JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +4.1%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +3.0%
|
LIN Linde | $435.04 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -6.3%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -0.8%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -0.8%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +9.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -14.9%
|
RTX RTX | $105.43 +0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +11.9%
|
UNH UnitedHealth Group | $523.55 +1.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +6.1%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +28.0%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -5.1%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +3.7%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +8.1%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -5.5%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -16.4%
|
MMC Marsh & McLennan Companies | $209.93 +0.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +4.4%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +20.1%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +26.9%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +14.5%
|
COST Costco Wholesale | $800.93 +1.0% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +17.2%
|
VUZI Vuzix | $1.54 -3.8% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -28.4%
|
EXAS Exact Sciences | $53.52 +4.9% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -27.5%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | +9.9%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +9.9%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +3.3%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +19.0%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
|
LIN Linde | $435.04 +0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +6.3%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +25.3%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | -4.4%
|
RTX RTX | $105.43 +0.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +28.8%
|
UNH UnitedHealth Group | $523.55 +1.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -4.1%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +18.3%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +26.7%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | -3.4%
|
CCLD CareCloud | $2.94 +5.4% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +185.4%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -4.6%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -6.8%
|
MMC Marsh & McLennan Companies | $209.93 +0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +7.4%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +26.3%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +32.7%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +43.5%
|
VOD Vodafone Group Public | $9.54 -2.2% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -1.4%
|
CMP Compass Minerals International | $13.31 +0.8% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -51.7%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | +4.4%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | +4.4%
|
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 | $41.79 +0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +23.1%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
|
UNH UnitedHealth Group | $523.55 +1.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +8.9%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +12.1%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +2.0%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +3.3%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -8.0%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +13.6%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -5.5%
|
RTX RTX | $105.43 +0.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +25.0%
|
MMC Marsh & McLennan Companies | $209.93 +0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +10.5%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +18.3%
|
ACN Accenture | $303.68 -0.7% | 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 | $83.01 +0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +25.9%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +26.3%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | +3.0%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | +3.0%
|
UNH UnitedHealth Group | $523.55 +1.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +8.5%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +34.5%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | +1.9%
|
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 | $76.95 +1.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +3.5%
|
RTX RTX | $105.43 +0.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +7.6%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +11.2%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +11.2%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -12.7%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +9.7%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +35.1%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -4.4%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +6.7%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +21.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +43.2%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +44.4%
|
AHCO AdaptHealth | $9.76 -1.3% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -19.7%
|
AHCO AdaptHealth | $9.76 -1.3% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -19.7%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -1.6%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -1.6%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +44.5%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -1.3%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +18.4%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +18.4%
|
RTX RTX | $105.43 +0.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +9.8%
|
UNH UnitedHealth Group | $523.55 +1.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +9.1%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | +1.9%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +38.4%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -6.5%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | -1.8%
|
INTC Intel | $31.74 -1.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +25.3%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +5.6%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +12.9%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +19.0%
|
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 | $266.55 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.8%
|
ECL Ecolab | $235.00 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +51.8%
|
ACN Accenture | $303.68 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +8.8%
|
ADBE Adobe | $481.85 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +30.1%
|
AMZN Amazon.com | $183.15 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +77.6%
|
AMT American Tower | $194.23 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -13.1%
|
BLK BlackRock | $804.93 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.0%
|
KO Coca-Cola | $62.93 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.6%
|
CMCSA Comcast | $39.21
| Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.4%
|
COST Costco Wholesale | $800.93 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +56.7%
|
DG Dollar General | $142.60 +3.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -39.0%
|
EXAS Exact Sciences | $53.52 +4.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -20.7%
|
HD Home Depot | $336.21 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.7%
|
HON Honeywell International | $203.51 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.4%
|
CB Chubb | $265.00 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +16.5%
|
ICLR ICON Public | $317.88 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +37.8%
|
INTC Intel | $31.74 -1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +12.3%
|
ICE Intercontinental Exchange | $137.27 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +27.6%
|
JNJ Johnson & Johnson | $151.25 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -7.4%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +42.6%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +42.6%
|
LMT Lockheed Martin | $468.31 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.1%
|
LOW Lowe's Companies | $224.82 -1.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +8.0%
|
MDT Medtronic | $85.19 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.8%
|
MSFT Microsoft | $429.04 +0.9% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +73.1%
|
MDLZ Mondelez International | $70.66 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +8.0%
|
NEE NextEra Energy | $76.95 +1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.1%
|
NVS Novartis | $102.84
| Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +13.5%
|
ORLY O'Reilly Automotive | $995.59 +0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +25.7%
|
PH Parker-Hannifin | $546.87 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +67.8%
|
PSX Phillips 66 | $144.14 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +43.8%
|
PG Procter & Gamble | $168.38 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +18.3%
|
RTX RTX | $105.43 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +5.6%
|
RSG Republic Services | $186.48 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +49.4%
|
ROK Rockwell Automation | $270.36 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.1%
|
CRM Salesforce | $283.76 -1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +68.9%
|
TXN Texas Instruments | $199.01 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +12.3%
|
TMO Thermo Fisher Scientific | $590.12 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.5%
|
TJX TJX Companies | $97.69 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +19.3%
|
V Visa | $276.02 -0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +19.9%
|
BA Boeing | $184.79 -1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -13.2%
|
MSFT Microsoft | $429.04 +0.9% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +87.3%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -19.1%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -19.1%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -3.7%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +25.4%
|
ECL Ecolab | $235.00 +0.1% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +66.4%
|
HLT Hilton Worldwide | $205.80 +0.1% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +58.4%
|
ARCB ArcBest | $108.91 -3.8% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +49.3%
|
CCLD CareCloud | $2.94 +5.4% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $124.52 -1.7% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -10.2%
|
WYNN Wynn Resorts | $96.59 -1.1% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +18.4%
|
ADBE Adobe | $481.85 -0.6% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +46.6%
|
EXAS Exact Sciences | $53.52 +4.9% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +7.0%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -10.3%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +2.6%
|
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 | $523.55 +1.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -2.7%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +2.2%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +20.7%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +13.8%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +73.4%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -14.1%
|
INTC Intel | $31.74 -1.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +6.4%
|
SHW Sherwin-Williams | $309.96 +0.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +29.5%
|
AMP Ameriprise Financial | $434.08 +0.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +33.3%
|
VFC V.F. | $12.46 +1.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -61.5%
|
CR Crane | $147.94 +0.6% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +42.2%
|
MMC Marsh & McLennan Companies | $209.93 +0.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +23.6%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +3.8%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +12.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +28.9%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +58.5%
|
JEPI JPMorgan Equity Premium Income ETF | $57.21 -0.2% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +9.5%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -17.2%
|
DGRO iShares Core Dividend Growth ETF | $58.40 +0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +31.3%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -17.2%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +47.0%
|
UNH UnitedHealth Group | $523.55 +1.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | +0.1%
|
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 | $76.95 +1.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -10.5%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +23.8%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +5.2%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +34.2%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +22.1%
|
JEPI JPMorgan Equity Premium Income ETF | $57.21 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +3.4%
|
ASML ASML | $925.27 -1.5% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +71.4%
|
PTC PTC | $182.67 -0.7% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +53.1%
|
CDNS Cadence Design Systems | $290.10 -0.8% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +52.1%
|
CTRA Coterra Energy | $27.84 -2.1% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -5.1%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +8.5%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | -5.2%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +30.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +73.0%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.0%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -9.7%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -9.7%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +36.6%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +11.8%
|
AGCO AGCO | $108.14 -1.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | -2.3%
|
RTX RTX | $105.43 +0.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +17.8%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +22.9%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | +3.7%
|
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 | $117.87 -0.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +17.3%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +29.5%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +30.6%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +62.0%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -15.2%
|
INTC Intel | $31.74 -1.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -28.0%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +13.7%
|
EXAS Exact Sciences | $53.52 +4.9% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +5.9%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +27.3%
|
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 | $303.68 -0.7% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +5.9%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +67.2%
|
AHCO AdaptHealth | $9.76 -1.3% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -32.0%
|
IQV IQVIA | $229.38 -0.3% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | +0.5%
|
MDLZ Mondelez International | $70.66 +0.6% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +11.0%
|
HON Honeywell International | $203.51 -0.5% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +7.0%
|
AHCO AdaptHealth | $9.76 -1.3% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -41.4%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -15.8%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -15.8%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +25.5%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +3.2%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +6.5%
|
RTX RTX | $105.43 +0.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +3.7%
|
UNH UnitedHealth Group | $523.55 +1.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | +3.6%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -6.1%
|
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 | $203.51 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +11.7%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +20.0%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +38.1%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +3.0%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +50.2%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -10.4%
|
INTC Intel | $31.74 -1.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -32.2%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | -7.8%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +31.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +17.1%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +34.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +14.0%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +14.0%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +33.7%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +59.1%
|
VUZI Vuzix | $1.54 -3.8% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -82.3%
|
MDT Medtronic | $85.19 +0.8% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -14.4%
|
ASXC Asensus Surgical | $0.25
| Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -78.0%
|
RTX RTX | $105.43 +0.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +27.5%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -15.8%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -16.4%
|
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 | $523.55 +1.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +9.2%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -22.9%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +22.8%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +87.1%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +28.8%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -7.4%
|
HON Honeywell International | $203.51 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | 0.0%
|
ARCB ArcBest | $108.91 -3.8% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +3.0%
|
INTC Intel | $31.74 -1.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -34.9%
|
AGCO AGCO | $108.14 -1.8% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -7.8%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -14.1%
|
TJX TJX Companies | $97.69 -0.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +40.8%
|
PWR Quanta Services | $272.08 +1.7% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +131.5%
|
PH Parker-Hannifin | $546.87 -0.2% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +76.6%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $147.94 +0.6% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +47.8%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $160.47 +0.1% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +22.9%
|
FSK FS KKR Capital | $20.19 +0.8% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -4.9%
|
HLT Hilton Worldwide | $205.80 +0.1% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +51.1%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $80.00 +0.3% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -10.0%
|
FBND Fidelity Total Bond ETF | $45.03 +0.3% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -14.8%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +31.0%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +5.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -17.7%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +17.5%
|
V Visa | $276.02 -0.9% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +19.3%
|
ORLY O'Reilly Automotive | $995.59 +0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +54.5%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +26.2%
|
ITW Illinois Tool Works | $248.77 -0.7% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +11.2%
|
FMAT Fidelity MSCI Materials Index ETF | $52.12 -0.1% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $159.97 -0.7% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +41.4%
|
BLK BlackRock | $804.93 0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -10.9%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +41.0%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.4%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.4%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.66 +0.2% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -17.1%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.2%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.2%
|
DGRO iShares Core Dividend Growth ETF | $58.40 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.2%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +60.5%
|
RTX RTX | $105.43 +0.4% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +21.5%
|
MDT Medtronic | $85.19 +0.8% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -34.8%
|
ACN Accenture | $303.68 -0.7% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -11.5%
|
UNH UnitedHealth Group | $523.55 +1.2% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +28.3%
|
SPY SPDR S&P 500 ETF Trust | $531.33 +0.2% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +22.4%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | -0.1%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -9.1%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -13.9%
|
EMR Emerson Electric | $113.70
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +13.6%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +44.3%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.1%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.1%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -12.2%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.66 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -18.3%
|
HON Honeywell International | $203.51 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -10.9%
|
UNH UnitedHealth Group | $523.55 +1.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +23.6%
|
CDNS Cadence Design Systems | $290.10 -0.8% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +75.6%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +114.0%
|
ICLR ICON Public | $317.88 -0.3% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +21.7%
|
INTC Intel | $31.74 -1.1% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -40.9%
|
IQV IQVIA | $229.38 -0.3% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -13.5%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -13.5%
|
PRGS Progress Software | $51.31 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +9.9%
|
PRGS Progress Software | $51.31 -0.6% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +9.9%
|
RTX RTX | $105.43 +0.4% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +24.7%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +5.8%
|
AHCO AdaptHealth | $9.76 -1.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -59.4%
|
CB Chubb | $265.00 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +42.0%
|
COST Costco Wholesale | $800.93 +1.0% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +77.5%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +30.5%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +60.4%
|
MMC Marsh & McLennan Companies | $209.93 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +36.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | -6.1%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | +4.5%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.2%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.2%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.66 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -18.6%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +31.5%
|
AMZN Amazon.com | $183.15 -0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +10.1%
|
GOOGL Alphabet | $177.85 +0.5% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +32.0%
|
SPY SPDR S&P 500 ETF Trust | $531.33 +0.2% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +21.2%
|
FHLC Fidelity MSCI Health Care Index ETF | $68.77 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +4.1%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.3%
|
JEPI JPMorgan Equity Premium Income ETF | $57.21 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -7.3%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -1.2%
|
FDRR Fidelity Dividend ETF for Rising Rates | $47.38 +0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +11.1%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -9.4%
|
PTC PTC | $182.67 -0.7% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +24.7%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +52.5%
|
BSX Boston Scientific | $75.69 +0.4% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +73.7%
|
ADBE Adobe | $481.85 -0.6% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -21.3%
|
TMO Thermo Fisher Scientific | $590.12 -0.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +14.8%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +2.5%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
|
TIP iShares TIPS Bond ETF | $106.74 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -16.6%
|
TROW T. Rowe Price Group | $117.63 +0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -42.6%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.66 +0.2% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -18.5%
|
BSX Boston Scientific | $75.69 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +74.6%
|
VUZI Vuzix | $1.54 -3.8% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -91.5%
|
MDT Medtronic | $85.19 +0.8% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -32.5%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +27.1%
|
DGRO iShares Core Dividend Growth ETF | $58.40 +0.2% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +15.2%
|
ITW Illinois Tool Works | $248.77 -0.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +10.8%
|
HD Home Depot | $336.21 -0.5% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +4.6%
|
FQAL Fidelity Quality Factor ETF | $59.43 0.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +19.6%
|
EMR Emerson Electric | $113.70
| Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +17.3%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $13.14 +0.5% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -19.1%
|
DXCM DexCom | $130.84 +0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +22.6%
|
DHR Danaher | $266.55 -0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -2.1%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +70.5%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +59.3%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +29.6%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -7.9%
|
HON Honeywell International | $203.51 -0.5% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -7.0%
|
ASXC Asensus Surgical | $0.25
| Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -92.5%
|
ACN Accenture | $303.68 -0.7% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +3.1%
|
PSX Phillips 66 | $144.14 -0.2% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +60.1%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +61.9%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +61.9%
|
MASI Masimo | $124.52 -1.7% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -49.0%
|
MASI Masimo | $124.52 -1.7% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -49.0%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +10.9%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | +4.8%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +66.8%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +87.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
|
PTC PTC | $182.67 -0.7% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +37.5%
|
CDNS Cadence Design Systems | $290.10 -0.8% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +128.7%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +58.1%
|
PRGS Progress Software | $51.31 -0.6% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +15.0%
|
VUZI Vuzix | $1.54 -3.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -90.7%
|
BSX Boston Scientific | $75.69 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +80.6%
|
IQV IQVIA | $229.38 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.1%
|
IQV IQVIA | $229.38 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.1%
|
IQV IQVIA | $229.38 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -3.1%
|
EXAS Exact Sciences | $53.52 +4.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -49.4%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $53.52 +4.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -49.4%
|
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 | $53.52 +4.9% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -49.4%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $9.76 -1.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -60.2%
|
AHCO AdaptHealth | $9.76 -1.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -60.2%
|
AHCO AdaptHealth | $9.76 -1.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -60.2%
|
EXAS Exact Sciences | $53.52 +4.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -49.4%
|
BSX Boston Scientific | $75.69 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +80.6%
|
VUZI Vuzix | $1.54 -3.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -90.7%
|
ADBE Adobe | $481.85 -0.6% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | -2.0%
|
BSX Boston Scientific | $75.69 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +80.6%
|
VUZI Vuzix | $1.54 -3.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -90.7%
|
FCX Freeport-McMoRan | $54.32 -1.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +24.5%
|
HON Honeywell International | $203.51 -0.5% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -8.5%
|
ICLR ICON Public | $317.88 -0.3% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +43.0%
|
IQV IQVIA | $229.38 -0.3% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -0.5%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +6.4%
|
ORLY O'Reilly Automotive | $995.59 +0.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +81.7%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +3.4%
|
EMR Emerson Electric | $113.70
| Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +20.7%
|
VUZI Vuzix | $1.54 -3.8% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -90.7%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +10.1%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +5.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $49.78 -0.5% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +127.8%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +73.8%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +13.1%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +80.9%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +90.8%
|
ACN Accenture | $303.68 -0.7% | 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 | $83.01 +0.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +84.0%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +13.6%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $19.99 +0.3% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -27.5%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +107.5%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +22.7%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +103.8%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +167.8%
|
SU Suncor Energy | $41.05 +3.0% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +165.9%
|
BDX Becton, Dickinson and Company | $234.86 -1.0% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +0.8%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +25.7%
|
ACN Accenture | $303.68 -0.7% | 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 | $83.01 +0.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +162.2%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +0.7%
|
MMC Marsh & McLennan Companies | $209.93 +0.4% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +82.6%
|
ITW Illinois Tool Works | $248.77 -0.7% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +20.4%
|
BA Boeing | $184.79 -1.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +10.4%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +2.1%
|
MCD McDonald's | $265.87 -0.7% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +15.9%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +104.9%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +20.1%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +218.6%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +108.9%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +43.9%
|
ACN Accenture | $303.68 -0.7% | 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 | $83.01 +0.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +181.5%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +36.0%
|
MMC Marsh & McLennan Companies | $209.93 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +83.2%
|
LOW Lowe's Companies | $224.82 -1.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +50.8%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.6%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +106.0%
|
JNJ Johnson & Johnson | $151.25 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +2.8%
|
ICE Intercontinental Exchange | $137.27 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +45.2%
|
INTC Intel | $31.74 -1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -36.0%
|
ICLR ICON Public | $317.88 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +70.4%
|
HON Honeywell International | $203.51 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +35.0%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +25.7%
|
EXAS Exact Sciences | $53.52 +4.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -44.5%
|
DG Dollar General | $142.60 +3.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -24.9%
|
CR Crane | $147.94 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +140.9%
|
COST Costco Wholesale | $800.93 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +144.5%
|
CMCSA Comcast | $39.21
| Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -10.0%
|
KO Coca-Cola | $62.93 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.8%
|
CB Chubb | $265.00 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +100.2%
|
BLK BlackRock | $804.93 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +39.9%
|
AMP Ameriprise Financial | $434.08 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +177.7%
|
AMZN Amazon.com | $183.15 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +19.9%
|
V Visa | $276.02 -0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +40.2%
|
VFC V.F. | $12.46 +1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -79.5%
|
TJX TJX Companies | $97.69 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +87.6%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +50.6%
|
SU Suncor Energy | $41.05 +3.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +143.6%
|
SHW Sherwin-Williams | $309.96 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +48.7%
|
CRM Salesforce | $283.76 -1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +48.6%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +18.1%
|
RSG Republic Services | $186.48 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +119.3%
|
RTX RTX | $105.43 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +72.6%
|
PG Procter & Gamble | $168.38 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +33.3%
|
PSX Phillips 66 | $144.14 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +123.2%
|
PH Parker-Hannifin | $546.87 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +194.6%
|
ORLY O'Reilly Automotive | $995.59 +0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +121.0%
|
NVS Novartis | $102.84
| Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +21.4%
|
NEE NextEra Energy | $76.95 +1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +10.9%
|
MDLZ Mondelez International | $70.66 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +27.1%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +110.5%
|
MDT Medtronic | $85.19 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -11.7%
|
ICE Intercontinental Exchange | $137.27 +0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +42.9%
|
XOM Exxon Mobil | $117.87 -0.7% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +170.3%
|
CARR Carrier Global | $66.22 +0.4% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +148.9%
|
OTIS Otis Worldwide | $98.15 +1.1% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +67.8%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +127.5%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +130.3%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +132.7%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +73.9%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +65.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +170.3%
|
TMO Thermo Fisher Scientific | $590.12 -0.7% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +85.9%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +159.8%
|
ECL Ecolab | $235.00 +0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +30.7%
|
DHR Danaher | $266.55 -0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +82.9%
|
BA Boeing | $184.79 -1.0% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +21.7%
|
BDX Becton, Dickinson and Company | $234.86 -1.0% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -5.1%
|
AMT American Tower | $194.23 +1.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -25.2%
|
ADBE Adobe | $481.85 -0.6% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +51.2%
|
WMB Williams Companies | $41.79 +0.8% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $83.01 +0.4% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +240.8%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +84.7%
|
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 | $429.04 +0.9% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +175.2%
|
ACN Accenture | $303.68 -0.7% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +77.2%
|
AMZN Amazon.com | $183.15 -0.2% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +87.3%
|
HD Home Depot | $336.21 -0.5% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +72.2%
|
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 | $41.79 +0.8% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +193.3%
|
WBA Walgreens Boots Alliance | $16.68 -6.4% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -63.9%
|
NGL NGL Energy Partners | $5.72 +1.1% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -33.6%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.76 +0.0% | 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 | $83.01 +0.4% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +7.8%
|
EL Estée Lauder Companies | $132.72 +1.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -38.3%
|
ICE Intercontinental Exchange | $137.27 +0.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +41.7%
|
MDLZ Mondelez International | $70.66 +0.6% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +18.4%
|
NGL NGL Energy Partners | $5.72 +1.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -39.5%
|
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 | $6.28 -0.6% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -53.6%
|
FSK FS KKR Capital | $20.19 +0.8% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -20.1%
|
SLB Schlumberger | $48.29 +0.1% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +33.4%
|
NGL NGL Energy Partners | $5.72 +1.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -42.6%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +18.4%
|
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -47.1%
|
DHR Danaher | $266.55 -0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +98.0%
|
COST Costco Wholesale | $800.93 +1.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +161.3%
|
AMZN Amazon.com | $183.15 -0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +104.1%
|
ADBE Adobe | $481.85 -0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +65.9%
|
ICLR ICON Public | $317.88 -0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +117.8%
|
LOW Lowe's Companies | $224.82 -1.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +100.1%
|
MDT Medtronic | $85.19 +0.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -19.9%
|
ORLY O'Reilly Automotive | $995.59 +0.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +126.8%
|
TMO Thermo Fisher Scientific | $590.12 -0.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +101.4%
|
V Visa | $276.02 -0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +53.3%
|
HON Honeywell International | $203.51 -0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +13.0%
|
CVX Chevron | $159.97 -0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +36.6%
|
ACN Accenture | $303.68 -0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +62.5%
|
BLK BlackRock | $804.93 0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +80.4%
|
TXN Texas Instruments | $199.01 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +50.9%
|
UTX United Technologies | $105.43 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -22.9%
|
VFC V.F. | $12.46 +1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -86.4%
|
PG Procter & Gamble | $168.38 +0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +43.9%
|
MSFT Microsoft | $429.04 +0.9% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +203.0%
|
LMT Lockheed Martin | $468.31 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +22.0%
|
DGRO iShares Core Dividend Growth ETF | $58.40 +0.2% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +48.8%
|
INTC Intel | $31.74 -1.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -40.1%
|
HD Home Depot | $336.21 -0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +42.7%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +68.7%
|
DEO Diageo | $139.72 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -13.8%
|
CR Crane | $147.94 +0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +81.9%
|
CMCSA Comcast | $39.21
| Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -14.2%
|
CL Colgate-Palmolive | $95.17 +0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +38.7%
|
KO Coca-Cola | $62.93 +0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +17.8%
|
CB Chubb | $265.00 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +70.6%
|
ROK Rockwell Automation | $270.36 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +61.3%
|
JPM JPMorgan Chase & Co. | $199.58 +2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +65.1%
|
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -54.7%
|
FSK FS KKR Capital | $20.19 +0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -10.7%
|
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -53.2%
|
NGL NGL Energy Partners | $5.72 +1.1% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -56.3%
|
OKE ONEOK | $83.01 +0.4% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +20.5%
|
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -58.6%
|
CB Chubb | $265.00 +0.3% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +72.1%
|
KO Coca-Cola | $62.93 +0.6% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +18.2%
|
CL Colgate-Palmolive | $95.17 +0.8% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +35.1%
|
DHR Danaher | $266.55 -0.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +92.7%
|
EL Estée Lauder Companies | $132.72 +1.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -27.2%
|
XOM Exxon Mobil | $117.87 -0.7% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +68.2%
|
HON Honeywell International | $203.51 -0.5% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +25.0%
|
ICLR ICON Public | $317.88 -0.3% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +107.1%
|
INTC Intel | $31.74 -1.1% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -32.0%
|
PG Procter & Gamble | $168.38 +0.6% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +45.3%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -60.2%
|
FSK FS KKR Capital | $20.19 +0.8% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -17.3%
|
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -60.2%
|
NGL NGL Energy Partners | $5.72 +1.1% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -61.0%
|
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -60.6%
|
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -60.3%
|
FSK FS KKR Capital | $20.19 +0.8% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -18.3%
|
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -60.8%
|
CLNC Colony Credit Real Estate | $6.28 -0.6% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -62.6%
|
FSK FS KKR Capital | $20.19 +0.8% | 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 | $6.28 -0.6% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |