| CCI Crown Castle | $115.19 -0.8% | Sale $1,001 - $15,000 | 12/28/2023 | 12/28/2023 | -0.8%
|
| VLO Valero Energy | $130.00 -0.1% | Purchase $15,001 - $50,000 | 12/18/2023 | 12/8/2023 | +5.9%
|
| PANW Palo Alto Networks | $294.88 -0.2% | Purchase $15,001 - $50,000 | 12/18/2023 | 12/8/2023 | -1.2%
|
| ABBV AbbVie | $154.97 +0.1% | Sale $1,001 - $15,000 | 12/18/2023 | 12/8/2023 | +3.8%
|
| BX Blackstone | $130.92 -1.7% | Purchase $15,001 - $50,000 | 12/18/2023 | 12/8/2023 | +16.3%
|
| BX Blackstone | $130.92 -1.7% | Sale $1,001 - $15,000 | 12/18/2023 | 12/8/2023 | +16.3%
|
| NVDA NVIDIA | $495.22
| Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +8.8%
|
| CME CME Group | $210.60 -0.2% | Sale $15,001 - $50,000 | 12/18/2023 | 12/6/2023 | -1.7%
|
Mullin, Markwayne Senate (R-OK) | VLTO Veralto | $82.26 -0.9% | Sale (Partial) $1,001 - $15,000 | 12/28/2023 | 12/5/2023 | +8.9%
|
| WFC Wells Fargo & Company | $49.22 -0.5% | Purchase $1,001 - $15,000 | 12/18/2023 | 12/5/2023 | +10.6%
|
| MDT Medtronic | $82.38 -0.4% | Purchase $15,001 - $50,000 | 12/14/2023 | 12/5/2023 | +4.5%
|
| AAPL Apple | $192.53 -0.5% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +1.6%
|
| STZ Constellation Brands | $241.75 -0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +0.6%
|
| KO Coca-Cola | $58.93 +0.3% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +0.6%
|
| ADBE Adobe | $596.60 +0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | -1.3%
|
| RTX RTX | $84.14 0.0% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +1.2%
|
| AXP American Express | $187.34 -0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +8.1%
|
| HLT Hilton Worldwide | $182.09 +0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +6.1%
|
| DE Deere & Company | $399.87 +0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +8.4%
|
| AZO AutoZone | $2,585.61 +0.7% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | -2.9%
|
| KLAC KLA | $581.30 -0.8% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +7.7%
|
| COP ConocoPhillips | $116.07 -0.4% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +1.3%
|
| AMAT Applied Materials | $162.07 -0.6% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +9.3%
|
| GS The Goldman Sachs Group | $385.77 -0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +10.4%
|
| ICE Intercontinental Exchange | $128.43 -0.1% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +11.6%
|
| LLY Eli Lilly and Company | $582.92 +0.4% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | -0.5%
|
| EW Edwards Lifesciences | $76.25 -0.6% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +10.2%
|
| PEP PepsiCo | $169.84 +0.3% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +0.4%
|
| TMUS T-Mobile US | $160.33 +0.9% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +4.9%
|
| CMG Chipotle Mexican Grill | $2,286.96 +0.4% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +3.1%
|
| ZTS Zoetis | $197.37 +0.1% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +8.4%
|
| MA Mastercard | $426.51 +0.0% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +4.5%
|
| ABT Abbott Laboratories | $110.07 -0.3% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +4.6%
|
| BSX Boston Scientific | $57.81 +2.7% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +5.6%
|
| AMD Advanced Micro Devices | $147.41 -0.9% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +24.3%
|
| CMCSA Comcast | $43.85 -0.6% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +1.8%
|
| GOOG Alphabet | $140.93 -0.2% | Sale $15,001 - $50,000 | 12/15/2023 | 12/4/2023 | +7.9%
|
| AMZN Amazon.com | $151.94 -0.9% | Sale $15,001 - $50,000 | 12/15/2023 | 12/4/2023 | +4.9%
|
| CVX Chevron | $149.16 -0.4% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +3.0%
|
| COST Costco Wholesale | $660.08 -0.5% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +10.2%
|
| SBUX Starbucks | $96.01 +0.1% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | -1.6%
|
| HD Home Depot | $346.55 -0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +7.0%
|
| V Visa | $260.35 0.0% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +2.3%
|
| JPM JPMorgan Chase & Co. | $170.10 -0.1% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +7.7%
|
| FI Fiserv | $132.84 -0.4% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +1.9%
|
| TXN Texas Instruments | $170.46 -0.7% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +8.3%
|
| SPGI S&P Global | $440.52 -0.3% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +3.8%
|
| BRK.B Berkshire Hathaway | $356.66 -0.3% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | 0.0%
|
| CAT Caterpillar | $295.67 -0.4% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +16.1%
|
| HON Honeywell International | $209.71 +0.3% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +5.7%
|
| VLO Valero Energy | $130.00 -0.1% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +2.8%
|
| PG Procter & Gamble | $146.54 +0.6% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | -3.6%
|
| LRCX Lam Research | $783.26 -0.8% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +10.3%
|
| ELV Elevance Health | $471.56 +0.6% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | -2.4%
|
| SHW Sherwin-Williams | $311.90 -0.3% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +10.8%
|
| NKE NIKE | $108.57 -0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | -5.7%
|
| PANW Palo Alto Networks | $294.88 -0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +2.9%
|
| CRM Salesforce | $263.14 -0.9% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +5.0%
|
| DHR Danaher | $231.34 -0.8% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +4.2%
|
| UNH UnitedHealth Group | $526.47 +0.3% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | -4.0%
|
| BLK BlackRock | $811.80 -0.3% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +7.3%
|
| TMO Thermo Fisher Scientific | $530.79 -0.4% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +7.1%
|
| EMR Emerson Electric | $97.33 +0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +9.5%
|
| UNP Union Pacific | $245.62 -0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +5.0%
|
| NVDA NVIDIA | $495.22
| Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +8.8%
|
| META Meta Platforms | $353.96 -1.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +10.6%
|
| MSFT Microsoft | $376.04 +0.2% | Sale $15,001 - $50,000 | 12/15/2023 | 12/4/2023 | +1.9%
|
| CSX CSX | $34.67 -0.2% | Sale $1,001 - $15,000 | 12/15/2023 | 12/4/2023 | +3.0%
|
| MSFT Microsoft | $376.04 +0.2% | Sale (Partial) $1,001 - $15,000 | 12/11/2023 | 11/30/2023 | -0.8%
|
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.28 +0.0% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +1.2%
|
| T AT&T | $16.78 +0.2% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +3.0%
|
| TLT iShares 20+ Year Treasury Bond ETF | $98.88 -0.9% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/29/2023 | +6.7%
|
| SHY iShares 1-3 Year Treasury Bond ETF | $82.04 +0.0% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/29/2023 | +0.4%
|
| GOOGL Alphabet | $139.69 -0.4% | Sale $1,001 - $15,000 | 12/8/2023 | 11/29/2023 | +3.5%
|
| NOW ServiceNow | $706.49 +0.6% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/29/2023 | +4.1%
|
| VLTO Veralto | $82.26 -0.9% | Sale (Full) $1,001 - $15,000 | 12/7/2023 | 11/29/2023 | +10.8%
|
| CRT Cross Timbers Royalty Trust | $17.56 -1.3% | Purchase $1,001 - $15,000 | 12/5/2023 | 11/29/2023 | -9.9%
|
| TMO Thermo Fisher Scientific | $530.79 -0.4% | Sale $1,001 - $15,000 | 12/8/2023 | 11/28/2023 | +9.2%
|
| PANW Palo Alto Networks | $294.88 -0.2% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/28/2023 | +6.1%
|
| HCA HCA Healthcare | $270.68 +0.1% | Sale $1,001 - $15,000 | 12/8/2023 | 11/28/2023 | +9.7%
|
| CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $97.26 -0.2% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +4.1%
|
| CRT Cross Timbers Royalty Trust | $17.56 -1.3% | Purchase $1,001 - $15,000 | 12/5/2023 | 11/28/2023 | -12.3%
|
| SHEL Shell | $65.80 +0.5% | Sale (Full) $1,001 - $15,000 | 12/19/2023 | 11/27/2023 | 0.0%
|
| WFC Wells Fargo & Company | $49.22 -0.5% | Sale (Partial) $1,001 - $15,000 | 12/19/2023 | 11/27/2023 | +14.4%
|
| ROK Rockwell Automation | $310.48 0.0% | Sale $1,001 - $15,000 | 12/8/2023 | 11/27/2023 | +14.5%
|
| PWR Quanta Services | $215.80 -0.3% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/27/2023 | +16.2%
|
| NVDA NVIDIA | $495.22
| Purchase $1,000,001 - $5,000,000 | 12/21/2023 | 11/22/2023 | +1.7%
|
| MDLZ Mondelez International | $72.43 +0.2% | Purchase $1,001 - $15,000 | 12/15/2023 | 11/22/2023 | +1.3%
|
| MO Altria Group | $40.34 +0.4% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | -2.1%
|
| V Visa | $260.35 0.0% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +2.6%
|
| WBD Warner Bros. Discovery | $11.38 -2.7% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | +6.8%
|
| MMM 3M | $109.32 -0.3% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +14.6%
|
| INTC Intel | $50.25 -0.3% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | +15.1%
|
| MKL Markel Group | $1,419.90 +0.6% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | -0.7%
|
| PCH PotlatchDeltic | $49.10 -0.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | +3.0%
|
| FIS Fidelity National Information Services | $60.07 -1.2% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +10.4%
|
| PCH PotlatchDeltic | $49.10 -0.9% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +3.0%
|
| PM Philip Morris International | $94.08
| Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +0.3%
|
| NOW ServiceNow | $706.49 +0.6% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/22/2023 | +5.5%
|
| CRM Salesforce | $263.14 -0.9% | Sale $1,001 - $15,000 | 12/8/2023 | 11/22/2023 | +17.6%
|
| FGBI First Guaranty Bancshares | $11.12
| Sale (Full) $15,001 - $50,000 | 12/15/2023 | 11/21/2023 | +16.9%
|
| CLF Cleveland-Cliffs | $20.42 -1.9% | Sale (Full) $1,001 - $15,000 | 12/15/2023 | 11/21/2023 | +20.8%
|
| KEY KeyCorp | $14.40 -1.0% | Purchase $15,001 - $50,000 | 12/15/2023 | 11/21/2023 | +19.9%
|
| ABBV AbbVie | $154.97 +0.1% | Sale (Full) $1,001 - $15,000 | 12/15/2023 | 11/20/2023 | +12.0%
|
| CELH Celsius | $54.52 -1.7% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/20/2023 | +0.6%
|
| MNST Monster Beverage | $57.61 +0.3% | Sale $1,001 - $15,000 | 12/8/2023 | 11/20/2023 | +5.1%
|
| BMY Bristol-Myers Squibb | $51.31 +0.2% | Sale (Full) $1,001 - $15,000 | 12/15/2023 | 11/16/2023 | +0.9%
|
| LLY Eli Lilly and Company | $582.92 +0.4% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/16/2023 | -1.0%
|
| AZO AutoZone | $2,585.61 +0.7% | Sale $1,001 - $15,000 | 12/8/2023 | 11/16/2023 | -2.7%
|
| MCK McKesson | $462.98 +1.2% | Sale $1,001 - $15,000 | 12/8/2023 | 11/16/2023 | +2.7%
|
| DASH DoorDash | $98.89 -1.3% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/16/2023 | +4.0%
|
| KMB Kimberly-Clark | $121.51 +0.6% | Sale (Full) $50,001 - $100,000 | 12/7/2023 | 11/16/2023 | -0.2%
|
| CHX ChampionX | $29.21 -1.5% | Sale $15,001 - $50,000 | 12/4/2023 | 11/16/2023 | +0.3%
|
| HON Honeywell International | $209.71 +0.3% | Sale $50,001 - $100,000 | 12/4/2023 | 11/16/2023 | +10.0%
|
| ASML ASML | $756.92 -0.1% | Sale $15,001 - $50,000 | 12/4/2023 | 11/16/2023 | +11.2%
|
| AORT Artivion | $17.88 -1.9% | Purchase $50,001 - $100,000 | 11/20/2023 | 11/16/2023 | +26.9%
|
| PG Procter & Gamble | $146.54 +0.6% | Purchase $1,001 - $15,000 | 12/18/2023 | 11/15/2023 | -3.2%
|
| AMAT Applied Materials | $162.07 -0.6% | Sale (Full) $1,001 - $15,000 | 12/15/2023 | 11/15/2023 | +4.3%
|
| MCHP Microchip Technology | $90.18 -0.7% | Sale (Full) $1,001 - $15,000 | 12/15/2023 | 11/15/2023 | +9.3%
|
| INTA Intapp | $38.02 -2.0% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/15/2023 | -1.9%
|
| MMC Marsh & McLennan Companies | $189.47 +0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -3.1%
|
| ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +7.8%
|
| ARLP Alliance Resource Partners | $21.18 +2.0% | Purchase $1,001 - $15,000 | 12/5/2023 | 11/15/2023 | -4.7%
|
| NWN Northwest Natural | $38.94 -0.2% | Purchase $1,001 - $15,000 | 12/4/2023 | 11/15/2023 | +4.2%
|
| OXY Occidental Petroleum | $59.71 -0.4% | Sale (Full) $1,001 - $15,000 | 12/15/2023 | 11/14/2023 | -3.3%
|
| MSFT Microsoft | $376.04 +0.2% | Sale $1,000,001 - $5,000,000 | 12/8/2023 | 11/14/2023 | +1.6%
|
| MSFT Microsoft | $376.04 +0.2% | Purchase $5,000,001 - $25,000,000 | 12/8/2023 | 11/14/2023 | +1.6%
|
| MSFT Microsoft | $376.04 +0.2% | Sale $5,000,001 - $25,000,000 | 12/8/2023 | 11/14/2023 | +1.6%
|
| MSFT Microsoft | $376.04 +0.2% | Purchase $1,000,001 - $5,000,000 | 12/8/2023 | 11/14/2023 | +1.6%
|
| TXN Texas Instruments | $170.46 -0.7% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +13.7%
|
| OKE ONEOK | $70.22 -0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +6.8%
|
| UBER Uber Technologies | $61.57 -2.5% | Purchase $1,001 - $15,000 | 12/11/2023 | 11/13/2023 | +17.9%
|
| ULTA Ulta Beauty | $489.99 +0.6% | Purchase $1,001 - $15,000 | 12/11/2023 | 11/13/2023 | +25.5%
|
| DT Dynatrace | $54.69 -1.2% | Purchase $1,001 - $15,000 | 12/11/2023 | 11/13/2023 | +6.4%
|
| MEDP Medpace | $306.53 -1.3% | Purchase $1,001 - $15,000 | 12/11/2023 | 11/13/2023 | +11.1%
|
| REGN Regeneron Pharmaceuticals | $878.29 -0.4% | Sale $1,001 - $15,000 | 12/8/2023 | 11/13/2023 | +10.2%
|
| LLY Eli Lilly and Company | $582.92 +0.4% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/13/2023 | -4.9%
|
| EXAS Exact Sciences | $73.98 -2.3% | Sale $1,001 - $15,000 | 12/8/2023 | 11/13/2023 | +24.8%
|
| HCA HCA Healthcare | $270.68 +0.1% | Sale $1,001 - $15,000 | 12/8/2023 | 11/13/2023 | +17.7%
|
| LDOS Leidos | $108.24 +0.3% | Sale $15,001 - $50,000 | 11/14/2023 | 11/13/2023 | +3.7%
|
| D Dominion Energy | $47.00 -0.1% | Sale $1,001 - $15,000 | 11/14/2023 | 11/13/2023 | +5.5%
|
| SAIC Science Applications International | $124.32 -0.4% | Sale $1,001 - $15,000 | 11/14/2023 | 11/13/2023 | +9.3%
|
| GOOG Alphabet | $140.93 -0.2% | Sale $1,001 - $15,000 | 12/8/2023 | 11/10/2023 | +5.1%
|
| AORT Artivion | $17.88 -1.9% | Purchase $50,001 - $100,000 | 11/20/2023 | 11/10/2023 | +34.2%
|
| MSFT Microsoft | $376.04 +0.2% | Sale (Full) $1,001 - $15,000 | 12/15/2023 | 11/9/2023 | +4.3%
|
| CLF Cleveland-Cliffs | $20.42 -1.9% | Sale (Full) $1,001 - $15,000 | 12/15/2023 | 11/9/2023 | +24.2%
|
| MNST Monster Beverage | $57.61 +0.3% | Sale $1,001 - $15,000 | 12/8/2023 | 11/9/2023 | +4.6%
|
| ASML ASML | $756.92 -0.1% | Sale $1,001 - $15,000 | 12/8/2023 | 11/9/2023 | +19.3%
|
| PYPL PayPal | $61.41 -2.6% | Sale $1,001 - $15,000 | 12/4/2023 | 11/9/2023 | +13.1%
|
| TLH iShares 10-20 Year Treasury Bond ETF | $108.26 -0.6% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/8/2023 | +8.8%
|
| ABBV AbbVie | $154.97 +0.1% | Sale $1,001 - $15,000 | 12/8/2023 | 11/8/2023 | +9.1%
|
| ADBE Adobe | $596.60 +0.2% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/8/2023 | +1.9%
|
| CRM Salesforce | $263.14 -0.9% | Sale $1,001 - $15,000 | 12/8/2023 | 11/8/2023 | +24.4%
|
| NOW ServiceNow | $706.49 +0.6% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/8/2023 | +12.9%
|
| CELH Celsius | $54.52 -1.7% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/8/2023 | -8.8%
|
| IP International Paper | $36.15 -0.3% | Sale $1,001 - $15,000 | 12/4/2023 | 11/8/2023 | +7.7%
|
| TCMD Tactile Systems Technology | $14.30 -1.9% | Purchase $100,001 - $250,000 | 11/20/2023 | 11/8/2023 | +43.0%
|
| X United States Steel | $48.65 0.0% | Purchase $1,001 - $15,000 | 12/15/2023 | 11/7/2023 | +42.3%
|
| SHY iShares 1-3 Year Treasury Bond ETF | $82.04 +0.0% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +1.1%
|
| TLT iShares 20+ Year Treasury Bond ETF | $98.88 -0.9% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +12.3%
|
| CMBS iShares CMBS ETF | $46.79 -0.1% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +4.2%
|
| AGZ iShares Agency Bond ETF | $108.43 -0.1% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +2.3%
|
| GBIL Goldman Sachs TreasuryAccess 0-1 Year ETF | $99.74 +0.0% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | -0.1%
|
| JMBS Janus Henderson Mortgage-Backed Securities ETF | $45.94 0.0% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +5.9%
|
| MBB iShares MBS ETF | $94.08 -0.1% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +5.8%
|
| GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $46.31 -0.2% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +7.1%
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| TMUS T-Mobile US | $160.33 +0.9% | Purchase $15,001 - $50,000 | 12/4/2023 | 11/7/2023 | +9.0%
|
| EOG EOG Resources | $120.95 -0.3% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | -5.6%
|
| UNP Union Pacific | $245.62 -0.2% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +15.8%
|
| MPW Medical Properties Trust | $4.91 -3.3% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -10.1%
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| CELH Celsius | $54.52 -1.7% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/2/2023 | +1.0%
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| BNS Bank of Nova Scotia | $48.69 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +13.6%
|
| LOW Lowe's Companies | $222.55 -0.2% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +14.5%
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| ANET Arista Networks | $235.51 -0.6% | Purchase $1,001 - $15,000 | 12/8/2023 | 11/1/2023 | +11.7%
|
| ANET Arista Networks | $235.51 -0.6% | Purchase $1,001 - $15,000 | 11/20/2023 | 11/1/2023 | +11.7%
|
| WBD Warner Bros. Discovery | $11.38 -2.7% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | +12.9%
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| ARCC Ares Capital | $20.03 -0.2% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +4.4%
|
| MSFT Microsoft | $376.04 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +8.7%
|
| AAPL Apple | $192.53 -0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +10.7%
|
| JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +22.3%
|
| CLX Clorox | $142.59 +0.4% | Sale (Partial) $1,001 - $15,000 | 11/16/2023 | 10/31/2023 | +21.1%
|
| CLX Clorox | $142.59 +0.4% | Sale (Partial) $100,001 - $250,000 | 11/16/2023 | 10/31/2023 | +21.1%
|
| CLF Cleveland-Cliffs | $20.42 -1.9% | Sale (Full) $1,001 - $15,000 | 11/16/2023 | 10/31/2023 | +21.7%
|
| CLX Clorox | $142.59 +0.4% | Sale (Full) $50,001 - $100,000 | 11/16/2023 | 10/31/2023 | +21.1%
|
| HPQ HP | $30.09 -0.3% | Sale (Full) $15,001 - $50,000 | 11/16/2023 | 10/31/2023 | +14.3%
|
| KMB Kimberly-Clark | $121.51 +0.6% | Sale (Full) $100,001 - $250,000 | 11/16/2023 | 10/31/2023 | +1.6%
|
| KMB Kimberly-Clark | $121.51 +0.6% | Sale (Full) $1,001 - $15,000 | 11/16/2023 | 10/31/2023 | +1.6%
|
| CLX Clorox | $142.59 +0.4% | Sale (Partial) $15,001 - $50,000 | 11/16/2023 | 10/31/2023 | +21.1%
|
| BP BP | $35.40 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -3.3%
|
| LMT Lockheed Martin | $453.24 +0.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | -0.3%
|
| PG Procter & Gamble | $146.54 +0.6% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | -2.3%
|
| WBD Warner Bros. Discovery | $11.38 -2.7% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +14.5%
|
| ET Energy Transfer | $13.80 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +4.9%
|
| CMG Chipotle Mexican Grill | $2,286.96 +0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +17.8%
|
| VZ Verizon Communications | $37.70 +0.6% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +7.3%
|
| CCI Crown Castle | $115.19 -0.8% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +23.9%
|
| SNOW Snowflake | $199.00 -1.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +37.1%
|
| T AT&T | $16.78 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +9.0%
|
| MCD McDonald's | $296.51 +0.2% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +13.1%
|
| CMG Chipotle Mexican Grill | $2,286.96 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +17.8%
|