AAPL Apple | $186.28 +1.8% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +3.1%
|
V Visa | $279.32 -0.5% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -1.1%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | -0.1%
|
COST Costco Wholesale | $775.15 -1.5% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +11.6%
|
CCI Crown Castle | $100.04 +0.5% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -13.8%
|
BABA Alibaba Group | $84.59 +5.7% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +9.5%
|
AMT American Tower | $185.00 +0.3% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -14.8%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.00 +0.6% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +8.3%
|
NVDA NVIDIA | $903.99 +0.6% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +98.7%
|
T AT&T | $17.25 +0.5% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +5.9%
|
MPW Medical Properties Trust | $5.57 +16.5% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | +2.0%
|
LOW Lowe's Companies | $232.98 -0.9% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +19.9%
|
BNS Bank of Nova Scotia | $48.09 +0.1% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +12.2%
|
AAPL Apple | $186.28 +1.8% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +7.1%
|
MSFT Microsoft | $413.72 -0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +19.5%
|
ARCC Ares Capital | $21.14 +0.2% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +10.2%
|
WBD Warner Bros. Discovery | $8.38 +2.8% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -16.9%
|
CMG Chipotle Mexican Grill | $3,187.53 -1.6% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +64.1%
|
MCD McDonald's | $271.36 -1.3% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +3.5%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.00 +0.6% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +19.0%
|
T AT&T | $17.25 +0.5% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +12.1%
|
SNOW Snowflake | $159.79 +1.7% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +10.1%
|
CCI Crown Castle | $100.04 +0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +7.6%
|
VZ Verizon Communications | $40.55 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +15.4%
|
CMG Chipotle Mexican Grill | $3,187.53 -1.6% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +64.1%
|
ET Energy Transfer | $15.83 -0.7% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +20.4%
|
WBD Warner Bros. Discovery | $8.38 +2.8% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -15.7%
|
PG Procter & Gamble | $165.87 -0.6% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +10.6%
|
LMT Lockheed Martin | $470.56 +0.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +3.5%
|
BP BP | $38.10 +0.7% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +4.1%
|
ARCC Ares Capital | $21.14 +0.2% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +11.5%
|
WBD Warner Bros. Discovery | $8.38 +2.8% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -18.5%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +29.0%
|
NVDA NVIDIA | $903.99 +0.6% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +101.5%
|
AI C3.ai | $24.95 +4.4% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -20.6%
|
AMLP Alerian MLP ETF | $46.33 -0.8% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +11.2%
|
AGAE Allied Gaming & Entertainment | $0.79
| Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -21.8%
|
MA Mastercard | $457.76 +0.2% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +16.4%
|
WBD Warner Bros. Discovery | $8.38 +2.8% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -34.4%
|
KO Coca-Cola | $63.58 +0.5% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +4.3%
|
IBM International Business Machines | $167.53 +0.2% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +18.4%
|
DBRG DigitalBridge Group | $14.64 -2.1% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -5.0%
|
ARCC Ares Capital | $21.14 +0.2% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +9.3%
|
KD Kyndryl | $26.35 -3.4% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +99.3%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.00 +0.6% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | +0.4%
|
CRM Salesforce | $277.58 +0.3% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +21.7%
|
ARCC Ares Capital | $21.14 +0.2% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +10.2%
|
NVDA NVIDIA | $903.99 +0.6% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +114.2%
|
DFS Discover Financial Services | $124.17 +0.6% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +5.9%
|
MDT Medtronic | $83.52 +0.8% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -5.4%
|
LULU Lululemon Athletica | $347.16 -1.6% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -9.3%
|
AMT American Tower | $185.00 +0.3% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | -4.8%
|
VZ Verizon Communications | $40.55 +0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +4.3%
|
MCD McDonald's | $271.36 -1.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +8.1%
|
DBRG DigitalBridge Group | $14.64 -2.1% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -28.4%
|
NVDA NVIDIA | $903.99 +0.6% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +470.8%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +47.8%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.00 +0.6% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -9.2%
|
NVDA NVIDIA | $903.99 +0.6% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +240.8%
|
AAPL Apple | $186.28 +1.8% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +16.4%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +47.6%
|
MPW Medical Properties Trust | $5.57 +16.5% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -72.7%
|
QQQ Invesco QQQ | $443.08 +0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +20.8%
|
BNS Bank of Nova Scotia | $48.09 +0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -34.3%
|
D Dominion Energy | $53.04 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -34.2%
|
PG Procter & Gamble | $165.87 -0.6% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +2.4%
|
DTE DTE Energy | $115.30 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | -2.8%
|
CARR Carrier Global | $64.33 -1.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +31.9%
|
NEE NextEra Energy | $74.58 +1.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -9.7%
|
XLE Energy Select Sector SPDR Fund | $93.60 -0.2% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +44.5%
|
AEE Ameren | $74.50 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -15.0%
|
BNS Bank of Nova Scotia | $48.09 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -34.8%
|
WES Western Midstream Partners | $37.12 +2.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +55.2%
|
TDC Teradata | $34.14 +3.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -20.2%
|
OTIS Otis Worldwide | $96.60 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +15.2%
|
MDLZ Mondelez International | $71.76 +0.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +6.5%
|
KYN Kayne Anderson Energy Infrastructure Fund | $9.77 -0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +20.3%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -9.5%
|
EPD Enterprise Products Partners | $28.77 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +19.2%
|
ET Energy Transfer | $15.83 -0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +63.2%
|
CMCSA Comcast | $39.70 +1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -20.9%
|
DTM DT Midstream | $64.73 -1.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +25.3%
|
EIX Edison International | $74.44 -0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +16.8%
|
TSM Taiwan Semiconductor Manufacturing | $146.41 -1.9% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +24.0%
|
COST Costco Wholesale | $775.15 -1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +47.2%
|
KR Kroger | $55.21 -1.3% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +32.4%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.00 +0.6% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -12.7%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.00 +0.6% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -12.1%
|
AAPL Apple | $186.28 +1.8% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +25.0%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +26.3%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +37.8%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +39.4%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +16.6%
|
QQQ Invesco QQQ | $443.08 +0.2% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +20.1%
|
QQQ Invesco QQQ | $443.08 +0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +20.1%
|
NVDA NVIDIA | $903.99 +0.6% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +357.7%
|
KR Kroger | $55.21 -1.3% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +45.0%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.63
| Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -19.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.63
| Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -19.5%
|
BNS Bank of Nova Scotia | $48.09 +0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -26.1%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.63
| Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -19.5%
|
BABA Alibaba Group | $84.59 +5.7% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -59.8%
|
T AT&T | $17.25 +0.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -40.4%
|
MO Altria Group | $45.05 +0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -8.9%
|
CCI Crown Castle | $100.04 +0.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -45.4%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +14.1%
|
NVDA NVIDIA | $903.99 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +529.9%
|
CCI Crown Castle | $100.04 +0.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -45.6%
|
CCI Crown Castle | $100.04 +0.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -45.6%
|
CCI Crown Castle | $100.04 +0.5% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -45.6%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +12.7%
|
NVDA NVIDIA | $903.99 +0.6% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +529.9%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +64.3%
|
CCI Crown Castle | $100.04 +0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -46.7%
|
LOW Lowe's Companies | $232.98 -0.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +17.0%
|
ARCC Ares Capital | $21.14 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +8.7%
|
T AT&T | $17.25 +0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -42.3%
|
AI C3.ai | $24.95 +4.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -59.8%
|
KO Coca-Cola | $63.58 +0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +17.7%
|
CRM Salesforce | $277.58 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +20.4%
|
LOW Lowe's Companies | $232.98 -0.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +15.6%
|
AMT American Tower | $185.00 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -23.4%
|
TSM Taiwan Semiconductor Manufacturing | $146.41 -1.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +28.6%
|
LOW Lowe's Companies | $232.98 -0.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +31.0%
|
NIO NIO | $5.41 +6.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -90.6%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $186.57 -0.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $184.21 +1.2% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $9.34 +0.4% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -38.4%
|
REZI Resideo Technologies | $21.84 +1.0% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $186.57 -0.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $44.17 +2.9% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $177.79 -1.0% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +154.0%
|
OXY Occidental Petroleum | $62.91 -1.0% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -11.6%
|
COST Costco Wholesale | $775.15 -1.5% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $180.90 +0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $120.20 -0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $209.92 +0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $2.40 +7.6% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $98.75 -0.1% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $156.30 +0.1% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +24.9%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $83.52 +0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $75.72 -0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $104.39 -0.6% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +45.7%
|
PPL PPL | $29.17 +0.1% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $453.59 -0.3% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $186.57 -0.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $758.04 -0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $457.76 +0.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $184.21 +1.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $521.76 -0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $203.80 +0.4% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $124.77 +1.8% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $170.90 +0.4% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $104.77 +0.0% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $38.20 -1.5% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $97.99 +1.7% | 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 | $203.80 +0.4% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +43.7%
|
WMT Walmart | $60.41 -0.1% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $97.99 +1.7% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $413.72 -0.2% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $98.75 -0.1% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $156.30 +0.1% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $76.18 +0.1% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $40.55 +0.4% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $279.32 -0.5% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $457.76 +0.2% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $151.24 +0.9% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $159.50 -2.4% | 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 | $40.55 +0.4% | Purchase $1,001 - $15,000 | 6/28/2017 | 6/27/2017 | |
MIK Michaels Companies | $21.97
| Sale $1,001 - $15,000 | 4/26/2018 | 6/12/2017 | |
MIK Michaels Companies | $21.97
| Purchase $1,001 - $15,000 | 6/12/2017 | 6/6/2017 | |
AFSI AmTrust Financial Services | $14.75
| Sale $1,001 - $15,000 | 4/26/2018 | 5/31/2017 | |
PAYX Paychex | $124.77 +1.8% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $165.87 -0.6% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $470.56 +0.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $468.01 -1.7% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $17.35 -1.6% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $198.03 +0.3% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $2.40 +7.6% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $170.90 +0.4% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $3,187.53 -1.6% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $48.75 +0.5% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $271.36 -1.3% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $178.45 0.0% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $60.41 -0.1% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $45.17 +0.2% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $952.01 0.0% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $40.55 +0.4% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $775.15 -1.5% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/4/2016 | |
VSM Versum Materials | $52.99
| Exchange $1,001 - $15,000 | 5/10/2018 | 10/3/2016 | |
KEY KeyCorp | $14.88 -1.3% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $457.76 +0.2% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $413.72 -0.2% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $3,187.53 -1.6% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $104.39 -0.6% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $180.90 +0.6% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $40.55 +0.4% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $120.20 -0.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $74.24 +0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $15.79 +2.6% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $46.33 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $33.95 +0.0% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $56.49 +1.2% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $3,187.53 -1.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $15.79 +2.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $89.88 +2.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $29.17 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $104.39 -0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $156.68 -0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $775.15 -1.5% | 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 | $164.56 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $150.03 -1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $56.49 +1.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $150.03 -1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $178.45 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 | $156.30 +0.1% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $156.30 +0.1% | 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 | $59.36 -0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $949.26 -1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $407.98 +0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $56.49 +1.2% | 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 | $151.24 +0.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $247.80 +0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $250.26 -0.1% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $33.95 +0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $17.35 -1.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $33.95 +0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $124.17 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $775.15 -1.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $170.90 +0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $184.21 +1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $124.17 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $180.90 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $775.15 -1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $56.49 +1.2% | 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 | $40.55 +0.4% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $775.15 -1.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $3,187.53 -1.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +417.9%
|
CMG Chipotle Mexican Grill | $3,187.53 -1.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +417.9%
|
CHKP Check Point Software Technologies | $150.03 -1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $56.49 +1.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $186.28 +1.8% | Sale $1,001 - $15,000 | 5/14/2015 | 4/24/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/17/2015 | |
GOOG Alphabet | $170.90 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $59.36 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $60.95 +3.6% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $949.26 -1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $131.71 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $105.80 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $158.09 +0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $57.19
| 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 | $31.60 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $156.68 -0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $147.76 -1.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $33.95 +0.0% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $38.20 -1.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
LPT Liberty Property Trust | $61.95
| Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
NSRGY Nestlé | $104.39 -0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $158.09 +0.3% | 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 | $98.75 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $554.61 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $167.53 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $21.13 +2.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $178.45 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 | $511.74 -0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $131.71 +0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $38.13 +1.2% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $124.17 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $284.46 -1.1% | 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 | $33.95 +0.0% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $70.64 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $14.88 -1.3% | 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 | $114.82 -0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $167.53 +0.2% | 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 | $186.28 +1.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $236.95 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/16/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
BHP BHP Group | $57.19
| 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 | $158.09 +0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $76.16 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |