TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/21/2024 | -2.6%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/17/2024 | -5.6%
|
MMC Marsh & McLennan Companies | $208.88 -0.3% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/15/2024 | +1.3%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/15/2024 | -4.3%
|
PXD Pioneer Natural Resources | $269.62
| Exchange $100,001 - $250,000 | 6/7/2024 | 5/3/2024 | |
XOM Exxon Mobil | $109.15 -0.8% | Exchange $100,001 - $250,000 | 6/7/2024 | 5/3/2024 | -5.9%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +1.0%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +0.8%
|
LIN Linde | $436.95 -0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -5.9%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -9.2%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -9.2%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +7.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -12.3%
|
RTX RTX | $104.23 -0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +10.6%
|
UNH UnitedHealth Group | $497.12 0.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +0.8%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +21.6%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -10.7%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -2.9%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +0.1%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -9.0%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -21.1%
|
MMC Marsh & McLennan Companies | $208.88 -0.3% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +3.9%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +13.0%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +23.6%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +11.1%
|
COST Costco Wholesale | $855.67 +1.1% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +25.2%
|
VUZI Vuzix | $1.38 -0.7% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -35.8%
|
EXAS Exact Sciences | $41.88 -2.0% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -43.2%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | +0.5%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +0.5%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +1.1%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +17.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
|
LIN Linde | $436.95 -0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +6.8%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +18.9%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | -1.4%
|
RTX RTX | $104.23 -0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +27.3%
|
UNH UnitedHealth Group | $497.12 0.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -8.9%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +9.6%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +18.7%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | -9.1%
|
CCLD CareCloud | $2.29 -12.6% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +122.3%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -8.2%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -12.0%
|
MMC Marsh & McLennan Companies | $208.88 -0.3% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +6.9%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +18.8%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +29.3%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +39.3%
|
VOD Vodafone Group Public | $8.74 -0.1% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -9.7%
|
CMP Compass Minerals International | $11.52 -4.5% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -58.2%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | -4.5%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | -4.5%
|
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 | $41.18 -0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +21.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
|
UNH UnitedHealth Group | $497.12 0.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +3.4%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +6.4%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +5.2%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -4.4%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -13.4%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +6.4%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -9.1%
|
RTX RTX | $104.23 -0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +23.6%
|
MMC Marsh & McLennan Companies | $208.88 -0.3% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +9.9%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +15.3%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | -6.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +18.4%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +22.7%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | -5.8%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | -5.8%
|
UNH UnitedHealth Group | $497.12 0.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +3.0%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +32.5%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | -0.2%
|
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 | $73.06 -0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | -1.7%
|
RTX RTX | $104.23 -0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +6.4%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +14.7%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +14.7%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -17.9%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +1.6%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +26.5%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -8.0%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +0.7%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +18.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +34.8%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +40.2%
|
AHCO AdaptHealth | $11.33 -2.3% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -6.7%
|
AHCO AdaptHealth | $11.33 -2.3% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -6.7%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -10.0%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -10.0%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +42.3%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -3.4%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +22.1%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +22.1%
|
RTX RTX | $104.23 -0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +8.6%
|
UNH UnitedHealth Group | $497.12 0.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +3.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | -3.3%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +29.6%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -12.0%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | -5.5%
|
INTC Intel | $30.45 0.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +20.2%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | -0.3%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +10.0%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +11.9%
|
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 | $254.85 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.6%
|
ECL Ecolab | $239.96 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +55.0%
|
ACN Accenture | $286.72 +1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.7%
|
ADBE Adobe | $525.31 +14.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +41.8%
|
AMZN Amazon.com | $183.66 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +78.1%
|
AMT American Tower | $197.06 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -11.8%
|
BLK BlackRock | $769.45 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.3%
|
KO Coca-Cola | $62.55 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.0%
|
CMCSA Comcast | $37.44 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.9%
|
COST Costco Wholesale | $855.67 +1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +67.4%
|
DG Dollar General | $125.84 +1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -46.1%
|
EXAS Exact Sciences | $41.88 -2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -38.0%
|
HD Home Depot | $346.77 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.0%
|
HON Honeywell International | $208.53 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | 0.0%
|
CB Chubb | $259.38 -1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +14.0%
|
ICLR ICON Public | $313.33 -1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +35.8%
|
INTC Intel | $30.45 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.7%
|
ICE Intercontinental Exchange | $135.69 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +26.2%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -10.9%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +38.5%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +38.5%
|
LMT Lockheed Martin | $458.34 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -1.1%
|
LOW Lowe's Companies | $223.36 -1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.3%
|
MDT Medtronic | $81.04 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.2%
|
MSFT Microsoft | $442.57 +0.2% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +78.6%
|
MDLZ Mondelez International | $65.85 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.6%
|
NEE NextEra Energy | $73.06 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.1%
|
NVS Novartis | $105.72 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +16.7%
|
ORLY O'Reilly Automotive | $1,007.31 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +27.1%
|
PH Parker-Hannifin | $503.30 -4.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +54.4%
|
PSX Phillips 66 | $136.76 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +36.4%
|
PG Procter & Gamble | $166.82 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +17.2%
|
RTX RTX | $104.23 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.4%
|
RSG Republic Services | $188.67 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +51.2%
|
ROK Rockwell Automation | $254.39 -2.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -9.8%
|
CRM Salesforce | $231.89 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +38.1%
|
TXN Texas Instruments | $193.90 -1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +9.4%
|
TMO Thermo Fisher Scientific | $572.05 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.3%
|
TJX TJX Companies | $108.50 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +32.5%
|
V Visa | $270.66 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +17.6%
|
BA Boeing | $177.27 -1.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -16.8%
|
MSFT Microsoft | $442.57 +0.2% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +93.2%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -25.9%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -25.9%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -5.8%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +23.6%
|
ECL Ecolab | $239.96 -0.7% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +69.9%
|
HLT Hilton Worldwide | $210.32 -0.6% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +61.9%
|
ARCB ArcBest | $105.49 -2.6% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +44.6%
|
CCLD CareCloud | $2.29 -12.6% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $135.69 +1.4% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -2.2%
|
WYNN Wynn Resorts | $88.80 -1.9% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +8.9%
|
ADBE Adobe | $525.31 +14.5% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +59.8%
|
EXAS Exact Sciences | $41.88 -2.0% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -16.2%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -14.9%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +5.9%
|
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 | $497.12 0.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -7.6%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | -3.8%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +13.1%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +5.4%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +78.9%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -17.4%
|
INTC Intel | $30.45 0.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +2.1%
|
SHW Sherwin-Williams | $296.99 -1.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +24.1%
|
AMP Ameriprise Financial | $424.09 -0.7% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +30.2%
|
VFC V.F. | $13.64 -0.6% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -57.8%
|
CR Crane | $139.64 -3.8% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +34.2%
|
MMC Marsh & McLennan Companies | $208.88 -0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +23.0%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | -2.0%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +9.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +21.3%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +53.9%
|
JEPI JPMorgan Equity Premium Income ETF | $56.21 -0.2% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +7.6%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -24.2%
|
DGRO iShares Core Dividend Growth ETF | $57.22 -0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +28.7%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -24.2%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +44.9%
|
UNH UnitedHealth Group | $497.12 0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | -4.9%
|
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 | $73.06 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -15.1%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +27.7%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | -1.0%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +25.7%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +13.1%
|
JEPI JPMorgan Equity Premium Income ETF | $56.21 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +1.6%
|
ASML ASML | $1,027.90 -2.4% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +90.4%
|
PTC PTC | $173.50 -0.4% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +45.4%
|
CDNS Cadence Design Systems | $312.10 +1.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +63.6%
|
CTRA Coterra Energy | $26.74 -1.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -8.9%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +5.7%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | -10.5%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +23.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +68.0%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -5.8%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -17.3%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -17.3%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +34.6%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +9.4%
|
AGCO AGCO | $103.67 -1.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | -6.3%
|
RTX RTX | $104.23 -0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +16.4%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +26.8%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | -1.5%
|
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 | $109.15 -0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +8.7%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +21.9%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +22.3%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +67.1%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -18.4%
|
INTC Intel | $30.45 0.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -31.0%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +10.8%
|
EXAS Exact Sciences | $41.88 -2.0% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | -17.2%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +19.8%
|
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 | $286.72 +1.6% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | 0.0%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +62.3%
|
AHCO AdaptHealth | $11.33 -2.3% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -21.1%
|
IQV IQVIA | $212.75 -0.6% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -6.8%
|
MDLZ Mondelez International | $65.85 -0.4% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +3.4%
|
HON Honeywell International | $208.53 0.0% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +9.7%
|
AHCO AdaptHealth | $11.33 -2.3% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -32.0%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -23.0%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -23.0%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +23.6%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +1.0%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +9.8%
|
RTX RTX | $104.23 -0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +2.5%
|
UNH UnitedHealth Group | $497.12 0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | -1.6%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -10.9%
|
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 | $208.53 0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +14.4%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +12.4%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +27.9%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | -3.1%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +55.0%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -13.7%
|
INTC Intel | $30.45 0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -35.0%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | -13.0%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +24.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +14.1%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +30.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +4.3%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +4.3%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +30.8%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +56.8%
|
VUZI Vuzix | $1.38 -0.7% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -84.1%
|
MDT Medtronic | $81.04 -0.8% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -18.6%
|
ASXC Asensus Surgical | $0.33
| Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -70.8%
|
RTX RTX | $104.23 -0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +26.0%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -13.2%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -20.6%
|
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 | $497.12 0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +3.7%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -27.4%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +15.0%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +73.2%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +32.9%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -10.9%
|
HON Honeywell International | $208.53 0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | +2.5%
|
ARCB ArcBest | $105.49 -2.6% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -0.2%
|
INTC Intel | $30.45 0.0% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -37.6%
|
AGCO AGCO | $103.67 -1.7% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -11.6%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -18.9%
|
TJX TJX Companies | $108.50 +0.2% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +56.4%
|
PWR Quanta Services | $273.29 -1.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +132.5%
|
PH Parker-Hannifin | $503.30 -4.8% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +62.5%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $139.64 -3.8% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +39.5%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $172.35 +0.4% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +32.0%
|
FSK FS KKR Capital | $19.53 +0.2% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -8.0%
|
HLT Hilton Worldwide | $210.32 -0.6% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +54.4%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $79.35 -1.0% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -10.8%
|
FBND Fidelity Total Bond ETF | $45.44 +0.1% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -14.0%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +23.3%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +2.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -17.6%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +14.1%
|
V Visa | $270.66 -0.2% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +17.0%
|
ORLY O'Reilly Automotive | $1,007.31 +1.2% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +56.3%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +23.5%
|
ITW Illinois Tool Works | $235.17 -2.3% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +5.1%
|
FMAT Fidelity MSCI Materials Index ETF | $49.86 -1.2% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $152.57 -0.2% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +34.8%
|
BLK BlackRock | $769.45 0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -14.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +41.0%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.3%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.3%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.73 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -16.7%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +28.3%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +28.3%
|
DGRO iShares Core Dividend Growth ETF | $57.22 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +13.9%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +58.1%
|
RTX RTX | $104.23 -0.8% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +20.1%
|
MDT Medtronic | $81.04 -0.8% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -38.0%
|
ACN Accenture | $286.72 +1.6% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -16.4%
|
UNH UnitedHealth Group | $497.12 0.0% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +21.8%
|
SPY SPDR S&P 500 ETF Trust | $542.72 +0.0% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +25.0%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +3.1%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -13.7%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -19.0%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +6.4%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +48.9%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.0%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.0%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -15.5%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.73 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -18.0%
|
HON Honeywell International | $208.53 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -8.7%
|
UNH UnitedHealth Group | $497.12 0.0% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +17.3%
|
CDNS Cadence Design Systems | $312.10 +1.5% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +88.9%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +98.2%
|
ICLR ICON Public | $313.33 -1.4% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +19.9%
|
INTC Intel | $30.45 0.0% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -43.3%
|
IQV IQVIA | $212.75 -0.6% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -19.8%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -16.8%
|
PRGS Progress Software | $49.53 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.1%
|
PRGS Progress Software | $49.53 -1.0% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +6.1%
|
RTX RTX | $104.23 -0.8% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +23.3%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +3.1%
|
AHCO AdaptHealth | $11.33 -2.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -52.9%
|
CB Chubb | $259.38 -1.5% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +38.9%
|
COST Costco Wholesale | $855.67 +1.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +89.6%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +27.8%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +50.9%
|
MMC Marsh & McLennan Companies | $208.88 -0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +36.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | -11.4%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | +1.8%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.1%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.1%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.73 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -18.2%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +27.7%
|
AMZN Amazon.com | $183.66 -0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +10.4%
|
GOOGL Alphabet | $176.79 +0.9% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +31.2%
|
SPY SPDR S&P 500 ETF Trust | $542.72 +0.0% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +23.8%
|
FHLC Fidelity MSCI Health Care Index ETF | $68.59 -0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +3.8%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.1%
|
JEPI JPMorgan Equity Premium Income ETF | $56.21 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -8.9%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -6.2%
|
FDRR Fidelity Dividend ETF for Rising Rates | $48.38 -0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +13.5%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -14.7%
|
PTC PTC | $173.50 -0.4% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +18.4%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +57.3%
|
BSX Boston Scientific | $76.73 -0.3% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +76.1%
|
ADBE Adobe | $525.31 +14.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -14.2%
|
TMO Thermo Fisher Scientific | $572.05 -0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +11.2%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | -0.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
|
TIP iShares TIPS Bond ETF | $106.90 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -16.4%
|
TROW T. Rowe Price Group | $114.90 -0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -43.9%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.73 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -18.1%
|
BSX Boston Scientific | $76.73 -0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +77.0%
|
VUZI Vuzix | $1.38 -0.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -92.4%
|
MDT Medtronic | $81.04 -0.8% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -35.7%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +23.4%
|
DGRO iShares Core Dividend Growth ETF | $57.22 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +12.9%
|
ITW Illinois Tool Works | $235.17 -2.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +4.7%
|
HD Home Depot | $346.77 -0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +7.8%
|
FQAL Fidelity Quality Factor ETF | $61.20 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +23.2%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +9.9%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $13.31 +0.1% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -18.1%
|
DXCM DexCom | $115.95 +1.9% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +8.7%
|
DHR Danaher | $254.85 -0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -6.4%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +56.0%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +56.9%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +25.8%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -11.4%
|
HON Honeywell International | $208.53 0.0% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -4.7%
|
ASXC Asensus Surgical | $0.33
| Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -90.0%
|
ACN Accenture | $286.72 +1.6% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -2.7%
|
PSX Phillips 66 | $136.76 -0.7% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +51.9%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +67.0%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +67.0%
|
MASI Masimo | $135.69 +1.4% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -44.4%
|
MASI Masimo | $135.69 +1.4% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -44.4%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +14.4%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | -0.5%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +72.0%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +73.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
|
PTC PTC | $173.50 -0.4% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +30.6%
|
CDNS Cadence Design Systems | $312.10 +1.5% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +146.1%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +48.7%
|
PRGS Progress Software | $49.53 -1.0% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +11.0%
|
VUZI Vuzix | $1.38 -0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.7%
|
BSX Boston Scientific | $76.73 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +83.0%
|
IQV IQVIA | $212.75 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -10.1%
|
IQV IQVIA | $212.75 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -10.1%
|
IQV IQVIA | $212.75 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -10.1%
|
EXAS Exact Sciences | $41.88 -2.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -60.4%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $41.88 -2.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -60.4%
|
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 | $41.88 -2.0% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -60.4%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $11.33 -2.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -53.8%
|
AHCO AdaptHealth | $11.33 -2.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -53.8%
|
AHCO AdaptHealth | $11.33 -2.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -53.8%
|
EXAS Exact Sciences | $41.88 -2.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -60.4%
|
BSX Boston Scientific | $76.73 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +83.0%
|
VUZI Vuzix | $1.38 -0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.7%
|
ADBE Adobe | $525.31 +14.5% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | +6.8%
|
BSX Boston Scientific | $76.73 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +83.0%
|
VUZI Vuzix | $1.38 -0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.7%
|
FCX Freeport-McMoRan | $48.10 +0.2% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +10.2%
|
HON Honeywell International | $208.53 0.0% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -6.2%
|
ICLR ICON Public | $313.33 -1.4% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +40.9%
|
IQV IQVIA | $212.75 -0.6% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -7.7%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +1.1%
|
ORLY O'Reilly Automotive | $1,007.31 +1.2% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +83.8%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -2.7%
|
EMR Emerson Electric | $106.49 -1.9% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +13.0%
|
VUZI Vuzix | $1.38 -0.7% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -91.7%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +7.2%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | -0.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $45.55 -0.5% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +108.5%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +71.3%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +16.7%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +86.6%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +76.7%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +11.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +73.1%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +10.7%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $20.51 +0.1% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -25.7%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +104.4%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +26.6%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +110.2%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +148.0%
|
SU Suncor Energy | $36.59 -0.9% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +137.0%
|
BDX Becton, Dickinson and Company | $233.78 +0.8% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +0.4%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +22.5%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +18.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +146.7%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -4.4%
|
MMC Marsh & McLennan Companies | $208.88 -0.3% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +81.7%
|
ITW Illinois Tool Works | $235.17 -2.3% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +13.8%
|
BA Boeing | $177.27 -1.9% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +5.9%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -1.7%
|
MCD McDonald's | $253.62 0.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +10.6%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +101.8%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +23.9%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +195.0%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +115.5%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +40.2%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +24.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +164.8%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +28.4%
|
MMC Marsh & McLennan Companies | $208.88 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +82.3%
|
LOW Lowe's Companies | $223.36 -1.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.8%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +20.0%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +100.0%
|
JNJ Johnson & Johnson | $145.54 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -1.1%
|
ICE Intercontinental Exchange | $135.69 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +43.5%
|
INTC Intel | $30.45 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -38.6%
|
ICLR ICON Public | $313.33 -1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +68.0%
|
HON Honeywell International | $208.53 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +38.3%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.7%
|
EXAS Exact Sciences | $41.88 -2.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -56.6%
|
DG Dollar General | $125.84 +1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -33.8%
|
CR Crane | $139.64 -3.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +127.4%
|
COST Costco Wholesale | $855.67 +1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +161.2%
|
CMCSA Comcast | $37.44 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -14.0%
|
KO Coca-Cola | $62.55 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.0%
|
CB Chubb | $259.38 -1.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +95.9%
|
BLK BlackRock | $769.45 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +33.7%
|
AMP Ameriprise Financial | $424.09 -0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +171.3%
|
AMZN Amazon.com | $183.66 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +20.2%
|
V Visa | $270.66 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +37.5%
|
VFC V.F. | $13.64 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -77.6%
|
TJX TJX Companies | $108.50 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +108.3%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +46.8%
|
SU Suncor Energy | $36.59 -0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +117.2%
|
SHW Sherwin-Williams | $296.99 -1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +42.4%
|
CRM Salesforce | $231.89 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +21.4%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +11.1%
|
RSG Republic Services | $188.67 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +121.8%
|
RTX RTX | $104.23 -0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +70.6%
|
PG Procter & Gamble | $166.82 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +32.1%
|
PSX Phillips 66 | $136.76 -0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +111.7%
|
PH Parker-Hannifin | $503.30 -4.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +171.1%
|
ORLY O'Reilly Automotive | $1,007.31 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +123.6%
|
NVS Novartis | $105.72 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +24.8%
|
NEE NextEra Energy | $73.06 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +5.3%
|
MDLZ Mondelez International | $65.85 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +18.5%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +117.1%
|
MDT Medtronic | $81.04 -0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -16.0%
|
ICE Intercontinental Exchange | $135.69 +0.3% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +41.3%
|
XOM Exxon Mobil | $109.15 -0.8% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +150.3%
|
CARR Carrier Global | $64.35 +0.6% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +141.9%
|
OTIS Otis Worldwide | $97.13 -0.3% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +66.1%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +124.1%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +137.6%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +115.5%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +69.5%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +55.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +154.3%
|
TMO Thermo Fisher Scientific | $572.05 -0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +80.2%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +168.0%
|
ECL Ecolab | $239.96 -0.7% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +33.4%
|
DHR Danaher | $254.85 -0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +74.9%
|
BA Boeing | $177.27 -1.9% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +16.7%
|
BDX Becton, Dickinson and Company | $233.78 +0.8% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -5.5%
|
AMT American Tower | $197.06 +0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -24.1%
|
ADBE Adobe | $525.31 +14.5% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +64.8%
|
WMB Williams Companies | $41.18 -0.8% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $78.10 -0.8% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +220.6%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +79.9%
|
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 | $442.57 +0.2% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +183.9%
|
ACN Accenture | $286.72 +1.6% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +67.3%
|
AMZN Amazon.com | $183.66 -0.1% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +87.8%
|
HD Home Depot | $346.77 -0.3% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +77.6%
|
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 | $41.18 -0.8% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +188.9%
|
WBA Walgreens Boots Alliance | $15.55 +0.6% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -66.4%
|
NGL NGL Energy Partners | $5.18 +4.6% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -39.8%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.73
| Purchase $100,001 - $250,000 | 3/17/2020 | 2/27/2020 | -0.8%
|
BBBY Bed Bath & Beyond | $0.08
| Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -99.2%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +1.5%
|
EL Estée Lauder Companies | $113.90 -0.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -47.0%
|
ICE Intercontinental Exchange | $135.69 +0.3% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +40.1%
|
MDLZ Mondelez International | $65.85 -0.4% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +10.3%
|
NGL NGL Energy Partners | $5.18 +4.6% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -45.2%
|
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 | $5.93
| Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -56.2%
|
FSK FS KKR Capital | $19.53 +0.2% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -22.8%
|
SLB Schlumberger | $43.00 -1.8% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +18.8%
|
NGL NGL Energy Partners | $5.18 +4.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -48.0%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +11.4%
|
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -50.1%
|
DHR Danaher | $254.85 -0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +89.3%
|
COST Costco Wholesale | $855.67 +1.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +179.2%
|
AMZN Amazon.com | $183.66 -0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +104.7%
|
ADBE Adobe | $525.31 +14.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +80.8%
|
ICLR ICON Public | $313.33 -1.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +114.6%
|
LOW Lowe's Companies | $223.36 -1.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +98.8%
|
MDT Medtronic | $81.04 -0.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -23.8%
|
ORLY O'Reilly Automotive | $1,007.31 +1.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +129.5%
|
TMO Thermo Fisher Scientific | $572.05 -0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +95.2%
|
V Visa | $270.66 -0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +50.3%
|
HON Honeywell International | $208.53 0.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +15.8%
|
CVX Chevron | $152.57 -0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +30.3%
|
ACN Accenture | $286.72 +1.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +53.4%
|
BLK BlackRock | $769.45 0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +72.5%
|
TXN Texas Instruments | $193.90 -1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +47.0%
|
UTX United Technologies | $105.03 -1.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -23.2%
|
VFC V.F. | $13.64 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -85.1%
|
PG Procter & Gamble | $166.82 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +42.5%
|
MSFT Microsoft | $442.57 +0.2% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +212.5%
|
LMT Lockheed Martin | $458.34 0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +19.4%
|
DGRO iShares Core Dividend Growth ETF | $57.22 -0.1% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +45.8%
|
INTC Intel | $30.45 0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -42.6%
|
HD Home Depot | $346.77 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +47.2%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +56.2%
|
DEO Diageo | $131.59 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -18.8%
|
CR Crane | $139.64 -3.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +71.7%
|
CMCSA Comcast | $37.44 -0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -18.1%
|
CL Colgate-Palmolive | $94.63 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +37.9%
|
KO Coca-Cola | $62.55 +0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +17.1%
|
CB Chubb | $259.38 -1.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +67.0%
|
ROK Rockwell Automation | $254.39 -2.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +51.8%
|
JPM JPMorgan Chase & Co. | $193.78 +0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +60.3%
|
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -57.2%
|
FSK FS KKR Capital | $19.53 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -13.7%
|
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -55.8%
|
NGL NGL Energy Partners | $5.18 +4.6% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -60.5%
|
OKE ONEOK | $78.10 -0.8% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +13.3%
|
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -60.9%
|
CB Chubb | $259.38 -1.5% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +68.4%
|
KO Coca-Cola | $62.55 +0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +17.5%
|
CL Colgate-Palmolive | $94.63 -0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +34.4%
|
DHR Danaher | $254.85 -0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +84.3%
|
EL Estée Lauder Companies | $113.90 -0.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -37.5%
|
XOM Exxon Mobil | $109.15 -0.8% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +55.7%
|
HON Honeywell International | $208.53 0.0% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +28.1%
|
ICLR ICON Public | $313.33 -1.4% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +104.1%
|
INTC Intel | $30.45 0.0% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -34.8%
|
PG Procter & Gamble | $166.82 +0.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +44.0%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -62.4%
|
FSK FS KKR Capital | $19.53 +0.2% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -20.0%
|
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -62.4%
|
NGL NGL Energy Partners | $5.18 +4.6% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -64.7%
|
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -62.8%
|
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -62.5%
|
FSK FS KKR Capital | $19.53 +0.2% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -21.0%
|
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -63.0%
|
CLNC Colony Credit Real Estate | $5.93
| Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -64.7%
|
FSK FS KKR Capital | $19.53 +0.2% | 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 | $5.93
| Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |