MCD McDonald's | $296.01 +0.3% | Purchase $100,001 - $250,000 | 11/15/2024 | 10/29/2024 | +0.3%
 |
CB Chubb | $288.73 -0.6% | Purchase $1,001 - $15,000 | 8/10/2024 | 7/8/2024 | +14.1%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/28/2024 | +13.3%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/28/2024 | -20.0%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/25/2024 | +25.9%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/24/2024 | +35.7%
 |
LIN Linde | $460.99 +0.8% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/21/2024 | +4.1%
 |
AGCO AGCO | $101.21 -0.2% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/20/2024 | +0.3%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/17/2024 | +8.8%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/13/2024 | +23.4%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/13/2024 | +16.0%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/10/2024 | +4.3%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/10/2024 | +21.9%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/10/2024 | +15.7%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 7/15/2024 | 6/4/2024 | +4.9%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/21/2024 | +1.0%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/17/2024 | +19.3%
 |
MMC Marsh & McLennan Companies | $233.23 0.0% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/15/2024 | +13.1%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 6/7/2024 | 5/15/2024 | +39.2%
 |
PXD Pioneer Natural Resources | $269.62
| Exchange $100,001 - $250,000 | 6/7/2024 | 5/3/2024 | |
XOM Exxon Mobil | $117.96 +0.3% | Exchange $100,001 - $250,000 | 6/7/2024 | 5/3/2024 | +1.7%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +30.2%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +16.4%
 |
LIN Linde | $460.99 +0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -0.7%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -24.4%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -24.4%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +53.2%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +8.6%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +29.3%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +23.7%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +30.9%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +3.6%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +20.9%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +8.2%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -3.1%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/20/2024 | -0.2%
 |
MMC Marsh & McLennan Companies | $233.23 0.0% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/15/2024 | +16.0%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/14/2024 | +64.4%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/13/2024 | +28.2%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/31/2024 | +43.2%
 |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 2/11/2024 | 1/12/2024 | +42.2%
 |
VUZI Vuzix | $2.31 +8.5% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | +7.4%
 |
EXAS Exact Sciences | $62.08 +0.6% | Sale $1,001 - $15,000 | 2/11/2024 | 1/2/2024 | -15.8%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 1/13/2024 | 12/29/2023 | -16.2%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | -16.2%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/29/2023 | +16.8%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/26/2023 | +66.6%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2024 | 12/22/2023 | +17.9%
 |
LIN Linde | $460.99 +0.8% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/18/2023 | +12.7%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/15/2023 | +28.1%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +22.0%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/14/2023 | +48.8%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/12/2023 | +11.8%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +18.4%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +47.8%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/11/2023 | +5.5%
 |
CCLD CareCloud | $3.16 +1.6% | Sale $1,001 - $15,000 | 1/13/2024 | 12/8/2023 | +206.8%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 1/13/2024 | 12/5/2023 | -2.2%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +11.3%
 |
MMC Marsh & McLennan Companies | $233.23 0.0% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/15/2023 | +19.3%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +72.8%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/14/2023 | +34.1%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 11/17/2023 | 10/31/2023 | +79.6%
 |
VOD Vodafone Group Public | $8.97
| Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -7.3%
 |
CMP Compass Minerals International | $15.43 -1.7% | Sale $1,001 - $15,000 | 11/17/2023 | 10/11/2023 | -44.0%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/29/2023 | -20.4%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 10/13/2023 | 9/29/2023 | -20.4%
 |
MMP Magellan Midstream Partners | $69.00
| Exchange $50,001 - $100,000 | 10/13/2023 | 9/26/2023 | |
MMP Magellan Midstream Partners | $69.00
| Exchange $500,001 - $1,000,000 | 10/13/2023 | 9/26/2023 | |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/25/2023 | +72.3%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/13/2023 | 9/21/2023 | +20.9%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/19/2023 | +27.0%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/15/2023 | +14.6%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/14/2023 | +30.2%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +3.3%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +0.4%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/11/2023 | +32.5%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | -3.1%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 10/13/2023 | 9/7/2023 | +44.5%
 |
MMC Marsh & McLennan Companies | $233.23 0.0% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +22.7%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +19.5%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/15/2023 | +17.9%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +4.8%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 9/7/2023 | 8/14/2023 | +72.3%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 8/16/2023 | 7/31/2023 | +58.1%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/30/2023 | -21.5%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 7/12/2023 | 6/30/2023 | -21.5%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/27/2023 | +26.4%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/26/2023 | +88.3%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/23/2023 | +15.2%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/21/2023 | +32.6%
 |
ARGO Argo Group International | $29.99
| Purchase $1,001 - $15,000 | 7/12/2023 | 6/20/2023 | +1.5%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +5.8%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +24.3%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +42.0%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/15/2023 | +42.0%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/12/2023 | -4.7%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +9.8%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/9/2023 | +57.5%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 7/12/2023 | 6/6/2023 | -2.0%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/17/2023 | +27.3%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/16/2023 | +23.0%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +10.2%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 6/13/2023 | 5/15/2023 | +96.0%
 |
ABB ABB.L | | Purchase $1,001 - $15,000 | 6/13/2023 | 5/11/2023 | |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 5/11/2023 | 4/28/2023 | +80.6%
 |
AHCO AdaptHealth | $10.03 +0.4% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -17.4%
 |
AHCO AdaptHealth | $10.03 +0.4% | Sale $1,001 - $15,000 | 5/11/2023 | 4/6/2023 | -17.4%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 4/10/2023 | 3/31/2023 | -25.0%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/31/2023 | -25.0%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/27/2023 | +102.3%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/24/2023 | +11.6%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +51.2%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +51.2%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/23/2023 | +26.9%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/21/2023 | +27.1%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/10/2023 | 3/17/2023 | +48.1%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/15/2023 | +4.2%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +61.4%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/10/2023 | +2.1%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/7/2023 | +0.6%
 |
INTC Intel | $24.05 +1.7% | Purchase $1,001 - $15,000 | 4/10/2023 | 3/1/2023 | -5.1%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/15/2023 | +26.0%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +14.0%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +62.8%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2023 | 2/14/2023 | +28.6%
 |
PXD Pioneer Natural Resources | $269.62
| Sale $1,000,001 - $5,000,000 | 3/15/2023 | 2/1/2023 | +20.4%
 |
DHR Danaher | $239.69 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -9.3%
 |
ECL Ecolab | $248.77 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +60.7%
 |
ACN Accenture | $362.37 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +29.9%
 |
ADBE Adobe | $515.93 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +39.3%
 |
AMZN Amazon.com | $207.89 +1.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +101.6%
 |
AMT American Tower | $209.00 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -6.4%
 |
BLK BlackRock | $1,022.80 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +34.7%
 |
KO Coca-Cola | $64.08 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.5%
 |
CMCSA Comcast | $43.19 +1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +9.8%
 |
COST Costco Wholesale | $971.88 +1.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +90.1%
 |
DG Dollar General | $77.27 +1.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -66.9%
 |
EXAS Exact Sciences | $62.08 +0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -8.1%
 |
HD Home Depot | $429.13 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +32.4%
 |
HON Honeywell International | $232.93 +1.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +11.7%
 |
CB Chubb | $288.73 -0.6% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +26.9%
 |
ICLR ICON Public | $210.25 -1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -8.9%
 |
INTC Intel | $24.05 +1.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -14.9%
 |
ICE Intercontinental Exchange | $160.96 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +49.7%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -5.1%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +78.4%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +78.4%
 |
LMT Lockheed Martin | $529.41 +0.7% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +14.3%
 |
LOW Lowe's Companies | $272.43 -0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +30.8%
 |
MDT Medtronic | $86.54 +0.3% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +3.4%
 |
MSFT Microsoft | $423.46 +0.1% | Sale $15,001 - $50,000 | 2/14/2023 | 1/31/2023 | +70.9%
 |
MDLZ Mondelez International | $64.95 -0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -0.7%
 |
NEE NextEra Energy | $78.67 +0.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +5.4%
 |
NVS Novartis | $105.77 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +16.7%
 |
ORLY O'Reilly Automotive | $1,243.22 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +56.9%
 |
PH Parker-Hannifin | $702.90 +0.4% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +115.6%
 |
PSX Phillips 66 | $133.98 +0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +33.6%
 |
PG Procter & Gamble | $179.26 -0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +25.9%
 |
RTX RTX | $121.83 +1.2% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +22.0%
 |
RSG Republic Services | $218.30 +0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +74.9%
 |
ROK Rockwell Automation | $295.14 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +4.6%
 |
CRM Salesforce | $329.99 0.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +96.5%
 |
TXN Texas Instruments | $201.03 +0.9% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +13.4%
 |
TMO Thermo Fisher Scientific | $529.63 +1.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -7.1%
 |
TJX TJX Companies | $125.69 -0.5% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +53.5%
 |
V Visa | $315.08 +0.1% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | +36.9%
 |
BA Boeing | $155.44 +2.0% | Sale $1,001 - $15,000 | 2/14/2023 | 1/31/2023 | -27.0%
 |
MSFT Microsoft | $423.46 +0.1% | Sale $1,000,001 - $5,000,000 | 2/14/2023 | 1/4/2023 | +84.8%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | -38.3%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 1/13/2023 | 12/30/2022 | -38.3%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/30/2022 | +8.8%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/26/2022 | +75.6%
 |
ECL Ecolab | $248.77 +0.4% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +76.2%
 |
HLT Hilton Worldwide | $253.44 +1.2% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +95.1%
 |
ARCB ArcBest | $115.28 +1.6% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +58.0%
 |
CCLD CareCloud | $3.16 +1.6% | Sale $1,001 - $15,000 | 1/13/2023 | 12/19/2022 | |
MASI Masimo | $172.54 +1.0% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +24.4%
 |
WYNN Wynn Resorts | $94.38 +3.0% | Sale $15,001 - $50,000 | 1/13/2023 | 12/19/2022 | +15.7%
 |
ADBE Adobe | $515.93 +0.4% | Sale $250,001 - $500,000 | 1/13/2023 | 12/19/2022 | +56.9%
 |
EXAS Exact Sciences | $62.08 +0.6% | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | +24.2%
 |
BLL Ball | | Sale $50,001 - $100,000 | 1/13/2023 | 12/19/2022 | |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | -8.3%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +31.0%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | +20.0%
 |
RTN Return Energy | C$0.04 +40.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/15/2022 | |
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 1/13/2023 | 12/15/2022 | +20.0%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/13/2022 | +13.4%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/12/2022 | +11.6%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +40.8%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/9/2022 | +13.9%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/8/2022 | +71.2%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/6/2022 | -12.0%
 |
INTC Intel | $24.05 +1.7% | Purchase $1,001 - $15,000 | 1/13/2023 | 12/1/2022 | -19.4%
 |
SHW Sherwin-Williams | $397.40 +0.9% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +66.1%
 |
AMP Ameriprise Financial | $573.97 +0.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +76.2%
 |
VFC VF | $20.23 -0.6% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | -37.5%
 |
CR Crane | $182.08 +0.4% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +75.0%
 |
MMC Marsh & McLennan Companies | $233.23 0.0% | Sale $1,001 - $15,000 | 12/8/2022 | 11/21/2022 | +37.3%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +23.8%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/15/2022 | +13.2%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +29.8%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 12/8/2022 | 11/14/2022 | +76.5%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/31/2022 | +98.4%
 |
JEPI JPMorgan Equity Premium Income ETF | $60.83 +0.2% | Purchase $1,001 - $15,000 | 11/9/2022 | 10/6/2022 | +16.5%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | -36.9%
 |
DGRO iShares Core Dividend Growth ETF | $64.94 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/30/2022 | +46.0%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 10/10/2022 | 9/30/2022 | -36.9%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/26/2022 | +105.9%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/20/2022 | +16.7%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 10/10/2022 | 9/16/2022 | +12.6%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/10/2022 | 9/16/2022 | +12.6%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | -8.5%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/15/2022 | +58.0%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/12/2022 | +14.8%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +56.5%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/9/2022 | +22.2%
 |
JEPI JPMorgan Equity Premium Income ETF | $60.83 +0.2% | Purchase $1,001 - $15,000 | 10/10/2022 | 9/7/2022 | +9.9%
 |
ASML ASML | $686.61 +2.4% | Purchase $50,001 - $100,000 | 9/15/2022 | 8/25/2022 | +27.2%
 |
PTC PTC | $200.06 +0.5% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/25/2022 | +67.7%
 |
CDNS Cadence Design Systems | $306.81 +0.7% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/18/2022 | +60.9%
 |
CTRA Coterra Energy | $26.72 +0.1% | Purchase $15,001 - $50,000 | 9/15/2022 | 8/17/2022 | -9.0%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/16/2022 | +9.6%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +13.1%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 9/15/2022 | 8/15/2022 | +79.0%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2022 | 8/12/2022 | +33.6%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/31/2022 | +116.5%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $1,001 - $15,000 | 8/15/2022 | 7/8/2022 | -4.2%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/30/2022 | -31.1%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 7/15/2022 | 6/30/2022 | -31.1%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/27/2022 | +91.3%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/24/2022 | +26.3%
 |
AGCO AGCO | $101.21 -0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/21/2022 | -8.5%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +36.1%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/16/2022 | +56.9%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/15/2022 | +6.0%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $15,001 - $50,000 | 7/15/2022 | 6/14/2022 | +1.9%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 7/15/2022 | 6/14/2022 | +1.9%
 |
CERN Cerner | $94.92
| Sale $15,001 - $50,000 | 7/15/2022 | 6/10/2022 | |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +17.4%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +41.4%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/10/2022 | +52.3%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/9/2022 | +59.9%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/7/2022 | -13.1%
 |
INTC Intel | $24.05 +1.7% | Purchase $1,001 - $15,000 | 7/15/2022 | 6/1/2022 | -45.5%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/17/2022 | +14.9%
 |
EXAS Exact Sciences | $62.08 +0.6% | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +22.8%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | +74.3%
 |
MTBC CareCloud | | Sale $1,001 - $15,000 | 6/14/2022 | 5/16/2022 | -100.0%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +42.0%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 6/14/2022 | 5/13/2022 | +26.4%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 5/12/2022 | 4/30/2022 | +109.2%
 |
AHCO AdaptHealth | $10.03 +0.4% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -30.2%
 |
IQV IQVIA | $200.84 -0.3% | Sale $1,001 - $15,000 | 5/12/2022 | 4/22/2022 | -12.0%
 |
MDLZ Mondelez International | $64.95 -0.2% | Sale $15,001 - $50,000 | 5/12/2022 | 4/12/2022 | +2.0%
 |
HON Honeywell International | $232.93 +1.4% | Sale $250,001 - $500,000 | 5/12/2022 | 4/8/2022 | +22.5%
 |
AHCO AdaptHealth | $10.03 +0.4% | Sale $50,001 - $100,000 | 5/12/2022 | 4/1/2022 | -39.8%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 4/12/2022 | 3/31/2022 | -35.8%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/31/2022 | -35.8%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/28/2022 | +75.7%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/25/2022 | +16.7%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +35.9%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/24/2022 | +19.8%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/22/2022 | +20.8%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/15/2022 | -4.0%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2022 | 3/14/2022 | +17.6%
 |
HON Honeywell International | $232.93 +1.4% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/11/2022 | +27.8%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +40.0%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +38.2%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +12.4%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/10/2022 | +48.3%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/8/2022 | -8.1%
 |
INTC Intel | $24.05 +1.7% | Purchase $1,001 - $15,000 | 4/12/2022 | 3/1/2022 | -48.6%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/15/2022 | +10.0%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +80.5%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/7/2022 | 2/14/2022 | +45.0%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 3/7/2022 | 2/7/2022 | +18.3%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 2/2/2022 | 1/31/2022 | +68.0%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 2/2/2022 | 1/14/2022 | +25.0%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/30/2021 | -13.1%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $15,001 - $50,000 | 1/11/2022 | 12/30/2021 | -13.1%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +51.1%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/27/2021 | +122.8%
 |
VUZI Vuzix | $2.31 +8.5% | Sale $50,001 - $100,000 | 1/11/2022 | 12/20/2021 | -73.4%
 |
MDT Medtronic | $86.54 +0.3% | Sale $100,001 - $250,000 | 1/11/2022 | 12/20/2021 | -13.1%
 |
ASXC Asensus Surgical | $0.35
| Sale $15,001 - $50,000 | 1/11/2022 | 12/20/2021 | -69.2%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +47.3%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/16/2021 | +7.4%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/15/2021 | -14.5%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.9%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +51.9%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/14/2021 | +27.3%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | -15.8%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +43.2%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/10/2021 | +87.2%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/9/2021 | +27.1%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/7/2021 | -5.1%
 |
HON Honeywell International | $232.93 +1.4% | Purchase $1,001 - $15,000 | 1/11/2022 | 12/3/2021 | +14.5%
 |
ARCB ArcBest | $115.28 +1.6% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +9.1%
 |
INTC Intel | $24.05 +1.7% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | -50.7%
 |
AGCO AGCO | $101.21 -0.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -13.7%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/26/2021 | +2.5%
 |
TJX TJX Companies | $125.69 -0.5% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +81.2%
 |
PWR Quanta Services | $344.52 +0.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +193.1%
 |
PH Parker-Hannifin | $702.90 +0.4% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +127.0%
 |
DRE Duke Realty | $48.20
| Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -17.4%
 |
CR Crane | $182.08 +0.4% | Purchase $15,001 - $50,000 | 12/9/2021 | 11/26/2021 | +81.9%
 |
BLL Ball | | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | -100.0%
 |
FTEC Fidelity MSCI Information Technology Index ETF | $185.27 +1.0% | Purchase $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +41.8%
 |
FSK FS KKR Capital | $22.22 +0.4% | Sale $100,001 - $250,000 | 12/9/2021 | 11/26/2021 | +4.7%
 |
HLT Hilton Worldwide | $253.44 +1.2% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +86.1%
 |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $97.65 +0.9% | Purchase $50,001 - $100,000 | 12/9/2021 | 11/26/2021 | +9.8%
 |
FBND Fidelity Total Bond ETF | $45.91 +0.4% | Sale $50,001 - $100,000 | 12/9/2021 | 11/16/2021 | -13.1%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +79.3%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/15/2021 | +6.2%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/9/2021 | 11/12/2021 | +40.2%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $1,001 - $15,000 | 12/9/2021 | 11/5/2021 | -16.1%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/29/2021 | +47.0%
 |
V Visa | $315.08 +0.1% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +36.2%
 |
ORLY O'Reilly Automotive | $1,243.22 -0.1% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +92.9%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +42.6%
 |
ITW Illinois Tool Works | $277.52 +0.5% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +24.1%
 |
FMAT Fidelity MSCI Materials Index ETF | $54.41 +0.5% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | |
CVX Chevron | $161.93 -0.1% | Purchase $50,001 - $100,000 | 11/5/2021 | 10/20/2021 | +43.1%
 |
BLK BlackRock | $1,022.80 +0.3% | Purchase $15,001 - $50,000 | 11/5/2021 | 10/20/2021 | +13.3%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 11/5/2021 | 10/14/2021 | +41.0%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -14.9%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/7/2021 | -14.9%
 |
DIAL Columbia Diversified Fixed Income Allocation ETF | $18.04 +0.3% | Purchase $1,001 - $15,000 | 11/5/2021 | 10/6/2021 | -15.3%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +6.9%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +6.9%
 |
DGRO iShares Core Dividend Growth ETF | $64.94 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +29.3%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/27/2021 | +124.7%
 |
RTX RTX | $121.83 +1.2% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +40.4%
 |
MDT Medtronic | $86.54 +0.3% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | -33.8%
 |
ACN Accenture | $362.37 +0.1% | Purchase $100,001 - $250,000 | 10/7/2021 | 9/23/2021 | +5.6%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $250,001 - $500,000 | 10/7/2021 | 9/23/2021 | +49.5%
 |
SPY SPDR S&P 500 ETF Trust | $602.55 +0.6% | Sale $500,001 - $1,000,000 | 10/7/2021 | 9/20/2021 | +38.8%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/17/2021 | +71.7%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/16/2021 | +27.6%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/15/2021 | -7.0%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | -6.0%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/10/2021 | +32.5%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/9/2021 | +42.5%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -15.6%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/8/2021 | -15.6%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -10.0%
 |
DIAL Columbia Diversified Fixed Income Allocation ETF | $18.04 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/7/2021 | -16.6%
 |
HON Honeywell International | $232.93 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/3/2021 | +2.0%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +44.0%
 |
CDNS Cadence Design Systems | $306.81 +0.7% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +85.7%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +114.2%
 |
ICLR ICON Public | $210.25 -1.2% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -19.5%
 |
INTC Intel | $24.05 +1.7% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -55.2%
 |
IQV IQVIA | $200.84 -0.3% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | -24.3%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | -11.4%
 |
PRGS Progress Software | $68.41 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +46.6%
 |
PRGS Progress Software | $68.41 +1.3% | Purchase $15,001 - $50,000 | 10/7/2021 | 9/2/2021 | +46.6%
 |
RTX RTX | $121.83 +1.2% | Purchase $50,001 - $100,000 | 10/7/2021 | 9/2/2021 | +44.1%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +6.9%
 |
AHCO AdaptHealth | $10.03 +0.4% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | -58.3%
 |
CB Chubb | $288.73 -0.6% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +54.7%
 |
COST Costco Wholesale | $971.88 +1.1% | Purchase $250,001 - $500,000 | 9/15/2021 | 8/25/2021 | +115.4%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/25/2021 | +47.6%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/16/2021 | +119.5%
 |
MMC Marsh & McLennan Companies | $233.23 0.0% | Purchase $100,001 - $250,000 | 9/15/2021 | 8/16/2021 | +51.9%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +42.3%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/13/2021 | +12.0%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/9/2021 | +5.6%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -15.7%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/6/2021 | -15.7%
 |
DIAL Columbia Diversified Fixed Income Allocation ETF | $18.04 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 8/5/2021 | -16.8%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/31/2021 | +64.5%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +24.9%
 |
GOOGL Alphabet | $168.95 -0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | +25.4%
 |
SPY SPDR S&P 500 ETF Trust | $602.55 +0.6% | Purchase $500,001 - $1,000,000 | 9/15/2021 | 7/30/2021 | +37.4%
 |
FHLC Fidelity MSCI Health Care Index ETF | $70.20 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +6.2%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/30/2021 | -16.7%
 |
JEPI JPMorgan Equity Premium Income ETF | $60.83 +0.2% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/30/2021 | -1.4%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +1.0%
 |
FDRR Fidelity Dividend ETF for Rising Rates | $53.73 +0.7% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/30/2021 | +26.0%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -1.1%
 |
PTC PTC | $200.06 +0.5% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +36.6%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +50.5%
 |
BSX Boston Scientific | $90.66 -0.1% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/21/2021 | +108.0%
 |
ADBE Adobe | $515.93 +0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | -15.7%
 |
TMO Thermo Fisher Scientific | $529.63 +1.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/21/2021 | +3.0%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/21/2021 | +3.5%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 9/15/2021 | 7/14/2021 | +77.5%
 |
TIP iShares TIPS Bond ETF | $108.76 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/8/2021 | -15.0%
 |
TROW T. Rowe Price Group | $123.84 -0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -39.6%
 |
DIAL Columbia Diversified Fixed Income Allocation ETF | $18.04 +0.3% | Purchase $1,001 - $15,000 | 9/15/2021 | 7/7/2021 | -16.7%
 |
BSX Boston Scientific | $90.66 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +109.1%
 |
VUZI Vuzix | $2.31 +8.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -87.3%
 |
MDT Medtronic | $86.54 +0.3% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -31.4%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +59.0%
 |
DGRO iShares Core Dividend Growth ETF | $64.94 +0.3% | Purchase $250,001 - $500,000 | 9/15/2021 | 7/1/2021 | +28.1%
 |
ITW Illinois Tool Works | $277.52 +0.5% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +23.6%
 |
HD Home Depot | $429.13 +0.5% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +33.5%
 |
FQAL Fidelity Quality Factor ETF | $67.93 +0.5% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | +36.7%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | +36.8%
 |
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $14.44 +1.3% | Purchase $15,001 - $50,000 | 9/15/2021 | 7/1/2021 | -11.1%
 |
DXCM DexCom | $77.99 -0.1% | Purchase $100,001 - $250,000 | 9/15/2021 | 7/1/2021 | -26.9%
 |
DHR Danaher | $239.69 +0.4% | Purchase $50,001 - $100,000 | 9/15/2021 | 7/1/2021 | -11.9%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/30/2021 | +30.0%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/28/2021 | +123.0%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +62.1%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | -5.6%
 |
HON Honeywell International | $232.93 +1.4% | Purchase $50,001 - $100,000 | 7/14/2021 | 6/25/2021 | +6.5%
 |
ASXC Asensus Surgical | $0.35
| Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -89.5%
 |
ACN Accenture | $362.37 +0.1% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +23.0%
 |
PSX Phillips 66 | $133.98 +0.5% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | +48.8%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | +59.8%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $250,001 - $500,000 | 7/14/2021 | 6/25/2021 | +59.8%
 |
MASI Masimo | $172.54 +1.0% | Purchase $100,001 - $250,000 | 7/14/2021 | 6/25/2021 | -29.3%
 |
MASI Masimo | $172.54 +1.0% | Purchase $15,001 - $50,000 | 7/14/2021 | 6/25/2021 | -29.3%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/17/2021 | +41.6%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/15/2021 | +7.1%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +64.6%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 7/14/2021 | 6/10/2021 | +88.0%
 |
PXD Pioneer Natural Resources | $269.62
| Purchase $500,001 - $1,000,000 | 7/14/2021 | 6/9/2021 | +60.7%
 |
PTC PTC | $200.06 +0.5% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +50.5%
 |
CDNS Cadence Design Systems | $306.81 +0.7% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/26/2021 | +141.9%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/26/2021 | +116.3%
 |
PRGS Progress Software | $68.41 +1.3% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/26/2021 | +53.4%
 |
VUZI Vuzix | $2.31 +8.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -86.1%
 |
BSX Boston Scientific | $90.66 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +116.3%
 |
IQV IQVIA | $200.84 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -15.2%
 |
IQV IQVIA | $200.84 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -15.2%
 |
IQV IQVIA | $200.84 -0.3% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -15.2%
 |
EXAS Exact Sciences | $62.08 +0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -41.3%
 |
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
 |
EXAS Exact Sciences | $62.08 +0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -41.3%
 |
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
 |
MTBC CareCloud | | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -100.0%
 |
EXAS Exact Sciences | $62.08 +0.6% | Purchase $50,001 - $100,000 | 6/15/2021 | 5/20/2021 | -41.3%
 |
MTBC CareCloud | | Purchase $15,001 - $50,000 | 6/15/2021 | 5/20/2021 | -100.0%
 |
AHCO AdaptHealth | $10.03 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.1%
 |
AHCO AdaptHealth | $10.03 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.1%
 |
AHCO AdaptHealth | $10.03 +0.4% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -59.1%
 |
EXAS Exact Sciences | $62.08 +0.6% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -41.3%
 |
BSX Boston Scientific | $90.66 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +116.3%
 |
VUZI Vuzix | $2.31 +8.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -86.1%
 |
ADBE Adobe | $515.93 +0.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/20/2021 | +4.9%
 |
BSX Boston Scientific | $90.66 -0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | +116.3%
 |
VUZI Vuzix | $2.31 +8.5% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/20/2021 | -86.1%
 |
FCX Freeport-McMoRan | $44.20 +1.0% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +1.3%
 |
HON Honeywell International | $232.93 +1.4% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +4.8%
 |
ICLR ICON Public | $210.25 -1.2% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -5.5%
 |
IQV IQVIA | $200.84 -0.3% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | -12.9%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +8.8%
 |
ORLY O'Reilly Automotive | $1,243.22 -0.1% | Purchase $100,001 - $250,000 | 6/15/2021 | 5/18/2021 | +126.8%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +12.9%
 |
EMR Emerson Electric | $132.60 +0.0% | Purchase $250,001 - $500,000 | 6/15/2021 | 5/18/2021 | +40.7%
 |
VUZI Vuzix | $2.31 +8.5% | Purchase $15,001 - $50,000 | 6/15/2021 | 5/18/2021 | -86.1%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/17/2021 | +11.2%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +25.7%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/15/2021 | 5/14/2021 | +40.6%
 |
DVN Devon Energy | $37.95 +0.3% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/31/2021 | +73.7%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/29/2021 | +143.4%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/25/2021 | +44.4%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/11/2021 | +78.6%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 4/9/2021 | 3/10/2021 | +91.0%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +40.7%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +65.5%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/12/2021 | +151.8%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 3/15/2021 | 2/8/2021 | +14.8%
 |
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $24.57 +1.1% | Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | -10.9%
 |
FSKR FS KKR Capital Corp. II | $21.56
| Purchase $1,001 - $15,000 | 2/17/2021 | 1/11/2021 | +28.0%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/28/2020 | +190.6%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/17/2020 | +56.6%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +101.1%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 1/15/2021 | 12/10/2020 | +168.0%
 |
SU Suncor Energy | $39.48 -0.2% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | +155.7%
 |
BDX Becton, Dickinson and Company | $221.90 0.0% | Sale $1,001 - $15,000 | 12/14/2020 | 11/19/2020 | -4.7%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/16/2020 | +27.0%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +49.9%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +73.0%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 12/14/2020 | 11/13/2020 | +258.8%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +3.0%
 |
MMC Marsh & McLennan Companies | $233.23 0.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +102.9%
 |
ITW Illinois Tool Works | $277.52 +0.5% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +34.3%
 |
BA Boeing | $155.44 +2.0% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | -7.1%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +4.7%
 |
MCD McDonald's | $296.01 +0.3% | Purchase $1,001 - $15,000 | 11/14/2020 | 10/16/2020 | +29.1%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/28/2020 | +186.9%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/17/2020 | +53.3%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +218.8%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 10/15/2020 | 9/10/2020 | +106.2%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/17/2020 | +45.4%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +57.4%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +66.7%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 9/15/2020 | 8/14/2020 | +285.2%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +62.3%
 |
MMC Marsh & McLennan Companies | $233.23 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +103.5%
 |
LOW Lowe's Companies | $272.43 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +82.7%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +38.6%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +157.7%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +5.3%
 |
ICE Intercontinental Exchange | $160.96 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +70.3%
 |
INTC Intel | $24.05 +1.7% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -51.5%
 |
ICLR ICON Public | $210.25 -1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +12.7%
 |
HON Honeywell International | $232.93 +1.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +54.5%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +60.5%
 |
EXAS Exact Sciences | $62.08 +0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -35.6%
 |
DG Dollar General | $77.27 +1.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -59.3%
 |
CR Crane | $182.08 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +196.5%
 |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +196.7%
 |
CMCSA Comcast | $43.19 +1.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -0.8%
 |
KO Coca-Cola | $64.08 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +32.2%
 |
CB Chubb | $288.73 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +118.1%
 |
BLK BlackRock | $1,022.80 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +77.8%
 |
AMP Ameriprise Financial | $573.97 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +267.1%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +36.1%
 |
V Visa | $315.08 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +60.0%
 |
VFC VF | $20.23 -0.6% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -66.7%
 |
TJX TJX Companies | $125.69 -0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +141.3%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +52.2%
 |
SU Suncor Energy | $39.48 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +134.3%
 |
SHW Sherwin-Williams | $397.40 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +90.6%
 |
CRM Salesforce | $329.99 0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +72.8%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +28.9%
 |
RSG Republic Services | $218.30 +0.0% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +156.7%
 |
RTX RTX | $121.83 +1.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +99.4%
 |
PG Procter & Gamble | $179.26 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +41.9%
 |
PSX Phillips 66 | $133.98 +0.5% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +107.4%
 |
PH Parker-Hannifin | $702.90 +0.4% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +278.6%
 |
ORLY O'Reilly Automotive | $1,243.22 -0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +176.0%
 |
NVS Novartis | $105.77 +0.9% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +24.9%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +13.3%
 |
MDLZ Mondelez International | $64.95 -0.2% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +16.9%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | +107.7%
 |
MDT Medtronic | $86.54 +0.3% | Purchase $1,001 - $15,000 | 8/15/2020 | 7/27/2020 | -10.3%
 |
ICE Intercontinental Exchange | $160.96 -0.1% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +67.6%
 |
XOM Exxon Mobil | $117.96 +0.3% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +170.5%
 |
CARR Carrier Global | $77.37 +0.6% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +190.9%
 |
OTIS Otis Worldwide | $102.98 +0.4% | Sale $1,001 - $15,000 | 8/15/2020 | 7/22/2020 | +76.1%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/29/2020 | +218.6%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/11/2020 | +127.3%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 7/20/2020 | 6/10/2020 | +132.9%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/18/2020 | +75.7%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +97.1%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $1,001 - $15,000 | 6/16/2020 | 5/15/2020 | +64.9%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 6/16/2020 | 5/14/2020 | +269.9%
 |
TMO Thermo Fisher Scientific | $529.63 +1.5% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +66.9%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +156.4%
 |
ECL Ecolab | $248.77 +0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +38.3%
 |
DHR Danaher | $239.69 +0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +64.5%
 |
BA Boeing | $155.44 +2.0% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +2.4%
 |
BDX Becton, Dickinson and Company | $221.90 0.0% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -10.3%
 |
AMT American Tower | $209.00 -0.1% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | -19.5%
 |
ADBE Adobe | $515.93 +0.4% | Purchase $1,001 - $15,000 | 5/15/2020 | 4/9/2020 | +61.9%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/27/2020 | |
OKE ONEOK | $113.60 +0.9% | Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +366.3%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +86.6%
 |
WPX WPX Energy | $9.43
| Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +181.5%
 |
WPX WPX Energy | $9.43
| Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +181.5%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $250,001 - $500,000 | 4/16/2020 | 3/26/2020 | +171.7%
 |
ACN Accenture | $362.37 +0.1% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +111.5%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +112.6%
 |
HD Home Depot | $429.13 +0.5% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +119.8%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $15,001 - $50,000 | 4/16/2020 | 3/26/2020 | +99.9%
 |
MMP Magellan Midstream Partners | $69.00
| Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +99.9%
 |
WMB Williams Companies | $58.52 +0.7% | Purchase $100,001 - $250,000 | 4/16/2020 | 3/26/2020 | +310.7%
 |
WBA Walgreens Boots Alliance | $9.02 -0.4% | Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -80.5%
 |
NGL NGL Energy Partners | $4.82 -0.2% | Sale $15,001 - $50,000 | 3/17/2020 | 2/27/2020 | -44.0%
 |
FTSM First Trust Enhanced Short Maturity ETF | $59.79 -0.3% | Purchase $100,001 - $250,000 | 3/17/2020 | 2/27/2020 | -0.7%
 |
BBBY Bed Bath & Beyond | $0.08
| Sale $1,001 - $15,000 | 3/17/2020 | 2/27/2020 | -99.2%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +47.6%
 |
EL Estée Lauder Companies | $72.12 -2.0% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -66.5%
 |
ICE Intercontinental Exchange | $160.96 -0.1% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +66.2%
 |
MDLZ Mondelez International | $64.95 -0.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | +8.8%
 |
NGL NGL Energy Partners | $4.82 -0.2% | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -49.0%
 |
QSY WisdomTree U.S. Quality Shareholder Yield Fund | | Purchase $1,001 - $15,000 | 3/17/2020 | 2/14/2020 | -100.0%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -53.2%
 |
FSK FS KKR Capital | $22.22 +0.4% | Sale $100,001 - $250,000 | 1/14/2020 | 12/4/2019 | -12.1%
 |
SLB Schlumberger | $43.94 +0.6% | Sale $15,001 - $50,000 | 1/14/2020 | 12/4/2019 | +21.4%
 |
NGL NGL Energy Partners | $4.82 -0.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | -51.7%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/14/2019 | +62.0%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/12/2019 | -46.6%
 |
DHR Danaher | $239.69 +0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +78.0%
 |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +217.1%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +131.7%
 |
ADBE Adobe | $515.93 +0.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +77.6%
 |
ICLR ICON Public | $210.25 -1.2% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +44.0%
 |
LOW Lowe's Companies | $272.43 -0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +142.5%
 |
MDT Medtronic | $86.54 +0.3% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | -18.7%
 |
ORLY O'Reilly Automotive | $1,243.22 -0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +183.2%
 |
TMO Thermo Fisher Scientific | $529.63 +1.5% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +80.8%
 |
V Visa | $315.08 +0.1% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +75.0%
 |
HON Honeywell International | $232.93 +1.4% | Purchase $1,001 - $15,000 | 12/15/2019 | 11/7/2019 | +29.4%
 |
CVX Chevron | $161.93 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +38.3%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +93.9%
 |
BLK BlackRock | $1,022.80 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +129.3%
 |
TXN Texas Instruments | $201.03 +0.9% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +52.5%
 |
UTX United Technologies | $121.83 +1.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -11.0%
 |
VFC VF | $20.23 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -77.9%
 |
PG Procter & Gamble | $179.26 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +53.2%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +199.0%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +37.9%
 |
DGRO iShares Core Dividend Growth ETF | $64.94 +0.3% | Purchase $15,001 - $50,000 | 11/14/2019 | 10/15/2019 | +65.5%
 |
INTC Intel | $24.05 +1.7% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -54.6%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +82.1%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +68.8%
 |
DEO Diageo | $119.36 +0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -26.3%
 |
CR Crane | $182.08 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +123.9%
 |
CMCSA Comcast | $43.19 +1.5% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | -5.5%
 |
CL Colgate-Palmolive | $96.63 -0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +40.9%
 |
KO Coca-Cola | $64.08 +0.2% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +20.0%
 |
CB Chubb | $288.73 -0.6% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +85.9%
 |
ROK Rockwell Automation | $295.14 +0.1% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +76.1%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/15/2019 | +106.5%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/10/2019 | -54.3%
 |
FSK FS KKR Capital | $22.22 +0.4% | Purchase $1,001 - $15,000 | 11/14/2019 | 10/2/2019 | -1.8%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 10/15/2019 | 9/10/2019 | -52.8%
 |
NGL NGL Energy Partners | $4.82 -0.2% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | -63.2%
 |
OKE ONEOK | $113.60 +0.9% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/14/2019 | +64.9%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 9/16/2019 | 8/9/2019 | -58.2%
 |
CB Chubb | $288.73 -0.6% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +87.5%
 |
KO Coca-Cola | $64.08 +0.2% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +20.4%
 |
CL Colgate-Palmolive | $96.63 -0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +37.2%
 |
DHR Danaher | $239.69 +0.4% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +73.3%
 |
EL Estée Lauder Companies | $72.12 -2.0% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -60.4%
 |
XOM Exxon Mobil | $117.96 +0.3% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +68.3%
 |
HON Honeywell International | $232.93 +1.4% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +43.0%
 |
ICLR ICON Public | $210.25 -1.2% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | +37.0%
 |
INTC Intel | $24.05 +1.7% | Purchase $50,001 - $100,000 | 9/16/2019 | 8/7/2019 | -48.5%
 |
PG Procter & Gamble | $179.26 -0.1% | Purchase $15,001 - $50,000 | 9/16/2019 | 8/7/2019 | +54.7%
 |
RHT Red Hat | $187.71
| Sale $15,001 - $50,000 | 8/15/2019 | 7/10/2019 | |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/10/2019 | -59.8%
 |
FSK FS KKR Capital | $22.22 +0.4% | Purchase $1,001 - $15,000 | 8/15/2019 | 7/2/2019 | -8.9%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 7/18/2019 | 6/10/2019 | -59.8%
 |
NGL NGL Energy Partners | $4.82 -0.2% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/15/2019 | -67.2%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 6/17/2019 | 5/10/2019 | -60.3%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/10/2019 | -59.9%
 |
FSK FS KKR Capital | $22.22 +0.4% | Purchase $1,001 - $15,000 | 5/16/2019 | 4/2/2019 | -10.1%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 4/11/2019 | 3/11/2019 | -60.4%
 |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 3/12/2019 | 2/11/2019 | -62.2%
 |
FSK FS KKR Capital | $22.22 +0.4% | Exchange $100,001 - $250,000 | 1/15/2019 | 12/20/2018 | |
CCT Corporate Capital Trust | $12.35
| Exchange $100,001 - $250,000 | 1/15/2019 | 12/20/2018 | |
CLNC Colony Credit Real Estate | $6.34 -0.3% | Purchase $1,001 - $15,000 | 1/15/2019 | 12/10/2018 | |