Stock trades · House

Joseph D. Morelle

Democrat Every stock trade Joseph D. Morelle reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.

Trades17
Buys / sales0 / 16
Estimated volume$185K
Beat the S&P 50042.9%
Median vs. S&P 500−1.4%
Disclosed late2

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the S&P 500" is the stock's move from the trade date to today minus the market's; for a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

AMZN · sold November 20, 2020, $1,001 - $15,000

+55.9% vs. the S&P 500 since

Worst-timed trade

PSX · sold November 20, 2020, $1,001 - $15,000

−252.4% vs. the S&P 500 since

Most traded: ABBV (1), AMZN (1), BIP (1), FISI (1), INTC (1), MET (1), MSFT (1), PSX (1)

Every trade

TradedWhatStockAmountVs. S&P 500 since
November 20, 2020Sold JointABBVAbbVie Inc. (ABBV)$1,001 - $15,0001−65.8%
November 20, 2020Sold JointAlphabet Inc. - Cl ass A (gOOgl)$1,001 - $15,0001–
November 20, 2020SoldAMZNg fedcbF IlINg S TATuS : New JT Amazon.com, Inc. (AMZN)$1,001 - $15,0001+55.9%
November 20, 2020Soldg fedcbF IlINg S TATuS : New JT Apple Inc. (AAPl)$1,001 - $15,0001–
November 20, 2020SoldBIPg fedcbF IlINg S TATuS : New JT Brookfield Infrastructure Partn erslP $1,001 - $15,0001–
November 20, 2020SoldFISIg fedcbF IlINg S TATuS : New JT Financial Institutions, Inc. (FISI)$1,001 - $15,0001+25.4%
November 20, 2020Sold JointINTCIntel Corporation (INTC)$1,001 - $15,0001+7.1%
November 20, 2020SoldMETg fedcbF IlINg S TATuS : New JT Metlife, Inc. (MET)$1,001 - $15,0001−1.4%
November 20, 2020SoldMSFTg fedcF IlINg S TATuS : New JT Microsoft Corporation (MSFT)$15,001 - $50,0001−39.2%
November 20, 2020SoldPSXg fedcbF IlINg S TATuS : New JT Phillips 66 (PSX)$1,001 - $15,0001−252.4%
November 20, 2020Soldg fedcbF IlINg S TATuS : New JT Procter & gamble Company (Pg)$1,001 - $15,0001–
November 20, 2020Soldg fedcbF IlINg S TATuS : New JT Prudential Financial, Inc. (PRu)$1,001 - $15,0001–
November 20, 2020SoldSFTBYg fedcbF IlINg S TATuS : New JT Softbank Corp unsponsored ADR (SFTBY)$1,001 - $15,0001–
November 20, 2020Soldg fedcbF IlINg S TATuS : New JT united Rentals, Inc. (uRI)$1,001 - $15,0001–
November 20, 2020Soldg fedcbF IlINg S TATuS : New JT unitedHealth group Incorporated Common$15,001 - $50,0001–
May 11, 2020LATEExchangedg fedcF IlINg S TATuS : New JT Allergan plc Ordinary Shares (AgN)$1,001 - $15,0001–
May 3, 2019LATESold JointDigimarc Corporation ( DMRC)$1,001 - $15,0002–

Sources

Each trade links to the report it was filed on.

  1. 1
    Joseph D. Morelle: periodic transaction report filed December 9, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017819.pdf
    H20017819
  2. 2
    Joseph D. Morelle: periodic transaction report filed July 9, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016922.pdf
    H20016922