Earl Blumenauer
Trades
60
39 buy / 21 sell
Buy Win Rate
68%
19 buy trades scored
Avg. Buy Return
+11.7%
Dollar-weighted avg
vs S&P 500
-14.2%
Same holding periods
Trading Performance
Based on 19 buys scored - low sample, interpret with caution
Avg. Buy Return+11.7%
S&P 500 (same periods)+26.0%
Alpha vs S&P 500-14.2%
Buy Win Rate68%
Sell Timing75%
Buy / Sell Trades39 / 19
Buy/Sell Ratio2.1x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
60 trades disclosed
CMCSA
Comcast Corp 1.95%31 [CS
Type:
Buy
Date
Nov 21, 2024
CMCSA
Comcast Corp 4.65%33 [CS
Type:
Sell
Date
Nov 21, 2024
US Treasur NT 4%01/27 [GS
Type:
Buy
Date
Nov 19, 2024
NWN
Northwest Natural Holding Company Common Stock
Type:
Buy
Date
Nov 15, 2024
Bank of America C Var 27 [CS
Type:
Buy
Date
Nov 8, 2024
KR
The Kroger Co. 4.5% 29 [CS
Type:
Buy
Date
Nov 8, 2024
Toyota Motor Credit 3%/25 [CS
Type:
Sell
Date
Nov 8, 2024
TM
TM
Toyota Motor Credit 3%/25 [CS
Type:
Sell
Date
Nov 8, 2024
US Treasu NT 4.625% Due
Type:
Buy
Date
Oct 21, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Oct 15, 2024
STZ
Constellation BR 2.25%31 Due
Type:
Buy
Date
Oct 11, 2024
UNH
UnitedHealth Gro 3.75%25 [CS
Type:
Sell
Date
Oct 11, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Sep 27, 2024
TGT
Target Corp 2.35%30 [CS
Type:
Buy
Date
Sep 26, 2024
TGT
Target Corp 3.375%29 [CS
Type:
Sell
Date
Sep 26, 2024
VT
VTR
Ventas, Inc. Common Stock
Type:
Sell
Date
Sep 19, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Sep 13, 2024
US Treasur Nt 2.75%08/32 [GS
Type:
Buy
Date
Aug 29, 2024
NWN
Northwest Natural Holding Company Common Stock
Type:
Buy
Date
Aug 15, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Jul 26, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Jul 12, 2024
BAX
Baxter International Inc. Common
Type:
Buy
Date
Jul 9, 2024
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Jul 9, 2024
WBD
Warner Bros. Discovery, Inc. - Series
Type:
Sell
Date
Jul 9, 2024
CVS
CVS Health Corporation Common
Type:
Sell
Date
Jun 27, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Jun 21, 2024
US Treasu NT 4.625%04/31 [GS
Type:
Buy
Date
Jun 7, 2024
US Treasury 5.375%02/31USTBond
Type:
Sell
Date
Jun 7, 2024
ECL
ECOLAB Inc. 2.125% Due
Type:
Buy
Date
May 17, 2024
JPM
JPMorgan Chase & Var 35 Due
Type:
Buy
Date
May 17, 2024
US Treasur Nt 3.625% Due
Type:
Buy
Date
May 17, 2024
US Treasury Due [GS
Type:
Buy
Date
May 17, 2024
NWN
Northwest Natural Holding Company
Type:
Buy
Date
May 15, 2024
US Treasury Bill 24 Due
Type:
Buy
Date
Apr 30, 2024
ER
ERJ
Embraer S.A. Common Stock
Type:
Sell
Date
Apr 4, 2024
BX
Blackstone Inc. Common Stock
Type:
Sell
Date
Apr 4, 2024
CAT
Caterpillar, Inc. Common Stock
Type:
Sell
Date
Apr 4, 2024
KR
Kroger Company
Type:
Sell
Date
Apr 4, 2024
MGA
Magna International, Inc. Common
Type:
Sell
Date
Apr 4, 2024
MCK
McKesson Corporation Common
Type:
Sell
Date
Apr 4, 2024
DGX
Quest Diagnostics Incorporated
Type:
Sell
Date
Apr 4, 2024
RTX
RTX Corporation Common Stock
Type:
Buy
Date
Apr 4, 2024
SO
Southern Company
Type:
Buy
Date
Apr 4, 2024
V
Visa Inc.
Type:
Buy
Date
Apr 4, 2024
WFC
Wells Fargo & Co Var 29 Due
Type:
Buy
Date
Apr 4, 2024
GS
The Goldman Sachs Var 33 Due
Type:
Buy
Date
Apr 4, 2024
NKE
Nike, Inc. Common Stock
Type:
Buy
Date
Apr 4, 2024
TEL
TE Connectivity Ltd. New Switzerland Registered Shares
Type:
Sell
Date
Apr 4, 2024
US Treasury Bill [GS
Type:
Buy
Date
Mar 27, 2024
NWN
Northwest Natural Holding Company
Type:
Buy
Date
Feb 15, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Feb 12, 2024
PHG
Koninklijke Philips N.V. NY Registry
Type:
Buy
Date
Feb 12, 2024
PFE
Pfizer, Inc. Common Stock
Type:
Buy
Date
Feb 12, 2024
QCOM
QUALCOMM Incorporated -
Type:
Buy
Date
Feb 12, 2024
UL
UL
Unilever PLC Common Stock
Type:
Sell
Date
Feb 12, 2024
GOOGL
Alphabet Inc. - Class A Common
Type:
Sell
Date
Feb 1, 2024
US Treas NT 4.5% 11/33 [GS
Type:
Buy
Date
Dec 20, 2023
US Treas NT 4.5% 11/33 [GS
Type:
Buy
Date
Dec 15, 2023
ALK
Alaska Air Group, Inc.
Type:
Sell
Date
Dec 13, 2023
DE
DEO
Diageo plc
Type:
Buy
Date
Dec 7, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Nov 21, 2024 | CMCSA Comcast Corp 1.95%31 [CS | Buy | $15k - $50k | +16dFiling |
| Nov 21, 2024 | CMCSA Comcast Corp 4.65%33 [CS | Sell | $15k - $50k | +16dFiling |
| Nov 19, 2024 | US Treasur NT 4%01/27 [GS | Buy | $15k - $50k | +18dFiling |
| Nov 15, 2024 | NWN Northwest Natural Holding Company Common Stock | Buy | $1k - $15k | +22dFiling |
| Nov 8, 2024 | Bank of America C Var 27 [CS | Buy | $15k - $50k | +29dFiling |
| Nov 8, 2024 | KR The Kroger Co. 4.5% 29 [CS | Buy | $15k - $50k | +29dFiling |
| Nov 8, 2024 | Toyota Motor Credit 3%/25 [CS | Sell | $50k - $100k | +29dFiling |
| Nov 8, 2024 | TM TM Toyota Motor Credit 3%/25 [CS | Sell | $50k - $100k | +29dFiling |
| Oct 21, 2024 | US Treasu NT 4.625% Due | Buy | $15k - $50k | +15dFiling |
| Oct 15, 2024 | US Treasury Bill Due [GS | Buy | $15k - $50k | +21dFiling |
| Oct 11, 2024 | STZ Constellation BR 2.25%31 Due | Buy | $15k - $50k | +25dFiling |
| Oct 11, 2024 | UNH UnitedHealth Gro 3.75%25 [CS | Sell | $15k - $50k | +25dFiling |
| Sep 27, 2024 | US Treasury Bill Due [GS | Buy | $15k - $50k | +11dFiling |
| Sep 26, 2024 | TGT Target Corp 2.35%30 [CS | Buy | $15k - $50k | +12dFiling |
| Sep 26, 2024 | TGT Target Corp 3.375%29 [CS | Sell | $15k - $50k | +12dFiling |
| Sep 19, 2024 | VT VTR Ventas, Inc. Common Stock | Sell | $15k - $50k | +19dFiling |
| Sep 13, 2024 | US Treasury Bill Due [GS | Buy | $1k - $15k | +25dFiling |
| Aug 29, 2024 | US Treasur Nt 2.75%08/32 [GS | Buy | $15k - $50k | +8dFiling |
| Aug 15, 2024 | NWN Northwest Natural Holding Company Common Stock | Buy | $1k - $15k | +22dFiling |
| Jul 26, 2024 | US Treasury Bill Due [GS | Buy | $15k - $50k | +11dFiling |
| Jul 12, 2024 | US Treasury Bill Due [GS | Buy | $15k - $50k | +25dFiling |
| Jul 9, 2024 | BAX Baxter International Inc. Common | Buy | $15k - $50k | +28dFiling |
| Jul 9, 2024 | MDT Medtronic plc. Ordinary Shares | Sell | $1k - $15k | +28dFiling |
| Jul 9, 2024 | WBD Warner Bros. Discovery, Inc. - Series | Sell | $1k - $15k | +28dFiling |
| Jun 27, 2024 | CVS CVS Health Corporation Common | Sell | $1k - $15k | +9dFiling |
| Jun 21, 2024 | US Treasury Bill Due [GS | Buy | $15k - $50k | +15dFiling |
| Jun 7, 2024 | US Treasu NT 4.625%04/31 [GS | Buy | $15k - $50k | +29dFiling |
| Jun 7, 2024 | US Treasury 5.375%02/31USTBond | Sell | $15k - $50k | +29dFiling |
| May 17, 2024 | ECL ECOLAB Inc. 2.125% Due | Buy | $15k - $50k | +20dFiling |
| May 17, 2024 | JPM JPMorgan Chase & Var 35 Due | Buy | $15k - $50k | +20dFiling |
| May 17, 2024 | US Treasur Nt 3.625% Due | Buy | $15k - $50k | +20dFiling |
| May 17, 2024 | US Treasury Due [GS | Buy | $15k - $50k | +20dFiling |
| May 15, 2024 | NWN Northwest Natural Holding Company | Buy | $1k - $15k | +22dFiling |
| Apr 30, 2024 | US Treasury Bill 24 Due | Buy | $15k - $50k | +4dFiling |
| Apr 4, 2024 | ER ERJ Embraer S.A. Common Stock | Sell | $1k - $15k | +30dFiling |
| Apr 4, 2024 | BX Blackstone Inc. Common Stock | Sell | $1k - $15k | +30dFiling |
| Apr 4, 2024 | CAT Caterpillar, Inc. Common Stock | Sell | $1k - $15k | +30dFiling |
| Apr 4, 2024 | KR Kroger Company | Sell | $1k - $15k | +30dFiling |
| Apr 4, 2024 | MGA Magna International, Inc. Common | Sell | $1k - $15k | +30dFiling |
| Apr 4, 2024 | MCK McKesson Corporation Common | Sell | $15k - $50k | +30dFiling |
| Apr 4, 2024 | DGX Quest Diagnostics Incorporated | Sell | $1k - $15k | +30dFiling |
| Apr 4, 2024 | RTX RTX Corporation Common Stock | Buy | $1k - $15k | +30dFiling |
| Apr 4, 2024 | SO Southern Company | Buy | $15k - $50k | +30dFiling |
| Apr 4, 2024 | V Visa Inc. | Buy | $1k - $15k | +30dFiling |
| Apr 4, 2024 | WFC Wells Fargo & Co Var 29 Due | Buy | $15k - $50k | +30dFiling |
| Apr 4, 2024 | GS The Goldman Sachs Var 33 Due | Buy | $15k - $50k | +30dFiling |
| Apr 4, 2024 | NKE Nike, Inc. Common Stock | Buy | $15k - $50k | +30dFiling |
| Apr 4, 2024 | TEL TE Connectivity Ltd. New Switzerland Registered Shares | Sell | $15k - $50k | +30dFiling |
| Mar 27, 2024 | US Treasury Bill [GS | Buy | $15k - $50k | +8dFiling |
| Feb 15, 2024 | NWN Northwest Natural Holding Company | Buy | $1k - $15k | +26dFiling |
| Feb 12, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $15k - $50k | +19dFiling |
| Feb 12, 2024 | PHG Koninklijke Philips N.V. NY Registry | Buy | $1k - $15k | +19dFiling |
| Feb 12, 2024 | PFE Pfizer, Inc. Common Stock | Buy | $1k - $15k | +19dFiling |
| Feb 12, 2024 | QCOM QUALCOMM Incorporated - | Buy | $1k - $15k | +19dFiling |
| Feb 12, 2024 | UL UL Unilever PLC Common Stock | Sell | $1k - $15k | +19dFiling |
| Feb 1, 2024 | GOOGL Alphabet Inc. - Class A Common | Sell | $1k - $15k | +30dFiling |
| Dec 20, 2023 | US Treas NT 4.5% 11/33 [GS | Buy | $15k - $50k | +15dFiling |
| Dec 15, 2023 | US Treas NT 4.5% 11/33 [GS | Buy | $15k - $50k | +20dFiling |
| Dec 13, 2023 | ALK Alaska Air Group, Inc. | Sell | $1k - $15k | +22dFiling |
| Dec 7, 2023 | DE DEO Diageo plc | Buy | $15k - $50k | +28dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer