NVST Envista | $16.41
| Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | -11.0%
|
NVDA NVIDIA | $128.20 +1.9% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +34.4%
|
AAPL Apple | $227.82 +0.7% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +26.0%
|
V Visa | $266.21 -1.5% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -5.8%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +12.6%
|
COST Costco Wholesale | $880.84 -0.5% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +26.8%
|
CCI Crown Castle | $96.60 +0.6% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -16.8%
|
BABA Alibaba Group | $73.50 -1.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -4.9%
|
AMT American Tower | $196.17 +0.3% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -9.7%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.16 -0.5% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +4.4%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +181.7%
|
T AT&T | $18.81 +0.2% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +15.4%
|
MPW Medical Properties Trust | $4.13 -1.7% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -24.5%
|
LOW Lowe's Companies | $217.15 +1.5% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +11.7%
|
BNS Bank of Nova Scotia | $45.23 +0.0% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +5.5%
|
AAPL Apple | $227.82 +0.7% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +31.0%
|
MSFT Microsoft | $466.24 -0.3% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +34.7%
|
ARCC Ares Capital | $21.15 +0.2% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +10.2%
|
WBD Warner Bros. Discovery | $7.11 -1.4% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -29.5%
|
CMG Chipotle Mexican Grill | $59.53 -5.1% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +53.3%
|
MCD McDonald's | $247.83 -1.3% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | -5.5%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.16 -0.5% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +14.6%
|
T AT&T | $18.81 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +22.2%
|
SNOW Snowflake | $141.21 -1.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -2.7%
|
CCI Crown Castle | $96.60 +0.6% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +3.9%
|
VZ Verizon Communications | $41.54 +0.6% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +18.2%
|
CMG Chipotle Mexican Grill | $59.53 -5.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +53.3%
|
ET Energy Transfer | $16.09 -0.6% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +22.4%
|
WBD Warner Bros. Discovery | $7.11 -1.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -28.5%
|
PG Procter & Gamble | $166.52 +0.8% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +11.0%
|
LMT Lockheed Martin | $461.69 -0.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +1.6%
|
BP BP | $36.55 -1.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -0.1%
|
ARCC Ares Capital | $21.15 +0.2% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +11.6%
|
WBD Warner Bros. Discovery | $7.11 -1.4% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -30.8%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +45.4%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +185.7%
|
AI C3.ai | $29.89 -0.2% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -4.9%
|
AMLP Alerian MLP ETF | $48.24 +0.1% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +15.7%
|
AGAE Allied Gaming & Entertainment | $1.36 -1.4% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | +34.7%
|
MA Mastercard | $446.13 -0.7% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +13.5%
|
WBD Warner Bros. Discovery | $7.11 -1.4% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -44.4%
|
KO Coca-Cola | $62.97 -1.2% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +3.3%
|
IBM International Business Machines | $177.61 +0.9% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +25.6%
|
DBRG DigitalBridge Group | $13.11 -0.4% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -15.0%
|
ARCC Ares Capital | $21.15 +0.2% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +9.3%
|
KD Kyndryl | $26.01 +0.3% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +96.7%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.16 -0.5% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -3.2%
|
CRM Salesforce | $257.44 -2.2% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +12.9%
|
ARCC Ares Capital | $21.15 +0.2% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +10.2%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +203.7%
|
DFS Discover Financial Services | $128.86 0.0% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +9.9%
|
MDT Medtronic | $76.84 -1.0% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -12.9%
|
LULU Lululemon Athletica | $294.03 -1.4% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -23.2%
|
AMT American Tower | $196.17 +0.3% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | +1.0%
|
VZ Verizon Communications | $41.54 +0.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +6.8%
|
MCD McDonald's | $247.83 -1.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | -1.3%
|
DBRG DigitalBridge Group | $13.11 -0.4% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -35.9%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +709.4%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +66.6%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.16 -0.5% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -12.5%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +383.3%
|
AAPL Apple | $227.82 +0.7% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +42.3%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +66.4%
|
MPW Medical Properties Trust | $4.13 -1.7% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -79.8%
|
QQQ Invesco QQQ | $497.34 +0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +35.6%
|
BNS Bank of Nova Scotia | $45.23 +0.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -38.2%
|
D Dominion Energy | $49.31 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -38.9%
|
PG Procter & Gamble | $166.52 +0.8% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +2.8%
|
DTE DTE Energy | $109.01 -0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | -8.1%
|
CARR Carrier Global | $63.14 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +29.4%
|
NEE NextEra Energy | $72.10 +0.0% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -12.7%
|
XLE Energy Select Sector SPDR Fund | $89.57 -0.6% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +38.3%
|
AEE Ameren | $70.71 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -19.3%
|
BNS Bank of Nova Scotia | $45.23 +0.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -38.7%
|
WES Western Midstream Partners | $41.42 +0.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +73.2%
|
TDC Teradata | $33.92 -0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -20.7%
|
OTIS Otis Worldwide | $97.40 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +16.1%
|
MDLZ Mondelez International | $66.16 -1.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -1.8%
|
KYN Kayne Anderson Energy Infrastructure Fund | $10.60 +1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +30.5%
|
JNJ Johnson & Johnson | $145.48 -0.7% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -12.9%
|
EPD Enterprise Products Partners | $29.14 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +20.8%
|
ET Energy Transfer | $16.09 -0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +65.9%
|
CMCSA Comcast | $37.33 -1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -25.6%
|
DTM DT Midstream | $69.32 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +34.2%
|
EIX Edison International | $71.57 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +12.3%
|
TSM Taiwan Semiconductor Manufacturing | $186.63 +1.4% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +58.1%
|
COST Costco Wholesale | $880.84 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +67.2%
|
KR Kroger | $51.94 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +24.6%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.16 -0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -15.9%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.16 -0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -15.4%
|
AAPL Apple | $227.82 +0.7% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +52.9%
|
JPM JPMorgan Chase & Co. | $205.08 +0.1% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +30.3%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +55.3%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +57.1%
|
AMZN Amazon.com | $199.29 -0.4% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +24.5%
|
QQQ Invesco QQQ | $497.34 +0.2% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +34.8%
|
QQQ Invesco QQQ | $497.34 +0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +34.8%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +549.1%
|
KR Kroger | $51.94 +0.2% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +36.4%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.36 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -16.7%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.36 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -16.7%
|
BNS Bank of Nova Scotia | $45.23 +0.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -30.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.36 +0.2% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -16.6%
|
BABA Alibaba Group | $73.50 -1.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -65.1%
|
T AT&T | $18.81 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -35.0%
|
MO Altria Group | $46.01 -0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -6.9%
|
CCI Crown Castle | $96.60 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -47.3%
|
AMZN Amazon.com | $199.29 -0.4% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +21.9%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +793.3%
|
CCI Crown Castle | $96.60 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -47.5%
|
CCI Crown Castle | $96.60 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -47.5%
|
CCI Crown Castle | $96.60 +0.6% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -47.5%
|
AMZN Amazon.com | $199.29 -0.4% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +20.3%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +793.3%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +85.1%
|
CCI Crown Castle | $96.60 +0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -48.5%
|
LOW Lowe's Companies | $217.15 +1.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +9.0%
|
ARCC Ares Capital | $21.15 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +8.7%
|
T AT&T | $18.81 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -37.1%
|
AI C3.ai | $29.89 -0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -51.9%
|
KO Coca-Cola | $62.97 -1.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +16.6%
|
CRM Salesforce | $257.44 -2.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +11.7%
|
LOW Lowe's Companies | $217.15 +1.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +7.8%
|
AMT American Tower | $196.17 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -18.8%
|
TSM Taiwan Semiconductor Manufacturing | $186.63 +1.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +64.0%
|
LOW Lowe's Companies | $217.15 +1.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +22.1%
|
NIO NIO | $4.45 -3.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -92.3%
|
AMZN Amazon.com | $199.29 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $199.29 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $207.89 +1.0% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $8.65 +2.1% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -43.0%
|
REZI Resideo Technologies | $19.09 +0.4% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $199.29 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $45.86 -0.2% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $167.51 -1.9% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +139.3%
|
OXY Occidental Petroleum | $60.95 -1.4% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -14.4%
|
COST Costco Wholesale | $880.84 -0.5% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $162.12 -1.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $106.72 +0.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $194.97 -0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $299.38 +0.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $0.45 -2.2% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $112.21 +0.5% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $151.15 +0.7% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +20.8%
|
AMZN Amazon.com | $199.29 -0.4% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $76.84 -1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $69.44 -1.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $103.19 -0.4% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +44.0%
|
PPL PPL | $27.40 0.0% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $464.77 +0.0% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $199.29 -0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $918.00 +0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $446.13 -0.7% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $207.89 +1.0% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $556.80 -0.9% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $211.63 -0.3% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $116.17 -1.2% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $190.48 -0.8% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $102.11 -1.8% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $36.23 +0.6% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $85.25 -1.8% | 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 | $211.63 -0.3% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +49.2%
|
WMT Walmart | $69.68 -0.5% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $85.25 -1.8% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $466.24 -0.3% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $112.21 +0.5% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $151.15 +0.7% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $74.57 -1.9% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $41.54 +0.6% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $266.21 -1.5% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $446.13 -0.7% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $145.48 -0.7% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $163.53 +1.9% | 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 | $41.54 +0.6% | 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 | $116.17 -1.2% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $166.52 +0.8% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $461.69 -0.1% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $529.32 -2.0% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $18.53 +0.2% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $193.96 +1.6% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $0.45 -2.2% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $190.48 -0.8% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $59.53 -5.1% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $46.24 +0.2% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $205.08 +0.1% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $247.83 -1.3% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $185.83 +0.5% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $69.68 -0.5% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $38.72 -0.3% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $1,089.25 +1.1% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $41.54 +0.6% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $880.84 -0.5% | 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 | $14.03 +0.6% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $446.13 -0.7% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $466.24 -0.3% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $59.53 -5.1% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $103.19 -0.4% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $162.12 -1.4% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $41.54 +0.6% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $106.72 +0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $69.39 -1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $14.96 +0.3% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $48.24 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $31.73 +0.3% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $56.90 +0.5% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $59.53 -5.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $14.96 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $93.23 +1.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $27.40 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $103.19 -0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $154.85 +0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $880.84 -0.5% | 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 | $154.28 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $169.40 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $56.90 +0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $169.40 0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $185.83 +0.5% | 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 | $151.15 +0.7% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $145.48 -0.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $151.15 +0.7% | 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 | $52.79 +1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $917.35 +0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $355.06 -1.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $56.90 +0.5% | 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 | $145.48 -0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $233.44 -0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $254.94 +0.9% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $31.73 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $18.53 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $31.73 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $128.86 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $880.84 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $190.48 -0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $207.89 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $128.86 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $162.12 -1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $145.48 -0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $880.84 -0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $56.90 +0.5% | 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 | $41.54 +0.6% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $880.84 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $59.53 -5.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +383.6%
|
CMG Chipotle Mexican Grill | $59.53 -5.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +383.6%
|
CHKP Check Point Software Technologies | $169.40 0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $56.90 +0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $227.82 +0.7% | 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 | $190.48 -0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $52.79 +1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $70.13 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $917.35 +0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $113.88 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $100.37 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $158.77 +1.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $58.35 -1.9% | 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 | $30.19 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $154.85 +0.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $126.05 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $31.73 +0.3% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $36.23 +0.6% | 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 | $103.19 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $158.77 +1.4% | 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 | $112.21 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $589.45 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $177.61 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $21.27 -2.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $185.83 +0.5% | 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 | $489.45 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $113.88 +0.5% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $34.24 -0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $128.86 0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $317.36 -1.2% | 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 | $31.73 +0.3% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $62.49 -0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $14.03 +0.6% | 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 | $109.98 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $177.61 +0.9% | 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 | $227.82 +0.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $225.53 -1.0% | 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 | $58.35 -1.9% | 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 | $158.77 +1.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $73.37 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |