LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +3.4%
|
LIN Linde | $434.78 +0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -6.4%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -0.6%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -0.6%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +3.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -13.7%
|
RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +12.3%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +3.7%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +24.1%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -5.6%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +4.7%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +8.1%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -5.5%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -15.4%
|
MMC Marsh & McLennan Companies | $205.55
| Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +2.3%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +16.6%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +19.7%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +14.0%
|
COST Costco Wholesale | $775.15 -1.5% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +13.5%
|
VUZI Vuzix | $1.34 +11.7% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -37.7%
|
EXAS Exact Sciences | $55.59 +3.9% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -24.6%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | +10.1%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +10.1%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +3.8%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +12.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
|
LIN Linde | $434.78 +0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +6.3%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +21.4%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | -3.1%
|
RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +29.2%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -6.2%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +18.3%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +28.0%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | -3.9%
|
CCLD CareCloud | $2.32 +84.1% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +125.2%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -4.6%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -5.6%
|
MMC Marsh & McLennan Companies | $205.55
| Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +5.2%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +22.6%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +25.3%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +42.9%
|
VOD Vodafone Group Public | $8.77 +0.8% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -9.4%
|
CMP Compass Minerals International | $12.46 +0.6% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -54.8%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | +4.6%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | +4.6%
|
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 | $39.66 +0.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +16.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +6.5%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +8.7%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +3.4%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +3.3%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -8.5%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +14.7%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -5.5%
|
RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +25.5%
|
MMC Marsh & McLennan Companies | $205.55
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +8.2%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +11.7%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | 0.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +22.2%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +25.8%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | +3.2%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | +3.2%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +6.0%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +27.6%
|
LMT Lockheed Martin | $470.56 +0.4% | 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 | $74.58 +1.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +0.3%
|
RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +8.0%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +12.8%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +12.8%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -13.2%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +9.7%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +36.4%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -4.4%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +8.0%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +15.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +39.1%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +43.8%
|
AHCO AdaptHealth | $9.50 -1.8% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -21.8%
|
AHCO AdaptHealth | $9.50 -1.8% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -21.8%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -1.4%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -1.4%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +37.1%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -0.8%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +20.1%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +20.1%
|
RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +10.2%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +6.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | -1.2%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +39.7%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -7.0%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | -1.8%
|
INTC Intel | $30.51 +2.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +20.5%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +6.9%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +6.5%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +15.5%
|
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 | $251.62 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.8%
|
ECL Ecolab | $231.75 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +49.7%
|
ACN Accenture | $307.41 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.2%
|
ADBE Adobe | $483.11 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +30.5%
|
AMZN Amazon.com | $186.57 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +80.9%
|
AMT American Tower | $185.00 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -17.2%
|
BLK BlackRock | $790.33 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.1%
|
KO Coca-Cola | $63.58 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.7%
|
CMCSA Comcast | $39.70 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.9%
|
COST Costco Wholesale | $775.15 -1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +51.7%
|
DG Dollar General | $137.93 -2.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -41.0%
|
EXAS Exact Sciences | $55.59 +3.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -17.7%
|
HD Home Depot | $340.99 -1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +5.2%
|
HON Honeywell International | $203.80 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.2%
|
CB Chubb | $254.54 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.9%
|
ICLR ICON Public | $309.51 -1.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +34.2%
|
INTC Intel | $30.51 +2.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +8.0%
|
ICE Intercontinental Exchange | $133.74 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +24.4%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -7.5%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +42.0%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +42.0%
|
LMT Lockheed Martin | $470.56 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.6%
|
LOW Lowe's Companies | $232.98 -0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.9%
|
MDT Medtronic | $83.52 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.2%
|
MSFT Microsoft | $413.72 -0.2% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +67.0%
|
MDLZ Mondelez International | $71.76 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +9.7%
|
NEE NextEra Energy | $74.58 +1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.1%
|
NVS Novartis | $102.26 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +12.8%
|
ORLY O'Reilly Automotive | $1,012.75 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +27.8%
|
PH Parker-Hannifin | $551.38 -1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +69.1%
|
PSX Phillips 66 | $145.04 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +44.6%
|
PG Procter & Gamble | $165.87 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +16.5%
|
RTX RTX | $105.81 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.0%
|
RSG Republic Services | $188.23 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +50.8%
|
ROK Rockwell Automation | $268.92 -1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.6%
|
CRM Salesforce | $277.58 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +65.3%
|
TXN Texas Instruments | $187.82 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.0%
|
TMO Thermo Fisher Scientific | $590.70 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.6%
|
TJX TJX Companies | $98.75 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.6%
|
V Visa | $279.32 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +21.3%
|
BA Boeing | $178.45 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -16.2%
|
MSFT Microsoft | $413.72 -0.2% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +80.6%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -18.9%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -18.9%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -3.3%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +19.0%
|
ECL Ecolab | $231.75 -0.8% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +64.1%
|
HLT Hilton Worldwide | $206.04 -1.0% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +58.6%
|
ARCB ArcBest | $116.94 -0.4% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +60.3%
|
CCLD CareCloud | $2.32 +84.1% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $116.16 -4.6% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -16.3%
|
WYNN Wynn Resorts | $97.99 +1.7% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +20.1%
|
ADBE Adobe | $483.11 +0.2% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +46.9%
|
EXAS Exact Sciences | $55.59 +3.9% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +11.2%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -13.1%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +4.1%
|
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 | $511.74 -0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -4.9%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +1.7%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +21.9%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +13.9%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +67.2%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -14.1%
|
INTC Intel | $30.51 +2.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +2.3%
|
SHW Sherwin-Williams | $315.98 -1.5% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +32.1%
|
AMP Ameriprise Financial | $431.94 -0.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +32.6%
|
VFC V.F. | $12.81 +3.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -60.4%
|
CR Crane | $142.36 -1.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +36.8%
|
MMC Marsh & McLennan Companies | $205.55
| Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +21.0%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +5.0%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +5.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +25.2%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +57.9%
|
JEPI JPMorgan Equity Premium Income ETF | $57.05 -0.1% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +9.2%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -17.0%
|
DGRO iShares Core Dividend Growth ETF | $57.77
| Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +29.9%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -17.0%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +39.5%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | -2.1%
|
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 | $74.58 +1.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -13.3%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +25.6%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +4.6%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +35.5%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +22.2%
|
JEPI JPMorgan Equity Premium Income ETF | $57.05 -0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +3.1%
|
ASML ASML | $917.24 -1.4% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +69.9%
|
PTC PTC | $179.12 -0.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +50.1%
|
CDNS Cadence Design Systems | $284.46 -1.1% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +49.1%
|
CTRA Coterra Energy | $27.98 -0.4% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -4.7%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +2.4%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | -4.0%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +27.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +72.3%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.5%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -9.5%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -9.5%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +29.6%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +12.3%
|
AGCO AGCO | $116.25 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | +5.1%
|
RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +18.2%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +24.7%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | +0.5%
|
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 | $117.89 -0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +17.4%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +28.8%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +31.9%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +56.2%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -15.2%
|
INTC Intel | $30.51 +2.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -30.8%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +7.3%
|
EXAS Exact Sciences | $55.59 +3.9% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +10.0%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +23.6%
|
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 | $307.41 +0.4% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +7.2%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +66.5%
|
AHCO AdaptHealth | $9.50 -1.8% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -33.8%
|
IQV IQVIA | $229.04 -2.2% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | +0.4%
|
MDLZ Mondelez International | $71.76 +0.8% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +12.7%
|
HON Honeywell International | $203.80 +0.4% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +7.2%
|
AHCO AdaptHealth | $9.50 -1.8% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -42.9%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -15.6%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -15.6%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +19.1%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +3.7%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +8.0%
|
RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +4.0%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | +1.3%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -9.0%
|
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 | $203.80 +0.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +11.8%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +21.2%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +38.1%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +2.4%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +44.9%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -10.4%
|
INTC Intel | $30.51 +2.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -34.8%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | -6.7%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +28.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +10.5%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +33.7%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +14.2%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +14.2%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +34.3%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +51.0%
|
VUZI Vuzix | $1.34 +11.7% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -84.6%
|
MDT Medtronic | $83.52 +0.8% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -16.1%
|
ASXC Asensus Surgical | $0.26 -3.7% | Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -76.7%
|
RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +27.9%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -14.7%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -18.9%
|
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 | $511.74 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +6.7%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -23.3%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +24.0%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +87.1%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +24.2%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -7.4%
|
HON Honeywell International | $203.80 +0.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | +0.1%
|
ARCB ArcBest | $116.94 -0.4% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +10.6%
|
INTC Intel | $30.51 +2.2% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -37.5%
|
AGCO AGCO | $116.25 +0.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -0.9%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -13.1%
|
TJX TJX Companies | $98.75 -0.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +42.4%
|
PWR Quanta Services | $265.43 -2.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +125.8%
|
PH Parker-Hannifin | $551.38 -1.7% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +78.1%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $142.36 -1.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +42.2%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $154.27 +0.5% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +18.1%
|
FSK FS KKR Capital | $19.97 +0.5% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -5.9%
|
HLT Hilton Worldwide | $206.04 -1.0% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +51.3%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $80.09 +0.0% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -9.9%
|
FBND Fidelity Total Bond ETF | $44.73 +0.1% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -15.4%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +27.2%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | -0.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -18.2%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +17.0%
|
V Visa | $279.32 -0.5% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +20.7%
|
ORLY O'Reilly Automotive | $1,012.75 -0.6% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +57.2%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +26.8%
|
ITW Illinois Tool Works | $250.29 0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +11.9%
|
FMAT Fidelity MSCI Materials Index ETF | $51.78 0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $164.56 -0.8% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +45.4%
|
BLK BlackRock | $790.33 -0.8% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -12.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +41.0%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -17.0%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -17.0%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.51 +0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -17.8%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.5%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.5%
|
DGRO iShares Core Dividend Growth ETF | $57.77
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +15.0%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +52.3%
|
RTX RTX | $105.81 -0.5% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +22.0%
|
MDT Medtronic | $83.52 +0.8% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -36.1%
|
ACN Accenture | $307.41 +0.4% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -10.4%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +25.4%
|
SPY SPDR S&P 500 ETF Trust | $520.91 +0.0% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +20.0%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +1.4%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -11.9%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -14.4%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +14.7%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +39.2%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.6%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.6%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -12.2%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.51 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -19.0%
|
HON Honeywell International | $203.80 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -10.8%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +20.8%
|
CDNS Cadence Design Systems | $284.46 -1.1% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +72.2%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +114.0%
|
ICLR ICON Public | $309.51 -1.9% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +18.5%
|
INTC Intel | $30.51 +2.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -43.2%
|
IQV IQVIA | $229.04 -2.2% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -13.6%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -13.5%
|
PRGS Progress Software | $50.86 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +9.0%
|
PRGS Progress Software | $50.86 -0.2% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +9.0%
|
RTX RTX | $105.81 -0.5% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +25.2%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | -0.1%
|
AHCO AdaptHealth | $9.50 -1.8% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -60.5%
|
CB Chubb | $254.54 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +36.4%
|
COST Costco Wholesale | $775.15 -1.5% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +71.8%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +31.2%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +55.7%
|
MMC Marsh & McLennan Companies | $205.55
| Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +33.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | -5.0%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | -1.4%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.7%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.7%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.51 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -19.2%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +30.9%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +12.1%
|
GOOGL Alphabet | $169.14 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +25.5%
|
SPY SPDR S&P 500 ETF Trust | $520.91 +0.0% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +18.8%
|
FHLC Fidelity MSCI Health Care Index ETF | $67.56 -0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +2.2%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.8%
|
JEPI JPMorgan Equity Premium Income ETF | $57.05 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -7.6%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -4.3%
|
FDRR Fidelity Dividend ETF for Rising Rates | $46.59 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +9.3%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -9.8%
|
PTC PTC | $179.12 -0.5% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +22.3%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +47.0%
|
BSX Boston Scientific | $72.81 -1.2% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +67.1%
|
ADBE Adobe | $483.11 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -21.1%
|
TMO Thermo Fisher Scientific | $590.70 -0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +14.9%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | -3.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
|
TIP iShares TIPS Bond ETF | $106.09 +0.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -17.1%
|
TROW T. Rowe Price Group | $112.67 +1.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -45.0%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.51 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -19.2%
|
BSX Boston Scientific | $72.81 -1.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +67.9%
|
VUZI Vuzix | $1.34 +11.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -92.6%
|
MDT Medtronic | $83.52 +0.8% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -33.8%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +26.5%
|
DGRO iShares Core Dividend Growth ETF | $57.77
| Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +14.0%
|
ITW Illinois Tool Works | $250.29 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +11.4%
|
HD Home Depot | $340.99 -1.6% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +6.0%
|
FQAL Fidelity Quality Factor ETF | $58.35 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +17.5%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +18.5%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $13.08 +0.5% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -19.5%
|
DXCM DexCom | $124.95 -1.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +17.1%
|
DHR Danaher | $251.62 -0.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -7.6%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +70.9%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +51.1%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +29.0%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -7.9%
|
HON Honeywell International | $203.80 +0.4% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -6.8%
|
ASXC Asensus Surgical | $0.26 -3.7% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -92.0%
|
ACN Accenture | $307.41 +0.4% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +4.3%
|
PSX Phillips 66 | $145.04 -0.4% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +61.1%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +56.1%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +56.1%
|
MASI Masimo | $116.16 -4.6% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -52.4%
|
MASI Masimo | $116.16 -4.6% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -52.4%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +12.5%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | +1.6%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +60.8%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +87.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
|
PTC PTC | $179.12 -0.5% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +34.8%
|
CDNS Cadence Design Systems | $284.46 -1.1% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +124.3%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +53.5%
|
PRGS Progress Software | $50.86 -0.2% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +14.0%
|
VUZI Vuzix | $1.34 +11.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.9%
|
BSX Boston Scientific | $72.81 -1.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +73.7%
|
IQV IQVIA | $229.04 -2.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.3%
|
IQV IQVIA | $229.04 -2.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.3%
|
IQV IQVIA | $229.04 -2.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.3%
|
EXAS Exact Sciences | $55.59 +3.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -47.4%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $55.59 +3.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -47.4%
|
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 | $55.59 +3.9% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -47.4%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $9.50 -1.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -61.3%
|
AHCO AdaptHealth | $9.50 -1.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -61.3%
|
AHCO AdaptHealth | $9.50 -1.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -61.3%
|
EXAS Exact Sciences | $55.59 +3.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -47.4%
|
BSX Boston Scientific | $72.81 -1.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +73.7%
|
VUZI Vuzix | $1.34 +11.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.9%
|
ADBE Adobe | $483.11 +0.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | -1.7%
|
BSX Boston Scientific | $72.81 -1.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +73.7%
|
VUZI Vuzix | $1.34 +11.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.9%
|
FCX Freeport-McMoRan | $52.05 +0.9% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +19.3%
|
HON Honeywell International | $203.80 +0.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -8.3%
|
ICLR ICON Public | $309.51 -1.9% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +39.2%
|
IQV IQVIA | $229.04 -2.2% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -0.7%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +3.2%
|
ORLY O'Reilly Automotive | $1,012.75 -0.6% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +84.8%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +2.9%
|
EMR Emerson Electric | $114.82 -0.6% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +21.9%
|
VUZI Vuzix | $1.34 +11.7% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -91.9%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +3.9%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +6.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $49.88 -0.5% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +128.3%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +65.0%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +14.7%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +74.5%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +90.9%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +19.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +78.7%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +7.3%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $19.93 +0.2% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -27.8%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +96.9%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +24.5%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +96.5%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +167.9%
|
SU Suncor Energy | $39.64 -1.1% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +156.7%
|
BDX Becton, Dickinson and Company | $236.95 +0.5% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +1.7%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +18.6%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +27.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +154.6%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -2.4%
|
MMC Marsh & McLennan Companies | $205.55
| Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +78.8%
|
ITW Illinois Tool Works | $250.29 0.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +21.1%
|
BA Boeing | $178.45 0.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +6.6%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +2.1%
|
MCD McDonald's | $271.36 -1.3% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +18.3%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +94.4%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +21.8%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +218.6%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +101.5%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +35.8%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +33.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +173.3%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +37.7%
|
MMC Marsh & McLennan Companies | $205.55
| Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +79.3%
|
LOW Lowe's Companies | $232.98 -0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +56.2%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +23.2%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +105.1%
|
JNJ Johnson & Johnson | $151.24 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +2.8%
|
ICE Intercontinental Exchange | $133.74 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.5%
|
INTC Intel | $30.51 +2.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -38.5%
|
ICLR ICON Public | $309.51 -1.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +65.9%
|
HON Honeywell International | $203.80 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +35.2%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +27.5%
|
EXAS Exact Sciences | $55.59 +3.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -42.3%
|
DG Dollar General | $137.93 -2.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -27.4%
|
CR Crane | $142.36 -1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +131.8%
|
COST Costco Wholesale | $775.15 -1.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +136.6%
|
CMCSA Comcast | $39.70 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -8.9%
|
KO Coca-Cola | $63.58 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +31.1%
|
CB Chubb | $254.54 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +92.3%
|
BLK BlackRock | $790.33 -0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +37.4%
|
AMP Ameriprise Financial | $431.94 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +176.3%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.1%
|
V Visa | $279.32 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.9%
|
VFC V.F. | $12.81 +3.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -78.9%
|
TJX TJX Companies | $98.75 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +89.6%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +42.2%
|
SU Suncor Energy | $39.64 -1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +135.3%
|
SHW Sherwin-Williams | $315.98 -1.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +51.5%
|
CRM Salesforce | $277.58 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +45.4%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +17.4%
|
RSG Republic Services | $188.23 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +121.3%
|
RTX RTX | $105.81 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +73.2%
|
PG Procter & Gamble | $165.87 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +31.3%
|
PSX Phillips 66 | $145.04 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +124.6%
|
PH Parker-Hannifin | $551.38 -1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +197.0%
|
ORLY O'Reilly Automotive | $1,012.75 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +124.8%
|
NVS Novartis | $102.26 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +20.7%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +7.5%
|
MDLZ Mondelez International | $71.76 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.1%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +103.0%
|
MDT Medtronic | $83.52 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -13.4%
|
ICE Intercontinental Exchange | $133.74 -0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +39.2%
|
XOM Exxon Mobil | $117.89 -0.1% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +170.3%
|
CARR Carrier Global | $64.33 -1.8% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +141.8%
|
OTIS Otis Worldwide | $96.60 -0.5% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +65.2%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +115.9%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +122.1%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +132.8%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +64.1%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +67.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +162.5%
|
TMO Thermo Fisher Scientific | $590.70 -0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +86.1%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +150.5%
|
ECL Ecolab | $231.75 -0.8% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +28.9%
|
DHR Danaher | $251.62 -0.7% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +72.7%
|
BA Boeing | $178.45 0.0% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +17.5%
|
BDX Becton, Dickinson and Company | $236.95 +0.5% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -4.2%
|
AMT American Tower | $185.00 +0.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -28.7%
|
ADBE Adobe | $483.11 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +51.6%
|
WMB Williams Companies | $39.66 +0.1% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $80.60 +0.7% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +230.9%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +74.3%
|
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 | $413.72 -0.2% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +165.4%
|
ACN Accenture | $307.41 +0.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +79.4%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +90.8%
|
HD Home Depot | $340.99 -1.6% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +74.7%
|
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 | $39.66 +0.1% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +178.3%
|
WBA Walgreens Boots Alliance | $18.12 +5.4% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -60.8%
|
NGL NGL Energy Partners | $5.61 -2.1% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -34.8%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.69
| Purchase $100,001 - $250,000 | 3/17/2020 | 2/27/2020 | -0.9%
|
BBBY Bed Bath & Beyond | $0.08
| Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -99.2%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +4.7%
|
EL Estée Lauder Companies | $134.73 +2.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -37.3%
|
ICE Intercontinental Exchange | $133.74 -0.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +38.1%
|
MDLZ Mondelez International | $71.76 +0.8% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +20.2%
|
NGL NGL Energy Partners | $5.61 -2.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -40.6%
|
QSY WisdomTree U.S. Quality Shareholder Yield Fund | $63.37 +0.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -33.1%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -55.6%
|
FSK FS KKR Capital | $19.97 +0.5% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -21.0%
|
SLB Schlumberger | $48.75 +0.5% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +34.7%
|
NGL NGL Energy Partners | $5.61 -2.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -43.7%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +14.9%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -49.4%
|
DHR Danaher | $251.62 -0.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +86.9%
|
COST Costco Wholesale | $775.15 -1.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +152.9%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +107.9%
|
ADBE Adobe | $483.11 +0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +66.3%
|
ICLR ICON Public | $309.51 -1.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +112.0%
|
LOW Lowe's Companies | $232.98 -0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +107.4%
|
MDT Medtronic | $83.52 +0.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -21.5%
|
ORLY O'Reilly Automotive | $1,012.75 -0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +130.7%
|
TMO Thermo Fisher Scientific | $590.70 -0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +101.6%
|
V Visa | $279.32 -0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +55.1%
|
HON Honeywell International | $203.80 +0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +13.2%
|
CVX Chevron | $164.56 -0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +40.5%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +64.5%
|
BLK BlackRock | $790.33 -0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +77.2%
|
TXN Texas Instruments | $187.82 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +42.4%
|
UTX United Technologies | $105.80 -0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -22.7%
|
VFC V.F. | $12.81 +3.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -86.0%
|
PG Procter & Gamble | $165.87 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +41.7%
|
MSFT Microsoft | $413.72 -0.2% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +192.1%
|
LMT Lockheed Martin | $470.56 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +22.6%
|
DGRO iShares Core Dividend Growth ETF | $57.77
| Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +47.2%
|
INTC Intel | $30.51 +2.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -42.4%
|
HD Home Depot | $340.99 -1.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +44.7%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +68.7%
|
DEO Diageo | $142.58 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -12.0%
|
CR Crane | $142.36 -1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +75.1%
|
CMCSA Comcast | $39.70 +1.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -13.2%
|
CL Colgate-Palmolive | $94.47 -0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +37.7%
|
KO Coca-Cola | $63.58 +0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +19.0%
|
CB Chubb | $254.54 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +63.9%
|
ROK Rockwell Automation | $268.92 -1.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +60.5%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +64.4%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -56.6%
|
FSK FS KKR Capital | $19.97 +0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -11.7%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -55.2%
|
NGL NGL Energy Partners | $5.61 -2.1% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -57.2%
|
OKE ONEOK | $80.60 +0.7% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +17.0%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -60.4%
|
CB Chubb | $254.54 -0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +65.3%
|
KO Coca-Cola | $63.58 +0.5% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +19.4%
|
CL Colgate-Palmolive | $94.47 -0.7% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +34.1%
|
DHR Danaher | $251.62 -0.7% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +81.9%
|
EL Estée Lauder Companies | $134.73 +2.1% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -26.1%
|
XOM Exxon Mobil | $117.89 -0.1% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +68.2%
|
HON Honeywell International | $203.80 +0.4% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +25.2%
|
ICLR ICON Public | $309.51 -1.9% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +101.6%
|
INTC Intel | $30.51 +2.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -34.7%
|
PG Procter & Gamble | $165.87 -0.6% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +43.2%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -61.9%
|
FSK FS KKR Capital | $19.97 +0.5% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -18.2%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -61.9%
|
NGL NGL Energy Partners | $5.61 -2.1% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -61.8%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -62.3%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -62.0%
|
FSK FS KKR Capital | $19.97 +0.5% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -19.2%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -62.5%
|
CLNC Colony Credit Real Estate | $6.01 -0.5% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -64.2%
|
FSK FS KKR Capital | $19.97 +0.5% | 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 | $6.01 -0.5% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |