PAVE Global X U.S. Infrastructure Development ETF | $45.73 +0.3% | Sale $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +85.4%
 |
PPA Invesco Aerospace & Defense ETF | $121.39 +0.8% | Purchase $1,001 - $15,000 | 6/9/2022 | 5/19/2022 | +75.3%
 |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.65 +0.2% | Sale $1,001 - $15,000 | 6/9/2022 | 5/17/2022 | +2.4%
 |
AMJ JPMorgan Alerian MLP Index ETN | $28.30
| Sale $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +59.3%
 |
MDY SPDR S&P MidCap 400 ETF Trust | $615.86 +0.1% | Purchase $1,001 - $15,000 | 9/30/2021 | 9/14/2021 | +26.2%
 |
PAVE Global X U.S. Infrastructure Development ETF | $45.73 +0.3% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/11/2020 | +118.4%
 |
IWM iShares Russell 2000 ETF | $241.87 +0.4% | Sale $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +27.7%
 |
PAVE Global X U.S. Infrastructure Development ETF | $45.73 +0.3% | Purchase $1,001 - $15,000 | 7/27/2021 | 12/9/2020 | +116.7%
 |
IWM iShares Russell 2000 ETF | $241.87 +0.4% | Sale $1,001 - $15,000 | 7/27/2021 | 12/2/2020 | +32.2%
 |
IWM iShares Russell 2000 ETF | $241.87 +0.4% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +76.7%
 |
IVV iShares Core S&P 500 ETF | $605.07 +0.5% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +96.1%
 |
IEFA iShares Core MSCI EAFE ETF | $73.65 +1.5% | Sale $15,001 - $50,000 | 7/27/2021 | 6/26/2020 | +29.6%
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SPY SPDR S&P 500 ETF Trust | $602.55 +0.6% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +86.5%
 |
KBE SPDR S&P Bank ETF | $61.84 -0.3% | Purchase $1,001 - $15,000 | 7/27/2021 | 6/8/2020 | +68.7%
 |
VONE Vanguard Russell 1000 | $275.14 +0.6% | Purchase $50,001 - $100,000 | 7/27/2021 | 3/26/2020 | +131.3%
 |
SPY SPDR S&P 500 ETF Trust | $602.55 +0.6% | Purchase $1,001 - $15,000 | 7/27/2021 | 3/11/2020 | +119.7%
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GBDC Golub Capital BDC | $15.67 +1.8% | Purchase $1,001 - $15,000 | 7/27/2021 | 2/25/2020 | -10.8%
 |
IVE iShares S&P 500 Value ETF | $206.17 +0.3% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +58.4%
 |
IWN iShares Russell 2000 Value ETF | $180.33 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 12/31/2019 | +40.2%
 |
MDY SPDR S&P MidCap 400 ETF Trust | $615.86 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 9/20/2019 | +73.8%
 |
IJR iShares Core S&P Small-Cap ETF | $126.53 +0.2% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +60.7%
 |
IVV iShares Core S&P 500 ETF | $605.07 +0.5% | Purchase $15,001 - $50,000 | 7/30/2020 | 7/24/2019 | +100.3%
 |
IJH iShares Core S&P Mid-Cap ETF | $67.40 +0.1% | Purchase $1,001 - $15,000 | 7/30/2020 | 7/24/2019 | +70.5%
 |
AMJ JPMorgan Alerian MLP Index ETN | $28.30
| Sale $1,001 - $15,000 | 7/30/2020 | 7/8/2019 | +11.6%
 |
VEA Vanguard FTSE Developed Markets ETF | $50.30 +1.2% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +21.1%
 |
SPY SPDR S&P 500 ETF Trust | $602.55 +0.6% | Purchase $1,001 - $15,000 | 7/30/2020 | 6/21/2019 | +104.6%
 |
GBDC Golub Capital BDC | $15.67 +1.8% | Purchase $15,001 - $50,000 | 7/30/2020 | 5/30/2019 | -11.9%
 |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.65 +0.2% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/22/2019 | -1.2%
 |
IJR iShares Core S&P Small-Cap ETF | $126.53 +0.2% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +58.9%
 |
IEFA iShares Core MSCI EAFE ETF | $73.65 +1.5% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +22.0%
 |
IVV iShares Core S&P 500 ETF | $605.07 +0.5% | Purchase $1,001 - $15,000 | 7/30/2020 | 3/4/2019 | +115.2%
 |
IJH iShares Core S&P Mid-Cap ETF | $67.40 +0.1% | Purchase $15,001 - $50,000 | 7/30/2020 | 3/4/2019 | +75.8%
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QQQ Invesco QQQ | $509.74 +0.9% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
QQQ Invesco QQQ | $509.74 +0.9% | Sale $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
VGT Vanguard Information Technology ETF | $622.25 +0.9% | Purchase $1,001 - $15,000 | 7/30/2020 | 1/10/2019 | |
GBDC Golub Capital BDC | $15.67 +1.8% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/21/2018 | |
IWM iShares Russell 2000 ETF | $241.87 +0.4% | Sale $100,001 - $250,000 | 5/8/2019 | 12/21/2018 | |
PKB Invesco Building & Construction ETF | $87.22 +0.4% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
PCY Invesco Emerging Markets Sovereign Debt ETF | $20.78 +0.4% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.65 +0.2% | Purchase $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
QQQ Invesco QQQ | $509.74 +0.9% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
IWO iShares Russell 2000 Growth ETF | $315.36 +0.7% | Sale $15,001 - $50,000 | 5/8/2019 | 12/11/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $97.36 +0.2% | Sale $50,001 - $100,000 | 5/8/2019 | 12/11/2018 | |
VCSH Vanguard Short-Term Corporate Bond ETF | $78.65 +0.2% | Purchase $100,001 - $250,000 | 5/8/2019 | 12/11/2018 | |
SPY SPDR S&P 500 ETF Trust | $602.55 +0.6% | Purchase $15,001 - $50,000 | 5/8/2019 | 10/26/2018 | |
MDY SPDR S&P MidCap 400 ETF Trust | $615.86 +0.1% | Sale $15,001 - $50,000 | 5/8/2019 | 9/5/2018 | |
JNK SPDR Bloomberg High Yield Bond ETF | $97.36 +0.2% | Sale $15,001 - $50,000 | 5/8/2019 | 6/6/2018 | |
BLK BlackRock | $1,022.80 +0.3% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +106.6%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Purchase $15,001 - $50,000 | 5/8/2019 | 3/29/2018 | +226.6%
 |
EFA iShares MSCI EAFE ETF | $78.97 +1.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
IWM iShares Russell 2000 ETF | $241.87 +0.4% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +66.4%
 |
AMJ JPMorgan Alerian MLP Index ETN | $28.30
| Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $87.22 +0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +185.9%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +226.6%
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QQQ Invesco QQQ | $509.74 +0.9% | Purchase $50,001 - $100,000 | 5/8/2019 | 3/29/2018 | +226.6%
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NKE NIKE | $78.77 +0.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +22.6%
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MRK Merck & Co., Inc. | $101.64 -1.4% | Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +129.5%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +201.8%
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KBE SPDR S&P Bank ETF | $61.84 -0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
DISCA Warner Bros. Discovery | $24.43
| Sale $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | |
PKB Invesco Building & Construction ETF | $87.22 +0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/29/2018 | +185.9%
 |
VEA Vanguard FTSE Developed Markets ETF | $50.30 +1.2% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/16/2018 | |
SPY SPDR S&P 500 ETF Trust | $602.55 +0.6% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $615.86 +0.1% | Sale $1,001 - $15,000 | 5/8/2019 | 7/12/2017 | |
SPY SPDR S&P 500 ETF Trust | $602.55 +0.6% | Purchase $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
MDY SPDR S&P MidCap 400 ETF Trust | $615.86 +0.1% | Sale $1,001 - $15,000 | 7/26/2017 | 7/7/2017 | |
KMI Kinder Morgan | $28.27 +0.7% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
GE General Electric | $182.16 +0.9% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
OXY Occidental Petroleum | $50.58 +0.5% | Sale $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
UPS United Parcel Service | $135.72 +0.0% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
NKE NIKE | $78.77 +0.5% | Purchase $1,001 - $15,000 | 5/8/2019 | 7/3/2017 | |
MET MetLife | $88.23 0.0% | Sale $15,001 - $50,000 | 5/8/2019 | 7/3/2017 | |
PKB Invesco Building & Construction ETF | $87.22 +0.4% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KMI Kinder Morgan | $28.27 +0.7% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $61.84 -0.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
PKB Invesco Building & Construction ETF | $87.22 +0.4% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
OXY Occidental Petroleum | $50.58 +0.5% | Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
NKE NIKE | $78.77 +0.5% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
MET MetLife | $88.23 0.0% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
WLL Whiting Petroleum | $68.03
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
UPS United Parcel Service | $135.72 +0.0% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
DVMT Dell Technologies | $80.00
| Sale $1,001 - $15,000 | 7/26/2017 | 6/28/2017 | |
GE General Electric | $182.16 +0.9% | Sale $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
KBE SPDR S&P Bank ETF | $61.84 -0.3% | Purchase $15,001 - $50,000 | 7/26/2017 | 6/28/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $50.30 +1.2% | Purchase $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $78.97 +1.3% | Sale $15,001 - $50,000 | 7/26/2017 | 5/18/2017 | |
EFA iShares MSCI EAFE ETF | $78.97 +1.3% | Sale $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
VEA Vanguard FTSE Developed Markets ETF | $50.30 +1.2% | Purchase $15,001 - $50,000 | 5/8/2019 | 5/18/2017 | |
KBE SPDR S&P Bank ETF | $61.84 -0.3% | Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 5/8/2019 | 3/17/2017 | |
KBE SPDR S&P Bank ETF | $61.84 -0.3% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
PKB Invesco Building & Construction ETF | $87.22 +0.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
RYH Invesco S&P 500 Equal Weight Health Care ETF | $31.22 +0.1% | Sale $1,001 - $15,000 | 7/26/2017 | 3/17/2017 | |
MLPI UBS ETRACS Alerian MLP Infrastructure Index ETN | $11.28
| Purchase $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
QQQ Invesco QQQ | $509.74 +0.9% | Sale $1,001 - $15,000 | 7/26/2017 | 3/13/2017 | |
IBB iShares Biotechnology ETF | $141.55 0.0% | Sale $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $99.62 -0.4% | Purchase $1,001 - $15,000 | 5/8/2019 | 2/23/2017 | |
XBI SPDR S&P Biotech ETF | $99.62 -0.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IBB iShares Biotechnology ETF | $141.55 0.0% | Sale $1,001 - $15,000 | 7/26/2017 | 2/17/2017 | |
IWF iShares Russell 1000 Growth ETF | $398.38 +0.8% | Purchase $100,001 - $250,000 | 7/26/2017 | 1/30/2017 | |
IWF iShares Russell 1000 Growth ETF | $398.38 +0.8% | Purchase $15,001 - $50,000 | 7/26/2017 | 1/26/2017 | |
EFA iShares MSCI EAFE ETF | $78.97 +1.3% | Sale $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $41.72 +0.9% | Purchase $1,001 - $15,000 | 7/26/2017 | 1/5/2017 | |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $41.72 +0.9% | Purchase $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
EFA iShares MSCI EAFE ETF | $78.97 +1.3% | Sale $1,001 - $15,000 | 5/8/2019 | 1/5/2017 | |
IWM iShares Russell 2000 ETF | $241.87 +0.4% | Purchase $15,001 - $50,000 | 7/26/2017 | 12/21/2016 | |
PKB Invesco Building & Construction ETF | $87.22 +0.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $241.87 +0.4% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
IWM iShares Russell 2000 ETF | $241.87 +0.4% | Sale $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
PKB Invesco Building & Construction ETF | $87.22 +0.4% | Purchase $1,001 - $15,000 | 7/26/2017 | 10/19/2016 | |
QIHU (QIHU) | $76.92
| Exchange $1,001 - $15,000 | 7/26/2017 | 7/18/2016 | |
NRE Northstar Realty Europe | $17.02
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |
NRF Northstar Realty Finance | $16.13
| Sale $1,001 - $15,000 | 7/26/2017 | 5/23/2016 | |