1 member of Congress have disclosed 1 trade in Fidelity Balanced (FBALX) since 2021: 1 purchase worth about $75.00K and 0 sales worth about $0.00. The most active was Ed Case, with 1 trade. The latest trade was made on Jul 6, 2021.
FBALX’s price and SPY’s, both as the change since the start of the range. A green triangle marks a day members bought FBALX, a red one a day they sold; hover for who and how much.
| # | Member | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Net | Buys vs SPY | First Traded | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ed CaseD-HI | 1 | 1 | 0 | $75.00K | $0.00 | +$75.00K | -71.9% | Jul 6, 2021 | Jul 6, 2021 |
| Owner | Type | Filing | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Ed CaseD-HI | FBALXFidelity Balanced | Self | Buy | $50K–$100K | Jul 6, 2021 | Jul 25, 2021 | 19d | +1.8% | -71.9% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
1 member of Congress have disclosed 1 trade in Fidelity Balanced (FBALX) since 2021: 1 purchase worth about $75.00K and 0 sales worth about $0.00. The most active was Ed Case, with 1 trade. The latest trade was made on Jul 6, 2021. Most active: Ed Case (1).
Since 2021 they have disclosed 1 purchase and 0 sales; by the midpoints of the disclosed ranges, about $75.00K bought and $0.00 sold, a net purchase of $75.00K.
Members of Congress report each trade over $1,000 within 45 days under the STOCK Act, with the amount as a range. The chart marks the days members traded FBALX on its price, against the S&P 500 over the same days.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.