JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +6.8%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +2.5%
|
LIN Linde | $432.52 +0.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -6.8%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -1.1%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -1.1%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +8.0%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -12.9%
|
RTX RTX | $104.18 -0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +10.5%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +6.3%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +26.6%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -5.3%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +2.9%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +9.7%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -3.3%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -16.4%
|
MMC Marsh & McLennan Companies | $209.97 +0.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +4.5%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +19.6%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +24.3%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +17.5%
|
COST Costco Wholesale | $795.81 +0.3% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +16.5%
|
VUZI Vuzix | $1.42 -5.3% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -34.0%
|
EXAS Exact Sciences | $50.38 -3.0% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -31.7%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | +9.5%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +9.5%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +2.8%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +17.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
|
LIN Linde | $432.52 +0.7% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +5.7%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +23.9%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | -2.2%
|
RTX RTX | $104.18 -0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +27.3%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -3.9%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +20.1%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +25.8%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | -3.6%
|
CCLD CareCloud | $2.82 +12.4% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +173.8%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -2.5%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -6.8%
|
MMC Marsh & McLennan Companies | $209.97 +0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +7.4%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +25.7%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +30.1%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +47.3%
|
VOD Vodafone Group Public | $9.79 -0.1% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | +1.1%
|
CMP Compass Minerals International | $13.15 +3.7% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -52.3%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | +4.0%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | +4.0%
|
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 | $41.27 +0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +21.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +9.1%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +10.9%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +4.4%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +4.8%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -8.2%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +12.8%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -3.4%
|
RTX RTX | $104.18 -0.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +23.5%
|
MMC Marsh & McLennan Companies | $209.97 +0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +10.5%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +16.0%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | -1.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +25.3%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +29.6%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | +2.6%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | +2.6%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +8.7%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +32.8%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | +1.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/21/2023 | +32.6%
|
ARGO Argo Group International | $29.99
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/20/2023 | +1.5%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +2.3%
|
RTX RTX | $104.18 -0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +6.3%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +13.9%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +13.9%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -12.9%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +11.3%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +34.1%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -2.2%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +6.7%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +19.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +42.6%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +48.1%
|
AHCO AdaptHealth | $9.98 +1.3% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -17.9%
|
AHCO AdaptHealth | $9.98 +1.3% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -17.9%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -2.0%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -2.0%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +42.7%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -1.8%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +21.2%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +21.2%
|
RTX RTX | $104.18 -0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +8.5%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +9.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | +0.8%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +37.4%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -6.7%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | +0.4%
|
INTC Intel | $31.83 -0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +25.7%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +5.5%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +10.6%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +18.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +28.6%
|
PXD Pioneer Natural Resources | $269.62
| Sale $1,000,001 - $5,000,000 | 3/15/2023 | 2/1/2023 | +20.4%
|
DHR Danaher | $265.80 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.5%
|
ECL Ecolab | $233.66 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +50.9%
|
ACN Accenture | $303.59 -1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +8.8%
|
ADBE Adobe | $483.43 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +30.5%
|
AMZN Amazon.com | $184.70 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +79.1%
|
AMT American Tower | $194.51 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -12.9%
|
BLK BlackRock | $812.22 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.0%
|
KO Coca-Cola | $63.03 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.8%
|
CMCSA Comcast | $39.27 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.2%
|
COST Costco Wholesale | $795.81 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +55.7%
|
DG Dollar General | $142.13 -3.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -39.2%
|
EXAS Exact Sciences | $50.38 -3.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -25.4%
|
HD Home Depot | $344.21 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.2%
|
HON Honeywell International | $205.97 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -1.2%
|
CB Chubb | $274.28 +3.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.6%
|
ICLR ICON Public | $314.72 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +36.4%
|
INTC Intel | $31.83 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +12.6%
|
ICE Intercontinental Exchange | $138.40 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +28.7%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -5.4%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +46.3%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +46.3%
|
LMT Lockheed Martin | $466.20 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.6%
|
LOW Lowe's Companies | $231.11 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.0%
|
MDT Medtronic | $85.92 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.7%
|
MSFT Microsoft | $420.21 -0.2% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +69.6%
|
MDLZ Mondelez International | $71.23 -1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +8.8%
|
NEE NextEra Energy | $76.09 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.0%
|
NVS Novartis | $102.57 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +13.2%
|
ORLY O'Reilly Automotive | $1,012.06 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +27.7%
|
PH Parker-Hannifin | $545.11 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +67.2%
|
PSX Phillips 66 | $147.08 +1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +46.7%
|
PG Procter & Gamble | $167.64 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +17.7%
|
RTX RTX | $104.18 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.3%
|
RSG Republic Services | $188.16 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +50.7%
|
ROK Rockwell Automation | $269.76 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.4%
|
CRM Salesforce | $285.61 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +70.0%
|
TXN Texas Instruments | $195.02 +0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.1%
|
TMO Thermo Fisher Scientific | $595.30 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.4%
|
TJX TJX Companies | $100.29 +1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +22.5%
|
V Visa | $280.10 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +21.7%
|
BA Boeing | $184.95 +1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -13.2%
|
MSFT Microsoft | $420.21 -0.2% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +83.4%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -19.3%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -19.3%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -4.2%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +23.9%
|
ECL Ecolab | $233.66 +0.4% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +65.5%
|
HLT Hilton Worldwide | $204.19 -0.8% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +57.2%
|
ARCB ArcBest | $113.78 -1.2% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +55.9%
|
CCLD CareCloud | $2.82 +12.4% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $124.10 +2.9% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -10.5%
|
WYNN Wynn Resorts | $96.79 -0.1% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +18.7%
|
ADBE Adobe | $483.43 +0.1% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +47.0%
|
EXAS Exact Sciences | $50.38 -3.0% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +0.8%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -11.3%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +5.1%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +20.0%
|
RTN Return Energy | C$0.04 +40.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | |
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 1/13/2023 | 12/15/2022 | +20.0%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -2.5%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +2.0%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +19.8%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +15.5%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +69.9%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -12.2%
|
INTC Intel | $31.83 -0.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +6.7%
|
SHW Sherwin-Williams | $312.40 -0.5% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +30.6%
|
AMP Ameriprise Financial | $434.12 -0.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +33.3%
|
VFC V.F. | $12.76 -2.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -60.6%
|
CR Crane | $145.41 -0.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +39.8%
|
MMC Marsh & McLennan Companies | $209.97 +0.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +23.6%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +3.7%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +9.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +28.3%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +62.7%
|
JEPI JPMorgan Equity Premium Income ETF | $57.39 +0.2% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +9.9%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -17.5%
|
DGRO iShares Core Dividend Growth ETF | $58.55 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +31.7%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -17.5%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +45.2%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | +0.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 10/10/2022 | 9/16/2022 | +12.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/10/2022 | 9/16/2022 | +12.6%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -11.5%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +26.8%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +4.9%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +33.3%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +24.0%
|
JEPI JPMorgan Equity Premium Income ETF | $57.39 +0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +3.7%
|
ASML ASML | $924.97 +0.6% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +71.4%
|
PTC PTC | $184.22 +0.0% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +54.4%
|
CDNS Cadence Design Systems | $288.81 0.0% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +51.4%
|
CTRA Coterra Energy | $28.19 +0.6% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -4.0%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +6.4%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | -5.2%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +30.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +77.5%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.1%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -10.0%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -10.0%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +34.9%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +11.3%
|
AGCO AGCO | $110.02 +0.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | -0.6%
|
RTX RTX | $104.18 -0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +16.4%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +25.9%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | +2.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 7/15/2022 | 6/14/2022 | +1.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 7/15/2022 | 6/14/2022 | +1.9%
|
CERN Cerner | $94.92
| Sale $15,001 - $50,000 | 7/15/2022 | 6/10/2022 | |
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +19.1%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +29.2%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +29.7%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +58.7%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -13.3%
|
INTC Intel | $31.83 -0.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -27.8%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +11.5%
|
EXAS Exact Sciences | $50.38 -3.0% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | -0.3%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +26.8%
|
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 | $303.59 -1.4% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +5.9%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +71.6%
|
AHCO AdaptHealth | $9.98 +1.3% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -30.5%
|
IQV IQVIA | $231.18 -1.6% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | +1.3%
|
MDLZ Mondelez International | $71.23 -1.0% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +11.9%
|
HON Honeywell International | $205.97 -0.3% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +8.3%
|
AHCO AdaptHealth | $9.98 +1.3% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -40.1%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -16.1%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -16.1%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +23.9%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +2.8%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +9.0%
|
RTX RTX | $104.18 -0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +2.4%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | +3.8%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -7.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
|
HON Honeywell International | $205.97 -0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +13.0%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +19.1%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +40.2%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +2.7%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +47.1%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -8.3%
|
INTC Intel | $31.83 -0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -32.0%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | -7.8%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +31.3%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +14.8%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +37.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +13.6%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +13.6%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +33.1%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +57.2%
|
VUZI Vuzix | $1.42 -5.3% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -83.7%
|
MDT Medtronic | $85.92 +0.3% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -13.7%
|
ASXC Asensus Surgical | $0.26
| Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -77.0%
|
RTX RTX | $104.18 -0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +26.0%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -13.8%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -17.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.9%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +9.4%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -23.1%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +21.9%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +89.9%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +26.2%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -5.3%
|
HON Honeywell International | $205.97 -0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | +1.2%
|
ARCB ArcBest | $113.78 -1.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +7.7%
|
INTC Intel | $31.83 -0.6% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -34.7%
|
AGCO AGCO | $110.02 +0.4% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -6.2%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -14.1%
|
TJX TJX Companies | $100.29 +1.4% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +44.6%
|
PWR Quanta Services | $264.40 +0.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +124.9%
|
PH Parker-Hannifin | $545.11 +1.0% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +76.0%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $145.41 -0.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +45.3%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $158.29 -0.3% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +21.2%
|
FSK FS KKR Capital | $20.03 +0.5% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -5.6%
|
HLT Hilton Worldwide | $204.19 -0.8% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +49.9%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $80.21 +0.1% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -9.8%
|
FBND Fidelity Total Bond ETF | $44.96 -0.2% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -14.9%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +30.4%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +3.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -17.8%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +20.5%
|
V Visa | $280.10 +0.1% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +21.0%
|
ORLY O'Reilly Automotive | $1,012.06 +0.6% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +57.1%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +25.6%
|
ITW Illinois Tool Works | $250.60 +0.3% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +12.0%
|
FMAT Fidelity MSCI Materials Index ETF | $52.08 +0.8% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $162.67 +1.0% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +43.8%
|
BLK BlackRock | $812.22 +0.6% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -10.0%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +41.0%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.6%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.6%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.65 -0.2% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -17.1%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +39.7%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +39.7%
|
DGRO iShares Core Dividend Growth ETF | $58.55 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.5%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +58.5%
|
RTX RTX | $104.18 -0.1% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +20.1%
|
MDT Medtronic | $85.92 +0.3% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -34.2%
|
ACN Accenture | $303.59 -1.4% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -11.5%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +28.6%
|
SPY SPDR S&P 500 ETF Trust | $529.45 +0.1% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +22.0%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +2.3%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -10.1%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -14.1%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +12.8%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +41.4%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.3%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.3%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -10.3%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.65 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -18.4%
|
HON Honeywell International | $205.97 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -9.8%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +23.8%
|
CDNS Cadence Design Systems | $288.81 0.0% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +74.8%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +117.2%
|
ICLR ICON Public | $314.72 -0.4% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +20.5%
|
INTC Intel | $31.83 -0.6% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -40.8%
|
IQV IQVIA | $231.18 -1.6% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -12.8%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -11.6%
|
PRGS Progress Software | $51.42 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.2%
|
PRGS Progress Software | $51.42 -0.5% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +10.2%
|
RTX RTX | $104.18 -0.1% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +23.2%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +3.7%
|
AHCO AdaptHealth | $9.98 +1.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -58.5%
|
CB Chubb | $274.28 +3.5% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +46.9%
|
COST Costco Wholesale | $795.81 +0.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +76.4%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +30.0%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +59.7%
|
MMC Marsh & McLennan Companies | $209.97 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +36.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | -6.1%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | +2.4%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.4%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.4%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.65 -0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -18.6%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +34.9%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +11.0%
|
GOOGL Alphabet | $176.06 +1.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +30.7%
|
SPY SPDR S&P 500 ETF Trust | $529.45 +0.1% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +20.7%
|
FHLC Fidelity MSCI Health Care Index ETF | $68.88 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +4.2%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.4%
|
JEPI JPMorgan Equity Premium Income ETF | $57.39 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -7.0%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -2.3%
|
FDRR Fidelity Dividend ETF for Rising Rates | $47.29 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +10.9%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -9.6%
|
PTC PTC | $184.22 +0.0% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +25.7%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +49.3%
|
BSX Boston Scientific | $74.65 +0.1% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +71.3%
|
ADBE Adobe | $483.43 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -21.0%
|
TMO Thermo Fisher Scientific | $595.30 -0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +15.8%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +0.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
|
TIP iShares TIPS Bond ETF | $106.58 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -16.7%
|
TROW T. Rowe Price Group | $116.76 +0.6% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -43.0%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.65 -0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -18.5%
|
BSX Boston Scientific | $74.65 +0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +72.2%
|
VUZI Vuzix | $1.42 -5.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -92.2%
|
MDT Medtronic | $85.92 +0.3% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -31.9%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +30.4%
|
DGRO iShares Core Dividend Growth ETF | $58.55 +0.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +15.5%
|
ITW Illinois Tool Works | $250.60 +0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +11.6%
|
HD Home Depot | $344.21 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +7.1%
|
FQAL Fidelity Quality Factor ETF | $59.19 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +19.1%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +16.5%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $13.12 -0.1% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -19.3%
|
DXCM DexCom | $131.36 -0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +23.1%
|
DHR Danaher | $265.80 +0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -2.4%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +70.0%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +57.3%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +32.9%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -5.8%
|
HON Honeywell International | $205.97 -0.3% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -5.8%
|
ASXC Asensus Surgical | $0.26
| Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -92.1%
|
ACN Accenture | $303.59 -1.4% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +3.0%
|
PSX Phillips 66 | $147.08 +1.6% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +63.3%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +58.6%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +58.6%
|
MASI Masimo | $124.10 +2.9% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -49.2%
|
MASI Masimo | $124.10 +2.9% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -49.2%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +13.6%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | +3.6%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +63.4%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +90.7%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
|
PTC PTC | $184.22 +0.0% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +38.6%
|
CDNS Cadence Design Systems | $288.81 0.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +127.7%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +57.4%
|
PRGS Progress Software | $51.42 -0.5% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +15.3%
|
VUZI Vuzix | $1.42 -5.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.5%
|
BSX Boston Scientific | $74.65 +0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +78.1%
|
IQV IQVIA | $231.18 -1.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -2.3%
|
IQV IQVIA | $231.18 -1.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -2.3%
|
IQV IQVIA | $231.18 -1.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -2.3%
|
EXAS Exact Sciences | $50.38 -3.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -52.4%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $50.38 -3.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -52.4%
|
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 | $50.38 -3.0% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -52.4%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $9.98 +1.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.3%
|
AHCO AdaptHealth | $9.98 +1.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.3%
|
AHCO AdaptHealth | $9.98 +1.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.3%
|
EXAS Exact Sciences | $50.38 -3.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -52.4%
|
BSX Boston Scientific | $74.65 +0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +78.1%
|
VUZI Vuzix | $1.42 -5.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.5%
|
ADBE Adobe | $483.43 +0.1% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | -1.7%
|
BSX Boston Scientific | $74.65 +0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +78.1%
|
VUZI Vuzix | $1.42 -5.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -91.5%
|
FCX Freeport-McMoRan | $54.23 +4.2% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +24.3%
|
HON Honeywell International | $205.97 -0.3% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -7.4%
|
ICLR ICON Public | $314.72 -0.4% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +41.5%
|
IQV IQVIA | $231.18 -1.6% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +0.3%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +5.3%
|
ORLY O'Reilly Automotive | $1,012.06 +0.6% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +84.7%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +3.2%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +19.8%
|
VUZI Vuzix | $1.42 -5.3% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -91.4%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +7.8%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +5.3%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $49.62 +0.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +127.1%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +71.7%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +15.8%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +77.2%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +93.7%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +17.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +83.2%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +11.4%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $19.89 +1.3% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -27.9%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +104.9%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +25.6%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +99.6%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +171.8%
|
SU Suncor Energy | $40.09 +0.8% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +159.7%
|
BDX Becton, Dickinson and Company | $236.30 -0.1% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +1.5%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +23.2%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +25.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +161.0%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -0.4%
|
MMC Marsh & McLennan Companies | $209.97 +0.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +82.7%
|
ITW Illinois Tool Works | $250.60 +0.3% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +21.3%
|
BA Boeing | $184.95 +1.1% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +10.5%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +4.4%
|
MCD McDonald's | $272.38 -0.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +18.8%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +102.3%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +22.9%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +223.4%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +104.6%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +41.0%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +31.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +180.2%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +35.9%
|
MMC Marsh & McLennan Companies | $209.97 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +83.2%
|
LOW Lowe's Companies | $231.11 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +55.0%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.0%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +111.3%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +5.1%
|
ICE Intercontinental Exchange | $138.40 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +46.4%
|
INTC Intel | $31.83 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -35.8%
|
ICLR ICON Public | $314.72 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +68.7%
|
HON Honeywell International | $205.97 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +36.6%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +28.7%
|
EXAS Exact Sciences | $50.38 -3.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -47.7%
|
DG Dollar General | $142.13 -3.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -25.2%
|
CR Crane | $145.41 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +136.8%
|
COST Costco Wholesale | $795.81 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +142.9%
|
CMCSA Comcast | $39.27 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -9.8%
|
KO Coca-Cola | $63.03 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +30.0%
|
CB Chubb | $274.28 +3.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +107.2%
|
BLK BlackRock | $812.22 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.2%
|
AMP Ameriprise Financial | $434.12 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +177.7%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +20.9%
|
V Visa | $280.10 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +42.2%
|
VFC V.F. | $12.76 -2.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -79.0%
|
TJX TJX Companies | $100.29 +1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +92.6%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +47.6%
|
SU Suncor Energy | $40.09 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +137.9%
|
SHW Sherwin-Williams | $312.40 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.8%
|
CRM Salesforce | $285.61 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.6%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +17.8%
|
RSG Republic Services | $188.16 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +121.2%
|
RTX RTX | $104.18 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +70.5%
|
PG Procter & Gamble | $167.64 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +32.7%
|
PSX Phillips 66 | $147.08 +1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +127.7%
|
PH Parker-Hannifin | $545.11 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +193.6%
|
ORLY O'Reilly Automotive | $1,012.06 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +124.7%
|
NVS Novartis | $102.57 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +21.1%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +9.6%
|
MDLZ Mondelez International | $71.23 -1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +28.2%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +106.1%
|
MDT Medtronic | $85.92 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -10.9%
|
ICE Intercontinental Exchange | $138.40 +0.9% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +44.1%
|
XOM Exxon Mobil | $119.64 +1.5% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +174.3%
|
CARR Carrier Global | $65.23 +0.4% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +145.2%
|
OTIS Otis Worldwide | $96.79 +0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +65.5%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +124.7%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +125.6%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +136.2%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +70.4%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +65.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +169.1%
|
TMO Thermo Fisher Scientific | $595.30 -0.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +87.6%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +154.5%
|
ECL Ecolab | $233.66 +0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +29.9%
|
DHR Danaher | $265.80 +0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +82.4%
|
BA Boeing | $184.95 +1.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +21.8%
|
BDX Becton, Dickinson and Company | $236.30 -0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -4.5%
|
AMT American Tower | $194.51 -0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -25.1%
|
ADBE Adobe | $483.43 +0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +51.7%
|
WMB Williams Companies | $41.27 +0.8% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $82.63 +0.5% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +239.2%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +81.0%
|
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 | $420.21 -0.2% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +169.6%
|
ACN Accenture | $303.59 -1.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +77.2%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +88.9%
|
HD Home Depot | $344.21 +0.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +76.3%
|
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 | $41.27 +0.8% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +189.6%
|
WBA Walgreens Boots Alliance | $18.18 -0.9% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -60.7%
|
NGL NGL Energy Partners | $5.70
| Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -33.8%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.74
| Purchase $100,001 - $250,000 | 3/17/2020 | 2/27/2020 | -0.8%
|
BBBY Bed Bath & Beyond | $0.08
| Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -99.2%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +7.3%
|
EL Estée Lauder Companies | $134.75 -2.5% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -37.3%
|
ICE Intercontinental Exchange | $138.40 +0.9% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +42.9%
|
MDLZ Mondelez International | $71.23 -1.0% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +19.4%
|
NGL NGL Energy Partners | $5.70
| Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -39.7%
|
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 | $6.32 +0.5% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -53.3%
|
FSK FS KKR Capital | $20.03 +0.5% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -20.8%
|
SLB Schlumberger | $48.59 +0.4% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +34.3%
|
NGL NGL Energy Partners | $5.70
| Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -42.8%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +17.8%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -46.8%
|
DHR Danaher | $265.80 +0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +97.4%
|
COST Costco Wholesale | $795.81 +0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +159.6%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +105.8%
|
ADBE Adobe | $483.43 +0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +66.4%
|
ICLR ICON Public | $314.72 -0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +115.6%
|
LOW Lowe's Companies | $231.11 -0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +105.7%
|
MDT Medtronic | $85.92 +0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -19.2%
|
ORLY O'Reilly Automotive | $1,012.06 +0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +130.6%
|
TMO Thermo Fisher Scientific | $595.30 -0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +103.2%
|
V Visa | $280.10 +0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +55.6%
|
HON Honeywell International | $205.97 -0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +14.4%
|
CVX Chevron | $162.67 +1.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +38.9%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +62.5%
|
BLK BlackRock | $812.22 +0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +82.1%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +47.9%
|
UTX United Technologies | $104.18 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -23.9%
|
VFC V.F. | $12.76 -2.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -86.1%
|
PG Procter & Gamble | $167.64 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +43.2%
|
MSFT Microsoft | $420.21 -0.2% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +196.7%
|
LMT Lockheed Martin | $466.20 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +21.4%
|
DGRO iShares Core Dividend Growth ETF | $58.55 +0.3% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +49.2%
|
INTC Intel | $31.83 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -39.9%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +46.1%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +71.2%
|
DEO Diageo | $142.40 -0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -12.1%
|
CR Crane | $145.41 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +78.8%
|
CMCSA Comcast | $39.27 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -14.1%
|
CL Colgate-Palmolive | $94.13 -0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +37.2%
|
KO Coca-Cola | $63.03 -0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +18.0%
|
CB Chubb | $274.28 +3.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +76.6%
|
ROK Rockwell Automation | $269.76 -0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +61.0%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +69.4%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -54.4%
|
FSK FS KKR Capital | $20.03 +0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -11.5%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -52.9%
|
NGL NGL Energy Partners | $5.70
| Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -56.5%
|
OKE ONEOK | $82.63 +0.5% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +19.9%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -58.4%
|
CB Chubb | $274.28 +3.5% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +78.1%
|
KO Coca-Cola | $63.03 -0.5% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +18.4%
|
CL Colgate-Palmolive | $94.13 -0.4% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +33.7%
|
DHR Danaher | $265.80 +0.4% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +92.2%
|
EL Estée Lauder Companies | $134.75 -2.5% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -26.1%
|
XOM Exxon Mobil | $119.64 +1.5% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +70.7%
|
HON Honeywell International | $205.97 -0.3% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +26.5%
|
ICLR ICON Public | $314.72 -0.4% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +105.0%
|
INTC Intel | $31.83 -0.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -31.8%
|
PG Procter & Gamble | $167.64 -0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +44.7%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -59.9%
|
FSK FS KKR Capital | $20.03 +0.5% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -17.9%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -59.9%
|
NGL NGL Energy Partners | $5.70
| Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -61.2%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -60.4%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -60.1%
|
FSK FS KKR Capital | $20.03 +0.5% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -19.0%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -60.5%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -62.4%
|
FSK FS KKR Capital | $20.03 +0.5% | 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 | $6.32 +0.5% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |