NA
Nani A ColorettiExec
Level II Office of Management and Budget ยท 2022-05 โ 2022-05
- Chamber
- Executive branch
- Agency
- Office of Management and Budget
- Party
- โ
- State
- โ
- Trades
- 7 (2 buys ยท 5 sells)
- Estimated volume
- $105K
- Late filings
- โ
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
- $15K
- from $8K cost
- Estimated gain
- +$7K
- Up 85%
- Versus the S&P 500
- +$5
- SPY would hold $15K
- Positions
- 1
- from 1 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | VFIAXVanguard 500 Index Fund Admiral Shares | 2022-05-22 | $8K | $15K | +85% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 1 VFIAX buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | VFIAX | Vanguard 500 Index Fund Admiral Shares | 2022-05-22 | 4.5y | $1K-15K | +85% | +0% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| May 2022 | 2 | 5 |
Buys and sells per month as a CSV, by the month they were made.
All trades
7 of 7
NA
Nani A Coloretti
Level II Office of Management and Budget
Sell$1K-15K
-92.3% vs SPY
EIXEdison International
NA
Nani A Coloretti
Level II Office of Management and Budget
Buy$1K-15K
+0.1% vs SPY
VFIAXVanguard 500 Index Fund Admiral Shares
NA
Nani A Coloretti
Level II Office of Management and Budget
Sell$1K-15K
-90.8% vs SPY
EXCExelon Corp.
FMCSXFidelity Mid-Cap Stock Fund
NA
Nani A Coloretti
Level II Office of Management and Budget
Sell$1K-15K
-99.9% vs SPY
EIXEdison International
NA
Nani A Coloretti
Level II Office of Management and Budget
Sell$1K-15K
-94.3% vs SPY
EIXEdison International
โFDENX (Fidelity Select Energy Fund)
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
NA Nani A Coloretti Level II Office of Management and Budget | Edison International | Sell | $1K-15K | 2022-05-27 | 2022-06-28 | -92.3% | ||
NA Nani A Coloretti Level II Office of Management and Budget | Vanguard 500 Index Fund Admiral Shares | Buy | $1K-15K | 2022-05-22 | 2022-06-28 | +0.1% | ||
NA Nani A Coloretti Level II Office of Management and Budget | Exelon Corp. | Sell | $1K-15K | 2022-05-18 | 2022-06-28 | -90.8% | ||
NA Nani A Coloretti Level II Office of Management and Budget | Fidelity Mid-Cap Stock Fund | Buy | $15K-50K | 2022-05-17 | 2022-06-28 | โ | ||
NA Nani A Coloretti Level II Office of Management and Budget | Edison International | Sell | $1K-15K | 2022-05-09 | 2022-06-28 | -99.9% | ||
NA Nani A Coloretti Level II Office of Management and Budget | Edison International | Sell | $1K-15K | 2022-05-06 | 2022-06-28 | -94.3% | ||
NA Nani A Coloretti Level II Office of Management and Budget | โ | FDENX (Fidelity Select Energy Fund) | Sell | $15K-50K | 2022-05-03 | 2022-06-28 | โ |