Joel W Looney - Net Worth and Insider Trading
Joel W Looney Net Worth
The estimated net worth of Joel W Looney is at least $1 Million dollars as of 2024-09-30. Joel W Looney is the President of SRH Total Return Fund, Inc. and owns about 62,276 shares of SRH Total Return Fund, Inc. (STEW) stock worth over $983,961. Joel W Looney is also the Director of Valkyrie Bitcoin and Ether Strategy ETF and owns about 4,792 shares of Valkyrie Bitcoin and Ether Strategy ETF (BTF) stock worth over $78,301. Details can be seen in Joel W Looney's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Joel W Looney has not made any transactions after 2018-06-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Joel W Looney
Joel W Looney Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Joel W Looney owns 1 companies in total, including SRH Total Return Fund, Inc. (STEW) .
Click here to see the complete history of Joel W Looney’s form 4 insider trades.
Insider Ownership Summary of Joel W Looney
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2018-06-21 | director |
Joel W Looney Latest Holdings Summary
Joel W Looney currently owns a total of 2 stocks. Among these stocks, Joel W Looney owns 62,276 shares of SRH Total Return Fund, Inc. (STEW) as of June 21, 2018, with a value of $983,961 and a weighting of 92.63%. Joel W Looney also owns 4,792 shares of Valkyrie Bitcoin and Ether Strategy ETF (BTF) as of January 28, 2010, with a value of $78,301 and a weighting of 7.37%.
Latest Holdings of Joel W Looney
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2018-06-21 | 62,276 | 15.80 | 983,961 |
| BTF | Valkyrie Bitcoin and Ether Strategy ETF | 2010-01-28 | 4,792 | 16.34 | 78,301 |
Holding Weightings of Joel W Looney
Joel W Looney Form 4 Trading Tracker
According to the SEC Form 4 filings, Joel W Looney has made a total of 0 transactions in SRH Total Return Fund, Inc. (STEW) over the past 5 years. The most-recent trade in SRH Total Return Fund, Inc. is the acquisition of 1,000 shares on June 21, 2018, which cost Joel W Looney around $10,450.
According to the SEC Form 4 filings, Joel W Looney has made a total of 0 transactions in Valkyrie Bitcoin and Ether Strategy ETF (BTF) over the past 5 years. The most-recent trade in Valkyrie Bitcoin and Ether Strategy ETF is the sale of 1 shares on January 28, 2010, which brought Joel W Looney around $13.
Insider Trading History of Joel W Looney
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Joel W Looney Trading Performance
GuruFocus tracks the stock performance after each of Joel W Looney's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joel W Looney is 7.68%. GuruFocus also compares Joel W Looney's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joel W Looney within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Joel W Looney's insider trading performs compared to the benchmark.
Performance of Joel W Looney
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.22 | | | | | |
| Relative Return to S&P 500(%) | -1.69 | | | | | |
Joel W Looney Ownership Network
Joel W Looney Owned Company Details
What does SRH Total Return Fund, Inc. do?
Who are the key executives at SRH Total Return Fund, Inc.?
Joel W Looney is the director of SRH Total Return Fund, Inc.. Other key executives at SRH Total Return Fund, Inc. include other: Officer of Advisor Jonathan Albro Vickery , other: Investment Adviser Advisors Paralel , and Treasurer Jill Kerschen .
SRH Total Return Fund, Inc. (STEW) Insider Trades Summary
Over the past 18 months, Joel W Looney made no insider transaction in SRH Total Return Fund, Inc. (STEW). Other recent insider transactions involving SRH Total Return Fund, Inc. (STEW) include a net purchase of 4,386 shares made by Thomas Jack Moore ,
In summary, during the past 3 months, insiders sold 0 shares of SRH Total Return Fund, Inc. (STEW) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of SRH Total Return Fund, Inc. (STEW) were sold and 4,386 shares were bought by its insiders, resulting in a net purchase of 4,386 shares.
SRH Total Return Fund, Inc. (STEW)'s detailed insider trading history can be found in Insider Trading Tracker table.
SRH Total Return Fund, Inc. Insider Transactions
Joel W Looney Mailing Address
Above is the net worth, insider trading, and ownership report for Joel W Looney. You might contact Joel W Looney via mailing address: 2344 Spruce Street, Suite A, Boulder Co 80302.
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