AAPL Apple | $182.74 +0.2% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +1.1%
|
V Visa | $277.19 +0.3% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -1.9%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | -0.8%
|
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +9.9%
|
CCI Crown Castle | $97.31 +1.2% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -16.2%
|
BABA Alibaba Group | $78.47 -1.1% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +1.5%
|
AMT American Tower | $181.33 +0.0% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -16.5%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.37 +0.8% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +5.4%
|
NVDA NVIDIA | $904.12 -0.2% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +98.7%
|
T AT&T | $17.11 +0.2% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +5.0%
|
MPW Medical Properties Trust | $4.47 +4.4% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -18.1%
|
LOW Lowe's Companies | $232.07 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +19.4%
|
BNS Bank of Nova Scotia | $47.81 +1.5% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +11.5%
|
AAPL Apple | $182.74 +0.2% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +5.0%
|
MSFT Microsoft | $410.54 +0.3% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +18.6%
|
ARCC Ares Capital | $20.78 -0.1% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +8.3%
|
WBD Warner Bros. Discovery | $7.80 +0.4% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -22.6%
|
CMG Chipotle Mexican Grill | $3,183.25 -0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +63.9%
|
MCD McDonald's | $268.54 +0.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +2.4%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.37 +0.8% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +15.7%
|
T AT&T | $17.11 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +11.2%
|
SNOW Snowflake | $157.72 -0.9% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +8.6%
|
CCI Crown Castle | $97.31 +1.2% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +4.7%
|
VZ Verizon Communications | $39.48 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +12.4%
|
CMG Chipotle Mexican Grill | $3,183.25 -0.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +63.9%
|
ET Energy Transfer | $16.25 +0.7% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +23.5%
|
WBD Warner Bros. Discovery | $7.80 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -21.5%
|
PG Procter & Gamble | $165.05 -0.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +10.0%
|
LMT Lockheed Martin | $466.27 -0.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +2.6%
|
BP BP | $37.53 -0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +2.6%
|
ARCC Ares Capital | $20.78 -0.1% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +9.6%
|
WBD Warner Bros. Discovery | $7.80 +0.4% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -24.1%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +28.0%
|
NVDA NVIDIA | $904.12 -0.2% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +101.5%
|
AI C3.ai | $24.44 -1.3% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -22.2%
|
AMLP Alerian MLP ETF | $47.90 +0.7% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +14.9%
|
AGAE Allied Gaming & Entertainment | $0.85 +3.7% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -15.9%
|
MA Mastercard | $454.98 +0.4% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +15.7%
|
WBD Warner Bros. Discovery | $7.80 +0.4% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -39.0%
|
KO Coca-Cola | $62.85 +0.4% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +3.1%
|
IBM International Business Machines | $169.90 +0.9% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +20.1%
|
DBRG DigitalBridge Group | $14.76 -0.3% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -4.2%
|
ARCC Ares Capital | $20.78 -0.1% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +7.4%
|
KD Kyndryl | $26.55 +27.8% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +100.8%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.37 +0.8% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -2.3%
|
CRM Salesforce | $278.85 +0.6% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +22.3%
|
ARCC Ares Capital | $20.78 -0.1% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +8.3%
|
NVDA NVIDIA | $904.12 -0.2% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +114.2%
|
DFS Discover Financial Services | $123.60 0.0% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +5.4%
|
MDT Medtronic | $81.56 -0.4% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -7.6%
|
LULU Lululemon Athletica | $345.61 -1.2% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -9.7%
|
AMT American Tower | $181.33 +0.0% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | -6.7%
|
VZ Verizon Communications | $39.48 +0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +1.5%
|
MCD McDonald's | $268.54 +0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +7.0%
|
DBRG DigitalBridge Group | $14.76 -0.3% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -27.8%
|
NVDA NVIDIA | $904.12 -0.2% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +470.9%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +46.7%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.37 +0.8% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -11.7%
|
NVDA NVIDIA | $904.12 -0.2% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +240.9%
|
AAPL Apple | $182.74 +0.2% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +14.2%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +46.5%
|
MPW Medical Properties Trust | $4.47 +4.4% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -78.1%
|
QQQ Invesco QQQ | $440.06 -0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +20.0%
|
BNS Bank of Nova Scotia | $47.81 +1.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -34.7%
|
D Dominion Energy | $52.15 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -35.3%
|
PG Procter & Gamble | $165.05 -0.4% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +1.9%
|
DTE DTE Energy | $114.73 +1.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | -3.3%
|
CARR Carrier Global | $64.32 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +31.8%
|
NEE NextEra Energy | $72.84 +1.2% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -11.8%
|
XLE Energy Select Sector SPDR Fund | $93.08 -0.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +43.7%
|
AEE Ameren | $74.23 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -15.3%
|
BNS Bank of Nova Scotia | $47.81 +1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -35.2%
|
WES Western Midstream Partners | $35.50 -0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +48.5%
|
TDC Teradata | $32.70 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -23.5%
|
OTIS Otis Worldwide | $94.53 +0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +12.7%
|
MDLZ Mondelez International | $70.43 -0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +4.5%
|
KYN Kayne Anderson Energy Infrastructure Fund | $9.87 +1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +21.5%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -10.9%
|
EPD Enterprise Products Partners | $28.41 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +17.7%
|
ET Energy Transfer | $16.25 +0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +67.5%
|
CMCSA Comcast | $39.05 +1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -22.2%
|
DTM DT Midstream | $64.12 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +24.1%
|
EIX Edison International | $73.85 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +15.8%
|
TSM Taiwan Semiconductor Manufacturing | $143.61 +1.8% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +21.6%
|
COST Costco Wholesale | $763.41 -1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +44.9%
|
KR Kroger | $55.38 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +32.8%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.37 +0.8% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -15.1%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.37 +0.8% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -14.6%
|
AAPL Apple | $182.74 +0.2% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +22.7%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +24.3%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +36.8%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +38.3%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +17.5%
|
QQQ Invesco QQQ | $440.06 -0.1% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +19.3%
|
QQQ Invesco QQQ | $440.06 -0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +19.3%
|
NVDA NVIDIA | $904.12 -0.2% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +357.8%
|
KR Kroger | $55.38 +0.1% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +45.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.68 -0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -19.3%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.68 -0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -19.3%
|
BNS Bank of Nova Scotia | $47.81 +1.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -26.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.68 -0.3% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -19.3%
|
BABA Alibaba Group | $78.47 -1.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -62.7%
|
T AT&T | $17.11 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -40.9%
|
MO Altria Group | $44.29 +1.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -10.4%
|
CCI Crown Castle | $97.31 +1.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -46.9%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +15.0%
|
NVDA NVIDIA | $904.12 -0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +530.0%
|
CCI Crown Castle | $97.31 +1.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -47.1%
|
CCI Crown Castle | $97.31 +1.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -47.1%
|
CCI Crown Castle | $97.31 +1.2% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -47.1%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +13.5%
|
NVDA NVIDIA | $904.12 -0.2% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +530.0%
|
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +63.0%
|
CCI Crown Castle | $97.31 +1.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -48.2%
|
LOW Lowe's Companies | $232.07 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +16.5%
|
ARCC Ares Capital | $20.78 -0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +6.8%
|
T AT&T | $17.11 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -42.8%
|
AI C3.ai | $24.44 -1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -60.6%
|
KO Coca-Cola | $62.85 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +16.4%
|
CRM Salesforce | $278.85 +0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +21.0%
|
LOW Lowe's Companies | $232.07 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +15.2%
|
AMT American Tower | $181.33 +0.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -24.9%
|
TSM Taiwan Semiconductor Manufacturing | $143.61 +1.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +26.2%
|
LOW Lowe's Companies | $232.07 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +30.5%
|
NIO NIO | $5.21 -5.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -91.0%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $188.00 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $180.55 +0.2% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $9.38 +0.3% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -38.2%
|
REZI Resideo Technologies | $21.06 +1.1% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $188.00 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $44.43 -2.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $180.93 +0.0% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +158.4%
|
OXY Occidental Petroleum | $63.69 -2.1% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -10.6%
|
COST Costco Wholesale | $763.41 -1.0% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $177.41 -0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $119.57 -1.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $211.84 +1.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $2.42 +4.3% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $98.50 +0.6% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $155.30 -0.2% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +24.1%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $81.56 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $75.55 -0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $103.54 +2.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +44.5%
|
PPL PPL | $28.52 +0.6% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $446.95 +0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $188.00 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $775.00 -0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $454.98 +0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $180.55 +0.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $521.05 +0.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $198.05 +0.6% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $121.19 -0.5% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $171.16 -1.1% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $104.94 -1.2% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $38.48 +1.2% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $95.75 -1.5% | Sale $1,001 - $15,000 | 2/26/2018 | 2/8/2018 | |
COL Rockwell Collins | $141.04
| Purchase $1,001 - $15,000 | 2/6/2018 | 2/5/2018 | |
HON Honeywell International | $198.05 +0.6% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +39.7%
|
WMT Walmart | $60.30 -0.5% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $95.75 -1.5% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $410.54 +0.3% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $98.50 +0.6% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $155.30 -0.2% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $73.50 +1.4% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $39.48 +0.4% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $277.19 +0.3% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $454.98 +0.4% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $148.95 +0.2% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $168.86 +0.0% | Sale $50,001 - $100,000 | 8/7/2017 | 7/10/2017 | |
ETP Energy Transfer Partners | $21.47
| Sale $15,001 - $50,000 | 8/7/2017 | 7/10/2017 | |
VZ Verizon Communications | $39.48 +0.4% | Purchase $1,001 - $15,000 | 6/28/2017 | 6/27/2017 | |
MIK Michaels Companies | $21.97
| Sale $1,001 - $15,000 | 4/26/2018 | 6/12/2017 | |
MIK Michaels Companies | $21.97
| Purchase $1,001 - $15,000 | 6/12/2017 | 6/6/2017 | |
AFSI AmTrust Financial Services | $14.75
| Sale $1,001 - $15,000 | 4/26/2018 | 5/31/2017 | |
PAYX Paychex | $121.19 -0.5% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $165.05 -0.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $466.27 -0.1% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $472.60 +0.9% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $17.66 +1.0% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $197.22 +0.6% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $2.42 +4.3% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $171.16 -1.1% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $3,183.25 -0.3% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $47.86 -0.6% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $268.54 +0.4% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $180.35 +2.1% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $60.30 -0.5% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $44.15
| Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $944.81 -6.4% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $39.48 +0.4% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/4/2016 | |
VSM Versum Materials | $52.99
| Exchange $1,001 - $15,000 | 5/10/2018 | 10/3/2016 | |
KEY KeyCorp | $15.02 +0.6% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $454.98 +0.4% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $410.54 +0.3% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $3,183.25 -0.3% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $103.54 +2.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $177.41 -0.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $39.48 +0.4% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $119.57 -1.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $73.24 -2.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $15.00 +0.8% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $47.90 +0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $33.61 +0.4% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $54.93 -1.5% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $3,183.25 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $15.00 +0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $89.11 -1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $28.52 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $103.54 +2.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $156.88 +0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN (TLN) | $14.00
| Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $162.54 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $154.93 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $54.93 -1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $154.93 +0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $180.35 +2.1% | Sale $1,001 - $15,000 | 5/18/2016 | 8/19/2015 | |
AGN Allergan | $193.02
| Purchase $15,001 - $50,000 | 5/18/2016 | 8/12/2015 | |
IWN iShares Russell 2000 Value ETF | $155.30 -0.2% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $155.30 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
DOW DOW | $58.63 +0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $948.92 +0.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $405.32 -0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $54.93 -1.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/27/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 7/22/2015 | |
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $242.94 -0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $246.27 -1.0% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $33.61 +0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $17.66 +1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $33.61 +0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $123.60 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $171.16 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $180.55 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $123.60 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $177.41 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $763.41 -1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $54.93 -1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
VZ Verizon Communications | $39.48 +0.4% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $3,183.25 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +417.2%
|
CMG Chipotle Mexican Grill | $3,183.25 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +417.2%
|
CHKP Check Point Software Technologies | $154.93 +0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $54.93 -1.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $182.74 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/24/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/17/2015 | |
GOOG Alphabet | $171.16 -1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $58.63 +0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $57.88 +1.6% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $948.92 +0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $129.14 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $103.94 +0.7% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $157.24 +0.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $56.49 -1.7% | Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ESRX Express Scripts | $92.33
| Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ACT Enact | $31.49 +0.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $156.88 +0.8% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $142.80 +1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $33.61 +0.4% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $38.48 +1.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
LPT Liberty Property Trust | $61.95
| Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
NSRGY Nestlé | $103.54 +2.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $157.24 +0.7% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
SUSQ Susquehanna Bancshares | | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
TJX TJX Companies | $98.50 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $543.22 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $169.90 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $19.98 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $180.35 +2.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
AFSI AmTrust Financial Services | $14.75
| Purchase $1,001 - $15,000 | 5/14/2015 | 1/21/2014 | |
UNH UnitedHealth Group | $503.21 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $129.14 +0.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $37.82 -0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $123.60 0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $282.57 -0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 8/16/2013 | |
SAPE SAPE | | Sale $1,001 - $15,000 | 5/14/2015 | 8/9/2013 | |
BCE BCE | $33.61 +0.4% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $69.53 -0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $15.02 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/10/2013 | |
WLL Whiting Petroleum | $68.03
| Purchase $1,001 - $15,000 | 5/14/2015 | 5/2/2013 | |
EMR Emerson Electric | $112.65 +4.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $169.90 +0.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
AAPL Apple | $182.74 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $233.58 -1.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/16/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
BHP BHP Group | $56.49 -1.7% | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
WCRX (WCRX) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/8/2013 | |
PNC The PNC Financial Services Group | $157.24 +0.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $75.32 0.0% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |