Sheldon WhitehouseDéclaration

Annual Report | Déposée le 01 Mar 2021

Cette déclaration financière du Congrès déposée par Sheldon Whitehouse (annual report) contient 156 transactions boursières. Elle a été déposée le 1 mars 2021. Les titres déclarés incluent XLK, WMFFX, IEMG, OAKMX, MINT et 91 autres. En vertu du STOCK Act, les membres du Congrès sont tenus de divulguer leurs transactions sur titres sous 45 jours.

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Nom du politicien

Sheldon Whitehouse

Type de déclaration

Annual Report

Date de dépôt

01 Mar 2021

Voir la déclaration originale

Transactions

156 transactions


ProShares S&P 500 Dividen... NOBL	Purchase	23 Dec 2019	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Purchase	23 Dec 2019	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Purchase	23 Dec 2019	$1,001 - $15,000	n/a
International Business Ma... IBM	Sale (Full)	19 Dec 2019	$1,001 - $15,000	--
John Hancock Funds Absolu... JCUIX	Sale (Full)	10 Dec 2019	$1,001 - $15,000	n/a
PIMCO Enhanced Short Matu... MINT	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
Nationwide Geneva Small C... NWKDX	Purchase	9 Dec 2019	$15,001 - $50,000	n/a
Health Care Select Sector... XLV	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
PIMCO Enhanced Short Matu... MINT	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
ProShares S&P 500 Dividen... NOBL	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
ProShares S&P 500 Dividen... NOBL	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
Oakmark Fund Advisor Clas... OAYMX	Sale (Full)	9 Dec 2019	$1,001 - $15,000	n/a
iShares U.S. Medical Devi... IHI	Purchase	9 Dec 2019	$1,001 - $15,000	n/a
Vanguard Health Care Fund... VGHCX	Sale (Full)	6 Dec 2019	$15,001 - $50,000	n/a
Royce Premier Fund Invest... RYPRX	Sale (Full)	5 Dec 2019	$15,001 - $50,000	n/a
Royce Premier Fund Invest... RYPRX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Vanguard Short-Term Corpo... VCSH	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
T. Rowe Price Blue Chip G... TRBCX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Invesco S&P Global Water ... CGW	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Invesco Diversified Divid... LCEYX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
PIMCO Enhanced Short Matu... MINT	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
PIMCO Enhanced Short Matu... MINT	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
American Funds EuroPacifi... AEPFX	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Communication Services Se... XLC	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
Vanguard Real Estate Inde... VNQ	Purchase	15 Oct 2019	$1,001 - $15,000	n/a
iShares Gold Trust IAU	Purchase	10 Oct 2019	$1,001 - $15,000	n/a
JPMorgan High Yield Fund ... OHYFX	Sale (Full)	10 Oct 2019	$1,001 - $15,000	n/a
Vanguard Real Estate Inde... VNQ	Purchase	10 Oct 2019	$1,001 - $15,000	n/a
Cohen & Steers Real Estat... CSDIX	Purchase	30 Sept 2019	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Sale (Full)	27 Sept 2019	$1,001 - $15,000	n/a
Parnassus Core Equity Fun... PRBLX	Purchase	16 Sept 2019	$15,001 - $50,000	n/a
Oakmark Fund Advisor Clas... OAYMX	Sale (Partial)	16 Sept 2019	$1,001 - $15,000	n/a
Parnassus Endeavor Fund I... PARWX	Sale (Full)	16 Sept 2019	$15,001 - $50,000	n/a
Virtus KAR Small-Cap Grow... PXSGX	Purchase	16 Sept 2019	$1,001 - $15,000	n/a
iShares Gold Trust IAU	Purchase	5 Sept 2019	$1,001 - $15,000	n/a
Oakmark International Fun... OAKIX	Sale (Full)	3 Sept 2019	$1,001 - $15,000	n/a
Harding Loevner Internati... HLMIX	Sale (Full)	3 Sept 2019	$1,001 - $15,000	n/a
CVS Health Corporation CVS	Purchase	27 Aug 2019	$1,001 - $15,000	--
Oakmark Fund Advisor Clas... OAYMX	Sale (Full)	27 Aug 2019	$15,001 - $50,000	n/a
Tesla, Inc. TSLA	Sale (Full)	27 Aug 2019	$1,001 - $15,000	--
Tesla, Inc. TSLA	Sale (Full)	27 Aug 2019	$15,001 - $50,000	--
AT&T Inc. T	Purchase	27 Aug 2019	$1,001 - $15,000	--
JPMorgan High Yield Fund ... OHYFX	Sale (Partial)	8 Aug 2019	$1,001 - $15,000	n/a
Invesco Balanced-Risk Com... BRCYX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
Dodge & Cox International... DODFX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
AlphaSimplex Global Alter... GAFYX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
Fidelity Advisor New Mark... FGBMX	Purchase	8 Aug 2019	$1,001 - $15,000	n/a
Goldman Sachs ActiveBeta ... GSLC	Purchase	8 Aug 2019	$1,001 - $15,000	n/a
Harbor Capital Appreciati... HACAX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
BlackRock Global Long/Sho... BGCIX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
Neuberger Berman Long Sho... NLSIX	Sale (Full)	8 Aug 2019	$1,001 - $15,000	n/a
PIMCO Total Return Fund I... PTTRX	Purchase	8 Aug 2019	$15,001 - $50,000	n/a
Oakmark Fund Investor Cla... OAKMX	Sale (Full)	18 Jul 2019	$1,001 - $15,000	n/a
T. Rowe Price New Asia Fu... PRASX	Sale (Full)	17 Jul 2019	$1,001 - $15,000	n/a
ClearBridge International... LMGNX	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
Federated Hermes MDT Smal... QISGX	Sale (Full)	17 Jul 2019	$1,001 - $15,000	n/a
Janus Henderson Enterpris... JMGRX	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
American Funds Fundamenta... FINFX	Sale (Partial)	17 Jul 2019	$1,001 - $15,000	n/a
Cohen & Steers Real Estat... CSDIX	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
ClearBridge Aggressive Gr... SAGYX	Sale (Full)	17 Jul 2019	$1,001 - $15,000	n/a
American Funds American B... AMBFX	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
iShares Gold Trust IAU	Purchase	17 Jul 2019	$1,001 - $15,000	n/a
Harding Loevner Emerging ... HLEMX	Sale (Full)	17 Jul 2019	$1,001 - $15,000	n/a
International Business Ma... IBM	Sale (Full)	5 Jul 2019	$1,001 - $15,000	--
International Business Ma... IBM	Sale (Full)	5 Jul 2019	$1,001 - $15,000	--
HLOIX - Hartford Long/Sho...	Sale (Full)	2 Jul 2019	$15,001 - $50,000	n/a
Vanguard Real Estate Inde... VNQ	Purchase	24 Jun 2019	$1,001 - $15,000	n/a
Invesco KBW Premium Yield... KBWY	Sale (Full)	24 Jun 2019	$1,001 - $15,000	n/a
Oakmark Fund Investor Cla... OAKMX	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
SPDR S&P Biotech ETF XBI	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
Columbia Dividend Income ... GSFTX	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
Health Care Select Sector... XLV	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
John Hancock Financial Op... BTO	Sale (Partial)	18 Jun 2019	$1,001 - $15,000	n/a
Nestlé S.A. NSRGY	Sale (Full)	5 Jun 2019	$15,001 - $50,000	--
iShares International Sel... IDV	Purchase	5 Jun 2019	$15,001 - $50,000	n/a
The Coca-Cola Company KO	Purchase	5 Jun 2019	$1,001 - $15,000	--
iShares International Sel... IDV	Purchase	5 Jun 2019	$15,001 - $50,000	n/a
Technology Select Sector ... XLK	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
American Funds Washington... WMFFX	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
Eaton Vance Income Fund o... EIBIX	Sale (Full)	3 Jun 2019	$1,001 - $15,000	n/a
Eaton Vance Income Fund o... EIBIX	Sale (Full)	3 Jun 2019	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
Columbia Dividend Income ... GSFTX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
Calvert Equity Fund Class... CEYIX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
Columbia Overseas Value F... COSZX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
American Funds New World ... NFFFX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
ClearBridge International... LMGNX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
T. Rowe Price New Asia Fu... PRASX	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
Invesco KBW Premium Yield... KBWY	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
ClearBridge Aggressive Gr... SAGYX	Sale (Full)	3 Jun 2019	$1,001 - $15,000	n/a
ClearBridge International... LMGNX	Purchase	3 Jun 2019	$1,001 - $15,000	n/a
Vanguard Information Tech... VGT	Sale (Partial)	3 Jun 2019	$1,001 - $15,000	n/a
Communication Services Se... XLC	Purchase	20 May 2019	$1,001 - $15,000	n/a
NVIDIA Corporation NVDA	Purchase	17 May 2019	$1,001 - $15,000	--
iShares TIPS Bond ETF TIP	Purchase	16 May 2019	$1,001 - $15,000	n/a
John Hancock Financial Op... BTO	Purchase	16 May 2019	$1,001 - $15,000	n/a
CVS Health Corporation CVS	Purchase	16 May 2019	$1,001 - $15,000	--
Fidelity Advisor New Mark... FGZMX	Sale (Full)	10 May 2019	$1,001 - $15,000	n/a
iShares Core S&P Total U.... ITOT	Purchase	10 May 2019	$15,001 - $50,000	n/a
iShares U.S. Medical Devi... IHI	Purchase	23 Apr 2019	$1,001 - $15,000	n/a
American Funds The Income... AMEFX	Purchase	23 Apr 2019	$1,001 - $15,000	n/a
iShares Core MSCI Emergin... IEMG	Purchase	18 Apr 2019	$1,001 - $15,000	n/a
Invesco KBW Premium Yield... KBWY	Sale (Full)	18 Apr 2019	$1,001 - $15,000	n/a
Square, Inc. SQ	Purchase	18 Apr 2019	$1,001 - $15,000	--
JPMorgan Small Cap Blend ... JDSCX	Sale (Partial)	18 Apr 2019	$15,001 - $50,000	n/a
AT&T Inc. T	Purchase	18 Apr 2019	$1,001 - $15,000	--
TE Connectivity Ltd. TEL	Sale (Full)	18 Apr 2019	$1,001 - $15,000	--
Intel Corporation INTC	Purchase	18 Apr 2019	$15,001 - $50,000	--
Siemens Aktiengesellschaf... SIEGY	Purchase	18 Apr 2019	$15,001 - $50,000	--
The Progressive Corporati... PGR	Purchase	18 Apr 2019	$1,001 - $15,000	--
Calvert Small-Cap Fund Cl... CSVIX	Purchase	18 Apr 2019	$15,001 - $50,000	n/a
Cognex Corporation CGNX	Purchase	18 Apr 2019	$15,001 - $50,000	--
Columbia Dividend Income ... GSFTX	Purchase	18 Apr 2019	$1,001 - $15,000	n/a
McDonald's Corporation MCD	Purchase	18 Apr 2019	$1,001 - $15,000	--
John Hancock Financial Op... BTO	Purchase	18 Apr 2019	$1,001 - $15,000	n/a
Intel Corporation INTC	Purchase	18 Apr 2019	$1,001 - $15,000	--
Columbia Dividend Income ... GSFTX	Purchase	18 Apr 2019	$1,001 - $15,000	n/a
Verizon Communications In... VZ	Purchase	18 Apr 2019	$1,001 - $15,000	--
Harbor Capital Appreciati... HACAX	Sale (Partial)	3 Apr 2019	$1,001 - $15,000	n/a
MFS Value Fund Class I MEIIX	Sale (Full)	3 Apr 2019	$1,001 - $15,000	n/a
Biogen Inc. BIIB	Sale (Full)	22 Mar 2019	$1,001 - $15,000	--
The Boeing Company BA	Sale (Full)	15 Mar 2019	$15,001 - $50,000	--
The Boeing Company BA	Sale (Full)	15 Mar 2019	$1,001 - $15,000	--
PBE-Invesco Dynamic Biote...	Sale (Full)	15 Mar 2019	$50,001 - $100,000	n/a
T. Rowe Price Institution... RPIFX	Sale (Full)	3 Mar 2019	$1,001 - $15,000	n/a
American Funds New World ... NFFFX	Purchase	1 Mar 2019	$1,001 - $15,000	n/a
iShares Edge MSCI Min Vol... EFAV	Purchase	1 Mar 2019	$1,001 - $15,000	n/a
Global X Lithium & Batter... LIT	Sale (Full)	1 Mar 2019	$1,001 - $15,000	n/a
PIMCO Low Duration Income... PFTPX	Purchase	1 Mar 2019	$1,001 - $15,000	n/a
Vanguard Information Tech... VGT	Sale (Full)	1 Mar 2019	$1,001 - $15,000	n/a
Facebook, Inc. FB	Sale (Full)	27 Feb 2019	$15,001 - $50,000	--
Netflix, Inc. NFLX	Sale (Partial)	27 Feb 2019	$1,001 - $15,000	--
The Procter & Gamble Comp... PG	Purchase	27 Feb 2019	$1,001 - $15,000	--
Baron International Growt... BINIX	Purchase	27 Feb 2019	$1,001 - $15,000	n/a
PepsiCo, Inc. PEP	Purchase	27 Feb 2019	$1,001 - $15,000	--
Nestlé S.A. NSRGY	Sale (Partial)	27 Feb 2019	$15,001 - $50,000	--
PIMCO Low Duration Income... PFTPX	Purchase	27 Feb 2019	$15,001 - $50,000	n/a
AT&T Inc. T	Purchase	27 Feb 2019	$1,001 - $15,000	--
iShares Core S&P 500 ETF IVV	Sale (Full)	25 Feb 2019	$1,001 - $15,000	n/a
iShares S&P Mid-Cap 400 G... IJK	Sale (Full)	25 Feb 2019	$1,001 - $15,000	n/a
Harbor Capital Appreciati... HACAX	Sale (Partial)	22 Feb 2019	$1,001 - $15,000	n/a
FMKIX - Fidelity Advisor ...	Sale (Full)	22 Feb 2019	$1,001 - $15,000	n/a
Dodge & Cox Income Fund DODIX	Sale (Full)	22 Feb 2019	$15,001 - $50,000	n/a
Jensen Quality Growth Fun... JENIX	Purchase	22 Feb 2019	$1,001 - $15,000	n/a
PIMCO High Yield Fund Ins... PHIYX	Purchase	22 Feb 2019	$1,001 - $15,000	n/a
Hasbro, Inc. HAS	Sale (Partial)	12 Feb 2019	$15,001 - $50,000	--
Vanguard Communication Se... VOX	Purchase	12 Feb 2019	$1,001 - $15,000	n/a
Industrial Select Sector ... XLI	Purchase	12 Feb 2019	$1,001 - $15,000	n/a
American Funds New World ... NFFFX	Purchase	11 Feb 2019	$1,001 - $15,000	n/a
American Funds The Income... AMEFX	Purchase	11 Feb 2019	$1,001 - $15,000	n/a
PIMCO Low Duration Income... PFTPX	Purchase	24 Jan 2019	$15,001 - $50,000	n/a
AT&T Inc. T	Purchase	24 Jan 2019	$1,001 - $15,000	--
iShares TIPS Bond ETF TIP	Purchase	24 Jan 2019	$15,001 - $50,000	n/a
Fidelity Advisor New Mark... FGZMX	Purchase	8 Jan 2019	$1,001 - $15,000	n/a
Dodge & Cox Income Fund DODIX	Sale (Partial)	8 Jan 2019	$1,001 - $15,000	n/a