AAPL Apple | $183.39 +0.4% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +1.5%
|
V Visa | $277.73 +0.2% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -1.7%
|
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | -0.7%
|
COST Costco Wholesale | $771.95 +1.1% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +11.1%
|
CCI Crown Castle | $98.82 +1.6% | Sale $1,001 - $15,000 | 12/28/2023 | 12/28/2023 | -14.9%
|
BABA Alibaba Group | $79.08 +0.8% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +2.3%
|
AMT American Tower | $184.63 +1.8% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -15.0%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.45 +0.4% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +5.7%
|
NVDA NVIDIA | $891.32 -1.4% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +95.9%
|
T AT&T | $17.12 +0.1% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +5.1%
|
MPW Medical Properties Trust | $4.44 -0.4% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -18.7%
|
LOW Lowe's Companies | $235.32 +1.4% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +21.1%
|
BNS Bank of Nova Scotia | $48.03 +0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +12.0%
|
AAPL Apple | $183.39 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +5.4%
|
MSFT Microsoft | $410.95 +0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +18.7%
|
ARCC Ares Capital | $20.82 +0.2% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +8.5%
|
WBD Warner Bros. Discovery | $7.99 +2.4% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -20.7%
|
CMG Chipotle Mexican Grill | $3,181.66 0.0% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +63.8%
|
MCD McDonald's | $267.88 -0.2% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +2.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.45 +0.4% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +16.1%
|
T AT&T | $17.12 +0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +11.2%
|
SNOW Snowflake | $157.19 -0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +8.3%
|
CCI Crown Castle | $98.82 +1.6% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +6.3%
|
VZ Verizon Communications | $39.56 +0.2% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +12.6%
|
CMG Chipotle Mexican Grill | $3,181.66 0.0% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +63.8%
|
ET Energy Transfer | $16.17 -0.5% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +23.0%
|
WBD Warner Bros. Discovery | $7.99 +2.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -19.6%
|
PG Procter & Gamble | $165.66 +0.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +10.4%
|
LMT Lockheed Martin | $466.53 +0.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +2.6%
|
BP BP | $37.87 +0.9% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +3.5%
|
ARCC Ares Capital | $20.82 +0.2% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +9.8%
|
WBD Warner Bros. Discovery | $7.99 +2.4% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -22.3%
|
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +28.1%
|
NVDA NVIDIA | $891.32 -1.4% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +98.6%
|
AI C3.ai | $24.26 -0.7% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -22.8%
|
AMLP Alerian MLP ETF | $46.97 +0.0% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +12.7%
|
AGAE Allied Gaming & Entertainment | $0.83 +0.5% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -18.3%
|
MA Mastercard | $454.95 +0.0% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +15.7%
|
WBD Warner Bros. Discovery | $7.99 +2.4% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -37.5%
|
KO Coca-Cola | $62.90 +0.1% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +3.2%
|
IBM International Business Machines | $166.55 -1.0% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +17.7%
|
DBRG DigitalBridge Group | $15.04 +1.8% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -2.4%
|
ARCC Ares Capital | $20.82 +0.2% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +7.6%
|
KD Kyndryl | $25.80 -2.8% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +95.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.45 +0.4% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -2.0%
|
CRM Salesforce | $273.63 -1.9% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +20.0%
|
ARCC Ares Capital | $20.82 +0.2% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +8.5%
|
NVDA NVIDIA | $891.32 -1.4% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +111.2%
|
DFS Discover Financial Services | $124.21 +0.5% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +5.9%
|
MDT Medtronic | $82.07 +0.6% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -7.0%
|
LULU Lululemon Athletica | $349.41 +1.1% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -8.7%
|
AMT American Tower | $184.63 +1.8% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | -5.0%
|
VZ Verizon Communications | $39.56 +0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +1.7%
|
MCD McDonald's | $267.88 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +6.7%
|
DBRG DigitalBridge Group | $15.04 +1.8% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -26.4%
|
NVDA NVIDIA | $891.32 -1.4% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +462.8%
|
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +46.9%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.45 +0.4% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -11.4%
|
NVDA NVIDIA | $891.32 -1.4% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +236.0%
|
AAPL Apple | $183.39 +0.4% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +14.6%
|
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +46.6%
|
MPW Medical Properties Trust | $4.44 -0.4% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -78.3%
|
QQQ Invesco QQQ | $439.78 -0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +19.9%
|
BNS Bank of Nova Scotia | $48.03 +0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -34.4%
|
D Dominion Energy | $52.39 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -35.0%
|
PG Procter & Gamble | $165.66 +0.4% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +2.3%
|
DTE DTE Energy | $114.75 +0.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | -3.3%
|
CARR Carrier Global | $64.63 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +32.5%
|
NEE NextEra Energy | $72.89 +0.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -11.7%
|
XLE Energy Select Sector SPDR Fund | $93.77 +0.7% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +44.8%
|
AEE Ameren | $74.29 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -15.2%
|
BNS Bank of Nova Scotia | $48.03 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -34.9%
|
WES Western Midstream Partners | $36.16 +1.9% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +51.2%
|
TDC Teradata | $32.66 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -23.6%
|
OTIS Otis Worldwide | $95.43 +1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +13.8%
|
MDLZ Mondelez International | $70.47 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +4.6%
|
KYN Kayne Anderson Energy Infrastructure Fund | $9.91 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +22.0%
|
JNJ Johnson & Johnson | $149.82 +0.6% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -10.3%
|
EPD Enterprise Products Partners | $28.54 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +18.3%
|
ET Energy Transfer | $16.17 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +66.7%
|
CMCSA Comcast | $38.92 -0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -22.4%
|
DTM DT Midstream | $64.49 +0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +24.9%
|
EIX Edison International | $73.69 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +15.6%
|
TSM Taiwan Semiconductor Manufacturing | $141.56 -1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +19.9%
|
COST Costco Wholesale | $771.95 +1.1% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +46.6%
|
KR Kroger | $55.19 -0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +32.4%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.45 +0.4% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -14.8%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.45 +0.4% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -14.2%
|
AAPL Apple | $183.39 +0.4% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +23.1%
|
JPM JPMorgan Chase & Co. | $196.89 +0.6% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +25.1%
|
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +36.9%
|
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +38.5%
|
AMZN Amazon.com | $188.54 +0.3% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +17.8%
|
QQQ Invesco QQQ | $439.78 -0.1% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +19.2%
|
QQQ Invesco QQQ | $439.78 -0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +19.2%
|
NVDA NVIDIA | $891.32 -1.4% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +351.3%
|
KR Kroger | $55.19 -0.3% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +45.0%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.70 +0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -19.3%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.70 +0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -19.3%
|
BNS Bank of Nova Scotia | $48.03 +0.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -26.2%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.70 +0.1% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -19.2%
|
BABA Alibaba Group | $79.08 +0.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -62.4%
|
T AT&T | $17.12 +0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -40.9%
|
MO Altria Group | $44.51 +0.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -10.0%
|
CCI Crown Castle | $98.82 +1.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -46.1%
|
AMZN Amazon.com | $188.54 +0.3% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +15.3%
|
NVDA NVIDIA | $891.32 -1.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +521.1%
|
CCI Crown Castle | $98.82 +1.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -46.3%
|
CCI Crown Castle | $98.82 +1.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -46.3%
|
CCI Crown Castle | $98.82 +1.6% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -46.3%
|
AMZN Amazon.com | $188.54 +0.3% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +13.9%
|
NVDA NVIDIA | $891.32 -1.4% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +521.1%
|
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +63.2%
|
CCI Crown Castle | $98.82 +1.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -47.4%
|
LOW Lowe's Companies | $235.32 +1.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +18.1%
|
ARCC Ares Capital | $20.82 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +7.0%
|
T AT&T | $17.12 +0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -42.7%
|
AI C3.ai | $24.26 -0.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -60.9%
|
KO Coca-Cola | $62.90 +0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +16.5%
|
CRM Salesforce | $273.63 -1.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +18.7%
|
LOW Lowe's Companies | $235.32 +1.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +16.8%
|
AMT American Tower | $184.63 +1.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -23.5%
|
TSM Taiwan Semiconductor Manufacturing | $141.56 -1.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +24.4%
|
LOW Lowe's Companies | $235.32 +1.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +32.4%
|
NIO NIO | $5.29 +1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -90.8%
|
AMZN Amazon.com | $188.54 +0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $188.54 +0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $180.46 0.0% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $9.33 -0.5% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -38.5%
|
REZI Resideo Technologies | $21.40 +1.6% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $188.54 +0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $43.82 -1.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $182.16 +0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +160.2%
|
OXY Occidental Petroleum | $64.21 +0.8% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -9.8%
|
COST Costco Wholesale | $771.95 +1.1% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $178.06 +0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $120.19 +0.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $211.45 -0.2% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $305.54 -2.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $2.42 +4.3% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $98.82 +0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $155.86 +0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +24.5%
|
AMZN Amazon.com | $188.54 +0.3% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $82.07 +0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $74.85 -0.9% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $103.54 +2.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +44.5%
|
PPL PPL | $28.61 +0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $450.37 +0.8% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $188.54 +0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $779.48 +0.6% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $454.95 +0.0% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $180.46 0.0% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $521.03 0.0% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $198.78 +0.4% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $120.60 +0.3% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $170.42 -0.4% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $104.79 -0.1% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $38.60 +0.3% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $96.41 +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 | $198.78 +0.4% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +40.2%
|
WMT Walmart | $60.39 +0.5% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $96.41 +0.7% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $410.95 +0.1% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $98.82 +0.3% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $155.86 +0.3% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $74.22 +1.0% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $39.56 +0.2% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $277.73 +0.2% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $454.95 +0.0% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $149.82 +0.6% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $168.84 0.0% | 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 | $39.56 +0.2% | 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 | $120.60 +0.3% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $165.66 +0.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $466.53 +0.1% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $470.68 -0.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $17.67 +0.1% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $199.19 +1.0% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $2.42 +4.3% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $170.42 -0.4% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $3,181.66 0.0% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $48.34 +1.0% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $196.89 +0.6% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $267.88 -0.2% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $180.33 0.0% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $60.39 +0.5% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $44.47 +0.7% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $941.67 -0.3% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $39.56 +0.2% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $771.95 +1.1% | 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 | $15.03 +0.1% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $454.95 +0.0% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $410.95 +0.1% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $3,181.66 0.0% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $103.54 +2.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $178.06 +0.4% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $39.56 +0.2% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $120.19 +0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $74.18 +1.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $15.09 +0.7% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $46.97 +0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $34.00 +1.1% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $54.99 +0.1% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $3,181.66 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $15.09 +0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $88.91 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $28.61 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $103.54 +2.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $158.45 +1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $771.95 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN (TLN) | $14.00
| Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $163.48 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $154.12 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $54.99 +0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $154.12 -0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $180.33 0.0% | 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 | $155.86 +0.3% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $149.82 +0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $155.86 +0.3% | 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 | $59.12 +0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $954.35 +0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $408.11 +0.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $54.99 +0.1% | 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 | $149.82 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $244.12 +0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $248.48 +0.9% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $34.00 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $17.67 +0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $34.00 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $124.21 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $771.95 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $170.42 -0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $180.46 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $124.21 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $178.06 +0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $410.95 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $149.82 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $771.95 +1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $54.99 +0.1% | 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 | $39.56 +0.2% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $771.95 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $3,181.66 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +416.9%
|
CMG Chipotle Mexican Grill | $3,181.66 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +416.9%
|
CHKP Check Point Software Technologies | $154.12 -0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $54.99 +0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $183.39 +0.4% | 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 | $170.42 -0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $59.12 +0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $58.36 +0.8% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $954.35 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $129.90 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $103.94 +0.7% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $157.32 +0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $56.65 +0.3% | 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 | $31.54 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $158.45 +1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $143.34 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $34.00 +1.1% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $38.60 +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 | $103.54 +2.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $157.32 +0.1% | 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 | $98.82 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $549.72 +1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $166.55 -1.0% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $20.32 +1.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $180.33 0.0% | 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 | $503.72 +0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $129.90 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $37.97 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $124.21 +0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $285.34 +1.0% | 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 | $34.00 +1.1% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $69.70 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $15.03 +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 | $114.90 +2.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $166.55 -1.0% | 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 | $183.39 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $236.34 +1.2% | 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 | $56.65 +0.3% | 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 | $157.32 +0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $75.82 +0.7% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |