MCD McDonald's | $292.68 +0.8% | Purchase $100,001 - $250,000 | 11/15/2024 | 10/29/2024 | -0.8%
|
CB Chubb | $273.20 +0.0% | Purchase $1,001 - $15,000 | 8/10/2024 | 7/8/2024 | +8.0%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/28/2024 | +4.7%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/28/2024 | -35.1%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/25/2024 | +3.2%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/24/2024 | +24.1%
|
LIN Linde | $424.31 +1.1% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/21/2024 | -4.2%
|
AGCO AGCO | $93.50 +3.3% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/20/2024 | -7.4%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/17/2024 | -0.9%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/13/2024 | +12.9%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/13/2024 | +10.9%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/10/2024 | -6.4%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/10/2024 | +14.1%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/10/2024 | +13.6%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/4/2024 | -2.3%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/21/2024 | -6.1%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/17/2024 | +20.7%
|
MMC Marsh & McLennan Companies | $211.74 +0.7% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/15/2024 | +2.6%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/15/2024 | +22.6%
|
PXD Pioneer Natural Resources | $269.62
| Exchange $100,001 - $250,000 | 6/7/2024 | 5/3/2024 | |
XOM Exxon Mobil | $105.87 +0.3% | Exchange $100,001 - $250,000 | 6/7/2024 | 5/3/2024 | -8.8%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +23.9%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +7.5%
|
LIN Linde | $424.31 +1.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -8.6%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -38.7%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -38.7%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +40.0%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -0.7%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +23.6%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +1.4%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +19.3%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +1.8%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +13.2%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -2.9%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -9.7%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | +0.9%
|
MMC Marsh & McLennan Companies | $211.74 +0.7% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +5.3%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +44.8%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +19.1%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +36.3%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +39.6%
|
VUZI Vuzix | $4.40 +18.3% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | +104.7%
|
EXAS Exact Sciences | $59.40 +5.9% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -19.5%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | -32.1%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | -32.1%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +7.9%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +52.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
|
LIN Linde | $424.31 +1.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +3.7%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +16.7%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +11.6%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +42.3%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -8.3%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +6.3%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +38.3%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +3.6%
|
CCLD CareCloud | $3.40 -2.6% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +230.1%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -8.9%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +12.5%
|
MMC Marsh & McLennan Companies | $211.74 +0.7% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +8.3%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +52.3%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +24.6%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +70.9%
|
VOD Vodafone Group Public | $8.39 +0.1% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -13.3%
|
CMP Compass Minerals International | $10.66 -5.8% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -61.3%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | -35.5%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | -35.5%
|
MMP Magellan Midstream Partners | $69.00
| Exchange $50,001 - $100,000 | 10/13/2023 | 9/26/2023 | |
MMP Magellan Midstream Partners | $69.00
| Exchange $500,001 - $1,000,000 | 10/13/2023 | 9/26/2023 | |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | |
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +57.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +4.1%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +4.4%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +19.1%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -7.2%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -1.4%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +24.0%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -9.7%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +38.1%
|
MMC Marsh & McLennan Companies | $211.74 +0.7% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +11.4%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +11.1%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +19.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +51.8%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +50.4%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | -36.3%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | -36.3%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +3.6%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +72.1%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | +6.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/21/2023 | +32.6%
|
ARGO Argo Group International | $29.99
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/20/2023 | +1.5%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | -3.6%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +18.9%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +29.9%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +29.9%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -6.5%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | -1.5%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +47.4%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -8.7%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +28.7%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +14.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +72.7%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +71.9%
|
AHCO AdaptHealth | $10.28 +6.1% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -15.4%
|
AHCO AdaptHealth | $10.28 +6.1% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -15.4%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -39.2%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -39.2%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +84.9%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | +3.1%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +38.3%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +38.3%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +21.3%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +4.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | -5.1%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +51.0%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +0.2%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | -6.2%
|
INTC Intel | $19.52 +2.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | -22.9%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +27.4%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +6.0%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +43.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +28.6%
|
PXD Pioneer Natural Resources | $269.62
| Sale $1,000,001 - $5,000,000 | 3/15/2023 | 2/1/2023 | +20.4%
|
DHR Danaher | $228.55 +1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -13.6%
|
ECL Ecolab | $238.29 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +53.9%
|
ACN Accenture | $366.37 -1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +31.3%
|
ADBE Adobe | $447.17 +2.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.7%
|
AMZN Amazon.com | $224.92 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +118.1%
|
AMT American Tower | $183.73 +2.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -17.8%
|
BLK BlackRock | $1,028.69 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +35.5%
|
KO Coca-Cola | $62.55 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.0%
|
CMCSA Comcast | $38.22 +2.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.9%
|
COST Costco Wholesale | $954.07 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +86.7%
|
DG Dollar General | $76.40 +3.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -67.3%
|
EXAS Exact Sciences | $59.40 +5.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -12.0%
|
HD Home Depot | $392.60 +2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +21.1%
|
HON Honeywell International | $228.32 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +9.5%
|
CB Chubb | $273.20 +0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.1%
|
ICLR ICON Public | $207.51 +1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -10.1%
|
INTC Intel | $19.52 +2.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -30.9%
|
ICE Intercontinental Exchange | $150.31 +1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +39.8%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -11.6%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +69.8%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +69.8%
|
LMT Lockheed Martin | $489.02 +2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +5.6%
|
LOW Lowe's Companies | $247.72 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +19.0%
|
MDT Medtronic | $81.03 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.2%
|
MSFT Microsoft | $436.60 -0.1% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +76.2%
|
MDLZ Mondelez International | $59.39 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -9.2%
|
NEE NextEra Energy | $71.67 +2.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.0%
|
NVS Novartis | $97.11 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.2%
|
ORLY O'Reilly Automotive | $1,219.11 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +53.9%
|
PH Parker-Hannifin | $647.20 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +98.5%
|
PSX Phillips 66 | $110.37 +0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.1%
|
PG Procter & Gamble | $168.06 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +18.0%
|
RTX RTX | $116.48 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +16.7%
|
RSG Republic Services | $203.73 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +63.2%
|
ROK Rockwell Automation | $289.79 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.8%
|
CRM Salesforce | $343.65 +2.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +104.6%
|
TXN Texas Instruments | $186.87 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +5.5%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -8.1%
|
TJX TJX Companies | $122.00 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +49.0%
|
V Visa | $317.71 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +38.0%
|
BA Boeing | $177.35 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -16.7%
|
MSFT Microsoft | $436.60 -0.1% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +90.6%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -50.0%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -50.0%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | +0.5%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +60.5%
|
ECL Ecolab | $238.29 +1.2% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +68.7%
|
HLT Hilton Worldwide | $249.42 +1.5% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +92.0%
|
ARCB ArcBest | $94.13 -3.5% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +29.0%
|
CCLD CareCloud | $3.40 -2.6% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $169.52 -0.3% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +22.2%
|
WYNN Wynn Resorts | $88.95 +0.7% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +9.1%
|
ADBE Adobe | $447.17 +2.2% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +36.0%
|
EXAS Exact Sciences | $59.40 +5.9% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +18.8%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -16.5%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +19.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +20.0%
|
RTN Return Energy | C$0.04 +40.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | |
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 1/13/2023 | 12/15/2022 | +20.0%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -7.1%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +9.6%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +31.7%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +2.3%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +76.5%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -18.0%
|
INTC Intel | $19.52 +2.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | -34.6%
|
SHW Sherwin-Williams | $345.47 +0.9% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +44.4%
|
AMP Ameriprise Financial | $532.12 +1.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +63.4%
|
VFC VF | $22.28 +2.8% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -31.1%
|
CR Crane | $152.80 +0.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +46.9%
|
MMC Marsh & McLennan Companies | $211.74 +0.7% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +24.6%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +25.2%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +5.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +55.5%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +88.8%
|
JEPI JPMorgan Equity Premium Income ETF | $58.20 +1.0% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +11.4%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -48.8%
|
DGRO iShares Core Dividend Growth ETF | $61.38 +1.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +38.0%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -48.8%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +88.2%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | -4.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 10/10/2022 | 9/16/2022 | +12.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/10/2022 | 9/16/2022 | +12.6%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -16.7%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +44.6%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +12.7%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +46.5%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +9.7%
|
JEPI JPMorgan Equity Premium Income ETF | $58.20 +1.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +5.2%
|
ASML ASML | $705.68 -0.6% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +30.7%
|
PTC PTC | $187.58 +0.2% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +57.2%
|
CDNS Cadence Design Systems | $301.47 +0.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +58.1%
|
CTRA Coterra Energy | $23.68 +0.0% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -19.3%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +1.9%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +14.4%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +57.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +106.0%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.1%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -44.2%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -44.2%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +74.9%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +16.7%
|
AGCO AGCO | $93.50 +3.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | -15.5%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +30.1%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +43.6%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | -3.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 7/15/2022 | 6/14/2022 | +1.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 7/15/2022 | 6/14/2022 | +1.9%
|
CERN Cerner | $94.92
| Sale $15,001 - $50,000 | 7/15/2022 | 6/10/2022 | |
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +5.4%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +38.8%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +42.5%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +64.9%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -19.0%
|
INTC Intel | $19.52 +2.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -55.7%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +6.8%
|
EXAS Exact Sciences | $59.40 +5.9% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +17.5%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +53.5%
|
MTBC CareCloud | | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | -100.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +42.0%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +27.8%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +99.1%
|
AHCO AdaptHealth | $10.28 +6.1% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -28.4%
|
IQV IQVIA | $197.27 +3.0% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -13.5%
|
MDLZ Mondelez International | $59.39 +0.2% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | -6.7%
|
HON Honeywell International | $228.32 +0.6% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +20.1%
|
AHCO AdaptHealth | $10.28 +6.1% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -38.3%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -48.0%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -48.0%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +60.6%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +7.8%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +24.3%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +14.5%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | -1.0%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -12.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
|
HON Honeywell International | $228.32 +0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +25.3%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +31.0%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +24.0%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +10.4%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +52.9%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -14.4%
|
INTC Intel | $19.52 +2.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -58.3%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | +11.2%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +59.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +10.0%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +59.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | -29.5%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | -29.5%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +39.6%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +103.7%
|
VUZI Vuzix | $4.40 +18.3% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -49.4%
|
MDT Medtronic | $81.03 +1.3% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -18.6%
|
ASXC Asensus Surgical | $0.35
| Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -69.2%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +40.8%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -1.7%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -22.1%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.9%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +4.3%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -17.4%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +34.0%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +68.0%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +31.1%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -11.6%
|
HON Honeywell International | $228.32 +0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | +12.2%
|
ARCB ArcBest | $94.13 -3.5% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -10.9%
|
INTC Intel | $19.52 +2.4% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -60.0%
|
AGCO AGCO | $93.50 +3.3% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -20.3%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | +3.6%
|
TJX TJX Companies | $122.00 +0.7% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +75.9%
|
PWR Quanta Services | $328.41 +1.8% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +179.4%
|
PH Parker-Hannifin | $647.20 +1.2% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +109.0%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $152.80 +0.2% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +52.7%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $187.98 +1.5% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +43.9%
|
FSK FS KKR Capital | $21.29 +0.3% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +0.3%
|
HLT Hilton Worldwide | $249.42 +1.5% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +83.1%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $99.31 +0.4% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +11.7%
|
FBND Fidelity Total Bond ETF | $45.17 +0.3% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -14.5%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +58.0%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | -1.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -17.8%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +39.9%
|
V Visa | $317.71 +0.9% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +37.3%
|
ORLY O'Reilly Automotive | $1,219.11 +0.4% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +89.2%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +31.8%
|
ITW Illinois Tool Works | $258.82 +0.3% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +15.7%
|
FMAT Fidelity MSCI Materials Index ETF | $48.66 +1.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $142.85 +1.2% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +26.2%
|
BLK BlackRock | $1,028.69 +1.2% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +13.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +41.0%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.6%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.6%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.66 +0.5% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -17.1%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -13.3%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -13.3%
|
DGRO iShares Core Dividend Growth ETF | $61.38 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.2%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +105.4%
|
RTX RTX | $116.48 +0.9% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +34.3%
|
MDT Medtronic | $81.03 +1.3% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -38.0%
|
ACN Accenture | $366.37 -1.6% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | +6.8%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +22.6%
|
SPY SPDR S&P 500 ETF Trust | $591.15 +0.9% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +36.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +16.7%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -15.3%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -7.7%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +24.0%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +46.9%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.3%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.3%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -16.2%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.66 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -18.3%
|
HON Honeywell International | $228.32 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | 0.0%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +18.0%
|
CDNS Cadence Design Systems | $301.47 +0.5% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +82.5%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +92.2%
|
ICLR ICON Public | $207.51 +1.4% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -20.6%
|
INTC Intel | $19.52 +2.4% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -63.7%
|
IQV IQVIA | $197.27 +3.0% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -25.6%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -17.4%
|
PRGS Progress Software | $66.38 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +42.2%
|
PRGS Progress Software | $66.38 +0.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +42.2%
|
RTX RTX | $116.48 +0.9% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +37.8%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | -0.6%
|
AHCO AdaptHealth | $10.28 +6.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -57.3%
|
CB Chubb | $273.20 +0.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +46.3%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +111.4%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +36.3%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +93.4%
|
MMC Marsh & McLennan Companies | $211.74 +0.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +37.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +13.3%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | -1.9%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.4%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.4%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.66 +0.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -18.5%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +56.5%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +35.2%
|
GOOGL Alphabet | $191.41 +1.5% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +42.1%
|
SPY SPDR S&P 500 ETF Trust | $591.15 +0.9% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +34.8%
|
FHLC Fidelity MSCI Health Care Index ETF | $65.41 +1.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -1.0%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.4%
|
JEPI JPMorgan Equity Premium Income ETF | $58.20 +1.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -5.7%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -8.0%
|
FDRR Fidelity Dividend ETF for Rising Rates | $51.43 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +20.6%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -2.8%
|
PTC PTC | $187.58 +0.2% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +28.0%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +55.2%
|
BSX Boston Scientific | $88.95 +0.3% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +104.1%
|
ADBE Adobe | $447.17 +2.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -27.0%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +1.9%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | -3.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
|
TIP iShares TIPS Bond ETF | $106.54 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -16.7%
|
TROW T. Rowe Price Group | $116.12 +2.8% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -43.3%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.66 +0.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -18.5%
|
BSX Boston Scientific | $88.95 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +105.1%
|
VUZI Vuzix | $4.40 +18.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -75.7%
|
MDT Medtronic | $81.03 +1.3% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -35.8%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +51.3%
|
DGRO iShares Core Dividend Growth ETF | $61.38 +1.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +21.1%
|
ITW Illinois Tool Works | $258.82 +0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +15.2%
|
HD Home Depot | $392.60 +2.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +22.1%
|
FQAL Fidelity Quality Factor ETF | $65.84 +1.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +32.5%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +28.0%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $14.31 +1.9% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -11.9%
|
DXCM DexCom | $80.04 +5.6% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | -25.0%
|
DHR Danaher | $228.55 +1.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -16.0%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +5.4%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +103.8%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +54.2%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -12.0%
|
HON Honeywell International | $228.32 +0.6% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | +4.4%
|
ASXC Asensus Surgical | $0.35
| Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -89.5%
|
ACN Accenture | $366.37 -1.6% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +24.3%
|
PSX Phillips 66 | $110.37 +0.0% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +22.6%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +64.7%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +64.7%
|
MASI Masimo | $169.52 -0.3% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -30.6%
|
MASI Masimo | $169.52 -0.3% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -30.6%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +29.5%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | -2.4%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +69.7%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +68.7%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
|
PTC PTC | $187.58 +0.2% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +41.2%
|
CDNS Cadence Design Systems | $301.47 +0.5% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +137.7%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +90.6%
|
PRGS Progress Software | $66.38 +0.7% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +48.8%
|
VUZI Vuzix | $4.40 +18.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -73.5%
|
BSX Boston Scientific | $88.95 +0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +112.2%
|
IQV IQVIA | $197.27 +3.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -16.7%
|
IQV IQVIA | $197.27 +3.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -16.7%
|
IQV IQVIA | $197.27 +3.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -16.7%
|
EXAS Exact Sciences | $59.40 +5.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -43.8%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $59.40 +5.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -43.8%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $59.40 +5.9% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -43.8%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $10.28 +6.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -58.1%
|
AHCO AdaptHealth | $10.28 +6.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -58.1%
|
AHCO AdaptHealth | $10.28 +6.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -58.1%
|
EXAS Exact Sciences | $59.40 +5.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -43.8%
|
BSX Boston Scientific | $88.95 +0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +112.2%
|
VUZI Vuzix | $4.40 +18.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -73.5%
|
ADBE Adobe | $447.17 +2.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | -9.1%
|
BSX Boston Scientific | $88.95 +0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +112.2%
|
VUZI Vuzix | $4.40 +18.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -73.5%
|
FCX Freeport-McMoRan | $38.86 +1.6% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -10.9%
|
HON Honeywell International | $228.32 +0.6% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +2.7%
|
ICLR ICON Public | $207.51 +1.4% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -6.7%
|
IQV IQVIA | $197.27 +3.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -14.4%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -0.9%
|
ORLY O'Reilly Automotive | $1,219.11 +0.4% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +122.4%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +10.9%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +31.7%
|
VUZI Vuzix | $4.40 +18.3% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -73.4%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +3.3%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +27.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $30.77 +0.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +40.8%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +122.5%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +32.1%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +84.1%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +71.4%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +42.3%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +121.9%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +6.7%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $23.71 +0.3% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -14.1%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +165.6%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +43.3%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +107.4%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +140.6%
|
SU Suncor Energy | $34.50 -0.3% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +123.4%
|
BDX Becton, Dickinson and Company | $227.68 +1.7% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | -2.2%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +18.0%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +51.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +216.1%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -6.2%
|
MMC Marsh & McLennan Companies | $211.74 +0.7% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +84.2%
|
ITW Illinois Tool Works | $258.82 +0.3% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +25.3%
|
BA Boeing | $177.35 +0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +6.0%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -2.5%
|
MCD McDonald's | $292.68 +0.8% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +27.6%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +162.2%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +40.2%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +186.1%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +112.6%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +35.1%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +59.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +239.4%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +64.1%
|
MMC Marsh & McLennan Companies | $211.74 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +84.7%
|
LOW Lowe's Companies | $247.72 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +66.1%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +28.0%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +145.2%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -1.8%
|
ICE Intercontinental Exchange | $150.31 +1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +59.0%
|
INTC Intel | $19.52 +2.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -60.6%
|
ICLR ICON Public | $207.51 +1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +11.3%
|
HON Honeywell International | $228.32 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +51.4%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +46.8%
|
EXAS Exact Sciences | $59.40 +5.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -38.4%
|
DG Dollar General | $76.40 +3.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -59.8%
|
CR Crane | $152.80 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +148.8%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +191.2%
|
CMCSA Comcast | $38.22 +2.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -12.3%
|
KO Coca-Cola | $62.55 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.0%
|
CB Chubb | $273.20 +0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +106.4%
|
BLK BlackRock | $1,028.69 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +78.8%
|
AMP Ameriprise Financial | $532.12 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +240.4%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +47.2%
|
V Visa | $317.71 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +61.3%
|
VFC VF | $22.28 +2.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -63.4%
|
TJX TJX Companies | $122.00 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +134.3%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.4%
|
SU Suncor Energy | $34.50 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +104.7%
|
SHW Sherwin-Williams | $345.47 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +65.7%
|
CRM Salesforce | $343.65 +2.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +80.0%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +26.5%
|
RSG Republic Services | $203.73 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +139.5%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +90.7%
|
PG Procter & Gamble | $168.06 -0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +33.0%
|
PSX Phillips 66 | $110.37 +0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +70.9%
|
PH Parker-Hannifin | $647.20 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +248.6%
|
ORLY O'Reilly Automotive | $1,219.11 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +170.6%
|
NVS Novartis | $97.11 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +14.6%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +3.3%
|
MDLZ Mondelez International | $59.39 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +6.9%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +114.2%
|
MDT Medtronic | $81.03 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -16.0%
|
ICE Intercontinental Exchange | $150.31 +1.4% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +56.5%
|
XOM Exxon Mobil | $105.87 +0.3% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +142.8%
|
CARR Carrier Global | $68.49 +2.7% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +157.5%
|
OTIS Otis Worldwide | $93.56 +0.7% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +60.0%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +191.2%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +134.4%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +109.0%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +63.3%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +99.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +225.9%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +65.1%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +164.4%
|
ECL Ecolab | $238.29 +1.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +32.5%
|
DHR Danaher | $228.55 +1.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +56.8%
|
BA Boeing | $177.35 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +16.8%
|
BDX Becton, Dickinson and Company | $227.68 +1.7% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -8.0%
|
AMT American Tower | $183.73 +2.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -29.2%
|
ADBE Adobe | $447.17 +2.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +40.3%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $100.08 +2.5% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +310.8%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +73.4%
|
WPX WPX Energy | $9.43
| Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +181.5%
|
WPX WPX Energy | $9.43
| Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +181.5%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +180.1%
|
ACN Accenture | $366.37 -1.6% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +113.8%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +130.0%
|
HD Home Depot | $392.60 +2.0% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +101.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +99.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +99.9%
|
WMB Williams Companies | $53.49 +1.8% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +275.4%
|
WBA Walgreens Boots Alliance | $9.55 +2.1% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -79.3%
|
NGL NGL Energy Partners | $4.71 -1.3% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -45.3%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.92 +0.1% | Purchase $100,001 - $250,000 | 3/17/2020 | 2/27/2020 | -0.5%
|
BBBY Bed Bath & Beyond | $0.08
| Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -99.2%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +30.0%
|
EL Estée Lauder Companies | $74.36 -0.5% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -65.4%
|
ICE Intercontinental Exchange | $150.31 +1.4% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +55.2%
|
MDLZ Mondelez International | $59.39 +0.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -0.5%
|
NGL NGL Energy Partners | $4.71 -1.3% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -50.2%
|
QSY WisdomTree U.S. Quality Shareholder Yield Fund | | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -100.0%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -55.9%
|
FSK FS KKR Capital | $21.29 +0.3% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -15.8%
|
SLB Schlumberger | $36.83 -0.2% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +1.8%
|
NGL NGL Energy Partners | $4.71 -1.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -52.8%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +42.7%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -49.7%
|
DHR Danaher | $228.55 +1.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +69.7%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +211.3%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +150.7%
|
ADBE Adobe | $447.17 +2.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +53.9%
|
ICLR ICON Public | $207.51 +1.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +42.1%
|
LOW Lowe's Companies | $247.72 +1.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +120.5%
|
MDT Medtronic | $81.03 +1.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -23.8%
|
ORLY O'Reilly Automotive | $1,219.11 +0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +177.7%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +78.9%
|
V Visa | $317.71 +0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +76.4%
|
HON Honeywell International | $228.32 +0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +26.8%
|
CVX Chevron | $142.85 +1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +22.0%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +96.1%
|
BLK BlackRock | $1,028.69 +1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +130.6%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +41.7%
|
UTX United Technologies | $116.48 +0.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -14.9%
|
VFC VF | $22.28 +2.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -75.7%
|
PG Procter & Gamble | $168.06 -0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +43.6%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +208.3%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +27.4%
|
DGRO iShares Core Dividend Growth ETF | $61.38 +1.1% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +56.4%
|
INTC Intel | $19.52 +2.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -63.2%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +66.6%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +51.5%
|
DEO Diageo | $125.47 -1.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -22.5%
|
CR Crane | $152.80 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +87.9%
|
CMCSA Comcast | $38.22 +2.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -16.4%
|
CL Colgate-Palmolive | $92.03 -1.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +34.2%
|
KO Coca-Cola | $62.55 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +17.1%
|
CB Chubb | $273.20 +0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +75.9%
|
ROK Rockwell Automation | $289.79 +1.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +72.9%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +96.5%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -56.9%
|
FSK FS KKR Capital | $21.29 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -5.9%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -55.5%
|
NGL NGL Energy Partners | $4.71 -1.3% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -64.0%
|
OKE ONEOK | $100.08 +2.5% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +45.2%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -60.7%
|
CB Chubb | $273.20 +0.0% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +77.4%
|
KO Coca-Cola | $62.55 +0.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +17.5%
|
CL Colgate-Palmolive | $92.03 -1.0% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +30.7%
|
DHR Danaher | $228.55 +1.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +65.3%
|
EL Estée Lauder Companies | $74.36 -0.5% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -59.2%
|
XOM Exxon Mobil | $105.87 +0.3% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +51.1%
|
HON Honeywell International | $228.32 +0.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +40.2%
|
ICLR ICON Public | $207.51 +1.4% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +35.2%
|
INTC Intel | $19.52 +2.4% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -58.2%
|
PG Procter & Gamble | $168.06 -0.7% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +45.0%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -62.1%
|
FSK FS KKR Capital | $21.29 +0.3% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -12.7%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -62.1%
|
NGL NGL Energy Partners | $4.71 -1.3% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -67.9%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -62.6%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -62.3%
|
FSK FS KKR Capital | $21.29 +0.3% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -13.9%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -62.7%
|
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -64.4%
|
FSK FS KKR Capital | $21.29 +0.3% | Exchange $100,001 - $250,000 | 1/15/2019 | 12/20/2018 | |
CCT Corporate Capital Trust | $12.35
| Exchange $100,001 - $250,000 | 1/15/2019 | 12/20/2018 | |
CLNC Colony Credit Real Estate | $5.97 +1.2% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |