LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +2.8%
|
LIN Linde | $429.28 +0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -7.5%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | +1.2%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | +1.2%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +3.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -12.5%
|
RTX RTX | $105.27 +1.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +11.7%
|
UNH UnitedHealth Group | $506.29 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +2.6%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +22.7%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -5.0%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +5.1%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +8.3%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -6.6%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -16.2%
|
MMC Marsh & McLennan Companies | $204.06 +0.2% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +1.5%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +15.3%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +17.9%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +12.7%
|
COST Costco Wholesale | $778.20 +1.9% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +13.9%
|
VUZI Vuzix | $1.25 -2.7% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -42.1%
|
EXAS Exact Sciences | $54.47 -8.4% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -26.2%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | +12.1%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +12.1%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +3.1%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +12.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
|
LIN Linde | $429.28 +0.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +4.9%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +20.1%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | -1.7%
|
RTX RTX | $105.27 +1.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +28.6%
|
UNH UnitedHealth Group | $506.29 +0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -7.2%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +18.5%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +28.5%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | -3.3%
|
CCLD CareCloud | $1.33 +23.2% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +29.2%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -5.8%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -6.6%
|
MMC Marsh & McLennan Companies | $204.06 +0.2% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +4.4%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +21.3%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +23.4%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +41.3%
|
VOD Vodafone Group Public | $8.59 +1.5% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -11.3%
|
CMP Compass Minerals International | $12.64 -6.1% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -54.1%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | +6.5%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | +6.5%
|
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 | $39.49 +0.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +16.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
|
UNH UnitedHealth Group | $506.29 +0.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +5.3%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +7.4%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +4.9%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +3.4%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -8.0%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +15.2%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -6.6%
|
RTX RTX | $105.27 +1.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +24.8%
|
MMC Marsh & McLennan Companies | $204.06 +0.2% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +7.4%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +10.0%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | -1.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +20.9%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +24.4%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | +5.1%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | +5.1%
|
UNH UnitedHealth Group | $506.29 +0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +4.9%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +27.1%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | +1.8%
|
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 | $73.75 +1.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | -0.8%
|
RTX RTX | $105.27 +1.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +7.4%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +14.4%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +14.4%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -12.7%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +9.9%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +37.0%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -5.6%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +6.9%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +13.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +37.5%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +42.2%
|
AHCO AdaptHealth | $9.22 -4.9% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -24.1%
|
AHCO AdaptHealth | $9.22 -4.9% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -24.1%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | +0.4%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | +0.4%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +36.5%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -1.4%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +21.8%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +21.8%
|
RTX RTX | $105.27 +1.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +9.7%
|
UNH UnitedHealth Group | $506.29 +0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +5.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | -2.3%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +40.3%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -6.4%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | -3.1%
|
INTC Intel | $30.04 +0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +18.6%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +5.8%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +4.9%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +14.2%
|
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 | $250.06 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -5.4%
|
ECL Ecolab | $232.94 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +50.4%
|
ACN Accenture | $304.20 -2.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +9.0%
|
ADBE Adobe | $482.72 -1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +30.3%
|
AMZN Amazon.com | $190.47 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +84.7%
|
AMT American Tower | $186.20 +2.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -16.6%
|
BLK BlackRock | $787.50 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.7%
|
KO Coca-Cola | $63.07 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.9%
|
CMCSA Comcast | $38.69 -0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -1.7%
|
COST Costco Wholesale | $778.20 +1.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +52.2%
|
DG Dollar General | $139.34 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -40.4%
|
EXAS Exact Sciences | $54.47 -8.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -19.3%
|
HD Home Depot | $345.86 +2.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.7%
|
HON Honeywell International | $199.56 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.3%
|
CB Chubb | $252.29 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.9%
|
ICLR ICON Public | $313.70 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +36.0%
|
INTC Intel | $30.04 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.3%
|
ICE Intercontinental Exchange | $133.97 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +24.6%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -8.6%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +40.4%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +40.4%
|
LMT Lockheed Martin | $467.68 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.0%
|
LOW Lowe's Companies | $235.78 +1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +13.2%
|
MDT Medtronic | $82.31 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -1.6%
|
MSFT Microsoft | $411.56 +0.2% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +66.1%
|
MDLZ Mondelez International | $70.03 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.0%
|
NEE NextEra Energy | $73.75 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -1.2%
|
NVS Novartis | $99.97 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.3%
|
ORLY O'Reilly Automotive | $1,031.90 +1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +30.2%
|
PH Parker-Hannifin | $558.69 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +71.4%
|
PSX Phillips 66 | $147.09 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +46.7%
|
PG Procter & Gamble | $165.75 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +16.4%
|
RTX RTX | $105.27 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +5.4%
|
RSG Republic Services | $187.93 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +50.6%
|
ROK Rockwell Automation | $270.50 -1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.1%
|
CRM Salesforce | $274.49 -1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +63.4%
|
TXN Texas Instruments | $184.96 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.4%
|
TMO Thermo Fisher Scientific | $576.28 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.0%
|
TJX TJX Companies | $99.09 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +21.0%
|
V Visa | $276.97 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.3%
|
BA Boeing | $181.32 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -14.9%
|
MSFT Microsoft | $411.56 +0.2% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +79.6%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -17.4%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -17.4%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -3.9%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +18.5%
|
ECL Ecolab | $232.94 -0.1% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +65.0%
|
HLT Hilton Worldwide | $201.16 +0.4% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +54.9%
|
ARCB ArcBest | $115.76 +1.3% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +58.6%
|
CCLD CareCloud | $1.33 +23.2% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $126.80 +5.6% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -8.6%
|
WYNN Wynn Resorts | $97.40 +1.7% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +19.4%
|
ADBE Adobe | $482.72 -1.1% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +46.8%
|
EXAS Exact Sciences | $54.47 -8.4% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +8.9%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -14.1%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +5.6%
|
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 | $506.29 +0.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -5.9%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +2.3%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +22.4%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +14.0%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +66.4%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -15.2%
|
INTC Intel | $30.04 +0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +0.7%
|
SHW Sherwin-Williams | $319.69 +0.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +33.6%
|
AMP Ameriprise Financial | $427.24 +0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +31.2%
|
VFC V.F. | $12.64 +0.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -60.9%
|
CR Crane | $144.19 -0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +38.6%
|
MMC Marsh & McLennan Companies | $204.06 +0.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +20.1%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +3.9%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +4.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +23.8%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +56.1%
|
JEPI JPMorgan Equity Premium Income ETF | $56.93 +0.3% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +9.0%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -15.5%
|
DGRO iShares Core Dividend Growth ETF | $57.45 +0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +29.2%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -15.5%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +39.0%
|
UNH UnitedHealth Group | $506.29 +0.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | -3.2%
|
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 | $73.75 +1.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -14.3%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +27.4%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +5.2%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +36.1%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +22.3%
|
JEPI JPMorgan Equity Premium Income ETF | $56.93 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +2.9%
|
ASML ASML | $912.50 +0.1% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +69.1%
|
PTC PTC | $179.54 +0.7% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +50.5%
|
CDNS Cadence Design Systems | $284.60 +0.7% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +49.2%
|
CTRA Coterra Energy | $28.30 +0.8% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -3.6%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +0.9%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | -5.0%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +25.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +70.4%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.5%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -7.8%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -7.8%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +29.1%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +11.6%
|
AGCO AGCO | $114.75 +0.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | +3.7%
|
RTX RTX | $105.27 +1.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +17.6%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +26.5%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | -0.6%
|
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 | $118.06 +1.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +17.5%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +29.6%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +32.4%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +55.4%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -16.2%
|
INTC Intel | $30.04 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -31.9%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +5.7%
|
EXAS Exact Sciences | $54.47 -8.4% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +7.8%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +22.3%
|
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 | $304.20 -2.5% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +6.1%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +64.7%
|
AHCO AdaptHealth | $9.22 -4.9% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -35.8%
|
IQV IQVIA | $228.83 +0.4% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | +0.3%
|
MDLZ Mondelez International | $70.03 -0.6% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +10.0%
|
HON Honeywell International | $199.56 +0.8% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +4.9%
|
AHCO AdaptHealth | $9.22 -4.9% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -44.6%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -14.1%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -14.1%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +18.6%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +3.1%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +9.5%
|
RTX RTX | $105.27 +1.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +3.5%
|
UNH UnitedHealth Group | $506.29 +0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | +0.2%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -10.0%
|
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 | $199.56 +0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +9.5%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +21.7%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +38.3%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +3.0%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +44.1%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -11.5%
|
INTC Intel | $30.04 +0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -35.8%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | -7.7%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +26.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +8.8%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +32.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +16.3%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +16.3%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +33.5%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +50.4%
|
VUZI Vuzix | $1.25 -2.7% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -85.7%
|
MDT Medtronic | $82.31 +0.9% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -17.3%
|
ASXC Asensus Surgical | $0.26 +3.9% | Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -76.8%
|
RTX RTX | $105.27 +1.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +27.3%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -13.4%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -19.8%
|
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 | $506.29 +0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +5.6%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -22.9%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +24.5%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +87.4%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +23.6%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -8.6%
|
HON Honeywell International | $199.56 +0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | -1.9%
|
ARCB ArcBest | $115.76 +1.3% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +9.5%
|
INTC Intel | $30.04 +0.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -38.4%
|
AGCO AGCO | $114.75 +0.7% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -2.2%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -14.0%
|
TJX TJX Companies | $99.09 +0.6% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +42.9%
|
PWR Quanta Services | $270.40 +2.0% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +130.0%
|
PH Parker-Hannifin | $558.69 +1.0% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +80.4%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $144.19 -0.3% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +44.1%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $152.76 -0.2% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +17.0%
|
FSK FS KKR Capital | $19.78 +2.0% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -6.8%
|
HLT Hilton Worldwide | $201.16 +0.4% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +47.7%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $80.44 +0.8% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -9.5%
|
FBND Fidelity Total Bond ETF | $44.78 +0.3% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -15.3%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +25.8%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | -2.3%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -18.1%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +15.7%
|
V Visa | $276.97 -0.1% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +19.7%
|
ORLY O'Reilly Automotive | $1,031.90 +1.1% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +60.1%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +26.0%
|
ITW Illinois Tool Works | $248.37 +0.4% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +11.0%
|
FMAT Fidelity MSCI Materials Index ETF | $51.63 +0.8% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $164.37 +1.1% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +45.3%
|
BLK BlackRock | $787.50 +1.2% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -12.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +41.0%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.9%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.9%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.54 +0.2% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -17.6%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +43.1%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +43.1%
|
DGRO iShares Core Dividend Growth ETF | $57.45 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.4%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +51.7%
|
RTX RTX | $105.27 +1.3% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +21.3%
|
MDT Medtronic | $82.31 +0.9% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -37.0%
|
ACN Accenture | $304.20 -2.5% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -11.3%
|
UNH UnitedHealth Group | $506.29 +0.6% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +24.1%
|
SPY SPDR S&P 500 ETF Trust | $519.08 +0.4% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +19.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +2.8%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -12.8%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -13.9%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +15.2%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +38.5%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.6%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.6%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -13.3%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.54 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -18.9%
|
HON Honeywell International | $199.56 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -12.6%
|
UNH UnitedHealth Group | $506.29 +0.6% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +19.5%
|
CDNS Cadence Design Systems | $284.60 +0.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +72.3%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +114.3%
|
ICLR ICON Public | $313.70 +0.6% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +20.1%
|
INTC Intel | $30.04 +0.1% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -44.1%
|
IQV IQVIA | $228.83 +0.4% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -13.7%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -14.6%
|
PRGS Progress Software | $50.59 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +8.4%
|
PRGS Progress Software | $50.59 -1.0% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +8.4%
|
RTX RTX | $105.27 +1.3% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +24.5%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | -1.7%
|
AHCO AdaptHealth | $9.22 -4.9% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -61.7%
|
CB Chubb | $252.29 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +35.1%
|
COST Costco Wholesale | $778.20 +1.9% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +72.5%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +30.4%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +54.0%
|
MMC Marsh & McLennan Companies | $204.06 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +32.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | -6.0%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | -2.9%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.7%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.7%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.54 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -19.1%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +29.5%
|
AMZN Amazon.com | $190.47 +1.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +14.5%
|
GOOGL Alphabet | $169.12 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +25.5%
|
SPY SPDR S&P 500 ETF Trust | $519.08 +0.4% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +18.4%
|
FHLC Fidelity MSCI Health Care Index ETF | $67.44 +0.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +2.0%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.7%
|
JEPI JPMorgan Equity Premium Income ETF | $56.93 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -7.8%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -5.3%
|
FDRR Fidelity Dividend ETF for Rising Rates | $46.22 +0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +8.4%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -9.3%
|
PTC PTC | $179.54 +0.7% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +22.6%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +46.3%
|
BSX Boston Scientific | $73.85 +1.6% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +69.5%
|
ADBE Adobe | $482.72 -1.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -21.2%
|
TMO Thermo Fisher Scientific | $576.28 +0.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +12.1%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | -4.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
|
TIP iShares TIPS Bond ETF | $106.16 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -17.0%
|
TROW T. Rowe Price Group | $110.89 -0.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -45.9%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.54 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -19.0%
|
BSX Boston Scientific | $73.85 +1.6% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +70.3%
|
VUZI Vuzix | $1.25 -2.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -93.1%
|
MDT Medtronic | $82.31 +0.9% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -34.7%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +25.1%
|
DGRO iShares Core Dividend Growth ETF | $57.45 +0.5% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +13.3%
|
ITW Illinois Tool Works | $248.37 +0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +10.6%
|
HD Home Depot | $345.86 +2.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +7.6%
|
FQAL Fidelity Quality Factor ETF | $58.02 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +16.8%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +19.0%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $13.00 -0.2% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -20.0%
|
DXCM DexCom | $129.05 +1.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +20.9%
|
DHR Danaher | $250.06 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -8.1%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +74.0%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +50.5%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +27.6%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -9.0%
|
HON Honeywell International | $199.56 +0.8% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -8.8%
|
ASXC Asensus Surgical | $0.26 +3.9% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -92.1%
|
ACN Accenture | $304.20 -2.5% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +3.2%
|
PSX Phillips 66 | $147.09 +0.1% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +63.4%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +55.3%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +55.3%
|
MASI Masimo | $126.80 +5.6% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -48.1%
|
MASI Masimo | $126.80 +5.6% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -48.1%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +14.1%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | +0.4%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +60.0%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +88.1%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
|
PTC PTC | $179.54 +0.7% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +35.1%
|
CDNS Cadence Design Systems | $284.60 +0.7% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +124.4%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +51.8%
|
PRGS Progress Software | $50.59 -1.0% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +13.4%
|
VUZI Vuzix | $1.25 -2.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -92.5%
|
BSX Boston Scientific | $73.85 +1.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +76.2%
|
IQV IQVIA | $228.83 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.3%
|
IQV IQVIA | $228.83 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.3%
|
IQV IQVIA | $228.83 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.3%
|
EXAS Exact Sciences | $54.47 -8.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -48.5%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $54.47 -8.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -48.5%
|
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 | $54.47 -8.4% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -48.5%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $9.22 -4.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -62.4%
|
AHCO AdaptHealth | $9.22 -4.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -62.4%
|
AHCO AdaptHealth | $9.22 -4.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -62.4%
|
EXAS Exact Sciences | $54.47 -8.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -48.5%
|
BSX Boston Scientific | $73.85 +1.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +76.2%
|
VUZI Vuzix | $1.25 -2.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -92.5%
|
ADBE Adobe | $482.72 -1.1% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | -1.8%
|
BSX Boston Scientific | $73.85 +1.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +76.2%
|
VUZI Vuzix | $1.25 -2.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -92.5%
|
FCX Freeport-McMoRan | $51.02 +2.1% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +16.9%
|
HON Honeywell International | $199.56 +0.8% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -10.2%
|
ICLR ICON Public | $313.70 +0.6% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +41.1%
|
IQV IQVIA | $228.83 +0.4% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -0.8%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +2.0%
|
ORLY O'Reilly Automotive | $1,031.90 +1.1% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +88.3%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +3.5%
|
EMR Emerson Electric | $115.30 +2.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +22.4%
|
VUZI Vuzix | $1.25 -2.7% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -92.5%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +2.3%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +5.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $50.80 +0.5% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +132.5%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +64.3%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +16.4%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +73.6%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +91.1%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +18.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +76.7%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +5.6%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $19.99 -0.2% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -27.5%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +96.1%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +26.2%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +95.5%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +168.3%
|
SU Suncor Energy | $40.12 +2.8% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +159.8%
|
BDX Becton, Dickinson and Company | $235.23 +0.7% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +1.0%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +16.8%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +25.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +151.8%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -3.5%
|
MMC Marsh & McLennan Companies | $204.06 +0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +77.5%
|
ITW Illinois Tool Works | $248.37 +0.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +20.2%
|
BA Boeing | $181.32 +0.5% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +8.3%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +0.9%
|
MCD McDonald's | $267.50 -0.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +16.6%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +93.6%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +23.5%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +219.1%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +100.4%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +33.8%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +32.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +170.3%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +36.2%
|
MMC Marsh & McLennan Companies | $204.06 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +78.0%
|
LOW Lowe's Companies | $235.78 +1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +58.1%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.4%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +102.8%
|
JNJ Johnson & Johnson | $149.39 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +1.5%
|
ICE Intercontinental Exchange | $133.97 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.7%
|
INTC Intel | $30.04 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -39.4%
|
ICLR ICON Public | $313.70 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +68.2%
|
HON Honeywell International | $199.56 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +32.4%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.3%
|
EXAS Exact Sciences | $54.47 -8.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -43.5%
|
DG Dollar General | $139.34 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -26.6%
|
CR Crane | $144.19 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +134.8%
|
COST Costco Wholesale | $778.20 +1.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +137.5%
|
CMCSA Comcast | $38.69 -0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -11.2%
|
KO Coca-Cola | $63.07 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +30.1%
|
CB Chubb | $252.29 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +90.6%
|
BLK BlackRock | $787.50 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +36.9%
|
AMP Ameriprise Financial | $427.24 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +173.3%
|
AMZN Amazon.com | $190.47 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +24.7%
|
V Visa | $276.97 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +40.7%
|
VFC V.F. | $12.64 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -79.2%
|
TJX TJX Companies | $99.09 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +90.3%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +40.0%
|
SU Suncor Energy | $40.12 +2.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +138.1%
|
SHW Sherwin-Williams | $319.69 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +53.3%
|
CRM Salesforce | $274.49 -1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +43.7%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +18.1%
|
RSG Republic Services | $187.93 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +121.0%
|
RTX RTX | $105.27 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +72.3%
|
PG Procter & Gamble | $165.75 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +31.2%
|
PSX Phillips 66 | $147.09 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +127.7%
|
PH Parker-Hannifin | $558.69 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +200.9%
|
ORLY O'Reilly Automotive | $1,031.90 +1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +129.1%
|
NVS Novartis | $99.97 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +18.0%
|
NEE NextEra Energy | $73.75 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +6.3%
|
MDLZ Mondelez International | $70.03 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +26.0%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +101.9%
|
MDT Medtronic | $82.31 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -14.6%
|
ICE Intercontinental Exchange | $133.97 +0.4% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +39.5%
|
XOM Exxon Mobil | $118.06 +1.6% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +170.7%
|
CARR Carrier Global | $64.92 +0.9% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +144.1%
|
OTIS Otis Worldwide | $95.52 +1.1% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +63.3%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +115.0%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +120.9%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +133.1%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +61.7%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +65.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +159.6%
|
TMO Thermo Fisher Scientific | $576.28 +0.5% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +81.6%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +149.2%
|
ECL Ecolab | $232.94 -0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +29.5%
|
DHR Danaher | $250.06 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +71.6%
|
BA Boeing | $181.32 +0.5% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +19.4%
|
BDX Becton, Dickinson and Company | $235.23 +0.7% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -4.9%
|
AMT American Tower | $186.20 +2.7% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -28.3%
|
ADBE Adobe | $482.72 -1.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +51.5%
|
WMB Williams Companies | $39.49 +0.4% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $79.71 +0.7% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +227.2%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +71.6%
|
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 | $411.56 +0.2% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +164.0%
|
ACN Accenture | $304.20 -2.5% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +77.5%
|
AMZN Amazon.com | $190.47 +1.3% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +94.8%
|
HD Home Depot | $345.86 +2.1% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +77.2%
|
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 | $39.49 +0.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +177.1%
|
WBA Walgreens Boots Alliance | $17.20 -0.2% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -62.8%
|
NGL NGL Energy Partners | $5.84 -1.5% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -32.2%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.68 +0.0% | Purchase $100,001 - $250,000 | 3/17/2020 | 2/27/2020 | -0.9%
|
BBBY Bed Bath & Beyond | $0.08
| Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -99.2%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +3.5%
|
EL Estée Lauder Companies | $131.54 +1.6% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -38.8%
|
ICE Intercontinental Exchange | $133.97 +0.4% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +38.3%
|
MDLZ Mondelez International | $70.03 -0.6% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +17.3%
|
NGL NGL Energy Partners | $5.84 -1.5% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -38.2%
|
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 | $6.03 -1.3% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -55.5%
|
FSK FS KKR Capital | $19.78 +2.0% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -21.8%
|
SLB Schlumberger | $48.27 +0.9% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +33.4%
|
NGL NGL Energy Partners | $5.84 -1.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -41.4%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +13.7%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -49.2%
|
DHR Danaher | $250.06 +0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +85.7%
|
COST Costco Wholesale | $778.20 +1.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +153.9%
|
AMZN Amazon.com | $190.47 +1.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +112.3%
|
ADBE Adobe | $482.72 -1.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +66.2%
|
ICLR ICON Public | $313.70 +0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +114.9%
|
LOW Lowe's Companies | $235.78 +1.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +109.9%
|
MDT Medtronic | $82.31 +0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -22.6%
|
ORLY O'Reilly Automotive | $1,031.90 +1.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +135.1%
|
TMO Thermo Fisher Scientific | $576.28 +0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +96.7%
|
V Visa | $276.97 -0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +53.8%
|
HON Honeywell International | $199.56 +0.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +10.8%
|
CVX Chevron | $164.37 +1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +40.3%
|
ACN Accenture | $304.20 -2.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +62.8%
|
BLK BlackRock | $787.50 +1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +76.5%
|
TXN Texas Instruments | $184.96 +0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +40.3%
|
UTX United Technologies | $103.94 +0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -24.0%
|
VFC V.F. | $12.64 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -86.2%
|
PG Procter & Gamble | $165.75 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +41.6%
|
MSFT Microsoft | $411.56 +0.2% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +190.6%
|
LMT Lockheed Martin | $467.68 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +21.8%
|
DGRO iShares Core Dividend Growth ETF | $57.45 +0.5% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +46.4%
|
INTC Intel | $30.04 +0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -43.3%
|
HD Home Depot | $345.86 +2.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +46.8%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +68.9%
|
DEO Diageo | $142.52 +1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -12.0%
|
CR Crane | $144.19 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +77.3%
|
CMCSA Comcast | $38.69 -0.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -15.4%
|
CL Colgate-Palmolive | $94.11 +0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +37.2%
|
KO Coca-Cola | $63.07 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +18.1%
|
CB Chubb | $252.29 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +62.4%
|
ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +61.4%
|
JPM JPMorgan Chase & Co. | $196.56 +0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +62.6%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -56.5%
|
FSK FS KKR Capital | $19.78 +2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -12.6%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -55.1%
|
NGL NGL Energy Partners | $5.84 -1.5% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -55.4%
|
OKE ONEOK | $79.71 +0.7% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +15.7%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -60.3%
|
CB Chubb | $252.29 +0.3% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +63.8%
|
KO Coca-Cola | $63.07 +0.4% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +18.5%
|
CL Colgate-Palmolive | $94.11 +0.7% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +33.6%
|
DHR Danaher | $250.06 +0.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +80.8%
|
EL Estée Lauder Companies | $131.54 +1.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -27.8%
|
XOM Exxon Mobil | $118.06 +1.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +68.5%
|
HON Honeywell International | $199.56 +0.8% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +22.5%
|
ICLR ICON Public | $313.70 +0.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +104.4%
|
INTC Intel | $30.04 +0.1% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -35.7%
|
PG Procter & Gamble | $165.75 +0.4% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +43.0%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -61.8%
|
FSK FS KKR Capital | $19.78 +2.0% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -18.9%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -61.7%
|
NGL NGL Energy Partners | $5.84 -1.5% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -60.2%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -62.2%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -61.9%
|
FSK FS KKR Capital | $19.78 +2.0% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -20.0%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -62.4%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -64.1%
|
FSK FS KKR Capital | $19.78 +2.0% | 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 | $6.03 -1.3% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |