NVDA NVIDIA | $132.89 +4.0% | Purchase $1,001 - $15,000 | 9/16/2024 | 9/16/2024 | +13.8%
 |
MO Altria Group | $49.55 -0.7% | Sale $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | -8.4%
 |
NVDA NVIDIA | $132.89 +4.0% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | +22.9%
 |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/9/2024 | +2.2%
 |
NVST Envista | $18.20 -0.3% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | -1.3%
 |
NVDA NVIDIA | $132.89 +4.0% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +39.3%
 |
AAPL Apple | $225.77 +1.8% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +24.9%
 |
V Visa | $274.96 +0.4% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -2.7%
 |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +0.2%
 |
COST Costco Wholesale | $890.42 +1.9% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +28.1%
 |
CCI Crown Castle | $112.10 +0.8% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -3.5%
 |
BABA Alibaba Group | $109.73 -6.6% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +42.0%
 |
AMT American Tower | $224.25 +0.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +3.2%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.68 -0.3% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +11.5%
 |
NVDA NVIDIA | $132.89 +4.0% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +192.0%
 |
T AT&T | $21.87 +0.4% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +34.2%
 |
MPW Medical Properties Trust | $5.49 -1.4% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | +0.5%
 |
LOW Lowe's Companies | $273.27 +1.8% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +40.6%
 |
BNS Bank of Nova Scotia | $52.37 -0.7% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +22.2%
 |
AAPL Apple | $225.77 +1.8% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +29.8%
 |
MSFT Microsoft | $414.71 +1.3% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +19.8%
 |
ARCC Ares Capital | $21.01 0.0% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +9.5%
 |
WBD Warner Bros. Discovery | $7.72
| Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | -23.4%
 |
CMG Chipotle Mexican Grill | $57.99 +2.2% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +49.3%
 |
MCD McDonald's | $301.90 +0.3% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +15.2%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.68 -0.3% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +22.5%
 |
T AT&T | $21.87 +0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +42.1%
 |
SNOW Snowflake | $113.51 -0.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -21.8%
 |
CCI Crown Castle | $112.10 +0.8% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +20.6%
 |
VZ Verizon Communications | $44.01 +0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +25.3%
 |
CMG Chipotle Mexican Grill | $57.99 +2.2% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +49.3%
 |
ET Energy Transfer | $16.16 -0.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +22.9%
 |
WBD Warner Bros. Discovery | $7.72
| Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | -22.3%
 |
PG Procter & Gamble | $168.16 +0.6% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +12.1%
 |
LMT Lockheed Martin | $608.27 +0.5% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +33.8%
 |
BP BP | $32.02 -3.4% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -12.5%
 |
ARCC Ares Capital | $21.01 0.0% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +10.8%
 |
WBD Warner Bros. Discovery | $7.72
| Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | -24.9%
 |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +29.3%
 |
NVDA NVIDIA | $132.89 +4.0% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +196.2%
 |
AI C3.ai | $24.45 +1.4% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | -22.2%
 |
AMLP Alerian MLP ETF | $47.09 -1.2% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +13.0%
 |
AGAE Allied Gaming & Entertainment | $1.22
| Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | +20.8%
 |
MA Mastercard | $497.06 +1.2% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +26.4%
 |
WBD Warner Bros. Discovery | $7.72
| Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -39.6%
 |
KO Coca-Cola | $69.16 +0.2% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +13.4%
 |
IBM International Business Machines | $228.62 +0.7% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +61.6%
 |
DBRG DigitalBridge Group | $14.83 -0.5% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -3.8%
 |
ARCC Ares Capital | $21.01 0.0% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +8.6%
 |
KD Kyndryl | $24.29 +3.4% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +83.7%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.68 -0.3% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | +3.4%
 |
CRM Salesforce | $291.57 +2.5% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +27.8%
 |
ARCC Ares Capital | $21.01 0.0% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +9.5%
 |
NVDA NVIDIA | $132.89 +4.0% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +214.8%
 |
DFS Discover Financial Services | $142.07 -1.4% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +21.2%
 |
MDT Medtronic | $88.14 +1.3% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -0.1%
 |
LULU Lululemon Athletica | $276.59 +1.5% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -27.7%
 |
AMT American Tower | $224.25 +0.4% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | +15.4%
 |
VZ Verizon Communications | $44.01 +0.4% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +13.2%
 |
MCD McDonald's | $301.90 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +20.2%
 |
DBRG DigitalBridge Group | $14.83 -0.5% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -27.4%
 |
NVDA NVIDIA | $132.89 +4.0% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +739.1%
 |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +48.2%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.68 -0.3% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -6.5%
 |
NVDA NVIDIA | $132.89 +4.0% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +401.0%
 |
AAPL Apple | $225.77 +1.8% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +41.0%
 |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +48.0%
 |
MPW Medical Properties Trust | $5.49 -1.4% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -73.1%
 |
QQQ Invesco QQQ | $489.30 +1.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +33.4%
 |
BNS Bank of Nova Scotia | $52.37 -0.7% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -28.4%
 |
D Dominion Energy | $56.81 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -29.6%
 |
PG Procter & Gamble | $168.16 +0.6% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +3.8%
 |
DTE DTE Energy | $125.48 +0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +5.7%
 |
CARR Carrier Global | $80.84 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +65.7%
 |
NEE NextEra Energy | $80.50 +0.3% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -2.5%
 |
XLE Energy Select Sector SPDR Fund | $91.05 -2.6% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +40.6%
 |
AEE Ameren | $86.74 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -1.0%
 |
BNS Bank of Nova Scotia | $52.37 -0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -29.0%
 |
WES Western Midstream Partners | $39.15 -1.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +63.7%
 |
TDC Teradata | $30.25 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -29.3%
 |
OTIS Otis Worldwide | $101.14 -2.8% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +20.6%
 |
MDLZ Mondelez International | $70.85 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +5.2%
 |
KYN Kayne Anderson Energy Infrastructure Fund | $11.55 -1.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +42.2%
 |
JNJ Johnson & Johnson | $159.64 +0.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -4.5%
 |
EPD Enterprise Products Partners | $29.19 -1.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +21.0%
 |
ET Energy Transfer | $16.16 -0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +66.6%
 |
CMCSA Comcast | $40.95 +1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -18.4%
 |
DTM DT Midstream | $83.44 -0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +61.5%
 |
EIX Edison International | $84.89 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +33.2%
 |
TSM Taiwan Semiconductor Manufacturing | $186.06 +0.8% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +57.6%
 |
COST Costco Wholesale | $890.42 +1.9% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +69.0%
 |
KR Kroger | $56.02 +0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +34.3%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.68 -0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -10.2%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.68 -0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -9.5%
 |
AAPL Apple | $225.77 +1.8% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +51.6%
 |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +33.9%
 |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +38.1%
 |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +39.7%
 |
AMZN Amazon.com | $182.72 +1.1% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +14.2%
 |
QQQ Invesco QQQ | $489.30 +1.5% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +32.6%
 |
QQQ Invesco QQQ | $489.30 +1.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +32.6%
 |
NVDA NVIDIA | $132.89 +4.0% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +572.9%
 |
KR Kroger | $56.02 +0.1% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +47.1%
 |
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $22.05 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -14.0%
 |
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $22.05 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -14.0%
 |
BNS Bank of Nova Scotia | $52.37 -0.7% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -19.5%
 |
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $22.05 +0.6% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -13.9%
 |
BABA Alibaba Group | $109.73 -6.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -47.9%
 |
T AT&T | $21.87 +0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -24.5%
 |
MO Altria Group | $49.55 -0.7% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | +0.2%
 |
CCI Crown Castle | $112.10 +0.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -38.8%
 |
AMZN Amazon.com | $182.72 +1.1% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +11.7%
 |
NVDA NVIDIA | $132.89 +4.0% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +826.0%
 |
CCI Crown Castle | $112.10 +0.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -39.0%
 |
CCI Crown Castle | $112.10 +0.8% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -39.0%
 |
CCI Crown Castle | $112.10 +0.8% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -39.0%
 |
AMZN Amazon.com | $182.72 +1.1% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +10.3%
 |
NVDA NVIDIA | $132.89 +4.0% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +826.0%
 |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +64.7%
 |
CCI Crown Castle | $112.10 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -40.3%
 |
LOW Lowe's Companies | $273.27 +1.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +37.2%
 |
ARCC Ares Capital | $21.01 0.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +8.0%
 |
T AT&T | $21.87 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -26.8%
 |
AI C3.ai | $24.45 +1.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -60.6%
 |
KO Coca-Cola | $69.16 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +28.1%
 |
CRM Salesforce | $291.57 +2.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +26.5%
 |
LOW Lowe's Companies | $273.27 +1.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +35.6%
 |
AMT American Tower | $224.25 +0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -7.1%
 |
TSM Taiwan Semiconductor Manufacturing | $186.06 +0.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +63.5%
 |
LOW Lowe's Companies | $273.27 +1.8% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +53.7%
 |
NIO NIO | $6.25 -8.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -89.2%
 |
AMZN Amazon.com | $182.72 +1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $182.72 +1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $166.34 -0.4% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $7.88 -1.5% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -48.1%
 |
REZI Resideo Technologies | $19.88 -0.2% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $182.72 +1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $46.64 +1.6% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $160.02 -7.6% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +128.6%
 |
OXY Occidental Petroleum | $54.33 -2.8% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -23.7%
 |
COST Costco Wholesale | $890.42 +1.9% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $170.42 +1.9% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $69.48 +0.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $221.68 0.0% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $360.38 +1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $0.36 -5.3% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $113.45 +1.2% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $163.41 -0.3% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +30.6%
 |
AMZN Amazon.com | $182.72 +1.1% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $88.14 +1.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $79.63 +0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $97.00 -0.5% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +35.3%
 |
PPL PPL | $32.14 +0.8% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $496.57 +0.4% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $182.72 +1.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $913.72 +1.7% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $497.06 +1.2% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $166.34 -0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $542.91 +0.9% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $207.00 +1.8% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $138.16 +0.5% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $165.70 +0.8% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $114.61 +1.1% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $41.99 -0.4% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $102.88 -3.3% | 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 | $207.00 +1.8% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +46.0%
 |
WMT Walmart | $79.71 +0.8% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $102.88 -3.3% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $414.71 +1.3% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $113.45 +1.2% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $163.41 -0.3% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $96.21 +0.1% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $44.01 +0.4% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $274.96 +0.4% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $497.06 +1.2% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $159.64 +0.1% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $187.47 +0.8% | 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 | $44.01 +0.4% | 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 | $138.16 +0.5% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $168.16 +0.6% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $608.27 +0.5% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $592.89 +1.4% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $17.43 -0.6% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $238.62 +0.4% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $0.36 -5.3% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $165.70 +0.8% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $57.99 +2.2% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $44.14 -3.2% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $301.90 +0.3% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $154.64 -0.8% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $79.71 +0.8% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $38.03 -1.6% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $1,278.61 +1.7% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $44.01 +0.4% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $890.42 +1.9% | 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 | $16.73 -0.2% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $497.06 +1.2% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $414.71 +1.3% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $57.99 +2.2% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $97.00 -0.5% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $170.42 +1.9% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $44.01 +0.4% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $69.48 +0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $86.82 -1.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $17.36 -1.5% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $47.09 -1.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $33.52 0.0% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $65.88 +1.0% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $57.99 +2.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $17.36 -1.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $97.09 +0.8% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $32.14 +0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $97.00 -0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $177.70 -0.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $890.42 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN (TLN) | $177.83 -0.4% | Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $148.76 -1.6% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $197.54 +3.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $65.88 +1.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $197.54 +3.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $154.64 -0.8% | 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 | $163.41 -0.3% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $159.64 +0.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $163.41 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 5/18/2016 | 7/28/2015 | |
DOW DOW | $53.21 -2.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $1,028.56 +0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $400.34 -1.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $65.88 +1.0% | 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 | $159.64 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $285.42 +1.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $310.36 -0.7% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $33.52 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $17.43 -0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $33.52 0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $142.07 -1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $890.42 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $165.70 +0.8% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $166.34 -0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $142.07 -1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $170.42 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $159.64 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $890.42 +1.9% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $65.88 +1.0% | 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 | $44.01 +0.4% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $890.42 +1.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $57.99 +2.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +371.0%
 |
CMG Chipotle Mexican Grill | $57.99 +2.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +371.0%
 |
CHKP Check Point Software Technologies | $197.54 +3.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $65.88 +1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $225.77 +1.8% | 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 | $165.70 +0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $53.21 -2.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $84.52 +2.5% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $1,028.56 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $104.21 -2.2% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $125.05 +0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $180.82 -0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $58.41 -3.9% | Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ESRX Express Scripts | $92.33
| Sale $1,001 - $15,000 | 5/14/2015 | 6/18/2014 | |
ACT Enact | $36.21 +1.3% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $177.70 -0.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $144.61 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $33.52 0.0% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $41.99 -0.4% | 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 | $97.00 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $180.82 -0.8% | 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 | $113.45 +1.2% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $495.09 +2.4% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $228.62 +0.7% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $21.99 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $154.64 -0.8% | 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 | $581.56 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $104.21 -2.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $39.61 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $142.07 -1.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $270.15 +2.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 8/16/2013 | |
SAPE SAPE | | Sale $1,001 - $15,000 | 5/14/2015 | 8/9/2013 | |
BCE BCE | $33.52 0.0% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $72.49 -0.3% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $16.73 -0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/10/2013 | |
WLL Whiting Petroleum | $68.03
| Purchase $1,001 - $15,000 | 5/14/2015 | 5/2/2013 | |
EMR Emerson Electric | $109.42 -2.8% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $228.62 +0.7% | 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 | $225.77 +1.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $237.17 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/16/2013 | |
WFT Weatherford International | | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
BHP BHP Group | $58.41 -3.9% | Sale $1,001 - $15,000 | 5/14/2015 | 4/15/2013 | |
WCRX (WCRX) | | Purchase $1,001 - $15,000 | 5/14/2015 | 4/8/2013 | |
PNC The PNC Financial Services Group | $180.82 -0.8% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $88.57 +1.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |