| 2019-05-08 | 2018-12-11 | Sale |
Templeton global bond [Ab] |
$50,001 - g $100,000 |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$50,001 - e $100,000 |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
IWM iShares Russell 2000 ETF |
$50,001 - e $100,000 |
Source |
| 2019-05-08 | 2018-12-11 | Buy |
MAIPX MAI Managed Volatility Fund |
$50,001 - c $100,000 |
Source |
| 2019-05-08 | 2018-03-29 | Sale |
MAIPX MAI Managed Volatility Fund |
$50,001 - c $100,000 |
Source |
| 2019-05-08 | 2018-12-11 | Sale |
JNK SPDR Bloomberg Barclays High Yield Bond ETF |
$50,001 - c $100,000 |
Source |
| 2019-05-08 | 2018-12-11 | Sale |
Fidelity High Income Fund [Ab] |
$50,001 - c $100,000 |
Source |
| 2019-05-08 | 2018-12-11 | Sale |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$50,001 - b $100,000 |
Source |
| 2019-05-08 | 2018-03-23 | Sale |
gS S&P 500 buffered Equity fund [oT] |
$50,001 - b $100,000 |
Source |
| 2019-05-08 | 2018-12-11 | Buy |
VCSH Vanguard Short-Term Corporate Bond ETF |
$15,001 - g $50,000 |
Source |
| 2019-05-08 | 2018-12-11 | Sale |
PKB PowerShares Dynamic build & Construction |
$15,001 - g $50,000 |
Source |
| 2019-05-08 | 2018-09-05 | Sale |
MDY S&P Midcap 400 SPDR |
$15,001 - g $50,000 |
Source |
| 2019-05-08 | 2018-12-11 | Sale |
IWO iShares Russell 2000 growth ETF |
$15,001 - g $50,000 |
Source |
| 2019-05-08 | 2017-07-03 | Sale |
GE GE Aerospace Common Stock |
$15,001 - g $50,000 |
Source |
| 2019-05-08 | 2018-12-21 | Buy |
GBDC Golub Capital BDC, Inc. |
$15,001 - g $50,000 |
Source |
| 2019-05-08 | 2018-08-17 | Sale |
Stone Ridge Reinsurance Fund [Ab] |
$15,001 - g $50,000 |
Source |
| 2019-05-08 | 2018-10-26 | Buy |
SPY SPDR S&P 500 ETF |
$15,001 - f $50,000 |
Source |
| 2019-05-08 | 2018-12-11 | Sale |
PCY PowerShares Emerging Markets Sovereign... |
$15,001 - f $50,000 |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
ODVYX oppenheimer Developing Markets |
$15,001 - f $50,000 |
Source |
| 2019-05-08 | 2017-07-03 | Sale |
MET MetLife, Inc. |
$15,001 - f $50,000 |
Source |
| 2019-05-08 | 2018-06-06 | Sale |
JNK SPDR Bloomberg Barclays High Yield Bond ETF |
$15,001 - f $50,000 |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
BLK BlackRock, Inc. Common Stock |
$15,001 - e $50,000 |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$15,001 - d $50,000 |
Source |
| 2019-05-08 | 2017-05-18 | Sale |
EFA iShares MSCI EAFE ETF |
$15,001 - d $50,000 |
Source |
| 2019-05-08 | 2017-05-18 | Buy |
VEA Vanguard FTSE Developed Markets ETF |
$15,001 - c $50,000 |
Source |
| 2019-05-08 | 2018-12-11 | Buy |
HAINX Harbor International |
$15,001 - c $50,000 |
Source |
| 2019-05-08 | 2018-12-11 | Buy |
MAIPX MAI Managed Volatility Fund |
$100,001 - g $250,000 |
Source |
| 2019-05-08 | 2018-12-11 | Buy |
Fidelity Limited Term Municipal |
$100,001 - e $250,000 |
Source |
| 2019-05-08 | 2018-12-11 | Buy |
VCSH Vanguard Short-Term Corporate Bond ETF |
$100,001 - d $250,000 |
Source |
| 2019-05-08 | 2018-12-21 | Sale |
IWM iShares Russell 2000 ETF |
$100,001 - d $250,000 |
Source |
| 2019-05-08 | 2018-03-29 | Sale |
MAI Managed Volatilty Fund MAIPX |
$100,001 - d $250,000 |
Source |
| 2019-05-08 | 2018-12-11 | Buy |
Fidelity Limited Term Municipal |
$100,001 - c $250,000 |
Source |
| 2019-05-08 | 2018-12-11 | Sale |
Harbor International HAINX [Ab] |
$100,001 - c $250,000 |
Source |
| 2019-05-08 | 2018-12-21 | Sale |
Aston/Fairpointe Mid Cap 1 fund [Ab] |
$100,001 - c $250,000 |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$1,001 - $15,000 g |
Source |
| 2019-05-08 | 2017-07-03 | Sale |
OXY Occidental Petroleum Corporation Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-05-08 | 2017-07-03 | Buy |
NKE Nike, Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-05-08 | 2017-01-05 | Buy |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF |
$1,001 - $15,000 g |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
AMJ JPMorgan Chase Capital XVI JP Morgan... |
$1,001 - $15,000 g |
Source |
| 2019-05-08 | 2017-07-03 | Sale |
WHITINg PETE [oT] |
$1,001 - $15,000 g |
Source |
| 2019-05-08 | 2017-07-12 | Buy |
SPY SPDR S&P 500 ETF |
$1,001 - $15,000 f |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
PKB PowerShares Dynamic build & Construction |
$1,001 - $15,000 f |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
NKE Nike, Inc. Common Stock |
$1,001 - $15,000 f |
Source |
| 2019-05-08 | 2018-12-18 | Buy |
VWNAX Vanguard/Windsor II Admiral |
$1,001 - $15,000 e |
Source |
| 2019-05-08 | 2018-01-16 | Buy |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 e |
Source |
| 2019-05-08 | 2017-07-03 | Buy |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 e |
Source |
| 2019-05-08 | 2018-03-29 | Sale |
MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 e |
Source |
| 2019-05-08 | 2017-03-17 | Buy |
KBE SPDR S&P bank ETF |
$1,001 - $15,000 e |
Source |
| 2019-05-08 | 2017-03-17 | Buy |
MLPI UbS Ag ETN |
$1,001 - $15,000 d |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 d |
Source |
| 2019-05-08 | 2018-03-29 | Sale |
DISCA Discovery Communications, Inc. - Series A |
$1,001 - $15,000 d |
Source |
| 2019-05-08 | 2017-02-23 | Buy |
XBI SPDR S&P Biotech ETF |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2018-06-15 | Buy |
VWNAX Vanguard/Windsor II Admiral |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2017-03-17 | Sale |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
PKB PowerShares Dynamic build & Construction |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2017-07-12 | Sale |
MDY S&P Midcap 400 SPDR |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2018-12-14 | Buy |
MAIPX MAI Managed Volatility Fund |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2017-07-03 | Buy |
KMI Kinder Morgan, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2018-03-29 | Buy |
KBE SPDR S&P bank ETF |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2017-02-23 | Sale |
IBB iShares Nasdaq Biotechnology Index Fund |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2017-01-05 | Sale |
EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2017-07-03 | Sale |
DVMT Dell Technologies Inc. |
$1,001 - $15,000 c |
Source |
| 2019-05-08 | 2017-07-03 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 c |
Source |