Carlos Curbelo bought Invesco Plc (NYSE: IVZ)
Carlos Curbelo (R-FL), a U.S. Representative, has disclosed 2 trades in Invesco Plc (IVZ) since 2016, 1 purchase and 1 sale, worth an estimated $16K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Carlos Curbelo bought $1,001 - $15,000 of Invesco Plc (NYSE: IVZ) on December 30, 2016. Since that trade, IVZ is up +42.66% against the S&P 500 up +277.98%, an outperformance of -235.33%.
Across these filings, Carlos Curbelo has been a balanced trader of IVZ (a buy-to-sell ratio of 1.00). The most recent disclosed IVZ transaction shown was dated October 10, 2017. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Carlos Curbelo's IVZ trades vs the price
IVZ is up +42.66% since Carlos Curbelo bought on December 30, 2016, versus +277.98% for the S&P 500.
Performance since this trade
All Carlos Curbelo IVZ trades
Carlos Curbelo & IVZ trading FAQ
Is it legal for Carlos Curbelo to trade Invesco Plc (IVZ) stock?
Yes. Members of Congress are allowed to trade individual stocks, including Invesco Plc (IVZ), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Carlos Curbelo buy IVZ?
Carlos Curbelo disclosed a purchase of $1,001 - $15,000 of Invesco Plc (IVZ) on December 30, 2016, according to public STOCK Act filings.
How has IVZ performed since Carlos Curbelo's trade?
Since Carlos Curbelo bought IVZ on December 30, 2016, the stock is up +42.66%, versus +277.98% for the S&P 500 over the same period, an outperformance of -235.33%.
How many times has Carlos Curbelo traded IVZ?
Carlos Curbelo has disclosed 2 IVZ trades since 2016 (1 purchase and 1 sale). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional IVZ trades?
Quantellect tracks every disclosed congressional trade in Invesco Plc (IVZ) on the Invesco Plc congressional trading page, which aggregates filings across all members of Congress.
Carlos Curbelo's IVZ tradesAll congressional filings for Invesco PlcCarlos Curbelo's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.