JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +5.6%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +3.4%
|
LIN Linde | $435.52 +1.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -6.2%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -2.2%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -2.2%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +8.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -15.3%
|
RTX RTX | $107.81 +2.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +14.4%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +0.4%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +33.1%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -9.6%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +2.3%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +7.5%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -8.3%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -22.3%
|
MMC Marsh & McLennan Companies | $207.58 +1.6% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +3.3%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +17.2%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +24.3%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +16.2%
|
COST Costco Wholesale | $809.89 -0.7% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +18.5%
|
VUZI Vuzix | $1.34 -6.9% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -37.7%
|
EXAS Exact Sciences | $45.45 +0.4% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -38.4%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | +8.3%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +8.3%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +3.7%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +18.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
|
LIN Linde | $435.52 +1.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +6.5%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +30.3%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | -4.8%
|
RTX RTX | $107.81 +2.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +31.7%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -9.2%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +17.7%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +25.0%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | -8.0%
|
CCLD CareCloud | $2.58 -6.9% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +150.5%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -7.5%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -13.3%
|
MMC Marsh & McLennan Companies | $207.58 +1.6% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +6.2%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +23.2%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +30.1%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +45.7%
|
VOD Vodafone Group Public | $9.62 +1.6% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -0.6%
|
CMP Compass Minerals International | $12.96 +4.6% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -53.0%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | +2.9%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | +2.9%
|
MMP Magellan Midstream Partners | $69.00
| Exchange $50,001 - $100,000 | 10/13/2023 | 9/26/2023 | |
MMP Magellan Midstream Partners | $69.00
| Exchange $500,001 - $1,000,000 | 10/13/2023 | 9/26/2023 | |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | |
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +22.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +3.1%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +16.6%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +1.6%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +2.7%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -12.4%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +12.1%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -8.3%
|
RTX RTX | $107.81 +2.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +27.8%
|
MMC Marsh & McLennan Companies | $207.58 +1.6% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +9.2%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +16.0%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | -8.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +22.8%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +28.3%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | +1.5%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | +1.5%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +2.6%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +33.6%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | +2.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/21/2023 | +32.6%
|
ARGO Argo Group International | $29.99
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/20/2023 | +1.5%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +7.6%
|
RTX RTX | $107.81 +2.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +10.0%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +10.8%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +10.8%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -16.9%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +9.1%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +33.2%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -7.3%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | -0.8%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +19.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +39.8%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +46.6%
|
AHCO AdaptHealth | $9.48 -2.2% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -22.0%
|
AHCO AdaptHealth | $9.48 -2.2% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -22.0%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -3.0%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -3.0%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +43.5%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -0.9%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +17.9%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +17.9%
|
RTX RTX | $107.81 +2.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +12.3%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +3.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | +6.0%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +36.5%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -10.9%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | -4.8%
|
INTC Intel | $30.85 +2.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +21.8%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | -1.9%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +10.6%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +16.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +28.6%
|
PXD Pioneer Natural Resources | $269.62
| Sale $1,000,001 - $5,000,000 | 3/15/2023 | 2/1/2023 | +20.4%
|
DHR Danaher | $256.80 +1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.9%
|
ECL Ecolab | $232.20 +1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +50.0%
|
ACN Accenture | $282.29 -0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.2%
|
ADBE Adobe | $444.76 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.1%
|
AMZN Amazon.com | $176.44 -1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +71.1%
|
AMT American Tower | $195.74 +2.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -12.4%
|
BLK BlackRock | $772.03 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.7%
|
KO Coca-Cola | $62.93 +1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.6%
|
CMCSA Comcast | $40.03 +3.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.7%
|
COST Costco Wholesale | $809.89 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +58.4%
|
DG Dollar General | $136.91 +7.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -41.4%
|
EXAS Exact Sciences | $45.45 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -32.7%
|
HD Home Depot | $334.87 +1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.3%
|
HON Honeywell International | $202.19 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.0%
|
CB Chubb | $270.82 +2.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +19.0%
|
ICLR ICON Public | $324.82 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +40.8%
|
INTC Intel | $30.85 +2.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +9.2%
|
ICE Intercontinental Exchange | $133.90 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +24.5%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -10.2%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +44.8%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +44.8%
|
LMT Lockheed Martin | $470.34 +2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.5%
|
LOW Lowe's Companies | $221.29 +2.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.3%
|
MDT Medtronic | $81.37 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.8%
|
MSFT Microsoft | $415.13 +0.1% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +67.5%
|
MDLZ Mondelez International | $68.53 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.7%
|
NEE NextEra Energy | $80.02 +2.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.2%
|
NVS Novartis | $103.13 +2.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +13.8%
|
ORLY O'Reilly Automotive | $963.26 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +21.6%
|
PH Parker-Hannifin | $531.52 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +63.0%
|
PSX Phillips 66 | $142.11 +2.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +41.7%
|
PG Procter & Gamble | $164.54 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +15.6%
|
RTX RTX | $107.81 +2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +8.0%
|
RSG Republic Services | $185.19 +1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +48.4%
|
ROK Rockwell Automation | $257.53 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -8.7%
|
CRM Salesforce | $234.44 +7.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +39.6%
|
TXN Texas Instruments | $195.01 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.0%
|
TMO Thermo Fisher Scientific | $567.98 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.4%
|
TJX TJX Companies | $103.10 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +25.9%
|
V Visa | $272.46 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +18.4%
|
BA Boeing | $177.61 +2.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -16.6%
|
MSFT Microsoft | $415.13 +0.1% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +81.2%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -20.2%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -20.2%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -3.3%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +24.6%
|
ECL Ecolab | $232.20 +1.5% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +64.4%
|
HLT Hilton Worldwide | $200.60 +2.1% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +54.4%
|
ARCB ArcBest | $105.52 +2.3% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +44.6%
|
CCLD CareCloud | $2.58 -6.9% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $124.50 -1.3% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -10.3%
|
WYNN Wynn Resorts | $94.88 +2.5% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +16.3%
|
ADBE Adobe | $444.76 -0.2% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +35.3%
|
EXAS Exact Sciences | $45.45 +0.4% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -9.1%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -6.7%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +2.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +20.0%
|
RTN Return Energy | C$0.04 +40.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | |
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 1/13/2023 | 12/15/2022 | +20.0%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -8.0%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | -2.6%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +19.1%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +13.3%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +67.8%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -16.7%
|
INTC Intel | $30.85 +2.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +3.4%
|
SHW Sherwin-Williams | $303.80 +0.6% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +27.0%
|
AMP Ameriprise Financial | $436.61 +1.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +34.1%
|
VFC V.F. | $13.28 +7.7% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -58.9%
|
CR Crane | $149.08 +1.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +43.3%
|
MMC Marsh & McLennan Companies | $207.58 +1.6% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +22.2%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | -3.5%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +9.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +25.8%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +61.0%
|
JEPI JPMorgan Equity Premium Income ETF | $56.83 +1.0% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +8.8%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -18.4%
|
DGRO iShares Core Dividend Growth ETF | $57.59 +1.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +29.5%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -18.4%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +46.1%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | -5.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 10/10/2022 | 9/16/2022 | +12.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/10/2022 | 9/16/2022 | +12.6%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -7.0%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +23.3%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +0.2%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +32.4%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +21.5%
|
JEPI JPMorgan Equity Premium Income ETF | $56.83 +1.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +2.7%
|
ASML ASML | $960.35 -0.6% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +77.9%
|
PTC PTC | $176.24 +1.4% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +47.7%
|
CDNS Cadence Design Systems | $286.31 -0.7% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +50.1%
|
CTRA Coterra Energy | $28.52 +2.7% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -2.8%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +6.4%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | -11.9%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +27.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +75.7%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.0%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -10.9%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -10.9%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +35.7%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +12.2%
|
AGCO AGCO | $107.33 +2.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | -3.0%
|
RTX RTX | $107.81 +2.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +20.4%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +22.5%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | +7.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 7/15/2022 | 6/14/2022 | +1.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 7/15/2022 | 6/14/2022 | +1.9%
|
CERN Cerner | $94.92
| Sale $15,001 - $50,000 | 7/15/2022 | 6/10/2022 | |
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +16.7%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +23.4%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +28.8%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +56.8%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -17.8%
|
INTC Intel | $30.85 +2.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -30.1%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +11.4%
|
EXAS Exact Sciences | $45.45 +0.4% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | -10.1%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +24.3%
|
MTBC CareCloud | | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | -100.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +42.0%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | -1.6%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +69.8%
|
AHCO AdaptHealth | $9.48 -2.2% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -34.0%
|
IQV IQVIA | $219.09 -1.5% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -4.0%
|
MDLZ Mondelez International | $68.53 +0.9% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +7.6%
|
HON Honeywell International | $202.19 +0.6% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +6.3%
|
AHCO AdaptHealth | $9.48 -2.2% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -43.1%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -17.0%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -17.0%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +24.7%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +3.7%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +6.0%
|
RTX RTX | $107.81 +2.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +6.0%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | -2.0%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -2.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
|
HON Honeywell International | $202.19 +0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +10.9%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +18.4%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +37.4%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | -1.9%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +45.4%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -13.1%
|
INTC Intel | $30.85 +2.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -34.1%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | -14.3%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +28.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +14.7%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +36.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +12.4%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +12.4%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +34.3%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +58.1%
|
VUZI Vuzix | $1.34 -6.9% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -84.6%
|
MDT Medtronic | $81.37 +1.0% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -18.2%
|
ASXC Asensus Surgical | $0.22 -4.3% | Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -80.4%
|
RTX RTX | $107.81 +2.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +30.4%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -16.2%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -13.0%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.9%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +3.3%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -26.6%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +21.1%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +86.1%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +24.6%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -10.2%
|
HON Honeywell International | $202.19 +0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | -0.6%
|
ARCB ArcBest | $105.52 +2.3% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -0.2%
|
INTC Intel | $30.85 +2.2% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -36.8%
|
AGCO AGCO | $107.33 +2.5% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -8.5%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -20.2%
|
TJX TJX Companies | $103.10 -0.3% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +48.6%
|
PWR Quanta Services | $275.94 -1.4% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +134.8%
|
PH Parker-Hannifin | $531.52 +1.3% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +71.7%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $149.08 +1.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +48.9%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $158.70 -0.2% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +21.5%
|
FSK FS KKR Capital | $20.50 +1.2% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -3.4%
|
HLT Hilton Worldwide | $200.60 +2.1% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +47.3%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $79.00 +0.6% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -11.2%
|
FBND Fidelity Total Bond ETF | $44.70 +0.4% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -15.4%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +27.8%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +3.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -17.7%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +19.3%
|
V Visa | $272.46 +0.4% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +17.7%
|
ORLY O'Reilly Automotive | $963.26 0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +49.5%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +26.7%
|
ITW Illinois Tool Works | $242.75 +2.1% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +8.5%
|
FMAT Fidelity MSCI Materials Index ETF | $51.67 +1.1% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $162.30 +2.6% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +43.4%
|
BLK BlackRock | $772.03 +1.3% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -14.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +41.0%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.5%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.5%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.57 +0.5% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -17.5%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +38.2%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +38.2%
|
DGRO iShares Core Dividend Growth ETF | $57.59 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.6%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +59.4%
|
RTX RTX | $107.81 +2.0% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +24.3%
|
MDT Medtronic | $81.37 +1.0% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -37.7%
|
ACN Accenture | $282.29 -0.9% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -17.7%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +21.4%
|
SPY SPDR S&P 500 ETF Trust | $527.37 +0.9% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +21.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | -0.5%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -5.4%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -18.0%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +12.1%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +39.7%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.2%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.2%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -14.9%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.57 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -18.7%
|
HON Honeywell International | $202.19 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -11.5%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +16.9%
|
CDNS Cadence Design Systems | $286.31 -0.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +73.3%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +112.9%
|
ICLR ICON Public | $324.82 +0.6% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +24.3%
|
INTC Intel | $30.85 +2.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -42.6%
|
IQV IQVIA | $219.09 -1.5% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -17.4%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -16.2%
|
PRGS Progress Software | $50.65 +2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +8.5%
|
PRGS Progress Software | $50.65 +2.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +8.5%
|
RTX RTX | $107.81 +2.0% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +27.5%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +3.7%
|
AHCO AdaptHealth | $9.48 -2.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -60.6%
|
CB Chubb | $270.82 +2.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +45.1%
|
COST Costco Wholesale | $809.89 -0.7% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +79.5%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +31.1%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +56.5%
|
MMC Marsh & McLennan Companies | $207.58 +1.6% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +35.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | -12.7%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | +2.4%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.3%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.3%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.57 +0.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -19.0%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +33.5%
|
AMZN Amazon.com | $176.44 -1.6% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +6.0%
|
GOOGL Alphabet | $172.50 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +28.0%
|
SPY SPDR S&P 500 ETF Trust | $527.37 +0.9% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +20.3%
|
FHLC Fidelity MSCI Health Care Index ETF | $67.56 +1.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +2.2%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.3%
|
JEPI JPMorgan Equity Premium Income ETF | $56.83 +1.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -7.9%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +2.7%
|
FDRR Fidelity Dividend ETF for Rising Rates | $47.53 +0.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +11.5%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -13.7%
|
PTC PTC | $176.24 +1.4% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +20.3%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +47.5%
|
BSX Boston Scientific | $75.57 +0.8% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +73.4%
|
ADBE Adobe | $444.76 -0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -27.4%
|
TMO Thermo Fisher Scientific | $567.98 +0.9% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +10.4%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +0.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
|
TIP iShares TIPS Bond ETF | $106.70 +0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -16.6%
|
TROW T. Rowe Price Group | $117.83 +2.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -42.5%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.57 +0.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -18.9%
|
BSX Boston Scientific | $75.57 +0.8% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +74.3%
|
VUZI Vuzix | $1.34 -6.9% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -92.6%
|
MDT Medtronic | $81.37 +1.0% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -35.5%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +29.0%
|
DGRO iShares Core Dividend Growth ETF | $57.59 +1.4% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +13.6%
|
ITW Illinois Tool Works | $242.75 +2.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +8.1%
|
HD Home Depot | $334.87 +1.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +4.1%
|
FQAL Fidelity Quality Factor ETF | $59.09 +0.8% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +18.9%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +15.7%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $13.04 +1.2% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -19.8%
|
DXCM DexCom | $118.77 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +11.3%
|
DHR Danaher | $256.80 +1.6% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -5.7%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +68.1%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +58.2%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +31.5%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -10.7%
|
HON Honeywell International | $202.19 +0.6% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -7.6%
|
ASXC Asensus Surgical | $0.22 -4.3% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -93.3%
|
ACN Accenture | $282.29 -0.9% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -4.2%
|
PSX Phillips 66 | $142.11 +2.7% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +57.8%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +56.6%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +56.6%
|
MASI Masimo | $124.50 -1.3% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -49.0%
|
MASI Masimo | $124.50 -1.3% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -49.0%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +10.5%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | +9.0%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +61.4%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +86.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
|
PTC PTC | $176.24 +1.4% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +32.6%
|
CDNS Cadence Design Systems | $286.31 -0.7% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +125.7%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +54.3%
|
PRGS Progress Software | $50.65 +2.7% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +13.5%
|
VUZI Vuzix | $1.34 -6.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.9%
|
BSX Boston Scientific | $75.57 +0.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +80.3%
|
IQV IQVIA | $219.09 -1.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -7.5%
|
IQV IQVIA | $219.09 -1.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -7.5%
|
IQV IQVIA | $219.09 -1.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -7.5%
|
EXAS Exact Sciences | $45.45 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -57.0%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $45.45 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -57.0%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $45.45 +0.4% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -57.0%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $9.48 -2.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -61.4%
|
AHCO AdaptHealth | $9.48 -2.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -61.4%
|
AHCO AdaptHealth | $9.48 -2.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -61.4%
|
EXAS Exact Sciences | $45.45 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -57.0%
|
BSX Boston Scientific | $75.57 +0.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +80.3%
|
VUZI Vuzix | $1.34 -6.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.9%
|
ADBE Adobe | $444.76 -0.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | -9.5%
|
BSX Boston Scientific | $75.57 +0.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +80.3%
|
VUZI Vuzix | $1.34 -6.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.9%
|
FCX Freeport-McMoRan | $52.73 +0.8% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +20.9%
|
HON Honeywell International | $202.19 +0.6% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -9.1%
|
ICLR ICON Public | $324.82 +0.6% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +46.1%
|
IQV IQVIA | $219.09 -1.5% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -5.0%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +10.7%
|
ORLY O'Reilly Automotive | $963.26 0.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +75.8%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -1.5%
|
EMR Emerson Electric | $112.16 +1.1% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +19.0%
|
VUZI Vuzix | $1.34 -6.9% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -91.9%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +7.8%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | -2.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $49.08 +3.1% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +124.6%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +72.7%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +12.7%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +75.1%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +89.8%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +9.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +79.6%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +11.4%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $19.95 -0.3% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -27.7%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +106.1%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +22.2%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +97.2%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +166.4%
|
SU Suncor Energy | $40.82 +2.4% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +164.4%
|
BDX Becton, Dickinson and Company | $231.97 +2.3% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | -0.4%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +23.2%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +16.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +155.8%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +4.7%
|
MMC Marsh & McLennan Companies | $207.58 +1.6% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +80.6%
|
ITW Illinois Tool Works | $242.75 +2.1% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +17.5%
|
BA Boeing | $177.61 +2.8% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +6.1%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -1.0%
|
MCD McDonald's | $258.89 +2.7% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +12.9%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +103.5%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +19.6%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +216.9%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +102.1%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +41.0%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +22.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +174.7%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +26.4%
|
MMC Marsh & McLennan Companies | $207.58 +1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +81.1%
|
LOW Lowe's Companies | $221.29 +2.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +48.4%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +23.1%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +109.1%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -0.3%
|
ICE Intercontinental Exchange | $133.90 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.6%
|
INTC Intel | $30.85 +2.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -37.8%
|
ICLR ICON Public | $324.82 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +74.2%
|
HON Honeywell International | $202.19 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +34.1%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +25.2%
|
EXAS Exact Sciences | $45.45 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -52.8%
|
DG Dollar General | $136.91 +7.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -27.9%
|
CR Crane | $149.08 +1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +142.8%
|
COST Costco Wholesale | $809.89 -0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +147.2%
|
CMCSA Comcast | $40.03 +3.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -8.1%
|
KO Coca-Cola | $62.93 +1.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.8%
|
CB Chubb | $270.82 +2.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +104.6%
|
BLK BlackRock | $772.03 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +34.2%
|
AMP Ameriprise Financial | $436.61 +1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +179.3%
|
AMZN Amazon.com | $176.44 -1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +15.5%
|
V Visa | $272.46 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +38.4%
|
VFC V.F. | $13.28 +7.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -78.2%
|
TJX TJX Companies | $103.10 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +98.0%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +47.6%
|
SU Suncor Energy | $40.82 +2.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +142.3%
|
SHW Sherwin-Williams | $303.80 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +45.7%
|
CRM Salesforce | $234.44 +7.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.8%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +12.5%
|
RSG Republic Services | $185.19 +1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +117.7%
|
RTX RTX | $107.81 +2.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +76.5%
|
PG Procter & Gamble | $164.54 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +30.3%
|
PSX Phillips 66 | $142.11 +2.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +120.0%
|
PH Parker-Hannifin | $531.52 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +186.3%
|
ORLY O'Reilly Automotive | $963.26 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +113.8%
|
NVS Novartis | $103.13 +2.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +21.7%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +15.3%
|
MDLZ Mondelez International | $68.53 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +23.3%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +103.6%
|
MDT Medtronic | $81.37 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -15.6%
|
ICE Intercontinental Exchange | $133.90 +0.5% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +39.4%
|
XOM Exxon Mobil | $117.26 +2.9% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +168.9%
|
CARR Carrier Global | $63.19 -0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +137.6%
|
OTIS Otis Worldwide | $99.20 +2.9% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +69.6%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +126.0%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +122.9%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +131.5%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +70.4%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +53.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +163.8%
|
TMO Thermo Fisher Scientific | $567.98 +0.9% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +79.0%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +151.4%
|
ECL Ecolab | $232.20 +1.5% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +29.1%
|
DHR Danaher | $256.80 +1.6% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +76.2%
|
BA Boeing | $177.61 +2.8% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +17.0%
|
BDX Becton, Dickinson and Company | $231.97 +2.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -6.3%
|
AMT American Tower | $195.74 +2.6% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -24.6%
|
ADBE Adobe | $444.76 -0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +39.6%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $81.00 +1.3% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +232.5%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +81.0%
|
WPX WPX Energy | $9.43
| Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +181.5%
|
WPX WPX Energy | $9.43
| Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +181.5%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +166.3%
|
ACN Accenture | $282.29 -0.9% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +64.8%
|
AMZN Amazon.com | $176.44 -1.6% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +80.5%
|
HD Home Depot | $334.87 +1.7% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +71.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +99.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +99.9%
|
WMB Williams Companies | $41.51 +2.1% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +191.3%
|
WBA Walgreens Boots Alliance | $16.22 +5.4% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -64.9%
|
NGL NGL Energy Partners | $5.68 +0.9% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -34.0%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.60 +0.1% | Purchase $100,001 - $250,000 | 3/17/2020 | 2/27/2020 | -1.0%
|
BBBY Bed Bath & Beyond | $0.08
| Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -99.2%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +5.2%
|
EL Estée Lauder Companies | $123.36 +2.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -42.6%
|
ICE Intercontinental Exchange | $133.90 +0.5% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +38.2%
|
MDLZ Mondelez International | $68.53 +0.9% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +14.8%
|
NGL NGL Energy Partners | $5.68 +0.9% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -39.9%
|
QSY WisdomTree U.S. Quality Shareholder Yield Fund | | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -100.0%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -55.3%
|
FSK FS KKR Capital | $20.50 +1.2% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -18.9%
|
SLB Schlumberger | $45.89 +0.7% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +26.8%
|
NGL NGL Energy Partners | $5.68 +0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -43.0%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +15.5%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -49.1%
|
DHR Danaher | $256.80 +1.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +90.7%
|
COST Costco Wholesale | $809.89 -0.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +164.2%
|
AMZN Amazon.com | $176.44 -1.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +96.6%
|
ADBE Adobe | $444.76 -0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +53.1%
|
ICLR ICON Public | $324.82 +0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +122.5%
|
LOW Lowe's Companies | $221.29 +2.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +97.0%
|
MDT Medtronic | $81.37 +1.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -23.5%
|
ORLY O'Reilly Automotive | $963.26 0.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +119.4%
|
TMO Thermo Fisher Scientific | $567.98 +0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +93.8%
|
V Visa | $272.46 +0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +51.3%
|
HON Honeywell International | $202.19 +0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +12.3%
|
CVX Chevron | $162.30 +2.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +38.6%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +51.1%
|
BLK BlackRock | $772.03 +1.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +73.1%
|
TXN Texas Instruments | $195.01 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +47.9%
|
UTX United Technologies | $107.81 +2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -21.2%
|
VFC V.F. | $13.28 +7.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -85.5%
|
PG Procter & Gamble | $164.54 +1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +40.6%
|
MSFT Microsoft | $415.13 +0.1% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +193.1%
|
LMT Lockheed Martin | $470.34 +2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +22.5%
|
DGRO iShares Core Dividend Growth ETF | $57.59 +1.4% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +46.7%
|
INTC Intel | $30.85 +2.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -41.8%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +42.1%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +67.8%
|
DEO Diageo | $135.09 +2.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -16.6%
|
CR Crane | $149.08 +1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +83.3%
|
CMCSA Comcast | $40.03 +3.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -12.4%
|
CL Colgate-Palmolive | $92.96 +2.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +35.5%
|
KO Coca-Cola | $62.93 +1.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +17.8%
|
CB Chubb | $270.82 +2.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +74.4%
|
ROK Rockwell Automation | $257.53 +0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +53.7%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +67.6%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -56.3%
|
FSK FS KKR Capital | $20.50 +1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -9.4%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -55.0%
|
NGL NGL Energy Partners | $5.68 +0.9% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -56.6%
|
OKE ONEOK | $81.00 +1.3% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +17.5%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -60.1%
|
CB Chubb | $270.82 +2.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +75.8%
|
KO Coca-Cola | $62.93 +1.5% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +18.2%
|
CL Colgate-Palmolive | $92.96 +2.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +32.0%
|
DHR Danaher | $256.80 +1.6% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +85.7%
|
EL Estée Lauder Companies | $123.36 +2.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -32.3%
|
XOM Exxon Mobil | $117.26 +2.9% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +67.3%
|
HON Honeywell International | $202.19 +0.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +24.2%
|
ICLR ICON Public | $324.82 +0.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +111.6%
|
INTC Intel | $30.85 +2.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -33.9%
|
PG Procter & Gamble | $164.54 +1.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +42.0%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -61.6%
|
FSK FS KKR Capital | $20.50 +1.2% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -16.0%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -61.6%
|
NGL NGL Energy Partners | $5.68 +0.9% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -61.3%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -62.1%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -61.8%
|
FSK FS KKR Capital | $20.50 +1.2% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -17.1%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -62.2%
|
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -64.0%
|
FSK FS KKR Capital | $20.50 +1.2% | Exchange $100,001 - $250,000 | 1/15/2019 | 12/20/2018 | |
CCT Corporate Capital Trust | $12.35
| Exchange $100,001 - $250,000 | 1/15/2019 | 12/20/2018 | |
CLNC Colony Credit Real Estate | $6.05 +4.0% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |