NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 11/1/2024 | 11/1/2024 | +7.7%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 9/16/2024 | 9/16/2024 | +24.9%
|
MO Altria Group | $55.98 +0.2% | Sale $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | +3.5%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | +35.0%
|
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/9/2024 | +2.4%
|
NVST Envista | $20.37 +0.5% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | +10.5%
|
NVDA NVIDIA | $145.89 -0.8% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +52.9%
|
AAPL Apple | $229.00 +0.3% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +26.7%
|
V Visa | $307.39 -1.4% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | +8.8%
|
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +0.3%
|
COST Costco Wholesale | $928.08 -0.2% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +33.6%
|
CCI Crown Castle | $104.38 -0.1% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -10.1%
|
BABA Alibaba Group | $86.77 -0.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +12.3%
|
AMT American Tower | $200.88 -0.1% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -7.5%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.20 -0.3% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +9.3%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +220.6%
|
T AT&T | $22.83 +0.4% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +40.1%
|
MPW Medical Properties Trust | $4.26 -1.6% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -22.0%
|
LOW Lowe's Companies | $263.03 +1.5% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +35.3%
|
BNS Bank of Nova Scotia | $56.30 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +31.3%
|
AAPL Apple | $229.00 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +31.6%
|
MSFT Microsoft | $415.49 -0.6% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +20.1%
|
ARCC Ares Capital | $21.79 -0.2% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +13.5%
|
WBD Warner Bros. Discovery | $9.95 +4.7% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -1.3%
|
CMG Chipotle Mexican Grill | $58.88 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +51.6%
|
MCD McDonald's | $290.89 +0.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +11.0%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.20 -0.3% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +20.0%
|
T AT&T | $22.83 +0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +48.3%
|
SNOW Snowflake | $129.12 -0.9% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -11.1%
|
CCI Crown Castle | $104.38 -0.1% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +12.3%
|
VZ Verizon Communications | $42.22 +0.7% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +20.2%
|
CMG Chipotle Mexican Grill | $58.88 +0.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +51.6%
|
ET Energy Transfer | $18.29 +1.8% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +39.1%
|
WBD Warner Bros. Discovery | $9.95 +4.7% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +0.1%
|
PG Procter & Gamble | $170.92 +0.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +13.9%
|
LMT Lockheed Martin | $534.89 +0.3% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +17.7%
|
BP BP | $29.08 -0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -20.5%
|
ARCC Ares Capital | $21.79 -0.2% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +14.9%
|
WBD Warner Bros. Discovery | $9.95 +4.7% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -3.2%
|
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +29.5%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +225.1%
|
AI C3.ai | $32.35 -1.9% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | +2.9%
|
AMLP Alerian MLP ETF | $48.49
| Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +16.3%
|
AGAE Allied Gaming & Entertainment | $1.08 +2.9% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | +6.9%
|
MA Mastercard | $512.54 -1.3% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +30.4%
|
WBD Warner Bros. Discovery | $9.95 +4.7% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -22.1%
|
KO Coca-Cola | $63.01 +0.7% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +3.3%
|
IBM International Business Machines | $214.61 +2.1% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +51.7%
|
DBRG DigitalBridge Group | $11.74 -4.9% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -23.8%
|
ARCC Ares Capital | $21.79 -0.2% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +12.6%
|
KD Kyndryl | $28.53 +1.7% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +115.8%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.20 -0.3% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | +1.3%
|
CRM Salesforce | $325.70 +0.7% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +42.8%
|
ARCC Ares Capital | $21.79 -0.2% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +13.5%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +245.6%
|
DFS Discover Financial Services | $172.80 +0.2% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +47.4%
|
MDT Medtronic | $84.11 -1.0% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -4.7%
|
LULU Lululemon Athletica | $308.31 +2.1% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -19.4%
|
AMT American Tower | $200.88 -0.1% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | +3.4%
|
VZ Verizon Communications | $42.22 +0.7% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +8.6%
|
MCD McDonald's | $290.89 +0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +15.9%
|
DBRG DigitalBridge Group | $11.74 -4.9% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -42.6%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +821.1%
|
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +48.5%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.20 -0.3% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -8.4%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +450.0%
|
AAPL Apple | $229.00 +0.3% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +43.1%
|
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +48.2%
|
MPW Medical Properties Trust | $4.26 -1.6% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -79.1%
|
QQQ Invesco QQQ | $503.17 -0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +37.2%
|
BNS Bank of Nova Scotia | $56.30 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -23.1%
|
D Dominion Energy | $57.80 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -28.3%
|
PG Procter & Gamble | $170.92 +0.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +5.5%
|
DTE DTE Energy | $122.17 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +2.9%
|
CARR Carrier Global | $74.50 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +52.7%
|
NEE NextEra Energy | $76.87 -0.3% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -6.9%
|
XLE Energy Select Sector SPDR Fund | $96.34 +1.0% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +48.7%
|
AEE Ameren | $92.24 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +5.3%
|
BNS Bank of Nova Scotia | $56.30 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -23.7%
|
WES Western Midstream Partners | $37.44 -1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +56.6%
|
TDC Teradata | $29.97 +1.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -29.9%
|
OTIS Otis Worldwide | $99.67 -0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +18.8%
|
MDLZ Mondelez International | $64.42 +0.9% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -4.4%
|
KYN Kayne Anderson Energy Infrastructure Fund | $13.16 +0.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +62.1%
|
JNJ Johnson & Johnson | $153.10 +0.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -8.4%
|
EPD Enterprise Products Partners | $31.79 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +31.7%
|
ET Energy Transfer | $18.29 +1.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +88.6%
|
CMCSA Comcast | $42.99 +1.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -14.3%
|
DTM DT Midstream | $102.73 -0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +98.9%
|
EIX Edison International | $86.12 +0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +35.1%
|
TSM Taiwan Semiconductor Manufacturing | $188.41 -0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +59.6%
|
COST Costco Wholesale | $928.08 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +76.2%
|
KR Kroger | $57.61 -0.8% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +38.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.20 -0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -12.0%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.20 -0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -11.4%
|
AAPL Apple | $229.00 +0.3% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +53.7%
|
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +53.0%
|
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +38.4%
|
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +40.0%
|
AMZN Amazon.com | $202.88 -0.8% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +26.8%
|
QQQ Invesco QQQ | $503.17 -0.1% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +36.4%
|
QQQ Invesco QQQ | $503.17 -0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +36.4%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +638.7%
|
KR Kroger | $57.61 -0.8% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +51.3%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.78 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -15.1%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.78 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -15.1%
|
BNS Bank of Nova Scotia | $56.30 +0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -13.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.78 -0.4% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -15.0%
|
BABA Alibaba Group | $86.77 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -58.8%
|
T AT&T | $22.83 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -21.2%
|
MO Altria Group | $55.98 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | +13.2%
|
CCI Crown Castle | $104.38 -0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -43.0%
|
AMZN Amazon.com | $202.88 -0.8% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +24.1%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +916.6%
|
CCI Crown Castle | $104.38 -0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -43.2%
|
CCI Crown Castle | $104.38 -0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -43.2%
|
CCI Crown Castle | $104.38 -0.1% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -43.2%
|
AMZN Amazon.com | $202.88 -0.8% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +22.5%
|
NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +916.6%
|
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +65.0%
|
CCI Crown Castle | $104.38 -0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -44.4%
|
LOW Lowe's Companies | $263.03 +1.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +32.0%
|
ARCC Ares Capital | $21.79 -0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +12.0%
|
T AT&T | $22.83 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -23.6%
|
AI C3.ai | $32.35 -1.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -47.9%
|
KO Coca-Cola | $63.01 +0.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +16.7%
|
CRM Salesforce | $325.70 +0.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +41.3%
|
LOW Lowe's Companies | $263.03 +1.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +30.5%
|
AMT American Tower | $200.88 -0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -16.8%
|
TSM Taiwan Semiconductor Manufacturing | $188.41 -0.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +65.5%
|
LOW Lowe's Companies | $263.03 +1.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +48.0%
|
NIO NIO | $4.65 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -91.9%
|
AMZN Amazon.com | $202.88 -0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $202.88 -0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $154.27 -6.3% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $7.84 +1.0% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -48.3%
|
REZI Resideo Technologies | $26.36 +0.9% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $202.88 -0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $55.25 -1.2% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $159.38 +0.9% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +127.7%
|
OXY Occidental Petroleum | $50.91 +0.8% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -28.5%
|
COST Costco Wholesale | $928.08 -0.2% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $158.74 +1.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $63.18 -2.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $228.00 -0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $357.04 +0.9% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $0.51 -19.0% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $119.74 +0.2% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $172.88 0.0% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +38.1%
|
AMZN Amazon.com | $202.88 -0.8% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $84.11 -1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $77.13 +2.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $86.87 -0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +21.2%
|
PPL PPL | $34.27 +0.4% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $581.93 +0.1% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $202.88 -0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $753.41 +3.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $512.54 -1.3% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $154.27 -6.3% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $549.45 +0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $226.67 -0.7% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $141.83 +0.8% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $177.33 -1.3% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $115.93 -1.0% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $46.31 -0.3% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $91.22 0.0% | Sale $1,001 - $15,000 | 2/26/2018 | 2/8/2018 | |
COL Rockwell Collins | $141.04
| Purchase $1,001 - $15,000 | 2/6/2018 | 2/5/2018 | |
HON Honeywell International | $226.67 -0.7% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +59.9%
|
WMT Walmart | $87.18 +0.7% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $91.22 0.0% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $415.49 -0.6% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $119.74 +0.2% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $172.88 0.0% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $98.26 -0.1% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $42.22 +0.7% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $307.39 -1.4% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $512.54 -1.3% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $153.10 +0.1% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $177.98 +0.2% | Sale $50,001 - $100,000 | 8/7/2017 | 7/10/2017 | |
ETP Energy Transfer Partners | $21.47
| Sale $15,001 - $50,000 | 8/7/2017 | 7/10/2017 | |
VZ Verizon Communications | $42.22 +0.7% | Purchase $1,001 - $15,000 | 6/28/2017 | 6/27/2017 | |
MIK Michaels Companies | $21.97
| Sale $1,001 - $15,000 | 4/26/2018 | 6/12/2017 | |
MIK Michaels Companies | $21.97
| Purchase $1,001 - $15,000 | 6/12/2017 | 6/6/2017 | |
AFSI AmTrust Financial Services | $14.75
| Sale $1,001 - $15,000 | 4/26/2018 | 5/31/2017 | |
PAYX Paychex | $141.83 +0.8% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $170.92 +0.1% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $534.89 +0.3% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $565.52 +0.8% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $17.56 +0.7% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $218.94 -0.2% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $0.51 -19.0% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $177.33 -1.3% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $58.88 +0.3% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $43.53 +1.0% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $290.89 +0.1% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $146.11 +0.4% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $87.18 +0.7% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $33.36 -0.3% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $1,237.96 +1.2% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $42.22 +0.7% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $928.08 -0.2% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/4/2016 | |
VSM Versum Materials | $52.99
| Exchange $1,001 - $15,000 | 5/10/2018 | 10/3/2016 | |
KEY KeyCorp | $19.02 +0.1% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $512.54 -1.3% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $415.49 -0.6% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $58.88 +0.3% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $86.87 -0.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $158.74 +1.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $42.22 +0.7% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $63.18 -2.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $89.91 +2.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $17.41 +0.8% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $48.49
| Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $27.00 -1.1% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $56.83 +1.9% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $58.88 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $17.41 +0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $94.01 +0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $34.27 +0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $86.87 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $185.38 +1.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $928.08 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN Talen Energy | $206.09 -4.0% | Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $161.30 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $176.83 +1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $56.83 +1.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $176.83 +1.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $146.11 +0.4% | Sale $1,001 - $15,000 | 5/18/2016 | 8/19/2015 | |
AGN Allergan | $193.02
| Purchase $15,001 - $50,000 | 5/18/2016 | 8/12/2015 | |
IWN iShares Russell 2000 Value ETF | $172.88 0.0% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $153.10 +0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $172.88 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
DOW DOW | $43.93 +0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $1,178.45 +0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $405.11 +1.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $56.83 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/27/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 7/22/2015 | |
JNJ Johnson & Johnson | $153.10 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $298.59 +0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $327.85 0.0% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $27.00 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $17.56 +0.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $27.00 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $172.80 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $928.08 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $177.33 -1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $154.27 -6.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $172.80 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $158.74 +1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $153.10 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $928.08 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $56.83 +1.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
VZ Verizon Communications | $42.22 +0.7% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $928.08 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $58.88 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +378.3%
|
CMG Chipotle Mexican Grill | $58.88 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +378.3%
|
CHKP Check Point Software Technologies | $176.83 +1.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $56.83 +1.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $229.00 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/24/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/17/2015 | |
GOOG Alphabet | $177.33 -1.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $43.93 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $124.74 +2.1% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $1,178.45 +0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $93.54 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $118.96 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $203.95 -0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $52.28 -0.8% | Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ESRX Express Scripts | $92.33
| Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ACT Enact | $33.86 -0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $185.38 +1.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $128.57 +2.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $27.00 -1.1% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $46.31 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
LPT Liberty Property Trust | $61.95
| Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
NSRGY Nestlé | $86.87 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $203.95 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
SUSQ Susquehanna Bancshares | | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
TJX TJX Companies | $119.74 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $621.29 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $214.61 +2.1% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $22.26 -1.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $146.11 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
AFSI AmTrust Financial Services | $14.75
| Purchase $1,001 - $15,000 | 5/14/2015 | 1/21/2014 | |
UNH UnitedHealth Group | $600.50 +4.1% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $93.54 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $38.73 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $172.80 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $304.01 +1.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 8/16/2013 | |
SAPE SAPE | | Sale $1,001 - $15,000 | 5/14/2015 | 8/9/2013 | |
BCE BCE | $27.00 -1.1% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $63.80 +1.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $19.02 +0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/10/2013 | |
WLL Whiting Petroleum | $68.03
| Purchase $1,001 - $15,000 | 5/14/2015 | 5/2/2013 | |
EMR Emerson Electric | $129.10 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $214.61 +2.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
AAPL Apple | $229.00 +0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $222.41 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/16/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
BHP BHP Group | $52.28 -0.8% | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
WCRX (WCRX) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/8/2013 | |
PNC The PNC Financial Services Group | $203.95 -0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $95.30 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |