PAVE Global X U.S. Infrastructure Development ETF | $39.20 +0.1% | Sale $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +58.9%
|
PPA Invesco Aerospace & Defense ETF | $104.31 +0.2% | Purchase $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +50.6%
|
VCSH Vanguard Short-Term Corporate Bond ETF | $76.95 +0.1% | Sale $1,001 - $15,000 | 6/9/2022 | 5/17/2022 | +0.2%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.39 +0.9% | Sale $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +59.9%
|
MDY SPDR S&P MidCap 400 ETF Trust | $551.79 +0.8% | Purchase $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +13.1%
|
PAVE Global X U.S. Infrastructure Development ETF | $39.20 +0.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/11/2020 | +87.2%
|
IWM iShares Russell 2000 ETF | $206.86 +1.0% | Sale $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +9.2%
|
PAVE Global X U.S. Infrastructure Development ETF | $39.20 +0.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +85.8%
|
IWM iShares Russell 2000 ETF | $206.86 +1.0% | Sale $1,001 - $15,000 | 7/27/2021 | 12/2/2020 | +13.1%
|
IWM iShares Russell 2000 ETF | $206.86 +1.0% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +51.1%
|
IVV iShares Core S&P 500 ETF | $525.88 +0.4% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +70.5%
|
IEFA iShares Core MSCI EAFE ETF | $75.20 +0.7% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +32.3%
|
SPY SPDR S&P 500 ETF Trust | $523.29 +0.5% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +61.9%
|
KBE SPDR S&P Bank ETF | $47.64 +1.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +30.0%
|
VONE Vanguard Russell 1000 | $238.05 +0.5% | Purchase $50,001 - $100,000 | 7/27/2021 | 3/26/2020 | +100.1%
|
SPY SPDR S&P 500 ETF Trust | $523.29 +0.5% | Purchase $1,001 - $15,000 | 7/27/2021 | 3/11/2020 | +90.8%
|
GBDC Golub Capital BDC | $16.67 +0.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 2/25/2020 | -5.1%
|
IVE iShares S&P 500 Value ETF | $184.70 +0.3% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +41.9%
|
IWN iShares Russell 2000 Value ETF | $157.81 +1.0% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +22.7%
|
MDY SPDR S&P MidCap 400 ETF Trust | $551.79 +0.8% | Purchase $1,001 - $15,000 | 7/30/2020 | 9/20/2019 | +55.7%
|
IJR iShares Core S&P Small-Cap ETF | $110.40 +1.0% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +40.2%
|
IVV iShares Core S&P 500 ETF | $525.88 +0.4% | Purchase $15,001 - $50,000 | 7/30/2020 | 7/24/2019 | +74.1%
|
IJH iShares Core S&P Mid-Cap ETF | $60.31 +0.9% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +52.6%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.39 +0.9% | Sale $1,001 - $15,000 | 7/30/2020 | 7/8/2019 | +12.0%
|
VEA Vanguard FTSE Developed Markets ETF | $50.69 +0.7% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +22.0%
|
SPY SPDR S&P 500 ETF Trust | $523.29 +0.5% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +77.7%
|
GBDC Golub Capital BDC | $16.67 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 5/30/2019 | -6.3%
|
VCSH Vanguard Short-Term Corporate Bond ETF | $76.95 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/22/2019 | -3.4%
|
IJR iShares Core S&P Small-Cap ETF | $110.40 +1.0% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +38.6%
|
IEFA iShares Core MSCI EAFE ETF | $75.20 +0.7% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +24.5%
|
IVV iShares Core S&P 500 ETF | $525.88 +0.4% | Purchase $1,001 - $15,000 | 7/30/2020 | 3/4/2019 | +87.0%
|
IJH iShares Core S&P Mid-Cap ETF | $60.31 +0.9% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +57.3%
|
QQQ Invesco QQQ | $445.93 +0.6% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
QQQ Invesco QQQ | $445.93 +0.6% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
VGT Vanguard Information Technology ETF | $523.80 +1.0% | Purchase $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
GBDC Golub Capital BDC | $16.67 +0.1% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/21/2018 | |
IWM iShares Russell 2000 ETF | $206.86 +1.0% | Sale $100,001 - $250,000 | 5/8/2019 | 12/21/2018 | |
PKB Invesco Building & Construction ETF | $72.70 +0.5% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
PCY Invesco Emerging Markets Sovereign Debt ETF | $20.30 +0.3% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $76.95 +0.1% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
QQQ Invesco QQQ | $445.93 +0.6% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
IWO iShares Russell 2000 Growth ETF | $263.54 +1.2% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $94.17 +0.1% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $76.95 +0.1% | Purchase $100,001 - $250,000 | 5/8/2019 | 12/11/2018 | |
SPY SPDR S&P 500 ETF Trust | $523.29 +0.5% | Purchase $15,001 - $50,000 | 5/8/2019 | 10/26/2018 | |
MDY SPDR S&P MidCap 400 ETF Trust | $551.79 +0.8% | Sale $15,001 - $50,000 | 5/8/2019 | 9/5/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $94.17 +0.1% | Sale $15,001 - $50,000 | 5/8/2019 | 6/6/2018 | |
BLK BlackRock | $802.97 +1.6% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +62.2%
|
QQQ Invesco QQQ | $445.93 +0.6% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +185.7%
|
EFA iShares MSCI EAFE ETF | $80.94 +0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
IWM iShares Russell 2000 ETF | $206.86 +1.0% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +42.3%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.39 +0.9% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $72.70 +0.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +138.3%
|
QQQ Invesco QQQ | $445.93 +0.6% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +185.7%
|
QQQ Invesco QQQ | $445.93 +0.6% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +185.7%
|
NKE NIKE | $92.79 +0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +44.5%
|
MRK Merck & Co., Inc. | $128.66 -0.5% | Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +190.5%
|
UNH UnitedHealth Group | $513.88 +0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +154.1%
|
KBE SPDR S&P Bank ETF | $47.64 +1.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
DISCA Warner Bros. Discovery | $24.43
| Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $72.70 +0.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +138.3%
|
VEA Vanguard FTSE Developed Markets ETF | $50.69 +0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/16/2018 | |
SPY SPDR S&P 500 ETF Trust | $523.29 +0.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $551.79 +0.8% | Sale $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
SPY SPDR S&P 500 ETF Trust | $523.29 +0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $551.79 +0.8% | Sale $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
KMI Kinder Morgan | $19.41 +1.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
GE General Electric | $160.00 +0.3% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
AMZN Amazon.com | $187.07 +0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
OXY Occidental Petroleum | $63.06 +0.2% | Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
UPS United Parcel Service | $147.94 -1.8% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
NKE NIKE | $92.79 +0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
MET MetLife | $73.31 +1.2% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
PKB Invesco Building & Construction ETF | $72.70 +0.5% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KMI Kinder Morgan | $19.41 +1.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $47.64 +1.1% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
PKB Invesco Building & Construction ETF | $72.70 +0.5% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
OXY Occidental Petroleum | $63.06 +0.2% | Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
NKE NIKE | $92.79 +0.1% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
MET MetLife | $73.31 +1.2% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
UPS United Parcel Service | $147.94 -1.8% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
AMZN Amazon.com | $187.07 +0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
GE General Electric | $160.00 +0.3% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $47.64 +1.1% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $50.69 +0.7% | Purchase $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $80.94 +0.7% | Sale $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $80.94 +0.7% | Sale $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $50.69 +0.7% | Purchase $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
KBE SPDR S&P Bank ETF | $47.64 +1.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
KBE SPDR S&P Bank ETF | $47.64 +1.1% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
PKB Invesco Building & Construction ETF | $72.70 +0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
RYH Invesco S&P 500 Equal Weight Health Care ETF | $30.79 +0.8% | Sale $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
QQQ Invesco QQQ | $445.93 +0.6% | Sale $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
IBB iShares Biotechnology ETF | $135.47 +0.8% | Sale $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $90.78 +1.0% | Purchase $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $90.78 +1.0% | Purchase $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IBB iShares Biotechnology ETF | $135.47 +0.8% | Sale $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IWF iShares Russell 1000 Growth ETF | $338.57 +0.5% | Purchase $100,001 - $250,000 | 7/26/2017 | 1/30/2017 | |
IWF iShares Russell 1000 Growth ETF | $338.57 +0.5% | Purchase $15,001 - $50,000 | 7/26/2017 | 1/26/2017 | |
EFA iShares MSCI EAFE ETF | $80.94 +0.7% | Sale $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $41.87 +0.7% | Purchase $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $41.87 +0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
EFA iShares MSCI EAFE ETF | $80.94 +0.7% | Sale $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
IWM iShares Russell 2000 ETF | $206.86 +1.0% | Purchase $15,001 - $50,000 | 7/26/2017 | 12/21/2016 | |
PKB Invesco Building & Construction ETF | $72.70 +0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $206.86 +1.0% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $206.86 +1.0% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
PKB Invesco Building & Construction ETF | $72.70 +0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
QIHU (QIHU) | $76.92
| Exchange $1,001 - $15,000 | 7/26/2017 | 7/18/2016 | |
NRE Northstar Realty Europe | $17.02
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |
NRF Northstar Realty Finance | $16.13
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |