Carlos Curbelo bought iShares Edge MSCI USa Value Factor ETF (VLUE) [ST] F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (VLUE)
Carlos Curbelo (R-FL), a U.S. Representative, has disclosed 3 trades in iShares Edge MSCI USa Value Factor ETF (VLUE) [ST] F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (VLUE) since 2018, 1 purchase and 2 sales, worth an estimated $73K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Carlos Curbelo bought $15,001 - $50,000 of iShares Edge MSCI USa Value Factor ETF (VLUE) [ST] F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (VLUE) on April 6, 2018. Since that trade, VLUE is up +187.69% against the S&P 500 up +217.84%, an outperformance of -30.15%.
Across these filings, Carlos Curbelo has been a net seller of VLUE (a buy-to-sell ratio of 0.50). The most recent disclosed VLUE transaction shown was dated August 28, 2018. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Carlos Curbelo's VLUE trades vs the price
VLUE is up +187.69% since Carlos Curbelo bought on April 6, 2018, versus +217.84% for the S&P 500.
Performance since this trade
All Carlos Curbelo VLUE trades
Carlos Curbelo & VLUE trading FAQ
Is it legal for Carlos Curbelo to trade iShares Edge MSCI USa Value Factor ETF (VLUE) [ST] F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (VLUE) stock?
Yes. Members of Congress are allowed to trade individual stocks, including iShares Edge MSCI USa Value Factor ETF (VLUE) [ST] F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (VLUE), 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 VLUE?
Carlos Curbelo disclosed a purchase of $15,001 - $50,000 of iShares Edge MSCI USa Value Factor ETF (VLUE) [ST] F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (VLUE) on April 6, 2018, according to public STOCK Act filings.
How has VLUE performed since Carlos Curbelo's trade?
Since Carlos Curbelo bought VLUE on April 6, 2018, the stock is up +187.69%, versus +217.84% for the S&P 500 over the same period, an outperformance of -30.15%.
How many times has Carlos Curbelo traded VLUE?
Carlos Curbelo has disclosed 3 VLUE trades since 2018 (1 purchase and 2 sales). 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 VLUE trades?
Quantellect tracks every disclosed congressional trade in iShares Edge MSCI USa Value Factor ETF (VLUE) [ST] F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (VLUE) on the iShares Edge MSCI USa Value Factor ETF (VLUE) [ST] F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account congressional trading page, which aggregates filings across all members of Congress.
Carlos Curbelo's VLUE tradesAll congressional filings for iShares Edge MSCI USa Value Factor ETF (VLUE) [ST] F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage accountCarlos 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.