PAVE Global X U.S. Infrastructure Development ETF | $38.83 +0.5% | Sale $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +57.4%
|
PPA Invesco Aerospace & Defense ETF | $104.95 +0.6% | Purchase $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +51.6%
|
VCSH Vanguard Short-Term Corporate Bond ETF | $76.96 +0.1% | Sale $1,001 - $15,000 | 6/9/2022 | 5/17/2022 | +0.2%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.76 +0.3% | Sale $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +61.9%
|
MDY SPDR S&P MidCap 400 ETF Trust | $547.12 +0.9% | Purchase $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +12.1%
|
PAVE Global X U.S. Infrastructure Development ETF | $38.83 +0.5% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/11/2020 | +85.4%
|
IWM iShares Russell 2000 ETF | $205.52 +0.9% | Sale $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +8.5%
|
PAVE Global X U.S. Infrastructure Development ETF | $38.83 +0.5% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +84.0%
|
IWM iShares Russell 2000 ETF | $205.52 +0.9% | Sale $1,001 - $15,000 | 7/27/2021 | 12/2/2020 | +12.4%
|
IWM iShares Russell 2000 ETF | $205.52 +0.9% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +50.2%
|
IVV iShares Core S&P 500 ETF | $522.34 +0.5% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +69.3%
|
IEFA iShares Core MSCI EAFE ETF | $73.98 -0.1% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +30.1%
|
SPY SPDR S&P 500 ETF Trust | $519.76 +0.5% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +60.8%
|
KBE SPDR S&P Bank ETF | $47.24 +0.4% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +28.9%
|
VONE Vanguard Russell 1000 | $236.39 +0.5% | Purchase $50,001 - $100,000 | 7/27/2021 | 3/26/2020 | +98.7%
|
SPY SPDR S&P 500 ETF Trust | $519.76 +0.5% | Purchase $1,001 - $15,000 | 7/27/2021 | 3/11/2020 | +89.5%
|
GBDC Golub Capital BDC | $16.45 -0.9% | Purchase $1,001 - $15,000 | 7/27/2021 | 2/25/2020 | -6.4%
|
IVE iShares S&P 500 Value ETF | $183.56 +0.8% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +41.0%
|
IWN iShares Russell 2000 Value ETF | $156.78 +0.9% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +21.9%
|
MDY SPDR S&P MidCap 400 ETF Trust | $547.12 +0.9% | Purchase $1,001 - $15,000 | 7/30/2020 | 9/20/2019 | +54.4%
|
IJR iShares Core S&P Small-Cap ETF | $109.30 +1.0% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +38.8%
|
IVV iShares Core S&P 500 ETF | $522.34 +0.5% | Purchase $15,001 - $50,000 | 7/30/2020 | 7/24/2019 | +72.9%
|
IJH iShares Core S&P Mid-Cap ETF | $59.80 +0.9% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +51.3%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.76 +0.3% | Sale $1,001 - $15,000 | 7/30/2020 | 7/8/2019 | +13.5%
|
VEA Vanguard FTSE Developed Markets ETF | $50.31 +0.7% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +21.1%
|
SPY SPDR S&P 500 ETF Trust | $519.76 +0.5% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +76.5%
|
GBDC Golub Capital BDC | $16.45 -0.9% | Purchase $15,001 - $50,000 | 7/30/2020 | 5/30/2019 | -7.5%
|
VCSH Vanguard Short-Term Corporate Bond ETF | $76.96 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/22/2019 | -3.4%
|
IJR iShares Core S&P Small-Cap ETF | $109.30 +1.0% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +37.2%
|
IEFA iShares Core MSCI EAFE ETF | $73.98 -0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +22.5%
|
IVV iShares Core S&P 500 ETF | $522.34 +0.5% | Purchase $1,001 - $15,000 | 7/30/2020 | 3/4/2019 | +85.8%
|
IJH iShares Core S&P Mid-Cap ETF | $59.80 +0.9% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +56.0%
|
QQQ Invesco QQQ | $441.03 +0.2% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
QQQ Invesco QQQ | $441.03 +0.2% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
VGT Vanguard Information Technology ETF | $514.69 -0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
GBDC Golub Capital BDC | $16.45 -0.9% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/21/2018 | |
IWM iShares Russell 2000 ETF | $205.52 +0.9% | Sale $100,001 - $250,000 | 5/8/2019 | 12/21/2018 | |
PKB Invesco Building & Construction ETF | $72.46 +1.3% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
PCY Invesco Emerging Markets Sovereign Debt ETF | $20.24 +0.4% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $76.96 +0.1% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
QQQ Invesco QQQ | $441.03 +0.2% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
IWO iShares Russell 2000 Growth ETF | $261.87 +0.7% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $94.17 0.0% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $76.96 +0.1% | Purchase $100,001 - $250,000 | 5/8/2019 | 12/11/2018 | |
SPY SPDR S&P 500 ETF Trust | $519.76 +0.5% | Purchase $15,001 - $50,000 | 5/8/2019 | 10/26/2018 | |
MDY SPDR S&P MidCap 400 ETF Trust | $547.12 +0.9% | Sale $15,001 - $50,000 | 5/8/2019 | 9/5/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $94.17 0.0% | Sale $15,001 - $50,000 | 5/8/2019 | 6/6/2018 | |
BLK BlackRock | $790.41 +1.6% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +59.6%
|
QQQ Invesco QQQ | $441.03 +0.2% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +182.6%
|
EFA iShares MSCI EAFE ETF | $80.13 +0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
IWM iShares Russell 2000 ETF | $205.52 +0.9% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +41.4%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.76 +0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $72.46 +1.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +137.5%
|
QQQ Invesco QQQ | $441.03 +0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +182.6%
|
QQQ Invesco QQQ | $441.03 +0.2% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +182.6%
|
NKE NIKE | $93.33 -0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +45.3%
|
MRK Merck & Co., Inc. | $130.35 +0.6% | Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +194.4%
|
UNH UnitedHealth Group | $507.11 +0.8% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +150.8%
|
KBE SPDR S&P Bank ETF | $47.24 +0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
DISCA Warner Bros. Discovery | $24.43
| Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $72.46 +1.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +137.5%
|
VEA Vanguard FTSE Developed Markets ETF | $50.31 +0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/16/2018 | |
SPY SPDR S&P 500 ETF Trust | $519.76 +0.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $547.12 +0.9% | Sale $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
SPY SPDR S&P 500 ETF Trust | $519.76 +0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $547.12 +0.9% | Sale $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
KMI Kinder Morgan | $18.94 +0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
GE General Electric | $167.28 -0.9% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
AMZN Amazon.com | $190.35 +1.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
OXY Occidental Petroleum | $64.35 +1.1% | Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
UPS United Parcel Service | $147.74 0.0% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
NKE NIKE | $93.33 -0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
MET MetLife | $72.66 +1.4% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
PKB Invesco Building & Construction ETF | $72.46 +1.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KMI Kinder Morgan | $18.94 +0.7% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $47.24 +0.4% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
PKB Invesco Building & Construction ETF | $72.46 +1.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
OXY Occidental Petroleum | $64.35 +1.1% | Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
NKE NIKE | $93.33 -0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
MET MetLife | $72.66 +1.4% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
UPS United Parcel Service | $147.74 0.0% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
AMZN Amazon.com | $190.35 +1.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
GE General Electric | $167.28 -0.9% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $47.24 +0.4% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $50.31 +0.7% | Purchase $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $80.13 +0.7% | Sale $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $80.13 +0.7% | Sale $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $50.31 +0.7% | Purchase $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
KBE SPDR S&P Bank ETF | $47.24 +0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
KBE SPDR S&P Bank ETF | $47.24 +0.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
PKB Invesco Building & Construction ETF | $72.46 +1.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
RYH Invesco S&P 500 Equal Weight Health Care ETF | $30.08 -0.6% | Sale $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
QQQ Invesco QQQ | $441.03 +0.2% | Sale $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
IBB iShares Biotechnology ETF | $133.38 +0.6% | Sale $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $89.12 +0.0% | Purchase $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $89.12 +0.0% | Purchase $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IBB iShares Biotechnology ETF | $133.38 +0.6% | Sale $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IWF iShares Russell 1000 Growth ETF | $336.13 +0.3% | Purchase $100,001 - $250,000 | 7/26/2017 | 1/30/2017 | |
IWF iShares Russell 1000 Growth ETF | $336.13 +0.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 1/26/2017 | |
EFA iShares MSCI EAFE ETF | $80.13 +0.7% | Sale $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $41.48 +0.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $41.48 +0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
EFA iShares MSCI EAFE ETF | $80.13 +0.7% | Sale $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
IWM iShares Russell 2000 ETF | $205.52 +0.9% | Purchase $15,001 - $50,000 | 7/26/2017 | 12/21/2016 | |
PKB Invesco Building & Construction ETF | $72.46 +1.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $205.52 +0.9% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $205.52 +0.9% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
PKB Invesco Building & Construction ETF | $72.46 +1.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
QIHU (QIHU) | $76.92
| Exchange $1,001 - $15,000 | 7/26/2017 | 7/18/2016 | |
NRE Northstar Realty Europe | $17.02
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |
NRF Northstar Realty Finance | $16.13
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |