JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +6.2%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +2.7%
|
LIN Linde | $432.39 0.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -6.9%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -0.5%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -0.5%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +8.7%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -14.0%
|
RTX RTX | $105.20 +1.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +11.6%
|
UNH UnitedHealth Group | $522.24 -0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +5.9%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +26.4%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -4.5%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +4.3%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +9.5%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -4.8%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -15.8%
|
MMC Marsh & McLennan Companies | $210.39 +0.2% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +4.7%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +20.0%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +26.1%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +16.9%
|
COST Costco Wholesale | $797.56 +0.2% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +16.7%
|
VUZI Vuzix | $1.51 +6.3% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -29.8%
|
EXAS Exact Sciences | $51.30 +1.8% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -30.5%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | +10.2%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +10.2%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +3.0%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +18.2%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
|
LIN Linde | $432.39 0.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +5.7%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +23.6%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | -3.3%
|
RTX RTX | $105.20 +1.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +28.5%
|
UNH UnitedHealth Group | $522.24 -0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -4.3%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +19.8%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +27.5%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | -2.8%
|
CCLD CareCloud | $2.85 +1.1% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +176.7%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -3.9%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | -6.0%
|
MMC Marsh & McLennan Companies | $210.39 +0.2% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +7.6%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +26.2%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +31.9%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +46.5%
|
VOD Vodafone Group Public | $9.80 +0.1% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | +1.2%
|
CMP Compass Minerals International | $13.17 +0.2% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -52.2%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | +4.7%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | +4.7%
|
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 | $41.52 +0.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +22.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
|
UNH UnitedHealth Group | $522.24 -0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +8.7%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +10.6%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +3.2%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +4.6%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -7.5%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +14.3%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -4.8%
|
RTX RTX | $105.20 +1.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +24.7%
|
MMC Marsh & McLennan Companies | $210.39 +0.2% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +10.7%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +17.6%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | -0.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +25.8%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +29.0%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | +3.3%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | +3.3%
|
UNH UnitedHealth Group | $522.24 -0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +8.2%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +33.6%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | +1.7%
|
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 | $75.94 -0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +2.1%
|
RTX RTX | $105.20 +1.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +7.3%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +12.5%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +12.5%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -12.2%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +11.1%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +35.9%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -3.7%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +7.5%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +21.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $82.96 +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. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +47.4%
|
AHCO AdaptHealth | $10.01 +0.3% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -17.6%
|
AHCO AdaptHealth | $10.01 +0.3% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -17.6%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -1.3%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -1.3%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +43.5%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -1.5%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +19.8%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +19.8%
|
RTX RTX | $105.20 +1.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +9.6%
|
UNH UnitedHealth Group | $522.24 -0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +8.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | +0.6%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +39.2%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -6.0%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | -1.2%
|
INTC Intel | $32.34 +1.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +27.7%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +6.4%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +12.2%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +18.9%
|
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 | $266.94 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.0%
|
ECL Ecolab | $235.39 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +52.0%
|
ACN Accenture | $305.98 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +9.7%
|
ADBE Adobe | $481.60 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +30.0%
|
AMZN Amazon.com | $184.78 +0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +79.2%
|
AMT American Tower | $194.18 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -13.1%
|
BLK BlackRock | $812.37 +0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +7.0%
|
KO Coca-Cola | $62.98 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +2.7%
|
CMCSA Comcast | $39.19 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.4%
|
COST Costco Wholesale | $797.56 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +56.0%
|
DG Dollar General | $139.89 -1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -40.1%
|
EXAS Exact Sciences | $51.30 +1.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -24.0%
|
HD Home Depot | $340.07 -1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.9%
|
HON Honeywell International | $205.55 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -1.4%
|
CB Chubb | $267.55 -2.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +17.6%
|
ICLR ICON Public | $320.14 +1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +38.8%
|
INTC Intel | $32.34 +1.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +14.4%
|
ICE Intercontinental Exchange | $137.64 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +28.0%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -6.8%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +45.6%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +45.6%
|
LMT Lockheed Martin | $467.23 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.9%
|
LOW Lowe's Companies | $230.59 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.7%
|
MDT Medtronic | $84.95 -1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.5%
|
MSFT Microsoft | $424.02 +0.9% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +71.1%
|
MDLZ Mondelez International | $70.92 -0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +8.4%
|
NEE NextEra Energy | $75.94 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.8%
|
NVS Novartis | $102.50 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +13.1%
|
ORLY O'Reilly Automotive | $1,003.53 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +26.7%
|
PH Parker-Hannifin | $549.75 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +68.6%
|
PSX Phillips 66 | $144.91 -1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +44.5%
|
PG Procter & Gamble | $167.45 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +17.6%
|
RTX RTX | $105.20 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +5.4%
|
RSG Republic Services | $186.82 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +49.7%
|
ROK Rockwell Automation | $271.87 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.6%
|
CRM Salesforce | $287.03 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +70.9%
|
TXN Texas Instruments | $197.81 +1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.6%
|
TMO Thermo Fisher Scientific | $594.77 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.3%
|
TJX TJX Companies | $98.54 -1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.4%
|
V Visa | $279.73 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +21.5%
|
BA Boeing | $187.75 +1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -11.9%
|
MSFT Microsoft | $424.02 +0.9% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +85.1%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -18.8%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -18.8%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -4.0%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +24.6%
|
ECL Ecolab | $235.39 +0.7% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +66.7%
|
HLT Hilton Worldwide | $206.35 +1.1% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +58.9%
|
ARCB ArcBest | $114.37 +0.5% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +56.7%
|
CCLD CareCloud | $2.85 +1.1% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $126.95 +2.3% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -8.5%
|
WYNN Wynn Resorts | $97.71 +1.0% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +19.8%
|
ADBE Adobe | $481.60 -0.4% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +46.5%
|
EXAS Exact Sciences | $51.30 +1.8% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +2.6%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -11.5%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +3.8%
|
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 | $522.24 -0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -3.0%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +2.8%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +21.5%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +15.3%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +71.4%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -13.5%
|
INTC Intel | $32.34 +1.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +8.4%
|
SHW Sherwin-Williams | $312.06 -0.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +30.4%
|
AMP Ameriprise Financial | $435.40 +0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +33.7%
|
VFC V.F. | $12.52 -1.9% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -61.3%
|
CR Crane | $145.80 +0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +40.1%
|
MMC Marsh & McLennan Companies | $210.39 +0.2% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +23.9%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +4.6%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +11.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +28.9%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +61.9%
|
JEPI JPMorgan Equity Premium Income ETF | $57.38 0.0% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +9.9%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -17.0%
|
DGRO iShares Core Dividend Growth ETF | $58.57 +0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +31.7%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -17.0%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +46.1%
|
UNH UnitedHealth Group | $522.24 -0.5% | 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 | $75.94 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -11.7%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +25.2%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +5.8%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +35.1%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +23.7%
|
JEPI JPMorgan Equity Premium Income ETF | $57.38 0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +3.7%
|
ASML ASML | $936.25 +1.2% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +73.5%
|
PTC PTC | $184.74 +0.3% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +54.8%
|
CDNS Cadence Design Systems | $290.90 +0.7% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +52.5%
|
CTRA Coterra Energy | $28.58 +1.4% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -2.6%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +7.9%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | -4.5%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +30.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +76.6%
|
TIP iShares TIPS Bond ETF | $106.50 -0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.2%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -9.4%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -9.4%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +35.7%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +11.5%
|
AGCO AGCO | $110.17 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | -0.4%
|
RTX RTX | $105.20 +1.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +17.5%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +24.4%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | +2.4%
|
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 | $119.39 -0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +18.8%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +30.2%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +31.4%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +60.1%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -14.6%
|
INTC Intel | $32.34 +1.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -26.7%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +13.0%
|
EXAS Exact Sciences | $51.30 +1.8% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +1.5%
|
OKE ONEOK | $82.96 +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 | $305.98 +0.8% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +6.7%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +70.7%
|
AHCO AdaptHealth | $10.01 +0.3% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -30.3%
|
IQV IQVIA | $230.88 -0.1% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | +1.2%
|
MDLZ Mondelez International | $70.92 -0.4% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +11.4%
|
HON Honeywell International | $205.55 -0.2% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +8.1%
|
AHCO AdaptHealth | $10.01 +0.3% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -39.9%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -15.6%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -15.6%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +24.7%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +3.0%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +7.7%
|
RTX RTX | $105.20 +1.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +3.4%
|
UNH UnitedHealth Group | $522.24 -0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | +3.3%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -7.4%
|
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 | $205.55 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +12.8%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +20.8%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +39.9%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +3.5%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +48.5%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -9.7%
|
INTC Intel | $32.34 +1.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -30.9%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | -7.1%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +31.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +16.4%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +37.1%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | +14.3%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | +14.3%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +33.4%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +58.1%
|
VUZI Vuzix | $1.51 +6.3% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -82.6%
|
MDT Medtronic | $84.95 -1.1% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -14.6%
|
ASXC Asensus Surgical | $0.26 -0.7% | Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -77.2%
|
RTX RTX | $105.20 +1.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +27.2%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -14.9%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -17.5%
|
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 | $522.24 -0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +8.9%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -22.5%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +23.6%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +89.5%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +27.3%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -6.8%
|
HON Honeywell International | $205.55 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | +1.0%
|
ARCB ArcBest | $114.37 +0.5% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +8.2%
|
INTC Intel | $32.34 +1.6% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -33.7%
|
AGCO AGCO | $110.17 +0.1% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -6.1%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | -13.5%
|
TJX TJX Companies | $98.54 -1.7% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +42.1%
|
PWR Quanta Services | $267.33 +1.1% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +127.4%
|
PH Parker-Hannifin | $549.75 +0.9% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +77.5%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $145.80 +0.3% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +45.7%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $159.87 +1.0% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +22.4%
|
FSK FS KKR Capital | $19.97 -0.3% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -5.9%
|
HLT Hilton Worldwide | $206.35 +1.1% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +51.5%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $80.11 -0.1% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -9.9%
|
FBND Fidelity Total Bond ETF | $44.92 -0.1% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -15.0%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +30.9%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +4.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $106.50 -0.1% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -17.9%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +19.9%
|
V Visa | $279.73 -0.1% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +20.9%
|
ORLY O'Reilly Automotive | $1,003.53 -0.8% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +55.7%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +25.9%
|
ITW Illinois Tool Works | $250.59 0.0% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +12.0%
|
FMAT Fidelity MSCI Materials Index ETF | $52.21 +0.2% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $162.19 -0.3% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +43.3%
|
BLK BlackRock | $812.37 +0.0% | 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 | $106.50 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.6%
|
TIP iShares TIPS Bond ETF | $106.50 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.6%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.64 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -17.1%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.6%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.6%
|
DGRO iShares Core Dividend Growth ETF | $58.57 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.6%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +59.4%
|
RTX RTX | $105.20 +1.0% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +21.3%
|
MDT Medtronic | $84.95 -1.1% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -35.0%
|
ACN Accenture | $305.98 +0.8% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -10.8%
|
UNH UnitedHealth Group | $522.24 -0.5% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +28.0%
|
SPY SPDR S&P 500 ETF Trust | $531.02 +0.3% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +22.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +1.1%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -10.2%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -13.4%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +14.3%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +42.6%
|
TIP iShares TIPS Bond ETF | $106.50 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.3%
|
TIP iShares TIPS Bond ETF | $106.50 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.3%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -11.6%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.64 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -18.4%
|
HON Honeywell International | $205.55 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -10.0%
|
UNH UnitedHealth Group | $522.24 -0.5% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +23.3%
|
CDNS Cadence Design Systems | $290.90 +0.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +76.1%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +116.8%
|
ICLR ICON Public | $320.14 +1.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +22.5%
|
INTC Intel | $32.34 +1.6% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -39.8%
|
IQV IQVIA | $230.88 -0.1% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -13.0%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -12.9%
|
PRGS Progress Software | $51.40 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.1%
|
PRGS Progress Software | $51.40 0.0% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +10.1%
|
RTX RTX | $105.20 +1.0% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +24.4%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +5.2%
|
AHCO AdaptHealth | $10.01 +0.3% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -58.4%
|
CB Chubb | $267.55 -2.5% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +43.3%
|
COST Costco Wholesale | $797.56 +0.2% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +76.8%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +30.2%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +60.3%
|
MMC Marsh & McLennan Companies | $210.39 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +37.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | -5.4%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | +3.9%
|
TIP iShares TIPS Bond ETF | $106.50 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.4%
|
TIP iShares TIPS Bond ETF | $106.50 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.4%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.64 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -18.6%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +34.2%
|
AMZN Amazon.com | $184.78 +0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +11.1%
|
GOOGL Alphabet | $177.29 +0.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +31.6%
|
SPY SPDR S&P 500 ETF Trust | $531.02 +0.3% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +21.1%
|
FHLC Fidelity MSCI Health Care Index ETF | $68.85 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +4.2%
|
TIP iShares TIPS Bond ETF | $106.50 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.4%
|
JEPI JPMorgan Equity Premium Income ETF | $57.38 0.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -7.0%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -2.5%
|
FDRR Fidelity Dividend ETF for Rising Rates | $47.39 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +11.1%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -8.9%
|
PTC PTC | $184.74 +0.3% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +26.1%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +50.7%
|
BSX Boston Scientific | $75.43 +1.0% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +73.1%
|
ADBE Adobe | $481.60 -0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -21.3%
|
TMO Thermo Fisher Scientific | $594.77 -0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +15.7%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +1.8%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
|
TIP iShares TIPS Bond ETF | $106.50 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -16.7%
|
TROW T. Rowe Price Group | $117.16 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -42.8%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.64 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -18.6%
|
BSX Boston Scientific | $75.43 +1.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +74.0%
|
VUZI Vuzix | $1.51 +6.3% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -91.7%
|
MDT Medtronic | $84.95 -1.1% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -32.6%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +29.7%
|
DGRO iShares Core Dividend Growth ETF | $58.57 +0.0% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +15.5%
|
ITW Illinois Tool Works | $250.59 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +11.6%
|
HD Home Depot | $340.07 -1.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +5.8%
|
FQAL Fidelity Quality Factor ETF | $59.45 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +19.7%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +18.0%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $13.22 +0.8% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -18.6%
|
DXCM DexCom | $129.75 -1.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +21.6%
|
DHR Danaher | $266.94 +0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -1.9%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +71.1%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +58.2%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +32.3%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -7.3%
|
HON Honeywell International | $205.55 -0.2% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -6.0%
|
ASXC Asensus Surgical | $0.26 -0.7% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -92.2%
|
ACN Accenture | $305.98 +0.8% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +3.8%
|
PSX Phillips 66 | $144.91 -1.5% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +60.9%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +60.0%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +60.0%
|
MASI Masimo | $126.95 +2.3% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -48.0%
|
MASI Masimo | $126.95 +2.3% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -48.0%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +12.2%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | +3.4%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +64.8%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +90.3%
|
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
|
PTC PTC | $184.74 +0.3% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +39.0%
|
CDNS Cadence Design Systems | $290.90 +0.7% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +129.4%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +58.0%
|
PRGS Progress Software | $51.40 0.0% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +15.2%
|
VUZI Vuzix | $1.51 +6.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -90.9%
|
BSX Boston Scientific | $75.43 +1.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +79.9%
|
IQV IQVIA | $230.88 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -2.5%
|
IQV IQVIA | $230.88 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -2.5%
|
IQV IQVIA | $230.88 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -2.5%
|
EXAS Exact Sciences | $51.30 +1.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -51.5%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $51.30 +1.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -51.5%
|
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 | $51.30 +1.8% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -51.5%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $10.01 +0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.2%
|
AHCO AdaptHealth | $10.01 +0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.2%
|
AHCO AdaptHealth | $10.01 +0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.2%
|
EXAS Exact Sciences | $51.30 +1.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -51.5%
|
BSX Boston Scientific | $75.43 +1.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +79.9%
|
VUZI Vuzix | $1.51 +6.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -90.9%
|
ADBE Adobe | $481.60 -0.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | -2.0%
|
BSX Boston Scientific | $75.43 +1.0% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +79.9%
|
VUZI Vuzix | $1.51 +6.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -90.9%
|
FCX Freeport-McMoRan | $54.60 +0.7% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +25.1%
|
HON Honeywell International | $205.55 -0.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -7.5%
|
ICLR ICON Public | $320.14 +1.7% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +44.0%
|
IQV IQVIA | $230.88 -0.1% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +0.1%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +5.0%
|
ORLY O'Reilly Automotive | $1,003.53 -0.8% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +83.1%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +4.0%
|
EMR Emerson Electric | $114.41 +1.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +21.4%
|
VUZI Vuzix | $1.51 +6.3% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -90.9%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +9.4%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +6.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $49.93 +0.6% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +128.5%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +72.7%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +14.4%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +78.8%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +93.3%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +18.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +83.9%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +13.0%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $20.00 +0.6% | 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 | $41.52 +0.6% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +106.2%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +24.1%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +101.4%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +171.3%
|
SU Suncor Energy | $40.02 -0.2% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +159.2%
|
BDX Becton, Dickinson and Company | $235.81 -0.2% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +1.2%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +25.0%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +26.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +162.0%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -0.6%
|
MMC Marsh & McLennan Companies | $210.39 +0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +83.0%
|
ITW Illinois Tool Works | $250.59 0.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +21.3%
|
BA Boeing | $187.75 +1.5% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +12.2%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +2.8%
|
MCD McDonald's | $270.36 -0.7% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +17.9%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +103.5%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +21.5%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +222.7%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +106.5%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +43.1%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +32.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +181.3%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +37.0%
|
MMC Marsh & McLennan Companies | $210.39 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +83.6%
|
LOW Lowe's Companies | $230.59 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +54.6%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.3%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +110.3%
|
JNJ Johnson & Johnson | $152.30 -0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +3.5%
|
ICE Intercontinental Exchange | $137.64 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +45.6%
|
INTC Intel | $32.34 +1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -34.8%
|
ICLR ICON Public | $320.14 +1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +71.6%
|
HON Honeywell International | $205.55 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +36.3%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +27.2%
|
EXAS Exact Sciences | $51.30 +1.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -46.8%
|
DG Dollar General | $139.89 -1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -26.4%
|
CR Crane | $145.80 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +137.4%
|
COST Costco Wholesale | $797.56 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +143.5%
|
CMCSA Comcast | $39.19 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -10.0%
|
KO Coca-Cola | $62.98 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.9%
|
CB Chubb | $267.55 -2.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +102.1%
|
BLK BlackRock | $812.37 +0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.2%
|
AMP Ameriprise Financial | $435.40 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +178.5%
|
AMZN Amazon.com | $184.78 +0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +21.0%
|
V Visa | $279.73 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +42.1%
|
VFC V.F. | $12.52 -1.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -79.4%
|
TJX TJX Companies | $98.54 -1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +89.2%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.7%
|
SU Suncor Energy | $40.02 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +137.5%
|
SHW Sherwin-Williams | $312.06 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.7%
|
CRM Salesforce | $287.03 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +50.3%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +18.7%
|
RSG Republic Services | $186.82 -0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +119.7%
|
RTX RTX | $105.20 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +72.2%
|
PG Procter & Gamble | $167.45 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +32.6%
|
PSX Phillips 66 | $144.91 -1.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +124.4%
|
PH Parker-Hannifin | $549.75 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +196.1%
|
ORLY O'Reilly Automotive | $1,003.53 -0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +122.8%
|
NVS Novartis | $102.50 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +21.0%
|
NEE NextEra Energy | $75.94 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +9.4%
|
MDLZ Mondelez International | $70.92 -0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +27.6%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +108.0%
|
MDT Medtronic | $84.95 -1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -11.9%
|
ICE Intercontinental Exchange | $137.64 -0.5% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +43.3%
|
XOM Exxon Mobil | $119.39 -0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +173.8%
|
CARR Carrier Global | $66.15 +1.4% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +148.7%
|
OTIS Otis Worldwide | $96.95 +0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +65.8%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +126.0%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +127.6%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +135.7%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +72.9%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +66.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +170.1%
|
TMO Thermo Fisher Scientific | $594.77 -0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +87.4%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +156.8%
|
ECL Ecolab | $235.39 +0.7% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +30.9%
|
DHR Danaher | $266.94 +0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +83.2%
|
BA Boeing | $187.75 +1.5% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +23.6%
|
BDX Becton, Dickinson and Company | $235.81 -0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -4.7%
|
AMT American Tower | $194.18 -0.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -25.2%
|
ADBE Adobe | $481.60 -0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +51.1%
|
WMB Williams Companies | $41.52 +0.6% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $82.96 +0.4% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +240.6%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +83.6%
|
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 | $424.02 +0.9% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +172.0%
|
ACN Accenture | $305.98 +0.8% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +78.6%
|
AMZN Amazon.com | $184.78 +0.0% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +89.0%
|
HD Home Depot | $340.07 -1.2% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +74.2%
|
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 | $41.52 +0.6% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +191.4%
|
WBA Walgreens Boots Alliance | $18.00 +0.4% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -61.1%
|
NGL NGL Energy Partners | $5.67 -0.5% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -34.1%
|
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 | $82.96 +0.4% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +7.8%
|
EL Estée Lauder Companies | $132.55 -1.6% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -38.4%
|
ICE Intercontinental Exchange | $137.64 -0.5% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +42.1%
|
MDLZ Mondelez International | $70.92 -0.4% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +18.8%
|
NGL NGL Energy Partners | $5.67 -0.5% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -40.0%
|
QSY WisdomTree U.S. Quality Shareholder Yield Fund | $63.37 +0.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -33.1%
|
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 | $19.97 -0.3% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -21.0%
|
SLB Schlumberger | $48.26 -0.7% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +33.4%
|
NGL NGL Energy Partners | $5.67 -0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -43.1%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +18.3%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -46.8%
|
DHR Danaher | $266.94 +0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +98.3%
|
COST Costco Wholesale | $797.56 +0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +160.2%
|
AMZN Amazon.com | $184.78 +0.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +105.9%
|
ADBE Adobe | $481.60 -0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +65.8%
|
ICLR ICON Public | $320.14 +1.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +119.3%
|
LOW Lowe's Companies | $230.59 -0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +105.3%
|
MDT Medtronic | $84.95 -1.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -20.2%
|
ORLY O'Reilly Automotive | $1,003.53 -0.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +128.6%
|
TMO Thermo Fisher Scientific | $594.77 -0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +103.0%
|
V Visa | $279.73 -0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +55.3%
|
HON Honeywell International | $205.55 -0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +14.2%
|
CVX Chevron | $162.19 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +38.5%
|
ACN Accenture | $305.98 +0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +63.7%
|
BLK BlackRock | $812.37 +0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +82.1%
|
TXN Texas Instruments | $197.81 +1.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +50.0%
|
UTX United Technologies | $104.18 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -23.9%
|
VFC V.F. | $12.52 -1.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -86.3%
|
PG Procter & Gamble | $167.45 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +43.1%
|
MSFT Microsoft | $424.02 +0.9% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +199.4%
|
LMT Lockheed Martin | $467.23 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +21.7%
|
DGRO iShares Core Dividend Growth ETF | $58.57 +0.0% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +49.2%
|
INTC Intel | $32.34 +1.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -39.0%
|
HD Home Depot | $340.07 -1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +44.3%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +70.8%
|
DEO Diageo | $142.00 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -12.3%
|
CR Crane | $145.80 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +79.3%
|
CMCSA Comcast | $39.19 -0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -14.3%
|
CL Colgate-Palmolive | $94.29 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +37.4%
|
KO Coca-Cola | $62.98 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +17.9%
|
CB Chubb | $267.55 -2.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +72.3%
|
ROK Rockwell Automation | $271.87 +0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +62.2%
|
JPM JPMorgan Chase & Co. | $203.76 -0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +68.5%
|
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 | $19.97 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -11.7%
|
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 | $5.67 -0.5% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -56.7%
|
OKE ONEOK | $82.96 +0.4% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +20.4%
|
CLNC Colony Credit Real Estate | $6.32 +0.5% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -58.4%
|
CB Chubb | $267.55 -2.5% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +73.7%
|
KO Coca-Cola | $62.98 -0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +18.3%
|
CL Colgate-Palmolive | $94.29 +0.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +33.9%
|
DHR Danaher | $266.94 +0.4% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +93.0%
|
EL Estée Lauder Companies | $132.55 -1.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -27.3%
|
XOM Exxon Mobil | $119.39 -0.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +70.4%
|
HON Honeywell International | $205.55 -0.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +26.2%
|
ICLR ICON Public | $320.14 +1.7% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +108.5%
|
INTC Intel | $32.34 +1.6% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -30.7%
|
PG Procter & Gamble | $167.45 -0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +44.5%
|
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 | $19.97 -0.3% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -18.2%
|
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 | $5.67 -0.5% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -61.4%
|
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 | $19.97 -0.3% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -19.2%
|
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 | $19.97 -0.3% | 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 | |