| 2020-12-03 | 2020-10-29 | Buy |
PYPL PayPal Holdings, Inc. - Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-12-03 | 2020-10-29 | Sale |
INTC Intel Corporation - Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-12-03 | 2020-10-29 | Buy |
CRM Salesforce, Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-12-03 | 2020-10-29 | Buy |
ARKG ARK Genomic Revolution ETF |
$1,001 - $15,000 g |
Source |
| 2020-12-03 | 2020-10-21 | Partial sale |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-12-03 | 2020-10-29 | Partial sale |
AEP American Electric Power Company, Inc. |
$1,001 - $15,000 g |
Source |
| 2020-12-03 | 2020-10-29 | Sale |
SDOG ALPS Sector Dividend Dogs ETF |
$1,001 - $15,000 f |
Source |
| 2020-12-03 | 2020-10-14 | Partial sale |
ARKK Ark Innovation ETF |
$1,001 - $15,000 f |
Source |
| 2020-12-03 | 2020-10-29 | Partial sale |
QYLD Global X NASDAQ 100 Covered ETF |
$1,001 - $15,000 e |
Source |
| 2020-12-03 | 2020-10-29 | Buy |
IBM International Business Machines... |
$1,001 - $15,000 d |
Source |
| 2020-12-03 | 2020-10-14 | Partial sale |
HASI Hannon Armstrong Sustainable... |
$1,001 - $15,000 d |
Source |
| 2020-12-03 | 2020-10-29 | Buy |
TSLA Tesla, Inc. - Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-12-03 | 2020-10-29 | Sale |
T AT&T Inc. |
$1,001 - $15,000 c |
Source |
| 2020-12-03 | 2020-10-21 | Partial sale |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-12-03 | 2020-10-29 | Buy |
BIDU Baidu, Inc. - American Depositary... |
$1,001 - $15,000 c |
Source |
| 2020-09-21 | 2020-07-28 | Buy |
WMB Williams Companies, Inc. |
$1,001 - $15,000 g |
Source |
| 2020-09-21 | 2020-07-28 | Sale |
T AT&T Inc. |
$1,001 - $15,000 g |
Source |
| 2020-09-21 | 2020-09-04 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-09-21 | 2020-07-27 | Sale |
DEO Diageo Plc ADR |
$1,001 - $15,000 g |
Source |
| 2020-09-21 | 2020-09-04 | Buy |
CG The Carlyle Group LP (NASDAQ) |
$1,001 - $15,000 f |
Source |
| 2020-09-21 | 2020-07-28 | Buy |
AMT American Tower Corporation |
$1,001 - $15,000 f |
Source |
| 2020-09-21 | 2020-07-27 | Buy |
WMB Williams Companies, Inc. |
$1,001 - $15,000 e |
Source |
| 2020-09-21 | 2020-09-04 | Buy |
TSLA Tesla, Inc. - Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-09-21 | 2020-07-27 | Sale |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-09-21 | 2020-07-27 | Buy |
ARE ALEXANDRIA REAL ESTATE EQUITIES INC |
$1,001 - $15,000 c |
Source |
| 2020-07-20 | 2020-06-08 | Sale |
TDG Transdigm Group Incorporated Common Stock |
$50,001 - g $100,000 |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
TWST Twist Bioscience Corporation |
$1,001 - $15,000 g |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
RTN Raytheon Company (NYSE) |
$1,001 - $15,000 g |
Source |
| 2020-04-23 | 2020-03-02 | Sale |
RDS.A Royal Dutch Shell PLC Royal Dutch Shell... |
$1,001 - $15,000 g |
Source |
| 2020-04-23 | 2020-03-02 | Sale |
PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
DEO Diageo Plc ADR |
$1,001 - $15,000 g |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
CG The Carlyle Group LP (NASDAQ) |
$1,001 - $15,000 g |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
APO Apollo Global Management, Inc. |
$1,001 - $15,000 f |
Source |
| 2020-04-23 | 2020-03-02 | Partial sale |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 e |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
XOM Exxon Mobil Corporation Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
UTX United Technologies Corporation |
$1,001 - $15,000 c |
Source |
| 2020-04-23 | 2020-03-02 | Partial sale |
TMO Thermo Fisher Scientific Inc Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
T AT&T Inc. |
$1,001 - $15,000 c |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
SU Suncor Energy Inc. |
$1,001 - $15,000 c |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
NEO NeoGenomics, Inc. - Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
INTC Intel Corporation - Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-04-23 | 2020-03-02 | Partial sale |
AWK American Water Works Company, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2020-04-23 | 2020-03-02 | Buy |
AEP American Electric Power Company, Inc. |
$1,001 - $15,000 c |
Source |