| JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +3.6%
|
| ET Energy Transfer | $15.83 -0.7% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/30/2024 | +0.6%
|
| CWEN Clearway Energy | $26.88 -0.7% | Purchase $15,001 - $50,000 | 5/8/2024 | 4/26/2024 | +16.2%
|
| NGL NGL Energy Partners | $5.61 -2.1% | Sale $100,001 - $250,000 | 5/7/2024 | 4/25/2024 | -4.7%
|
| JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +2.9%
|
| HXL Hexcel | $71.52 -0.7% | Sale $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +13.1%
|
| QCOM QUALCOMM | $184.21 +1.2% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +12.6%
|
| GS The Goldman Sachs Group | $453.59 -0.3% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +7.2%
|
| BRK.B Berkshire Hathaway | $411.16 -0.2% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +1.3%
|
| HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +2.4%
|
| TSCO Tractor Supply | $271.67 +0.1% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +5.2%
|
| HSY Hershey | $209.51 +2.3% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +11.4%
|
| MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +1.1%
|
| JPM JPMorgan Chase & Co. | $198.73 0.0% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/23/2024 | +3.4%
|
| MSFT Microsoft | $413.72 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/23/2024 | +1.5%
|
| AAPL Apple | $186.28 +1.8% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/23/2024 | +11.6%
|
| FMAO Farmers & Merchants Bancorp | $22.53 +0.3% | Purchase $1,001 - $15,000 | 4/20/2024 | 4/20/2024 | +7.3%
|
| MSFT Microsoft | $413.72 -0.2% | Sale $1,001 - $15,000 | 5/5/2024 | 4/17/2024 | +0.5%
|
| JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.29 +0.4% | Purchase $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +1.7%
|
| CMBS iShares CMBS ETF | $46.28 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +0.6%
|
| HTGC Hercules Capital | $19.10 -4.0% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/16/2024 | +6.1%
|
| GS The Goldman Sachs Group | $453.59 -0.3% | Sale (Partial) $250,001 - $500,000 | 4/24/2024 | 4/15/2024 | +13.2%
|
| EFA iShares MSCI EAFE ETF | $80.35 +0.0% | Sale (Partial) $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +2.3%
|
| SCZ iShares MSCI EAFE Small-Cap ETF | $63.66 +0.0% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +1.6%
|
| VLO Valero Energy | $155.90 -0.1% | Sale (Partial) $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | -12.0%
|
| ENB Enbridge | $37.83 +0.1% | Purchase $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | +9.5%
|
| IBM International Business Machines | $167.53 +0.2% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | -9.9%
|
| MRK Merck & Co., Inc. | $129.29 -0.6% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | +2.0%
|
| ABBV AbbVie | $161.24 +0.3% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | -4.6%
|
| HON Honeywell International | $203.80 +0.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.2%
|
| NVDA NVIDIA | $903.99 +0.6% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +3.9%
|
| ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -5.2%
|
| RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.4%
|
| DE Deere & Company | $407.98 +0.0% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -1.0%
|
| CRM Salesforce | $277.58 +0.3% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -7.4%
|
| MPC Marathon Petroleum | $177.79 -1.0% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -15.8%
|
| ELV Elevance Health | $538.77 -0.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +6.2%
|
| NKE NIKE | $92.72 +2.0% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.2%
|
| DHR Danaher | $251.62 -0.7% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +2.3%
|
| EL Estée Lauder Companies | $134.73 +2.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -6.9%
|
| CSX CSX | $34.52 +0.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -2.5%
|
| VFC V.F. | $12.81 +3.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -5.1%
|
| INTU Intuit | $627.19 -0.8% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -0.2%
|
| FMC FMC | $66.71 -1.2% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +7.2%
|
| HSY Hershey | $209.51 +2.3% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +9.1%
|
| ADI Analog Devices | $208.38 +0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +6.1%
|
| NOW ServiceNow | $730.12 +0.0% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -5.0%
|
| PEP PepsiCo | $180.90 +0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +7.1%
|
| NI NiSource | $28.80 +0.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.5%
|
| FTNT Fortinet | $59.63 +2.5% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -12.5%
|
| BKNG Booking | $3,745.00 -1.6% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.4%
|
| LLY Eli Lilly and Company | $758.04 -0.3% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -0.4%
|
| AVGO Broadcom | $1,337.51 +0.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +1.1%
|
| NFLX Netflix | $616.59 +0.9% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -0.3%
|
| PG Procter & Gamble | $165.87 -0.6% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.5%
|
| MSFT Microsoft | $413.72 -0.2% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -2.3%
|
| DG Dollar General | $137.93 -2.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -10.8%
|
| CVX Chevron | $164.56 -0.8% | Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | +1.2%
|
| KMI Kinder Morgan | $19.15 +0.4% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +4.8%
|
| T AT&T | $17.25 +0.5% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +3.1%
|
| ET Energy Transfer | $15.83 -0.7% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +0.2%
|
| XOM Exxon Mobil | $117.89 -0.1% | Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | -3.5%
|
| NS NuStar Energy | $21.96
| Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +1.6%
|
| SPGI S&P Global | $428.01 -0.8% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | -1.6%
|
| MSFT Microsoft | $413.72 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | -2.9%
|
| GWW W.W. Grainger | $949.26 -1.0% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | -5.8%
|
| AAPL Apple | $186.28 +1.8% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | +9.8%
|
| ASC Ardmore Shipping | $21.12 +3.7% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/9/2024 | +34.3%
|
| BRP The Baldwin Insurance Group | $30.07 +0.3% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +4.9%
|
| DGX Quest Diagnostics | $140.80 +1.7% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +7.1%
|
| CAT Caterpillar | $356.72 +0.5% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -3.5%
|
| V Visa | $279.32 -0.5% | Purchase $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +1.9%
|
| NKE NIKE | $92.72 +2.0% | Purchase $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +4.1%
|
| RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +6.5%
|
| TEL TE Connectivity | $147.84 +1.1% | Sale $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +2.3%
|
| SO Southern | $78.72 +0.7% | Purchase $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +12.4%
|
| BX Blackstone | $122.13 -1.5% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -3.1%
|
| KR Kroger | $55.21 -1.3% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -3.9%
|
| MCK McKesson | $554.61 -0.9% | Sale $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +3.7%
|
| MGA Magna International | $46.97 +0.1% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -10.2%
|
| PODD Insulet | $161.02 -2.9% | Sale (Partial) $50,001 - $100,000 | 4/19/2024 | 4/4/2024 | -1.4%
|
| NEE NextEra Energy | $74.58 +1.1% | Sale (Partial) $100,001 - $250,000 | 4/19/2024 | 4/4/2024 | +17.0%
|
|
| FDX FedEx | $266.94 +0.5% | Purchase $1,001 - $15,000 | 4/10/2024 | 4/4/2024 | -3.1%
|
| UPS United Parcel Service | $150.60 +2.2% | Sale $1,001 - $15,000 | 4/10/2024 | 4/4/2024 | +0.4%
|
| ZTS Zoetis | $167.91 -0.7% | Sale (Partial) $1,001 - $15,000 | 5/2/2024 | 4/3/2024 | +3.1%
|
| LULU Lululemon Athletica | $347.16 -1.6% | Sale $15,001 - $50,000 | 5/7/2024 | 4/2/2024 | -8.2%
|
| COP ConocoPhillips | $121.53 -0.3% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/2/2024 | -7.0%
|
| KO Coca-Cola | $63.58 +0.5% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/1/2024 | +4.8%
|
| NGL NGL Energy Partners | $5.61 -2.1% | Sale $100,001 - $250,000 | 4/7/2024 | 4/1/2024 | -3.1%
|
| LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +3.4%
|
| HES Hess | $159.61 -0.5% | Sale (Full) $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | +4.6%
|
| AMAT Applied Materials | $206.63 -1.5% | Purchase $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | +0.2%
|
| DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -0.6%
|
| DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -0.6%
|
| LIN Linde | $434.78 +0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -6.4%
|
| SNV Synovus Financial | $39.52 -0.5% | Sale $15,001 - $50,000 | 4/6/2024 | 3/28/2024 | -1.3%
|
| MOS Mosaic | $29.46 +0.1% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | -9.2%
|
| D Dominion Energy | $53.04 -0.1% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | +7.8%
|
| NTR Nutrien | $56.96 -2.1% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | +4.9%
|
| BRK.B Berkshire Hathaway | $411.16 -0.2% | Sale $15,001 - $50,000 | 3/28/2024 | 3/28/2024 | -2.2%
|
| UPS United Parcel Service | $150.60 +2.2% | Sale (Full) $100,001 - $250,000 | 4/12/2024 | 3/27/2024 | +2.2%
|
| XNGSY ENN Energy | $39.35 +0.6% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/26/2024 | +28.1%
|
| WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +3.8%
|
| UL Unilever | $53.94 +0.8% | Sale (Full) $1,001 - $15,000 | 4/24/2024 | 3/22/2024 | +7.9%
|
| PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
| AAPL Apple | $186.28 +1.8% | Sale $1,001 - $15,000 | 4/7/2024 | 3/22/2024 | +8.1%
|
| BRP The Baldwin Insurance Group | $30.07 +0.3% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +0.7%
|
| WBA Walgreens Boots Alliance | $18.12 +5.4% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | -12.9%
|
| HUMA Humacyte | $5.48 +16.6% | Purchase $1,001 - $15,000 | 4/15/2024 | 3/21/2024 | +52.2%
|
| RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +12.3%
|
| HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -13.7%
|
| HUMA Humacyte | $5.48 +16.6% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | +52.2%
|
| PARA Paramount Global | $13.01 -0.3% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | +10.1%
|
| HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/21/2024 | -13.7%
|
| SQ Block | $69.78 -2.1% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/21/2024 | -17.0%
|
| SOFI SoFi Technologies | $7.11 +2.4% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/21/2024 | -4.4%
|
| INOD Innodata | $11.06 +2.6% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/21/2024 | +70.2%
|
| UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +3.7%
|
| AMD Advanced Micro Devices | $150.56 -0.9% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/18/2024 | -21.0%
|
| D Dominion Energy | $53.04 -0.1% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +9.3%
|
| LDOS Leidos | $146.09 -0.9% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +15.6%
|
| SAIC Science Applications International | $134.38 -0.5% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +4.7%
|
| NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +24.1%
|
| MELI MercadoLibre | $1,677.34 -1.0% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +11.9%
|
| AMD Advanced Micro Devices | $150.56 -0.9% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | -21.2%
|
| TSLA Tesla | $171.89 +2.0% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +5.1%
|
| ADBE Adobe | $483.11 +0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | -1.9%
|
| AAPL Apple | $186.28 +1.8% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +7.9%
|
| OCFC OceanFirst Financial | $15.58 -0.9% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +5.9%
|
| SHLS Shoals Technologies Group | $7.13 +2.7% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -39.7%
|
| DAVA Endava | $30.50 +0.0% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -16.8%
|
| DHI D.R. Horton | $146.84 -2.1% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -2.3%
|
| INTA Intapp | $36.63 -2.9% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +9.7%
|
| ADC Agree Realty | $60.10 -0.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +8.9%
|
| BNTX BioNTech | $92.72 +1.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -0.2%
|
| FOXF Fox Factory | $47.78 +0.6% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +1.0%
|
| ASML ASML | $917.24 -1.4% | Purchase $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -5.3%
|
| INTC Intel | $30.51 +2.2% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -29.4%
|
| CMCSA Comcast | $39.70 +1.0% | Sale (Full) $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -8.3%
|
| AAPL Apple | $186.28 +1.8% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | +8.9%
|
| ADI Analog Devices | $208.38 +0.6% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | +4.9%
|
| AMAT Applied Materials | $206.63 -1.5% | Purchase $50,001 - $100,000 | 4/24/2024 | 3/13/2024 | +3.0%
|
| ADBE Adobe | $483.11 +0.2% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/13/2024 | -15.8%
|
| QCOM QUALCOMM | $184.21 +1.2% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/13/2024 | +8.8%
|
| SSDOY Shiseido | $29.79 +2.8% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +6.4%
|
| TDG TransDigm Group | $1,280.56 -2.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +7.8%
|
| SNPS Synopsys | $557.39 +0.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -0.7%
|
| CRM Salesforce | $277.58 +0.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -8.9%
|
| ADBE Adobe | $483.11 +0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -15.8%
|
| ETN Eaton | $328.53 -0.6% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +9.4%
|
| MAR Marriott International | $237.50 -1.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -5.5%
|
| DASTY Dassault Systèmes | $40.91 -0.5% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -11.7%
|
| SQM Sociedad Química y Minera de Chile | $48.10 +2.8% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | -4.7%
|
| GLD SPDR Gold Shares | $216.26 -1.1% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | +7.5%
|
| CEF Sprott Physical Gold and Silver Trust | $21.88 -0.7% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | |
| AAPL Apple | $186.28 +1.8% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/12/2024 | +7.5%
|
| JPM JPMorgan Chase & Co. | $198.73 0.0% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | +4.7%
|
| CSX CSX | $34.52 +0.4% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/12/2024 | -8.7%
|
| TXN Texas Instruments | $187.82 +0.4% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | +7.4%
|
| ACN Accenture | $307.41 +0.4% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | -19.2%
|
| AESI Atlas Energy Solutions | $22.58 -0.6% | Sale $250,001 - $500,000 | 4/11/2024 | 3/12/2024 | +6.9%
|
| LSXMK The Liberty SiriusXM Group | $25.26 +2.3% | Sale (Partial) $15,001 - $50,000 | 4/11/2024 | 3/12/2024 | -15.6%
|
| PPG PPG Industries | $135.74 +0.3% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/12/2024 | -3.9%
|
| MELI MercadoLibre | $1,677.34 -1.0% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +8.5%
|
| TSM Taiwan Semiconductor Manufacturing | $146.41 -1.9% | Sale $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +1.4%
|
| BHP BHP Group | $57.19
| Sale $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +2.1%
|
| XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +8.1%
|
| EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +4.7%
|
| ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -5.6%
|
| XOM Exxon Mobil | $117.89 -0.1% | Sale $15,001 - $50,000 | 4/10/2024 | 3/11/2024 | +8.1%
|
| IBM International Business Machines | $167.53 +0.2% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/11/2024 | -12.6%
|
| ETRN Equitrans Midstream | $13.38 +2.1% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/11/2024 | +18.2%
|
| ILMN Illumina | $112.77 +2.0% | Sale $1,001 - $15,000 | 4/10/2024 | 3/11/2024 | -18.9%
|
| NGL NGL Energy Partners | $5.61 -2.1% | Sale $15,001 - $50,000 | 3/13/2024 | 3/11/2024 | -4.9%
|
| AMAT Applied Materials | $206.63 -1.5% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/8/2024 | +0.5%
|
| VZ Verizon Communications | $40.55 +0.4% | Purchase $1,001 - $15,000 | 4/17/2024 | 3/7/2024 | +2.6%
|
| HTGC Hercules Capital | $19.10 -4.0% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/7/2024 | +5.2%
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| CBZ CBIZ | $76.70 -0.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | +0.7%
|
| DHI D.R. Horton | $146.84 -2.1% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | -5.4%
|
| PWP Perella Weinberg Partners | $14.96 -1.7% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | +11.3%
|
| AAPL Apple | $186.28 +1.8% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/7/2024 | +10.2%
|
| NVDA NVIDIA | $903.99 +0.6% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/7/2024 | -2.4%
|
| ASC Ardmore Shipping | $21.12 +3.7% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/6/2024 | +33.2%
|
| JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -5.5%
|
| JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/5/2024 | -5.5%
|
| ICLN iShares Global Clean Energy ETF | $13.88 +0.3% | Purchase $50,001 - $100,000 | 3/29/2024 | 3/5/2024 | +0.1%
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| WFC Wells Fargo & Company | $61.28 -1.0% | Purchase $1,001 - $15,000 | 3/19/2024 | 3/5/2024 | +8.2%
|
| ASC Ardmore Shipping | $21.12 +3.7% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/4/2024 | +35.5%
|
| NVDA NVIDIA | $903.99 +0.6% | Sale $15,001 - $50,000 | 4/2/2024 | 3/4/2024 | +6.1%
|
| AMZN Amazon.com | $186.57 -0.5% | Purchase $0 - $1,000 | 3/26/2024 | 3/4/2024 | +5.1%
|
| T AT&T | $17.25 +0.5% | Purchase $0 - $1,000 | 3/26/2024 | 3/4/2024 | +2.7%
|
| HCA HCA Healthcare | $317.18 -2.9% | Sale $1,001 - $15,000 | 4/7/2024 | 3/1/2024 | +1.7%
|
| NYCB New York Community Bancorp | $3.70 +7.2% | Sale $1,001 - $15,000 | 4/4/2024 | 3/1/2024 | +4.2%
|
| WBA Walgreens Boots Alliance | $18.12 +5.4% | Sale $1,001 - $15,000 | 3/22/2024 | 3/1/2024 | -15.7%
|
| MSFT Microsoft | $413.72 -0.2% | Sale $100,001 - $250,000 | 3/8/2024 | 2/29/2024 | 0.0%
|
| FCX Freeport-McMoRan | $52.05 +0.9% | Sale $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | +37.6%
|
| V Visa | $279.32 -0.5% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -1.1%
|
| AAPL Apple | $186.28 +1.8% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +3.1%
|
| BA Boeing | $178.45 0.0% | Sale $1,001 - $15,000 | 3/12/2024 | 2/28/2024 | -13.8%
|