EZU iShares MSCI Eurozone ETF | $47.13 +0.3% | Purchase $100,001 - $250,000 | 12/19/2024 | 11/27/2024 | -0.4%
|
IEMG iShares Core MSCI Emerging Markets ETF | $52.68 +0.3% | Purchase $1,001 - $15,000 | 12/19/2024 | 11/27/2024 | -2.6%
|
IEFA iShares Core MSCI EAFE ETF | $69.87 -0.3% | Purchase $100,001 - $250,000 | 12/19/2024 | 11/27/2024 | -3.8%
|
HIYS Invesco High Yield Select ETF | $25.57 +0.2% | Purchase $250,001 - $500,000 | 12/3/2024 | 10/29/2024 | -0.2%
|
TJX TJX Companies | $122.00 +0.7% | Purchase $15,001 - $50,000 | 9/19/2024 | 8/20/2024 | +7.7%
|
IQV IQVIA | $197.27 +3.0% | Purchase $15,001 - $50,000 | 9/19/2024 | 8/20/2024 | -20.1%
|
EW Edwards Lifesciences | $74.81 +1.2% | Sale (Partial) $15,001 - $50,000 | 9/19/2024 | 8/20/2024 | +7.9%
|
SBUX Starbucks | $87.97 -0.9% | Sale (Partial) $15,001 - $50,000 | 9/19/2024 | 8/20/2024 | -5.4%
|
LRN Stride | $105.21 -0.8% | Purchase $1,001 - $15,000 | 11/8/2024 | 7/30/2024 | +38.4%
|
IWB iShares Russell 1000 ETF | $324.95 +1.1% | Sale (Partial) $500,001 - $1,000,000 | 7/12/2024 | 6/13/2024 | +9.9%
|
PH Parker-Hannifin | $647.20 +1.2% | Purchase $15,001 - $50,000 | 7/12/2024 | 6/12/2024 | +21.4%
|
CMCSA Comcast | $38.22 +2.2% | Sale (Partial) $15,001 - $50,000 | 7/12/2024 | 6/12/2024 | +1.0%
|
NKE NIKE | $76.94 -0.2% | Sale (Partial) $15,001 - $50,000 | 7/12/2024 | 6/12/2024 | -17.9%
|
IWB iShares Russell 1000 ETF | $324.95 +1.1% | Sale (Partial) $50,001 - $100,000 | 7/12/2024 | 6/12/2024 | +10.0%
|
IWB iShares Russell 1000 ETF | $324.95 +1.1% | Sale (Partial) $100,001 - $250,000 | 6/7/2024 | 5/8/2024 | +14.3%
|
ZTS Zoetis | $164.84 +0.8% | Sale (Partial) $1,001 - $15,000 | 5/1/2024 | 4/3/2024 | +1.2%
|
ZTS Zoetis | $164.84 +0.8% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | -15.0%
|
GS The Goldman Sachs Group | $566.10 +2.2% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +47.8%
|
OLLI Ollie's Bargain Outlet | $117.91 +0.2% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +66.6%
|
SFM Sprouts Farmers Market | $131.70 -2.2% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +168.7%
|
CYBR CyberArk Software | $319.15 +1.3% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +50.8%
|
FRPT Freshpet | $143.71 +1.6% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +71.5%
|
BMI Badger Meter | $217.72 -0.3% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +42.0%
|
AXON Axon Enterprise | $631.69 +2.6% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +157.9%
|
ELF e.l.f. Beauty | $128.66 -0.3% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | -6.3%
|
ETN Eaton | $338.12 +0.7% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +44.2%
|
META Meta Platforms | $585.25 -1.7% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +69.0%
|
AMAT Applied Materials | $163.59 +1.3% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +6.0%
|
LRCX Lam Research | $71.79 +0.8% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | -4.2%
|
AMD Advanced Micro Devices | $119.21 +0.3% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | -14.0%
|
AAPL Apple | $254.49 +1.9% | Purchase $50,001 - $100,000 | 1/26/2024 | 1/2/2024 | +37.1%
|
ADBE Adobe | $447.17 +2.2% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | -22.9%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +179.6%
|
PYPL PayPal | $87.13 +0.4% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +40.9%
|
CELH Celsius | $27.01 -3.3% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -46.0%
|
FN Fabrinet | $221.26 -0.7% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +15.3%
|
INST Instructure | $23.60
| Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -15.2%
|
CTVA Corteva | $57.48 +2.4% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +21.1%
|
FCFS FirstCash | $102.83 -0.1% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -6.5%
|
EXLS ExlService | $44.70 -0.3% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +44.6%
|
HUBB Hubbell | $426.80 +0.5% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +31.0%
|
SHOP Shopify | $108.95 +1.8% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +41.8%
|
PODD Insulet | $266.57 +3.9% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +23.3%
|
VLTO Veralto | $104.25 +2.9% | Sale (Partial) $1,001 - $15,000 | 12/28/2023 | 12/5/2023 | +38.0%
|
STZ Constellation Brands | $227.63 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -8.3%
|
HON Honeywell International | $228.32 +0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +26.0%
|
SBUX Starbucks | $87.97 -0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -1.7%
|
UNP Union Pacific | $226.32 +1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +11.1%
|
V Visa | $317.71 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +38.8%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +209.5%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Purchase $15,001 - $50,000 | 11/1/2023 | 10/3/2023 | +4.9%
|
ZTS Zoetis | $164.84 +0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -3.2%
|
AMAT Applied Materials | $163.59 +1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +19.7%
|
CMCSA Comcast | $38.22 +2.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -12.0%
|
PEP PepsiCo | $152.79 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -8.9%
|
PG Procter & Gamble | $168.06 -0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +15.5%
|
SHW Sherwin-Williams | $345.47 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +38.9%
|
COP ConocoPhillips | $95.12 -0.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -19.1%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -1.8%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +68.8%
|
RTX RTX | $116.48 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +65.0%
|
MA Mastercard | $528.03 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +35.0%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +18.8%
|
CRM Salesforce | $343.65 +2.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +71.9%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +32.1%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +80.3%
|
ABT Abbott Laboratories | $114.23 +1.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +19.3%
|
SPGI S&P Global | $491.81 +1.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +38.0%
|
AZO AutoZone | $3,253.47 +1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +31.5%
|
GS The Goldman Sachs Group | $566.10 +2.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +84.9%
|
LRCX Lam Research | $71.79 +0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +16.1%
|
GOOGL Alphabet | $191.41 +1.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +44.5%
|
AMD Advanced Micro Devices | $119.21 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +19.1%
|
HLT Hilton Worldwide | $249.42 +1.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +69.9%
|
META Meta Platforms | $585.25 -1.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +94.5%
|
FI Fiserv | $206.05 +1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +85.5%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +66.5%
|
ICE Intercontinental Exchange | $150.31 +1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +39.7%
|
ADBE Adobe | $447.17 +2.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -11.8%
|
BSX Boston Scientific | $88.95 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +72.6%
|
ELV Elevance Health | $365.96 -0.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -15.6%
|
BLK BlackRock | $1,028.69 +1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +64.5%
|
AAPL Apple | $254.49 +1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +47.6%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +30.8%
|
EW Edwards Lifesciences | $74.81 +1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +7.5%
|
AXP American Express | $298.65 +1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +105.9%
|
PANW Palo Alto Networks | $186.78 -1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +61.2%
|
DE Deere & Company | $432.49 +1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +16.0%
|
NKE NIKE | $76.94 -0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -19.1%
|
KO Coca-Cola | $62.55 +0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +14.0%
|
CVX Chevron | $142.85 +1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -14.4%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +34.4%
|
CSX CSX | $31.85 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +3.5%
|
CMG Chipotle Mexican Grill | $61.87 +0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +68.4%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +39.3%
|
LLY Eli Lilly and Company | $767.76 +1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +46.2%
|
CAT Caterpillar | $366.04 +1.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +36.1%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/18/2023 | +69.5%
|
VLO Valero Energy | $118.59 -0.3% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | -18.5%
|
AMAT Applied Materials | $163.59 +1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +13.1%
|
ADBE Adobe | $447.17 +2.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -19.2%
|
COP ConocoPhillips | $95.12 -0.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -22.2%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +4.2%
|
CSX CSX | $31.85 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +4.4%
|
BLK BlackRock | $1,028.69 +1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +47.5%
|
CAT Caterpillar | $366.04 +1.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +32.6%
|
SHW Sherwin-Williams | $345.47 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +28.7%
|
ZTS Zoetis | $164.84 +0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -9.4%
|
TXN Texas Instruments | $186.87 +1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +13.7%
|
CMG Chipotle Mexican Grill | $61.87 +0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +60.0%
|
ELV Elevance Health | $365.96 -0.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -17.4%
|
AAPL Apple | $254.49 +1.9% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +46.1%
|
SBUX Starbucks | $87.97 -0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -9.2%
|
AMD Advanced Micro Devices | $119.21 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +10.7%
|
CMCSA Comcast | $38.22 +2.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -15.4%
|
ABT Abbott Laboratories | $114.23 +1.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +11.2%
|
AZO AutoZone | $3,253.47 +1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +28.5%
|
KO Coca-Cola | $62.55 +0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +7.0%
|
UNP Union Pacific | $226.32 +1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +6.7%
|
TMUS T-Mobile US | $220.31 +1.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +55.7%
|
HON Honeywell International | $228.32 +0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +19.2%
|
PANW Palo Alto Networks | $186.78 -1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +51.7%
|
GOOGL Alphabet | $191.41 +1.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +40.0%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +27.0%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +23.2%
|
SPGI S&P Global | $491.81 +1.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +26.2%
|
BSX Boston Scientific | $88.95 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +67.2%
|
GS The Goldman Sachs Group | $566.10 +2.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +69.0%
|
HLT Hilton Worldwide | $249.42 +1.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +62.6%
|
AXP American Express | $298.65 +1.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +87.7%
|
KLAC KLA | $629.37 +1.2% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +30.1%
|
HD Home Depot | $392.60 +2.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +20.5%
|
CVX Chevron | $142.85 +1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -14.1%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +55.3%
|
DHR Danaher | $228.55 +1.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -9.5%
|
LLY Eli Lilly and Company | $767.76 +1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +28.2%
|
EW Edwards Lifesciences | $74.81 +1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +2.2%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +29.9%
|
ICE Intercontinental Exchange | $150.31 +1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +28.7%
|
FI Fiserv | $206.05 +1.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +69.9%
|
META Meta Platforms | $585.25 -1.7% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +91.8%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +62.3%
|
PEP PepsiCo | $152.79 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -15.0%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +196.1%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +2.6%
|
V Visa | $317.71 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +28.2%
|
PG Procter & Gamble | $168.06 -0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +9.8%
|
STZ Constellation Brands | $227.63 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -12.5%
|
DE Deere & Company | $432.49 +1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +7.5%
|
CRM Salesforce | $343.65 +2.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +57.0%
|
LRCX Lam Research | $71.79 +0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +9.0%
|
MA Mastercard | $528.03 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +26.8%
|
RTX RTX | $116.48 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +54.2%
|
NKE NIKE | $76.94 -0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -20.0%
|