DVN Devon Energy | $41.59 -1.9% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | -8.2%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | -8.2%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | -5.9%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | -3.1%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | -0.6%
|
LIN Linde | $419.42 +1.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +2.5%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | -7.9%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +3.2%
|
RTX RTX | $90.51 -0.6% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +10.6%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | -5.0%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +2.2%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +15.0%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +1.3%
|
CCLD CareCloud | $1.33 +7.3% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +29.1%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -1.1%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +14.1%
|
MMC Marsh & McLennan Companies | $197.91 +0.6% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +1.2%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +5.0%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +8.3%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +25.9%
|
VOD Vodafone Group Public | $8.06 -1.2% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -16.7%
|
CMP Compass Minerals International | $20.70 -2.6% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -24.9%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | -12.8%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | -12.8%
|
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 | $34.03 0.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +0.2%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +1.9%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +7.8%
|
LIN Linde | $419.42 +1.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +7.5%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | -17.6%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +10.2%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -10.8%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | -3.5%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +3.1%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -2.0%
|
RTX RTX | $90.51 -0.6% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +7.3%
|
MMC Marsh & McLennan Companies | $197.91 +0.6% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +4.1%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | -3.4%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +20.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.7%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +10.8%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | -14.0%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | -14.0%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +7.4%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +9.5%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | -7.2%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/21/2023 | +11.8%
|
ARGO Argo Group International | $29.99
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/20/2023 | +1.5%
|
LIN Linde | $419.42 +1.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/16/2023 | +11.8%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | -23.9%
|
RTX RTX | $90.51 -0.6% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | -7.6%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +20.2%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +20.2%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -8.5%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | -5.3%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +22.6%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -0.9%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +30.6%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | -0.6%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +19.1%
|
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +26.6%
|
AHCO AdaptHealth | $7.42 +4.4% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -38.9%
|
AHCO AdaptHealth | $7.42 +4.4% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -38.9%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -17.8%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -17.8%
|
LIN Linde | $419.42 +1.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/28/2023 | +20.7%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +17.6%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | -10.1%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +27.9%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +27.9%
|
RTX RTX | $90.51 -0.6% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | -5.7%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +7.9%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +24.8%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | -25.1%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +25.6%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | -1.9%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | +1.7%
|
INTC Intel | $43.31 +1.9% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | +71.0%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +29.2%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | -7.9%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | -1.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +28.6%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Sale $1,000,001 - $5,000,000 | 3/15/2023 | 2/1/2023 | +1.5%
|
DHR Danaher | $242.95 -1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -8.1%
|
ECL Ecolab | $202.72 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +30.9%
|
ACN Accenture | $371.67 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +33.2%
|
ADBE Adobe | $627.21 +1.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +69.4%
|
AMZN Amazon.com | $174.45 +2.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +69.2%
|
AMT American Tower | $194.44 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -13.0%
|
BLK BlackRock | $797.21 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +5.0%
|
KO Coca-Cola | $59.56 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -2.9%
|
CMCSA Comcast | $42.07 +2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.9%
|
COST Costco Wholesale | $723.40 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +41.5%
|
DG Dollar General | $135.21 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -42.1%
|
EXAS Exact Sciences | $60.64 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -10.2%
|
HD Home Depot | $363.15 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +12.0%
|
HON Honeywell International | $194.84 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -6.5%
|
CB Chubb | $247.21 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +8.7%
|
ICLR ICON Public | $278.48 +1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.7%
|
INTC Intel | $43.31 +1.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +53.3%
|
ICE Intercontinental Exchange | $135.49 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +26.0%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -4.1%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +25.0%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +25.0%
|
LIN Linde | $419.42 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +26.7%
|
LMT Lockheed Martin | $426.50 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -7.9%
|
LOW Lowe's Companies | $222.26 +0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +6.7%
|
MDT Medtronic | $84.99 -1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +1.6%
|
MSFT Microsoft | $420.55 +1.6% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +69.7%
|
MDLZ Mondelez International | $73.17 -2.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.8%
|
NEE NextEra Energy | $56.58 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -24.2%
|
NVS Novartis | $101.03 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.5%
|
ORLY O'Reilly Automotive | $1,025.82 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +29.5%
|
PH Parker-Hannifin | $521.38 +1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +59.9%
|
PSX Phillips 66 | $145.66 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +45.3%
|
PG Procter & Gamble | $157.42 -0.8% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +10.6%
|
RTX RTX | $90.51 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -9.4%
|
RSG Republic Services | $173.49 -0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +39.0%
|
ROK Rockwell Automation | $283.50 +1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +0.5%
|
CRM Salesforce | $291.30 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +73.4%
|
TXN Texas Instruments | $162.40 +1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -8.4%
|
TMO Thermo Fisher Scientific | $550.75 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -3.4%
|
TJX TJX Companies | $98.75 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.6%
|
V Visa | $276.43 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +20.1%
|
BA Boeing | $209.20 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -1.8%
|
MSFT Microsoft | $420.55 +1.6% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +83.6%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -32.4%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -32.4%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -12.3%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +2.1%
|
ECL Ecolab | $202.72 -0.1% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +43.6%
|
HLT Hilton Worldwide | $192.16 -1.2% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +47.9%
|
ARCB ArcBest | $143.81 +2.9% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +97.1%
|
CCLD CareCloud | $1.33 +7.3% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $135.07 -1.2% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | -2.6%
|
WYNN Wynn Resorts | $105.60 -0.5% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +29.5%
|
ADBE Adobe | $627.21 +1.8% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +90.8%
|
EXAS Exact Sciences | $60.64 -0.6% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +21.3%
|
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -34.1%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +10.9%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +1.2%
|
RTN Return Energy | C$0.04 +40.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | |
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/15/2022 | +1.2%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | -3.7%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +7.2%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +9.6%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | -1.7%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +70.0%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -11.0%
|
INTC Intel | $43.31 +1.9% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | +45.2%
|
SHW Sherwin-Williams | $311.74 -0.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +30.3%
|
AMP Ameriprise Financial | $396.94 +0.5% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +21.9%
|
VFC V.F. | $15.30 -0.3% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -52.7%
|
CR Crane | $126.71 -0.1% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +21.8%
|
MMC Marsh & McLennan Companies | $197.91 +0.6% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +16.5%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +27.0%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | -8.5%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +7.2%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +39.0%
|
JEPI JPMorgan Equity Premium Income ETF | $56.15 +0.0% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +7.5%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -30.8%
|
DGRO iShares Core Dividend Growth ETF | $55.19 +0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +24.1%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -30.8%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +19.7%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | -0.9%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/16/2022 | -5.1%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/16/2022 | -5.1%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -34.2%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +33.7%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +10.3%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +21.8%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +5.5%
|
JEPI JPMorgan Equity Premium Income ETF | $56.15 +0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +1.5%
|
ASML ASML | $949.60 +2.9% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +75.9%
|
PTC PTC | $183.10 +0.9% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +53.5%
|
CDNS Cadence Design Systems | $311.94 +1.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +63.6%
|
CTRA Coterra Energy | $24.30 -0.8% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -17.2%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | -11.4%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +16.0%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +8.8%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +51.7%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -6.3%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -24.5%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -24.5%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +11.2%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +1.8%
|
AGCO AGCO | $115.04 -2.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | +4.0%
|
RTX RTX | $90.51 -0.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +1.1%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +32.8%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | -23.7%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/14/2022 | -14.1%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/14/2022 | -14.1%
|
CERN Cerner | $94.92
| Sale $15,001 - $50,000 | 7/15/2022 | 6/10/2022 | |
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +1.3%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +35.8%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +18.5%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +58.8%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -12.1%
|
INTC Intel | $43.31 +1.9% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -1.8%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | -7.2%
|
EXAS Exact Sciences | $60.64 -0.6% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +20.0%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +5.9%
|
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 | $371.67 +0.9% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +29.6%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +46.6%
|
AHCO AdaptHealth | $7.42 +4.4% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -48.3%
|
IQV IQVIA | $218.20 +0.6% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -4.4%
|
MDLZ Mondelez International | $73.17 -2.1% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +14.9%
|
HON Honeywell International | $194.84 +0.7% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +2.5%
|
AHCO AdaptHealth | $7.42 +4.4% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -55.4%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -29.7%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -29.7%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +2.2%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | -6.0%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +15.0%
|
RTX RTX | $90.51 -0.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | -11.0%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | +2.6%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -31.0%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | -0.9%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | -0.9%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | -0.9%
|
HON Honeywell International | $194.84 +0.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +6.9%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +8.9%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +19.2%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +8.0%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +47.3%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -7.1%
|
INTC Intel | $43.31 +1.9% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -7.5%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | +12.8%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +9.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | -4.4%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +17.8%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +5.3%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | -4.8%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | -4.8%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +21.8%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +29.6%
|
VUZI Vuzix | $1.68 -0.6% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -80.7%
|
MDT Medtronic | $84.99 -1.4% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -14.6%
|
ASXC Asensus Surgical | $0.30 +3.0% | Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -73.9%
|
RTX RTX | $90.51 -0.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +9.4%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | -9.1%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -38.5%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +28.0%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +28.0%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +8.1%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -19.1%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +11.5%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +61.5%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +26.3%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -4.0%
|
HON Honeywell International | $194.84 +0.7% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | -4.3%
|
ARCB ArcBest | $143.81 +2.9% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +36.1%
|
INTC Intel | $43.31 +1.9% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -11.2%
|
AGCO AGCO | $115.04 -2.0% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -1.9%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | +5.1%
|
TJX TJX Companies | $98.75 +0.4% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +42.4%
|
PWR Quanta Services | $210.11 +1.1% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +78.8%
|
PH Parker-Hannifin | $521.38 +1.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +68.4%
|
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
|
CR Crane | $126.71 -0.1% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +26.6%
|
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
|
FTEC Fidelity MSCI Information Technology Index ETF | $154.92 +1.5% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +18.6%
|
FSK FS KKR Capital | $20.01 +0.2% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | -5.7%
|
HLT Hilton Worldwide | $192.16 -1.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +41.1%
|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $79.91 +0.8% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -10.1%
|
FBND Fidelity Total Bond ETF | $45.30 0.0% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -14.3%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +9.0%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | -14.2%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -18.0%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +3.0%
|
V Visa | $276.43 +0.2% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +19.4%
|
ORLY O'Reilly Automotive | $1,025.82 +0.5% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +59.2%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +14.9%
|
ITW Illinois Tool Works | $255.75 +0.5% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +14.3%
|
FMAT Fidelity MSCI Materials Index ETF | $47.11 +0.2% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $151.04 -2.0% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +33.5%
|
BLK BlackRock | $797.21 +0.5% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | -11.7%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +18.8%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.8%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -16.8%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.70 +0.1% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -16.9%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.1%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.1%
|
DGRO iShares Core Dividend Growth ETF | $55.19 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +9.9%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +30.7%
|
RTX RTX | $90.51 -0.6% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +4.3%
|
MDT Medtronic | $84.99 -1.4% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -34.9%
|
ACN Accenture | $371.67 +0.9% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | +8.4%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +27.0%
|
SPY SPDR S&P 500 ETF Trust | $501.20 +0.6% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +15.5%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +44.7%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +8.0%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -33.1%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -9.7%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +3.1%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +41.5%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.5%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -17.5%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -9.0%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.70 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -18.1%
|
HON Honeywell International | $194.84 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | -14.7%
|
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +22.3%
|
CDNS Cadence Design Systems | $311.94 +1.5% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +88.8%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +84.8%
|
ICLR ICON Public | $278.48 +1.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +6.6%
|
INTC Intel | $43.31 +1.9% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -19.4%
|
IQV IQVIA | $218.20 +0.6% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -17.7%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -10.4%
|
PRGS Progress Software | $57.14 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.4%
|
PRGS Progress Software | $57.14 -0.4% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +22.4%
|
RTX RTX | $90.51 -0.6% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +7.1%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | -13.7%
|
AHCO AdaptHealth | $7.42 +4.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -69.1%
|
CB Chubb | $247.21 +1.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +32.4%
|
COST Costco Wholesale | $723.40 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +60.3%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +18.9%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +33.4%
|
MMC Marsh & McLennan Companies | $197.91 +0.6% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +28.9%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +14.9%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | -14.7%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.6%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -17.6%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.70 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -18.4%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +15.3%
|
AMZN Amazon.com | $174.45 +2.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +4.9%
|
GOOGL Alphabet | $149.00 +2.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +10.6%
|
SPY SPDR S&P 500 ETF Trust | $501.20 +0.6% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +14.3%
|
FHLC Fidelity MSCI Health Care Index ETF | $67.93 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +2.8%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -18.6%
|
JEPI JPMorgan Equity Premium Income ETF | $56.15 +0.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -9.0%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | -27.4%
|
FDRR Fidelity Dividend ETF for Rising Rates | $44.44 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +4.2%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -5.0%
|
PTC PTC | $183.10 +0.9% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +25.0%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +49.4%
|
BSX Boston Scientific | $65.50 +0.7% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +50.3%
|
ADBE Adobe | $627.21 +1.8% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +2.4%
|
TMO Thermo Fisher Scientific | $550.75 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +7.1%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | -16.4%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +49.6%
|
TIP iShares TIPS Bond ETF | $106.33 -0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -16.9%
|
TROW T. Rowe Price Group | $106.33 -2.4% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -48.1%
|
DIAL Columbia Diversified Fixed Income Allocation ETF | $17.70 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -18.3%
|
BSX Boston Scientific | $65.50 +0.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +51.1%
|
VUZI Vuzix | $1.68 -0.6% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -90.7%
|
MDT Medtronic | $84.99 -1.4% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -32.6%
|
LIN Linde | $419.42 +1.3% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | +44.2%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +11.4%
|
DGRO iShares Core Dividend Growth ETF | $55.19 +0.0% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +8.9%
|
ITW Illinois Tool Works | $255.75 +0.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +13.9%
|
HD Home Depot | $363.15 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +12.9%
|
FQAL Fidelity Quality Factor ETF | $56.29 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +13.3%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +6.5%
|
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $12.84 +0.2% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -21.0%
|
DXCM DexCom | $120.47 -5.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +12.9%
|
DHR Danaher | $242.95 -1.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -10.7%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +42.5%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +29.7%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +13.6%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -4.5%
|
HON Honeywell International | $194.84 +0.7% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | -10.9%
|
ASXC Asensus Surgical | $0.30 +3.0% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -91.1%
|
ACN Accenture | $371.67 +0.9% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +26.1%
|
PSX Phillips 66 | $145.66 -0.8% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +61.8%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +58.7%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +58.7%
|
MASI Masimo | $135.07 -1.2% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -44.7%
|
MASI Masimo | $135.07 -1.2% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -44.7%
|
LIN Linde | $419.42 +1.3% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +47.1%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +19.8%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | -22.9%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +63.5%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +62.2%
|
PXD Pioneer Natural Resources | $227.22 -2.0% | Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +35.5%
|
PTC PTC | $183.10 +0.9% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +37.8%
|
CDNS Cadence Design Systems | $311.94 +1.5% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +146.0%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +31.5%
|
PRGS Progress Software | $57.14 -0.4% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +28.1%
|
VUZI Vuzix | $1.68 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -89.9%
|
BSX Boston Scientific | $65.50 +0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +56.3%
|
IQV IQVIA | $218.20 +0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -7.8%
|
IQV IQVIA | $218.20 +0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -7.8%
|
IQV IQVIA | $218.20 +0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -7.8%
|
EXAS Exact Sciences | $60.64 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -42.7%
|
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
EXAS Exact Sciences | $60.64 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -42.7%
|
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 | $60.64 -0.6% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -42.7%
|
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
|
AHCO AdaptHealth | $7.42 +4.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -69.8%
|
AHCO AdaptHealth | $7.42 +4.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -69.8%
|
AHCO AdaptHealth | $7.42 +4.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -69.8%
|
EXAS Exact Sciences | $60.64 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -42.7%
|
BSX Boston Scientific | $65.50 +0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +56.3%
|
VUZI Vuzix | $1.68 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -89.9%
|
ADBE Adobe | $627.21 +1.8% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | +27.6%
|
BSX Boston Scientific | $65.50 +0.7% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +56.3%
|
VUZI Vuzix | $1.68 -0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -89.9%
|
FCX Freeport-McMoRan | $37.36 -2.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -14.4%
|
HON Honeywell International | $194.84 +0.7% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -12.4%
|
ICLR ICON Public | $278.48 +1.7% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +25.2%
|
IQV IQVIA | $218.20 +0.6% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -5.4%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | -21.7%
|
ORLY O'Reilly Automotive | $1,025.82 +0.5% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +87.2%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +8.5%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +9.5%
|
VUZI Vuzix | $1.68 -0.6% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -89.9%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | -10.2%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +29.0%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
|
DVN Devon Energy | $41.59 -1.9% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +90.3%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +41.6%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +22.2%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +77.3%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +64.8%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +44.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +53.0%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | -7.3%
|
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $19.48 -1.6% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -29.4%
|
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +69.0%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +32.6%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +99.8%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +131.2%
|
SU Suncor Energy | $32.13 -0.3% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +108.1%
|
BDX Becton, Dickinson and Company | $243.75 +1.3% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +4.7%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +2.6%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +53.7%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +118.1%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -25.9%
|
MMC Marsh & McLennan Companies | $197.91 +0.6% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +72.2%
|
ITW Illinois Tool Works | $255.75 +0.5% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +23.8%
|
BA Boeing | $209.20 0.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +25.0%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +5.8%
|
MCD McDonald's | $289.47 -0.8% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +26.2%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +66.8%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +29.7%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +175.1%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +104.8%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +17.4%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +61.4%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +134.1%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +66.4%
|
MMC Marsh & McLennan Companies | $197.91 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +72.7%
|
LOW Lowe's Companies | $222.26 +0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.0%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +11.6%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +80.6%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +6.5%
|
ICE Intercontinental Exchange | $135.49 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +43.3%
|
INTC Intel | $43.31 +1.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -12.6%
|
ICLR ICON Public | $278.48 +1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.3%
|
HON Honeywell International | $194.84 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +29.2%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +35.8%
|
EXAS Exact Sciences | $60.64 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -37.1%
|
DG Dollar General | $135.21 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -28.8%
|
CR Crane | $126.71 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +106.3%
|
COST Costco Wholesale | $723.40 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +120.8%
|
CMCSA Comcast | $42.07 +2.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -3.4%
|
KO Coca-Cola | $59.56 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.9%
|
CB Chubb | $247.21 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +86.7%
|
BLK BlackRock | $797.21 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +38.6%
|
AMP Ameriprise Financial | $396.94 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +153.9%
|
AMZN Amazon.com | $174.45 +2.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +14.2%
|
V Visa | $276.43 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +40.4%
|
VFC V.F. | $15.30 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -74.8%
|
TJX TJX Companies | $98.75 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +89.6%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +22.9%
|
SU Suncor Energy | $32.13 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +90.7%
|
SHW Sherwin-Williams | $311.74 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +49.5%
|
CRM Salesforce | $291.30 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +52.5%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +23.8%
|
RSG Republic Services | $173.49 -0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +104.0%
|
RTX RTX | $90.51 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +48.2%
|
PG Procter & Gamble | $157.42 -0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +24.6%
|
PSX Phillips 66 | $145.66 -0.8% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +125.5%
|
PH Parker-Hannifin | $521.38 +1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +180.8%
|
ORLY O'Reilly Automotive | $1,025.82 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +127.7%
|
NVS Novartis | $101.03 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +19.3%
|
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -18.5%
|
MDLZ Mondelez International | $73.17 -2.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +31.6%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +106.3%
|
MDT Medtronic | $84.99 -1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -11.9%
|
ICE Intercontinental Exchange | $135.49 +1.0% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +41.0%
|
XOM Exxon Mobil | $101.77 -2.1% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +133.4%
|
CARR Carrier Global | $56.01 +1.7% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +110.6%
|
OTIS Otis Worldwide | $91.08 +0.2% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +55.7%
|
WMB Williams Companies | $34.03 0.0% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +85.2%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +125.8%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +100.9%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +41.9%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +102.1%
|
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +124.8%
|
TMO Thermo Fisher Scientific | $550.75 0.0% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +73.5%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +154.7%
|
LIN Linde | $419.42 +1.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +121.4%
|
ECL Ecolab | $202.72 -0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +12.7%
|
DHR Danaher | $242.95 -1.2% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +66.7%
|
BA Boeing | $209.20 0.0% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +37.8%
|
BDX Becton, Dickinson and Company | $243.75 +1.3% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -1.5%
|
AMT American Tower | $194.44 +0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -25.1%
|
ADBE Adobe | $627.21 +1.8% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +96.8%
|
WMB Williams Companies | $34.03 0.0% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $69.04 +0.1% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +183.4%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +50.7%
|
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 | $420.55 +1.6% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +169.8%
|
ACN Accenture | $371.67 +0.9% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +116.9%
|
AMZN Amazon.com | $174.45 +2.7% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +78.4%
|
HD Home Depot | $363.15 -0.2% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +86.0%
|
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 | $34.03 0.0% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +138.8%
|
WBA Walgreens Boots Alliance | $22.24 -1.3% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -51.9%
|
NGL NGL Energy Partners | $5.83 +1.0% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -32.3%
|
FTSM First Trust Enhanced Short Maturity ETF | $59.74 +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 | $69.04 +0.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -10.3%
|
EL Estée Lauder Companies | $143.34 +1.8% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -33.3%
|
ICE Intercontinental Exchange | $135.49 +1.0% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +39.9%
|
MDLZ Mondelez International | $73.17 -2.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +22.6%
|
NGL NGL Energy Partners | $5.83 +1.0% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -38.3%
|
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 | $6.69 +0.6% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -50.6%
|
FSK FS KKR Capital | $20.01 +0.2% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -20.8%
|
SLB Schlumberger | $47.08 -1.5% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +30.1%
|
NGL NGL Energy Partners | $5.83 +1.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -41.5%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -1.5%
|
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -43.7%
|
DHR Danaher | $242.95 -1.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +80.4%
|
COST Costco Wholesale | $723.40 -0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +136.0%
|
AMZN Amazon.com | $174.45 +2.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +94.4%
|
ADBE Adobe | $627.21 +1.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +115.9%
|
ICLR ICON Public | $278.48 +1.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +90.8%
|
LOW Lowe's Companies | $222.26 +0.8% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +97.9%
|
MDT Medtronic | $84.99 -1.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -20.1%
|
ORLY O'Reilly Automotive | $1,025.82 +0.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +133.7%
|
TMO Thermo Fisher Scientific | $550.75 0.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +88.0%
|
V Visa | $276.43 +0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +53.5%
|
HON Honeywell International | $194.84 +0.7% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +8.2%
|
LIN Linde | $419.42 +1.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +113.9%
|
CVX Chevron | $151.04 -2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +29.0%
|
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +98.9%
|
BLK BlackRock | $797.21 +0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +78.7%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +23.2%
|
UTX United Technologies | $90.51 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -33.8%
|
VFC V.F. | $15.30 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -83.3%
|
PG Procter & Gamble | $157.42 -0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +34.5%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +197.0%
|
LMT Lockheed Martin | $426.50 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +11.1%
|
DGRO iShares Core Dividend Growth ETF | $55.19 +0.0% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +40.6%
|
INTC Intel | $43.31 +1.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -18.3%
|
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +54.1%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +45.6%
|
DEO Diageo | $146.48 -0.8% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -9.6%
|
CR Crane | $126.71 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +55.8%
|
CMCSA Comcast | $42.07 +2.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -8.0%
|
CL Colgate-Palmolive | $83.46 -0.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +21.7%
|
KO Coca-Cola | $59.56 -0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +11.5%
|
CB Chubb | $247.21 +1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +59.2%
|
ROK Rockwell Automation | $283.50 +1.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +69.2%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +44.7%
|
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -51.7%
|
FSK FS KKR Capital | $20.01 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -11.5%
|
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -50.2%
|
NGL NGL Energy Partners | $5.83 +1.0% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -55.5%
|
OKE ONEOK | $69.04 +0.1% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +0.2%
|
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -55.9%
|
CB Chubb | $247.21 +1.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +60.5%
|
KO Coca-Cola | $59.56 -0.5% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +11.9%
|
CL Colgate-Palmolive | $83.46 -0.9% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +18.5%
|
DHR Danaher | $242.95 -1.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +75.7%
|
EL Estée Lauder Companies | $143.34 +1.8% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -21.4%
|
XOM Exxon Mobil | $101.77 -2.1% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +45.2%
|
HON Honeywell International | $194.84 +0.7% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +19.7%
|
ICLR ICON Public | $278.48 +1.7% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +81.4%
|
INTC Intel | $43.31 +1.9% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -7.2%
|
LIN Linde | $419.42 +1.3% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +120.5%
|
PG Procter & Gamble | $157.42 -0.8% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +35.9%
|
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -57.6%
|
FSK FS KKR Capital | $20.01 +0.2% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -18.0%
|
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -57.6%
|
NGL NGL Energy Partners | $5.83 +1.0% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -60.3%
|
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -58.1%
|
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -57.7%
|
FSK FS KKR Capital | $20.01 +0.2% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -19.1%
|
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -58.2%
|
CLNC Colony Credit Real Estate | $6.69 +0.6% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -60.2%
|
FSK FS KKR Capital | $20.01 +0.2% | 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 | $6.69 +0.6% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |