NVDA NVIDIA | $138.25 +2.2% | Purchase $1,001 - $15,000 | 11/1/2024 | 11/1/2024 | +2.1%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $1,001 - $15,000 | 9/16/2024 | 9/16/2024 | +18.4%
 |
MO Altria Group | $57.74 +0.2% | Sale $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | +6.8%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/10/2024 | +27.9%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 9/12/2024 | 9/9/2024 | +4.4%
 |
NVST Envista | $22.29 -0.2% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | +20.9%
 |
NVDA NVIDIA | $138.25 +2.2% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +44.9%
 |
AAPL Apple | $237.33 +1.0% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +31.3%
 |
V Visa | $315.08 +0.1% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | +11.5%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 2/29/2024 | 2/7/2024 | +2.3%
 |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 2/29/2024 | 1/31/2024 | +39.9%
 |
CCI Crown Castle | $106.25 -0.4% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -8.5%
 |
BABA Alibaba Group | $87.37 +0.9% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | +13.1%
 |
AMT American Tower | $209.00 -0.1% | Sale $1,001 - $15,000 | 1/24/2024 | 12/28/2023 | -3.8%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.85 +0.3% | Sale $1,001 - $15,000 | 12/26/2023 | 12/15/2023 | +12.3%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $0 - $1,000 | 12/26/2023 | 12/6/2023 | +203.8%
 |
T AT&T | $23.16 -0.5% | Sale $1,001 - $15,000 | 12/26/2023 | 11/29/2023 | +42.1%
 |
MPW Medical Properties Trust | $4.39 +1.4% | Sale $0 - $1,000 | 11/7/2023 | 11/3/2023 | -19.6%
 |
LOW Lowe's Companies | $272.43 -0.3% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +40.1%
 |
BNS Bank of Nova Scotia | $57.02 +0.5% | Sale $1,001 - $15,000 | 11/7/2023 | 11/2/2023 | +33.0%
 |
AAPL Apple | $237.33 +1.0% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +36.4%
 |
MSFT Microsoft | $423.46 +0.1% | Sale $15,001 - $50,000 | 11/7/2023 | 11/1/2023 | +22.4%
 |
ARCC Ares Capital | $22.15 +0.6% | Sale $1,001 - $15,000 | 11/7/2023 | 11/1/2023 | +15.4%
 |
WBD Warner Bros. Discovery | $10.48 +1.0% | Sale $0 - $1,000 | 11/7/2023 | 11/1/2023 | +4.0%
 |
CMG Chipotle Mexican Grill | $61.52 -0.9% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +58.4%
 |
MCD McDonald's | $296.01 +0.3% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +12.9%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.85 +0.3% | Sale $250,001 - $500,000 | 11/7/2023 | 10/31/2023 | +23.4%
 |
T AT&T | $23.16 -0.5% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +50.5%
 |
SNOW Snowflake | $174.80 +0.6% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +20.4%
 |
CCI Crown Castle | $106.25 -0.4% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +14.3%
 |
VZ Verizon Communications | $44.34 -0.1% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +26.2%
 |
CMG Chipotle Mexican Grill | $61.52 -0.9% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +58.4%
 |
ET Energy Transfer | $19.86 +2.3% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | +51.0%
 |
WBD Warner Bros. Discovery | $10.48 +1.0% | Sale $1,001 - $15,000 | 11/7/2023 | 10/31/2023 | +5.4%
 |
PG Procter & Gamble | $179.26 -0.1% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +19.5%
 |
LMT Lockheed Martin | $529.41 +0.7% | Sale $100,001 - $250,000 | 11/7/2023 | 10/31/2023 | +16.4%
 |
BP BP | $29.31 +0.6% | Sale $15,001 - $50,000 | 11/7/2023 | 10/31/2023 | -19.9%
 |
ARCC Ares Capital | $22.15 +0.6% | Purchase $0 - $1,000 | 10/13/2023 | 10/6/2023 | +16.8%
 |
WBD Warner Bros. Discovery | $10.48 +1.0% | Sale $0 - $1,000 | 10/13/2023 | 10/6/2023 | +1.9%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/20/2023 | +32.0%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $1,001 - $15,000 | 9/23/2023 | 9/12/2023 | +208.1%
 |
AI C3.ai | $37.18 +2.2% | Sale $0 - $1,000 | 9/5/2023 | 9/5/2023 | +18.3%
 |
AMLP Alerian MLP ETF | $51.32 +2.0% | Sale $1,001 - $15,000 | 9/23/2023 | 9/1/2023 | +23.1%
 |
AGAE Allied Gaming & Entertainment | $1.01
| Sale $0 - $1,000 | 9/5/2023 | 8/29/2023 | |
MA Mastercard | $532.94 +0.1% | Sale $1,001 - $15,000 | 9/5/2023 | 8/21/2023 | +35.5%
 |
WBD Warner Bros. Discovery | $10.48 +1.0% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -18.0%
 |
KO Coca-Cola | $64.08 +0.2% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +5.1%
 |
IBM International Business Machines | $227.41 +0.2% | Sale $1,001 - $15,000 | 9/5/2023 | 8/18/2023 | +60.8%
 |
DBRG DigitalBridge Group | $13.10 +0.3% | Sale $0 - $1,000 | 9/5/2023 | 8/18/2023 | -15.0%
 |
ARCC Ares Capital | $22.15 +0.6% | Purchase $0 - $1,000 | 8/17/2023 | 8/15/2023 | +14.5%
 |
KD Kyndryl | $34.71 -0.3% | Sale $0 - $1,000 | 8/17/2023 | 7/28/2023 | +162.6%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.85 +0.3% | Sale $15,001 - $50,000 | 7/27/2023 | 7/24/2023 | +4.1%
 |
CRM Salesforce | $329.99 0.0% | Sale $1,001 - $15,000 | 7/27/2023 | 7/21/2023 | +44.7%
 |
ARCC Ares Capital | $22.15 +0.6% | Purchase $0 - $1,000 | 7/15/2023 | 7/14/2023 | +15.4%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $0 - $1,000 | 6/26/2023 | 6/23/2023 | +227.5%
 |
DFS Discover Financial Services | $182.43 -0.1% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | +55.6%
 |
MDT Medtronic | $86.54 +0.3% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -1.9%
 |
LULU Lululemon Athletica | $320.66 +0.4% | Sale $15,001 - $50,000 | 6/26/2023 | 6/15/2023 | -16.2%
 |
AMT American Tower | $209.00 -0.1% | Sale $1,001 - $15,000 | 6/26/2023 | 6/15/2023 | +7.6%
 |
VZ Verizon Communications | $44.34 -0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/27/2022 | +14.0%
 |
MCD McDonald's | $296.01 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/21/2022 | +17.9%
 |
DBRG DigitalBridge Group | $13.10 +0.3% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | -35.9%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $1,001 - $15,000 | 7/9/2022 | 7/8/2022 | +772.9%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 4/17/2022 | 4/15/2022 | +51.3%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.85 +0.3% | Sale $1,001 - $15,000 | 4/14/2022 | 4/4/2022 | -5.8%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $1,001 - $15,000 | 4/14/2022 | 3/22/2022 | +421.2%
 |
AAPL Apple | $237.33 +1.0% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +48.3%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 2/18/2022 | 2/23/2022 | +51.1%
 |
MPW Medical Properties Trust | $4.39 +1.4% | Purchase $1,001 - $15,000 | 3/13/2022 | 2/22/2022 | -78.5%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/9/2022 | +39.0%
 |
BNS Bank of Nova Scotia | $57.02 +0.5% | Purchase $1,001 - $15,000 | 2/11/2022 | 2/4/2022 | -22.1%
 |
D Dominion Energy | $58.75 -0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/31/2022 | -27.2%
 |
PG Procter & Gamble | $179.26 -0.1% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | +10.7%
 |
DTE DTE Energy | $125.78 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +6.0%
 |
CARR Carrier Global | $77.37 +0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/19/2022 | +58.6%
 |
NEE NextEra Energy | $78.67 +0.2% | Sale $15,001 - $50,000 | 2/11/2022 | 1/19/2022 | -4.7%
 |
XLE Energy Select Sector SPDR Fund | $95.53 +0.4% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | +47.5%
 |
AEE Ameren | $94.39 -0.6% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +7.7%
 |
BNS Bank of Nova Scotia | $57.02 +0.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -22.7%
 |
WES Western Midstream Partners | $40.71 +2.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +70.3%
 |
TDC Teradata | $30.90 -0.1% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -27.7%
 |
OTIS Otis Worldwide | $102.98 +0.4% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +22.8%
 |
MDLZ Mondelez International | $64.95 -0.2% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -3.6%
 |
KYN Kayne Anderson Energy Infrastructure Fund | $13.68 +1.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +68.5%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Sale $15,001 - $50,000 | 2/11/2022 | 1/18/2022 | -7.2%
 |
EPD Enterprise Products Partners | $34.43 +2.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +42.7%
 |
ET Energy Transfer | $19.86 +2.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +104.7%
 |
CMCSA Comcast | $43.19 +1.5% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | -13.9%
 |
DTM DT Midstream | $106.12 +0.3% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +105.5%
 |
EIX Edison International | $87.75 -0.7% | Sale $1,001 - $15,000 | 2/11/2022 | 1/18/2022 | +37.6%
 |
TSM Taiwan Semiconductor Manufacturing | $184.66 +1.9% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +56.4%
 |
COST Costco Wholesale | $971.88 +1.1% | Sale $1,001 - $15,000 | 2/11/2022 | 11/16/2021 | +84.5%
 |
KR Kroger | $61.08 +1.0% | Sale $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | +46.5%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.85 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/8/2021 | -9.5%
 |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | $23.85 +0.3% | Purchase $1,001 - $15,000 | 2/11/2022 | 11/4/2021 | -8.9%
 |
AAPL Apple | $237.33 +1.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +59.3%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Sale $100,001 - $250,000 | 10/17/2021 | 9/10/2021 | +58.7%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 9/8/2021 | +41.1%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/19/2021 | +42.7%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/18/2021 | +29.9%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Purchase $1,001 - $15,000 | 10/17/2021 | 8/16/2021 | +38.1%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Purchase $1,001 - $15,000 | 2/11/2022 | 8/16/2021 | +38.1%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $1,001 - $15,000 | 8/15/2021 | 8/2/2021 | +600.0%
 |
KR Kroger | $61.08 +1.0% | Purchase $1,001 - $15,000 | 8/15/2021 | 7/13/2021 | +60.4%
 |
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $22.40 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -12.6%
 |
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $22.40 +0.6% | Purchase $1,001 - $15,000 | 7/9/2021 | 7/1/2021 | -12.6%
 |
BNS Bank of Nova Scotia | $57.02 +0.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 6/30/2021 | -12.4%
 |
HNDL Strategy Shares NASDAQ 7 HANDL ETF | $22.40 +0.6% | Purchase $15,001 - $50,000 | 7/9/2021 | 6/30/2021 | -12.6%
 |
BABA Alibaba Group | $87.37 +0.9% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/24/2021 | -58.5%
 |
T AT&T | $23.16 -0.5% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | -20.0%
 |
MO Altria Group | $57.74 +0.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/19/2021 | +16.8%
 |
CCI Crown Castle | $106.25 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/5/2021 | -42.0%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $15,001 - $50,000 | 7/9/2021 | 5/5/2021 | +27.1%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | +863.3%
 |
CCI Crown Castle | $106.25 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -42.2%
 |
CCI Crown Castle | $106.25 -0.4% | Purchase $1,001 - $15,000 | 7/9/2021 | 5/4/2021 | -42.2%
 |
CCI Crown Castle | $106.25 -0.4% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | -42.2%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $15,001 - $50,000 | 5/5/2021 | 5/4/2021 | +25.5%
 |
NVDA NVIDIA | $138.25 +2.2% | Purchase $1,001 - $15,000 | 5/5/2021 | 5/4/2021 | +863.3%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | +68.1%
 |
CCI Crown Castle | $106.25 -0.4% | Purchase $1,001 - $15,000 | 5/3/2021 | 5/3/2021 | -43.4%
 |
LOW Lowe's Companies | $272.43 -0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/26/2021 | +36.8%
 |
ARCC Ares Capital | $22.15 +0.6% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | +13.9%
 |
T AT&T | $23.16 -0.5% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/20/2021 | -22.5%
 |
AI C3.ai | $37.18 +2.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | -40.1%
 |
KO Coca-Cola | $64.08 +0.2% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +18.7%
 |
CRM Salesforce | $329.99 0.0% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/19/2021 | +43.2%
 |
LOW Lowe's Companies | $272.43 -0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/14/2021 | +35.2%
 |
AMT American Tower | $209.00 -0.1% | Purchase $1,001 - $15,000 | 5/3/2021 | 4/12/2021 | -13.5%
 |
TSM Taiwan Semiconductor Manufacturing | $184.66 +1.9% | Purchase $1,001 - $15,000 | 5/3/2021 | 3/10/2021 | +62.2%
 |
LOW Lowe's Companies | $272.43 -0.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 2/9/2021 | +53.2%
 |
NIO NIO | $4.48 +2.3% | Purchase $1,001 - $15,000 | 5/3/2021 | 1/20/2021 | -92.2%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 12/20/2018 | |
QCOM QUALCOMM | $158.53 +1.4% | Sale $15,001 - $50,000 | 12/21/2018 | 12/11/2018 | |
GTX Garrett Motion | $8.48 +1.3% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | -44.1%
 |
REZI Resideo Technologies | $27.18 +0.1% | Sale $0 - $1,000 | 12/21/2018 | 10/31/2018 | |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
ARKK ARK Innovation ETF | $57.98 +1.5% | Purchase $1,001 - $15,000 | 12/21/2018 | 10/24/2018 | |
MPC Marathon Petroleum | $156.15 +0.5% | Purchase $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | +123.0%
 |
OXY Occidental Petroleum | $50.58 +0.5% | Sale $15,001 - $50,000 | 12/21/2018 | 9/28/2018 | -29.0%
 |
COST Costco Wholesale | $971.88 +1.1% | Sale $15,001 - $50,000 | 12/21/2018 | 9/27/2018 | |
PEP PepsiCo | $163.45 +0.4% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/8/2018 | |
DLTR Dollar Tree | $71.27 -0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/3/2018 | |
CME CME Group | $238.00 +0.3% | Purchase $15,001 - $50,000 | 12/21/2018 | 8/2/2018 | |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
STI SunTrust Banks | $0.41 -4.7% | Sale $15,001 - $50,000 | 12/21/2018 | 8/1/2018 | |
TJX TJX Companies | $125.69 -0.5% | Sale $1,001 - $15,000 | 12/21/2018 | 8/1/2018 | |
IWN iShares Russell 2000 Value ETF | $180.33 +0.1% | Sale $1,001 - $15,000 | 12/21/2018 | 7/31/2018 | +44.1%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $15,001 - $50,000 | 12/21/2018 | 7/27/2018 | |
MDT Medtronic | $86.54 +0.3% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/18/2018 | |
MKC McCormick & Company, Incorporated | $78.41 +0.8% | Purchase $1,001 - $15,000 | 12/21/2018 | 7/5/2018 | |
NSRGY Nestlé | $86.78 +0.5% | Sale $15,001 - $50,000 | 12/21/2018 | 6/29/2018 | +21.1%
 |
PPL PPL | $34.93 -0.2% | Sale $15,001 - $50,000 | 12/21/2018 | 6/21/2018 | |
GS The Goldman Sachs Group | $608.57 +0.5% | Purchase $15,001 - $50,000 | 12/21/2018 | 6/7/2018 | |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 12/21/2018 | 6/7/2018 | |
LLY Eli Lilly and Company | $795.35 +0.9% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
MA Mastercard | $532.94 +0.1% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
QCOM QUALCOMM | $158.53 +1.4% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
ROP Roper Technologies | $566.44 +0.4% | Sale $1,001 - $15,000 | 12/21/2018 | 6/1/2018 | |
HON Honeywell International | $232.93 +1.4% | Purchase $1,001 - $15,000 | 6/4/2018 | 6/1/2018 | |
PAYX Paychex | $146.27 +0.4% | Sale $15,001 - $50,000 | 6/1/2018 | 5/31/2018 | |
GOOG Alphabet | $170.49 -0.2% | Purchase $1,001 - $15,000 | 5/19/2018 | 5/18/2018 | |
ABT Abbott Laboratories | $118.77 -0.2% | Purchase $1,001 - $15,000 | 5/5/2018 | 5/2/2018 | |
FITB Fifth Third Bancorp | $48.06 -0.2% | Sale $15,001 - $50,000 | 4/26/2018 | 4/25/2018 | |
WYNN Wynn Resorts | $94.38 +3.0% | 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 | $232.93 +1.4% | Purchase $15,001 - $50,000 | 2/6/2018 | 1/31/2018 | +64.3%
 |
WMT Walmart | $92.50 +0.7% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
WYNN Wynn Resorts | $94.38 +3.0% | Purchase $1,001 - $15,000 | 2/26/2018 | 1/26/2018 | |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 4/26/2018 | 12/1/2017 | |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 12/1/2017 | 12/1/2017 | |
MSFT Microsoft | $423.46 +0.1% | Sale $1,001 - $15,000 | 11/28/2017 | 11/27/2017 | |
TJX TJX Companies | $125.69 -0.5% | Purchase $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
IWN iShares Russell 2000 Value ETF | $180.33 +0.1% | Sale $15,001 - $50,000 | 11/28/2017 | 11/22/2017 | |
SBUX Starbucks | $102.46 +0.9% | Purchase $15,001 - $50,000 | 9/29/2017 | 9/22/2017 | |
VZ Verizon Communications | $44.34 -0.1% | Sale $1,001 - $15,000 | 9/18/2017 | 9/15/2017 | |
V Visa | $315.08 +0.1% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
MA Mastercard | $532.94 +0.1% | Purchase $1,001 - $15,000 | 8/28/2017 | 8/18/2017 | |
JNJ Johnson & Johnson | $155.01 -0.3% | Sale $50,001 - $100,000 | 8/7/2017 | 8/10/2017 | |
GE General Electric | $182.16 +0.9% | 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 | $44.34 -0.1% | 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 | $146.27 +0.4% | Purchase $15,001 - $50,000 | 5/22/2017 | 5/15/2017 | |
PG Procter & Gamble | $179.26 -0.1% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
META Meta Platforms | $574.32 +0.9% | Purchase $50,001 - $100,000 | 6/5/2017 | 5/12/2017 | |
PAA Plains All American Pipeline | $18.67 +3.2% | Sale $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
SBAC SBA Communications | $226.25 -1.0% | Purchase $1,001 - $15,000 | 4/6/2017 | 4/10/2017 | |
STI SunTrust Banks | $0.41 -4.7% | Purchase $1,001 - $15,000 | 3/23/2017 | 3/22/2017 | |
GOOG Alphabet | $170.49 -0.2% | Purchase $1,001 - $15,000 | 3/15/2017 | 3/8/2017 | |
CMG Chipotle Mexican Grill | $61.52 -0.9% | Purchase $1,001 - $15,000 | 3/8/2017 | 3/7/2017 | |
SLB Schlumberger | $43.94 +0.6% | Purchase $1,001 - $15,000 | 1/9/2017 | 1/6/2017 | |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $15,001 - $50,000 | 1/23/2017 | 1/4/2017 | |
MCD McDonald's | $296.01 +0.3% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
BA Boeing | $155.44 +2.0% | Purchase $50,001 - $100,000 | 1/23/2017 | 1/4/2017 | |
WMT Walmart | $92.50 +0.7% | Purchase $1,001 - $15,000 | 12/23/2016 | 12/21/2016 | |
GSK GSK | $34.13 -0.6% | Purchase $1,001 - $15,000 | 5/1/2017 | 12/1/2016 | |
COKE Coca-Cola Consolidated | $1,304.29 -0.6% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/27/2016 | |
VZ Verizon Communications | $44.34 -0.1% | Purchase $1,001 - $15,000 | 5/1/2017 | 10/20/2016 | |
COST Costco Wholesale | $971.88 +1.1% | 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 | $19.48 -0.2% | Sale $1,001 - $15,000 | 10/4/2016 | 7/27/2016 | |
MA Mastercard | $532.94 +0.1% | Purchase $15,001 - $50,000 | 7/5/2016 | 7/1/2016 | |
MSFT Microsoft | $423.46 +0.1% | Sale $15,001 - $50,000 | 7/5/2016 | 6/10/2016 | |
CMG Chipotle Mexican Grill | $61.52 -0.9% | Purchase $1,001 - $15,000 | 7/5/2016 | 6/7/2016 | |
NSRGY Nestlé | $86.78 +0.5% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
PEP PepsiCo | $163.45 +0.4% | Sale $1,001 - $15,000 | 7/5/2016 | 6/6/2016 | |
VZ Verizon Communications | $44.34 -0.1% | Purchase $1,001 - $15,000 | 5/27/2016 | 5/19/2016 | |
DLTR Dollar Tree | $71.27 -0.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/17/2016 | |
CF CF Industries | $89.66 +1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 5/12/2016 | |
IVZ Invesco | $18.09 +0.3% | Sale $1,001 - $15,000 | 5/1/2017 | 5/11/2016 | |
AMLP Alerian MLP ETF | $51.32 +2.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 4/25/2016 | |
BCE BCE | $27.03 +0.0% | Sale $15,001 - $50,000 | 5/18/2016 | 4/12/2016 | |
CVS CVS Health | $59.85 -0.2% | Sale $15,001 - $50,000 | 5/18/2016 | 11/19/2015 | |
CMG Chipotle Mexican Grill | $61.52 -0.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 11/3/2015 | |
IVZ Invesco | $18.09 +0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 10/8/2015 | |
XBI SPDR S&P Biotech ETF | $99.62 -0.4% | Purchase $15,001 - $50,000 | 5/18/2016 | 10/2/2015 | |
PPL PPL | $34.93 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/10/2015 | |
NSRGY Nestlé | $86.78 +0.5% | Purchase $1,001 - $15,000 | 5/18/2016 | 9/4/2015 | |
AMG Affiliated Managers Group | $187.54 -0.5% | Purchase $15,001 - $50,000 | 5/18/2016 | 9/4/2015 | |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/27/2015 | |
TLN Talen Energy | $214.41 +0.2% | Sale $0 - $1,000 | 5/18/2016 | 8/26/2015 | |
CVX Chevron | $161.93 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/26/2015 | |
CHKP Check Point Software Technologies | $182.00 +0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 8/25/2015 | |
CVS CVS Health | $59.85 -0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/25/2015 | |
CHKP Check Point Software Technologies | $182.00 +0.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 8/21/2015 | |
BA Boeing | $155.44 +2.0% | 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 | $180.33 +0.1% | Purchase $50,001 - $100,000 | 5/18/2016 | 7/30/2015 | |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/30/2015 | |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/29/2015 | |
IWN iShares Russell 2000 Value ETF | $180.33 +0.1% | 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 | $44.21 +0.6% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
GWW W.W. Grainger | $1,205.34 0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
DE Deere & Company | $465.90 0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/27/2015 | |
CVS CVS Health | $59.85 -0.2% | 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 | $155.01 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/21/2015 | |
ADP Automatic Data Processing | $306.93 +0.0% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/15/2015 | |
APD Air Products and Chemicals | $334.33 +0.3% | Purchase $15,001 - $50,000 | 5/10/2018 | 7/15/2015 | |
BCE BCE | $27.03 +0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/13/2015 | |
PAA Plains All American Pipeline | $18.67 +3.2% | Purchase $15,001 - $50,000 | 5/18/2016 | 7/13/2015 | |
BCE BCE | $27.03 +0.0% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
DFS Discover Financial Services | $182.43 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/10/2015 | |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 7/2/2015 | |
GOOG Alphabet | $170.49 -0.2% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/19/2015 | |
QCOM QUALCOMM | $158.53 +1.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
DFS Discover Financial Services | $182.43 -0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/15/2015 | |
PEP PepsiCo | $163.45 +0.4% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/12/2015 | |
COST Costco Wholesale | $971.88 +1.1% | Purchase $15,001 - $50,000 | 5/18/2016 | 6/12/2015 | |
CVS CVS Health | $59.85 -0.2% | 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 | $44.34 -0.1% | Purchase $100,001 - $250,000 | 5/18/2016 | 6/3/2015 | |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 5/18/2016 | 6/1/2015 | |
CMG Chipotle Mexican Grill | $61.52 -0.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +399.7%
 |
CMG Chipotle Mexican Grill | $61.52 -0.9% | Purchase $1,001 - $15,000 | 5/18/2016 | 5/29/2015 | +399.7%
 |
CHKP Check Point Software Technologies | $182.00 +0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/6/2015 | |
CVS CVS Health | $59.85 -0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/1/2015 | |
AAPL Apple | $237.33 +1.0% | 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 | $170.49 -0.2% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/14/2015 | |
DOW DOW | $44.21 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 3/23/2015 | |
EAT Brinker International | $132.27 +1.2% | Sale $1,001 - $15,000 | 5/14/2015 | 3/13/2015 | |
GWW W.W. Grainger | $1,205.34 0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 2/26/2015 | |
LEA Lear | $97.84 +0.6% | Sale $1,001 - $15,000 | 5/14/2015 | 2/17/2015 | |
UTX United Technologies | $121.83 +1.2% | Sale $1,001 - $15,000 | 5/14/2015 | 1/27/2015 | |
PNC The PNC Financial Services Group | $214.72 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/14/2015 | |
BHP BHP Group | $52.65 +1.6% | 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 | $35.21 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
AMG Affiliated Managers Group | $187.54 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
A Agilent Technologies | $137.97 -0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
BCE BCE | $27.03 +0.0% | Exchange $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
FITB Fifth Third Bancorp | $48.06 -0.2% | 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 | $86.78 +0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
PNC The PNC Financial Services Group | $214.72 -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 | $125.69 -0.5% | Sale $1,001 - $15,000 | 5/14/2015 | 4/23/2014 | |
MCK McKesson | $628.50 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 2/18/2014 | |
IBM International Business Machines | $227.41 +0.2% | Sale $1,001 - $15,000 | 5/14/2015 | 2/14/2014 | |
JWN Nordstrom | $22.71 +0.4% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/29/2014 | |
BA Boeing | $155.44 +2.0% | 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 | $610.20 +0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/13/2014 | |
LEA Lear | $97.84 +0.6% | Purchase $1,001 - $15,000 | 5/14/2015 | 11/12/2013 | |
EXC Exelon | $39.56 +0.1% | Sale $1,001 - $15,000 | 5/14/2015 | 11/11/2013 | |
DFS Discover Financial Services | $182.43 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 9/9/2013 | |
CDNS Cadence Design Systems | $306.81 +0.7% | 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 | $27.03 +0.0% | Exchange $1,001 - $15,000 | 5/14/2015 | 5/31/2013 | |
GIS General Mills | $66.26 +0.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 5/30/2013 | |
KEY KeyCorp | $19.48 -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 | $132.60 +0.0% | Sale $1,001 - $15,000 | 5/14/2015 | 4/26/2013 | |
IBM International Business Machines | $227.41 +0.2% | 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 | $237.33 +1.0% | Purchase $1,001 - $15,000 | 5/14/2015 | 4/19/2013 | |
BDX Becton, Dickinson and Company | $221.90 0.0% | 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 | $52.65 +1.6% | 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 | $214.72 -0.1% | Purchase $1,001 - $15,000 | 5/14/2015 | 1/30/2013 | |
STT State Street | $98.51 -0.3% | Sale $1,001 - $15,000 | 5/14/2015 | 1/24/2013 | |