David P. Joyce
66 trades tracked
| Tx Date | Ticker | Asset | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| Jan 10, 2025 | MAIPX | MAI MANAGED VOLATILITY FUND | Sale | $50,001 - $100,000 | Feb 10, 2025 |
| Nov 19, 2024 | MAI Managed Income Fund | Sale (Partial) | $50,001 - $100,000 | Dec 18, 2024 | |
| Jun 30, 2023 | BLK | BlackRock, Inc. | Sale (Full) | $15,001 - $50,000 | Aug 6, 2024 |
| Jul 12, 2022 | GBDC | Golub Capital BDC, Inc. | Sale (Full) | $15,001 - $50,000 | Aug 6, 2024 |
| Jun 19, 2023 | IWF | iShares Russell 1000 Growth ETF | Sale (Partial) | $15,001 - $50,000 | Aug 6, 2024 |
| Jun 22, 2023 | C | Citigroup, Inc. | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jun 19, 2023 | BA | Boeing Company | Sale (Full) | $15,001 - $50,000 | Aug 6, 2024 |
| Jun 19, 2023 | GBDC | Golub Capital BDC, Inc. - Closed End Fun... | Sale (Partial) | $15,001 - $50,000 | Aug 6, 2024 |
| Jun 30, 2023 | GBDC | Golub Capital BDC, Inc. - Closed End Fun... | Sale (Partial) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 14, 2022 | GBDC | Golub Capital BDC, Inc. | Sale (Full) | $15,001 - $50,000 | Aug 6, 2024 |
| Jun 23, 2023 | TRP | TC Energy Corporation | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 14, 2022 | VCSH | Vanguard Short-Term Corporate Bond ETF | Purchase | $15,001 - $50,000 | Aug 6, 2024 |
| Jun 30, 2023 | XBI | SPDR Series Trust SPDR S&P Biotech ETF | Sale (Full) | $15,001 - $50,000 | Aug 6, 2024 |
| May 17, 2022 | VCSH | Vanguard Short-Term Corporate Bond ETF | Sale (Full) | $1,001 - $15,000 | Jun 9, 2022 |
| May 19, 2022 | PAVE | Global X Funds Global X US Infrastructur... | Sale (Full) | $1,001 - $15,000 | Jun 9, 2022 |
| May 19, 2022 | PAA | Invesco Aerospace & Defense ETF | Purchase | $1,001 - $15,000 | Jun 9, 2022 |
| Sep 14, 2021 | MDY | SPDR MidCap Trust Series I | Purchase | $1,001 - $15,000 | Sep 30, 2021 |
| Sep 14, 2021 | AMJ | JPMorgan Chase Capital XVI JP Morgan Ale... | Sale (Full) | $1,001 - $15,000 | Sep 30, 2021 |
| Jun 26, 2020 | IEFA | iShares Core MSCI EAFE ETF | Sale (Full) | $15,001 - $50,000 | Jul 27, 2021 |
| Dec 2, 2020 | IWM | iShares Russell 2000 ETF | Sale (Full) | $1,001 - $15,000 | Jul 27, 2021 |
| Jun 26, 2020 | IWM | iShares Russell 2000 ETF | Purchase | $15,001 - $50,000 | Jul 27, 2021 |
| Dec 9, 2020 | IWM | iShares Russell 2000 ETF | Sale (Full) | $1,001 - $15,000 | Jul 27, 2021 |
| Mar 11, 2020 | SPY | SPDR S&P 500 | Purchase | $1,001 - $15,000 | Jul 27, 2021 |
| Jun 8, 2020 | KBE | SPDR S&P Bank ETF | Purchase | $1,001 - $15,000 | Jul 27, 2021 |
| Mar 26, 2020 | VONE | Vanguard Russell 1000 ETF | Purchase | $50,001 - $100,000 | Jul 27, 2021 |
| Jul 2, 2020 | -- | Fidelity Ltd Term Muni Income Fund | Sale (Full) | $15,001 - $50,000 | Jul 27, 2021 |
| Jun 8, 2020 | SPY | SPDR S&P 500 | Purchase | $1,001 - $15,000 | Jul 27, 2021 |
| Jan 15, 2020 | FIKMX | Fidelity Advisor Real Estate Income Z | Sale (Full) | $15,001 - $50,000 | Jul 27, 2021 |
| Jan 15, 2020 | -- | Fidelity Ltd Term Muni Income Fund | Sale (Full) | $1,001 - $15,000 | Jul 27, 2021 |
| Dec 9, 2020 | PAVE | Global X Funds Global X US Infrastructur... | Purchase | $1,001 - $15,000 | Jul 27, 2021 |
| Dec 11, 2020 | PAVE | Global X Funds Global X US Infrastructur... | Purchase | $1,001 - $15,000 | Jul 27, 2021 |
| Feb 25, 2020 | GBDC | Golub Captial BDC Inc | Purchase | $1,001 - $15,000 | Jul 27, 2021 |
| Jun 26, 2020 | IVV | iShares Core S&P 500 ETF | Sale (Full) | $15,001 - $50,000 | Jul 27, 2021 |
| Mar 22, 2019 | FSTFX | Fidelity Limited Term Municipal Inc. | Purchase | $15,001 - $50,000 | Jul 30, 2020 |
| May 30, 2019 | GBDC | Golub Capital bDC, Inc. | Purchase | $15,001 - $50,000 | Jul 30, 2020 |
| Jan 10, 2019 | QQQ | Invesco QQQ Trust, Series 1 | Sale (Full) | $1,001 - $15,000 | Jul 30, 2020 |
| Mar 4, 2019 | IEFA | iShares Core MSCI EAFE ETF | Purchase | $15,001 - $50,000 | Jul 30, 2020 |
| Dec 31, 2019 | FIKMX | Fidelity Advisor Real Estate Income Z | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| May 30, 2019 | FFRHX | Fidelity FL High Income | Sale (Full) | $15,001 - $50,000 | Jul 30, 2020 |
| Mar 22, 2019 | FFHRX | Fidelity FL Rt High Income | Sale (Full) | $100,001 - $250,000 | Jul 30, 2020 |
| Jul 24, 2019 | IVV | iShares Core S&P 500 ETF | Purchase | $15,001 - $50,000 | Jul 30, 2020 |
| Jan 10, 2019 | VGT | Vanguard Information Tech ETF | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| Mar 4, 2019 | IVV | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| Mar 4, 2019 | IJH | iShares Core S&P Mid-Cap ETF | Purchase | $15,001 - $50,000 | Jul 30, 2020 |
| Jul 24, 2019 | IJH | iShares Core S&P Mid-Cap ETF | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| Mar 4, 2019 | IJR | iShares Core S&P Small-Cap ETF | Purchase | $15,001 - $50,000 | Jul 30, 2020 |
| Jul 24, 2019 | IJR | iShares Core S&P Small-Cap ETF | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| Dec 31, 2019 | IWN | iShares Russell 2000 Value ETF | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| Dec 31, 2019 | IVE | iShares S&P 500 Value ETF | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| Jul 8, 2019 | AMJ | JPMorgan Chase Capital XVI JP Morgan Ale... | Sale (Full) | $1,001 - $15,000 | Jul 30, 2020 |
| Sep 20, 2019 | MDY | SPDR MidCap Trust Series I | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| Jun 21, 2019 | SPY | SPDR S&P 500 | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| Jun 21, 2019 | VEA | Vanguard FTSE Developed Markets ETF | Purchase | $1,001 - $15,000 | Jul 30, 2020 |
| Mar 27, 2019 | -- | Brookville OH Loc Sch Dist | Purchase | $50,001 - $100,000 | Jul 30, 2020 |
| Apr 3, 2019 | -- | Buckeye OH Cent Loc Sch Dist. | Purchase | $50,001 - $100,000 | Jul 30, 2020 |
| Mar 25, 2019 | -- | East Muskingum OH Loc Sch Dist. | Purchase | $50,001 - $100,000 | Jul 30, 2020 |
| Sep 30, 2019 | FIKMX | Fidelity Advisor Real Estate Income Z | Purchase | $15,001 - $50,000 | Jul 30, 2020 |
| Apr 2, 2019 | -- | Bessemer AL GO bd. | Purchase | $50,001 - $100,000 | Jul 30, 2020 |
| Mar 22, 2019 | VCSH | Vanguard Short-Term Corporate bond ETF | Purchase | $15,001 - $50,000 | Jul 30, 2020 |
| Mar 28, 2019 | -- | Delaware OH Cry Sch Dist. | Purchase | $50,001 - $100,000 | Jul 30, 2020 |
| Dec 21, 2018 | Aston/Fairpointe Mid Cap 1 fund | Sale (Full) | $100,001 - $250,000 | May 8, 2019 | |
| Dec 11, 2018 | Fidelity High Income Fund | Sale (Full) | $50,001 - $100,000 | May 8, 2019 | |
| Jul 3, 2017 | DVMT | Dell Technologies Inc. Class V | Sale (Full) | $1,001 - $15,000 | May 8, 2019 |
| Mar 29, 2018 | DISCA | Discovery, Inc. - Series A | Sale (Full) | $1,001 - $15,000 | May 8, 2019 |
| Jul 3, 2017 | AMZN | Amazon.com, Inc. | Purchase | $1,001 - $15,000 | May 8, 2019 |
| Mar 29, 2018 | BLK | blackRock, Inc. | Purchase | $15,001 - $50,000 | May 8, 2019 |