PAVE Global X U.S. Infrastructure Development ETF | $41.08 +0.8% | Sale $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +66.5%
|
PPA Invesco Aerospace & Defense ETF | $116.21 +1.4% | Purchase $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +67.8%
|
VCSH Vanguard Short-Term Corporate Bond ETF | $78.11 +0.1% | Sale $1,001 - $15,000 | 6/9/2022 | 5/17/2022 | +1.7%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.30
| Sale $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +59.3%
|
MDY SPDR S&P MidCap 400 ETF Trust | $570.23 +0.4% | Purchase $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +16.9%
|
PAVE Global X U.S. Infrastructure Development ETF | $41.08 +0.8% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/11/2020 | +96.2%
|
IWM iShares Russell 2000 ETF | $221.92 +0.9% | Sale $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +17.2%
|
PAVE Global X U.S. Infrastructure Development ETF | $41.08 +0.8% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +94.7%
|
IWM iShares Russell 2000 ETF | $221.92 +0.9% | Sale $1,001 - $15,000 | 7/27/2021 | 12/2/2020 | +21.3%
|
IWM iShares Russell 2000 ETF | $221.92 +0.9% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +62.2%
|
IVV iShares Core S&P 500 ETF | $593.33 +1.1% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +92.3%
|
IEFA iShares Core MSCI EAFE ETF | $69.87 -0.3% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +22.9%
|
SPY SPDR S&P 500 ETF Trust | $591.15 +0.9% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +82.9%
|
KBE SPDR S&P Bank ETF | $55.84 +1.6% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +52.3%
|
VONE Vanguard Russell 1000 | $269.65 +1.0% | Purchase $50,001 - $100,000 | 7/27/2021 | 3/26/2020 | +126.7%
|
SPY SPDR S&P 500 ETF Trust | $591.15 +0.9% | Purchase $1,001 - $15,000 | 7/27/2021 | 3/11/2020 | +115.6%
|
GBDC Golub Capital BDC | $15.08 +1.3% | Purchase $1,001 - $15,000 | 7/27/2021 | 2/25/2020 | -14.2%
|
IVE iShares S&P 500 Value ETF | $191.71 +1.2% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +47.3%
|
IWN iShares Russell 2000 Value ETF | $164.11 +0.9% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +27.6%
|
MDY SPDR S&P MidCap 400 ETF Trust | $570.23 +0.4% | Purchase $1,001 - $15,000 | 7/30/2020 | 9/20/2019 | +61.0%
|
IJR iShares Core S&P Small-Cap ETF | $115.83 +0.6% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +47.1%
|
IVV iShares Core S&P 500 ETF | $593.33 +1.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 7/24/2019 | +96.4%
|
IJH iShares Core S&P Mid-Cap ETF | $62.36 +0.7% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +57.7%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.30
| Sale $1,001 - $15,000 | 7/30/2020 | 7/8/2019 | +11.6%
|
VEA Vanguard FTSE Developed Markets ETF | $47.57 -1.5% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +14.5%
|
SPY SPDR S&P 500 ETF Trust | $591.15 +0.9% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +100.7%
|
GBDC Golub Capital BDC | $15.08 +1.3% | Purchase $15,001 - $50,000 | 7/30/2020 | 5/30/2019 | -15.2%
|
VCSH Vanguard Short-Term Corporate Bond ETF | $78.11 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/22/2019 | -1.9%
|
IJR iShares Core S&P Small-Cap ETF | $115.83 +0.6% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +45.4%
|
IEFA iShares Core MSCI EAFE ETF | $69.87 -0.3% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +15.7%
|
IVV iShares Core S&P 500 ETF | $593.33 +1.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 3/4/2019 | +111.0%
|
IJH iShares Core S&P Mid-Cap ETF | $62.36 +0.7% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +62.6%
|
QQQ Invesco QQQ | $518.66 +0.9% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
QQQ Invesco QQQ | $518.66 +0.9% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
VGT Vanguard Information Technology ETF | $631.61 +1.6% | Purchase $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
GBDC Golub Capital BDC | $15.08 +1.3% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/21/2018 | |
IWM iShares Russell 2000 ETF | $221.92 +0.9% | Sale $100,001 - $250,000 | 5/8/2019 | 12/21/2018 | |
PKB Invesco Building & Construction ETF | $77.15 +0.9% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
PCY Invesco Emerging Markets Sovereign Debt ETF | $20.12 +0.7% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.11 +0.1% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
QQQ Invesco QQQ | $518.66 +0.9% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
IWO iShares Russell 2000 Growth ETF | $290.85 +1.0% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $95.38 +0.6% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.11 +0.1% | Purchase $100,001 - $250,000 | 5/8/2019 | 12/11/2018 | |
SPY SPDR S&P 500 ETF Trust | $591.15 +0.9% | Purchase $15,001 - $50,000 | 5/8/2019 | 10/26/2018 | |
MDY SPDR S&P MidCap 400 ETF Trust | $570.23 +0.4% | Sale $15,001 - $50,000 | 5/8/2019 | 9/5/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $95.38 +0.6% | Sale $15,001 - $50,000 | 5/8/2019 | 6/6/2018 | |
AMJ JPMorgan Alerian MLP Index ETN | $28.30
| Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
IWM iShares Russell 2000 ETF | $221.92 +0.9% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +52.7%
|
EFA iShares MSCI EAFE ETF | $75.10 -0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
QQQ Invesco QQQ | $518.66 +0.9% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +232.3%
|
BLK BlackRock | $1,028.69 +1.2% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +107.7%
|
PKB Invesco Building & Construction ETF | $77.15 +0.9% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +152.9%
|
QQQ Invesco QQQ | $518.66 +0.9% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +232.3%
|
QQQ Invesco QQQ | $518.66 +0.9% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +232.3%
|
NKE NIKE | $76.94 -0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +19.8%
|
MRK Merck & Co., Inc. | $98.05 -1.5% | Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +121.4%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +147.3%
|
KBE SPDR S&P Bank ETF | $55.84 +1.6% | 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 | $77.15 +0.9% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +152.9%
|
VEA Vanguard FTSE Developed Markets ETF | $47.57 -1.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/16/2018 | |
MDY SPDR S&P MidCap 400 ETF Trust | $570.23 +0.4% | Sale $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
SPY SPDR S&P 500 ETF Trust | $591.15 +0.9% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
SPY SPDR S&P 500 ETF Trust | $591.15 +0.9% | Purchase $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $570.23 +0.4% | Sale $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
MET MetLife | $81.36 +1.6% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
NKE NIKE | $76.94 -0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
UPS United Parcel Service | $125.68 +2.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
OXY Occidental Petroleum | $47.13 +3.9% | Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
GE General Electric | $168.37 +2.2% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
KMI Kinder Morgan | $26.85 +2.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
PKB Invesco Building & Construction ETF | $77.15 +0.9% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KMI Kinder Morgan | $26.85 +2.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $55.84 +1.6% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
PKB Invesco Building & Construction ETF | $77.15 +0.9% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
OXY Occidental Petroleum | $47.13 +3.9% | Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
NKE NIKE | $76.94 -0.2% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
MET MetLife | $81.36 +1.6% | 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 | $125.68 +2.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
AMZN Amazon.com | $224.92 +0.7% | 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 | $168.37 +2.2% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $55.84 +1.6% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $47.57 -1.5% | Purchase $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $75.10 -0.3% | Sale $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $47.57 -1.5% | Purchase $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $75.10 -0.3% | Sale $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
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 | $55.84 +1.6% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
KBE SPDR S&P Bank ETF | $55.84 +1.6% | 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 | $77.15 +0.9% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
RYH Invesco S&P 500 Equal Weight Health Care ETF | $29.44 +1.5% | 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 | $518.66 +0.9% | Sale $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
XBI SPDR S&P Biotech ETF | $91.28 +1.6% | Purchase $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
IBB iShares Biotechnology ETF | $132.73 +1.2% | Sale $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $91.28 +1.6% | Purchase $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IBB iShares Biotechnology ETF | $132.73 +1.2% | Sale $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IWF iShares Russell 1000 Growth ETF | $407.33 +1.1% | Purchase $100,001 - $250,000 | 7/26/2017 | 1/30/2017 | |
IWF iShares Russell 1000 Growth ETF | $407.33 +1.1% | Purchase $15,001 - $50,000 | 7/26/2017 | 1/26/2017 | |
EFA iShares MSCI EAFE ETF | $75.10 -0.3% | Sale $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $40.98 -0.8% | Purchase $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
EFA iShares MSCI EAFE ETF | $75.10 -0.3% | Sale $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $40.98 -0.8% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
IWM iShares Russell 2000 ETF | $221.92 +0.9% | Purchase $15,001 - $50,000 | 7/26/2017 | 12/21/2016 | |
PKB Invesco Building & Construction ETF | $77.15 +0.9% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $221.92 +0.9% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $221.92 +0.9% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
PKB Invesco Building & Construction ETF | $77.15 +0.9% | 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 | |