Susan W. BrooksHouse
U.S. Representative · IN-05 · R · 2013-11 → 2020-04
- Chamber
- House
- Party
- R
- State
- IN
- Trades
- 24 (21 buys · 2 sells)
- Estimated volume
- $315K
- Late filings
- 21% (5 of 24)
- Median filing lag
- 21 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
- $316K
- from $96K cost
- Estimated gain
- +$220K
- Up 229%
- Versus the S&P 500
- +$49K
- SPY would hold $267K
- Positions
- 12
- from 12 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | GEIRA general Electric Company | 2020-04-06 | $8K | $72K | +797% | 23% |
| 2 | AAPLIRA Apple Inc. | 2020-04-06 | $8K | $42K | +422% | 13% |
| 3 | XOMIRA Exxon Mobil Corporation | 2020-04-06 | $8K | $33K | +310% | 10% |
| 4 | DALIRA delta Air lines, Inc. | 2020-04-06 | $8K | $31K | +291% | 10% |
| 5 | MSFTIRA Microsoft Corporation | 2020-04-06 | $8K | $26K | +221% | 8% |
| 6 | CVXIRA Chevron Corporation | 2020-04-06 | $8K | $21K | +164% | 7% |
| 7 | AMZNAmazon.com, Inc. | 2020-04-06 | $8K | $21K | +160% | 7% |
| 8 | MA[ST] gfedc FIlINg STATuS: New IRA Mastercard Incorporated | 2020-04-06 | $8K | $20K | +145% | 6% |
| 9 | QCOMIRA QuAlCOMM Incorporated | 2020-04-06 | $8K | $19K | +133% | 6% |
| 10 | KOIRA Coca-Cola Company | 2020-04-06 | $8K | $16K | +105% | 5% |
| 11 | DISIRA Walt disney Company | 2020-04-06 | $8K | $9K | +17% | 3% |
| 12 | VZIRA Verizon Communications Inc. | 2020-04-06 | $8K | $6K | -19% | 2% |
Trades that mattered most
These 8 buys explain 94% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | GE | IRA general Electric Company | 2020-04-06 | 6.6y | $1K-15K | +797% | +619% | |
| 2 | AAPL | IRA Apple Inc. | 2020-04-06 | 6.6y | $1K-15K | +422% | +244% | |
| 3 | VZ | IRA Verizon Communications Inc. | 2020-04-06 | 6.6y | $1K-15K | -19% | -197% | |
| 4 | DIS | IRA Walt disney Company | 2020-04-06 | 6.6y | $1K-15K | +17% | -160% | |
| 5 | XOM | IRA Exxon Mobil Corporation | 2020-04-06 | 6.6y | $1K-15K | +310% | +132% | |
| 6 | DAL | IRA delta Air lines, Inc. | 2020-04-06 | 6.6y | $1K-15K | +291% | +113% | |
| 7 | KO | IRA Coca-Cola Company | 2020-04-06 | 6.6y | $1K-15K | +105% | -73% | |
| 8 | QCOM | IRA QuAlCOMM Incorporated | 2020-04-06 | 6.6y | $1K-15K | +133% | -44% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | GE | 1 | 1/0 | 1 of 1 | +797% | +178% |
| 2 | AAPL | 1 | 1/0 | 1 of 1 | +422% | +178% |
| 3 | VZ | 1 | 1/0 | 0 of 1 | -19% | +178% |
| 4 | DIS | 1 | 1/0 | 0 of 1 | +17% | +178% |
| 5 | XOM | 1 | 1/0 | 1 of 1 | +310% | +178% |
| 6 | DAL | 1 | 1/0 | 1 of 1 | +291% | +178% |
| 7 | KO | 1 | 1/0 | 0 of 1 | +105% | +178% |
| 8 | QCOM | 1 | 1/0 | 0 of 1 | +133% | +178% |
| 9 | MSFT | 1 | 1/0 | 1 of 1 | +221% | +178% |
| 10 | MA | 1 | 1/0 | 0 of 1 | +145% | +178% |
| 11 | AMZN | 1 | 1/0 | 0 of 1 | +160% | +178% |
| 12 | CVX | 1 | 1/0 | 0 of 1 | +164% | +178% |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Apr 2020 | 12 | 0 |
| Jan 2020 | 0 | 1 |
| Sep 2019 | 1 | 0 |
| Jun 2019 | 1 | 0 |
| Jul 2018 | 1 | 0 |
| Apr 2018 | 1 | 0 |
| Jun 2017 | 1 | 0 |
| Apr 2015 | 1 | 0 |
| Jan 2015 | 1 | 0 |
| Jun 2014 | 1 | 0 |
| Apr 2014 | 0 | 1 |
| Nov 2013 | 1 | 0 |
Buys and sells per month as a CSV, by the month they were made.
All trades
24 of 24
Susan W. Brooks
House · R · IN
Buy$1K-15K
-18.0% vs SPY
AMZNAmazon.com, Inc.
Susan W. Brooks
House · R · IN
Buy$1K-15K
+244.2% vs SPY
AAPLIRA Apple Inc.
Susan W. Brooks
House · R · IN
Buy$1K-15K
-13.1% vs SPY
CVXIRA Chevron Corporation
Susan W. Brooks
House · R · IN
Buy$1K-15K
-72.6% vs SPY
KOIRA Coca-Cola Company
Susan W. Brooks
House · R · IN
Buy$1K-15K
+113.1% vs SPY
DALIRA delta Air lines, Inc.
Susan W. Brooks
House · R · IN
Buy$1K-15K
+132.2% vs SPY
XOMIRA Exxon Mobil Corporation
Susan W. Brooks
House · R · IN
Buy$1K-15K
+619.4% vs SPY
GEIRA general Electric Company
Susan W. Brooks
House · R · IN
Buy$1K-15K
-32.2% vs SPY
MA[ST] gfedc FIlINg STATuS: New IRA Mastercard Incorporated
Susan W. Brooks
House · R · IN
Buy$1K-15K
+43.4% vs SPY
MSFTIRA Microsoft Corporation
Susan W. Brooks
House · R · IN
Buy$1K-15K
-44.5% vs SPY
QCOMIRA QuAlCOMM Incorporated
Susan W. Brooks
House · R · IN
Buy$1K-15K
-197.0% vs SPY
VZIRA Verizon Communications Inc.
Susan W. Brooks
House · R · IN
Buy$1K-15K
-160.4% vs SPY
DISIRA Walt disney Company
Susan W. Brooks
House · R · IN
Sell·p$15K-50K
—onspira Therapeutics, Inc
Susan W. Brooks
House · R · IN
Exch$1K-15K
—oTHER aSSETS LoCaTIoN: Malvern, Pa, US DESCRIPTIoN: Pharmaceutical company investment oTH Holding, LLC
Susan W. Brooks
House · R · IN
Buy$1K-15K
—other assets LoCaTIoN: US
Susan W. Brooks
House · R · IN
Sell$1K-15K
—aRLINgToN WaREhoUSE INVESToRS II, LTD
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
Susan W. Brooks House · R · IN | Amazon.com, Inc. | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | -18.0% | ||
Susan W. Brooks House · R · IN | IRA Apple Inc. | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | +244.2% | ||
Susan W. Brooks House · R · IN | IRA Chevron Corporation | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | -13.1% | ||
Susan W. Brooks House · R · IN | IRA Coca-Cola Company | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | -72.6% | ||
Susan W. Brooks House · R · IN | IRA delta Air lines, Inc. | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | +113.1% | ||
Susan W. Brooks House · R · IN | IRA Exxon Mobil Corporation | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | +132.2% | ||
Susan W. Brooks House · R · IN | IRA general Electric Company | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | +619.4% | ||
Susan W. Brooks House · R · IN | [ST] gfedc FIlINg STATuS: New IRA Mastercard Incorporated | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | -32.2% | ||
Susan W. Brooks House · R · IN | IRA Microsoft Corporation | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | +43.4% | ||
Susan W. Brooks House · R · IN | IRA QuAlCOMM Incorporated | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | -44.5% | ||
Susan W. Brooks House · R · IN | IRA Verizon Communications Inc. | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | -197.0% | ||
Susan W. Brooks House · R · IN | IRA Walt disney Company | Buy | $1K-15K | 2020-04-06 | 2020-04-27 21d | -160.4% | ||
Susan W. Brooks House · R · IN | — | onspira Therapeutics, Inc | Sell·p | $15K-50K | 2020-01-08 | 2020-02-27 50d | — | |
Susan W. Brooks House · R · IN | — | oTHER aSSETS LoCaTIoN: Malvern, Pa, US DESCRIPTIoN: Pharmaceutical company investment oTH Holding, LLC | Exch | $1K-15K | 2020-01-08 | 2020-02-27 50d | — | |
Susan W. BrooksSP House · R · IN | — | NexEos Diagnostics, Inc | Buy | $15K-50K | 2019-09-25 | 2019-10-21 26d | — | |
Susan W. Brooks House · R · IN | — | onspira Therapeutics, Inc | Buy | $1K-15K | 2019-06-03 | 2019-06-25 22d | — | |
Susan W. BrooksSP House · R · IN | — | Velicept Therapeutics, Inc. | Buy | $1K-15K | 2018-07-12 | 2018-07-20 8d | — | |
Susan W. BrooksSP House · R · IN | — | MYoTa, INC. | Buy | $15K-50K | 2018-04-12 | 2018-05-15 33d | — | |
Susan W. Brooks House · R · IN | — | onspira Therapeutics, Inc. | Buy | $15K-50K | 2017-06-15 | 2017-07-17 32d | — | |
Susan W. BrooksSP House · R · IN | — | ZooMI, INC. | Buy | $15K-50K | 2015-01-27 | 2015-05-14 107d | — | |
Susan W. Brooks House · R · IN | — | alexar Therapeutics, Inc. | Buy | $1K-15K | 2015-04-15 | 2015-05-11 26d | — | |
Susan W. Brooks House · R · IN | — | aLEXaR THERaPEUTICS, INC. | Buy | $1K-15K | 2014-06-18 | 2014-08-04 47d | — | |
Susan W. Brooks House · R · IN | — | other assets LoCaTIoN: US | Buy | $1K-15K | 2013-11-25 | 2014-08-04 252d | — | |
Susan W. Brooks House · R · IN | — | aRLINgToN WaREhoUSE INVESToRS II, LTD | Sell | $1K-15K | 2014-04-17 | 2014-04-28 11d | — |