| 2019-12-16 | 2019-11-07 | Buy |
SDY SPdR S&P dividend ETF |
$15,001 - g $50,000 |
Source |
| 2019-12-16 | 2019-11-07 | Buy |
FDL First Trust Morningstar ETF |
$15,001 - g $50,000 |
Source |
| 2019-12-16 | 2019-11-07 | Buy |
USMC Principal U.S. Mega-Cap Multi- Factor Index ETF |
$15,001 - e $50,000 |
Source |
| 2019-12-16 | 2019-11-07 | Buy |
SPY SPDR S&P 500 ETF |
$15,001 - d $50,000 |
Source |
| 2019-12-16 | 2019-11-29 | Sale |
CREdIT SUISSE ag 0% EdP LKd EURo SToXX... |
$15,001 - d $50,000 |
Source |
| 2019-12-16 | 2019-11-07 | Partial sale |
VPU Vanguard Utilities Index Fund ETF Shares |
$15,001 - c $50,000 |
Source |
| 2019-11-12 | 2019-10-21 | Buy |
SDY SPdR S&P dividend ETF |
$50,001 - g $100,000 |
Source |
| 2019-11-12 | 2019-10-21 | Buy |
SDY SPdR S&P dividend ETF |
$50,001 - e $100,000 |
Source |
| 2019-11-12 | 2019-10-10 | Sale |
DIA sPDR Dow Jones Industrial average ETF |
$50,001 - b $100,000 |
Source |
| 2019-11-12 | 2019-10-10 | Buy |
FDL First Trust Morningstar ETF |
$15,001 - g $50,000 |
Source |
| 2019-11-12 | 2019-10-10 | Sale |
ACN Accenture plc Class A Ordinary Shares |
$15,001 - g $50,000 |
Source |
| 2019-11-12 | 2019-10-10 | Buy |
VPU Vanguard Utilities Index Fund ETF Shares |
$15,001 - f $50,000 |
Source |
| 2019-11-12 | 2019-10-10 | Sale |
NEE NextEra Energy, Inc. Common Stock |
$15,001 - e $50,000 |
Source |
| 2019-11-12 | 2019-10-21 | Buy |
SDY SPdR S&P dividend ETF |
$15,001 - d $50,000 |
Source |
| 2019-11-12 | 2019-10-10 | Partial sale |
SPY SPDR S&P 500 ETF |
$15,001 - b $50,000 |
Source |
| 2019-11-12 | 2019-10-10 | Partial sale |
FDN First Trust DJ Internet Index Fund |
$15,001 - b $50,000 |
Source |
| 2019-11-12 | 2019-10-10 | Buy |
SDY SPdR S&P dividend ETF |
$1,001 - $15,000 g |
Source |
| 2019-11-12 | 2019-10-10 | Sale |
PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 g |
Source |
| 2019-11-12 | 2019-10-02 | Buy |
JPMoRgaN FEDERaL MoNEY MaRKET FUND [oT] |
$1,001 - $15,000 g |
Source |
| 2019-11-12 | 2019-10-10 | Buy |
VDC Vanguard Consumer Staples ETF |
$1,001 - $15,000 f |
Source |
| 2019-11-12 | 2019-10-10 | Partial sale |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 f |
Source |
| 2019-11-12 | 2019-10-10 | Sale |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 f |
Source |
| 2019-11-12 | 2019-10-10 | Sale |
XOM Exxon Mobil Corporation Common Stock |
$1,001 - $15,000 e |
Source |
| 2019-11-12 | 2019-10-10 | Sale |
RDS.B Royal Dutch Shell PLC Royal Dutch Shell... |
$1,001 - $15,000 c |
Source |
| 2019-11-12 | 2019-10-10 | Partial sale |
PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 c |
Source |
| 2019-11-12 | 2019-10-10 | Buy |
FDL First Trust Morningstar ETF |
$1,001 - $15,000 c |
Source |
| 2019-11-12 | 2019-10-10 | Sale |
DD DuPont de Nemours, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2019-11-12 | 2019-10-10 | Buy |
CWB SPDR bloomberg barclays Convertible... |
$1,001 - $15,000 c |
Source |
| 2019-10-08 | 2019-09-27 | Sale |
boFa FIN LLC 0% EdP STEP UP NoT LKd To... |
$50,001 - g $100,000 |
Source |
| 2019-10-08 | 2019-09-26 | Buy |
VPU Vanguard Utilities Index Fund ETF Shares |
$50,001 - d $100,000 |
Source |
| 2019-10-08 | 2019-09-27 | Sale |
boFa FIN LLC 0% EdP LKd To S&P 500 INdEX... |
$50,001 - c $100,000 |
Source |
| 2019-10-08 | 2019-09-26 | Sale |
HaRTFoRd FoRTIS FUNdS �* gRWTH oPPTYS [oT] |
$50,001 - c $100,000 |
Source |
| 2019-10-08 | 2019-09-26 | Buy |
VDC Vanguard Consumer Staples ETF |
$15,001 - c $50,000 |
Source |
| 2019-10-08 | 2019-09-26 | Sale |
AMZN Amazon.com, Inc. - Common Stock |
$15,001 - b $50,000 |
Source |
| 2019-09-17 | 2019-08-14 | Buy |
VDC Vanguard Consumer Staples ETF |
$50,001 - g $100,000 |
Source |
| 2019-09-17 | 2019-08-14 | Buy |
CWB SPDR bloomberg barclays Convertible... |
$50,001 - g $100,000 |
Source |
| 2019-09-17 | 2019-08-30 | Sale |
CaNadIaN IMPRL bK 0%EdP CoMM TRNT bRH... |
$50,001 - g $100,000 |
Source |
| 2019-09-17 | 2019-08-14 | Buy |
SPY SPDR S&P 500 ETF |
$15,001 - g $50,000 |
Source |
| 2019-09-17 | 2019-08-06 | Buy |
CWB SPDR bloomberg barclays Convertible... |
$15,001 - g $50,000 |
Source |
| 2019-09-17 | 2019-08-06 | Buy |
FDL First Trust Morningstar ETF |
$15,001 - e $50,000 |
Source |
| 2019-09-17 | 2019-08-06 | Buy |
FDL First Trust Morningstar ETF |
$15,001 - d $50,000 |
Source |
| 2019-09-17 | 2019-08-30 | Sale |
baNK NoVa SCoTIa 0% 1Y: aCCL RTRN LKd... |
$15,001 - d $50,000 |
Source |
| 2019-09-17 | 2019-08-30 | Sale |
CaNadIaN IMPERIaL bKEdP 0% CoMM ToRoNTo... |
$15,001 - c $50,000 |
Source |
| 2019-09-17 | 2019-08-06 | Sale |
WMT Walmart Inc. - Common Stock |
$15,001 - b $50,000 |
Source |
| 2019-09-17 | 2019-08-06 | Buy |
CWB SPDR bloomberg barclays Convertible... |
$1,001 - $15,000 d |
Source |
| 2019-09-17 | 2019-08-06 | Sale |
DOW Dow Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2019-09-17 | 2019-08-06 | Sale |
CTVA Corteva, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2019-09-17 | 2019-08-06 | Sale |
WM Waste Management, Inc. Common Stock |
$1,001 - $15,000 b |
Source |
| 2019-08-05 | 2019-07-24 | Buy |
VDC Vanguard Consumer Staples ETF |
$50,001 - g $100,000 |
Source |
| 2019-08-05 | 2019-07-24 | Buy |
VDC Vanguard Consumer Staples ETF |
$50,001 - g $100,000 |
Source |
| 2019-08-05 | 2019-07-29 | Sale |
FIN baSKET aRN ISS boFa CaP 18.06% [oT] |
$50,001 - g $100,000 |
Source |
| 2019-08-05 | 2019-07-24 | Buy |
CWB SPDR bloomberg barclays Convertible... |
$50,001 - f $100,000 |
Source |
| 2019-08-05 | 2019-07-24 | Buy |
USMC Principal U.S. Mega-Cap Multi- Factor Index ETF |
$15,001 - g $50,000 |
Source |
| 2019-08-05 | 2019-07-24 | Buy |
VDC Vanguard Consumer Staples ETF |
$15,001 - e $50,000 |
Source |
| 2019-08-05 | 2019-07-26 | Sale |
KO Coca-Cola Company |
$15,001 - e $50,000 |
Source |
| 2019-08-05 | 2019-07-26 | Buy |
american Funds Developing: World growth... |
$15,001 - e $50,000 |
Source |
| 2019-08-05 | 2019-07-24 | Buy |
USMC Principal U.S. Mega-Cap Multi- Factor Index ETF |
$15,001 - d $50,000 |
Source |
| 2019-08-05 | 2019-07-26 | Buy |
american Mutual Fund Inc Class a [oT] |
$15,001 - c $50,000 |
Source |
| 2019-08-05 | 2018-06-20 | Partial sale |
ISHaRES MSCI EaFE ETF [oT] |
$15,001 - b $50,000 |
Source |
| 2019-08-05 | 2019-07-24 | Buy |
USMC Principal U.S. Mega-Cap Multi- Factor Index ETF |
$1,001 - $15,000 g |
Source |
| 2019-08-05 | 2019-07-24 | Buy |
USMC Principal U.S. Mega-Cap Multi- Factor Index ETF |
$1,001 - $15,000 g |
Source |
| 2019-08-05 | 2018-06-27 | Partial sale |
JPMoRgaN FEDERaL MoNEY MaRKET FUND [oT] |
$1,001 - $15,000 g |
Source |
| 2019-08-05 | 2019-07-24 | Sale |
VPU Vanguard Utilities Index Fund ETF Shares |
$1,001 - $15,000 f |
Source |
| 2019-08-05 | 2019-07-24 | Buy |
USMC Principal U.S. Mega-Cap Multi- Factor Index ETF |
$1,001 - $15,000 f |
Source |
| 2019-08-05 | 2019-07-23 | Sale |
SPG Simon Property Group, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2019-07-08 | 2019-06-03 | Sale |
boFa FIN LLC 0% EDP MKT LKD STP NTS LKD... |
$50,001 - g $100,000 |
Source |
| 2019-07-08 | 2019-06-21 | Buy |
JPMoRGaN FEDERaL MoNEY MaRKET FUND [oT] |
$1,001 - $15,000 g |
Source |
| 2019-05-06 | 2019-04-26 | Sale |
AAPL ARN ISSUER HSbC CAP 21.60% SV... |
$50,001 - g $100,000 |
Source |
| 2019-05-06 | 2019-04-11 | Sale |
SX5E STEPUP ISSUER HSbC STEP 30.00% SV... |
$50,001 - f $100,000 |
Source |
| 2019-05-06 | 2019-04-11 | Sale |
SX5E STEPUP ISSUER HSbC STEP 30.00% SV... |
$50,001 - b $100,000 |
Source |
| 2019-05-06 | 2019-04-04 | Buy |
GOOGL Alphabet Inc. - Class A Common Stock |
$15,001 - c $50,000 |
Source |
| 2019-05-06 | 2019-04-26 | Sale |
R2000 CLIRN ISSUER CIbC CAP 16.00% SV... |
$100,001 - e $250,000 |
Source |
| 2019-05-06 | 2019-04-18 | Partial sale |
VZ Verizon Communications Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-05-06 | 2019-04-04 | Partial sale |
RTN Raytheon Company (NYSE) |
$1,001 - $15,000 g |
Source |
| 2019-05-06 | 2019-04-18 | Partial sale |
HD Home Depot, Inc. |
$1,001 - $15,000 g |
Source |
| 2019-05-06 | 2019-04-18 | Buy |
BDX Becton, Dickinson and Company Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-05-06 | 2019-04-18 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-05-06 | 2019-04-18 | Buy |
DIS Walt Disney Company |
$1,001 - $15,000 f |
Source |
| 2019-05-06 | 2019-04-18 | Buy |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 e |
Source |
| 2019-05-06 | 2019-04-08 | Partial sale |
Vanguard Total bond Market EFT |
$1,001 - $15,000 e |
Source |
| 2019-05-06 | 2019-04-04 | Partial sale |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 d |
Source |
| 2019-05-06 | 2019-04-04 | Partial sale |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 d |
Source |
| 2019-05-06 | 2019-04-18 | Partial sale |
PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2019-05-06 | 2019-04-18 | Partial sale |
ADP Automatic Data Processing, Inc. - Common Stock |
$1,001 - $15,000 c |
Source |
| 2019-05-06 | 2019-04-08 | Buy |
JPMORgAN Hign Yield Fund |
$1,001 - $15,000 c |
Source |
| 2019-05-06 | 2019-04-18 | Partial sale |
INTU Intuit Inc. - Common Stock |
$1,001 - $15,000 b |
Source |
| 2019-04-02 | 2019-03-29 | Sale |
R2000 ARN ISSUER RbC CAP 12.75% SV... |
$50,001 - d $100,000 |
Source |
| 2019-04-02 | 2019-03-25 | Buy |
T AT&T Inc. |
$15,001 - g $50,000 |
Source |
| 2019-04-02 | 2019-03-25 | Buy |
ISHARES CORE DIVIDEND gROWTH: ETF |
$15,001 - c $50,000 |
Source |
| 2019-04-02 | 2019-03-04 | Buy |
XOM Exxon Mobil Corporation Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-04-02 | 2019-03-04 | Buy |
TRV The Travelers Companies, Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-04-02 | 2019-03-25 | Buy |
GE GE Aerospace Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-04-02 | 2019-03-28 | Buy |
JPMORgAN FEDERAL MONEY MARKET FUND |
$1,001 - $15,000 f |
Source |
| 2019-03-05 | 2019-02-22 | Sale |
SX5E CLIRN ISSUER BOFa CaP 25.90% SV... |
$50,001 - g $100,000 |
Source |
| 2019-03-05 | 2019-02-21 | Buy |
SP500 CLIRN ISSUER BOFa CaP 9.00% SV... |
$50,001 - d $100,000 |
Source |
| 2019-03-05 | 2019-02-21 | Buy |
SP500 CLIRN ISSUER BOFa CaP 9.00% SV... |
$15,001 - c $50,000 |
Source |
| 2019-03-05 | 2019-02-22 | Sale |
R2000 aRN ISSUER SEK CaP 11.55% SV... |
$15,001 - b $50,000 |
Source |
