Susie LeeFiling

annual Report | Filed on 13 Aug 2021

This congressional financial disclosure from Susie Lee (annual report) filed on August 13, 2021 contains 19 stock trades including MPBFX, ITOT, AVGYX, MDLOX, ONEQ and 8 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

Copy Portfolio Claim Free Asset

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 Lee

Filing Type

annual Report

Filed Date

13 Aug 2021

View Original Filing (PDF)

Transactions

19 transactions


aRW Subtrust ⇒ Fidelity I... MDLOX	P	21 Dec 2020	$1,001 - $15,000	Dependent Child. Dividend reinvestment.
aRW Subtrust ⇒ Fidelity I... MDLOX	P	21 Dec 2020	$1,001 - $15,000	Dependent Child. Dividend reinvestment.
Bank of New York IRa ⇒ BN... MPBFX	P	8 Dec 2020	$1,001 - $15,000	Spouse. Dividend reinvestment.
aRW Subtrust ⇒ Fidelity I... ATGAX	P	3 Dec 2020	$1,001 - $15,000	Dependent Child. Capital gains reinvestment.
aRW Subtrust ⇒ Fidelity I... ATGAX	P	3 Dec 2020	$1,001 - $15,000	Dependent Child. Capital Gains reinvestment.
aRW Subtrust ⇒ Fidelity I... FTBFX	P	9 Oct 2020	$1,001 - $15,000	Dependent Child. Dividend reinvestment.
aRW Subtrust ⇒ Fidelity I... ITOT	S (partial)	25 Aug 2020	$15,001 - $50,000	Dependent Child
aRW Subtrust ⇒ Fidelity I... ONEQ	S (partial)	25 Aug 2020	$15,001 - $50,000	Dependent Child
aRW Subtrust ⇒ Fidelity I... ITOT	S (partial)	25 Aug 2020	$15,001 - $50,000	Dependent Child
aRW Subtrust ⇒ Fidelity I... MYE	S	25 Aug 2020	$15,001 - $50,000	Dependent Child
aRW Subtrust ⇒ Fidelity I... MYE	S	25 Aug 2020	$15,001 - $50,000	Dependent Child
aRW Subtrust ⇒ Fidelity I... MDLOX	P	17 Jul 2020	$1,001 - $15,000	Dependent Child. Dividend reinvestment.
Bank of New York IRa ⇒ BN... AVGAX	S	2 Jul 2020	$1,001 - $15,000	Spouse
Bank of New York IRa ⇒ aS... ASFYX	S	2 Jul 2020	$1,001 - $15,000	Spouse
Bank of New York Brokerag... AVGYX	S	1 Jul 2020	$1,001 - $15,000	Spouse
Bank of New York Brokerag... MPNIX	P	30 Jun 2020	$1,001 - $15,000	Spouse
Bank of New York IRa ⇒ BN... MFOMX	P	26 Mar 2020	$1,001 - $15,000	Spouse
Bank of New York Brokerag... MFOMX	P	26 Mar 2020	$1,001 - $15,000	Spouse
Bank of New York Brokerag... DFLYX	S	19 Mar 2020	$1,001 - $15,000	Spouse