Carlos Mr Curbelo
STOCK Act filings · simulated, not advice.
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 01/11/2017 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
FSLR First solar, Inc. (FsLR) | Purchase Owner: Self | $1,001 - $15,000 | 04/06/2017 | 04/06/2017 | +598.3% vs SPY +327.0% | +593.4% vs SPY +321.7% | 20007018 |
BAC Bank of america Corporation (BaC) | Sale Owner: Self | $1,001 - $15,000 | 03/24/2017 | 04/03/2017 | -166.7% vs SPY +107.2% | -163.1% vs SPY +108.2% | 20006994 |
BAC Bank of america Corporation (BaC) | Sale Owner: Self | $1,001 - $15,000 | 03/24/2017 | 04/03/2017 | -166.7% vs SPY +107.2% | -163.1% vs SPY +108.2% | 20006994 |
BAC Bank of america Corporation (BaC) | Sale Owner: Self | $15,001 - $50,000 | 03/24/2017 | 04/03/2017 | -166.7% vs SPY +107.2% | -163.1% vs SPY +108.2% | 20006994 |
OPK opko Health, Inc. (oPK) | Purchase Owner: Self | $1,001 - $15,000 | 03/02/2017 | 03/02/2017 | -76.9% vs SPY -345.4% | -76.9% vs SPY -345.2% | 20006840 |
OPK opko Health, Inc. (oPK) | Purchase Owner: Self | $1,001 - $15,000 | 02/07/2017 | 02/07/2017 | -79.3% vs SPY -362.8% | -79.1% vs SPY -362.1% | 20006715 |
CSX CsX Corporation (CsX) | Sale Owner: Self | $15,001 - $50,000 | 01/30/2017 | 01/31/2017 | -265.6% vs SPY +20.3% | -268.7% vs SPY +17.1% | 20006644 |
BAC Bank of america Corporation (BaC) | Sale Owner: Self | $50,001 - $100,000 | 01/30/2017 | 01/31/2017 | -169.5% vs SPY +116.4% | -170.2% vs SPY +115.6% | 20006644 |
CL Colgate-Palmolive Company (CL) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +85.1% vs SPY -207.8% | +85.4% vs SPY -201.2% | 20006516 |
BLK BlackRock, Inc. (BLK) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +287.9% vs SPY -5.0% | +287.5% vs SPY +0.8% | 20006516 |
BDX Becton, dickinson and Company (BdX) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +81.9% vs SPY -210.9% | +73.4% vs SPY -213.3% | 20006516 |
AAPL Apple Inc. (AAPL) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -1146.7% vs SPY -853.8% | -1105.8% vs SPY -819.1% | 20006516 |
ABC AmerisourceBergen Corporation (ABC) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
YUM Yum! Brands, Inc. (YUM) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -196.2% vs SPY +96.7% | -189.5% vs SPY +97.2% | 20006516 |
YUMC Yum China Holdings, Inc. (YUMC) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -103.0% vs SPY +189.8% | -103.5% vs SPY +183.2% | 20006516 |
DIS Walt disney Company (dIS) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -18.0% vs SPY +274.9% | -12.4% vs SPY +274.3% | 20006516 |
V Visa Inc. (V) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +477.1% vs SPY +184.2% | +450.4% vs SPY +163.7% | 20006516 |
AMP Ameriprise Financial, Inc. (AMP) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +449.8% vs SPY +156.9% | +430.1% vs SPY +143.4% | 20006516 |
VOO Vanguard S&P 500 ETF (VOO) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -295.3% vs SPY -2.4% | -289.2% vs SPY -2.5% | 20006516 |
UTX United Technologies Corporation (UTX) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
TJX TJX Companies, Inc. (TJX) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +319.9% vs SPY +27.0% | +313.8% vs SPY +27.2% | 20006516 |
TWX Time Warner Inc. New (TWX) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
TMO Thermo Fisher Scientific Inc (TMO) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +408.6% vs SPY +115.8% | +390.8% vs SPY +104.1% | 20006516 |
SBUX Starbucks Corporation (SBUX) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +133.0% vs SPY -159.8% | +122.7% vs SPY -164.0% | 20006516 |
SPG Simon Property group, Inc. (SPg) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -108.1% vs SPY +184.8% | -103.1% vs SPY +183.5% | 20006516 |
COL Rockwell Collins, Inc. (COL) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
ROK Rockwell Automation, Inc. (ROK) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +296.5% vs SPY +3.6% | +276.2% vs SPY -10.5% | 20006516 |
RHT Red Hat, Inc. (RHT) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
GOOGL Alphabet Inc. - Class A (gOOgL) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -613.5% vs SPY -320.6% | -581.3% vs SPY -294.6% | 20006516 |
PRXL PAREXEL International Corporation (PRXL) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
ORLY O'Reilly Automotive, Inc. (ORLY) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +384.8% vs SPY +92.0% | +379.8% vs SPY +93.1% | 20006516 |
NKE Nike, Inc. (NKE) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +12.8% vs SPY +305.6% | +15.8% vs SPY +302.5% | 20006516 |
MYL Mylan N.V. (MYL) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
MDT Medtronic plc. Ordinary Shares (MdT) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +79.7% vs SPY -213.1% | +72.0% vs SPY -214.7% | 20006516 |
MMP Magellan Midstream Partners L.P. Limited Partnership (MMP) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
LOW Lowe's Companies, Inc. (LOW) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +262.5% vs SPY -30.4% | +261.8% vs SPY -24.9% | 20006516 |
KMI Kinder Morgan, Inc. (KMI) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +165.2% vs SPY -127.7% | +150.3% vs SPY -136.4% | 20006516 |
IBB iShares Nasdaq Biotechnology Index Fund (IBB) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -149.8% vs SPY +143.1% | -138.5% vs SPY +148.2% | 20006516 |
IVZ Invesco Ltd (IVZ) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +44.6% vs SPY -248.3% | +41.0% vs SPY -245.7% | 20006516 |
ADBE Adobe Systems Incorporated (AdBE) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +139.1% vs SPY -153.8% | +125.8% vs SPY -160.8% | 20006516 |
ICE Intercontinental Exchange Inc. (ICE) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +243.2% vs SPY -49.6% | +240.7% vs SPY -46.0% | 20006516 |
HON Honeywell International Inc. (HON) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +149.2% vs SPY -143.7% | +144.6% vs SPY -142.1% | 20006516 |
HLT Hilton Worldwide Holdings Inc. (HLT) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -577.9% vs SPY -285.0% | -575.6% vs SPY -288.9% | 20006516 |
FB Facebook, Inc. - Class A (FB) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | -16.0% vs SPY +8.9% | -16.0% vs SPY +8.9% | 20006516 |
ETP Energy Transfer Partners, L.P. ENERgY TRANSFER PARNTERS (ETP) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
ECL Ecolab Inc. (ECL) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +188.7% vs SPY -104.2% | +186.0% vs SPY -100.7% | 20006516 |
ASHS deutsche X-trackers Harvest CSI 500 China A-Shares Small Cap ETF (ASHS) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +13.2% vs SPY -279.7% | +10.4% vs SPY -276.3% | 20006516 |
DHR danaher Corporation (dHR) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +250.4% vs SPY -42.4% | +235.3% vs SPY -51.4% | 20006516 |
CVS CVS Health Corporation (CVS) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +58.1% vs SPY -234.8% | +50.7% vs SPY -236.0% | 20006516 |
CMCSA Comcast Corporation - Class A (CMCSA) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +4.4% vs SPY +297.3% | +7.9% vs SPY +294.6% | 20006516 |
ATVI Activision Blizzard, Inc (ATVI) | Sale Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | n/a | n/a | 20006516 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/30/2016 | 01/10/2017 | +156.7% vs SPY -136.2% | +158.9% vs SPY -127.8% | 20006516 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.