Trade of the K. Michael Conaway
Republican · TX-11 · House
In-remit alpha 12m
+4.5%
9 buys in their jurisdiction
Everything else
-3.3%
their other buys
$-weighted 12m
-2.3%
all buys, by size
t-stat (12m)
-0.92
within the noise
Disclosure lag
30 days
trade → public filing
Est. volume
$3.2M
0 option trades
Trading profile
| Disclosed transactions | 240 across 14 filings |
| Buys / sells | 128 / 82 |
| Distinct securities | 62 |
| Estimated volume | $10.1M |
| Traded in family accounts | 47 of 240 |
| Active | 03 Dec 2019 – 21 Dec 2020 |
| Busiest single day | 26 trades 24 Feb 2020 |
26 transactions on a single day is the signature of a managed account being rebalanced rather than 26 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 12 | |
| Financials | 10 | |
| Healthcare | 7 | |
| Pharma | 5 | |
| Utilities | 5 | |
| Industrials | 3 | |
| Energy | 2 | |
| Transport | 2 |
Committees — what defines their remit
No standing committee seats on record.Jurisdiction sectors: none · access score 0.00
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
8 |
| C |
|
10 |
| D |
|
84 |
| E |
|
86 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| VIG | 10 | $447.2K | -5.9% |
| DGRO | 7 | $231.3K | -1.8% |
| AAPL | 6 | $207.6K | +15.4% |
| AMZN | 4 | $196.2K | -11.6% |
| GSLC | 8 | $195.6K | -2.0% |
| VPU | 4 | $152.9K | -40.7% |
| JNJ | 4 | $152.9K | -17.2% |
| SKYY | 5 | $136.9K | +4.5% |
| SDY | 4 | $109.5K | -7.2% |
| BX | 2 | $98.1K | +32.3% |
| ABT | 2 | $98.1K | -20.8% |
| USMC | 6 | $93.8K | -6.2% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | BUY | 21 Dec 2020 | None American New Economy Fund |
$50,001 - $100,000 | self | — | — |
| — | BUY | 21 Dec 2020 | None American Small Cap World Fund |
$15,001 - $50,000 | self | — | — |
| — | BUY | 18 Dec 2020 | None Investment Company of America |
$50,001 - $100,000 | self | — | — |
| — | BUY | 18 Dec 2020 | None Washington Mutual Inv FD |
$50,001 - $100,000 | self | — | — |
| — | BUY | 17 Dec 2020 | None AMCAP Fund |
$50,001 - $100,000 | self | — | — |
| — | BUY | 17 Dec 2020 | None American balanced Fund |
$50,001 - $100,000 | self | — | — |
| — | BUY | 17 Dec 2020 | None American Mutual Fund |
$50,001 - $100,000 | self | — | — |
| — | BUY | 17 Dec 2020 | None Capital World growth & Income Fund |
$50,001 - $100,000 | self | — | — |
| D | BUY | 17 Dec 2020 | DGRO iShares Core Dividend growth ETF ( |
$50,001 - $100,000 | self | +3.6% | — |
| — | BUY | 16 Dec 2020 | None Fundamental Investors CL A |
$50,001 - $100,000 | self | — | — |
| D | BUY | 10 Dec 2020 | FDN First Trust DJ Internet Index Fund |
$15,001 - $50,000 | self | -31.8% | — |
| D | BUY | 10 Dec 2020 | GSLC goldman Sachs Activebeta U.S. Larg |
$15,001 - $50,000 | self | -2.4% | — |
| D | BUY | 10 Dec 2020 | VIG Vanguard Div Appreciation ETF (VIg |
$50,001 - $100,000 | self | +0.1% | — |
| D | BUY | 10 Dec 2020 | FDN First Trust DJ Internet Index Fund |
$15,001 - $50,000 | self | -30.0% | — |
| D | BUY | 10 Dec 2020 | GSLC goldman Sachs Activebeta U.S. Larg |
$15,001 - $50,000 | self | -1.4% | — |
| D | BUY | 10 Dec 2020 | VIG Vanguard Div Appreciation ETF (VIg |
