Joseph D. MorelleHouse

U.S. Representative · NY-25 · D · 2019-05 → 2020-11

Chamber
House
Party
D
State
NY
Trades
19 (2 buys · 16 sells)
Estimated volume
$201K
Late filings
11% (2 of 19)
Median filing lag
19 days

Estimated portfolio

Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.

Headlines

Portfolio value
$39K
from $16K cost
Estimated gain
+$23K
Up 144%
Versus the S&P 500
-$415
SPY would hold $40K
Positions
2
from 2 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
AMZNAmazon.com, Inc.
2019-09-05$8K$23K+182%58%
2
SFTBYonsored aDR
2019-09-05$8K$17K+107%42%

Trades that mattered most

53% of their result against the S&P 500 comes from 1 SFTBY buys.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1SFTBY
onsored aDR
2019-09-057.2y$1K-15K+107%-40%
2AMZN
Amazon.com, Inc.
2019-09-057.2y$1K-15K+182%+35%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1SFTBY21/10 of 1+107%+147%
2AMZN21/11 of 1+182%+147%
3ABBV10/1———
4GOOGL10/1———
5AAPL10/1———
6BIP10/1———
7FISI10/1———
8INTC10/1———
9MET10/1———
10MSFT10/1———
11PSX10/1———
12PG10/1———
13PRU10/1———
14URI10/1———
15UNH10/1———

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

19 of 19

Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
+82.0% vs SPY
ABBVAbbVie Inc.
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
+121.1% vs SPY
GOOGLAlphabet Inc. - Class A
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
-39.6% vs SPY
AMZNAmazon.com, Inc.
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
+84.8% vs SPY
AAPLApple Inc.
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
-92.0% vs SPY
BIPBrookfield Infrastructure Partners lP limited Partnership units
2020-11-20 → 2020-12-09 · 19d
FISIFinancial Institutions, Inc.
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
-82.9% vs SPY
INTCIntel Corporation
2020-11-20 → 2020-12-09 · 19d
METMetlife, Inc.
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$15K-50K
+45.3% vs SPY
MSFTMicrosoft Corporation
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
+192.0% vs SPY
PSXPhillips 66
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
-88.2% vs SPY
PGProcter & gamble Company
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
-49.3% vs SPY
PRUPrudential Financial, Inc.
2020-11-20 → 2020-12-09 · 19d
Joseph D. MorelleJT
House · D · NY
Sell$1K-15K
-68.4% vs SPY
SFTBYSoftbank Corp unsponsored ADR
2020-11-20 → 2020-12-09 · 19d
Joseph D. Morelle
House · D · NY
Sell$1K-15K
+273.3% vs SPY
URIunited Rentals, Inc.
2020-11-20 → 2020-12-09 · 19d
Joseph D. Morelle
House · D · NY
Sell$15K-50K
-89.2% vs SPY
UNHunitedHealth group Incorporated Common Stock
2020-11-20 → 2020-12-09 · 19d
AGNAllergan plc Ordinary Shares
2020-05-11 → 2020-12-09 · 212d late
DMRCDigimarc Corporation
2019-05-03 → 2020-07-09 · 433d late
Joseph D. Morelle
House · D · NY
Buy$1K-15K
+34.8% vs SPY
AMZNamazon.com, Inc.
2019-09-05 → 2019-09-20 · 15d
Joseph D. Morelle
House · D · NY
Buy$1K-15K
-40.0% vs SPY
SFTBYonsored aDR
2019-09-05 → 2019-09-20 · 15d