| 2019-03-04 | 2019-01-24 | Sale |
R2000 ARN IssUER HsBC CAP 12.75% sV... |
$50,001 - f $100,000 |
Source |
| 2019-03-04 | 2019-01-24 | Buy |
sP500 CLIRNs IssUER BNs CAP 11.50% sV... |
$50,001 - c $100,000 |
Source |
| 2019-03-04 | 2019-01-31 | Partial sale |
XOM Exxon Mobil Corporation Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-03-04 | 2019-01-04 | Partial sale |
XOM Exxon Mobil Corporation Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-03-04 | 2019-01-31 | Partial sale |
TRV The Travelers Companies, Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-03-04 | 2019-01-04 | Partial sale |
SPG Simon Property Group, Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-03-04 | 2019-01-08 | Partial sale |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-03-04 | 2019-01-08 | Buy |
INTU Intuit Inc. - Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-03-04 | 2019-01-08 | Partial sale |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-03-04 | 2019-01-08 | Partial sale |
PEP Pepsico, Inc. |
$1,001 - $15,000 f |
Source |
| 2019-03-04 | 2019-01-04 | Partial sale |
NOC Northrop Grumman Corporation Common Stock |
$1,001 - $15,000 f |
Source |
| 2019-03-04 | 2019-01-08 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 f |
Source |
| 2019-03-04 | 2019-01-08 | Buy |
ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 d |
Source |
| 2019-03-04 | 2019-01-08 | Buy |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 d |
Source |
| 2019-01-03 | 2018-12-21 | Sale |
SP500 ARN ISSUER bOFA CAP 10.00% SV... |
$50,001 - d $100,000 |
Source |
| 2019-01-03 | 2018-12-20 | Buy |
SP500 CLIRN ISS bARC CAP 14.02% SV... |
$50,001 - c $100,000 |
Source |
| 2019-01-03 | 2018-12-21 | Sale |
SP500 ARN ISSUER bOFA CAP 10.00% SV... |
$50,001 - b $100,000 |
Source |
| 2019-01-03 | 2018-12-17 | Sale |
T AT&T Inc. |
$15,001 - g $50,000 |
Source |
| 2019-01-03 | 2018-12-24 | Sale |
VCR Vanguard Consumer Discretion ETF |
$15,001 - d $50,000 |
Source |
| 2019-01-03 | 2018-12-20 | Buy |
SP500 CLIRN ISS bARC CAP 14.02% SV... |
$15,001 - c $50,000 |
Source |
| 2019-01-03 | 2018-12-12 | Sale |
Invesco American Franchise Fund A |
$15,001 - b $50,000 |
Source |
| 2019-01-03 | 2018-12-21 | Buy |
WM Waste Management, Inc. Common Stock |
$1,001 - $15,000 g |
Source |
| 2019-01-03 | 2018-12-24 | Buy |
FDN First Trust DJ Internet Index Fund |
$1,001 - $15,000 g |
Source |
| 2019-01-03 | 2018-12-21 | Buy |
VZ Verizon Communications Inc. Common Stock |
$1,001 - $15,000 e |
Source |
| 2019-01-03 | 2018-12-24 | Buy |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$1,001 - $15,000 e |
Source |
| 2019-01-03 | 2018-12-26 | Buy |
JPMorgan Federal Money Market FD |
$1,001 - $15,000 d |
Source |
| 2019-01-03 | 2018-12-24 | Buy |
SPY SPDR S&P 500 ETF |
$1,001 - $15,000 c |
Source |
| 2019-01-03 | 2018-12-21 | Buy |
PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 c |
Source |
| 2019-01-03 | 2018-12-24 | Buy |
DIA sPDR Dow Jones Industrial average ETF |
$1,001 - $15,000 c |
Source |
| 2019-01-03 | 2018-12-24 | Sale |
BNS Bank of Nova Scotia |
$1,001 - $15,000 c |
Source |
| 2019-01-03 | 2018-12-21 | Partial sale |
BNS Bank of Nova Scotia |
$1,001 - $15,000 c |
Source |
| 2019-01-03 | 2018-12-21 | Buy |
AEP American Electric Power Company, Inc. |
$1,001 - $15,000 c |
Source |
| 2019-01-03 | 2018-12-21 | Partial sale |
AXP American Express Company Common Stock |
$1,001 - $15,000 b |
Source |