AAPL Apple | $169.30 -0.3% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | -6.3%
|
V Visa | $274.52 -0.2% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -2.8%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | -1.9%
|
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +4.9%
|
CCI Crown Castle | $93.58 -0.7% | Sale $1,001 - $15,000 | 12/28/2023 | 12/28/2023 | -19.4%
|
BABA Alibaba Group | $75.55 +0.6% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -2.2%
|
AMT American Tower | $171.69 -0.7% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -21.0%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $21.30 +0.3% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +0.3%
|
NVDA NVIDIA | $877.35 +6.2% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +92.8%
|
T AT&T | $16.75 +1.0% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +2.8%
|
MPW Medical Properties Trust | $4.51 -1.1% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -17.4%
|
LOW Lowe's Companies | $229.87 0.0% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +18.3%
|
BNS Bank of Nova Scotia | $46.56 +0.7% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +8.6%
|
AAPL Apple | $169.30 -0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | -2.7%
|
MSFT Microsoft | $406.32 +1.8% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +17.4%
|
ARCC Ares Capital | $20.78 +0.7% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +8.3%
|
WBD Warner Bros. Discovery | $8.11 -2.2% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -19.5%
|
CMG Chipotle Mexican Grill | $3,186.97 +2.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +64.1%
|
MCD McDonald's | $273.09 -0.9% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +4.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $21.30 +0.3% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +10.2%
|
T AT&T | $16.75 +1.0% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +8.8%
|
SNOW Snowflake | $158.13 +3.7% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +8.9%
|
CCI Crown Castle | $93.58 -0.7% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +0.6%
|
VZ Verizon Communications | $39.68 +1.2% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +13.0%
|
CMG Chipotle Mexican Grill | $3,186.97 +2.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +64.1%
|
ET Energy Transfer | $15.96 +0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +21.4%
|
WBD Warner Bros. Discovery | $8.11 -2.2% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -18.4%
|
PG Procter & Gamble | $161.29 -0.8% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +7.5%
|
LMT Lockheed Martin | $461.29 -0.8% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +1.5%
|
BP BP | $39.47 -0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +7.9%
|
ARCC Ares Capital | $20.78 +0.7% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +9.6%
|
WBD Warner Bros. Discovery | $8.11 -2.2% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -21.1%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +26.7%
|
NVDA NVIDIA | $877.35 +6.2% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +95.5%
|
AI C3.ai | $22.83 +3.0% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -27.4%
|
AMLP Alerian MLP ETF | $47.52 +0.3% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +14.0%
|
AGAE Allied Gaming & Entertainment | $0.80 -1.2% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -20.3%
|
MA Mastercard | $462.42 +0.1% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +17.6%
|
WBD Warner Bros. Discovery | $8.11 -2.2% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -36.5%
|
KO Coca-Cola | $61.74
| Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +1.3%
|
IBM International Business Machines | $167.13 -1.1% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +18.2%
|
DBRG DigitalBridge Group | $16.78 -1.6% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | +8.9%
|
ARCC Ares Capital | $20.78 +0.7% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +7.4%
|
KD Kyndryl | $19.49 -3.2% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +47.4%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $21.30 +0.3% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -7.0%
|
CRM Salesforce | $274.29 +0.4% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +20.3%
|
ARCC Ares Capital | $20.78 +0.7% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +8.3%
|
NVDA NVIDIA | $877.35 +6.2% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +107.9%
|
DFS Discover Financial Services | $127.70 +1.6% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +8.9%
|
MDT Medtronic | $79.74 +0.6% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -9.6%
|
LULU Lululemon Athletica | $364.70 +1.3% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -4.7%
|
AMT American Tower | $171.69 -0.7% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | -11.6%
|
VZ Verizon Communications | $39.68 +1.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +2.0%
|
MCD McDonald's | $273.09 -0.9% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +8.8%
|
DBRG DigitalBridge Group | $16.78 -1.6% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -17.9%
|
NVDA NVIDIA | $877.35 +6.2% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +454.0%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +45.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $21.30 +0.3% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -15.9%
|
NVDA NVIDIA | $877.35 +6.2% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +230.8%
|
AAPL Apple | $169.30 -0.3% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +5.8%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +45.0%
|
MPW Medical Properties Trust | $4.51 -1.1% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -77.9%
|
QQQ Invesco QQQ | $431.00 +1.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +17.5%
|
BNS Bank of Nova Scotia | $46.56 +0.7% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -36.4%
|
D Dominion Energy | $50.45 -1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -37.5%
|
PG Procter & Gamble | $161.29 -0.8% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -0.4%
|
DTE DTE Energy | $109.52 -1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | -7.7%
|
CARR Carrier Global | $60.50 +1.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +24.0%
|
NEE NextEra Energy | $65.99 -1.4% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -20.1%
|
XLE Energy Select Sector SPDR Fund | $95.74 -0.9% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +47.8%
|
AEE Ameren | $73.66 -1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -15.9%
|
BNS Bank of Nova Scotia | $46.56 +0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -36.9%
|
WES Western Midstream Partners | $35.87 0.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +50.0%
|
TDC Teradata | $37.67 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -11.9%
|
OTIS Otis Worldwide | $92.20 -0.9% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +9.9%
|
MDLZ Mondelez International | $70.61 -0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +4.8%
|
KYN Kayne Anderson Energy Infrastructure Fund | $9.76 -0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +20.2%
|
JNJ Johnson & Johnson | $146.14 -0.5% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -12.5%
|
EPD Enterprise Products Partners | $29.06 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +20.4%
|
ET Energy Transfer | $15.96 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +64.5%
|
CMCSA Comcast | $38.57 +1.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -23.1%
|
DTM DT Midstream | $64.04 -0.9% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +24.0%
|
EIX Edison International | $70.14 -1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +10.0%
|
TSM Taiwan Semiconductor Manufacturing | $138.30 +1.3% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +17.1%
|
COST Costco Wholesale | $729.18 +1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +38.4%
|
KR Kroger | $55.49 -0.8% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +33.1%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $21.30 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -19.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $21.30 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -18.6%
|
AAPL Apple | $169.30 -0.3% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +13.6%
|
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +23.0%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +35.3%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +36.9%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +12.2%
|
QQQ Invesco QQQ | $431.00 +1.5% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +16.8%
|
QQQ Invesco QQQ | $431.00 +1.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +16.8%
|
NVDA NVIDIA | $877.35 +6.2% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +344.2%
|
KR Kroger | $55.49 -0.8% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +45.8%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.28 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -20.9%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.28 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -20.9%
|
BNS Bank of Nova Scotia | $46.56 +0.7% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -28.4%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.28 +0.4% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -20.8%
|
BABA Alibaba Group | $75.55 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -64.1%
|
T AT&T | $16.75 +1.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -42.2%
|
MO Altria Group | $43.38 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -12.3%
|
CCI Crown Castle | $93.58 -0.7% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -48.9%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +9.8%
|
NVDA NVIDIA | $877.35 +6.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +511.3%
|
CCI Crown Castle | $93.58 -0.7% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -49.1%
|
CCI Crown Castle | $93.58 -0.7% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -49.1%
|
CCI Crown Castle | $93.58 -0.7% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -49.1%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +8.5%
|
NVDA NVIDIA | $877.35 +6.2% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +511.3%
|
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +61.3%
|
CCI Crown Castle | $93.58 -0.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -50.1%
|
LOW Lowe's Companies | $229.87 0.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +15.4%
|
ARCC Ares Capital | $20.78 +0.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +6.8%
|
T AT&T | $16.75 +1.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -44.0%
|
AI C3.ai | $22.83 +3.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -63.2%
|
KO Coca-Cola | $61.74
| Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +14.3%
|
CRM Salesforce | $274.29 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +19.0%
|
LOW Lowe's Companies | $229.87 0.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +14.1%
|
AMT American Tower | $171.69 -0.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -28.9%
|
TSM Taiwan Semiconductor Manufacturing | $138.30 +1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +21.5%
|
LOW Lowe's Companies | $229.87 0.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +29.3%
|
NIO NIO | $4.49 +8.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -92.2%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $179.62 +3.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $165.66 +1.4% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $9.83 -0.5% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -35.2%
|
REZI Resideo Technologies | $19.88 +0.4% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $179.62 +3.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $44.07 +1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $198.39 -0.6% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +183.4%
|
OXY Occidental Petroleum | $67.78 -0.1% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -4.8%
|
COST Costco Wholesale | $729.18 +1.0% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $175.58 -0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $121.74 +0.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $210.94 -0.8% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $308.01 -0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $2.30 -5.7% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $96.36 -0.1% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $151.14 +0.6% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +20.8%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $79.74 +0.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $75.73 +0.2% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $101.34 -0.1% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +41.4%
|
PPL PPL | $27.02 -1.0% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $427.57 +1.8% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $179.62 +3.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $733.51 +1.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $462.42 +0.1% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $165.66 +1.4% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $526.78 -2.5% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $193.45 +0.2% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $119.97 -1.6% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $173.69 +10.0% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $107.53 +0.6% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $36.90 +0.2% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $95.88 -0.7% | Sale $1,001 - $15,000 | 2/26/2018 | 2/8/2018 | |
COL Rockwell Collins | $141.04
| Purchase $1,001 - $15,000 | 2/6/2018 | 2/5/2018 | |
HON Honeywell International | $193.45 +0.2% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +36.4%
|
WMT Walmart | $60.16 -0.1% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $95.88 -0.7% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $406.32 +1.8% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $96.36 -0.1% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $151.14 +0.6% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $88.25 +0.5% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $39.68 +1.2% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $274.52 -0.2% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $462.42 +0.1% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $146.14 -0.5% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $162.35 +0.7% | Sale $50,001 - $100,000 | 8/7/2017 | 7/10/2017 | |
ETP Energy Transfer Partners | $21.47
| Sale $15,001 - $50,000 | 8/7/2017 | 7/10/2017 | |
VZ Verizon Communications | $39.68 +1.2% | Purchase $1,001 - $15,000 | 6/28/2017 | 6/27/2017 | |
MIK Michaels Companies | $21.97
| Sale $1,001 - $15,000 | 4/26/2018 | 6/12/2017 | |
MIK Michaels Companies | $21.97
| Purchase $1,001 - $15,000 | 6/12/2017 | 6/6/2017 | |
AFSI AmTrust Financial Services | $14.75
| Sale $1,001 - $15,000 | 4/26/2018 | 5/31/2017 | |
PAYX Paychex | $119.97 -1.6% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $161.29 -0.8% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $461.29 -0.8% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $443.29 +0.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $17.87 -1.1% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $196.23 -0.9% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $2.30 -5.7% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $173.69 +10.0% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $3,186.97 +2.4% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $49.20 -0.5% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $193.49 +0.1% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $273.09 -0.9% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $167.22 +0.2% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $60.16 -0.1% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $41.11 +0.5% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $822.44 -1.0% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $39.68 +1.2% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/4/2016 | |
VSM Versum Materials | $52.99
| Exchange $1,001 - $15,000 | 5/10/2018 | 10/3/2016 | |
KEY KeyCorp | $14.70 +0.6% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $462.42 +0.1% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $406.32 +1.8% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $3,186.97 +2.4% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $101.34 -0.1% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $175.58 -0.6% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $39.68 +1.2% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $121.74 +0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $80.00 +0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $14.67 +1.1% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $47.52 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $32.62 -0.8% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $67.18 -0.2% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $3,186.97 +2.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $14.67 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $83.49 +1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $27.02 -1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $101.34 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $160.20 +0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN (TLN) | $14.00
| Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $165.89 +0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $151.20 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $67.18 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $151.20 -1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $167.22 +0.2% | Sale $1,001 - $15,000 | 5/18/2016 | 8/19/2015 | |
AGN Allergan | $193.02
| Purchase $15,001 - $50,000 | 5/18/2016 | 8/12/2015 | |
IWN iShares Russell 2000 Value ETF | $151.14 +0.6% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $151.14 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
DOW DOW | $57.29 +1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $929.26 -2.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $393.33 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $67.18 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/27/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 7/22/2015 | |
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $243.07 -1.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $236.08 +0.4% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $32.62 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $17.87 -1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $32.62 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $127.70 +1.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $173.69 +10.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $165.66 +1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $127.70 +1.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $175.58 -0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $146.14 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $729.18 +1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $67.18 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
VZ Verizon Communications | $39.68 +1.2% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $3,186.97 +2.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +417.8%
|
CMG Chipotle Mexican Grill | $3,186.97 +2.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +417.8%
|
CHKP Check Point Software Technologies | $151.20 -1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $67.18 -0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $169.30 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/24/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/17/2015 | |
GOOG Alphabet | $173.69 +10.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $57.29 +1.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $48.83 +1.2% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $929.26 -2.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $136.47 +2.2% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $101.41 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $156.11 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $56.43 -1.4% | Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ESRX Express Scripts | $92.33
| Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ACT Enact | $29.95 +0.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $160.20 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $137.74 +1.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $32.62 -0.8% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $36.90 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
LPT Liberty Property Trust | $61.95
| Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
NSRGY Nestlé | $101.34 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $156.11 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
SUSQ Susquehanna Bancshares | | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
TJX TJX Companies | $96.36 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $543.30 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $167.13 -1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $19.13 +0.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $167.22 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
AFSI AmTrust Financial Services | $14.75
| Purchase $1,001 - $15,000 | 5/14/2015 | 1/21/2014 | |
UNH UnitedHealth Group | $495.35 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $136.47 +2.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $37.32 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $127.70 +1.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $282.41 +1.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 8/16/2013 | |
SAPE SAPE | | Sale $1,001 - $15,000 | 5/14/2015 | 8/9/2013 | |
BCE BCE | $32.62 -0.8% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $70.83 -0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $14.70 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/10/2013 | |
WLL Whiting Petroleum | $68.03
| Purchase $1,001 - $15,000 | 5/14/2015 | 5/2/2013 | |
EMR Emerson Electric | $109.89 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $167.13 -1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
AAPL Apple | $169.30 -0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $231.55 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/16/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
BHP BHP Group | $56.43 -1.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
WCRX (WCRX) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/8/2013 | |
PNC The PNC Financial Services Group | $156.11 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $73.39 +0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |