| 2022-12-08 | 2022-11-18 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-17 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-17 | Buy |
iShares MSCI EAFE Val ETF |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-17 | Buy |
iShares Core S&P Small Cap E |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-17 | Buy |
iShares 10+ Year Investment |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-18 | Sale |
MSIF Growth I |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-11 | Partial sale |
Ishares US Technology ETF |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-17 | Sale |
Ishares 20+yr Treasu Bond ETF |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-17 | Partial sale |
Invesco QQQ Trust Series 1 |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-17 | Buy |
Invesco KBW Bank ETF |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-17 | Sale |
ISHA Curr Hedged MSCI EAFE |
$1,001 - $15,000 |
Source |
| 2022-12-08 | 2022-11-17 | Buy |
Franklin FTSE Japan ETF |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-27 | Sale |
WRK WestRock Company |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-15 | Partial sale |
MA Mastercard Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-15 | Partial sale |
IFF International Flavors & Fragrances |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-15 | Sale |
CMCSA Comcast Corporation - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-15 | Buy |
SPDR S&P 500 ETF Trust |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-27 | Buy |
JPM Nasdaq Equity Premium |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-27 | Partial sale |
Ishares US Technology ETF |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-27 | Partial sale |
Ishares Core MSCI EAFE ETF |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-27 | Buy |
Ishares 0-5 HY Corp |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2021-09-27 | Sale |
Global X US INF DEV ETF |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-27 | Sale |
Franklin FTSE UK ETF |
$1,001 - $15,000 |
Source |
| 2022-10-05 | 2022-09-27 | Buy |
Energy Sel Sect SPDR FD |
$1,001 - $15,000 |
Source |
| 2022-09-10 | 2022-08-10 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2022-09-10 | 2022-08-10 | Buy |
GOOG Alphabet Inc. - Class C Capital Stock |
$1,001 - $15,000 |
Source |
| 2022-09-10 | 2022-08-10 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2022-09-10 | 2022-08-16 | Partial sale |
iShares US Technology ETF |
$1,001 - $15,000 |
Source |
| 2022-09-10 | 2022-08-10 | Buy |
iShares US Technology ETF |
$1,001 - $15,000 |
Source |
| 2022-09-10 | 2022-08-30 | Buy |
Virtus Vontobel Foreign Opp |
$1,001 - $15,000 |
Source |
| 2022-09-10 | 2022-08-10 | Sale |
SPDR Blackstone Senior Loan |
$1,001 - $15,000 |
Source |
| 2022-09-10 | 2022-08-16 | Partial sale |
Goldman Activebeta US LC ETF |
$1,001 - $15,000 |
Source |
| 2022-08-10 | 2022-07-15 | Buy |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2022-08-10 | 2022-07-15 | Buy |
BAX Baxter International Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2022-08-10 | 2022-07-15 | Buy |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Partial sale |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Buy |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Buy |
iShares 10-20 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Partial sale |
TJX TJX Companies, Inc. |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Partial sale |
SPY SPDR S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Buy |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Partial sale |
PAVE Global X Funds Global X U.S.... |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Buy |
IWB Russell 1000 Ishares ETF |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Sale |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Sale |
GE GE Aerospace Common Stock |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Sale |
FIXD First Trust TCW Opportunistic Fixed Income ETF |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Partial sale |
BAX Baxter International Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Partial sale |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2022-07-08 | 2022-06-16 | Buy |
ABBV AbbVie Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Sale |
SBUX Starbucks Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Partial sale |
DRE Duke Realty Corporation |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Sale |
Vanguard Total Bond Market |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Buy |
SPDR Blackstone Senior Loan |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Buy |
JPMorgan Equity Premium Inco |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Buy |
JPMorgan Betabuilders Canada |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Sale |
Ishares MSCI EAFE Grwth EF |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Sale |
Ishares Core MSCI Europe |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Partial sale |
Ishares Core MSCI EAFE ETF |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Buy |
Ishares 0-5 HY Corp |
$1,001 - $15,000 |
Source |
| 2022-06-04 | 2022-05-10 | Buy |
ISHA Curr Hedged MSCI EAFE |
$1,001 - $15,000 |
Source |
| 2022-05-13 | 2022-04-19 | Buy |
TJX TJX Companies, Inc. |
$1,001 - $15,000 |
Source |
| 2022-05-13 | 2022-04-19 | Buy |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2022-05-13 | 2022-04-19 | Buy |
SPDR S&P 500 ETF Trust |
$1,001 - $15,000 |
Source |
| 2022-05-13 | 2022-04-26 | Sale |
Putnam Ultra Sht Dur Inc A |
$1,001 - $15,000 |
Source |
| 2022-05-13 | 2022-04-19 | Sale |
Ishares Russell 1000 ETF |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-29 | Buy |
iShares 20+ Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-15 | Partial sale |
TJX TJX Companies, Inc. |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-15 | Partial sale |
SPY SPDR S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-08 | Buy |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-29 | Buy |
RIO Rio Tinto Plc Common Stock |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-08 | Buy |
KMI.W Kinder Morgan, Inc. Warrants Expiring 2017 |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-15 | Buy |
IWB Russell 1000 Ishares ETF |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-29 | Buy |
HIG The Hartford Insurance Group, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-29 | Buy |
GE GE Aerospace Common Stock |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-29 | Buy |
CAT Caterpillar, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-15 | Partial sale |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-08 | Partial sale |
Vanguard Total Bond Index Fund |
$1,001 - $15,000 |
Source |
| 2022-04-09 | 2022-03-08 | Sale |
Vanguard Intermediate Term Cor |
$1,001 - $15,000 |
Source |
| 2022-03-09 | 2022-02-28 | Sale |
MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 d |
Source |
| 2022-03-09 | 2022-02-28 | Buy |
MA Mastercard Incorporated Common Stock |
$1,001 - $15,000 c |
Source |
| 2022-02-13 | 2022-01-14 | Sale |
HON Honeywell International Inc. |
$1,001 - $15,000 g |
Source |
| 2022-02-13 | 2022-01-28 | Buy |
FB Facebook, Inc. |
$1,001 - $15,000 g |
Source |
| 2022-02-13 | 2022-01-28 | Sale |
EFG iShares MSCI EAFE growth ETF |
$1,001 - $15,000 g |
Source |
| 2022-02-13 | 2022-01-28 | Buy |
XLE SPDR Select Sector Fund - Energy Select Sector |
$1,001 - $15,000 f |
Source |
| 2022-02-13 | 2022-01-14 | Buy |
SPY SPDR S&P 500 ETF |
$1,001 - $15,000 e |
Source |
| 2022-02-13 | 2022-01-05 | Partial sale |
SPY SPDR S&P 500 ETF |
$1,001 - $15,000 e |
Source |
| 2022-02-13 | 2022-01-28 | Buy |
IEUR iShares Core MSCI Europe ETF |
$1,001 - $15,000 c |
Source |
| 2022-02-13 | 2022-01-28 | Buy |
FLGB Franklin FTSE united Kingdom ETF |
$1,001 - $15,000 c |
Source |
| 2022-02-13 | 2022-01-28 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 c |
Source |
| 2022-02-13 | 2022-01-28 | Sale |
SPHB Invesco S&P 500 High beta ETF |
$1,001 - $15,000 b |
Source |
| 2022-02-13 | 2022-01-14 | Sale |
LMT Lockheed Martin Corporation Common Stock |
$1,001 - $15,000 b |
Source |
| 2022-01-09 | 2021-12-14 | Buy |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 g |
Source |
| 2022-01-09 | 2021-12-16 | Sale |
TGT Target Corporation Common Stock |
$1,001 - $15,000 g |
Source |
| 2022-01-09 | 2021-12-16 | Buy |
T AT&T Inc. |
$1,001 - $15,000 g |
Source |
| 2022-01-09 | 2021-12-16 | Buy |
WRK.V Westrock Company Common Stock... |
$1,001 - $15,000 f |
Source |
| 2022-01-09 | 2021-12-16 | Sale |
BSX Boston Scientific Corporation Common Stock |
$1,001 - $15,000 f |
Source |
| 2022-01-09 | 2021-12-16 | Buy |
EOG EOG Resources, Inc. Common Stock |
$1,001 - $15,000 d |
Source |
| 2022-01-09 | 2021-12-09 | Sale |
T AT&T Inc. |
$1,001 - $15,000 c |
Source |
| 2022-01-09 | 2021-12-16 | Buy |
SBUX Starbucks Corporation - Common Stock |
$1,001 - $15,000 c |
Source |
| 2022-01-09 | 2021-12-16 | Sale |
NOC Northrop Grumman Corporation Common Stock |
$1,001 - $15,000 c |
Source |
| 2022-01-09 | 2021-12-14 | Sale |
CME CME Group Inc. - Class A Common Stock |
$1,001 - $15,000 c |
Source |
| 2022-01-09 | 2021-12-14 | Partial sale |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 b |
Source |