AAPL Apple | $191.73 +1.0% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +6.1%
|
V Visa | $278.81 -0.5% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -1.3%
|
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +2.8%
|
COST Costco Wholesale | $796.55 +0.1% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +14.6%
|
CCI Crown Castle | $101.26 -1.6% | Sale $1,001 - $15,000 | 12/28/2023 | 12/28/2023 | -12.8%
|
BABA Alibaba Group | $88.35 -0.2% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +14.3%
|
AMT American Tower | $193.60 -0.5% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -10.9%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.42 +0.3% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +5.6%
|
NVDA NVIDIA | $950.71 +2.8% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +108.9%
|
T AT&T | $17.42 +0.1% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +6.9%
|
MPW Medical Properties Trust | $5.20 +3.8% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -4.8%
|
LOW Lowe's Companies | $229.36 -0.8% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +18.0%
|
BNS Bank of Nova Scotia | $48.37 0.0% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +12.8%
|
AAPL Apple | $191.73 +1.0% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +10.2%
|
MSFT Microsoft | $425.75 +1.3% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +23.0%
|
ARCC Ares Capital | $21.36 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +11.3%
|
WBD Warner Bros. Discovery | $8.09 +0.5% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -19.7%
|
CMG Chipotle Mexican Grill | $3,217.76 +0.1% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +65.7%
|
MCD McDonald's | $269.01 -1.2% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +2.6%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.42 +0.3% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +16.0%
|
T AT&T | $17.42 +0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +13.2%
|
SNOW Snowflake | $165.10 +2.0% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +13.7%
|
CCI Crown Castle | $101.26 -1.6% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +8.9%
|
VZ Verizon Communications | $40.19 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +14.4%
|
CMG Chipotle Mexican Grill | $3,217.76 +0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +65.7%
|
ET Energy Transfer | $16.07 +0.7% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +22.2%
|
WBD Warner Bros. Discovery | $8.09 +0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -18.6%
|
PG Procter & Gamble | $167.68 +0.0% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +11.8%
|
LMT Lockheed Martin | $467.12 +0.2% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +2.7%
|
BP BP | $37.33 -0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +2.0%
|
ARCC Ares Capital | $21.36 +0.4% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +12.7%
|
WBD Warner Bros. Discovery | $8.09 +0.5% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -21.3%
|
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +32.7%
|
NVDA NVIDIA | $950.71 +2.8% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +111.9%
|
AI C3.ai | $26.29 -0.4% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -16.4%
|
AMLP Alerian MLP ETF | $46.91 +0.5% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +12.5%
|
AGAE Allied Gaming & Entertainment | $0.76 -1.3% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -24.8%
|
MA Mastercard | $460.09 0.0% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +17.0%
|
WBD Warner Bros. Discovery | $8.09 +0.5% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -36.7%
|
KO Coca-Cola | $62.81 -0.3% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +3.0%
|
IBM International Business Machines | $169.72 +0.4% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +20.0%
|
DBRG DigitalBridge Group | $13.69 -1.2% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -11.2%
|
ARCC Ares Capital | $21.36 +0.4% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +10.4%
|
KD Kyndryl | $27.72 -0.2% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +109.7%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.42 +0.3% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -2.1%
|
CRM Salesforce | $287.11 +0.5% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +25.9%
|
ARCC Ares Capital | $21.36 +0.4% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +11.3%
|
NVDA NVIDIA | $950.71 +2.8% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +125.2%
|
DFS Discover Financial Services | $124.80 -0.5% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +6.4%
|
MDT Medtronic | $84.61 -1.5% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -4.1%
|
LULU Lululemon Athletica | $326.70 -2.5% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -14.6%
|
AMT American Tower | $193.60 -0.5% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | -0.4%
|
VZ Verizon Communications | $40.19 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +3.3%
|
MCD McDonald's | $269.01 -1.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +7.1%
|
DBRG DigitalBridge Group | $13.69 -1.2% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -33.0%
|
NVDA NVIDIA | $950.71 +2.8% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +500.3%
|
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +52.1%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.42 +0.3% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -11.5%
|
NVDA NVIDIA | $950.71 +2.8% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +258.4%
|
AAPL Apple | $191.73 +1.0% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +19.8%
|
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +51.9%
|
MPW Medical Properties Trust | $5.20 +3.8% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -74.5%
|
QQQ Invesco QQQ | $455.48 +0.8% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +24.2%
|
BNS Bank of Nova Scotia | $48.37 0.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -33.9%
|
D Dominion Energy | $53.82 +0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -33.3%
|
PG Procter & Gamble | $167.68 +0.0% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +3.5%
|
DTE DTE Energy | $116.13 -0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | -2.1%
|
CARR Carrier Global | $66.19 +1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +35.7%
|
NEE NextEra Energy | $75.85 -0.3% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -8.2%
|
XLE Energy Select Sector SPDR Fund | $94.39 -0.6% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +45.7%
|
AEE Ameren | $74.52 -0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -15.0%
|
BNS Bank of Nova Scotia | $48.37 0.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -34.4%
|
WES Western Midstream Partners | $38.57 +1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +61.3%
|
TDC Teradata | $33.41 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -21.9%
|
OTIS Otis Worldwide | $97.06 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +15.7%
|
MDLZ Mondelez International | $70.78 -0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +5.1%
|
KYN Kayne Anderson Energy Infrastructure Fund | $9.96 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +22.7%
|
JNJ Johnson & Johnson | $152.13 -0.8% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -9.0%
|
EPD Enterprise Products Partners | $28.59 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +18.5%
|
ET Energy Transfer | $16.07 +0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +65.7%
|
CMCSA Comcast | $39.24 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -21.8%
|
DTM DT Midstream | $67.18 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +30.1%
|
EIX Edison International | $76.12 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +19.4%
|
TSM Taiwan Semiconductor Manufacturing | $153.87 +1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +30.3%
|
COST Costco Wholesale | $796.55 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +51.2%
|
KR Kroger | $53.91 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +29.3%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.42 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -14.9%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.42 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -14.4%
|
AAPL Apple | $191.73 +1.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +28.7%
|
JPM JPMorgan Chase & Co. | $199.93 -2.4% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +27.1%
|
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +41.8%
|
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +43.5%
|
AMZN Amazon.com | $184.54 -0.1% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +15.3%
|
QQQ Invesco QQQ | $455.48 +0.8% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +23.4%
|
QQQ Invesco QQQ | $455.48 +0.8% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +23.4%
|
NVDA NVIDIA | $950.71 +2.8% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +381.4%
|
KR Kroger | $53.91 -0.5% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +41.6%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.90 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -18.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.90 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -18.5%
|
BNS Bank of Nova Scotia | $48.37 0.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -25.7%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.90 +0.2% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -18.4%
|
BABA Alibaba Group | $88.35 -0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -58.0%
|
T AT&T | $17.42 +0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -39.8%
|
MO Altria Group | $46.09 +0.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -6.8%
|
CCI Crown Castle | $101.26 -1.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -44.7%
|
AMZN Amazon.com | $184.54 -0.1% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +12.8%
|
NVDA NVIDIA | $950.71 +2.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +562.5%
|
CCI Crown Castle | $101.26 -1.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -44.9%
|
CCI Crown Castle | $101.26 -1.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -44.9%
|
CCI Crown Castle | $101.26 -1.6% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -44.9%
|
AMZN Amazon.com | $184.54 -0.1% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +11.4%
|
NVDA NVIDIA | $950.71 +2.8% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +562.5%
|
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +69.0%
|
CCI Crown Castle | $101.26 -1.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -46.1%
|
LOW Lowe's Companies | $229.36 -0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +15.1%
|
ARCC Ares Capital | $21.36 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +9.8%
|
T AT&T | $17.42 +0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -41.7%
|
AI C3.ai | $26.29 -0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -57.7%
|
KO Coca-Cola | $62.81 -0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +16.3%
|
CRM Salesforce | $287.11 +0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +24.6%
|
LOW Lowe's Companies | $229.36 -0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +13.8%
|
AMT American Tower | $193.60 -0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -19.8%
|
TSM Taiwan Semiconductor Manufacturing | $153.87 +1.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +35.2%
|
LOW Lowe's Companies | $229.36 -0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +29.0%
|
NIO NIO | $5.21 -1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -91.0%
|
AMZN Amazon.com | $184.54 -0.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $184.54 -0.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $199.29 +2.8% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $9.45 -0.2% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -37.7%
|
REZI Resideo Technologies | $21.80 +1.0% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $184.54 -0.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $45.47 +0.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $176.28 -1.9% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +151.8%
|
OXY Occidental Petroleum | $63.37 -0.1% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -11.0%
|
COST Costco Wholesale | $796.55 +0.1% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $180.77 -0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $114.31 -2.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $212.15 -0.5% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $306.55 +1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $2.13 -3.2% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $98.35 -1.9% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $159.20 +0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +27.2%
|
AMZN Amazon.com | $184.54 -0.1% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $84.61 -1.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $74.29 +0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $105.80 +0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +47.6%
|
PPL PPL | $29.61 +0.1% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $469.27 +0.3% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $184.54 -0.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $782.61 +1.6% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $460.09 0.0% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $199.29 +2.8% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $545.02 +0.6% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $205.07 -0.4% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $125.54 -0.1% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $178.33 +0.6% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $103.47 -0.6% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $38.21 -0.9% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $97.58 +0.8% | Sale $1,001 - $15,000 | 2/26/2018 | 2/8/2018 | |
COL Rockwell Collins | $141.04
| Purchase $1,001 - $15,000 | 2/6/2018 | 2/5/2018 | |
HON Honeywell International | $205.07 -0.4% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +44.6%
|
WMT Walmart | $64.13 -0.8% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $97.58 +0.8% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $425.75 +1.3% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $98.35 -1.9% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $159.20 +0.3% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $78.06 +0.3% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $40.19 +0.3% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $278.81 -0.5% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $460.09 0.0% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $152.13 -0.8% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $160.07 +0.1% | Sale $50,001 - $100,000 | 8/7/2017 | 7/10/2017 | |
ETP Energy Transfer Partners | $21.47
| Sale $15,001 - $50,000 | 8/7/2017 | 7/10/2017 | |
VZ Verizon Communications | $40.19 +0.3% | Purchase $1,001 - $15,000 | 6/28/2017 | 6/27/2017 | |
MIK Michaels Companies | $21.97
| Sale $1,001 - $15,000 | 4/26/2018 | 6/12/2017 | |
MIK Michaels Companies | $21.97
| Purchase $1,001 - $15,000 | 6/12/2017 | 6/6/2017 | |
AFSI AmTrust Financial Services | $14.75
| Sale $1,001 - $15,000 | 4/26/2018 | 5/31/2017 | |
PAYX Paychex | $125.54 -0.1% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $167.68 +0.0% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $467.12 +0.2% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $470.91 -0.2% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $17.36 -0.1% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $199.52 +0.1% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $2.13 -3.2% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $178.33 +0.6% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $3,217.76 +0.1% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $48.18 -0.8% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $199.93 -2.4% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $269.01 -1.2% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $187.83 +1.6% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $64.13 -0.8% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $45.14 +0.4% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $953.00 +1.7% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $40.19 +0.3% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $796.55 +0.1% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/4/2016 | |
VSM Versum Materials | $52.99
| Exchange $1,001 - $15,000 | 5/10/2018 | 10/3/2016 | |
KEY KeyCorp | $15.37 -0.2% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $460.09 0.0% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $425.75 +1.3% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $3,217.76 +0.1% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $105.80 +0.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $180.77 -0.8% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $40.19 +0.3% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $114.31 -2.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $78.23 +2.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $16.08 +0.5% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $46.91 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $33.88 -1.3% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $57.60 -0.1% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $3,217.76 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $16.08 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $92.24 +1.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $29.61 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $105.80 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $158.74 -0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $796.55 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN (TLN) | $14.00
| Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $161.72 -0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $151.91 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $57.60 -0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $151.91 +0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $187.83 +1.6% | Sale $1,001 - $15,000 | 5/18/2016 | 8/19/2015 | |
AGN Allergan | $193.02
| Purchase $15,001 - $50,000 | 5/18/2016 | 8/12/2015 | |
IWN iShares Russell 2000 Value ETF | $159.20 +0.3% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $152.13 -0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $159.20 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
DOW DOW | $59.22 +0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $954.57 +0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $393.08 -1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $57.60 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/27/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 7/22/2015 | |
JNJ Johnson & Johnson | $152.13 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $251.35 -0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $264.95 +0.9% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $33.88 -1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $17.36 -0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $33.88 -1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $124.80 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $796.55 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $178.33 +0.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $199.29 +2.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $124.80 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $180.77 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $425.75 +1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $152.13 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $796.55 +0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $57.60 -0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
VZ Verizon Communications | $40.19 +0.3% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $796.55 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $3,217.76 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +422.8%
|
CMG Chipotle Mexican Grill | $3,217.76 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +422.8%
|
CHKP Check Point Software Technologies | $151.91 +0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $57.60 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $191.73 +1.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/24/2015 | |
TFM (TFM) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/17/2015 | |
GOOG Alphabet | $178.33 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $59.22 +0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $63.63 +1.7% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $954.57 +0.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $128.52 -1.7% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $104.18 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $158.73 -1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $61.81 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ESRX Express Scripts | $92.33
| Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ACT Enact | $31.31 -0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $158.74 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $154.35 +0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $33.88 -1.3% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $38.21 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
LPT Liberty Property Trust | $61.95
| Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
NSRGY Nestlé | $105.80 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $158.73 -1.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
SUSQ Susquehanna Bancshares | | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
TJX TJX Companies | $98.35 -1.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $561.10 -0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $169.72 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $21.33 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $187.83 +1.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
AFSI AmTrust Financial Services | $14.75
| Purchase $1,001 - $15,000 | 5/14/2015 | 1/21/2014 | |
UNH UnitedHealth Group | $520.92 -0.7% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $128.52 -1.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $38.46 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $124.80 -0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $291.31 +0.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 8/16/2013 | |
SAPE SAPE | | Sale $1,001 - $15,000 | 5/14/2015 | 8/9/2013 | |
BCE BCE | $33.88 -1.3% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $71.25 +0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $15.37 -0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/10/2013 | |
WLL Whiting Petroleum | $68.03
| Purchase $1,001 - $15,000 | 5/14/2015 | 5/2/2013 | |
EMR Emerson Electric | $114.17 +1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $169.72 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/22/2013 | |
AAPL Apple | $191.73 +1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $236.72 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/16/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
BHP BHP Group | $61.81 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
WCRX (WCRX) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/8/2013 | |
PNC The PNC Financial Services Group | $158.73 -1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $77.60 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |