NVST Envista | $18.01 +1.2% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | -2.3%
|
NVDA NVIDIA | $128.50 +1.0% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +34.7%
|
AAPL Apple | $226.40 0.0% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +25.3%
|
V Visa | $268.15 +0.0% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -5.1%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +2.4%
|
COST Costco Wholesale | $881.42 +0.6% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +26.8%
|
CCI Crown Castle | $109.57 -0.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -5.6%
|
BABA Alibaba Group | $83.58 +3.1% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +8.2%
|
AMT American Tower | $219.51 -0.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +1.1%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.85 +0.5% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +7.6%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +182.4%
|
T AT&T | $19.53 +0.2% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +19.9%
|
MPW Medical Properties Trust | $4.67 -1.5% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -14.5%
|
LOW Lowe's Companies | $242.45 +0.9% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +24.7%
|
BNS Bank of Nova Scotia | $47.62 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +11.1%
|
AAPL Apple | $226.40 0.0% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +30.1%
|
MSFT Microsoft | $424.14 -0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +22.6%
|
ARCC Ares Capital | $20.95 +0.8% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +9.2%
|
WBD Warner Bros. Discovery | $7.68 -1.2% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -23.8%
|
CMG Chipotle Mexican Grill | $53.73 +3.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +38.3%
|
MCD McDonald's | $289.76 +1.4% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +10.5%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.85 +0.5% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +18.2%
|
T AT&T | $19.53 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +26.9%
|
SNOW Snowflake | $135.01 +2.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -7.0%
|
CCI Crown Castle | $109.57 -0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +17.8%
|
VZ Verizon Communications | $41.04 +0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +16.8%
|
CMG Chipotle Mexican Grill | $53.73 +3.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +38.3%
|
ET Energy Transfer | $16.02 -0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +21.8%
|
WBD Warner Bros. Discovery | $7.68 -1.2% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -22.7%
|
PG Procter & Gamble | $170.16 -0.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +13.4%
|
LMT Lockheed Martin | $553.76 -0.6% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +21.8%
|
BP BP | $33.53 +0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -8.4%
|
ARCC Ares Capital | $20.95 +0.8% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +10.5%
|
WBD Warner Bros. Discovery | $7.68 -1.2% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -25.3%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +32.2%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +186.4%
|
AI C3.ai | $24.83 +1.0% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -21.0%
|
AMLP Alerian MLP ETF | $46.51 +0.3% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +11.6%
|
AGAE Allied Gaming & Entertainment | $1.22 +0.8% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | +20.8%
|
MA Mastercard | $467.74 -0.3% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +19.0%
|
WBD Warner Bros. Discovery | $7.68 -1.2% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -39.9%
|
KO Coca-Cola | $69.57 +0.3% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +14.1%
|
IBM International Business Machines | $197.21 +0.6% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +39.4%
|
DBRG DigitalBridge Group | $12.22 +1.2% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -20.7%
|
ARCC Ares Capital | $20.95 +0.8% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +8.3%
|
KD Kyndryl | $23.48 +1.2% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +77.6%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.85 +0.5% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -0.2%
|
CRM Salesforce | $260.95 -0.3% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +14.4%
|
ARCC Ares Capital | $20.95 +0.8% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +9.2%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +204.4%
|
DFS Discover Financial Services | $133.36 -1.4% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +13.7%
|
MDT Medtronic | $87.51 +2.5% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -0.8%
|
LULU Lululemon Athletica | $265.63 +1.9% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -30.6%
|
AMT American Tower | $219.51 -0.4% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | +13.0%
|
VZ Verizon Communications | $41.04 +0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +5.5%
|
MCD McDonald's | $289.76 +1.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +15.4%
|
DBRG DigitalBridge Group | $12.22 +1.2% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -40.2%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +711.3%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +51.6%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.85 +0.5% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -9.8%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +384.5%
|
AAPL Apple | $226.40 0.0% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +41.4%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +51.3%
|
MPW Medical Properties Trust | $4.67 -1.5% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -77.1%
|
QQQ Invesco QQQ | $482.50 +0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +31.6%
|
BNS Bank of Nova Scotia | $47.62 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -34.9%
|
D Dominion Energy | $56.39 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -30.1%
|
PG Procter & Gamble | $170.16 -0.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +5.0%
|
DTE DTE Energy | $123.33 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +3.9%
|
CARR Carrier Global | $69.64 +1.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +42.7%
|
NEE NextEra Energy | $79.64 +0.8% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -3.6%
|
XLE Energy Select Sector SPDR Fund | $88.80 +0.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +37.1%
|
AEE Ameren | $82.35 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -6.0%
|
BNS Bank of Nova Scotia | $47.62 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -35.4%
|
WES Western Midstream Partners | $37.81 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +58.1%
|
TDC Teradata | $28.07 +2.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -34.4%
|
OTIS Otis Worldwide | $93.96 +1.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +12.0%
|
MDLZ Mondelez International | $71.10 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +5.5%
|
KYN Kayne Anderson Energy Infrastructure Fund | $10.56 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +30.0%
|
JNJ Johnson & Johnson | $161.40 +0.8% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -3.4%
|
EPD Enterprise Products Partners | $29.00 -0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +20.2%
|
ET Energy Transfer | $16.02 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +65.2%
|
CMCSA Comcast | $39.94 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -20.4%
|
DTM DT Midstream | $75.77 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +46.7%
|
EIX Edison International | $84.19 +0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +32.1%
|
TSM Taiwan Semiconductor Manufacturing | $171.43 -0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +45.2%
|
COST Costco Wholesale | $881.42 +0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +67.3%
|
KR Kroger | $52.72 +1.3% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +26.4%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.85 +0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -13.3%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.85 +0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -12.7%
|
AAPL Apple | $226.40 0.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +52.0%
|
JPM JPMorgan Chase & Co. | $214.60 +0.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +36.4%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +41.3%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +42.9%
|
AMZN Amazon.com | $180.11 +0.7% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +12.5%
|
QQQ Invesco QQQ | $482.50 +0.5% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +30.8%
|
QQQ Invesco QQQ | $482.50 +0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +30.8%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +550.6%
|
KR Kroger | $52.72 +1.3% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +38.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.85 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -14.8%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.85 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -14.8%
|
BNS Bank of Nova Scotia | $47.62 +0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -26.8%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.85 +0.4% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -14.7%
|
BABA Alibaba Group | $83.58 +3.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -60.3%
|
T AT&T | $19.53 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -32.6%
|
MO Altria Group | $51.81 +0.7% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | +4.8%
|
CCI Crown Castle | $109.57 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -40.2%
|
AMZN Amazon.com | $180.11 +0.7% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +10.1%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +795.4%
|
CCI Crown Castle | $109.57 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -40.4%
|
CCI Crown Castle | $109.57 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -40.4%
|
CCI Crown Castle | $109.57 -0.4% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -40.4%
|
AMZN Amazon.com | $180.11 +0.7% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +8.8%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +795.4%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +68.4%
|
CCI Crown Castle | $109.57 -0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -41.6%
|
LOW Lowe's Companies | $242.45 +0.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +21.7%
|
ARCC Ares Capital | $20.95 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +7.7%
|
T AT&T | $19.53 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -34.7%
|
AI C3.ai | $24.83 +1.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -60.0%
|
KO Coca-Cola | $69.57 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +28.8%
|
CRM Salesforce | $260.95 -0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +13.2%
|
LOW Lowe's Companies | $242.45 +0.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +20.3%
|
AMT American Tower | $219.51 -0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -9.1%
|
TSM Taiwan Semiconductor Manufacturing | $171.43 -0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +50.6%
|
LOW Lowe's Companies | $242.45 +0.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +36.4%
|
NIO NIO | $4.00 +3.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -93.1%
|
AMZN Amazon.com | $180.11 +0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $180.11 +0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $174.22 +1.2% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $8.10 +0.6% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -46.6%
|
REZI Resideo Technologies | $19.25 +3.2% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $180.11 +0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $45.61 +2.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $172.00 +0.2% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +145.7%
|
OXY Occidental Petroleum | $56.02 -0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -21.3%
|
COST Costco Wholesale | $881.42 +0.6% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $175.21 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $99.98 +0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $209.40 +0.3% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $333.60 +1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $0.34 -2.9% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $120.23 +6.1% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $163.09 +1.1% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +30.3%
|
AMZN Amazon.com | $180.11 +0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $87.51 +2.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $78.79 +0.9% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $104.79 +0.4% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +46.2%
|
PPL PPL | $31.55 +0.2% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $496.40 -0.2% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $180.11 +0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $951.97 +0.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $467.74 -0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $174.22 +1.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $551.48 +0.7% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $201.42 +0.7% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $127.03 +1.4% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $167.63 -0.8% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $111.38 +0.6% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $40.68 +0.1% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $77.36 +1.8% | 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 | $201.42 +0.7% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +42.0%
|
WMT Walmart | $75.24 +0.9% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $77.36 +1.8% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $424.14 -0.2% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $120.23 +6.1% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $163.09 +1.1% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $92.78 -0.2% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $41.04 +0.5% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $268.15 +0.0% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $467.74 -0.3% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $161.40 +0.8% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $171.22 +0.7% | 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 | $41.04 +0.5% | 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 | $127.03 +1.4% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $170.16 -0.1% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $553.76 -0.6% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $535.16 +1.6% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $17.58 +0.7% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $219.30 -0.1% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $0.34 -2.9% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $167.63 -0.8% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $53.73 +3.4% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $44.20 +0.4% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $214.60 +0.0% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $289.76 +1.4% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $173.43 +0.8% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $75.24 +0.9% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $41.85 +0.6% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $1,321.29 +4.2% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $41.04 +0.5% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $881.42 +0.6% | 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 | $16.45 -1.3% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $467.74 -0.3% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $424.14 -0.2% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $53.73 +3.4% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $104.79 +0.4% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $175.21 -0.4% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $41.04 +0.5% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $99.98 +0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $80.15 +0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $16.75 +0.7% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $46.51 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $34.62 +0.3% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $58.31 -1.0% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $53.73 +3.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $16.75 +0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $101.82 +1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $31.55 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $104.79 +0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $172.50 +1.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $881.42 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN (TLN) | $139.01 +3.5% | Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $145.35 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $189.07 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $58.31 -1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $189.07 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $173.43 +0.8% | 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 | $163.09 +1.1% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $161.40 +0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $163.09 +1.1% | 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 | $52.95 +0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $980.25 +1.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $377.08 +1.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $58.31 -1.0% | 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 | $161.40 +0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $267.85 +1.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $275.82 +0.9% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $34.62 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $17.58 +0.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $34.62 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $133.36 -1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $881.42 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $167.63 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $174.22 +1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $133.36 -1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $175.21 -0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $161.40 +0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $881.42 +0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $58.31 -1.0% | 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 | $41.04 +0.5% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $881.42 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $53.73 +3.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +336.4%
|
CMG Chipotle Mexican Grill | $53.73 +3.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +336.4%
|
CHKP Check Point Software Technologies | $189.07 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $58.31 -1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $226.40 0.0% | 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 | $167.63 -0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $52.95 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $69.29 +4.0% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $980.25 +1.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $115.18 +1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $117.26 -0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $173.37 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $55.36 +3.2% | 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 | $34.82 +2.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $172.50 +1.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $139.94 +0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $34.62 +0.3% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $40.68 +0.1% | 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 | $104.79 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $173.37 -0.1% | 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 | $120.23 +6.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $558.24 +1.8% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $197.21 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $21.44 -3.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $173.43 +0.8% | 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 | $578.09 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $115.18 +1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $37.87 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $133.36 -1.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $284.56 +1.1% | 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 | $34.62 +0.3% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $70.65 +1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $16.45 -1.3% | 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 | $104.00 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $197.21 +0.6% | 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 | $226.40 0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $234.76 +0.0% | 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 | $55.36 +3.2% | 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 | $173.37 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $80.80 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |