LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +1.4%
|
LIN Linde | $443.18 -0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -4.6%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | +5.0%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | +5.0%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +2.7%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.2%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -15.2%
|
RTX RTX | $101.41 -0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +7.6%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +0.4%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +9.8%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -1.6%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +0.2%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +8.2%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -8.6%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -15.2%
|
MMC Marsh & McLennan Companies | $197.95 -1.7% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | -1.5%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +17.3%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +13.2%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +11.0%
|
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +6.7%
|
VUZI Vuzix | $1.32 -1.5% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -38.6%
|
EXAS Exact Sciences | $58.85 +0.1% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -20.2%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | +16.3%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +16.3%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +1.7%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +11.8%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.6%
|
LIN Linde | $443.18 -0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +8.3%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +7.4%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | -4.8%
|
RTX RTX | $101.41 -0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +23.9%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -9.2%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +18.4%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +22.5%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +0.1%
|
CCLD CareCloud | $1.08 +1.9% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +4.9%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -7.8%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -5.4%
|
MMC Marsh & McLennan Companies | $197.95 -1.7% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +1.3%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +23.3%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +18.4%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +39.1%
|
VOD Vodafone Group Public | $8.62 +0.1% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -11.0%
|
CMP Compass Minerals International | $13.04 +3.3% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -52.7%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | +10.5%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | +10.5%
|
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 | $39.26 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +15.6%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.6%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +3.1%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | -3.9%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +1.7%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +3.3%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -4.7%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +9.8%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -8.7%
|
RTX RTX | $101.41 -0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +20.3%
|
MMC Marsh & McLennan Companies | $197.95 -1.7% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +4.2%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +5.5%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +0.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +22.9%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +22.5%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | +9.0%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | +9.0%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +2.6%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +26.3%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | +0.4%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/21/2023 | +32.3%
|
ARGO Argo Group International | $29.99
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/20/2023 | +1.5%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | -11.3%
|
RTX RTX | $101.41 -0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +3.5%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +10.9%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +10.9%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -9.6%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +9.8%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +30.5%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -7.6%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +8.2%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +8.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +39.9%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +40.0%
|
AHCO AdaptHealth | $9.96 +4.0% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -18.0%
|
AHCO AdaptHealth | $9.96 +4.0% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -18.0%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | +4.1%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | +4.1%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +35.7%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -2.8%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +18.0%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +18.0%
|
RTX RTX | $101.41 -0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +5.6%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +3.2%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +47.7%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | -12.6%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +33.7%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -3.1%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | -5.2%
|
INTC Intel | $31.88 -9.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +25.9%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +7.1%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +0.6%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +16.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +28.6%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Sale $1,000,001 - $5,000,000 | 3/15/2023 | 2/1/2023 | +20.1%
|
DHR Danaher | $246.58 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -6.7%
|
ECL Ecolab | $221.10 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +42.8%
|
ACN Accenture | $308.01 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.4%
|
ADBE Adobe | $477.56 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +29.0%
|
AMZN Amazon.com | $179.62 +3.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +74.2%
|
AMT American Tower | $171.69 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -23.1%
|
BLK BlackRock | $762.88 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.5%
|
KO Coca-Cola | $61.74
| Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.7%
|
CMCSA Comcast | $38.57 +1.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.0%
|
COST Costco Wholesale | $729.18 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +42.7%
|
DG Dollar General | $142.07 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -39.2%
|
EXAS Exact Sciences | $58.85 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -12.8%
|
HD Home Depot | $335.09 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.4%
|
HON Honeywell International | $193.45 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -7.2%
|
CB Chubb | $245.45 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.9%
|
ICLR ICON Public | $308.31 +2.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +33.6%
|
INTC Intel | $31.88 -9.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +12.8%
|
ICE Intercontinental Exchange | $131.70 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +22.5%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -10.6%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +38.2%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +38.2%
|
LMT Lockheed Martin | $461.29 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.4%
|
LOW Lowe's Companies | $229.87 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.4%
|
MDT Medtronic | $79.74 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.7%
|
MSFT Microsoft | $406.32 +1.8% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +64.0%
|
MDLZ Mondelez International | $70.61 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.9%
|
NEE NextEra Energy | $65.99 -1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -11.6%
|
NVS Novartis | $97.44 -1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.5%
|
ORLY O'Reilly Automotive | $1,043.93 -1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +31.8%
|
PH Parker-Hannifin | $553.64 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +69.8%
|
PSX Phillips 66 | $151.41 -3.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +51.0%
|
PG Procter & Gamble | $161.29 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +13.3%
|
RTX RTX | $101.41 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.6%
|
RSG Republic Services | $191.92 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +53.8%
|
ROK Rockwell Automation | $280.12 +1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.7%
|
CRM Salesforce | $274.29 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +63.3%
|
TXN Texas Instruments | $177.48 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.2%
|
TMO Thermo Fisher Scientific | $573.60 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.6%
|
TJX TJX Companies | $96.36 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +17.7%
|
V Visa | $274.52 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +19.2%
|
BA Boeing | $167.22 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -21.5%
|
MSFT Microsoft | $406.32 +1.8% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +77.4%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -14.3%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -14.3%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -5.2%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +17.8%
|
ECL Ecolab | $221.10 +0.6% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +56.6%
|
HLT Hilton Worldwide | $202.12 -0.9% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +55.6%
|
ARCB ArcBest | $127.89 -7.4% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +75.3%
|
CCLD CareCloud | $1.08 +1.9% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $136.14 +0.7% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -1.9%
|
WYNN Wynn Resorts | $95.88 -0.7% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +17.6%
|
ADBE Adobe | $477.56 +0.9% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +45.3%
|
EXAS Exact Sciences | $58.85 +0.1% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +17.7%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -23.1%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +2.3%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +19.7%
|
RTN Return Energy | C$0.04 +40.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | |
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/15/2022 | +19.7%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -8.0%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +5.9%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +16.7%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +13.9%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +64.2%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -17.0%
|
INTC Intel | $31.88 -9.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +6.9%
|
SHW Sherwin-Williams | $306.45 +0.5% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +28.1%
|
AMP Ameriprise Financial | $410.01 -0.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +25.9%
|
VFC V.F. | $12.64 +0.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -60.9%
|
CR Crane | $144.35 +0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +38.7%
|
MMC Marsh & McLennan Companies | $197.95 -1.7% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +16.5%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +5.2%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | -0.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +25.9%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +53.7%
|
JEPI JPMorgan Equity Premium Income ETF | $56.28 +0.3% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +7.8%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -12.3%
|
DGRO iShares Core Dividend Growth ETF | $56.34 -0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +26.7%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -12.3%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +38.1%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | -5.3%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/16/2022 | +12.3%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/16/2022 | +12.3%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -23.3%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +23.4%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +9.0%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +29.7%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +22.2%
|
JEPI JPMorgan Equity Premium Income ETF | $56.28 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +1.7%
|
ASML ASML | $918.97 +2.0% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +70.3%
|
PTC PTC | $180.99 +0.6% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +51.7%
|
CDNS Cadence Design Systems | $282.41 +1.9% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +48.1%
|
CTRA Coterra Energy | $28.29 -0.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -3.6%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | -3.2%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | -3.8%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +27.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +67.7%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.8%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -4.4%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -4.4%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +28.3%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +10.1%
|
AGCO AGCO | $116.61 -0.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | +5.4%
|
RTX RTX | $101.41 -0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +13.3%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +22.5%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | -11.1%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/14/2022 | +1.6%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/14/2022 | +1.6%
|
CERN Cerner | $94.92
| Sale $15,001 - $50,000 | 7/15/2022 | 6/10/2022 | |
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +17.4%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +34.2%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +26.2%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +53.4%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -18.1%
|
INTC Intel | $31.88 -9.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -27.7%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +1.4%
|
EXAS Exact Sciences | $58.85 +0.1% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +16.4%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +24.3%
|
MTBC CareCloud | | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | -100.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +42.0%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +7.4%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +62.1%
|
AHCO AdaptHealth | $9.96 +4.0% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -30.6%
|
IQV IQVIA | $234.88 +0.4% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | +2.9%
|
MDLZ Mondelez International | $70.61 -0.3% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +10.9%
|
HON Honeywell International | $193.45 +0.2% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +1.7%
|
AHCO AdaptHealth | $9.96 +4.0% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -40.2%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -10.9%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -10.9%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +17.9%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +1.7%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +6.1%
|
RTX RTX | $101.41 -0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | -0.3%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | -2.0%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -19.5%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.2%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.2%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.2%
|
HON Honeywell International | $193.45 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +6.2%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +16.0%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +38.2%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +6.7%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +42.3%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -13.4%
|
INTC Intel | $31.88 -9.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -31.9%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | -6.5%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +28.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +4.4%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +30.2%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +24.6%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +20.7%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +20.7%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +31.7%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +49.5%
|
VUZI Vuzix | $1.32 -1.5% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -84.8%
|
MDT Medtronic | $79.74 +0.6% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -19.9%
|
ASXC Asensus Surgical | $0.25 +4.2% | Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -78.0%
|
RTX RTX | $101.41 -0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +22.6%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -16.1%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -28.3%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.5%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.5%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +3.3%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -20.1%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +18.7%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +87.2%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +22.0%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -10.5%
|
HON Honeywell International | $193.45 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | -4.9%
|
ARCB ArcBest | $127.89 -7.4% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +21.0%
|
INTC Intel | $31.88 -9.2% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -34.6%
|
AGCO AGCO | $116.61 -0.9% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -0.6%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -12.9%
|
TJX TJX Companies | $96.36 -0.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +38.9%
|
PWR Quanta Services | $261.66 +2.5% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +122.6%
|
PH Parker-Hannifin | $553.64 +0.8% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +78.8%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $144.35 +0.3% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +44.2%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $149.88 +1.6% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +14.8%
|
FSK FS KKR Capital | $19.33 +0.5% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -8.9%
|
HLT Hilton Worldwide | $202.12 -0.9% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +48.4%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $78.53 +1.3% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -11.7%
|
FBND Fidelity Total Bond ETF | $44.09 +0.3% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -16.6%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +27.9%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | -6.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -18.4%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +13.9%
|
V Visa | $274.52 -0.2% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +18.6%
|
ORLY O'Reilly Automotive | $1,043.93 -1.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +62.0%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +24.3%
|
ITW Illinois Tool Works | $248.28 +0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +11.0%
|
FMAT Fidelity MSCI Materials Index ETF | $50.31 +0.7% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $165.89 +0.4% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +46.6%
|
BLK BlackRock | $762.88 +0.7% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -15.5%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +40.6%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -17.2%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -17.2%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.32 +0.3% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -18.7%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +48.4%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +48.4%
|
DGRO iShares Core Dividend Growth ETF | $56.34 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +12.1%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +50.8%
|
RTX RTX | $101.41 -0.3% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +16.9%
|
MDT Medtronic | $79.74 +0.6% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -39.0%
|
ACN Accenture | $308.01 -0.3% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -10.2%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +21.4%
|
SPY SPDR S&P 500 ETF Trust | $508.26 +0.9% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +17.1%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.2%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | -0.4%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -22.0%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -10.8%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +9.8%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +36.7%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.9%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.9%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -15.2%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.32 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -19.9%
|
HON Honeywell International | $193.45 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -15.3%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +16.9%
|
CDNS Cadence Design Systems | $282.41 +1.9% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +71.0%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +114.2%
|
ICLR ICON Public | $308.31 +2.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +18.0%
|
INTC Intel | $31.88 -9.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -40.7%
|
IQV IQVIA | $234.88 +0.4% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -11.4%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -16.5%
|
PRGS Progress Software | $50.34 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.9%
|
PRGS Progress Software | $50.34 -0.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +7.9%
|
RTX RTX | $101.41 -0.3% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +20.0%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | -5.6%
|
AHCO AdaptHealth | $9.96 +4.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -58.6%
|
CB Chubb | $245.45 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +31.5%
|
COST Costco Wholesale | $729.18 +1.0% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +61.6%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +28.6%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +56.6%
|
MMC Marsh & McLennan Companies | $197.95 -1.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +28.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | -4.8%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | -6.8%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -18.0%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -18.0%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.32 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -20.1%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +27.5%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +8.0%
|
GOOGL Alphabet | $171.95 +10.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +27.6%
|
SPY SPDR S&P 500 ETF Trust | $508.26 +0.9% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +15.9%
|
FHLC Fidelity MSCI Health Care Index ETF | $65.87 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -0.3%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -19.0%
|
JEPI JPMorgan Equity Premium Income ETF | $56.28 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -8.8%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -15.3%
|
FDRR Fidelity Dividend ETF for Rising Rates | $45.38 +0.8% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +6.4%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -6.1%
|
PTC PTC | $180.99 +0.6% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +23.5%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +44.4%
|
BSX Boston Scientific | $73.17 -0.1% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +67.9%
|
ADBE Adobe | $477.56 +0.9% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -22.0%
|
TMO Thermo Fisher Scientific | $573.60 +0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +11.5%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | -8.6%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.1%
|
TIP iShares TIPS Bond ETF | $105.78 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -17.3%
|
TROW T. Rowe Price Group | $114.02 +4.8% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -44.4%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.32 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -20.0%
|
BSX Boston Scientific | $73.17 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +68.8%
|
VUZI Vuzix | $1.32 -1.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -92.7%
|
MDT Medtronic | $79.74 +0.6% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -36.8%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +23.2%
|
DGRO iShares Core Dividend Growth ETF | $56.34 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +11.1%
|
ITW Illinois Tool Works | $248.28 +0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +10.5%
|
HD Home Depot | $335.09 +0.9% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +4.2%
|
FQAL Fidelity Quality Factor ETF | $56.84 +0.8% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +14.4%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +13.4%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $12.60 +0.5% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -22.5%
|
DXCM DexCom | $124.34 -9.9% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +16.5%
|
DHR Danaher | $246.58 +0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -9.4%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +80.6%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +49.6%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +25.6%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -11.0%
|
HON Honeywell International | $193.45 +0.2% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -11.6%
|
ASXC Asensus Surgical | $0.25 +4.2% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -92.5%
|
ACN Accenture | $308.01 -0.3% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +4.5%
|
PSX Phillips 66 | $151.41 -3.7% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +68.2%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +53.3%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +53.3%
|
MASI Masimo | $136.14 +0.7% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -44.2%
|
MASI Masimo | $136.14 +0.7% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -44.2%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +10.5%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | -10.1%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +58.0%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +88.0%
|
PXD Pioneer Natural Resources | $268.87 -2.3% | Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.3%
|
PTC PTC | $180.99 +0.6% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +36.2%
|
CDNS Cadence Design Systems | $282.41 +1.9% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +122.7%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +54.4%
|
PRGS Progress Software | $50.34 -0.7% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +12.8%
|
VUZI Vuzix | $1.32 -1.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -92.1%
|
BSX Boston Scientific | $73.17 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +74.5%
|
IQV IQVIA | $234.88 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -0.8%
|
IQV IQVIA | $234.88 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -0.8%
|
IQV IQVIA | $234.88 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -0.8%
|
EXAS Exact Sciences | $58.85 +0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -44.3%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $58.85 +0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -44.3%
|
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 | $58.85 +0.1% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -44.3%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $9.96 +4.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.4%
|
AHCO AdaptHealth | $9.96 +4.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.4%
|
AHCO AdaptHealth | $9.96 +4.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.4%
|
EXAS Exact Sciences | $58.85 +0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -44.3%
|
BSX Boston Scientific | $73.17 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +74.5%
|
VUZI Vuzix | $1.32 -1.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -92.1%
|
ADBE Adobe | $477.56 +0.9% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | -2.9%
|
BSX Boston Scientific | $73.17 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +74.5%
|
VUZI Vuzix | $1.32 -1.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -92.1%
|
FCX Freeport-McMoRan | $50.50 +2.2% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +15.7%
|
HON Honeywell International | $193.45 +0.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -13.0%
|
ICLR ICON Public | $308.31 +2.7% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +38.6%
|
IQV IQVIA | $234.88 +0.4% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +1.9%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -8.7%
|
ORLY O'Reilly Automotive | $1,043.93 -1.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +90.5%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +7.2%
|
EMR Emerson Electric | $109.89 +0.3% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +16.6%
|
VUZI Vuzix | $1.32 -1.5% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -92.0%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | -1.9%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +6.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $52.71 +0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +141.2%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +63.3%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +12.8%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +71.3%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +91.0%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +19.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +79.7%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +1.3%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $19.43 +1.4% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -29.6%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +94.9%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +22.3%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +93.0%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +168.0%
|
SU Suncor Energy | $39.41 -0.1% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +155.2%
|
BDX Becton, Dickinson and Company | $231.55 +0.5% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | -0.6%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +12.1%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +27.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +156.0%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -13.6%
|
MMC Marsh & McLennan Companies | $197.95 -1.7% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +72.2%
|
ITW Illinois Tool Works | $248.28 +0.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +20.2%
|
BA Boeing | $167.22 +0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -0.1%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -1.3%
|
MCD McDonald's | $273.09 -0.9% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +19.1%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +92.5%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +19.7%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +218.8%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +97.8%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +28.3%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +33.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +174.9%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +37.9%
|
MMC Marsh & McLennan Companies | $197.95 -1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +72.7%
|
LOW Lowe's Companies | $229.87 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +54.2%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +20.7%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +99.7%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -0.7%
|
ICE Intercontinental Exchange | $131.70 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +39.3%
|
INTC Intel | $31.88 -9.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -35.7%
|
ICLR ICON Public | $308.31 +2.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +65.3%
|
HON Honeywell International | $193.45 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +28.3%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +25.3%
|
EXAS Exact Sciences | $58.85 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -38.9%
|
DG Dollar General | $142.07 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -25.2%
|
CR Crane | $144.35 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +135.1%
|
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +122.6%
|
CMCSA Comcast | $38.57 +1.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -11.5%
|
KO Coca-Cola | $61.74
| Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +27.4%
|
CB Chubb | $245.45 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +85.4%
|
BLK BlackRock | $762.88 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +32.6%
|
AMP Ameriprise Financial | $410.01 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +162.3%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +17.6%
|
V Visa | $274.52 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +39.4%
|
VFC V.F. | $12.64 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -79.2%
|
TJX TJX Companies | $96.36 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +85.0%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +34.3%
|
SU Suncor Energy | $39.41 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +133.9%
|
SHW Sherwin-Williams | $306.45 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +47.0%
|
CRM Salesforce | $274.29 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +43.6%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.3%
|
RSG Republic Services | $191.92 -0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +125.7%
|
RTX RTX | $101.41 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +66.0%
|
PG Procter & Gamble | $161.29 -0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +27.7%
|
PSX Phillips 66 | $151.41 -3.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +134.4%
|
PH Parker-Hannifin | $553.64 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +198.2%
|
ORLY O'Reilly Automotive | $1,043.93 -1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +131.8%
|
NVS Novartis | $97.44 -1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +15.0%
|
NEE NextEra Energy | $65.99 -1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -4.9%
|
MDLZ Mondelez International | $70.61 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +27.0%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +99.3%
|
MDT Medtronic | $79.74 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -17.3%
|
ICE Intercontinental Exchange | $131.70 -0.1% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +37.1%
|
XOM Exxon Mobil | $117.96 -2.8% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +170.5%
|
CARR Carrier Global | $60.50 +1.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +127.4%
|
OTIS Otis Worldwide | $92.20 -0.9% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +57.7%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +113.7%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +118.1%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +132.9%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +55.1%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +67.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +164.0%
|
TMO Thermo Fisher Scientific | $573.60 +0.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +80.7%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +146.0%
|
ECL Ecolab | $221.10 +0.6% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +22.9%
|
DHR Danaher | $246.58 +0.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +69.2%
|
BA Boeing | $167.22 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +10.1%
|
BDX Becton, Dickinson and Company | $231.55 +0.5% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -6.4%
|
AMT American Tower | $171.69 -0.7% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -33.9%
|
ADBE Adobe | $477.56 +0.9% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +49.8%
|
WMB Williams Companies | $39.26 -0.5% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $81.06 -0.4% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +232.8%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +64.7%
|
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 | $406.32 +1.8% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +160.7%
|
ACN Accenture | $308.01 -0.3% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +79.8%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +83.7%
|
HD Home Depot | $335.09 +0.9% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +71.7%
|
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 | $39.26 -0.5% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +175.5%
|
WBA Walgreens Boots Alliance | $17.70 +0.6% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -61.7%
|
NGL NGL Energy Partners | $5.76 -2.2% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -33.1%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.78 +0.0% | Purchase $100,001 - $250,000 | 3/17/2020 | 2/27/2020 | -0.7%
|
BBBY Bed Bath & Beyond | $0.08
| Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -99.2%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +5.3%
|
EL Estée Lauder Companies | $147.45 +1.7% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -31.4%
|
ICE Intercontinental Exchange | $131.70 -0.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +36.0%
|
MDLZ Mondelez International | $70.61 -0.3% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +18.3%
|
NGL NGL Energy Partners | $5.76 -2.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -39.0%
|
QSY WisdomTree U.S. Quality Shareholder Yield Fund | | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -100.0%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -52.7%
|
FSK FS KKR Capital | $19.33 +0.5% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -23.5%
|
SLB Schlumberger | $49.20 -0.5% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +35.9%
|
NGL NGL Energy Partners | $5.76 -2.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -42.2%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +15.6%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -46.1%
|
DHR Danaher | $246.58 +0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +83.1%
|
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +137.9%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +100.2%
|
ADBE Adobe | $477.56 +0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +64.4%
|
ICLR ICON Public | $308.31 +2.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +111.2%
|
LOW Lowe's Companies | $229.87 0.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +104.6%
|
MDT Medtronic | $79.74 +0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -25.0%
|
ORLY O'Reilly Automotive | $1,043.93 -1.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +137.8%
|
TMO Thermo Fisher Scientific | $573.60 +0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +95.8%
|
V Visa | $274.52 -0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +52.5%
|
HON Honeywell International | $193.45 +0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +7.4%
|
CVX Chevron | $165.89 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +41.6%
|
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +64.8%
|
BLK BlackRock | $762.88 +0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +71.0%
|
TXN Texas Instruments | $177.48 +1.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +34.6%
|
UTX United Technologies | $101.41 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -25.9%
|
VFC V.F. | $12.64 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -86.2%
|
PG Procter & Gamble | $161.29 -0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +37.8%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +186.9%
|
LMT Lockheed Martin | $461.29 -0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +20.1%
|
DGRO iShares Core Dividend Growth ETF | $56.34 -0.1% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +43.5%
|
INTC Intel | $31.88 -9.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -39.9%
|
HD Home Depot | $335.09 +0.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +42.2%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +68.8%
|
DEO Diageo | $138.64 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -14.4%
|
CR Crane | $144.35 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +77.5%
|
CMCSA Comcast | $38.57 +1.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -15.6%
|
CL Colgate-Palmolive | $91.01 +1.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +32.7%
|
KO Coca-Cola | $61.74
| Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +15.6%
|
CB Chubb | $245.45 -0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +58.0%
|
ROK Rockwell Automation | $280.12 +1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +67.2%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +60.0%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -53.8%
|
FSK FS KKR Capital | $19.33 +0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -14.5%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -52.3%
|
NGL NGL Energy Partners | $5.76 -2.2% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -56.0%
|
OKE ONEOK | $81.06 -0.4% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +17.6%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -57.8%
|
CB Chubb | $245.45 -0.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +59.4%
|
KO Coca-Cola | $61.74
| Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +16.0%
|
CL Colgate-Palmolive | $91.01 +1.9% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +29.2%
|
DHR Danaher | $246.58 +0.3% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +78.3%
|
EL Estée Lauder Companies | $147.45 +1.7% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -19.1%
|
XOM Exxon Mobil | $117.96 -2.8% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +68.3%
|
HON Honeywell International | $193.45 +0.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +18.8%
|
ICLR ICON Public | $308.31 +2.7% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +100.8%
|
INTC Intel | $31.88 -9.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -31.7%
|
PG Procter & Gamble | $161.29 -0.8% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +39.2%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -59.4%
|
FSK FS KKR Capital | $19.33 +0.5% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -20.8%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -59.4%
|
NGL NGL Energy Partners | $5.76 -2.2% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -60.8%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -59.9%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -59.6%
|
FSK FS KKR Capital | $19.33 +0.5% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -21.8%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -60.0%
|
CLNC Colony Credit Real Estate | $6.40 +1.1% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -61.9%
|
FSK FS KKR Capital | $19.33 +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 | $6.40 +1.1% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |