MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 12/19/2024 | 12/18/2024 | -1.9%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $1,001 - $15,000 | 11/1/2024 | 11/1/2024 | +1.7%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $1,001 - $15,000 | 9/16/2024 | 9/16/2024 | +17.9%
|
MO Altria Group | $51.92 +1.5% | Sale $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | -4.0%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | +27.4%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/9/2024 | +5.7%
|
NVST Envista | $19.83 +3.3% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | +7.5%
|
NVDA NVIDIA | $137.71 +3.1% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +44.4%
|
AAPL Apple | $229.98 +0.8% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +27.2%
|
V Visa | $319.97 +0.9% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | +13.3%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +3.6%
|
COST Costco Wholesale | $943.19 +2.5% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +35.7%
|
CCI Crown Castle | $91.03 +0.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -21.6%
|
BABA Alibaba Group | $85.16 +3.3% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +10.2%
|
AMT American Tower | $190.51 +0.2% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -12.3%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.48 0.0% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +10.6%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +202.6%
|
T AT&T | $22.30 +1.2% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +36.8%
|
MPW Medical Properties Trust | $4.11 +2.8% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -24.7%
|
LOW Lowe's Companies | $261.39 +1.0% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +34.5%
|
BNS Bank of Nova Scotia | $50.86 -1.6% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +18.6%
|
AAPL Apple | $229.98 +0.8% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +32.2%
|
MSFT Microsoft | $429.03 +1.0% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +24.0%
|
ARCC Ares Capital | $23.18 +0.8% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +20.8%
|
WBD Warner Bros. Discovery | $9.52 +0.5% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -5.6%
|
CMG Chipotle Mexican Grill | $57.52 -1.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +48.1%
|
MCD McDonald's | $280.90 +0.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +7.1%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.48 0.0% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +21.4%
|
T AT&T | $22.30 +1.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +44.9%
|
SNOW Snowflake | $170.89 +1.9% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +17.7%
|
CCI Crown Castle | $91.03 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -2.1%
|
VZ Verizon Communications | $38.86 +1.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +10.6%
|
CMG Chipotle Mexican Grill | $57.52 -1.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +48.1%
|
ET Energy Transfer | $20.28 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +54.2%
|
WBD Warner Bros. Discovery | $9.52 +0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -4.2%
|
PG Procter & Gamble | $161.35 +0.5% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +7.5%
|
LMT Lockheed Martin | $490.60 +0.8% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +7.9%
|
BP BP | $31.70 -0.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -13.4%
|
ARCC Ares Capital | $23.18 +0.8% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +22.3%
|
WBD Warner Bros. Discovery | $9.52 +0.5% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -7.4%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +33.8%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +206.9%
|
AI C3.ai | $31.98 -1.0% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | +1.7%
|
AMLP Alerian MLP ETF | $51.71 +0.4% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +24.1%
|
AGAE Allied Gaming & Entertainment | $0.90 +2.3% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -10.9%
|
MA Mastercard | $525.22 +0.4% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +33.6%
|
WBD Warner Bros. Discovery | $9.52 +0.5% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -25.5%
|
KO Coca-Cola | $62.76 +0.8% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +2.9%
|
IBM International Business Machines | $224.73 +0.9% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +58.9%
|
DBRG DigitalBridge Group | $11.27 +0.4% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -26.9%
|
ARCC Ares Capital | $23.18 +0.8% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +19.8%
|
KD Kyndryl | $38.29 -0.1% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +189.6%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.48 0.0% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | +2.5%
|
CRM Salesforce | $324.77 +1.5% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +42.4%
|
ARCC Ares Capital | $23.18 +0.8% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +20.8%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +226.3%
|
DFS Discover Financial Services | $187.17 +1.2% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +59.6%
|
MDT Medtronic | $88.23 +1.2% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | 0.0%
|
LULU Lululemon Athletica | $373.70 +0.7% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -2.3%
|
AMT American Tower | $190.51 +0.2% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | -1.9%
|
VZ Verizon Communications | $38.86 +1.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | -0.1%
|
MCD McDonald's | $280.90 +0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +11.9%
|
DBRG DigitalBridge Group | $11.27 +0.4% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -44.9%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +769.5%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +53.3%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.48 0.0% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -7.3%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +419.2%
|
AAPL Apple | $229.98 +0.8% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +43.7%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +53.1%
|
MPW Medical Properties Trust | $4.11 +2.8% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -79.9%
|
QQQ Invesco QQQ | $521.74 +1.7% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +42.3%
|
BNS Bank of Nova Scotia | $50.86 -1.6% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -30.5%
|
D Dominion Energy | $55.34 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -31.4%
|
PG Procter & Gamble | $161.35 +0.5% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -0.4%
|
DTE DTE Energy | $123.69 +0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +4.2%
|
CARR Carrier Global | $69.74
| Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +42.9%
|
NEE NextEra Energy | $70.83 -0.8% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -14.2%
|
XLE Energy Select Sector SPDR Fund | $93.96 +0.8% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +45.1%
|
AEE Ameren | $94.31 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +7.6%
|
BNS Bank of Nova Scotia | $50.86 -1.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -31.0%
|
WES Western Midstream Partners | $41.50 +2.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +73.6%
|
TDC Teradata | $30.56 -1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -28.5%
|
OTIS Otis Worldwide | $94.76 +1.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +13.0%
|
MDLZ Mondelez International | $57.86 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -14.1%
|
KYN Kayne Anderson Energy Infrastructure Fund | $13.14 +1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +61.8%
|
JNJ Johnson & Johnson | $147.03 -0.5% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -12.0%
|
EPD Enterprise Products Partners | $33.60 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +39.2%
|
ET Energy Transfer | $20.28 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +109.1%
|
CMCSA Comcast | $36.58 +0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -27.1%
|
DTM DT Midstream | $112.55 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +117.9%
|
EIX Edison International | $62.72 +2.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -1.6%
|
TSM Taiwan Semiconductor Manufacturing | $211.52 -1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +79.1%
|
COST Costco Wholesale | $943.19 +2.5% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +79.1%
|
KR Kroger | $58.34 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +39.9%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.48 0.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -10.9%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.48 0.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -10.3%
|
AAPL Apple | $229.98 +0.8% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +54.4%
|
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +64.9%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +42.9%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +44.6%
|
AMZN Amazon.com | $225.94 +2.4% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +41.2%
|
QQQ Invesco QQQ | $521.74 +1.7% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +41.4%
|
QQQ Invesco QQQ | $521.74 +1.7% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +41.4%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +597.3%
|
KR Kroger | $58.34 -0.5% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +53.3%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.58 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -15.8%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.58 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -15.8%
|
BNS Bank of Nova Scotia | $50.86 -1.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -21.8%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.58 +0.2% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -15.8%
|
BABA Alibaba Group | $85.16 +3.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -59.5%
|
T AT&T | $22.30 +1.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -23.0%
|
MO Altria Group | $51.92 +1.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | +5.0%
|
CCI Crown Castle | $91.03 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -50.3%
|
AMZN Amazon.com | $225.94 +2.4% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +38.2%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +859.6%
|
CCI Crown Castle | $91.03 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -50.5%
|
CCI Crown Castle | $91.03 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -50.5%
|
CCI Crown Castle | $91.03 +0.4% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -50.5%
|
AMZN Amazon.com | $225.94 +2.4% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +36.4%
|
NVDA NVIDIA | $137.71 +3.1% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +859.6%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +70.3%
|
CCI Crown Castle | $91.03 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -51.5%
|
LOW Lowe's Companies | $261.39 +1.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +31.2%
|
ARCC Ares Capital | $23.18 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +19.2%
|
T AT&T | $22.30 +1.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -25.4%
|
AI C3.ai | $31.98 -1.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -48.5%
|
KO Coca-Cola | $62.76 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +16.2%
|
CRM Salesforce | $324.77 +1.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +40.9%
|
LOW Lowe's Companies | $261.39 +1.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +29.7%
|
AMT American Tower | $190.51 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -21.1%
|
TSM Taiwan Semiconductor Manufacturing | $211.52 -1.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +85.8%
|
LOW Lowe's Companies | $261.39 +1.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +47.0%
|
NIO NIO | $4.36 +4.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -92.5%
|
AMZN Amazon.com | $225.94 +2.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $225.94 +2.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $164.56 +1.9% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $9.39 -0.1% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -38.1%
|
REZI Resideo Technologies | $22.95 -0.3% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $225.94 +2.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $59.61 +1.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $152.83 +0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +118.3%
|
OXY Occidental Petroleum | $51.98 -0.6% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -27.0%
|
COST Costco Wholesale | $943.19 +2.5% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $148.25 +1.2% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $72.07 +1.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $232.71 +0.2% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $352.33 +0.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $0.45 -4.7% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $121.89 +0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $166.95 +0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +33.4%
|
AMZN Amazon.com | $225.94 +2.4% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $88.23 +1.2% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $73.35 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $81.19 -0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +13.3%
|
PPL PPL | $33.27 +0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $626.84 +2.3% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $225.94 +2.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $726.24 -4.1% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $525.22 +0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $164.56 +1.9% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $522.32 +0.6% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $222.58 0.0% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $146.29 -0.4% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $197.55 +1.6% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $113.45 -0.4% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $44.34 +2.5% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $84.67 +2.6% | 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 | $222.58 0.0% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +57.0%
|
WMT Walmart | $92.02 +0.8% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $84.67 +2.6% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $429.03 +1.0% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $121.89 +0.4% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $166.95 +0.4% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $95.13 +0.7% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $38.86 +1.4% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $319.97 +0.9% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $525.22 +0.4% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $147.03 -0.5% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $182.83 +1.7% | 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 | $38.86 +1.4% | 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 | $146.29 -0.4% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $161.35 +0.5% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $490.60 +0.8% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $612.77 +0.2% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $20.06 -0.5% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $203.61 -0.3% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $0.45 -4.7% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $197.55 +1.6% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $57.52 -1.4% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $43.58 +6.1% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $280.90 +0.4% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $171.14 +1.3% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $92.02 +0.8% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $33.46 +0.0% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $1,386.37 +3.7% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $38.86 +1.4% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $943.19 +2.5% | 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 | $18.32 +2.7% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $525.22 +0.4% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $429.03 +1.0% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $57.52 -1.4% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $81.19 -0.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $148.25 +1.2% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $38.86 +1.4% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $72.07 +1.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $97.01 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $17.20 +2.0% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $51.71 +0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $23.16 +1.5% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $52.72 +1.5% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $57.52 -1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $17.20 +2.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $87.97 +0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $33.27 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $81.19 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $187.21 +0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $943.19 +2.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN Talen Energy | $234.95 +0.3% | Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $161.54 +1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $187.87 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $52.72 +1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $187.87 +0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $171.14 +1.3% | 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 | $166.95 +0.4% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $147.03 -0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $166.95 +0.4% | 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 | $41.05 +0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $1,113.05 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $456.57 +4.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $52.72 +1.5% | 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 | $147.03 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $296.18 0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $317.11 +1.6% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $23.16 +1.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $20.06 -0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $23.16 +1.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $187.17 +1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $943.19 +2.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $197.55 +1.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $164.56 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $187.17 +1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $148.25 +1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $147.03 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $943.19 +2.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $52.72 +1.5% | 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 | $38.86 +1.4% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $943.19 +2.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $57.52 -1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +367.3%
|
CMG Chipotle Mexican Grill | $57.52 -1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +367.3%
|
CHKP Check Point Software Technologies | $187.87 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $52.72 +1.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $229.98 +0.8% | 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 | $197.55 +1.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $41.05 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $144.17 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $1,113.05 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $94.22 +0.0% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $121.11 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $198.36 +0.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $50.06 +1.0% | 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 | $32.53 +0.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $187.21 +0.8% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $147.57 +2.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $23.16 +1.5% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $44.34 +2.5% | 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 | $81.19 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $198.36 +0.9% | 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 | $121.89 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $592.69 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $224.73 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $24.12 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $171.14 +1.3% | 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 | $510.03 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $94.22 +0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $39.42 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $187.17 +1.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $305.60 +2.2% | 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 +1.5% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $59.64 +0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $18.32 +2.7% | 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 | $124.65 +1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $224.73 +0.9% | 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 | $229.98 +0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $237.57 +0.5% | 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 | $50.06 +1.0% | 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 | $198.36 +0.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $97.51 -3.0% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |