LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +2.5%
|
LIN Linde | $427.71 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -7.9%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | +0.7%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | +0.7%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +2.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -14.3%
|
RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +10.3%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +2.0%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +21.2%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -4.0%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +2.7%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +6.5%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -6.9%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -14.1%
|
MMC Marsh & McLennan Companies | $203.58 -0.1% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +1.3%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +14.5%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +17.3%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +12.2%
|
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +11.7%
|
VUZI Vuzix | $1.28 +2.4% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -40.5%
|
EXAS Exact Sciences | $59.48 -3.1% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -19.4%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | +11.6%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +11.6%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +2.8%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +12.0%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
|
LIN Linde | $427.71 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +4.5%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +18.6%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | -3.7%
|
RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +27.0%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -7.8%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +16.6%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +25.6%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | -2.2%
|
CCLD CareCloud | $1.08 +1.9% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +4.9%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -6.1%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -4.2%
|
MMC Marsh & McLennan Companies | $203.58 -0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +4.1%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +20.4%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +22.7%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +40.7%
|
VOD Vodafone Group Public | $8.46 -0.4% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -12.6%
|
CMP Compass Minerals International | $13.49 +1.0% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -51.1%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | +6.0%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | +6.0%
|
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 | $39.32 +0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +15.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +4.7%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +6.1%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +2.8%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +1.8%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -6.9%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +12.6%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -6.9%
|
RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +23.3%
|
MMC Marsh & McLennan Companies | $203.58 -0.1% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +7.1%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +9.4%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +1.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +20.0%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +23.8%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | +4.6%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | +4.6%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +4.3%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +26.5%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | +1.5%
|
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 | $72.84 +1.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | -2.0%
|
RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +6.1%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +12.1%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +12.1%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -11.7%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +8.1%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +33.8%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -5.8%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +9.6%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +12.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +36.6%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +41.5%
|
AHCO AdaptHealth | $9.69 -0.7% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -20.2%
|
AHCO AdaptHealth | $9.69 -0.7% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -20.2%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -0.1%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -0.1%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +35.9%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -1.7%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +19.3%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +19.3%
|
RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +8.3%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +4.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | -3.5%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +37.1%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -5.4%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | -3.3%
|
INTC Intel | $30.00 -2.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +18.4%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +8.5%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +4.3%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +13.4%
|
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 | $249.58 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -5.6%
|
ECL Ecolab | $233.34 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +50.7%
|
ACN Accenture | $311.99 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.8%
|
ADBE Adobe | $488.10 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +31.8%
|
AMZN Amazon.com | $188.00 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +82.3%
|
AMT American Tower | $181.33 +0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -18.8%
|
BLK BlackRock | $778.33 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.5%
|
KO Coca-Cola | $62.85 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.5%
|
CMCSA Comcast | $39.05 +1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.8%
|
COST Costco Wholesale | $763.41 -1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +49.4%
|
DG Dollar General | $137.53 -1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -41.1%
|
EXAS Exact Sciences | $59.48 -3.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -11.9%
|
HD Home Depot | $338.70 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.5%
|
HON Honeywell International | $198.05 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -5.0%
|
CB Chubb | $251.61 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.6%
|
ICLR ICON Public | $311.75 -0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +35.1%
|
INTC Intel | $30.00 -2.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.2%
|
ICE Intercontinental Exchange | $133.39 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +24.0%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -8.9%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +39.8%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +39.8%
|
LMT Lockheed Martin | $466.27 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.6%
|
LOW Lowe's Companies | $232.07 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.4%
|
MDT Medtronic | $81.56 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.6%
|
MSFT Microsoft | $410.54 +0.3% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +65.7%
|
MDLZ Mondelez International | $70.43 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.6%
|
NEE NextEra Energy | $72.84 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.4%
|
NVS Novartis | $99.62 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +9.9%
|
ORLY O'Reilly Automotive | $1,020.34 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +28.8%
|
PH Parker-Hannifin | $554.67 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +70.1%
|
PSX Phillips 66 | $146.94 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +46.5%
|
PG Procter & Gamble | $165.05 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +15.9%
|
RTX RTX | $104.01 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.2%
|
RSG Republic Services | $187.34 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +50.1%
|
ROK Rockwell Automation | $273.54 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.0%
|
CRM Salesforce | $278.85 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +66.0%
|
TXN Texas Instruments | $183.95 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.8%
|
TMO Thermo Fisher Scientific | $573.64 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.6%
|
TJX TJX Companies | $98.50 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.3%
|
V Visa | $277.19 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.4%
|
BA Boeing | $180.35 +2.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -15.3%
|
MSFT Microsoft | $410.54 +0.3% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +79.2%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -17.8%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -17.8%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -4.2%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +18.0%
|
ECL Ecolab | $233.34 +0.2% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +65.2%
|
HLT Hilton Worldwide | $200.39 +0.3% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +54.3%
|
ARCB ArcBest | $114.39 -2.3% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +56.8%
|
CCLD CareCloud | $1.08 +1.9% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $120.02 -11.8% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -13.5%
|
WYNN Wynn Resorts | $95.75 -1.5% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +17.4%
|
ADBE Adobe | $488.10 -0.8% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +48.5%
|
EXAS Exact Sciences | $59.48 -3.1% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +19.0%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -15.1%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +3.4%
|
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 | $503.21 +0.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -6.5%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +3.4%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +19.6%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +12.2%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +65.9%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -15.4%
|
INTC Intel | $30.00 -2.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +0.6%
|
SHW Sherwin-Williams | $319.02 +0.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +33.3%
|
AMP Ameriprise Financial | $425.94 +0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +30.8%
|
VFC V.F. | $12.59 -0.6% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -61.1%
|
CR Crane | $144.69 -0.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +39.1%
|
MMC Marsh & McLennan Companies | $203.58 -0.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +19.8%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +6.6%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +3.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +22.9%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +55.4%
|
JEPI JPMorgan Equity Premium Income ETF | $56.75 +0.2% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +8.6%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -15.9%
|
DGRO iShares Core Dividend Growth ETF | $57.17 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +28.6%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -15.9%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +38.4%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | -3.7%
|
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 | $72.84 +1.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -15.3%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +24.7%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +6.4%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +33.0%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +20.4%
|
JEPI JPMorgan Equity Premium Income ETF | $56.75 +0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +2.5%
|
ASML ASML | $911.47 +0.4% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +68.9%
|
PTC PTC | $178.33 0.0% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +49.5%
|
CDNS Cadence Design Systems | $282.57 -0.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +48.2%
|
CTRA Coterra Energy | $28.07 0.0% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -4.4%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +0.3%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | -2.6%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +24.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +69.6%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.8%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -8.3%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -8.3%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +28.5%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +11.3%
|
AGCO AGCO | $113.93 -2.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | +3.0%
|
RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +16.2%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +23.9%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | -1.8%
|
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 | $116.15 0.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +15.6%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +31.0%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +29.4%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +55.0%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -16.5%
|
INTC Intel | $30.00 -2.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -32.0%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +5.1%
|
EXAS Exact Sciences | $59.48 -3.1% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +17.7%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +21.4%
|
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 | $311.99 +0.4% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +8.8%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +63.9%
|
AHCO AdaptHealth | $9.69 -0.7% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -32.5%
|
IQV IQVIA | $227.88 -0.5% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -0.1%
|
MDLZ Mondelez International | $70.43 -0.6% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +10.6%
|
HON Honeywell International | $198.05 +0.6% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +4.1%
|
AHCO AdaptHealth | $9.69 -0.7% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -41.8%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -14.5%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -14.5%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +18.1%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +2.8%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +7.3%
|
RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +2.3%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | -0.4%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -11.1%
|
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 | $198.05 +0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +8.7%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +18.9%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +36.1%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +4.2%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +43.8%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -11.7%
|
INTC Intel | $30.00 -2.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -35.9%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | -5.3%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +25.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +8.2%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +31.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +15.8%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +15.8%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +33.1%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +49.7%
|
VUZI Vuzix | $1.28 +2.4% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -85.3%
|
MDT Medtronic | $81.56 -0.4% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -18.1%
|
ASXC Asensus Surgical | $0.25
| Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -77.7%
|
RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +25.8%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -15.2%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -20.8%
|
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 | $503.21 +0.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +5.0%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -22.0%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +21.7%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +84.3%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +23.2%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -8.8%
|
HON Honeywell International | $198.05 +0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | -2.7%
|
ARCB ArcBest | $114.39 -2.3% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +8.2%
|
INTC Intel | $30.00 -2.2% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -38.5%
|
AGCO AGCO | $113.93 -2.7% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -2.9%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -11.8%
|
TJX TJX Companies | $98.50 +0.6% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +42.0%
|
PWR Quanta Services | $264.86 -0.8% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +125.3%
|
PH Parker-Hannifin | $554.67 +0.8% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +79.1%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $144.69 -0.4% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +44.6%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $153.09 +0.1% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +17.2%
|
FSK FS KKR Capital | $19.40
| Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -8.6%
|
HLT Hilton Worldwide | $200.39 +0.3% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +47.1%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $79.81 -0.3% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -10.2%
|
FBND Fidelity Total Bond ETF | $44.66 -0.3% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -15.5%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +24.9%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | -2.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -18.4%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +15.2%
|
V Visa | $277.19 +0.3% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +19.8%
|
ORLY O'Reilly Automotive | $1,020.34 0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +58.3%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +25.6%
|
ITW Illinois Tool Works | $247.40 +0.1% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +10.6%
|
FMAT Fidelity MSCI Materials Index ETF | $51.23 -0.4% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $162.54 -0.1% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +43.6%
|
BLK BlackRock | $778.33 -0.3% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -13.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +41.0%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -17.2%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -17.2%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.51 -0.2% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -17.8%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +42.4%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +42.4%
|
DGRO iShares Core Dividend Growth ETF | $57.17 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +13.8%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +51.0%
|
RTX RTX | $104.01 +0.8% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +19.9%
|
MDT Medtronic | $81.56 -0.4% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -37.6%
|
ACN Accenture | $311.99 +0.4% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -9.0%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +23.3%
|
SPY SPDR S&P 500 ETF Trust | $517.18 +0.0% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +19.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +0.7%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -13.9%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -12.9%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +12.5%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +38.1%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.8%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.8%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -13.6%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.51 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -19.0%
|
HON Honeywell International | $198.05 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -13.3%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +18.8%
|
CDNS Cadence Design Systems | $282.57 -0.5% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +71.1%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +110.9%
|
ICLR ICON Public | $311.75 -0.9% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +19.3%
|
INTC Intel | $30.00 -2.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -44.2%
|
IQV IQVIA | $227.88 -0.5% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -14.1%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -14.9%
|
PRGS Progress Software | $51.10 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +9.5%
|
PRGS Progress Software | $51.10 -0.5% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +9.5%
|
RTX RTX | $104.01 +0.8% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +23.0%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | -2.2%
|
AHCO AdaptHealth | $9.69 -0.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -59.7%
|
CB Chubb | $251.61 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +34.8%
|
COST Costco Wholesale | $763.41 -1.0% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +69.2%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +30.0%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +52.9%
|
MMC Marsh & McLennan Companies | $203.58 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +32.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | -3.5%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | -3.4%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.9%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.9%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.51 -0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -19.2%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +28.9%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +13.0%
|
GOOGL Alphabet | $169.38 -1.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +25.7%
|
SPY SPDR S&P 500 ETF Trust | $517.18 +0.0% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +17.9%
|
FHLC Fidelity MSCI Health Care Index ETF | $66.94 -0.6% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +1.3%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.9%
|
JEPI JPMorgan Equity Premium Income ETF | $56.75 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -8.1%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -6.5%
|
FDRR Fidelity Dividend ETF for Rising Rates | $46.06 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +8.0%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -8.3%
|
PTC PTC | $178.33 0.0% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +21.7%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +45.9%
|
BSX Boston Scientific | $72.72 -1.0% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +66.9%
|
ADBE Adobe | $488.10 -0.8% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -20.3%
|
TMO Thermo Fisher Scientific | $573.64 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +11.5%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | -5.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
|
TIP iShares TIPS Bond ETF | $105.84 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -17.3%
|
TROW T. Rowe Price Group | $111.49 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -45.6%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.51 -0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -19.2%
|
BSX Boston Scientific | $72.72 -1.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +67.7%
|
VUZI Vuzix | $1.28 +2.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -92.9%
|
MDT Medtronic | $81.56 -0.4% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -35.3%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +24.5%
|
DGRO iShares Core Dividend Growth ETF | $57.17 +0.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +12.8%
|
ITW Illinois Tool Works | $247.40 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +10.1%
|
HD Home Depot | $338.70 -0.6% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +5.3%
|
FQAL Fidelity Quality Factor ETF | $57.80 +0.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +16.3%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +16.2%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $13.02 +0.2% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -19.9%
|
DXCM DexCom | $127.42 -2.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +19.4%
|
DHR Danaher | $249.58 +0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -8.3%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +73.2%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +49.8%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +27.0%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -9.3%
|
HON Honeywell International | $198.05 +0.6% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -9.5%
|
ASXC Asensus Surgical | $0.25
| Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -92.4%
|
ACN Accenture | $311.99 +0.4% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +5.9%
|
PSX Phillips 66 | $146.94 +1.2% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +63.2%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +54.9%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +54.9%
|
MASI Masimo | $120.02 -11.8% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -50.8%
|
MASI Masimo | $120.02 -11.8% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -50.8%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +11.7%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | -0.8%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +59.6%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +85.1%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
|
PTC PTC | $178.33 0.0% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +34.2%
|
CDNS Cadence Design Systems | $282.57 -0.5% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +122.8%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +50.7%
|
PRGS Progress Software | $51.10 -0.5% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +14.5%
|
VUZI Vuzix | $1.28 +2.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -92.3%
|
BSX Boston Scientific | $72.72 -1.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +73.5%
|
IQV IQVIA | $227.88 -0.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.7%
|
IQV IQVIA | $227.88 -0.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.7%
|
IQV IQVIA | $227.88 -0.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.7%
|
EXAS Exact Sciences | $59.48 -3.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -43.7%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $59.48 -3.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -43.7%
|
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 | $59.48 -3.1% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -43.7%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $9.69 -0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -60.5%
|
AHCO AdaptHealth | $9.69 -0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -60.5%
|
AHCO AdaptHealth | $9.69 -0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -60.5%
|
EXAS Exact Sciences | $59.48 -3.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -43.7%
|
BSX Boston Scientific | $72.72 -1.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +73.5%
|
VUZI Vuzix | $1.28 +2.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -92.3%
|
ADBE Adobe | $488.10 -0.8% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | -0.7%
|
BSX Boston Scientific | $72.72 -1.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +73.5%
|
VUZI Vuzix | $1.28 +2.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -92.3%
|
FCX Freeport-McMoRan | $49.96 -2.8% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +14.5%
|
HON Honeywell International | $198.05 +0.6% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -10.9%
|
ICLR ICON Public | $311.75 -0.9% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +40.2%
|
IQV IQVIA | $227.88 -0.5% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -1.2%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +0.8%
|
ORLY O'Reilly Automotive | $1,020.34 0.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +86.2%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +4.6%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +19.6%
|
VUZI Vuzix | $1.28 +2.4% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -92.3%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +1.7%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +8.3%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $50.56 -0.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +131.4%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +63.6%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +14.0%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +73.1%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +88.0%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +21.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +75.4%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +5.0%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $20.04 +0.0% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -27.4%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +95.2%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +23.6%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +95.0%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +163.9%
|
SU Suncor Energy | $39.07 +0.3% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +153.0%
|
BDX Becton, Dickinson and Company | $233.58 -1.5% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +0.3%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +16.2%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +29.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +150.0%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -4.7%
|
MMC Marsh & McLennan Companies | $203.58 -0.1% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +77.1%
|
ITW Illinois Tool Works | $247.40 +0.1% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +19.7%
|
BA Boeing | $180.35 +2.1% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +7.8%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +0.6%
|
MCD McDonald's | $268.54 +0.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +17.1%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +92.7%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +21.0%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +213.9%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +99.9%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +33.0%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +35.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +168.4%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +39.7%
|
MMC Marsh & McLennan Companies | $203.58 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +77.6%
|
LOW Lowe's Companies | $232.07 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +55.6%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.0%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +101.9%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +1.2%
|
ICE Intercontinental Exchange | $133.39 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.1%
|
INTC Intel | $30.00 -2.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -39.5%
|
ICLR ICON Public | $311.75 -0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +67.1%
|
HON Honeywell International | $198.05 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +31.4%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +26.7%
|
EXAS Exact Sciences | $59.48 -3.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -38.3%
|
DG Dollar General | $137.53 -1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -27.6%
|
CR Crane | $144.69 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +135.6%
|
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +133.0%
|
CMCSA Comcast | $39.05 +1.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -10.4%
|
KO Coca-Cola | $62.85 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.6%
|
CB Chubb | $251.61 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +90.1%
|
BLK BlackRock | $778.33 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +35.3%
|
AMP Ameriprise Financial | $425.94 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +172.4%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +23.1%
|
V Visa | $277.19 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +40.8%
|
VFC V.F. | $12.59 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -79.3%
|
TJX TJX Companies | $98.50 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +89.1%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +39.2%
|
SU Suncor Energy | $39.07 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +131.9%
|
SHW Sherwin-Williams | $319.02 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +53.0%
|
CRM Salesforce | $278.85 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +46.0%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +19.4%
|
RSG Republic Services | $187.34 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +120.3%
|
RTX RTX | $104.01 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +70.3%
|
PG Procter & Gamble | $165.05 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +30.7%
|
PSX Phillips 66 | $146.94 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +127.5%
|
PH Parker-Hannifin | $554.67 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +198.8%
|
ORLY O'Reilly Automotive | $1,020.34 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +126.5%
|
NVS Novartis | $99.62 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +17.6%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +4.9%
|
MDLZ Mondelez International | $70.43 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +26.7%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +101.4%
|
MDT Medtronic | $81.56 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -15.4%
|
ICE Intercontinental Exchange | $133.39 -0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +38.9%
|
XOM Exxon Mobil | $116.15 0.0% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +166.3%
|
CARR Carrier Global | $64.32 +0.1% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +141.8%
|
OTIS Otis Worldwide | $94.53 +0.7% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +61.6%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +114.0%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +120.4%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +129.3%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +60.8%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +69.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +157.7%
|
TMO Thermo Fisher Scientific | $573.64 +0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +80.7%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +148.6%
|
ECL Ecolab | $233.34 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +29.7%
|
DHR Danaher | $249.58 +0.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +71.3%
|
BA Boeing | $180.35 +2.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +18.8%
|
BDX Becton, Dickinson and Company | $233.58 -1.5% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -5.6%
|
AMT American Tower | $181.33 +0.0% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -30.2%
|
ADBE Adobe | $488.10 -0.8% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +53.2%
|
WMB Williams Companies | $39.32 +0.5% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $79.14 +1.0% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +224.9%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +70.7%
|
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 | $410.54 +0.3% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +163.4%
|
ACN Accenture | $311.99 +0.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +82.1%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +92.3%
|
HD Home Depot | $338.70 -0.6% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +73.5%
|
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 | $39.32 +0.5% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +175.9%
|
WBA Walgreens Boots Alliance | $17.23 -0.7% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -62.7%
|
NGL NGL Energy Partners | $5.94 +1.5% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -31.0%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.66 +0.0% | Purchase $100,001 - $250,000 | 3/17/2020 | 2/27/2020 | -0.9%
|
BBBY Bed Bath & Beyond | $0.08
| Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -99.2%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +2.8%
|
EL Estée Lauder Companies | $129.53 +0.0% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -39.8%
|
ICE Intercontinental Exchange | $133.39 -0.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +37.7%
|
MDLZ Mondelez International | $70.43 -0.6% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +18.0%
|
NGL NGL Energy Partners | $5.94 +1.5% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -37.1%
|
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 | $6.03 -1.3% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -55.5%
|
FSK FS KKR Capital | $19.40
| Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -23.3%
|
SLB Schlumberger | $47.86 -0.6% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +32.2%
|
NGL NGL Energy Partners | $5.94 +1.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -40.4%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +12.9%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -49.2%
|
DHR Danaher | $249.58 +0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +85.4%
|
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +149.1%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +109.5%
|
ADBE Adobe | $488.10 -0.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +68.0%
|
ICLR ICON Public | $311.75 -0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +113.6%
|
LOW Lowe's Companies | $232.07 +0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +106.6%
|
MDT Medtronic | $81.56 -0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -23.3%
|
ORLY O'Reilly Automotive | $1,020.34 0.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +132.5%
|
TMO Thermo Fisher Scientific | $573.64 +0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +95.8%
|
V Visa | $277.19 +0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +53.9%
|
HON Honeywell International | $198.05 +0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +10.0%
|
CVX Chevron | $162.54 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +38.8%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +67.0%
|
BLK BlackRock | $778.33 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +74.5%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +39.5%
|
UTX United Technologies | $103.94 +0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -24.0%
|
VFC V.F. | $12.59 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -86.3%
|
PG Procter & Gamble | $165.05 -0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +41.0%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +189.9%
|
LMT Lockheed Martin | $466.27 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +21.4%
|
DGRO iShares Core Dividend Growth ETF | $57.17 +0.3% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +45.7%
|
INTC Intel | $30.00 -2.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -43.4%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +43.7%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +66.2%
|
DEO Diageo | $140.96 +1.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -13.0%
|
CR Crane | $144.69 -0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +77.9%
|
CMCSA Comcast | $39.05 +1.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -14.6%
|
CL Colgate-Palmolive | $93.48 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +36.3%
|
KO Coca-Cola | $62.85 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +17.7%
|
CB Chubb | $251.61 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +62.0%
|
ROK Rockwell Automation | $273.54 +0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +63.2%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +61.8%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -56.5%
|
FSK FS KKR Capital | $19.40
| Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -14.2%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -55.1%
|
NGL NGL Energy Partners | $5.94 +1.5% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -54.7%
|
OKE ONEOK | $79.14 +1.0% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +14.8%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -60.3%
|
CB Chubb | $251.61 -0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +63.4%
|
KO Coca-Cola | $62.85 +0.4% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +18.1%
|
CL Colgate-Palmolive | $93.48 -0.6% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +32.7%
|
DHR Danaher | $249.58 +0.3% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +80.5%
|
EL Estée Lauder Companies | $129.53 +0.0% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -28.9%
|
XOM Exxon Mobil | $116.15 0.0% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +65.7%
|
HON Honeywell International | $198.05 +0.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +21.6%
|
ICLR ICON Public | $311.75 -0.9% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +103.1%
|
INTC Intel | $30.00 -2.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -35.8%
|
PG Procter & Gamble | $165.05 -0.4% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +42.4%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -61.8%
|
FSK FS KKR Capital | $19.40
| Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -20.5%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -61.7%
|
NGL NGL Energy Partners | $5.94 +1.5% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -59.5%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -62.2%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -61.9%
|
FSK FS KKR Capital | $19.40
| Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -21.5%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -62.4%
|
CLNC Colony Credit Real Estate | $6.03 -1.3% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -64.1%
|
FSK FS KKR Capital | $19.40
| 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 | $6.03 -1.3% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |