MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 12/19/2024 | 12/18/2024 | -2.9%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 11/1/2024 | 11/1/2024 | +1.5%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 9/16/2024 | 9/16/2024 | +17.7%
|
MO Altria Group | $52.08 -0.6% | Sale $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | -3.7%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | +27.2%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/9/2024 | +4.7%
|
NVST Envista | $19.11 -0.7% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | +3.6%
|
NVDA NVIDIA | $137.49 +0.4% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +44.1%
|
AAPL Apple | $252.20 -1.3% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +39.5%
|
V Visa | $315.31 -1.1% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | +11.6%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +2.6%
|
COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +32.7%
|
CCI Crown Castle | $89.78 -0.9% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -22.7%
|
BABA Alibaba Group | $84.13 -1.1% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +8.9%
|
AMT American Tower | $181.92 +0.0% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -16.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.01 -0.5% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +8.4%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +202.2%
|
T AT&T | $22.61 -1.1% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +38.8%
|
MPW Medical Properties Trust | $3.72 -0.3% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -31.9%
|
LOW Lowe's Companies | $246.73 -0.6% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +26.9%
|
BNS Bank of Nova Scotia | $53.90 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +25.7%
|
AAPL Apple | $252.20 -1.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +45.0%
|
MSFT Microsoft | $424.83 -1.3% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +22.8%
|
ARCC Ares Capital | $21.94 -0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +14.3%
|
WBD Warner Bros. Discovery | $10.51 -0.9% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | +4.3%
|
CMG Chipotle Mexican Grill | $60.09 -1.1% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +54.7%
|
MCD McDonald's | $289.60 -1.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +10.5%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.01 -0.5% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +19.0%
|
T AT&T | $22.61 -1.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +46.9%
|
SNOW Snowflake | $154.97 -2.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +6.8%
|
CCI Crown Castle | $89.78 -0.9% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -3.4%
|
VZ Verizon Communications | $39.60 -0.8% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +12.7%
|
CMG Chipotle Mexican Grill | $60.09 -1.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +54.7%
|
ET Energy Transfer | $19.57 +1.5% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +48.8%
|
WBD Warner Bros. Discovery | $10.51 -0.9% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +5.7%
|
PG Procter & Gamble | $167.09 -1.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +11.4%
|
LMT Lockheed Martin | $483.37 -1.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +6.3%
|
BP BP | $29.09 +0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -20.5%
|
ARCC Ares Capital | $21.94 -0.4% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +15.7%
|
WBD Warner Bros. Discovery | $10.51 -0.9% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | +2.2%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +32.4%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +206.4%
|
AI C3.ai | $35.29 -1.2% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | +12.3%
|
AMLP Alerian MLP ETF | $48.01 +0.3% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +15.2%
|
AGAE Allied Gaming & Entertainment | $0.79 -1.0% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -21.8%
|
MA Mastercard | $525.55 -1.2% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +33.7%
|
WBD Warner Bros. Discovery | $10.51 -0.9% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -17.8%
|
KO Coca-Cola | $62.03 -0.7% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +1.7%
|
IBM International Business Machines | $220.25 -1.1% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +55.7%
|
DBRG DigitalBridge Group | $11.19 +4.4% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -27.4%
|
ARCC Ares Capital | $21.94 -0.4% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +13.4%
|
KD Kyndryl | $34.53 -0.9% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +161.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.01 -0.5% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | +0.5%
|
CRM Salesforce | $335.74 -0.8% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +47.2%
|
ARCC Ares Capital | $21.94 -0.4% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +14.3%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +225.7%
|
DFS Discover Financial Services | $172.44 -1.2% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +47.1%
|
MDT Medtronic | $79.61 -1.4% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -9.8%
|
LULU Lululemon Athletica | $384.05 -0.7% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +0.4%
|
AMT American Tower | $181.92 +0.0% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | -6.4%
|
VZ Verizon Communications | $39.60 -0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +1.8%
|
MCD McDonald's | $289.60 -1.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +15.3%
|
DBRG DigitalBridge Group | $11.19 +4.4% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -45.3%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +768.1%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +51.8%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.01 -0.5% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -9.2%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +418.4%
|
AAPL Apple | $252.20 -1.3% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +57.6%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +51.6%
|
MPW Medical Properties Trust | $3.72 -0.3% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -81.8%
|
QQQ Invesco QQQ | $515.61 -1.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +40.6%
|
BNS Bank of Nova Scotia | $53.90 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -26.3%
|
D Dominion Energy | $53.87 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -33.2%
|
PG Procter & Gamble | $167.09 -1.4% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +3.1%
|
DTE DTE Energy | $120.55 -0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +1.6%
|
CARR Carrier Global | $68.23 -1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +39.8%
|
NEE NextEra Energy | $71.76 -0.5% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -13.1%
|
XLE Energy Select Sector SPDR Fund | $84.55 0.0% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +30.5%
|
AEE Ameren | $89.62 -0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +2.3%
|
BNS Bank of Nova Scotia | $53.90 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -26.9%
|
WES Western Midstream Partners | $38.85 -0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +62.5%
|
TDC Teradata | $31.02 -1.9% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -27.5%
|
OTIS Otis Worldwide | $92.57 -1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +10.3%
|
MDLZ Mondelez International | $59.56 -1.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -11.6%
|
KYN Kayne Anderson Energy Infrastructure Fund | $12.50 +2.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +53.9%
|
JNJ Johnson & Johnson | $143.34 -1.2% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -14.2%
|
EPD Enterprise Products Partners | $31.20 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +29.3%
|
ET Energy Transfer | $19.57 +1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +101.8%
|
CMCSA Comcast | $37.39 -1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -25.5%
|
DTM DT Midstream | $100.11 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +93.8%
|
EIX Edison International | $79.68 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +25.0%
|
TSM Taiwan Semiconductor Manufacturing | $200.39 -0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +69.7%
|
COST Costco Wholesale | $922.21 -1.9% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +75.1%
|
KR Kroger | $61.23 -1.8% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +46.8%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.01 -0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -12.7%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.01 -0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -12.1%
|
AAPL Apple | $252.20 -1.3% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +69.3%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +52.1%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +41.5%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +43.2%
|
AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +38.3%
|
QQQ Invesco QQQ | $515.61 -1.3% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +39.7%
|
QQQ Invesco QQQ | $515.61 -1.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +39.7%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +596.2%
|
KR Kroger | $61.23 -1.8% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +60.8%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.40 -0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -16.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.40 -0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -16.5%
|
BNS Bank of Nova Scotia | $53.90 +0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -17.2%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.40 -0.1% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -16.5%
|
BABA Alibaba Group | $84.13 -1.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -60.0%
|
T AT&T | $22.61 -1.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -21.9%
|
MO Altria Group | $52.08 -0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | +5.3%
|
CCI Crown Castle | $89.78 -0.9% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -51.0%
|
AMZN Amazon.com | $221.30 -1.1% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +35.3%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +858.0%
|
CCI Crown Castle | $89.78 -0.9% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -51.2%
|
CCI Crown Castle | $89.78 -0.9% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -51.2%
|
CCI Crown Castle | $89.78 -0.9% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -51.2%
|
AMZN Amazon.com | $221.30 -1.1% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +33.6%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +858.0%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +68.7%
|
CCI Crown Castle | $89.78 -0.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -52.2%
|
LOW Lowe's Companies | $246.73 -0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +23.9%
|
ARCC Ares Capital | $21.94 -0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +12.8%
|
T AT&T | $22.61 -1.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -24.4%
|
AI C3.ai | $35.29 -1.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -43.2%
|
KO Coca-Cola | $62.03 -0.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +14.9%
|
CRM Salesforce | $335.74 -0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +45.7%
|
LOW Lowe's Companies | $246.73 -0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +22.4%
|
AMT American Tower | $181.92 +0.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -24.7%
|
TSM Taiwan Semiconductor Manufacturing | $200.39 -0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +76.0%
|
LOW Lowe's Companies | $246.73 -0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +38.8%
|
NIO NIO | $4.38 -2.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -92.4%
|
AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $154.58 -1.7% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $8.90 -0.7% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -41.3%
|
REZI Resideo Technologies | $23.23 -1.1% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $57.61 -2.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $135.60 -0.1% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +93.7%
|
OXY Occidental Petroleum | $48.46 -0.2% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -31.9%
|
COST Costco Wholesale | $922.21 -1.9% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $151.72 -0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $74.77 -1.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $231.53 -0.8% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $352.49 -1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $0.70 +68.8% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $121.09 -2.3% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $163.70 -0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +30.8%
|
AMZN Amazon.com | $221.30 -1.1% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $79.61 -1.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $75.45 -2.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $82.28 -0.2% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +14.8%
|
PPL PPL | $32.39 -0.4% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $573.55 -0.5% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $773.84 -1.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $525.55 -1.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $154.58 -1.7% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $519.87 -0.8% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $226.60 -1.3% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $139.96 -0.9% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $192.69 -0.7% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $112.80 -1.9% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $42.72 -0.4% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $85.83 -3.2% | Sale $1,001 - $15,000 | 2/26/2018 | 2/8/2018 | |
COL Rockwell Collins | $141.04
| Purchase $1,001 - $15,000 | 2/6/2018 | 2/5/2018 | |
HON Honeywell International | $226.60 -1.3% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +59.8%
|
WMT Walmart | $90.57 -1.2% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $85.83 -3.2% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $424.83 -1.3% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $121.09 -2.3% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $163.70 -0.4% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $90.58 -1.8% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $39.60 -0.8% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $315.31 -1.1% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $525.55 -1.2% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $143.34 -1.2% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $168.10 -1.2% | Sale $50,001 - $100,000 | 8/7/2017 | 7/10/2017 | |
ETP Energy Transfer Partners | $21.47
| Sale $15,001 - $50,000 | 8/7/2017 | 7/10/2017 | |
VZ Verizon Communications | $39.60 -0.8% | Purchase $1,001 - $15,000 | 6/28/2017 | 6/27/2017 | |
MIK Michaels Companies | $21.97
| Sale $1,001 - $15,000 | 4/26/2018 | 6/12/2017 | |
MIK Michaels Companies | $21.97
| Purchase $1,001 - $15,000 | 6/12/2017 | 6/6/2017 | |
AFSI AmTrust Financial Services | $14.75
| Sale $1,001 - $15,000 | 4/26/2018 | 5/31/2017 | |
PAYX Paychex | $139.96 -0.9% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $167.09 -1.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $483.37 -1.1% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $591.24 -1.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $16.83 +0.4% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $203.32 +0.1% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $0.70 +68.8% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $192.69 -0.7% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $60.09 -1.1% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $37.81 +0.0% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $289.60 -1.4% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $176.55 -2.3% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $90.57 -1.2% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $33.65 -1.3% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $1,240.00 +0.6% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $39.60 -0.8% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/4/2016 | |
VSM Versum Materials | $52.99
| Exchange $1,001 - $15,000 | 5/10/2018 | 10/3/2016 | |
KEY KeyCorp | $17.11 -0.5% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $525.55 -1.2% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $424.83 -1.3% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $60.09 -1.1% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $82.28 -0.2% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $151.72 -0.8% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $39.60 -0.8% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $74.77 -1.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $84.03 -0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $17.48 -1.1% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $48.01 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $22.53 -0.6% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $43.94 -1.2% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $60.09 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $17.48 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $89.89 -1.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $32.39 -0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $82.28 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $185.25 -1.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN Talen Energy | $201.66 +0.8% | Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $143.07 -0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $187.26 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $43.94 -1.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $187.26 -0.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $176.55 -2.3% | Sale $1,001 - $15,000 | 5/18/2016 | 8/19/2015 | |
AGN Allergan | $193.02
| Purchase $15,001 - $50,000 | 5/18/2016 | 8/12/2015 | |
IWN iShares Russell 2000 Value ETF | $163.70 -0.4% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $163.70 -0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
DOW DOW | $39.44 -1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $1,058.21 -1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $424.64 -1.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $43.94 -1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/27/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 7/22/2015 | |
JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $292.97 -1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $288.69 -1.4% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $22.53 -0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $16.83 +0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $22.53 -0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $172.44 -1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $192.69 -0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $154.58 -1.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $172.44 -1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $151.72 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $922.21 -1.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $43.94 -1.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
VZ Verizon Communications | $39.60 -0.8% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $60.09 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +388.1%
|
CMG Chipotle Mexican Grill | $60.09 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +388.1%
|
CHKP Check Point Software Technologies | $187.26 -0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $43.94 -1.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $252.20 -1.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/24/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/17/2015 | |
GOOG Alphabet | $192.69 -0.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $39.44 -1.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $132.10 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $1,058.21 -1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $93.84 -1.6% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $116.71 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $192.53 -0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $48.78 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ESRX Express Scripts | $92.33
| Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ACT Enact | $32.39 +0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $185.25 -1.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $134.42 -0.8% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $22.53 -0.6% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $42.72 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
LPT Liberty Property Trust | $61.95
| Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
NSRGY Nestlé | $82.28 -0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $192.53 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
SUSQ Susquehanna Bancshares | | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
TJX TJX Companies | $121.09 -2.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $570.75 -1.0% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $220.25 -1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $24.11 -0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $176.55 -2.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
AFSI AmTrust Financial Services | $14.75
| Purchase $1,001 - $15,000 | 5/14/2015 | 1/21/2014 | |
UNH UnitedHealth Group | $507.80 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $93.84 -1.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $37.63 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $172.44 -1.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $301.86 -1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 8/16/2013 | |
SAPE SAPE | | Sale $1,001 - $15,000 | 5/14/2015 | 8/9/2013 | |
BCE BCE | $22.53 -0.6% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $63.37 -0.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $17.11 -0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/10/2013 | |
WLL Whiting Petroleum | $68.03
| Purchase $1,001 - $15,000 | 5/14/2015 | 5/2/2013 | |
EMR Emerson Electric | $124.26 -1.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $220.25 -1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
AAPL Apple | $252.20 -1.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $226.51 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/16/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
BHP BHP Group | $48.78 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
WCRX (WCRX) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/8/2013 | |
PNC The PNC Financial Services Group | $192.53 -0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $98.28 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |