PAVE Global X U.S. Infrastructure Development ETF | $34.46 -0.5% | Sale $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +39.7%
|
PPA Invesco Aerospace & Defense ETF | $92.16 0.0% | Purchase $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +33.1%
|
VCSH Vanguard Short-Term Corporate Bond Index Fund | $77.37 +0.0% | Sale $1,001 - $15,000 | 6/9/2022 | 5/17/2022 | +0.8%
|
AMJ JPMorgan Alerian MLP Index ETN | $25.36 -0.2% | Sale $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +42.8%
|
MDY SPDR S&P MidCap 400 ETF Trust | $507.38 -1.0% | Purchase $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +4.0%
|
PAVE Global X U.S. Infrastructure Development ETF | $34.46 -0.5% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/11/2020 | +64.6%
|
IWM iShares Russell 2000 ETF | $200.71 -1.6% | Sale $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +6.0%
|
PAVE Global X U.S. Infrastructure Development ETF | $34.46 -0.5% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +63.3%
|
IWM iShares Russell 2000 ETF | $200.71 -1.6% | Sale $1,001 - $15,000 | 7/27/2021 | 12/2/2020 | +9.7%
|
IWM iShares Russell 2000 ETF | $200.71 -1.6% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +46.7%
|
IVV iShares Core S&P 500 ETF | $477.63 -0.3% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +54.8%
|
IEFA iShares Core MSCI EAFE ETF | $70.35 +0.0% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +23.7%
|
SPY SPDR S&P 500 ETF Trust | $475.31 -0.3% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +47.1%
|
KBE SPDR S&P Bank ETF | $46.02 -1.3% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +25.5%
|
VONE Vanguard Russell 1000 | $216.94 -0.3% | Purchase $50,001 - $100,000 | 7/27/2021 | 3/26/2020 | +82.4%
|
SPY SPDR S&P 500 ETF Trust | $475.31 -0.3% | Purchase $1,001 - $15,000 | 7/27/2021 | 3/11/2020 | +73.3%
|
GBDC Golub Capital BDC | $15.10 -1.4% | Purchase $1,001 - $15,000 | 7/27/2021 | 2/25/2020 | -14.1%
|
IVE iShares S&P 500 Value ETF | $173.89 -0.2% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +33.6%
|
IWN iShares Russell 2000 Value ETF | $155.33 -1.5% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +20.7%
|
MDY SPDR S&P MidCap 400 ETF Trust | $507.38 -1.0% | Purchase $1,001 - $15,000 | 7/30/2020 | 9/20/2019 | +43.2%
|
IJR iShares Core S&P Small-Cap ETF | $108.25 -1.4% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +37.5%
|
IVV iShares Core S&P 500 ETF | $477.63 -0.3% | Purchase $15,001 - $50,000 | 7/30/2020 | 7/24/2019 | +58.1%
|
IJH iShares Core S&P Mid-Cap ETF | $277.15 -1.0% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +40.2%
|
AMJ JPMorgan Alerian MLP Index ETN | $25.36 -0.2% | Sale $1,001 - $15,000 | 7/30/2020 | 7/8/2019 | 0.0%
|
VEA Vanguard FTSE Developed Markets ETF | $47.90 0.0% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +15.3%
|
SPY SPDR S&P 500 ETF Trust | $475.31 -0.3% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +61.4%
|
GBDC Golub Capital BDC | $15.10 -1.4% | Purchase $15,001 - $50,000 | 7/30/2020 | 5/30/2019 | -15.1%
|
VCSH Vanguard Short-Term Corporate Bond Index Fund | $77.37 +0.0% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/22/2019 | -2.8%
|
IJR iShares Core S&P Small-Cap ETF | $108.25 -1.4% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +35.9%
|
IEFA iShares Core MSCI EAFE ETF | $70.35 +0.0% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +16.5%
|
IVV iShares Core S&P 500 ETF | $477.63 -0.3% | Purchase $1,001 - $15,000 | 7/30/2020 | 3/4/2019 | +69.9%
|
IJH iShares Core S&P Mid-Cap ETF | $277.15 -1.0% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +44.6%
|
QQQ Invesco QQQ | $409.52 -0.4% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
QQQ Invesco QQQ | $409.52 -0.4% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
VGT Vanguard Information Technology ETF | $484.00 -0.6% | Purchase $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
GBDC Golub Capital BDC | $15.10 -1.4% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/21/2018 | |
IWM iShares Russell 2000 ETF | $200.71 -1.6% | Sale $100,001 - $250,000 | 5/8/2019 | 12/21/2018 | |
PKB Invesco Building & Construction ETF | $63.12 -0.4% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
PCY Invesco Emerging Markets Sovereign Debt ETF | $20.62 -0.4% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond Index Fund | $77.37 +0.0% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
QQQ Invesco QQQ | $409.52 -0.4% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
IWO iShares Russell 2000 Growth ETF | $252.22 -1.6% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $94.73 -0.3% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond Index Fund | $77.37 +0.0% | Purchase $100,001 - $250,000 | 5/8/2019 | 12/11/2018 | |
SPY SPDR S&P 500 ETF Trust | $475.31 -0.3% | Purchase $15,001 - $50,000 | 5/8/2019 | 10/26/2018 | |
MDY SPDR S&P MidCap 400 ETF Trust | $507.38 -1.0% | Sale $15,001 - $50,000 | 5/8/2019 | 9/5/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $94.73 -0.3% | Sale $15,001 - $50,000 | 5/8/2019 | 6/6/2018 | |
BLK BlackRock | $811.80 -0.3% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +63.9%
|
QQQ Invesco QQQ | $409.52 -0.4% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +162.4%
|
EFA iShares MSCI EAFE ETF | $75.35 +0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
IWM iShares Russell 2000 ETF | $200.71 -1.6% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +38.1%
|
AMJ JPMorgan Alerian MLP Index ETN | $25.36 -0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $63.12 -0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +106.9%
|
QQQ Invesco QQQ | $409.52 -0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +162.4%
|
QQQ Invesco QQQ | $409.52 -0.4% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +162.4%
|
NKE NIKE | $108.57 -0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +69.0%
|
MRK Merck & Co., Inc. | $109.02 +0.2% | Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +146.2%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +160.4%
|
KBE SPDR S&P Bank ETF | $46.02 -1.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
DISCA Warner Bros. Discovery | $24.43
| Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $63.12 -0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +106.9%
|
VEA Vanguard FTSE Developed Markets ETF | $47.90 0.0% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/16/2018 | |
SPY SPDR S&P 500 ETF Trust | $475.31 -0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $507.38 -1.0% | Sale $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
SPY SPDR S&P 500 ETF Trust | $475.31 -0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $507.38 -1.0% | Sale $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
KMI Kinder Morgan | $17.64 -0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
GE General Electric | $127.63 -0.5% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
AMZN Amazon.com | $151.94 -0.9% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
OXY Occidental Petroleum | $59.71 -0.4% | Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
UPS United Parcel Service | $157.23 -0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
NKE NIKE | $108.57 -0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
MET MetLife | $66.13 -0.2% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
PKB Invesco Building & Construction ETF | $63.12 -0.4% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KMI Kinder Morgan | $17.64 -0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $46.02 -1.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
PKB Invesco Building & Construction ETF | $63.12 -0.4% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
OXY Occidental Petroleum | $59.71 -0.4% | Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
NKE NIKE | $108.57 -0.2% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
MET MetLife | $66.13 -0.2% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
UPS United Parcel Service | $157.23 -0.1% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
AMZN Amazon.com | $151.94 -0.9% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
GE General Electric | $127.63 -0.5% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $46.02 -1.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $47.90 0.0% | Purchase $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $75.35 +0.1% | Sale $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $75.35 +0.1% | Sale $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $47.90 0.0% | Purchase $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
KBE SPDR S&P Bank ETF | $46.02 -1.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
KBE SPDR S&P Bank ETF | $46.02 -1.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
PKB Invesco Building & Construction ETF | $63.12 -0.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
RYH Invesco S&P 500 Equal Weight Health Care ETF | $29.78 -0.2% | Sale $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
QQQ Invesco QQQ | $409.52 -0.4% | Sale $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
IBB iShares Biotechnology ETF | $135.85 -0.9% | Sale $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $89.29 -1.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $89.29 -1.7% | Purchase $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IBB iShares Biotechnology ETF | $135.85 -0.9% | Sale $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IWF iShares Russell 1000 Growth ETF | $303.17 -0.3% | Purchase $100,001 - $250,000 | 7/26/2017 | 1/30/2017 | |
IWF iShares Russell 1000 Growth ETF | $303.17 -0.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 1/26/2017 | |
EFA iShares MSCI EAFE ETF | $75.35 +0.1% | Sale $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $36.98 +0.1% | Purchase $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $36.98 +0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
EFA iShares MSCI EAFE ETF | $75.35 +0.1% | Sale $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
IWM iShares Russell 2000 ETF | $200.71 -1.6% | Purchase $15,001 - $50,000 | 7/26/2017 | 12/21/2016 | |
PKB Invesco Building & Construction ETF | $63.12 -0.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $200.71 -1.6% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $200.71 -1.6% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
PKB Invesco Building & Construction ETF | $63.12 -0.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
QIHU (QIHU) | $76.92
| Exchange $1,001 - $15,000 | 7/26/2017 | 7/18/2016 | |
NRE Northstar Realty Europe | $17.02
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |
NRF Northstar Realty Finance | $16.13
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |