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Purchase track record

Not enough history. Based on 1 purchase with a full 90 days of price history.

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Avg. 90-day return+6.1%
vs. S&P 500-1.0%
Beat the market0%
Paper profit on buys−$3K
Total bought / sold$45K / $43K

Reported trades

Filed Stock Type Shares Price Value Since
Mar 23SEC AIOVirtus Artificial Intelligence & Technology Opportunities Fund Sell 2,000 $21.56 $43K +17.9%
Feb 10SEC DPGDuff & Phelps Utility & Infrastructure Fund Inc. Buy 3,2503,393 held (+2273%) $13.81 $45K -5.8%
  • Buy

    President William Patrick Bradley III bought $45K of DPG at $13.81 — first open-market purchase in our records; raises the stake by 2273%.