ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +7.8%
|
MMC Marsh & McLennan Companies | $189.47 +0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -3.1%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +6.8%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +13.7%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +22.3%
|
VOD Vodafone Group Public | $8.70 -0.2% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -10.1%
|
CMP Compass Minerals International | $25.32 -3.1% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -8.1%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | -5.0%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | -5.0%
|
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 | $34.83 -0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +2.6%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +0.9%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +9.5%
|
LIN Linde | $410.71 +0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +5.3%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | -11.5%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +5.1%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -12.4%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +5.6%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -2.7%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -2.1%
|
RTX RTX | $84.14 0.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -0.2%
|
MMC Marsh & McLennan Companies | $189.47 +0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | -0.3%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +1.4%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +14.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +6.5%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +7.7%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | -6.3%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | -6.3%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +9.1%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +12.1%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | -1.3%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/21/2023 | +10.6%
|
ARGO Argo Group International | $29.99
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/20/2023 | +1.5%
|
LIN Linde | $410.71 +0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/16/2023 | +9.4%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | -18.3%
|
RTX RTX | $84.14 0.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | -14.1%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +14.7%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +14.7%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | +0.2%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | -7.0%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +15.6%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -0.9%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +23.3%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +4.3%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +21.2%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +23.0%
|
AHCO AdaptHealth | $7.29 -0.4% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -40.0%
|
AHCO AdaptHealth | $7.29 -0.4% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -40.0%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -10.5%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -10.5%
|
LIN Linde | $410.71 +0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/28/2023 | +18.2%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +20.4%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -4.5%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +22.1%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +22.1%
|
RTX RTX | $84.14 0.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | -12.4%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +9.7%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +23.5%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | -19.6%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +18.4%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +7.4%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | +1.7%
|
INTC Intel | $50.25 -0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +98.4%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +22.0%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | -3.3%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +0.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +28.6%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Sale $1,000,001 - $5,000,000 | 3/15/2023 | 2/1/2023 | +0.4%
|
DHR Danaher | $231.34 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -12.5%
|
ECL Ecolab | $198.35 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +28.1%
|
ACN Accenture | $350.91 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +25.8%
|
ADBE Adobe | $596.60 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +61.1%
|
AMZN Amazon.com | $151.94 -0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +47.3%
|
AMT American Tower | $215.88 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.4%
|
BLK BlackRock | $811.80 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.9%
|
KO Coca-Cola | $58.93 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.9%
|
CMCSA Comcast | $43.85 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.4%
|
COST Costco Wholesale | $660.08 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +29.1%
|
DG Dollar General | $135.95 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -41.8%
|
EXAS Exact Sciences | $73.98 -2.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +9.6%
|
HD Home Depot | $346.55 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.9%
|
HON Honeywell International | $209.71 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.6%
|
CB Chubb | $226.00 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.7%
|
ICLR ICON Public | $283.07 -0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +22.7%
|
INTC Intel | $50.25 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +77.8%
|
ICE Intercontinental Exchange | $128.43 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +19.4%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.1%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +21.5%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +21.5%
|
LIN Linde | $410.71 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +24.1%
|
LMT Lockheed Martin | $453.24 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.2%
|
LOW Lowe's Companies | $222.55 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.9%
|
MDT Medtronic | $82.38 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -1.6%
|
MSFT Microsoft | $376.04 +0.2% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +51.7%
|
MDLZ Mondelez International | $72.43 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.7%
|
NEE NextEra Energy | $60.74 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -18.6%
|
NVS Novartis | $100.97 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.4%
|
ORLY O'Reilly Automotive | $950.08 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +19.9%
|
PH Parker-Hannifin | $460.70 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +41.3%
|
PSX Phillips 66 | $133.14 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +32.8%
|
PG Procter & Gamble | $146.54 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.9%
|
RTX RTX | $84.14 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -15.7%
|
RSG Republic Services | $164.91 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +32.1%
|
ROK Rockwell Automation | $310.48 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.1%
|
CRM Salesforce | $263.14 -0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +56.7%
|
TXN Texas Instruments | $170.46 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.8%
|
TMO Thermo Fisher Scientific | $530.79 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -6.9%
|
TJX TJX Companies | $93.81 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +14.6%
|
V Visa | $260.35 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +13.1%
|
BA Boeing | $260.66 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +22.4%
|
MSFT Microsoft | $376.04 +0.2% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +64.1%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -26.4%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -26.4%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -6.8%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +4.5%
|
ECL Ecolab | $198.35 -0.3% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +40.5%
|
HLT Hilton Worldwide | $182.09 +0.2% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +40.2%
|
ARCB ArcBest | $120.21 -1.5% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +64.7%
|
CCLD CareCloud | $1.52 -8.4% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $117.21 -0.9% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -15.5%
|
WYNN Wynn Resorts | $91.11 -0.7% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +11.7%
|
ADBE Adobe | $596.60 +0.2% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +81.5%
|
EXAS Exact Sciences | $73.98 -2.3% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +48.0%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -29.2%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +5.8%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +0.1%
|
RTN Return Energy | C$0.04 +40.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | |
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/15/2022 | +0.1%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -2.2%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +17.4%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +3.3%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | -3.4%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +52.0%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -11.0%
|
INTC Intel | $50.25 -0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +68.5%
|
SHW Sherwin-Williams | $311.90 -0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +30.4%
|
AMP Ameriprise Financial | $379.83 -0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +16.6%
|
VFC V.F. | $18.80 -1.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -41.9%
|
CR Crane | $118.14 -0.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +13.5%
|
MMC Marsh & McLennan Companies | $189.47 +0.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +11.5%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +19.9%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | -4.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +9.1%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +35.1%
|
JEPI JPMorgan Equity Premium Income ETF | $54.98
| Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +5.3%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -24.7%
|
DGRO iShares Core Dividend Growth ETF | $53.82 -0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +21.0%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -24.7%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +22.6%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | +0.7%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/16/2022 | -6.1%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/16/2022 | -6.1%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -29.4%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +27.6%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +20.8%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +14.9%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +3.6%
|
JEPI JPMorgan Equity Premium Income ETF | $54.98
| Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | -0.7%
|
ASML ASML | $756.92 -0.1% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +40.2%
|
PTC PTC | $174.96 -0.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +46.6%
|
CDNS Cadence Design Systems | $272.37 -0.3% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +42.8%
|
CTRA Coterra Energy | $25.52 -0.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -13.0%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | -7.0%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +9.5%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +10.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +47.5%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -5.3%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -17.8%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -17.8%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +13.9%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +8.2%
|
AGCO AGCO | $121.41 -0.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | +9.7%
|
RTX RTX | $84.14 0.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | -6.0%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +26.7%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | -18.1%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/14/2022 | -15.0%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/14/2022 | -15.0%
|
CERN Cerner | $94.92
| Sale $15,001 - $50,000 | 7/15/2022 | 6/10/2022 | |
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | -0.5%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +48.7%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +11.8%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +42.0%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -12.1%
|
INTC Intel | $50.25 -0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | +13.9%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | -2.6%
|
EXAS Exact Sciences | $73.98 -2.3% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +46.4%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +7.7%
|
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 | $350.91 -0.2% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +22.4%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +42.5%
|
AHCO AdaptHealth | $7.29 -0.4% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -49.2%
|
IQV IQVIA | $231.38 -0.6% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | +1.4%
|
MDLZ Mondelez International | $72.43 +0.2% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +13.8%
|
HON Honeywell International | $209.71 +0.3% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +10.3%
|
AHCO AdaptHealth | $7.29 -0.4% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -56.2%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -23.4%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -23.4%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +4.6%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | -0.1%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +9.7%
|
RTX RTX | $84.14 0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | -17.3%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | +4.2%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -25.9%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | -1.9%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | -1.9%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | -1.9%
|
HON Honeywell International | $209.71 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +15.1%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +2.7%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +17.1%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +18.3%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +31.7%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -7.1%
|
INTC Intel | $50.25 -0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | +7.3%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | +6.5%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +11.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +0.3%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +14.5%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +4.3%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +3.7%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +3.7%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +29.4%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +32.6%
|
VUZI Vuzix | $2.09 -7.1% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -76.0%
|
MDT Medtronic | $82.38 -0.4% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -17.2%
|
ASXC Asensus Surgical | $0.32 -5.9% | Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -71.8%
|
RTX RTX | $84.14 0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +1.7%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -13.3%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -34.0%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +26.7%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +26.7%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +9.8%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -11.5%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +5.1%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +58.7%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +12.9%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -4.1%
|
HON Honeywell International | $209.71 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | +3.1%
|
ARCB ArcBest | $120.21 -1.5% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +13.7%
|
INTC Intel | $50.25 -0.3% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +3.0%
|
AGCO AGCO | $121.41 -0.6% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +3.5%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -0.8%
|
TJX TJX Companies | $93.81 +0.6% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +35.3%
|
PWR Quanta Services | $215.80 -0.3% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +83.6%
|
PH Parker-Hannifin | $460.70 -0.3% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +48.8%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $118.14 -0.2% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +18.0%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $143.64 -0.5% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +10.0%
|
FSK FS KKR Capital | $19.97 -0.9% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -5.9%
|
HLT Hilton Worldwide | $182.09 +0.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +33.7%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $78.94 -0.8% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -11.2%
|
FBND Fidelity Total Bond ETF | $46.04 -0.1% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -12.9%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +10.8%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | -9.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -17.1%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +0.1%
|
V Visa | $260.35 0.0% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +12.5%
|
ORLY O'Reilly Automotive | $950.08 +0.9% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +47.4%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +22.1%
|
ITW Illinois Tool Works | $261.94 +0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +17.1%
|
FMAT Fidelity MSCI Materials Index ETF | $48.74 -0.5% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $149.16 -0.4% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +31.8%
|
BLK BlackRock | $811.80 -0.3% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -10.1%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +17.6%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -15.9%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -15.9%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $18.05 -0.2% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -15.2%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.6%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.6%
|
DGRO iShares Core Dividend Growth ETF | $53.82 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +7.1%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +33.8%
|
RTX RTX | $84.14 0.0% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | -3.0%
|
MDT Medtronic | $82.38 -0.4% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -36.9%
|
ACN Accenture | $350.91 -0.2% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | +2.3%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +29.0%
|
SPY SPDR S&P 500 ETF Trust | $475.31 -0.3% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +9.5%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +43.2%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +3.0%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -28.2%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -1.1%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -2.8%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +26.5%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -16.6%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -16.6%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -9.0%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $18.05 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -16.5%
|
HON Honeywell International | $209.71 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -8.2%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +24.3%
|
CDNS Cadence Design Systems | $272.37 -0.3% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +64.9%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +81.5%
|
ICLR ICON Public | $283.07 -0.9% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +8.3%
|
INTC Intel | $50.25 -0.3% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -6.5%
|
IQV IQVIA | $231.38 -0.6% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -12.8%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -10.4%
|
PRGS Progress Software | $54.30 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +16.3%
|
PRGS Progress Software | $54.30 -0.2% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +16.3%
|
RTX RTX | $84.14 0.0% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -0.5%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | -9.4%
|
AHCO AdaptHealth | $7.29 -0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -69.7%
|
CB Chubb | $226.00 +0.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +21.1%
|
COST Costco Wholesale | $660.08 -0.5% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +46.3%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +26.3%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +35.7%
|
MMC Marsh & McLennan Companies | $189.47 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +23.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +8.5%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | -10.5%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -16.7%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -16.7%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $18.05 -0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -16.7%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +12.1%
|
AMZN Amazon.com | $151.94 -0.9% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -8.7%
|
GOOGL Alphabet | $139.69 -0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +3.7%
|
SPY SPDR S&P 500 ETF Trust | $475.31 -0.3% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +8.4%
|
FHLC Fidelity MSCI Health Care Index ETF | $64.69 -0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -2.1%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -17.7%
|
JEPI JPMorgan Equity Premium Income ETF | $54.98
| Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -10.9%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -22.0%
|
FDRR Fidelity Dividend ETF for Rising Rates | $43.91 -0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +3.0%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +4.1%
|
PTC PTC | $174.96 -0.5% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +19.4%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +33.6%
|
BSX Boston Scientific | $57.81 +2.7% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +32.7%
|
ADBE Adobe | $596.60 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -2.6%
|
TMO Thermo Fisher Scientific | $530.79 -0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +3.2%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | -12.2%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +48.1%
|
TIP iShares TIPS Bond ETF | $107.49 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -16.0%
|
TROW T. Rowe Price Group | $107.69 -1.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -47.4%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $18.05 -0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -16.7%
|
BSX Boston Scientific | $57.81 +2.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +33.3%
|
VUZI Vuzix | $2.09 -7.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -88.5%
|
MDT Medtronic | $82.38 -0.4% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -34.7%
|
LIN Linde | $410.71 +0.2% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | +41.2%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +8.3%
|
DGRO iShares Core Dividend Growth ETF | $53.82 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +6.2%
|
ITW Illinois Tool Works | $261.94 +0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +16.6%
|
HD Home Depot | $346.55 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +7.8%
|
FQAL Fidelity Quality Factor ETF | $54.34 -0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +9.4%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +0.4%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $12.33 +0.2% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -24.1%
|
DXCM DexCom | $124.09 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +16.3%
|
DHR Danaher | $231.34 -0.8% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -15.0%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +55.2%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +32.7%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +10.4%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -4.5%
|
HON Honeywell International | $209.71 +0.3% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -4.1%
|
ASXC Asensus Surgical | $0.32 -5.9% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -90.3%
|
ACN Accenture | $350.91 -0.2% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +19.1%
|
PSX Phillips 66 | $133.14 +0.2% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +47.9%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +41.9%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +41.9%
|
MASI Masimo | $117.21 -0.9% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -52.0%
|
MASI Masimo | $117.21 -0.9% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -52.0%
|
LIN Linde | $410.71 +0.2% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +44.1%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +14.3%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | -17.3%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +46.2%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +59.3%
|
PXD Pioneer Natural Resources | $224.88 +0.0% | Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +34.1%
|
PTC PTC | $174.96 -0.5% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +31.7%
|
CDNS Cadence Design Systems | $272.37 -0.3% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +114.8%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +33.7%
|
PRGS Progress Software | $54.30 -0.2% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +21.7%
|
VUZI Vuzix | $2.09 -7.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -87.5%
|
BSX Boston Scientific | $57.81 +2.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +37.9%
|
IQV IQVIA | $231.38 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -2.3%
|
IQV IQVIA | $231.38 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -2.3%
|
IQV IQVIA | $231.38 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -2.3%
|
EXAS Exact Sciences | $73.98 -2.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -30.0%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $73.98 -2.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -30.0%
|
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 | $73.98 -2.3% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -30.0%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $7.29 -0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -70.3%
|
AHCO AdaptHealth | $7.29 -0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -70.3%
|
AHCO AdaptHealth | $7.29 -0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -70.3%
|
EXAS Exact Sciences | $73.98 -2.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -30.0%
|
BSX Boston Scientific | $57.81 +2.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +37.9%
|
VUZI Vuzix | $2.09 -7.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -87.5%
|
ADBE Adobe | $596.60 +0.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | +21.3%
|
BSX Boston Scientific | $57.81 +2.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +37.9%
|
VUZI Vuzix | $2.09 -7.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -87.5%
|
FCX Freeport-McMoRan | $42.57 -1.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -2.4%
|
HON Honeywell International | $209.71 +0.3% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -5.7%
|
ICLR ICON Public | $283.07 -0.9% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +27.3%
|
IQV IQVIA | $231.38 -0.6% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +0.3%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -16.0%
|
ORLY O'Reilly Automotive | $950.08 +0.9% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +73.4%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +18.8%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +3.3%
|
VUZI Vuzix | $2.09 -7.1% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -87.4%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | -5.7%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +21.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $45.30 -1.0% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +107.3%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +44.9%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +16.6%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +58.6%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +61.9%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +36.3%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +55.7%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | -2.7%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $17.40 -1.0% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -36.9%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +72.9%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +26.5%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +78.6%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +127.2%
|
SU Suncor Energy | $32.04 +0.5% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +107.5%
|
BDX Becton, Dickinson and Company | $243.83 +0.3% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +4.7%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +7.7%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +45.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +121.8%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -20.5%
|
MMC Marsh & McLennan Companies | $189.47 +0.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +64.8%
|
ITW Illinois Tool Works | $261.94 +0.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +26.8%
|
BA Boeing | $260.66 +0.1% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +55.8%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +5.8%
|
MCD McDonald's | $296.51 +0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +29.3%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +70.7%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +23.8%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +170.2%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +83.1%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +23.3%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +52.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +138.1%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +57.1%
|
MMC Marsh & McLennan Companies | $189.47 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +65.3%
|
LOW Lowe's Companies | $222.55 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.2%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +18.6%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +75.5%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +6.5%
|
ICE Intercontinental Exchange | $128.43 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +35.8%
|
INTC Intel | $50.25 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +1.4%
|
ICLR ICON Public | $283.07 -0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +51.8%
|
HON Honeywell International | $209.71 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +39.1%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.6%
|
EXAS Exact Sciences | $73.98 -2.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -23.2%
|
DG Dollar General | $135.95 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -28.4%
|
CR Crane | $118.14 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +92.4%
|
COST Costco Wholesale | $660.08 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +101.5%
|
CMCSA Comcast | $43.85 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +0.7%
|
KO Coca-Cola | $58.93 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +21.6%
|
CB Chubb | $226.00 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +70.7%
|
BLK BlackRock | $811.80 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.1%
|
AMP Ameriprise Financial | $379.83 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +143.0%
|
AMZN Amazon.com | $151.94 -0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -0.5%
|
V Visa | $260.35 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +32.2%
|
VFC V.F. | $18.80 -1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -69.1%
|
TJX TJX Companies | $93.81 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +80.1%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.0%
|
SU Suncor Energy | $32.04 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +90.1%
|
SHW Sherwin-Williams | $311.90 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.6%
|
CRM Salesforce | $263.14 -0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +37.8%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +35.6%
|
RSG Republic Services | $164.91 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +93.9%
|
RTX RTX | $84.14 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +37.7%
|
PG Procter & Gamble | $146.54 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +16.0%
|
PSX Phillips 66 | $133.14 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +106.1%
|
PH Parker-Hannifin | $460.70 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +148.2%
|
ORLY O'Reilly Automotive | $950.08 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +110.9%
|
NVS Novartis | $100.97 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +19.2%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -12.5%
|
MDLZ Mondelez International | $72.43 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +30.3%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +84.5%
|
MDT Medtronic | $82.38 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -14.6%
|
ICE Intercontinental Exchange | $128.43 -0.1% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +33.7%
|
XOM Exxon Mobil | $99.98 -0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +129.3%
|
CARR Carrier Global | $57.45 -0.3% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +116.0%
|
OTIS Otis Worldwide | $89.47 -0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +53.0%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +89.6%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +101.9%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +97.4%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +49.0%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +90.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +128.7%
|
TMO Thermo Fisher Scientific | $530.79 -0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +67.2%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +127.7%
|
LIN Linde | $410.71 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +116.8%
|
ECL Ecolab | $198.35 -0.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +10.3%
|
DHR Danaher | $231.34 -0.8% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +58.7%
|
BA Boeing | $260.66 +0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +71.7%
|
BDX Becton, Dickinson and Company | $243.83 +0.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -1.5%
|
AMT American Tower | $215.88 -0.6% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -16.8%
|
ADBE Adobe | $596.60 +0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +87.2%
|
WMB Williams Companies | $34.83 -0.3% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $70.22 -0.4% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +188.3%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +58.2%
|
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 | $376.04 +0.2% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +141.2%
|
ACN Accenture | $350.91 -0.2% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +104.8%
|
AMZN Amazon.com | $151.94 -0.9% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +55.4%
|
HD Home Depot | $346.55 -0.2% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +77.5%
|
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 | $34.83 -0.3% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +144.4%
|
WBA Walgreens Boots Alliance | $26.11 -1.8% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -43.5%
|
NGL NGL Energy Partners | $5.57 +2.0% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -35.3%
|
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 | $70.22 -0.4% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -8.8%
|
EL Estée Lauder Companies | $146.25 -0.9% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -32.0%
|
ICE Intercontinental Exchange | $128.43 -0.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +32.6%
|
MDLZ Mondelez International | $72.43 +0.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +21.4%
|
NGL NGL Energy Partners | $5.57 +2.0% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -41.1%
|
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 | $7.44 -2.9% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -45.1%
|
FSK FS KKR Capital | $19.97 -0.9% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -21.0%
|
SLB Schlumberger | $52.04 -0.4% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +43.8%
|
NGL NGL Energy Partners | $5.57 +2.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -44.1%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +0.1%
|
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -37.4%
|
DHR Danaher | $231.34 -0.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +71.8%
|
COST Costco Wholesale | $660.08 -0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +115.4%
|
AMZN Amazon.com | $151.94 -0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +69.3%
|
ADBE Adobe | $596.60 +0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +105.4%
|
ICLR ICON Public | $283.07 -0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +93.9%
|
LOW Lowe's Companies | $222.55 -0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +98.1%
|
MDT Medtronic | $82.38 -0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -22.6%
|
ORLY O'Reilly Automotive | $950.08 +0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +116.4%
|
TMO Thermo Fisher Scientific | $530.79 -0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +81.2%
|
V Visa | $260.35 0.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +44.6%
|
HON Honeywell International | $209.71 +0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +16.5%
|
LIN Linde | $410.71 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +109.5%
|
CVX Chevron | $149.16 -0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +27.4%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +87.8%
|
BLK BlackRock | $811.80 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +82.0%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +29.3%
|
UTX United Technologies | $84.14 0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -38.5%
|
VFC V.F. | $18.80 -1.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -79.5%
|
PG Procter & Gamble | $146.54 +0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +25.2%
|
MSFT Microsoft | $376.04 +0.2% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +165.5%
|
LMT Lockheed Martin | $453.24 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +18.0%
|
DGRO iShares Core Dividend Growth ETF | $53.82 -0.1% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +37.1%
|
INTC Intel | $50.25 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -5.2%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +47.1%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +43.1%
|
DEO Diageo | $145.66 +0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -10.1%
|
CR Crane | $118.14 -0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +45.3%
|
CMCSA Comcast | $43.85 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -4.1%
|
CL Colgate-Palmolive | $79.71 +0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +16.2%
|
KO Coca-Cola | $58.93 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +10.3%
|
CB Chubb | $226.00 +0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +45.5%
|
ROK Rockwell Automation | $310.48 0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +85.3%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +40.7%
|
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -46.3%
|
FSK FS KKR Capital | $19.97 -0.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -11.7%
|
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -44.6%
|
NGL NGL Energy Partners | $5.57 +2.0% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -57.5%
|
OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +1.9%
|
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -51.0%
|
CB Chubb | $226.00 +0.7% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +46.7%
|
KO Coca-Cola | $58.93 +0.3% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +10.7%
|
CL Colgate-Palmolive | $79.71 +0.6% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +13.2%
|
DHR Danaher | $231.34 -0.8% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +67.3%
|
EL Estée Lauder Companies | $146.25 -0.9% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -19.8%
|
XOM Exxon Mobil | $99.98 -0.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +42.7%
|
HON Honeywell International | $209.71 +0.3% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +28.8%
|
ICLR ICON Public | $283.07 -0.9% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +84.4%
|
INTC Intel | $50.25 -0.3% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +7.6%
|
LIN Linde | $410.71 +0.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +115.9%
|
PG Procter & Gamble | $146.54 +0.6% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +26.5%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -52.8%
|
FSK FS KKR Capital | $19.97 -0.9% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -18.2%
|
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -52.8%
|
NGL NGL Energy Partners | $5.57 +2.0% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -62.1%
|
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -53.4%
|
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -53.0%
|
FSK FS KKR Capital | $19.97 -0.9% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -19.2%
|
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -53.6%
|
CLNC Colony Credit Real Estate | $7.44 -2.9% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -55.7%
|
FSK FS KKR Capital | $19.97 -0.9% | 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 | $7.44 -2.9% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |