NVST Envista | $16.99 -1.3% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | -7.9%
|
NVDA NVIDIA | $135.58 +3.5% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +42.1%
|
AAPL Apple | $214.29 -1.1% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +18.6%
|
V Visa | $273.62 +0.9% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -3.1%
|
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +7.8%
|
COST Costco Wholesale | $870.75 +0.3% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +25.3%
|
CCI Crown Castle | $95.35 -1.0% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -17.9%
|
BABA Alibaba Group | $74.47 -0.1% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -3.6%
|
AMT American Tower | $192.77 +0.3% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -11.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.06 +0.3% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +3.9%
|
NVDA NVIDIA | $135.58 +3.5% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +198.0%
|
T AT&T | $18.07 +2.3% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +10.9%
|
MPW Medical Properties Trust | $4.81
| Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -11.9%
|
LOW Lowe's Companies | $227.68 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +17.1%
|
BNS Bank of Nova Scotia | $46.23 -0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +7.8%
|
AAPL Apple | $214.29 -1.1% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +23.2%
|
MSFT Microsoft | $446.34 -0.5% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +29.0%
|
ARCC Ares Capital | $20.59 -0.6% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +7.3%
|
WBD Warner Bros. Discovery | $6.99 -2.4% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -30.7%
|
CMG Chipotle Mexican Grill | $3,427.82 +1.9% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +76.5%
|
MCD McDonald's | $250.79 -1.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | -4.3%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.06 +0.3% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +14.1%
|
T AT&T | $18.07 +2.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +17.4%
|
SNOW Snowflake | $127.60 -2.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -12.1%
|
CCI Crown Castle | $95.35 -1.0% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +2.5%
|
VZ Verizon Communications | $40.08 +1.6% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +14.1%
|
CMG Chipotle Mexican Grill | $3,427.82 +1.9% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +76.5%
|
ET Energy Transfer | $15.50 +1.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +17.8%
|
WBD Warner Bros. Discovery | $6.99 -2.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -29.7%
|
PG Procter & Gamble | $168.56 +0.6% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +12.4%
|
LMT Lockheed Martin | $460.18 +0.3% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +1.2%
|
BP BP | $35.40 +0.8% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -3.3%
|
ARCC Ares Capital | $20.59 -0.6% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +8.6%
|
WBD Warner Bros. Discovery | $6.99 -2.4% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -32.0%
|
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +39.1%
|
NVDA NVIDIA | $135.58 +3.5% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +202.2%
|
AI C3.ai | $28.71 -1.7% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -8.7%
|
AMLP Alerian MLP ETF | $46.09
| Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +10.6%
|
AGAE Allied Gaming & Entertainment | $0.83 -2.4% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | -18.0%
|
MA Mastercard | $450.11 +0.4% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +14.5%
|
WBD Warner Bros. Discovery | $6.99 -2.4% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -45.3%
|
KO Coca-Cola | $62.63 +0.0% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +2.7%
|
IBM International Business Machines | $170.56 +0.6% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +20.6%
|
DBRG DigitalBridge Group | $12.31 -1.5% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -20.1%
|
ARCC Ares Capital | $20.59 -0.6% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +6.4%
|
KD Kyndryl | $25.42 +0.3% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +92.2%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.06 +0.3% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -3.7%
|
CRM Salesforce | $231.80 +0.6% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +1.6%
|
ARCC Ares Capital | $20.59 -0.6% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +7.3%
|
NVDA NVIDIA | $135.58 +3.5% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +221.2%
|
DFS Discover Financial Services | $126.95 +1.0% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +8.3%
|
MDT Medtronic | $79.75 -0.3% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -9.6%
|
LULU Lululemon Athletica | $313.23 +0.1% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -18.1%
|
AMT American Tower | $192.77 +0.3% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | -0.8%
|
VZ Verizon Communications | $40.08 +1.6% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +3.1%
|
MCD McDonald's | $250.79 -1.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | -0.1%
|
DBRG DigitalBridge Group | $12.31 -1.5% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -39.8%
|
NVDA NVIDIA | $135.58 +3.5% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +756.0%
|
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +59.5%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.06 +0.3% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -12.9%
|
NVDA NVIDIA | $135.58 +3.5% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +411.2%
|
AAPL Apple | $214.29 -1.1% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +33.9%
|
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +59.3%
|
MPW Medical Properties Trust | $4.81
| Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -76.4%
|
QQQ Invesco QQQ | $485.21 +0.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +32.3%
|
BNS Bank of Nova Scotia | $46.23 -0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -36.8%
|
D Dominion Energy | $49.43 0.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -38.7%
|
PG Procter & Gamble | $168.56 +0.6% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +4.0%
|
DTE DTE Energy | $110.57 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | -6.8%
|
CARR Carrier Global | $65.73 +0.9% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +34.7%
|
NEE NextEra Energy | $70.44 -2.6% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -14.7%
|
XLE Energy Select Sector SPDR Fund | $88.64 +0.4% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +36.9%
|
AEE Ameren | $70.24 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -19.8%
|
BNS Bank of Nova Scotia | $46.23 -0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -37.3%
|
WES Western Midstream Partners | $38.02 +0.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +59.0%
|
TDC Teradata | $32.94 -1.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -23.0%
|
OTIS Otis Worldwide | $96.50 -1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +15.0%
|
MDLZ Mondelez International | $66.17 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -1.8%
|
KYN Kayne Anderson Energy Infrastructure Fund | $10.22 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +25.9%
|
JNJ Johnson & Johnson | $145.65 -0.2% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -12.8%
|
EPD Enterprise Products Partners | $28.31 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +17.3%
|
ET Energy Transfer | $15.50 +1.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +59.7%
|
CMCSA Comcast | $36.90 -1.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -26.5%
|
DTM DT Midstream | $68.71 +2.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +33.0%
|
EIX Edison International | $71.39 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +12.0%
|
TSM Taiwan Semiconductor Manufacturing | $178.99 +1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +51.6%
|
COST Costco Wholesale | $870.75 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +65.3%
|
KR Kroger | $51.98 +1.8% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +24.7%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.06 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -16.3%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $22.06 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -15.7%
|
AAPL Apple | $214.29 -1.1% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +43.8%
|
JPM JPMorgan Chase & Co. | $197.00 +1.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +25.2%
|
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +48.7%
|
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +50.4%
|
AMZN Amazon.com | $182.81 -0.7% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +14.2%
|
QQQ Invesco QQQ | $485.21 +0.0% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +31.5%
|
QQQ Invesco QQQ | $485.21 +0.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +31.5%
|
NVDA NVIDIA | $135.58 +3.5% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +586.5%
|
KR Kroger | $51.98 +1.8% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +36.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.16 +0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -17.5%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.16 +0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -17.5%
|
BNS Bank of Nova Scotia | $46.23 -0.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -29.0%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $21.16 +0.3% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -17.4%
|
BABA Alibaba Group | $74.47 -0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -64.6%
|
T AT&T | $18.07 +2.3% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -37.6%
|
MO Altria Group | $44.80 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -9.4%
|
CCI Crown Castle | $95.35 -1.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -47.9%
|
AMZN Amazon.com | $182.81 -0.7% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +11.8%
|
NVDA NVIDIA | $135.58 +3.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +844.7%
|
CCI Crown Castle | $95.35 -1.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -48.2%
|
CCI Crown Castle | $95.35 -1.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -48.2%
|
CCI Crown Castle | $95.35 -1.0% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -48.2%
|
AMZN Amazon.com | $182.81 -0.7% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +10.4%
|
NVDA NVIDIA | $135.58 +3.5% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +844.7%
|
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +77.2%
|
CCI Crown Castle | $95.35 -1.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -49.2%
|
LOW Lowe's Companies | $227.68 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +14.3%
|
ARCC Ares Capital | $20.59 -0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +5.9%
|
T AT&T | $18.07 +2.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -39.5%
|
AI C3.ai | $28.71 -1.7% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -53.8%
|
KO Coca-Cola | $62.63 +0.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +16.0%
|
CRM Salesforce | $231.80 +0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +0.6%
|
LOW Lowe's Companies | $227.68 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +13.0%
|
AMT American Tower | $192.77 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -20.2%
|
TSM Taiwan Semiconductor Manufacturing | $178.99 +1.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +57.2%
|
LOW Lowe's Companies | $227.68 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +28.1%
|
NIO NIO | $4.42 -0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -92.3%
|
AMZN Amazon.com | $182.81 -0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $182.81 -0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $227.09 +2.2% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $8.43 -1.2% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -44.4%
|
REZI Resideo Technologies | $19.63 +1.4% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $182.81 -0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $43.66 -1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $172.51 +0.5% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +146.4%
|
OXY Occidental Petroleum | $61.26 +1.8% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -14.0%
|
COST Costco Wholesale | $870.75 +0.3% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $166.48 +0.2% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $107.24 -1.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $196.53 0.0% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $285.34 -0.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $0.69 -64.3% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $110.26 +0.0% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $149.98 +0.0% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +19.8%
|
AMZN Amazon.com | $182.81 -0.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $79.75 -0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $68.63 -1.2% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $107.22 +0.2% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +49.6%
|
PPL PPL | $28.04 +0.5% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $457.30 +1.6% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $182.81 -0.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $891.46 +0.7% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $450.11 +0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $227.09 +2.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $560.10 +1.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $212.87 +0.4% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $125.46 +0.6% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $176.45 -1.3% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $103.99 +0.5% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $35.98 +0.9% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $89.20 +0.5% | 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 | $212.87 +0.4% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +50.1%
|
WMT Walmart | $67.60 +0.3% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $89.20 +0.5% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $446.34 -0.5% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $110.26 +0.0% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $149.98 +0.0% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $80.20 -1.4% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $40.08 +1.6% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $273.62 +0.9% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $450.11 +0.4% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $145.65 -0.2% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $164.97 +1.1% | 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 | $40.08 +1.6% | 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 | $125.46 +0.6% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $168.56 +0.6% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $460.18 +0.3% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $499.49 -1.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $16.78 +0.2% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $191.19
| Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $0.69 -64.3% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $176.45 -1.3% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $3,427.82 +1.9% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $44.44 +1.9% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $197.00 +1.0% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $250.79 -1.1% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $174.99 -1.9% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $67.60 +0.3% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $40.95 +0.7% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $1,023.93 +2.2% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $40.08 +1.6% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $870.75 +0.3% | 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 | $13.58 +0.1% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $450.11 +0.4% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $446.34 -0.5% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $3,427.82 +1.9% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $107.22 +0.2% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $166.48 +0.2% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $40.08 +1.6% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $107.24 -1.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $73.56 -0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $14.78 +1.3% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $46.09
| Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $32.50 -0.4% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $61.02 -0.1% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $3,427.82 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $14.78 +1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $89.70 -1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $28.04 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $107.22 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $153.14 +0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $870.75 +0.3% | 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 | $153.32 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $159.12 +0.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $61.02 -0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $159.12 +0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $174.99 -1.9% | 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 | $149.98 +0.0% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $145.65 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $149.98 +0.0% | 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 | $55.44 +0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $925.07 +0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $382.88 +1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $61.02 -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 | $145.65 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $244.41 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $274.71 +0.6% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $32.50 -0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $16.78 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $32.50 -0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $126.95 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $870.75 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $176.45 -1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $227.09 +2.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $126.95 +1.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $166.48 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $446.34 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $145.65 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $870.75 +0.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $61.02 -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 | $40.08 +1.6% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $870.75 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $3,427.82 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +456.9%
|
CMG Chipotle Mexican Grill | $3,427.82 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +456.9%
|
CHKP Check Point Software Technologies | $159.12 +0.9% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $61.02 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $214.29 -1.1% | 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 | $176.45 -1.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $55.44 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $68.07 -0.7% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $925.07 +0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $114.60 -1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $104.77 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $154.48 +1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $56.66 +0.7% | 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 | $30.11 +0.7% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $153.14 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $134.85 +2.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $32.50 -0.4% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $35.98 +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 | $107.22 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $154.48 +1.1% | 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 | $110.26 +0.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $602.93 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $170.56 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $21.76 -0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $174.99 -1.9% | 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 | $481.05 -1.7% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $114.60 -1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $34.89 -0.8% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $126.95 +1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $326.50 +1.4% | 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 | $32.50 -0.4% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $66.69 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $13.58 +0.1% | 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 | $108.69 +1.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $170.56 +0.6% | 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 | $214.29 -1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $233.74 +0.4% | 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 | $56.66 +0.7% | 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 | $154.48 +1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $72.37 +0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |