Wells Fargo IRA #2
US Congress periodic transaction reports (STOCK Act). Latest trade: 16/12/2014. Identical consecutive line items on the same filing are collapsed with a ×N badge.