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CC

Representative · FL, District 26

Carlos Curbelo

115 disclosed trades · 17/04/2015 → 23/03/2018

Tickers
37
Buys / sells
53 / 60
Median lag
22d
Est. volume
$1.1M
D54/ 100

median 22d lag to file · 9 late

Return mirror

Not enough priced buy disclosures for the public mirror yet.

since disclosure
Win rate
-
Avg return
-
vs S&P 500
-

n=2, need 5+ priced buys

Playbook

Index Shadow

Carlos shows an Index Shadow pattern

Diversified book that tracks the index closely.

Spread across many names with no single position dominating. Returns rarely diverge meaningfully from the S&P 500.

Cadence
39/yr
Buy bias
47%

Activity timeline

yearwise

12152015: 12 trades40162016: 40 trades51172017: 51 trades12182018: 12 trades

Most traded

by count

Estimated holdings

10 positions · $144.5K est. volume

All disclosed trades (115)

Showing 115 of 115 loaded disclosures

  • 27/03/2018Traded 23/03/2018Buy

    general Electric Company (gE) FILINg sTaTUs: New sUBHoLDINg oF: Fidelity Investments Brokerage account

    $1,001–$15,000
  • 05/02/2018Traded 22/01/2018Sell

    FBFacebook, Inc. - Class a (FB) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 05/02/2018Traded 22/01/2018Sell

    IJHiShares Core S&P Mid-Cap ETF (IJH) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $15,001–$50,000
  • 05/02/2018Traded 22/01/2018Buy

    IJRiShares Core S&P Small-Cap ETF (IJR) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 05/02/2018Traded 22/01/2018Sell

    IWFiShares Russell 1000 growth ETF (IWF) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 05/02/2018Traded 22/01/2018Sell

    IYRiShares U.S. Real Estate ETF (IYR) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 05/02/2018Traded 22/01/2018Buy

    Mondelez International, Inc. - Class a (MdLZ) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 05/02/2018Traded 22/01/2018Sell

    SPdR dow Jones Industrial average ETF (dIa) FILINg STaTUS:

    $15,001–$50,000
  • 05/02/2018Traded 22/01/2018Buy

    XLESPdR Select Sector Fund - Energy Select Sector (XLE) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 05/02/2018Traded 22/01/2018Buy

    XLFSPdR Select Sector Fund - Financial (XLF) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 05/02/2018Traded 22/01/2018Buy

    Vanguard FTSE developed Markets ETF (VEa) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $15,001–$50,000
  • 05/02/2018Traded 22/01/2018Sell

    VVisa Inc. (V) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 14/12/2017Traded 29/11/2017Buy

    gogo Inc. (gogo) FILINg sTaTUs: New sUBHoLDINg oF: Fidelity Investments Brokerage account

    $15,001–$50,000
  • 03/11/2017Traded 10/10/2017Sell

    accenture plc Class a ordinary Shares (aCN) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    adobe Systems Incorporated (adBE) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    american Tower Corporation (aMT) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    ameriprise Financial, Inc. (aMP) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    BLKBlackRock, Inc. (BLK) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    CLColgate-Palmolive Company (CL) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    Comcast Corporation - Class a (CMCSa) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    CSXCSX Corporation (CSX) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    CVSCVS Health Corporation (CVS) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    danaher Corporation (dHR) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    ECLEcolab Inc. (ECL) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000
  • 03/11/2017Traded 10/10/2017Sell

    Home depot, Inc. (Hd) FILINg STaTUS: New SUBHoLdINg oF: UBS Brokerage account

    $1,001–$15,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 23/03/2018. Identical consecutive line items on the same filing are collapsed with a ×N badge.