MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 12/19/2024 | 12/18/2024 | -0.2%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 11/1/2024 | 11/1/2024 | -0.5%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 9/16/2024 | 9/16/2024 | +15.3%
|
MO Altria Group | $53.84 +1.6% | Sale $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | -0.4%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | +24.6%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/9/2024 | +7.6%
|
NVST Envista | $18.70 +3.7% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | +1.4%
|
NVDA NVIDIA | $134.70 +3.1% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +41.2%
|
AAPL Apple | $254.49 +1.9% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +40.8%
|
V Visa | $317.71 +0.9% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | +12.5%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +5.4%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +37.3%
|
CCI Crown Castle | $90.66 -0.1% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -21.9%
|
BABA Alibaba Group | $82.28 -2.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +6.5%
|
AMT American Tower | $183.73 +2.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -15.4%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.58 +2.1% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +6.4%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +196.0%
|
T AT&T | $22.75 +0.8% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +39.6%
|
MPW Medical Properties Trust | $3.86 +2.7% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -29.3%
|
LOW Lowe's Companies | $247.72 +1.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +27.4%
|
BNS Bank of Nova Scotia | $53.61 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +25.1%
|
AAPL Apple | $254.49 +1.9% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +46.3%
|
MSFT Microsoft | $436.60 -0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +26.2%
|
ARCC Ares Capital | $21.38 +1.2% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +11.4%
|
WBD Warner Bros. Discovery | $10.69 +1.9% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | +6.1%
|
CMG Chipotle Mexican Grill | $61.87 +0.2% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +59.3%
|
MCD McDonald's | $292.68 +0.8% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +11.6%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.58 +2.1% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +16.8%
|
T AT&T | $22.75 +0.8% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +47.8%
|
SNOW Snowflake | $166.29 +1.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +14.5%
|
CCI Crown Castle | $90.66 -0.1% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -2.5%
|
VZ Verizon Communications | $39.93 -0.1% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +13.7%
|
CMG Chipotle Mexican Grill | $61.87 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +59.3%
|
ET Energy Transfer | $18.86 +3.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +43.4%
|
WBD Warner Bros. Discovery | $10.69 +1.9% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +7.5%
|
PG Procter & Gamble | $168.06 -0.7% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +12.0%
|
LMT Lockheed Martin | $489.02 +2.0% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +7.6%
|
BP BP | $28.60 +0.7% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -21.8%
|
ARCC Ares Capital | $21.38 +1.2% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +12.8%
|
WBD Warner Bros. Discovery | $10.69 +1.9% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | +4.0%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +36.1%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +200.2%
|
AI C3.ai | $36.34 +2.5% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | +15.6%
|
AMLP Alerian MLP ETF | $47.55 +0.8% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +14.1%
|
AGAE Allied Gaming & Entertainment | $0.73 +2.9% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -27.7%
|
MA Mastercard | $528.03 +0.9% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +34.3%
|
WBD Warner Bros. Discovery | $10.69 +1.9% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -16.4%
|
KO Coca-Cola | $62.55 +0.2% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +2.6%
|
IBM International Business Machines | $223.36 -0.3% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +57.9%
|
DBRG DigitalBridge Group | $11.05 -1.0% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -28.3%
|
ARCC Ares Capital | $21.38 +1.2% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +10.5%
|
KD Kyndryl | $34.51 +1.0% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +161.0%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.58 +2.1% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -1.4%
|
CRM Salesforce | $343.65 +2.2% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +50.7%
|
ARCC Ares Capital | $21.38 +1.2% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +11.4%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +219.1%
|
DFS Discover Financial Services | $173.16 +2.3% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +47.7%
|
MDT Medtronic | $81.03 +1.3% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -8.2%
|
LULU Lululemon Athletica | $379.42 +1.6% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -0.8%
|
AMT American Tower | $183.73 +2.4% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | -5.4%
|
VZ Verizon Communications | $39.93 -0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +2.7%
|
MCD McDonald's | $292.68 +0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +16.6%
|
DBRG DigitalBridge Group | $11.05 -1.0% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -45.9%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +750.5%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +56.0%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.58 +2.1% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -10.9%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +407.8%
|
AAPL Apple | $254.49 +1.9% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +59.0%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +55.8%
|
MPW Medical Properties Trust | $3.86 +2.7% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -81.1%
|
QQQ Invesco QQQ | $518.66 +0.9% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +41.4%
|
BNS Bank of Nova Scotia | $53.61 +0.4% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -26.7%
|
D Dominion Energy | $53.66 +1.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -33.5%
|
DTE DTE Energy | $120.18 +1.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +1.3%
|
CARR Carrier Global | $68.49 +2.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +40.4%
|
NEE NextEra Energy | $71.67 +2.7% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -13.2%
|
PG Procter & Gamble | $168.06 -0.7% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +3.7%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -13.5%
|
EPD Enterprise Products Partners | $30.99 +1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +28.4%
|
ET Energy Transfer | $18.86 +3.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +94.4%
|
CMCSA Comcast | $38.22 +2.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -23.8%
|
DTM DT Midstream | $100.91 +3.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +95.4%
|
EIX Edison International | $79.52 +2.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +24.7%
|
XLE Energy Select Sector SPDR Fund | $84.14 +1.0% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +29.9%
|
AEE Ameren | $89.29 +0.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +1.9%
|
BNS Bank of Nova Scotia | $53.61 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -27.3%
|
WES Western Midstream Partners | $38.36 +0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +60.4%
|
TDC Teradata | $32.23
| Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -24.6%
|
OTIS Otis Worldwide | $93.56 +0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +11.5%
|
MDLZ Mondelez International | $59.39 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -11.8%
|
KYN Kayne Anderson Energy Infrastructure Fund | $12.14 +2.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +49.5%
|
TSM Taiwan Semiconductor Manufacturing | $197.21 +1.3% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +67.0%
|
COST Costco Wholesale | $954.07 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +81.1%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.58 +2.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -14.3%
|
KR Kroger | $61.85 +1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +48.3%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.58 +2.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -13.8%
|
AAPL Apple | $254.49 +1.9% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +70.8%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +51.0%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +45.4%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +47.1%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +40.5%
|
QQQ Invesco QQQ | $518.66 +0.9% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +40.6%
|
QQQ Invesco QQQ | $518.66 +0.9% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +40.6%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +582.0%
|
KR Kroger | $61.85 +1.5% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +62.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.37 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -16.7%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.37 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -16.7%
|
BNS Bank of Nova Scotia | $53.61 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -17.6%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.37 +0.6% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -16.6%
|
BABA Alibaba Group | $82.28 -2.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -60.9%
|
T AT&T | $22.75 +0.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -21.4%
|
MO Altria Group | $53.84 +1.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | +8.9%
|
CCI Crown Castle | $90.66 -0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -50.5%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +37.5%
|
CCI Crown Castle | $90.66 -0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -50.7%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +838.6%
|
CCI Crown Castle | $90.66 -0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -50.7%
|
CCI Crown Castle | $90.66 -0.1% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -50.7%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +35.8%
|
NVDA NVIDIA | $134.70 +3.1% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +838.6%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +73.4%
|
CCI Crown Castle | $90.66 -0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -51.7%
|
LOW Lowe's Companies | $247.72 +1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +24.4%
|
ARCC Ares Capital | $21.38 +1.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +9.9%
|
T AT&T | $22.75 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -23.9%
|
AI C3.ai | $36.34 +2.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -41.5%
|
KO Coca-Cola | $62.55 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +15.8%
|
CRM Salesforce | $343.65 +2.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +49.1%
|
LOW Lowe's Companies | $247.72 +1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +22.9%
|
AMT American Tower | $183.73 +2.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -23.9%
|
TSM Taiwan Semiconductor Manufacturing | $197.21 +1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +73.2%
|
LOW Lowe's Companies | $247.72 +1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +39.3%
|
NIO NIO | $4.54 +3.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -92.1%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $152.89 +1.7% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $9.01 -1.0% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -40.6%
|
REZI Resideo Technologies | $24.51 +0.5% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $59.40 +2.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $133.38 +1.3% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +90.5%
|
OXY Occidental Petroleum | $47.13 +3.9% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -33.8%
|
COST Costco Wholesale | $954.07 -0.1% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $152.79 +0.9% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $72.94 +5.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $238.53 +0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
TJX TJX Companies | $122.00 +0.7% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $0.38 -4.0% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $164.11 +0.9% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +31.1%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $81.03 +1.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $78.86 +0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $82.34 +0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +14.9%
|
PPL PPL | $32.43 +1.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $566.10 +2.2% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $767.76 +1.3% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $528.03 +0.9% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $152.89 +1.7% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $525.40 +0.7% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $228.32 +0.6% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $139.54 +1.3% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $192.96 +1.7% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $114.23 +1.6% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $42.93 +1.6% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $88.95 +0.7% | 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 | $228.32 +0.6% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +61.0%
|
WMT Walmart | $92.24 -1.2% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $88.95 +0.7% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $436.60 -0.1% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $122.00 +0.7% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $164.11 +0.9% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $87.97 -0.9% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $39.93 -0.1% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
MA Mastercard | $528.03 +0.9% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
V Visa | $317.71 +0.9% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $144.47 +0.6% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
ETP Energy Transfer Partners | $21.47
| Sale $15,001 - $50,000 | 8/7/2017 | 7/10/2017 | |
GE General Electric | $168.37 +2.2% | Sale $50,001 - $100,000 | 8/7/2017 | 7/10/2017 | |
VZ Verizon Communications | $39.93 -0.1% | 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 | $139.54 +1.3% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
META Meta Platforms | $585.25 -1.7% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $489.02 +2.0% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PG Procter & Gamble | $168.06 -0.7% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
SBAC SBA Communications | $203.57 +2.7% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
PAA Plains All American Pipeline | $16.94 -0.2% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $0.38 -4.0% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $192.96 +1.7% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $61.87 +0.2% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $36.83 -0.2% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
BA Boeing | $177.35 +0.2% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $292.68 +0.8% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $92.24 -1.2% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $33.60 +0.5% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $1,202.59 -1.6% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $39.93 -0.1% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $954.07 -0.1% | 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 | $17.09 +1.7% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $528.03 +0.9% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $436.60 -0.1% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $61.87 +0.2% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $82.34 +0.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $152.79 +0.9% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $39.93 -0.1% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $72.94 +5.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $84.98 +1.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $17.33 +3.3% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $47.55 +0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $23.16 +0.2% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $44.36 +1.3% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $61.87 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $17.33 +3.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $91.28 +1.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $32.43 +1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
AMG Affiliated Managers Group | $182.53 +1.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
NSRGY Nestlé | $82.34 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN Talen Energy | $197.11 +0.6% | Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $142.85 +1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CVS CVS Health | $44.36 +1.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $188.05 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $188.05 +0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $177.35 +0.2% | 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 | $164.11 +0.9% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $164.11 +0.9% | 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 | |
GWW W.W. Grainger | $1,092.96 +1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $432.49 +1.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $44.36 +1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/27/2015 | |
DOW DOW | $39.94 +2.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 7/22/2015 | |
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $294.02 +0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $294.99 +0.6% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $23.16 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $16.94 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $23.16 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $173.16 +2.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $192.96 +1.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $152.89 +1.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $173.16 +2.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
PEP PepsiCo | $152.79 +0.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $954.07 -0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $44.36 +1.3% | 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 | $39.93 -0.1% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $61.87 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +402.6%
|
CMG Chipotle Mexican Grill | $61.87 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +402.6%
|
CHKP Check Point Software Technologies | $188.05 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $44.36 +1.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $254.49 +1.9% | 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 | $192.96 +1.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $39.94 +2.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $134.26 +2.2% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $1,092.96 +1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $94.78 +1.7% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $116.48 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $192.76 +1.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $49.20 +0.5% | 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 | |
SUSQ Susquehanna Bancshares | | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
TJX TJX Companies | $122.00 +0.7% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
ACT Enact | $32.72 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $182.53 +1.7% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $134.51 +1.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $23.16 +0.2% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $42.93 +1.6% | 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 | $82.34 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $192.76 +1.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $579.74 +0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $223.36 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $24.53 +2.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $177.35 +0.2% | 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 | $500.13 +2.2% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $94.78 +1.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $37.02 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $173.16 +2.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $301.47 +0.5% | 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 | $23.16 +0.2% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $63.61 -0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $17.09 +1.7% | 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 | $124.09 +1.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $223.36 -0.3% | 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 | $254.49 +1.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $227.68 +1.7% | Sale $1,001 - $15,000 | 5/14/2015 | 4/16/2013 | |
BHP BHP Group | $49.20 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
WFT Weatherford International | | 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 | $192.76 +1.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $98.20 +2.9% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |