PAVE Global X U.S. Infrastructure Development ETF | $40.92 -0.3% | Sale $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +65.9%
 |
PPA Invesco Aerospace & Defense ETF | $116.48 +0.2% | Purchase $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +68.2%
 |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.73 +0.1% | Sale $1,001 - $15,000 | 6/9/2022 | 5/17/2022 | +2.5%
 |
AMJ JPMorgan Alerian MLP Index ETN | $28.30
| Sale $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +59.3%
 |
MDY SPDR S&P MidCap 400 ETF Trust | $565.56 +0.0% | Purchase $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +15.9%
 |
PAVE Global X U.S. Infrastructure Development ETF | $40.92 -0.3% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/11/2020 | +95.4%
 |
IWM iShares Russell 2000 ETF | $217.57 +0.1% | Sale $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +14.9%
 |
PAVE Global X U.S. Infrastructure Development ETF | $40.92 -0.3% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +93.9%
 |
IWM iShares Russell 2000 ETF | $217.57 +0.1% | Sale $1,001 - $15,000 | 7/27/2021 | 12/2/2020 | +19.0%
 |
IWM iShares Russell 2000 ETF | $217.57 +0.1% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +59.0%
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IVV iShares Core S&P 500 ETF | $575.82 +0.9% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +86.7%
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IEFA iShares Core MSCI EAFE ETF | $76.41 -0.2% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +34.4%
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SPY SPDR S&P 500 ETF Trust | $573.17 +0.9% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +77.4%
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KBE SPDR S&P Bank ETF | $51.98 -0.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +41.8%
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VONE Vanguard Russell 1000 | $259.92 +1.0% | Purchase $50,001 - $100,000 | 7/27/2021 | 3/26/2020 | +118.5%
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SPY SPDR S&P 500 ETF Trust | $573.17 +0.9% | Purchase $1,001 - $15,000 | 7/27/2021 | 3/11/2020 | +109.0%
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GBDC Golub Capital BDC | $15.17 -0.1% | Purchase $1,001 - $15,000 | 7/27/2021 | 2/25/2020 | -13.7%
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IVE iShares S&P 500 Value ETF | $195.54 +0.2% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +50.3%
 |
IWN iShares Russell 2000 Value ETF | $163.41 -0.3% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +27.0%
 |
MDY SPDR S&P MidCap 400 ETF Trust | $565.56 +0.0% | Purchase $1,001 - $15,000 | 7/30/2020 | 9/20/2019 | +59.6%
 |
IJR iShares Core S&P Small-Cap ETF | $114.55 -0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +45.5%
 |
IVV iShares Core S&P 500 ETF | $575.82 +0.9% | Purchase $15,001 - $50,000 | 7/30/2020 | 7/24/2019 | +90.6%
 |
IJH iShares Core S&P Mid-Cap ETF | $61.89 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +56.6%
 |
AMJ JPMorgan Alerian MLP Index ETN | $28.30
| Sale $1,001 - $15,000 | 7/30/2020 | 7/8/2019 | +11.6%
 |
VEA Vanguard FTSE Developed Markets ETF | $51.80 -0.2% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +24.7%
 |
SPY SPDR S&P 500 ETF Trust | $573.17 +0.9% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +94.6%
 |
GBDC Golub Capital BDC | $15.17 -0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 5/30/2019 | -14.7%
 |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.73 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/22/2019 | -1.1%
 |
IJR iShares Core S&P Small-Cap ETF | $114.55 -0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +43.8%
 |
IEFA iShares Core MSCI EAFE ETF | $76.41 -0.2% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +26.5%
 |
IVV iShares Core S&P 500 ETF | $575.82 +0.9% | Purchase $1,001 - $15,000 | 7/30/2020 | 3/4/2019 | +104.8%
 |
IJH iShares Core S&P Mid-Cap ETF | $61.89 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +61.4%
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QQQ Invesco QQQ | $489.30 +1.5% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
QQQ Invesco QQQ | $489.30 +1.5% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
VGT Vanguard Information Technology ETF | $591.43 +1.8% | Purchase $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
GBDC Golub Capital BDC | $15.17 -0.1% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/21/2018 | |
IWM iShares Russell 2000 ETF | $217.57 +0.1% | Sale $100,001 - $250,000 | 5/8/2019 | 12/21/2018 | |
PKB Invesco Building & Construction ETF | $79.06 +0.5% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
PCY Invesco Emerging Markets Sovereign Debt ETF | $21.11 +0.2% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.73 +0.1% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
QQQ Invesco QQQ | $489.30 +1.5% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
IWO iShares Russell 2000 Growth ETF | $281.48 +0.5% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $96.68 +0.2% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.73 +0.1% | Purchase $100,001 - $250,000 | 5/8/2019 | 12/11/2018 | |
SPY SPDR S&P 500 ETF Trust | $573.17 +0.9% | Purchase $15,001 - $50,000 | 5/8/2019 | 10/26/2018 | |
MDY SPDR S&P MidCap 400 ETF Trust | $565.56 +0.0% | Sale $15,001 - $50,000 | 5/8/2019 | 9/5/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $96.68 +0.2% | Sale $15,001 - $50,000 | 5/8/2019 | 6/6/2018 | |
BLK BlackRock | $949.07 +0.9% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +91.7%
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QQQ Invesco QQQ | $489.30 +1.5% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +213.5%
 |
EFA iShares MSCI EAFE ETF | $81.94 -0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
IWM iShares Russell 2000 ETF | $217.57 +0.1% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +49.7%
 |
AMJ JPMorgan Alerian MLP Index ETN | $28.30
| Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $79.06 +0.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +159.1%
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QQQ Invesco QQQ | $489.30 +1.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +213.5%
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QQQ Invesco QQQ | $489.30 +1.5% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +213.5%
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NKE NIKE | $80.77 -0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +25.7%
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MRK Merck & Co., Inc. | $108.50 -0.1% | Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +145.0%
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UNH UnitedHealth Group | $581.56 -0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +187.6%
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KBE SPDR S&P Bank ETF | $51.98 -0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
DISCA Warner Bros. Discovery | $24.43
| Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $79.06 +0.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +159.1%
 |
VEA Vanguard FTSE Developed Markets ETF | $51.80 -0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/16/2018 | |
SPY SPDR S&P 500 ETF Trust | $573.17 +0.9% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $565.56 +0.0% | Sale $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
SPY SPDR S&P 500 ETF Trust | $573.17 +0.9% | Purchase $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $565.56 +0.0% | Sale $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
KMI Kinder Morgan | $23.32 -1.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
GE General Electric | $187.47 +0.8% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
AMZN Amazon.com | $182.72 +1.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
OXY Occidental Petroleum | $54.33 -2.8% | Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
UPS United Parcel Service | $130.96 -0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
NKE NIKE | $80.77 -0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
MET MetLife | $83.28 +0.3% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
PKB Invesco Building & Construction ETF | $79.06 +0.5% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KMI Kinder Morgan | $23.32 -1.1% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $51.98 -0.1% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
PKB Invesco Building & Construction ETF | $79.06 +0.5% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
OXY Occidental Petroleum | $54.33 -2.8% | Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
NKE NIKE | $80.77 -0.1% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
MET MetLife | $83.28 +0.3% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
UPS United Parcel Service | $130.96 -0.2% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
AMZN Amazon.com | $182.72 +1.1% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
GE General Electric | $187.47 +0.8% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $51.98 -0.1% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $51.80 -0.2% | Purchase $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $81.94 -0.2% | Sale $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $81.94 -0.2% | Sale $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $51.80 -0.2% | Purchase $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
KBE SPDR S&P Bank ETF | $51.98 -0.1% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
KBE SPDR S&P Bank ETF | $51.98 -0.1% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
PKB Invesco Building & Construction ETF | $79.06 +0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
RYH Invesco S&P 500 Equal Weight Health Care ETF | $31.25 +0.5% | Sale $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
QQQ Invesco QQQ | $489.30 +1.5% | Sale $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
IBB iShares Biotechnology ETF | $143.00 +0.6% | Sale $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $97.09 +0.8% | Purchase $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $97.09 +0.8% | Purchase $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IBB iShares Biotechnology ETF | $143.00 +0.6% | Sale $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IWF iShares Russell 1000 Growth ETF | $376.68 +1.6% | Purchase $100,001 - $250,000 | 7/26/2017 | 1/30/2017 | |
IWF iShares Russell 1000 Growth ETF | $376.68 +1.6% | Purchase $15,001 - $50,000 | 7/26/2017 | 1/26/2017 | |
EFA iShares MSCI EAFE ETF | $81.94 -0.2% | Sale $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $41.98 -0.2% | Purchase $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $41.98 -0.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
EFA iShares MSCI EAFE ETF | $81.94 -0.2% | Sale $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
IWM iShares Russell 2000 ETF | $217.57 +0.1% | Purchase $15,001 - $50,000 | 7/26/2017 | 12/21/2016 | |
PKB Invesco Building & Construction ETF | $79.06 +0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $217.57 +0.1% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $217.57 +0.1% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
PKB Invesco Building & Construction ETF | $79.06 +0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
QIHU (QIHU) | $76.92
| Exchange $1,001 - $15,000 | 7/26/2017 | 7/18/2016 | |
NRE Northstar Realty Europe | $17.02
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |
NRF Northstar Realty Finance | $16.13
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |