CCI Crown Castle | $108.40 +0.8% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -6.6%
|
BABA Alibaba Group | $72.02 +1.8% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -6.8%
|
AMT American Tower | $194.44 +0.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -10.5%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $20.97 +0.2% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | -1.2%
|
NVDA NVIDIA | $721.33 +3.6% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +58.5%
|
T AT&T | $16.84 +0.1% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +3.3%
|
MPW Medical Properties Trust | $3.40 +3.7% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -37.7%
|
LOW Lowe's Companies | $222.26 +0.8% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +14.3%
|
BNS Bank of Nova Scotia | $47.00 +2.5% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +9.6%
|
AAPL Apple | $188.85 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +8.6%
|
MSFT Microsoft | $420.55 +1.6% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +21.5%
|
ARCC Ares Capital | $20.07 +0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +4.6%
|
WBD Warner Bros. Discovery | $9.64 -1.9% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -4.4%
|
CMG Chipotle Mexican Grill | $2,638.35 +0.7% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +35.8%
|
MCD McDonald's | $289.47 -0.8% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +10.4%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $20.97 +0.2% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +8.5%
|
T AT&T | $16.84 +0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +9.4%
|
SNOW Snowflake | $233.28 +4.7% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +60.7%
|
CCI Crown Castle | $108.40 +0.8% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +16.6%
|
VZ Verizon Communications | $39.72 -0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +13.1%
|
CMG Chipotle Mexican Grill | $2,638.35 +0.7% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +35.8%
|
ET Energy Transfer | $13.94 +0.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +6.0%
|
WBD Warner Bros. Discovery | $9.64 -1.9% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -3.0%
|
PG Procter & Gamble | $157.42 -0.8% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +4.9%
|
LMT Lockheed Martin | $426.50 -0.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | -6.2%
|
BP BP | $36.36 +0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -0.6%
|
ARCC Ares Capital | $20.07 +0.3% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +5.9%
|
WBD Warner Bros. Discovery | $9.64 -1.9% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -6.2%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +31.1%
|
NVDA NVIDIA | $721.33 +3.6% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +60.8%
|
AI C3.ai | $28.47 +6.1% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -9.4%
|
AMLP Alerian MLP ETF | $43.32 -0.2% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +3.9%
|
AGAE Allied Gaming & Entertainment | $1.22 +0.8% | Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | +20.8%
|
MA Mastercard | $457.88 -0.1% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +16.4%
|
WBD Warner Bros. Discovery | $9.64 -1.9% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -24.6%
|
KO Coca-Cola | $59.56 -0.5% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | -2.3%
|
IBM International Business Machines | $186.34 +1.1% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +31.7%
|
DBRG DigitalBridge Group | $20.17 +1.4% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | +30.8%
|
ARCC Ares Capital | $20.07 +0.3% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +3.7%
|
KD Kyndryl | $21.96 +2.9% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +66.1%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $20.97 +0.2% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | -8.4%
|
CRM Salesforce | $291.30 -0.2% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +27.7%
|
ARCC Ares Capital | $20.07 +0.3% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +4.6%
|
NVDA NVIDIA | $721.33 +3.6% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +70.9%
|
DFS Discover Financial Services | $109.18 +0.3% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -6.9%
|
MDT Medtronic | $84.99 -1.4% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -3.7%
|
LULU Lululemon Athletica | $470.24 -0.6% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +22.9%
|
AMT American Tower | $194.44 +0.4% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | +0.1%
|
VZ Verizon Communications | $39.72 -0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +2.1%
|
MCD McDonald's | $289.47 -0.8% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +15.3%
|
DBRG DigitalBridge Group | $20.17 +1.4% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -1.3%
|
NVDA NVIDIA | $721.33 +3.6% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +355.4%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +50.3%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $20.97 +0.2% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -17.2%
|
NVDA NVIDIA | $721.33 +3.6% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +172.0%
|
AAPL Apple | $188.85 +0.3% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +18.0%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +50.1%
|
MPW Medical Properties Trust | $3.40 +3.7% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -83.3%
|
QQQ Invesco QQQ Trust | $437.05 +1.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +19.2%
|
BNS Bank of Nova Scotia | $47.00 +2.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -35.8%
|
D Dominion Energy | $44.70 +1.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -44.6%
|
PG Procter & Gamble | $157.42 -0.8% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -2.8%
|
DTE DTE Energy | $104.41 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | -12.0%
|
CARR Carrier Global | $56.01 +1.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +14.8%
|
NEE NextEra Energy | $56.58 +0.5% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -31.5%
|
XLE Energy Select Sector SPDR Fund | $83.31 -1.5% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +28.6%
|
AEE Ameren | $68.70 +1.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -21.6%
|
BNS Bank of Nova Scotia | $47.00 +2.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -36.3%
|
WES Western Midstream Partners | $28.32 +1.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +18.4%
|
TDC Teradata | $48.99 +0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +14.6%
|
OTIS Otis Worldwide | $91.08 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +8.6%
|
MDLZ Mondelez International | $73.17 -2.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +8.6%
|
KYN Kayne Anderson Energy Infrastructure Fund | $8.56 -1.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +5.4%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -6.2%
|
EPD Enterprise Products Partners | $26.23 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +8.7%
|
ET Energy Transfer | $13.94 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +43.7%
|
CMCSA Comcast | $42.07 +2.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -16.2%
|
DTM DT Midstream | $51.77 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +0.2%
|
EIX Edison International | $64.70 0.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +1.5%
|
TSM Taiwan Semiconductor Manufacturing | $133.11 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +12.7%
|
COST Costco Wholesale | $723.40 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +37.3%
|
KR Kroger | $45.41 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +8.9%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $20.97 +0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -20.4%
|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $20.97 +0.2% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -19.9%
|
AAPL Apple | $188.85 +0.3% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +26.8%
|
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +11.2%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +40.1%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +41.7%
|
AMZN Amazon.com | $174.45 +2.7% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +9.0%
|
QQQ Invesco QQQ Trust | $437.05 +1.0% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +18.4%
|
QQQ Invesco QQQ Trust | $437.05 +1.0% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +18.4%
|
NVDA NVIDIA | $721.33 +3.6% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +265.2%
|
KR Kroger | $45.41 -0.1% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +19.3%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.80 +0.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -18.9%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.80 +0.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -18.9%
|
BNS Bank of Nova Scotia | $47.00 +2.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -27.8%
|
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $20.80 +0.0% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -18.8%
|
BABA Alibaba Group | $72.02 +1.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -65.8%
|
T AT&T | $16.84 +0.1% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -41.9%
|
MO Altria Group | $40.11 +0.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -18.9%
|
CCI Crown Castle | $108.40 +0.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -40.8%
|
AMZN Amazon.com | $174.45 +2.7% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +6.7%
|
NVDA NVIDIA | $721.33 +3.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +402.6%
|
CCI Crown Castle | $108.40 +0.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -41.1%
|
CCI Crown Castle | $108.40 +0.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -41.1%
|
CCI Crown Castle | $108.40 +0.8% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -41.1%
|
AMZN Amazon.com | $174.45 +2.7% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +5.3%
|
NVDA NVIDIA | $721.33 +3.6% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +402.6%
|
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +67.0%
|
CCI Crown Castle | $108.40 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -42.2%
|
LOW Lowe's Companies | $222.26 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +11.6%
|
ARCC Ares Capital | $20.07 +0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +3.2%
|
T AT&T | $16.84 +0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -43.7%
|
AI C3.ai | $28.47 +6.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -54.2%
|
KO Coca-Cola | $59.56 -0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +10.3%
|
CRM Salesforce | $291.30 -0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +26.4%
|
LOW Lowe's Companies | $222.26 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +10.3%
|
AMT American Tower | $194.44 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -19.5%
|
TSM Taiwan Semiconductor Manufacturing | $133.11 -0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +16.9%
|
LOW Lowe's Companies | $222.26 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +25.0%
|
NIO NIO | $5.93 +1.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -89.7%
|
AMZN Amazon.com | $174.45 +2.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $174.45 +2.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $151.00 +1.9% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $8.30 +0.2% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -45.3%
|
REZI Resideo Technologies | $17.58 +1.4% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $174.45 +2.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $49.59 +2.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $169.97 +0.2% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +142.8%
|
OXY Occidental Petroleum | $57.47 -1.0% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -19.3%
|
COST Costco Wholesale | $723.40 -0.1% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $167.67 -3.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $139.50 -1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $205.09 +0.5% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $1.00 -13.8% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $98.75 +0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $150.33 +1.2% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +20.1%
|
AMZN Amazon.com | $174.45 +2.7% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $84.99 -1.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $64.65 -1.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $109.27 -2.3% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +52.5%
|
PPL PPL | $25.87 +0.8% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $384.26 -0.2% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $174.45 +2.7% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $740.16 +0.6% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $457.88 -0.1% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $151.00 +1.9% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $550.26 +0.9% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $194.84 +0.7% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $123.03 +0.2% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $150.22 +2.0% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $111.81 -0.6% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $33.65 +0.8% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $105.60 -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 | $194.84 +0.7% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +37.4%
|
WMT Walmart | $169.28 -0.1% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $105.60 -0.5% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $420.55 +1.6% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $98.75 +0.4% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $150.33 +1.2% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $97.30 +0.7% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $39.72 -0.5% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $276.43 +0.2% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $457.88 -0.1% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $156.76 +0.2% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $139.28 +0.2% | 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 | $39.72 -0.5% | 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 | $123.03 +0.2% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $157.42 -0.8% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $426.50 -0.1% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $468.11 -0.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $15.40 +0.3% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $217.45 +0.6% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $1.00 -13.8% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $150.22 +2.0% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $2,638.35 +0.7% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $47.08 -1.5% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $289.47 -0.8% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $209.20 0.0% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $169.28 -0.1% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $41.91 +0.2% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $865.00 -1.6% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $39.72 -0.5% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $723.40 -0.1% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/4/2016 | |
VSM Versum Materials | $52.99
| Exchange $1,001 - $15,000 | 5/10/2018 | 10/3/2016 | |
KEY KeyCorp | $13.89 +0.1% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $457.88 -0.1% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $420.55 +1.6% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $2,638.35 +0.7% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $109.27 -2.3% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $167.67 -3.6% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $39.72 -0.5% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $139.50 -1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $78.08 +2.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $15.90 -0.1% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $43.32 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $37.53 -1.1% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $76.32 +1.7% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $2,638.35 +0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $15.90 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $91.04 +2.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $25.87 +0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $109.27 -2.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $155.89 +1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $723.40 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN (TLN) | $14.00
| Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $151.04 -2.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $164.31 +0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $76.32 +1.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $164.31 +0.7% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $209.20 0.0% | 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 | $150.33 +1.2% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $150.33 +1.2% | 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 | $53.99 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $959.01 +1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $381.29 -1.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $76.32 +1.7% | 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 | $156.76 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $249.99 -0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $219.84 0.0% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $37.53 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $15.40 +0.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $37.53 -1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $109.18 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $723.40 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $150.22 +2.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $151.00 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $109.18 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $167.67 -3.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $723.40 -0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $76.32 +1.7% | 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 | $39.72 -0.5% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $723.40 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $2,638.35 +0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +328.6%
|
CMG Chipotle Mexican Grill | $2,638.35 +0.7% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +328.6%
|
CHKP Check Point Software Technologies | $164.31 +0.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $76.32 +1.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $188.85 +0.3% | 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 | $150.22 +2.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $53.99 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $44.30 -1.6% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $959.01 +1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $134.75 +1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $90.51 -0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $147.77 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $60.18 +0.2% | 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 | $27.16 +1.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $155.89 +1.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $133.34 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $37.53 -1.1% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $33.65 +0.8% | 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 | $109.27 -2.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $147.77 -0.1% | 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 | $98.75 +0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $501.35 +1.4% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $186.34 +1.1% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $19.12 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $209.20 0.0% | 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 | $518.22 -0.4% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $134.75 +1.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $33.84 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $109.18 +0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $311.94 +1.5% | 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 | $37.53 -1.1% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $62.34 -2.7% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $13.89 +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 | $103.20 +0.8% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $186.34 +1.1% | 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 | $188.85 +0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $243.75 +1.3% | 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 | $60.18 +0.2% | 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 | $147.77 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $72.84 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |