EZU iShares MSCI Eurozone ETF | $47.55 -0.4% | Purchase $100,001 - $250,000 | 12/19/2024 | 11/27/2024 | +0.5%
|
IEMG iShares Core MSCI Emerging Markets ETF | $52.31 -0.8% | Purchase $1,001 - $15,000 | 12/19/2024 | 11/27/2024 | -3.3%
|
IEFA iShares Core MSCI EAFE ETF | $70.79 -0.2% | Purchase $100,001 - $250,000 | 12/19/2024 | 11/27/2024 | -2.5%
|
HIYS Invesco High Yield Select ETF | $25.37 0.0% | Purchase $250,001 - $500,000 | 12/3/2024 | 10/29/2024 | -1.0%
|
TJX TJX Companies | $121.09 -2.3% | Purchase $15,001 - $50,000 | 9/19/2024 | 8/20/2024 | +6.9%
|
IQV IQVIA | $197.45 -1.0% | Purchase $15,001 - $50,000 | 9/19/2024 | 8/20/2024 | -20.0%
|
EW Edwards Lifesciences | $74.24 -1.9% | Sale (Partial) $15,001 - $50,000 | 9/19/2024 | 8/20/2024 | +7.0%
|
SBUX Starbucks | $90.58 -1.8% | Sale (Partial) $15,001 - $50,000 | 9/19/2024 | 8/20/2024 | -2.6%
|
LRN Stride | $105.46 +0.5% | Purchase $1,001 - $15,000 | 11/8/2024 | 7/30/2024 | +38.7%
|
IWB iShares Russell 1000 ETF | $323.39 -1.1% | Sale (Partial) $500,001 - $1,000,000 | 7/12/2024 | 6/13/2024 | +9.4%
|
PH Parker-Hannifin | $636.82 -1.1% | Purchase $15,001 - $50,000 | 7/12/2024 | 6/12/2024 | +19.5%
|
CMCSA Comcast | $37.39 -1.4% | Sale (Partial) $15,001 - $50,000 | 7/12/2024 | 6/12/2024 | -1.2%
|
NKE NIKE | $74.65 -2.3% | Sale (Partial) $15,001 - $50,000 | 7/12/2024 | 6/12/2024 | -20.3%
|
IWB iShares Russell 1000 ETF | $323.39 -1.1% | Sale (Partial) $50,001 - $100,000 | 7/12/2024 | 6/12/2024 | +9.4%
|
IWB iShares Russell 1000 ETF | $323.39 -1.1% | Sale (Partial) $100,001 - $250,000 | 6/7/2024 | 5/8/2024 | +13.8%
|
ZTS Zoetis | $162.24 -1.4% | Sale (Partial) $1,001 - $15,000 | 5/1/2024 | 4/3/2024 | -0.4%
|
ZTS Zoetis | $162.24 -1.4% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | -16.4%
|
GS The Goldman Sachs Group | $573.55 -0.5% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +49.7%
|
OLLI Ollie's Bargain Outlet | $110.51 -6.0% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +56.1%
|
SFM Sprouts Farmers Market | $127.30 -0.9% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +159.7%
|
CYBR CyberArk Software | $319.60 -0.4% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +51.0%
|
FRPT Freshpet | $149.49 +2.1% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +78.3%
|
BMI Badger Meter | $214.25 -0.6% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +39.7%
|
AXON Axon Enterprise | $604.32 -1.1% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +146.7%
|
ELF e.l.f. Beauty | $127.11 -0.5% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | -7.4%
|
ETN Eaton | $332.38 -0.7% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +41.8%
|
META Meta Platforms | $591.24 -1.4% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +70.7%
|
AMAT Applied Materials | $163.64 -1.9% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +6.0%
|
LRCX Lam Research | $72.15 -1.7% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | -3.7%
|
AMD Advanced Micro Devices | $122.44 -2.2% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | -11.6%
|
AAPL Apple | $252.20 -1.3% | Purchase $50,001 - $100,000 | 1/26/2024 | 1/2/2024 | +35.9%
|
ADBE Adobe | $445.80 -0.2% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | -23.1%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +185.4%
|
PYPL PayPal | $85.43 -1.6% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +38.1%
|
CELH Celsius | $25.85 -2.3% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -48.3%
|
FN Fabrinet | $214.76 -2.1% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +11.9%
|
INST Instructure | $23.60
| Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -15.2%
|
CTVA Corteva | $56.56 -1.2% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +19.2%
|
FCFS FirstCash | $102.95 -0.1% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -6.3%
|
EXLS ExlService | $44.26 -0.6% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +43.1%
|
HUBB Hubbell | $419.19 -0.9% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +28.6%
|
SHOP Shopify | $106.69 -1.4% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +38.9%
|
PODD Insulet | $263.36 -0.7% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +21.8%
|
VLTO Veralto | $102.01 -1.1% | Sale (Partial) $1,001 - $15,000 | 12/28/2023 | 12/5/2023 | +35.0%
|
STZ Constellation Brands | $219.66 -1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -11.5%
|
HON Honeywell International | $226.60 -1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +25.1%
|
SBUX Starbucks | $90.58 -1.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +1.2%
|
UNP Union Pacific | $227.79 -0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +11.8%
|
V Visa | $315.31 -1.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +37.7%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +215.9%
|
TMO Thermo Fisher Scientific | $518.84 -1.4% | Purchase $15,001 - $50,000 | 11/1/2023 | 10/3/2023 | +3.9%
|
ZTS Zoetis | $162.24 -1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -4.7%
|
AMAT Applied Materials | $163.64 -1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +19.7%
|
CMCSA Comcast | $37.39 -1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -13.9%
|
PEP PepsiCo | $151.72 -0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -9.5%
|
PG Procter & Gamble | $167.09 -1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +14.8%
|
SHW Sherwin-Williams | $338.75 -1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +36.2%
|
COP ConocoPhillips | $97.09 +0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -17.5%
|
UNH UnitedHealth Group | $507.80 -0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -0.3%
|
COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +63.2%
|
RTX RTX | $115.22 -1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +63.2%
|
MA Mastercard | $525.55 -1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +34.4%
|
TXN Texas Instruments | $187.96 -1.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +19.5%
|
CRM Salesforce | $335.74 -0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +67.9%
|
BRK.B Berkshire Hathaway | $452.16 -1.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +31.8%
|
AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +77.4%
|
ABT Abbott Laboratories | $112.80 -1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +17.8%
|
SPGI S&P Global | $498.02 -0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +39.7%
|
AZO AutoZone | $3,185.71 -1.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +28.7%
|
GS The Goldman Sachs Group | $573.55 -0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +87.4%
|
LRCX Lam Research | $72.15 -1.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +16.7%
|
GOOGL Alphabet | $191.24 -0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +44.4%
|
AMD Advanced Micro Devices | $122.44 -2.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +22.3%
|
HLT Hilton Worldwide | $248.20 -0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +69.1%
|
META Meta Platforms | $591.24 -1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +96.5%
|
FI Fiserv | $206.27 -0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +85.7%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +67.7%
|
ICE Intercontinental Exchange | $149.37 -0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +38.8%
|
ADBE Adobe | $445.80 -0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -12.1%
|
BSX Boston Scientific | $89.68 -1.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +74.0%
|
ELV Elevance Health | $368.80 -0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -14.9%
|
BLK BlackRock | $1,027.43 -1.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +64.3%
|
AAPL Apple | $252.20 -1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +46.3%
|
EMR Emerson Electric | $124.26 -1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +31.0%
|
EW Edwards Lifesciences | $74.24 -1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +6.7%
|
AXP American Express | $297.33 -1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +105.0%
|
PANW Palo Alto Networks | $184.20 -1.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +59.0%
|
DE Deere & Company | $424.64 -1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +13.9%
|
NKE NIKE | $74.65 -2.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -21.5%
|
KO Coca-Cola | $62.03 -0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +13.0%
|
CVX Chevron | $143.07 -0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -14.3%
|
HD Home Depot | $389.43 -0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +33.3%
|
CSX CSX | $32.15 -1.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +4.5%
|
CMG Chipotle Mexican Grill | $60.09 -1.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +63.5%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +35.6%
|
LLY Eli Lilly and Company | $773.84 -1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +47.4%
|
CAT Caterpillar | $363.01 -0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +35.0%
|
COST Costco Wholesale | $922.21 -1.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/18/2023 | +63.9%
|
VLO Valero Energy | $119.59 +0.0% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | -17.8%
|
AMAT Applied Materials | $163.64 -1.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +13.2%
|
ADBE Adobe | $445.80 -0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -19.5%
|
COP ConocoPhillips | $97.09 +0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -20.6%
|
UNH UnitedHealth Group | $507.80 -0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +5.8%
|
CSX CSX | $32.15 -1.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +5.4%
|
BLK BlackRock | $1,027.43 -1.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +47.3%
|
CAT Caterpillar | $363.01 -0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +31.5%
|
SHW Sherwin-Williams | $338.75 -1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +26.2%
|
ZTS Zoetis | $162.24 -1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -10.9%
|
TXN Texas Instruments | $187.96 -1.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +14.4%
|
CMG Chipotle Mexican Grill | $60.09 -1.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +55.4%
|
ELV Elevance Health | $368.80 -0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -16.8%
|
AAPL Apple | $252.20 -1.3% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +44.8%
|
SBUX Starbucks | $90.58 -1.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -6.6%
|
AMD Advanced Micro Devices | $122.44 -2.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +13.7%
|
CMCSA Comcast | $37.39 -1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -17.3%
|
ABT Abbott Laboratories | $112.80 -1.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +9.8%
|
AZO AutoZone | $3,185.71 -1.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +25.9%
|
KO Coca-Cola | $62.03 -0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +6.1%
|
UNP Union Pacific | $227.79 -0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +7.4%
|
TMUS T-Mobile US | $220.66 -1.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +55.9%
|
HON Honeywell International | $226.60 -1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +18.3%
|
PANW Palo Alto Networks | $184.20 -1.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +49.6%
|
GOOGL Alphabet | $191.24 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +39.9%
|
EMR Emerson Electric | $124.26 -1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +27.2%
|
BRK.B Berkshire Hathaway | $452.16 -1.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +22.9%
|
SPGI S&P Global | $498.02 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +27.7%
|
BSX Boston Scientific | $89.68 -1.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +68.5%
|
GS The Goldman Sachs Group | $573.55 -0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +71.2%
|
HLT Hilton Worldwide | $248.20 -0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +61.8%
|
AXP American Express | $297.33 -1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +86.8%
|
KLAC KLA | $633.64 -1.7% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +31.0%
|
HD Home Depot | $389.43 -0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +19.5%
|
CVX Chevron | $143.07 -0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -13.9%
|
AMZN Amazon.com | $221.30 -1.1% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +52.8%
|
DHR Danaher | $229.65 -0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -9.0%
|
LLY Eli Lilly and Company | $773.84 -1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +29.2%
|
EW Edwards Lifesciences | $74.24 -1.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +1.5%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +26.4%
|
ICE Intercontinental Exchange | $149.37 -0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +27.9%
|
FI Fiserv | $206.27 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +70.0%
|
META Meta Platforms | $591.24 -1.4% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +93.8%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +63.5%
|
PEP PepsiCo | $151.72 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -15.6%
|
NVDA NVIDIA | $137.49 +0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +202.3%
|
TMO Thermo Fisher Scientific | $518.84 -1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +1.6%
|
V Visa | $315.31 -1.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +27.2%
|
PG Procter & Gamble | $167.09 -1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +9.1%
|
STZ Constellation Brands | $219.66 -1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -15.6%
|
DE Deere & Company | $424.64 -1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +5.6%
|
CRM Salesforce | $335.74 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +53.4%
|
LRCX Lam Research | $72.15 -1.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +9.5%
|
MA Mastercard | $525.55 -1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +26.2%
|
RTX RTX | $115.22 -1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +52.5%
|
NKE NIKE | $74.65 -2.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -22.3%
|