Joseph S Portera's Net Worth

$18.8 Thousand

Estimate Recalculated Feb 7, 2024 03:49PM EST

Who is Joseph S Portera?

Joseph S Portera does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include Invesco High Income Trust II, MONTGOMERY STREET INCOME SECURITIES, INC, and HARTFORD INCOME SHARES FUND INC.

SEC CIK

Joseph S Portera's CIK is 0001474417

Past Insider Trading and Trends

2017 was Joseph S Portera's most active year for disposing of shares, totalling 1 transactions. Joseph S Portera's most active month to dispose stocks was the month of January. In 2018 Joseph S Portera cashed out on 800 shares for a total of $11,272.00, their largest year based on trade value.

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Invesco High Income Trust II (VLT) Snapshot price: $10.58

Investor

Joseph S Portera used to own units in Common Shares but no longer holds any shares there. In the year 2017 Joseph S Portera disposed a total of 1,300 shares of Invesco High Income Trust II equalling to $18,777.00.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-100.00%
-800.00
$14.09
-$11,272.00
0
Feb 26
Form 4
-38.46%
-500.00
$15.01
-$7,505.00
800
Jul 5
Form 3
—
0
—
—
0
No matching records found

MONTGOMERY STREET INCOME SECURITIES, INC No price found

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

HARTFORD INCOME SHARES FUND INC No price found

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found