Susie LeeFiling
Annual Report | Filed on Unknown
This congressional financial disclosure from Susie Lee (annual report) contains 42 stock trades including DPUYX, GJRTX, DDIFX, GABAX, AQUA and 23 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
Want to automatically copy Pelosi trades?
Mirror Nancy Pelosi's portfolio with just one click on eToro.
Free asset at sign up • Eligible regions only
Live portfolio tracking
Automatic rebalancing
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.
Not available in the US.
Past Performance is not an indication of future results.
*Free asset promotion available at sign up in eligible regions only. Terms and conditions apply.
Politician Name
Susie LeeFiling Type
Annual Report
Filed Date
Unknown
Transactions
42 transactions
DDIFX | P | 29 Dec 2023 | $15,001 - $50,000 | Dependent Child |
GABAX | P | 28 Dec 2023 | $1,001 - $15,000 | Dependent Child. D: Dividend reinvestment |
GABCX | P | 28 Dec 2023 | $1,001 - $15,000 | Dependent Child. D: Dividend reinvestment |
IVV | P | 28 Dec 2023 | $100,001 - $250,000 | Dependent Child |
DPUYX | S (partial) | 27 Dec 2023 | $100,001 - $250,000 | Dependent Child |
MPMCX | S (partial) | 26 Dec 2023 | $15,001 - $50,000 | Dependent Child |
IVV | P | 22 Dec 2023 | $100,001 - $250,000 | Dependent Child |
DPUYX | S (partial) | 21 Dec 2023 | $100,001 - $250,000 | Dependent Child |
NWAEX | P | 21 Dec 2023 | $1,001 - $15,000 | Dependent Child |
DSGYX | P | 15 Dec 2023 | $1,001 - $15,000 | Dependent Child |
MPMCX | P | 14 Dec 2023 | $15,001 - $50,000 | Dependent Child |
Columbia Income Opp 529 P... | S (partial) | 14 Dec 2023 | $1,001 - $15,000 | Dependent Child. L: SC D: Withdrawal for eligible education expenses. |
DPUYX | P | 14 Dec 2023 | $100,001 - $250,000 | Dependent Child |
IVV | P | 12 Dec 2023 | $15,001 - $50,000 | Dependent Child |
DPUYX | S (partial) | 8 Dec 2023 | $15,001 - $50,000 | Dependent Child |
DPUYX | S (partial) | 8 Dec 2023 | $1,001 - $15,000 | Dependent Child |
GJRTX | P | 30 Nov 2023 | $50,001 - $100,000 | Dependent Child |
DRRYX | S | 29 Nov 2023 | $1,001 - $15,000 | Dependent Child |
DRRYX | S (partial) | 29 Nov 2023 | $50,001 - $100,000 | Dependent Child |
GABSX | P | 18 Oct 2023 | $1,001 - $15,000 | Dependent Child. D: Dividend reinvestment |
RCL | S | 13 Sept 2023 | $1,001 - $15,000 | Joint |
CMCYX | S | 29 Aug 2023 | $1,001 - $15,000 | Dependent Child |
SDY | S (partial) | 22 Aug 2023 | $15,001 - $50,000 | Dependent Child |
Columbia Income Opp 529 P... | S (partial) | 18 Aug 2023 | $15,001 - $50,000 | Dependent Child. L: SC D: Withdrawal for eligible education expenses. |
DSPIX | S | 10 Jul 2023 | $15,001 - $50,000 | Joint |
IJR | P | 24 May 2023 | $50,001 - $100,000 | Dependent Child |
SBYEX | S | 12 May 2023 | $50,001 - $100,000 | Dependent Child. L: US D: Fund was liquidated by BNY Mellon Investment Fund... |
AQUA | S | 9 May 2023 | $15,001 - $50,000 | Joint |
MSI | S | 9 May 2023 | $15,001 - $50,000 | Joint |
IT | S | 9 May 2023 | $1,001 - $15,000 | Joint |
ON | S | 9 May 2023 | $1,001 - $15,000 | Joint |
NDAQ | S | 9 May 2023 | $1,001 - $15,000 | Joint |
IQV | S | 9 May 2023 | $1,001 - $15,000 | Joint |
SUB | P | 9 May 2023 | $250,001 - $500,000 | Dependent Child |
KEYS | S | 9 May 2023 | $1,001 - $15,000 | Joint |
TGEIX | P | 8 May 2023 | $15,001 - $50,000 | Dependent Child |
AJG | S | 20 Apr 2023 | $15,001 - $50,000 | Joint |
IQV | S (partial) | 20 Apr 2023 | $1,001 - $15,000 | Joint |
LPLA | S | 20 Apr 2023 | $15,001 - $50,000 | Joint |
DPUYX | P | 29 Mar 2023 | $15,001 - $50,000 | Dependent Child |
SDY | P | 4 Jan 2023 | $100,001 - $250,000 | Dependent Child |
SDY | P | 3 Jan 2023 | $15,001 - $50,000 | Dependent Child |