AAPL Apple | $189.87 +0.0% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +5.0%
|
V Visa | $280.10 +0.1% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -0.8%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +1.5%
|
COST Costco Wholesale | $795.81 +0.3% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +14.5%
|
CCI Crown Castle | $102.89 -1.1% | Sale $1,001 - $15,000 | 12/28/2023 | 12/28/2023 | -11.4%
|
BABA Alibaba Group | $88.54 +2.1% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +14.6%
|
AMT American Tower | $194.51 -0.2% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -10.4%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.35 -1.2% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +5.3%
|
NVDA NVIDIA | $924.79 -2.0% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +103.2%
|
T AT&T | $17.40 +0.6% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +6.8%
|
MPW Medical Properties Trust | $5.01 -2.1% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -8.2%
|
LOW Lowe's Companies | $231.11 -0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +18.9%
|
BNS Bank of Nova Scotia | $48.39 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +12.9%
|
AAPL Apple | $189.87 +0.0% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +9.1%
|
MSFT Microsoft | $420.21 -0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +21.4%
|
ARCC Ares Capital | $21.28 +0.6% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +10.9%
|
WBD Warner Bros. Discovery | $8.05 -2.2% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -20.1%
|
CMG Chipotle Mexican Grill | $3,213.43 +2.1% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +65.5%
|
MCD McDonald's | $272.38 -0.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +3.9%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.35 -1.2% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +15.6%
|
T AT&T | $17.40 +0.6% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +13.1%
|
SNOW Snowflake | $161.86 -1.9% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +11.5%
|
CCI Crown Castle | $102.89 -1.1% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +10.7%
|
VZ Verizon Communications | $40.06 -0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +14.0%
|
CMG Chipotle Mexican Grill | $3,213.43 +2.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +65.5%
|
ET Energy Transfer | $15.96 +0.8% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +21.4%
|
WBD Warner Bros. Discovery | $8.05 -2.2% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -19.0%
|
PG Procter & Gamble | $167.64 -0.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +11.7%
|
LMT Lockheed Martin | $466.20 +0.3% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +2.5%
|
BP BP | $37.49 +1.0% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +2.5%
|
ARCC Ares Capital | $21.28 +0.6% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +12.2%
|
WBD Warner Bros. Discovery | $8.05 -2.2% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -21.7%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +31.0%
|
NVDA NVIDIA | $924.79 -2.0% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +106.1%
|
AI C3.ai | $26.39 +0.7% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -16.0%
|
AMLP Alerian MLP ETF | $46.68 +1.0% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +12.0%
|
AGAE Allied Gaming & Entertainment | $0.77 -1.3% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -23.8%
|
MA Mastercard | $460.27 +0.3% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +17.1%
|
WBD Warner Bros. Discovery | $8.05 -2.2% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -37.0%
|
KO Coca-Cola | $63.03 -0.5% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +3.4%
|
IBM International Business Machines | $169.03 +0.0% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +19.5%
|
DBRG DigitalBridge Group | $13.85 -2.3% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -10.2%
|
ARCC Ares Capital | $21.28 +0.6% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +10.0%
|
KD Kyndryl | $27.77 +1.6% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +110.1%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.35 -1.2% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -2.4%
|
CRM Salesforce | $285.61 +0.3% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +25.2%
|
ARCC Ares Capital | $21.28 +0.6% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +10.9%
|
NVDA NVIDIA | $924.79 -2.0% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +119.1%
|
DFS Discover Financial Services | $125.42 +0.5% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +7.0%
|
MDT Medtronic | $85.92 +0.3% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -2.6%
|
LULU Lululemon Athletica | $334.95 -1.0% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -12.5%
|
AMT American Tower | $194.51 -0.2% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | +0.1%
|
VZ Verizon Communications | $40.06 -0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +3.0%
|
MCD McDonald's | $272.38 -0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +8.5%
|
DBRG DigitalBridge Group | $13.85 -2.3% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -32.2%
|
NVDA NVIDIA | $924.79 -2.0% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +483.9%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +50.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.35 -1.2% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -11.8%
|
NVDA NVIDIA | $924.79 -2.0% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +248.7%
|
AAPL Apple | $189.87 +0.0% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +18.6%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +49.9%
|
MPW Medical Properties Trust | $5.01 -2.1% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -75.5%
|
QQQ Invesco QQQ | $451.76 0.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +23.2%
|
BNS Bank of Nova Scotia | $48.39 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -33.9%
|
D Dominion Energy | $53.50 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -33.7%
|
PG Procter & Gamble | $167.64 -0.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +3.5%
|
DTE DTE Energy | $116.60 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | -1.7%
|
CARR Carrier Global | $65.23 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +33.7%
|
NEE NextEra Energy | $76.09 -0.4% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -7.9%
|
XLE Energy Select Sector SPDR Fund | $94.96 +1.4% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +46.6%
|
AEE Ameren | $74.74 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -14.7%
|
BNS Bank of Nova Scotia | $48.39 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -34.4%
|
WES Western Midstream Partners | $38.04 +1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +59.1%
|
TDC Teradata | $33.57 -1.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -21.5%
|
OTIS Otis Worldwide | $96.79 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +15.4%
|
MDLZ Mondelez International | $71.23 -1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +5.7%
|
KYN Kayne Anderson Energy Infrastructure Fund | $9.95 +0.9% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +22.5%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -7.5%
|
EPD Enterprise Products Partners | $28.56 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +18.4%
|
ET Energy Transfer | $15.96 +0.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +64.5%
|
CMCSA Comcast | $39.27 -0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -21.7%
|
DTM DT Midstream | $66.88 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +29.5%
|
EIX Edison International | $76.30 +0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +19.7%
|
TSM Taiwan Semiconductor Manufacturing | $151.68 -0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +28.5%
|
COST Costco Wholesale | $795.81 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +51.1%
|
KR Kroger | $54.20 -0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +30.0%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.35 -1.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -15.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.35 -1.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -14.6%
|
AAPL Apple | $189.87 +0.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +27.5%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +30.1%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +40.0%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +41.6%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +15.4%
|
QQQ Invesco QQQ | $451.76 0.0% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +22.4%
|
QQQ Invesco QQQ | $451.76 0.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +22.4%
|
NVDA NVIDIA | $924.79 -2.0% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +368.2%
|
KR Kroger | $54.20 -0.4% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +42.4%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.85 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -18.7%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.85 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -18.7%
|
BNS Bank of Nova Scotia | $48.39 +0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -25.6%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.85 -0.4% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -18.6%
|
BABA Alibaba Group | $88.54 +2.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -57.9%
|
T AT&T | $17.40 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -39.9%
|
MO Altria Group | $46.08 +0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -6.8%
|
CCI Crown Castle | $102.89 -1.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -43.8%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +12.9%
|
NVDA NVIDIA | $924.79 -2.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +544.4%
|
CCI Crown Castle | $102.89 -1.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -44.1%
|
CCI Crown Castle | $102.89 -1.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -44.1%
|
CCI Crown Castle | $102.89 -1.1% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -44.1%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +11.5%
|
NVDA NVIDIA | $924.79 -2.0% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +544.4%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +66.8%
|
CCI Crown Castle | $102.89 -1.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -45.2%
|
LOW Lowe's Companies | $231.11 -0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +16.0%
|
ARCC Ares Capital | $21.28 +0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +9.4%
|
T AT&T | $17.40 +0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -41.8%
|
AI C3.ai | $26.39 +0.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -57.5%
|
KO Coca-Cola | $63.03 -0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +16.7%
|
CRM Salesforce | $285.61 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +23.9%
|
LOW Lowe's Companies | $231.11 -0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +14.7%
|
AMT American Tower | $194.51 -0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -19.5%
|
TSM Taiwan Semiconductor Manufacturing | $151.68 -0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +33.3%
|
LOW Lowe's Companies | $231.11 -0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +30.0%
|
NIO NIO | $5.28 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -90.9%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $184.70 +0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $193.86 +0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $9.47
| Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -37.6%
|
REZI Resideo Technologies | $21.59 -0.8% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $184.70 +0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $45.45 +1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $179.67 +2.8% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +156.6%
|
OXY Occidental Petroleum | $63.41 +0.9% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -10.9%
|
COST Costco Wholesale | $795.81 +0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $182.19 -0.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $117.31 -3.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $213.14 +0.2% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $2.13 -3.2% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $100.29 +1.4% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $158.71 +0.2% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +26.8%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $85.92 +0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $74.01 -0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $105.80 +0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +47.6%
|
PPL PPL | $29.59 -0.1% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $467.72 +0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $184.70 +0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $770.00 -0.1% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $460.27 +0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $193.86 +0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $541.89 +0.6% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $205.97 -0.3% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $125.65 +0.4% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $177.29 +1.1% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $104.09 -0.7% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $38.56 -0.1% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $96.79 -0.1% | 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 | $205.97 -0.3% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +45.3%
|
WMT Walmart | $64.65 +1.0% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $96.79 -0.1% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $420.21 -0.2% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $100.29 +1.4% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $158.71 +0.2% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $77.85 +3.4% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $40.06 -0.5% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $280.10 +0.1% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $460.27 +0.3% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $154.64 +0.2% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $159.89 -0.8% | 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 | $40.06 -0.5% | 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 | $125.65 +0.4% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $167.64 -0.1% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $466.20 +0.3% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $471.91 -0.3% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $17.37 +2.1% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $199.38 -1.7% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $2.13 -3.2% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $177.29 +1.1% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $3,213.43 +2.1% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $48.59 +0.4% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $272.38 -0.4% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $184.95 +1.1% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $64.65 +1.0% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $44.98 +0.2% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $937.00 +0.5% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $40.06 -0.5% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $795.81 +0.3% | 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 | $15.40 +0.5% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $460.27 +0.3% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $420.21 -0.2% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $3,213.43 +2.1% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $105.80 +0.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $182.19 -0.5% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $40.06 -0.5% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $117.31 -3.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $76.22 -1.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $16.00 -0.6% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $46.68 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $34.34
| Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $57.68 +0.3% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $3,213.43 +2.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $16.00 -0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $91.18 -1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $29.59 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $105.80 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $159.34 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $795.81 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN (TLN) | $14.00
| Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $162.67 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $151.13 +0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $57.68 +0.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $151.13 +0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $184.95 +1.1% | 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 | $158.71 +0.2% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $158.71 +0.2% | 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 | $59.19 +0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $945.66 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $397.02 +0.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $57.68 +0.3% | 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 | $154.64 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $252.33 +0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $262.70 +2.2% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $34.34
| Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $17.37 +2.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $34.34
| Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $125.42 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $795.81 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $177.29 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $193.86 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $125.42 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $182.19 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $795.81 +0.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $57.68 +0.3% | 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 | $40.06 -0.5% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $795.81 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $3,213.43 +2.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +422.1%
|
CMG Chipotle Mexican Grill | $3,213.43 +2.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +422.1%
|
CHKP Check Point Software Technologies | $151.13 +0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $57.68 +0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $189.87 +0.0% | 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 | $177.29 +1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $59.19 +0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $62.56 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $945.66 -0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $130.68 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $104.18 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $160.35 -0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $61.47 +2.4% | 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 | $31.51 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $159.34 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $154.23 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $34.34
| Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $38.56 -0.1% | 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 | $105.80 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $160.35 -0.3% | 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 | $100.29 +1.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $564.52 +1.6% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $169.03 +0.0% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $21.25 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $184.95 +1.1% | 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 | $524.63 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $130.68 -0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $38.58 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $125.42 +0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $288.81 0.0% | 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 | $34.34
| Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $71.24 -0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $15.40 +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 | $112.88 +0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $169.03 +0.0% | 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 | $189.87 +0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $236.30 -0.1% | 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 | $61.47 +2.4% | 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 | $160.35 -0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $78.01 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |