PAVE Global X U.S. Infrastructure Development ETF | $38.98 +0.1% | Sale $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +58.0%
|
PPA Invesco Aerospace & Defense ETF | $105.51 +0.4% | Purchase $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +52.4%
|
VCSH Vanguard Short-Term Corporate Bond ETF | $77.07
| Sale $1,001 - $15,000 | 6/9/2022 | 5/17/2022 | +0.4%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.39 -0.7% | Sale $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +59.9%
|
MDY SPDR S&P MidCap 400 ETF Trust | $552.08 +0.1% | Purchase $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +13.1%
|
PAVE Global X U.S. Infrastructure Development ETF | $38.98 +0.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/11/2020 | +86.2%
|
IWM iShares Russell 2000 ETF | $208.94 +0.4% | Sale $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +10.3%
|
PAVE Global X U.S. Infrastructure Development ETF | $38.98 +0.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +84.7%
|
IWM iShares Russell 2000 ETF | $208.94 +0.4% | Sale $1,001 - $15,000 | 7/27/2021 | 12/2/2020 | +14.2%
|
IWM iShares Russell 2000 ETF | $208.94 +0.4% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +52.7%
|
IVV iShares Core S&P 500 ETF | $532.76 +0.1% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +72.7%
|
IEFA iShares Core MSCI EAFE ETF | $75.85 +0.3% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +33.4%
|
SPY SPDR S&P 500 ETF Trust | $530.15 +0.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +64.1%
|
KBE SPDR S&P Bank ETF | $47.54 -0.8% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +29.7%
|
VONE Vanguard Russell 1000 | $240.93 +0.1% | Purchase $50,001 - $100,000 | 7/27/2021 | 3/26/2020 | +102.5%
|
SPY SPDR S&P 500 ETF Trust | $530.15 +0.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 3/11/2020 | +93.3%
|
GBDC Golub Capital BDC | $16.42 +0.2% | Purchase $1,001 - $15,000 | 7/27/2021 | 2/25/2020 | -6.5%
|
IVE iShares S&P 500 Value ETF | $185.84 -0.5% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +42.8%
|
IWN iShares Russell 2000 Value ETF | $158.75 +0.0% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +23.4%
|
MDY SPDR S&P MidCap 400 ETF Trust | $552.08 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 9/20/2019 | +55.8%
|
IJR iShares Core S&P Small-Cap ETF | $110.50 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +40.4%
|
IVV iShares Core S&P 500 ETF | $532.76 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 7/24/2019 | +76.4%
|
IJH iShares Core S&P Mid-Cap ETF | $60.35 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +52.7%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.39 -0.7% | Sale $1,001 - $15,000 | 7/30/2020 | 7/8/2019 | +12.0%
|
VEA Vanguard FTSE Developed Markets ETF | $51.17 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +23.2%
|
SPY SPDR S&P 500 ETF Trust | $530.15 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +80.0%
|
GBDC Golub Capital BDC | $16.42 +0.2% | Purchase $15,001 - $50,000 | 7/30/2020 | 5/30/2019 | -7.7%
|
VCSH Vanguard Short-Term Corporate Bond ETF | $77.07
| Purchase $15,001 - $50,000 | 7/30/2020 | 3/22/2019 | -3.2%
|
IJR iShares Core S&P Small-Cap ETF | $110.50 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +38.7%
|
IEFA iShares Core MSCI EAFE ETF | $75.85 +0.3% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +25.6%
|
IVV iShares Core S&P 500 ETF | $532.76 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 3/4/2019 | +89.5%
|
IJH iShares Core S&P Mid-Cap ETF | $60.35 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +57.4%
|
QQQ Invesco QQQ | $454.81 +0.7% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
QQQ Invesco QQQ | $454.81 +0.7% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
VGT Vanguard Information Technology ETF | $538.90 +1.2% | Purchase $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
GBDC Golub Capital BDC | $16.42 +0.2% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/21/2018 | |
IWM iShares Russell 2000 ETF | $208.94 +0.4% | Sale $100,001 - $250,000 | 5/8/2019 | 12/21/2018 | |
PKB Invesco Building & Construction ETF | $72.69 +0.3% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
PCY Invesco Emerging Markets Sovereign Debt ETF | $20.36 +0.1% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $77.07
| Purchase $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
QQQ Invesco QQQ | $454.81 +0.7% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
IWO iShares Russell 2000 Growth ETF | $267.34 +0.8% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $94.48 0.0% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $77.07
| Purchase $100,001 - $250,000 | 5/8/2019 | 12/11/2018 | |
SPY SPDR S&P 500 ETF Trust | $530.15 +0.1% | Purchase $15,001 - $50,000 | 5/8/2019 | 10/26/2018 | |
MDY SPDR S&P MidCap 400 ETF Trust | $552.08 +0.1% | Sale $15,001 - $50,000 | 5/8/2019 | 9/5/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $94.48 0.0% | Sale $15,001 - $50,000 | 5/8/2019 | 6/6/2018 | |
BLK BlackRock | $805.76 -0.8% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +62.7%
|
QQQ Invesco QQQ | $454.81 +0.7% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +191.4%
|
EFA iShares MSCI EAFE ETF | $81.75 +0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
IWM iShares Russell 2000 ETF | $208.94 +0.4% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +43.7%
|
AMJ JPMorgan Alerian MLP Index ETN | $28.39 -0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $72.69 +0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +138.3%
|
QQQ Invesco QQQ | $454.81 +0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +191.4%
|
QQQ Invesco QQQ | $454.81 +0.7% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +191.4%
|
NKE NIKE | $91.42 -0.8% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +42.3%
|
MRK Merck & Co., Inc. | $131.33 +0.1% | Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +196.6%
|
UNH UnitedHealth Group | $518.73 -1.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +156.5%
|
KBE SPDR S&P Bank ETF | $47.54 -0.8% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
DISCA Warner Bros. Discovery | $24.43
| Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $72.69 +0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +138.3%
|
VEA Vanguard FTSE Developed Markets ETF | $51.17 +0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/16/2018 | |
SPY SPDR S&P 500 ETF Trust | $530.15 +0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $552.08 +0.1% | Sale $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
SPY SPDR S&P 500 ETF Trust | $530.15 +0.1% | Purchase $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $552.08 +0.1% | Sale $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
KMI Kinder Morgan | $19.76 +0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
GE General Electric | $160.04 +0.1% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
AMZN Amazon.com | $183.84 -0.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
OXY Occidental Petroleum | $63.31 -0.2% | Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
UPS United Parcel Service | $148.21 -0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
NKE NIKE | $91.42 -0.8% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
MET MetLife | $73.05 -1.6% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
PKB Invesco Building & Construction ETF | $72.69 +0.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KMI Kinder Morgan | $19.76 +0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $47.54 -0.8% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
PKB Invesco Building & Construction ETF | $72.69 +0.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
OXY Occidental Petroleum | $63.31 -0.2% | Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
NKE NIKE | $91.42 -0.8% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
MET MetLife | $73.05 -1.6% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
UPS United Parcel Service | $148.21 -0.7% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
AMZN Amazon.com | $183.84 -0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
GE General Electric | $160.04 +0.1% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $47.54 -0.8% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $51.17 +0.1% | Purchase $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $81.75 +0.1% | Sale $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $81.75 +0.1% | Sale $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $51.17 +0.1% | Purchase $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
KBE SPDR S&P Bank ETF | $47.54 -0.8% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
KBE SPDR S&P Bank ETF | $47.54 -0.8% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
PKB Invesco Building & Construction ETF | $72.69 +0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
RYH Invesco S&P 500 Equal Weight Health Care ETF | $287.06 -0.5% | Sale $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
QQQ Invesco QQQ | $454.81 +0.7% | Sale $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
IBB iShares Biotechnology ETF | $137.54 +0.6% | Sale $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $92.26 +1.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $92.26 +1.2% | Purchase $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IBB iShares Biotechnology ETF | $137.54 +0.6% | Sale $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IWF iShares Russell 1000 Growth ETF | $344.60 +0.5% | Purchase $100,001 - $250,000 | 7/26/2017 | 1/30/2017 | |
IWF iShares Russell 1000 Growth ETF | $344.60 +0.5% | Purchase $15,001 - $50,000 | 7/26/2017 | 1/26/2017 | |
EFA iShares MSCI EAFE ETF | $81.75 +0.1% | Sale $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $42.15 +0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $42.15 +0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
EFA iShares MSCI EAFE ETF | $81.75 +0.1% | Sale $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
IWM iShares Russell 2000 ETF | $208.94 +0.4% | Purchase $15,001 - $50,000 | 7/26/2017 | 12/21/2016 | |
PKB Invesco Building & Construction ETF | $72.69 +0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $208.94 +0.4% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $208.94 +0.4% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
PKB Invesco Building & Construction ETF | $72.69 +0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
QIHU (QIHU) | $76.92
| Exchange $1,001 - $15,000 | 7/26/2017 | 7/18/2016 | |
NRE Northstar Realty Europe | $17.02
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |
NRF Northstar Realty Finance | $16.13
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |