AMAT Applied Materials | $192.05 +3.0% | Sale (Partial) $1,001 - $15,000 | 1/14/2025 | 12/23/2024 | +14.7%
|
SWKS Skyworks Solutions | $93.64 +2.4% | Sale (Full) $1,001 - $15,000 | 12/17/2024 | 11/20/2024 | +12.2%
|
AAXJ iShares MSCI All Country Asia ex Japan ETF | $71.92 +0.9% | Purchase $1,001 - $15,000 | 12/17/2024 | 11/20/2024 | -3.2%
|
VWO Vanguard FTSE Emerging Markets ETF | $43.80 +0.8% | Sale (Partial) $1,001 - $15,000 | 12/17/2024 | 11/20/2024 | -3.9%
|
BBEU JPMorgan BetaBuilders Europe ETF | $57.00 +2.7% | Sale (Partial) $1,001 - $15,000 | 12/17/2024 | 11/20/2024 | +0.5%
|
SPY SPDR S&P 500 ETF Trust | $597.58 +1.0% | Purchase $1,001 - $15,000 | 12/17/2024 | 11/13/2024 | +0.1%
|
IWM iShares Russell 2000 ETF | $225.46 +0.4% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 10/9/2024 | +3.4%
|
IVV iShares Core S&P 500 ETF | $600.26 +0.9% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 10/6/2024 | +4.3%
|
FI Fiserv | $208.67 +1.2% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/26/2024 | +17.6%
|
EFA iShares MSCI EAFE ETF | $76.78 +0.4% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/9/2024 | -4.8%
|
VEA Vanguard FTSE Developed Markets ETF | $48.57 +0.5% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/9/2024 | -4.6%
|
MDY SPDR S&P MidCap 400 ETF Trust | $591.11 +0.4% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/9/2024 | +9.4%
|
IEF iShares 7-10 Year Treasury Bond ETF | $92.45 +0.1% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -6.0%
|
MBB iShares MBS ETF | $91.59 -0.1% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -4.5%
|
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $45.08 +0.1% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -4.2%
|
TLT iShares 20+ Year Treasury Bond ETF | $87.19 +0.2% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -12.4%
|
CMBS iShares CMBS ETF | $47.45 -0.1% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -2.3%
|
JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.22 +0.3% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -5.3%
|
AGZ iShares Agency Bond ETF | $108.26 0.0% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -1.8%
|
IEI iShares 3-7 Year Treasury Bond ETF | $115.56 0.0% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -3.4%
|
FTGC First Trust Global Tactical Commodity Strategy Fund | $25.02 -0.2% | Purchase $15,001 - $50,000 | 10/18/2024 | 9/6/2024 | +11.8%
|
TPYP Tortoise North American Pipeline Fund | $36.80 +0.6% | Sale (Partial) $15,001 - $50,000 | 10/18/2024 | 9/6/2024 | +18.9%
|
SCHP Schwab U.S. TIPS ETF | $25.95 +0.1% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -2.3%
|
PALL Aberdeen Standard Physical Palladium Shares ETF | $87.21 +1.2% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | +3.9%
|
TBLL Invesco Short Term Treasury ETF | $105.76
| Purchase $15,001 - $50,000 | 10/18/2024 | 9/6/2024 | 0.0%
|
IVV iShares Core S&P 500 ETF | $600.26 +0.9% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | +10.5%
|
EMLP First Trust North American Energy Infrastructure Fund | $37.58 +0.3% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | +15.5%
|
PPLT Aberdeen Standard Physical Platinum Shares ETF | $86.12 +0.7% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | +1.8%
|
TLH iShares 10-20 Year Treasury Bond ETF | $99.24 +0.1% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -9.8%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.08 0.0% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -1.1%
|
VNQI Vanguard Global ex-U.S. Real Estate ETF | $39.31 +0.4% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -11.8%
|
MSI Motorola Solutions | $465.23 +0.5% | Purchase $1,001 - $15,000 | 8/6/2024 | 7/26/2024 | +18.2%
|
GOOGL Alphabet | $196.00 +1.6% | Purchase $1,001 - $15,000 | 8/6/2024 | 7/26/2024 | +17.4%
|
LRCX Lam Research | $80.30 +1.4% | Sale (Partial) $1,001 - $15,000 | 8/6/2024 | 7/26/2024 | -10.2%
|
MDY SPDR S&P MidCap 400 ETF Trust | $591.11 +0.4% | Sale (Partial) $1,001 - $15,000 | 8/6/2024 | 7/18/2024 | +6.6%
|
VEA Vanguard FTSE Developed Markets ETF | $48.57 +0.5% | Purchase $1,001 - $15,000 | 8/6/2024 | 7/18/2024 | -4.0%
|
IVV iShares Core S&P 500 ETF | $600.26 +0.9% | Sale (Partial) $1,001 - $15,000 | 7/11/2024 | 7/4/2024 | +8.3%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.08 0.0% | Sale (Partial) $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | +0.6%
|
SCHP Schwab U.S. TIPS ETF | $25.95 +0.1% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | -0.4%
|
JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.22 +0.3% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | -1.2%
|
TLH iShares 10-20 Year Treasury Bond ETF | $99.24 +0.1% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | -4.2%
|
IEF iShares 7-10 Year Treasury Bond ETF | $92.45 +0.1% | Sale (Partial) $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | -1.6%
|
CMCSA Comcast | $36.58 +0.7% | Sale (Full) $1,001 - $15,000 | 7/11/2024 | 6/20/2024 | -3.4%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/20/2024 | -3.7%
|
EFA iShares MSCI EAFE ETF | $76.78 +0.4% | Sale (Partial) $15,001 - $50,000 | 7/11/2024 | 6/4/2024 | -5.6%
|
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF | $32.06 0.0% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/4/2024 | +0.9%
|
SPY SPDR S&P 500 ETF Trust | $597.58 +1.0% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/4/2024 | +13.1%
|
MDY SPDR S&P MidCap 400 ETF Trust | $591.11 +0.4% | Sale (Partial) $1,001 - $15,000 | 7/11/2024 | 6/4/2024 | +10.7%
|
VEA Vanguard FTSE Developed Markets ETF | $48.57 +0.5% | Purchase $15,001 - $50,000 | 7/11/2024 | 6/4/2024 | -4.2%
|
IVW iShares S&P 500 Growth ETF | $103.83 +1.3% | Sale (Partial) $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | +19.9%
|
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $45.08 +0.1% | Purchase $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | 0.0%
|
EFA iShares MSCI EAFE ETF | $76.78 +0.4% | Sale (Partial) $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | -5.4%
|
CMBS iShares CMBS ETF | $47.45 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +3.1%
|
JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.22 +0.3% | Purchase $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +1.6%
|
SCZ iShares MSCI EAFE Small-Cap ETF | $60.86 +0.4% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | -2.9%
|
EFA iShares MSCI EAFE ETF | $76.78 +0.4% | Sale (Partial) $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | -2.2%
|
AMAT Applied Materials | $192.05 +3.0% | Purchase $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | -6.9%
|
HES Hess | $151.33 +1.1% | Sale (Full) $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | -0.9%
|
SCHP Schwab U.S. TIPS ETF | $25.95 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/8/2024 | 2/20/2024 | +0.6%
|
TLT iShares 20+ Year Treasury Bond ETF | $87.19 +0.2% | Purchase $1,001 - $15,000 | 5/8/2024 | 2/20/2024 | -6.1%
|
IEF iShares 7-10 Year Treasury Bond ETF | $92.45 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/8/2024 | 2/20/2024 | -1.5%
|
TLH iShares 10-20 Year Treasury Bond ETF | $99.24 +0.1% | Purchase $1,001 - $15,000 | 5/8/2024 | 2/20/2024 | -3.8%
|
LRCX Lam Research | $80.30 +1.4% | Sale (Partial) $1,001 - $15,000 | 1/8/2024 | 12/20/2023 | +6.4%
|
PFE Pfizer | $26.30 -0.7% | Purchase $1,001 - $15,000 | 1/8/2024 | 12/20/2023 | -4.8%
|
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $100.04 +0.0% | Sale (Partial) $1,001 - $15,000 | 1/8/2024 | 12/12/2023 | +0.2%
|
PALL Aberdeen Standard Physical Palladium Shares ETF | $87.21 +1.2% | Purchase $1,001 - $15,000 | 1/8/2024 | 12/12/2023 | -3.7%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.08 0.0% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/29/2023 | +0.5%
|
TLT iShares 20+ Year Treasury Bond ETF | $87.19 +0.2% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/29/2023 | -5.9%
|
TLH iShares 10-20 Year Treasury Bond ETF | $99.24 +0.1% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/8/2023 | -0.3%
|
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $45.08 +0.1% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +4.2%
|
MBB iShares MBS ETF | $91.59 -0.1% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +3.0%
|
JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.22 +0.3% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +2.0%
|
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $100.04 +0.0% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +0.2%
|
AGZ iShares Agency Bond ETF | $108.26 0.0% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +2.1%
|
CMBS iShares CMBS ETF | $47.45 -0.1% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +5.7%
|
TLT iShares 20+ Year Treasury Bond ETF | $87.19 +0.2% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | -1.0%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.08 0.0% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +1.2%
|
AES AES | $11.85 -1.3% | Sale (Full) $1,001 - $15,000 | 11/7/2023 | 10/5/2023 | -6.0%
|
FEP First Trust Europe AlphaDEX Fund | $36.60 +0.7% | Sale (Full) $15,001 - $50,000 | 9/7/2023 | 8/29/2023 | +5.2%
|
BBEU JPMorgan BetaBuilders Europe ETF | $57.00 +2.7% | Purchase $15,001 - $50,000 | 9/7/2023 | 8/29/2023 | +5.6%
|