$50,001 - $100,000 | self | -3.9% | — |
| D | BUY | 30 Nov 2020 | AAL American Airlines group, Inc. (AAL |
$15,001 - $50,000 | self | -30.0% | — |
| D | BUY | 30 Nov 2020 | DRI Darden Restaurants, Inc. (DRI) |
$15,001 - $50,000 | self | +4.7% | — |
| D | BUY | 30 Nov 2020 | DGRO iShares Core Dividend growth ETF ( |
$15,001 - $50,000 | self | -1.6% | — |
| D | BUY | 30 Nov 2020 | LUV Southwest Airlines Company (LUV) |
$15,001 - $50,000 | self | -42.7% | — |
| — | SELL | 10 Nov 2020 | None UIT First Trust Diversified W115 |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 16 Oct 2020 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | self | +12.1% | yes |
| C | BUY | 16 Oct 2020 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | self | +12.1% | yes |
| E | SELL | 16 Oct 2020 | CVX Chevron Corporation (CVX) |
$15,001 - $50,000 | self | — | — |
| E | BUY | 16 Oct 2020 | SKYY First Trust Cloud Computing ETF (S |
$15,001 - $50,000 | self | -11.3% | — |
| D | BUY | 16 Oct 2020 | JNJ Johnson & Johnson (JNJ) |
$50,001 - $100,000 | self | -16.5% | — |
| E | BUY | 16 Oct 2020 | JNJ Johnson & Johnson (JNJ) |
$15,001 - $50,000 | self | -16.5% | — |
| E | SELL | 16 Oct 2020 | BX The blackstone group Inc. Class A |
$15,001 - $50,000 | self | — | — |
| E | SELL | 16 Oct 2020 | VDC Vanguard Consumer Staples ETF (VdC |
$15,001 - $50,000 | self | — | — |
| D | SELL | 06 Oct 2020 | CVX Chevron Corporation (CVX) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 06 Oct 2020 | CVX Chevron Corporation (CVX) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 06 Oct 2020 | NBL Noble Energy Inc. (NbL) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 06 Oct 2020 | NBL Noble Energy Inc. (NbL) |
$15,001 - $50,000 | self | — | — |
| D | BUY | 28 Sep 2020 | ABT Abbott Laboratories (AbT) |
$50,001 - $100,000 | self | -20.8% | — |
| D | BUY | 28 Sep 2020 | ABT Abbott Laboratories (AbT) |
$15,001 - $50,000 | self | -20.8% | — |
| — | BUY | 28 Sep 2020 | None JPMORgAN CHASE & CO FIX/FLT JR SbR |
$15,001 - $50,000 | self | — | — |
| — | SELL | 24 Sep 2020 | None bANK NOVA SCOTIA 0% 1Y: LKd EURO S |
$15,001 - $50,000 | self | — | — |
| — | BUY | 21 Sep 2020 | None FIFTH THIRd bANCORP FIX TO FLT JR |
$15,001 - $50,000 | self | — | — |
| D | BUY | 21 Sep 2020 | CIBR First Trust NASdAQ Cybersecurity E |
$15,001 - $50,000 | self | +9.3% | — |
| D | BUY | 21 Sep 2020 | USMC Principal U.S. Mega-Cap ETF (USMC) |
$1,001 - $15,000 | self | -4.6% | — |
| D | SELL | 21 Sep 2020 | VDC Vanguard Consumer Staples ETF (VdC |
$50,001 - $100,000 | self | — | — |
| D | SELL | 21 Sep 2020 | VDC Vanguard Consumer Staples ETF (VdC |
$15,001 - $50,000 | self | — | — |
| D | SELL | 21 Sep 2020 | VDC Vanguard Consumer Staples ETF (VdC |
$15,001 - $50,000 | self | — | — |
| D | SELL | 09 Sep 2020 | JPM JP Morgan Chase & Co. (JPM) |
$15,001 - $50,000 | self | — | — |
| B | BUY | 08 Sep 2020 | GOOGL Alphabet Inc. - Class A (gOOgL) |
$15,001 - $50,000 | self | +56.7% | yes |
| C | SELL | 08 Sep 2020 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | self | — | yes |
| C | SELL | 08 Sep 2020 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | self | — | yes |
| B | SELL | 08 Sep 2020 | INTU Intuit Inc. (INTU) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 08 Sep 2020 | JPM JP Morgan Chase & Co. (JPM) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 08 Sep 2020 | USMC Principal U.S. Mega-Cap ETF (USMC) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 08 Sep 2020 | SPY SPdR S&P 500 (SPY) |
$15,001 - $50,000 | self | — | — |
| D | SELL | 08 Sep 2020 | VIG Vanguard div Appreciation ETF (VIg |
$50,001 - $100,000 | self | — | — |
| — | SELL | 11 Aug 2020 | None FT divers Income & growth Fall 15 |
$100,001 - $250,000 | spouse | — | — |
| E | BUY | 10 Aug 2020 | AEP American Electric Power Company, I |
$15,001 - $50,000 | spouse | -17.3% | — |
| E | SELL | 10 Aug 2020 | AXP American Express Company (AXP) |
$15,001 - $50,000 | self | — | — |
| E | BUY | 10 Aug 2020 | DUK duke Energy Corporation (dUK) |
$15,001 - $50,000 | spouse | -3.0% | — |
| E | BUY | 10 Aug 2020 | DGRO iShares Core dividend growth ETF ( |
$50,001 - $100,000 | spouse | -2.1% | — |
| E | BUY | 10 Aug 2020 | JNJ Johnson & Johnson (JNJ) |
$15,001 - $50,000 | spouse | -18.6% | — |
| E | SELL | 10 Aug 2020 | PNC PNC Financial Services group, Inc. |
$50,001 - $100,000 | self | — | — |
| E | SELL | 10 Aug 2020 | PNC PNC Financial Services group, Inc. |
$15,001 - $50,000 | self | — | — |
| E | BUY | 10 Aug 2020 | CWB SPdR bloomberg barclays Convertibl |
$50,001 - $100,000 | self | -0.6% | — |
| E | BUY | 10 Aug 2020 | SDY SPdR S&P dividend ETF (SdY) |
$15,001 - $50,000 | self | -3.4% | — |
| E | BUY | 10 Aug 2020 | SDY SPdR S&P dividend ETF (SdY) |
$15,001 - $50,000 | self | -3.4% | — |
| D | BUY | 10 Aug 2020 | XLV SPdR Select Sector Fund - Health C |
$50,001 - $100,000 | self | -4.7% | — |
| E | SELL | 10 Aug 2020 | USB U.S. bancorp (USb) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 10 Aug 2020 | V Visa Inc. (V) |
$15,001 - $50,000 | self | — | — |
| — | BUY | 20 Jul 2020 | None AMERICAN FUNdS THE TAX EXEMPT bONd |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 01 Jul 2020 | None "CITIgROUP INC PERPETUAL FIX/FLT b |
$100,001 - $250,000 | self | — | — |
| B | BUY | 01 Jul 2020 | AMZN Amazon.com, Inc. (AMZN) |
$50,001 - $100,000 | self | -23.8% | yes |
| C | BUY | 01 Jul 2020 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | self | +1.1% | yes |
| D | SELL | 01 Jul 2020 | HD Home depot, Inc. (Hd) |
$50,001 - $100,000 | self | — | — |
| D | BUY | 01 Jul 2020 | PFE Pfizer, Inc. (PFE) |
$15,001 - $50,000 | self | +3.7% | — |
| B | SELL | 01 Jul 2020 | RTX Raytheon Technologies Corporation |
$15,001 - $50,000 | self | — | yes |
| — | BUY | 23 Jun 2020 | None JPMORgAN FEDERAL MONEY MARKET FUND |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 10 Jun 2020 | None JPMORgAN FEDERAL MONEY MARKET FUND |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 10 Jun 2020 | INFR Legg Mason global Infrastructure E |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 09 Jun 2020 | EFG iShares MSCI EAFE growth ETF (EFg) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 09 Jun 2020 | EFV iShares MSCI EAFE Value ETF (EFV) |
$15,001 - $50,000 | spouse | -7.2% | — |
| D | SELL | 09 Jun 2020 | IWM iShares Russell 2000 ETF (IWM) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 09 Jun 2020 | None JPMORgAN FEDERAL MONEY MARKET FUND |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 09 Jun 2020 | ISD PgIM High Yield bond Fund, Inc. (I |
$15,001 - $50,000 | spouse | -6.5% | — |
| D | BUY | 09 Jun 2020 | VV Vanguard Large-Cap ETF (VV) |
$1,001 - $15,000 | spouse | +0.8% | — |
| D | BUY | 02 Jun 2020 | PNC PNC Financial Services group, Inc. |
$15,001 - $50,000 | self | +53.2% | — |
| D | BUY | 01 Jun 2020 | PNC PNC Financial Services group, Inc. |
$15,001 - $50,000 | self | +53.2% | — |
| D | BUY | 01 Jun 2020 | PNC PNC Financial Services group, Inc. |
$15,001 - $50,000 | self | +53.2% | — |
| D | SELL | 01 Jun 2020 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 01 Jun 2020 | USB U.S. bancorp (USb) |
$50,001 - $100,000 | self | +22.4% | — |
| D | SELL | 01 Jun 2020 | VDC Vanguard Consumer Staples ETF (VDC |
$15,001 - $50,000 | self | — | — |
| E | BUY | 26 May 2020 | SKYY First Trust Cloud Computing ETF (S |
$15,001 - $50,000 | self | +8.5% | — |
| E | SELL | 26 May 2020 | GSLC goldman Sachs activebeta U.S. Larg |
$15,001 - $50,000 | self | — | — |
| E | SELL | 26 May 2020 | GSLC goldman Sachs activebeta U.S. Larg |
$15,001 - $50,000 | self | — | — |
| E | BUY | 26 May 2020 | USMC Principal U.S. Mega-Cap Multi- Fac |
$1,001 - $15,000 | self | -5.6% | — |
| E | BUY | 26 May 2020 | USMC Principal U.S. Mega-Cap Multi- Fac |
$15,001 - $50,000 | self | -5.6% | — |
| E | BUY | 26 May 2020 | USMC Principal U.S. Mega-Cap Multi- Fac |
$1,001 - $15,000 | self | -5.6% | — |
| E | BUY | 26 May 2020 | USMC Principal U.S. Mega-Cap Multi- Fac |
$15,001 - $50,000 | self | -5.6% | — |
| D | BUY | 26 May 2020 | BX The blackstone group Inc. Class a |
$50,001 - $100,000 | self | +32.3% | — |
| E | BUY | 26 May 2020 | BX The blackstone group Inc. Class a |
$15,001 - $50,000 | self | +32.3% | — |
| C | BUY | 19 May 2020 | AMZN amazon.com, Inc. (aMZN) |
$50,001 - $100,000 | self | -7.3% | yes |
| C | BUY | 19 May 2020 | AAPL apple Inc. (aaPL) |
$15,001 - $50,000 | self | +12.1% | yes |
| E | SELL | 19 May 2020 | BDX becton, dickinson and Company (bdX |
$15,001 - $50,000 | self | — | — |
| E | SELL | 19 May 2020 | CARR Carrier global Corporation (CaRR) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 19 May 2020 | SKYY First Trust Cloud Computing ETF (S |
$15,001 - $50,000 | self | +8.5% | — |
| E | BUY | 19 May 2020 | SKYY First Trust Cloud Computing ETF (S |
$15,001 - $50,000 | spouse | +8.5% | — |
| E | BUY | 19 May 2020 | SKYY First Trust Cloud Computing ETF (S |
$15,001 - $50,000 | self | +8.5% | — |
| E | BUY | 19 May 2020 | HD Home depot, Inc. (Hd) |
$15,001 - $50,000 | self | -11.5% | — |
| E | BUY | 19 May 2020 | ITOT iShares Core S&P Total U.S. Stock |
$15,001 - $50,000 | spouse | +3.5% | — |
| E | BUY | 19 May 2020 | JPM JP Morgan Chase & Co. (JPM) |
$15,001 - $50,000 | self | +16.0% | — |
| E | BUY | 19 May 2020 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | self | +16.0% | — |
| E | SELL | 19 May 2020 | OTIS otis Worldwide Corporation (oTIS) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 19 May 2020 | None PNC FINaNCIaL SERVICES UNSECUREd F |
$50,001 - $100,000 | self | — | — |
| E | BUY | 19 May 2020 | VIG Vanguard div appreciation ETF (VIg |
$15,001 - $50,000 | spouse | -4.6% | — |
| E | BUY | 19 May 2020 | VIG Vanguard div appreciation ETF (VIg |
$15,001 - $50,000 | self | -4.6% | — |
| C | BUY | 19 May 2020 | VZ Verizon Communications Inc. (VZ) |
$15,001 - $50,000 | self | -30.5% | yes |
| — | SELL | 12 May 2020 | None UIT FIRST TRUST dIVERSIFIEd INCoME |
$50,001 - $100,000 | spouse | — | — |
| E | BUY | 11 May 2020 | DRI darden Restaurants, Inc. (dRI) |
$15,001 - $50,000 | spouse | +37.6% | — |
| D | BUY | 11 May 2020 | JNJ Johnson & Johnson (JNJ) |
$15,001 - $50,000 | spouse | -16.9% | — |
| D | BUY | 11 May 2020 | PG Procter & gamble Company (Pg) |
$15,001 - $50,000 | spouse | -17.0% | — |
| — | SELL | 24 Apr 2020 | None boFa FIN LLC 0% 1Y: LKd To S&P 500 |
$50,001 - $100,000 | self | — | — |
| — | SELL | 24 Apr 2020 | None boFa FIN LLC 0% 1Y: LKd To S&P 500 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 23 Apr 2020 | None UIT INVESCo UNIT TRS CENT EQUITY T |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 22 Apr 2020 | None american Capital Income |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 22 Apr 2020 | None american Fundamental Investors |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 22 Apr 2020 | None american growth Fund |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 22 Apr 2020 | None american New Perspective Cl a |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 22 Apr 2020 | None american Tax-exempt bond Fd |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 22 Apr 2020 | CVX Chevron Corporation (CVX) |
$15,001 - $50,000 | spouse | -25.2% | — |
| D | BUY | 22 Apr 2020 | DUK duke Energy Corporation (dUK) |
$15,001 - $50,000 | spouse | -22.1% | — |
| D | BUY | 22 Apr 2020 | EMR Emerson Electric Company (EMR) |
$15,001 - $50,000 | spouse | +21.4% | — |
| — | BUY | 22 Apr 2020 | None Franklin Rising dividend Cl a |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 22 Apr 2020 | DGRO iShares Core dividend growth ETF ( |
$15,001 - $50,000 | spouse | -3.1% | — |
| D | BUY | 22 Apr 2020 | MPC Marathon Petroleum Corporation (MP |
$15,001 - $50,000 | spouse | +36.0% | — |
| B | BUY | 15 Apr 2020 | AMZN amazon.com, Inc. (aMZN) |
$15,001 - $50,000 | self | -7.6% | yes |
| C | BUY | 15 Apr 2020 | AMZN amazon.com, Inc. (aMZN) |
$15,001 - $50,000 | self | -7.6% | yes |
| B | BUY | 15 Apr 2020 | AAPL apple Inc. (aaPL) |
$15,001 - $50,000 | self | +27.6% | yes |
| B | BUY | 15 Apr 2020 | AAPL apple Inc. (aaPL) |
$50,001 - $100,000 | self | +27.6% | yes |
| — | BUY | 15 Apr 2020 | None JPMoRgaN CHaSE & Co FIXEd/FLoaT JR |
$50,001 - $100,000 | self | — | — |
| — | BUY | 15 Apr 2020 | None JPMoRgaN CHaSE & Co JR SUboRdINaTE |
$50,001 - $100,000 | self | — | — |
| — | BUY | 15 Apr 2020 | None JPMoRgaN CHaSE & Co JR SUboRdINaTE |
$50,001 - $100,000 | self | — | — |
| D | BUY | 15 Apr 2020 | VIG Vanguard div appreciation ETF (VIg |
$50,001 - $100,000 | self | -7.2% | — |
| D | BUY | 15 Apr 2020 | VIG Vanguard div appreciation ETF (VIg |
$50,001 - $100,000 | self | -7.2% | — |
| E | BUY | 15 Apr 2020 | VIG Vanguard div appreciation ETF (VIg |
$15,001 - $50,000 | self | -7.2% | — |
| D | BUY | 13 Apr 2020 | DRI darden Restaurants, Inc. (dRI) |
$15,001 - $50,000 | spouse | +51.8% | — |
| E | BUY | 06 Apr 2020 | AEP american Electric Power Company, I |
$15,001 - $50,000 | spouse | -37.8% | — |
| D | BUY | 06 Apr 2020 | DGRO iShares Core dividend growth ETF ( |
$15,001 - $50,000 | spouse | -3.1% | — |
| E | BUY | 06 Apr 2020 | DGRO iShares Core dividend growth ETF ( |
$1,001 - $15,000 | spouse | -3.1% | — |
| E | BUY | 06 Apr 2020 | DGRO iShares Core dividend growth ETF ( |
$1,001 - $15,000 | spouse | -3.1% | — |
| D | BUY | 06 Apr 2020 | SO Southern Company (So) |
$15,001 - $50,000 | spouse | -23.5% | — |
| — | SELL | 27 Mar 2020 | None baNK NoVa SCoTIa 0% EdP bC CaPPEd |
$50,001 - $100,000 | self | — | — |
| — | SELL | 27 Mar 2020 | None HSbC USa INC 0% EdP NTS LKd To EUR |
$15,001 - $50,000 | self | — | — |
| D | SELL | 18 Mar 2020 | AEP american Electric Power Company, I |
$15,001 - $50,000 | self | — | — |
| D | SELL | 18 Mar 2020 | DEO diageo plc (dEo) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Mar 2020 | DEO diageo plc (dEo) |
$1,001 - $15,000 | self | — | — |
| B | SELL | 18 Mar 2020 | NOC Northrop grumman Corporation (NoC) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 18 Mar 2020 | LUV Southwest airlines Company (LUV) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Mar 2020 | LUV Southwest airlines Company (LUV) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 18 Mar 2020 | DIA SPdR dow Jones Industrial average |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Mar 2020 | DIA SPdR dow Jones Industrial average |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Mar 2020 | VEA Vanguard FTSE developed Markets ET |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Mar 2020 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 18 Mar 2020 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 18 Mar 2020 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | — | — |
| C | SELL | 18 Mar 2020 | DIS Walt disney Company (dIS) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 11 Mar 2020 | MMM 3M Company (MMM) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 11 Mar 2020 | GSLC goldman Sachs activebeta U.S. Larg |
$50,001 - $100,000 | self | — | — |
| E | SELL | 11 Mar 2020 | SDY SPdR S&P dividend ETF (SdY) |
$15,001 - $50,000 | self | — | — |
| D | SELL | 11 Mar 2020 | SDY SPdR S&P dividend ETF (SdY) |
$100,001 - $250,000 | self | — | — |
| D | SELL | 11 Mar 2020 | SDY SPdR S&P dividend ETF (SdY) |
$50,001 - $100,000 | self | — | — |
| D | SELL | 11 Mar 2020 | TRV The Travelers Companies, Inc. (TRV |
$1,001 - $15,000 | self | — | — |
| E | SELL | 11 Mar 2020 | VDC Vanguard Consumer Staples ETF (VdC |
$15,001 - $50,000 | self | — | — |
| E | SELL | 11 Mar 2020 | VIG Vanguard div appreciation ETF (VIg |
$15,001 - $50,000 | self | — | — |
| D | SELL | 11 Mar 2020 | VIG Vanguard div appreciation ETF (VIg |
$50,001 - $100,000 | self | — | — |
| D | SELL | 10 Mar 2020 | FDN First Trust dJ Internet Index Fund |
$50,001 - $100,000 | self | — | — |
| D | SELL | 10 Mar 2020 | VDC Vanguard Consumer Staples ETF (VdC |
$15,001 - $50,000 | self | — | — |
| D | SELL | 10 Mar 2020 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | — | — |
| — | SELL | 28 Feb 2020 | None baRCLaYS bK PLC 0% bLS CaPPEd LEVE |
$50,001 - $100,000 | self | — | — |
| — | SELL | 28 Feb 2020 | None baRCLaYS bK PLC 0% bLS CaPPEd LEVE |
$50,001 - $100,000 | self | — | — |
| D | SELL | 26 Feb 2020 | FDL First Trust Morningstar ETF (FdL) |
$15,001 - $50,000 | self | — | — |
| D | SELL | 25 Feb 2020 | FDL First Trust Morningstar ETF (FdL) |
$15,001 - $50,000 | self | — | — |
| D | BUY | 25 Feb 2020 | VPU Vanguard Utilities ETF (VPU) |
$50,001 - $100,000 | self | -40.7% | — |
| — | SELL | 24 Feb 2020 | None baNK NoVa SCoTIa 0% bLS bC CaPPEd |
$50,001 - $100,000 | self | — | — |
| — | SELL | 24 Feb 2020 | None baNK NoVa SCoTIa 0% bLS bC CaPPEd |
$50,001 - $100,000 | self | — | — |
| — | SELL | 24 Feb 2020 | None baRCLaYS bK PLC 0% bLS CaPPEd LEVE |
$50,001 - $100,000 | self | — | — |
| — | SELL | 24 Feb 2020 | None baRCLaYS bK PLC 0% bLS CaPPEd LEVE |
$50,001 - $100,000 | self | — | — |
| — | SELL | 24 Feb 2020 | None boFa FIN LLC 0% bLS LKd To S&P 500 |
$50,001 - $100,000 | self | — | — |
| — | SELL | 24 Feb 2020 | None boFa FIN LLC 0% bLS LKd To S&P 500 |
$50,001 - $100,000 | self | — | — |
| D | SELL | 24 Feb 2020 | FDN First Trust dJ Internet Index Fund |
$50,001 - $100,000 | self | — | — |
| E | SELL | 24 Feb 2020 | FDN First Trust dJ Internet Index Fund |
$50,001 - $100,000 | self | — | — |
| E | SELL | 24 Feb 2020 | FDL First Trust Morningstar ETF (FdL) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 24 Feb 2020 | FDL First Trust Morningstar ETF (FdL) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 24 Feb 2020 | GSLC goldman Sachs activebeta U.S. Larg |
$100,001 - $250,000 | self | — | — |
| E | SELL | 24 Feb 2020 | GSLC goldman Sachs activebeta U.S. Larg |
$100,001 - $250,000 | self | — | — |
| — | SELL | 24 Feb 2020 | None HSbC USa INC 0% bLS aUToCaLL LKd E |
$50,001 - $100,000 | self | — | — |
| — | SELL | 24 Feb 2020 | None HSbC USa INC 0% bLS aUToCaLL LKd E |
$50,001 - $100,000 | self | — | — |
| E | SELL | 24 Feb 2020 | USMC Principal U.S. Mega-Cap Multi- Fac |
$100,001 - $250,000 | self | — | — |
| E | SELL | 24 Feb 2020 | USMC Principal U.S. Mega-Cap Multi- Fac |
$100,001 - $250,000 | self | — | — |
| E | SELL | 24 Feb 2020 | SPY SPdR S&P 500 (SPY) |
$100,001 - $250,000 | self | — | — |
| E | SELL | 24 Feb 2020 | SPY SPdR S&P 500 (SPY) |
$100,001 - $250,000 | self | — | — |
| E | SELL | 24 Feb 2020 | SDY SPdR S&P dividend ETF (SdY) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 24 Feb 2020 | SDY SPdR S&P dividend ETF (SdY) |
$50,001 - $100,000 | self | — | — |
| E | SELL | 24 Feb 2020 | VDC Vanguard Consumer Staples ETF (VdC |
$100,001 - $250,000 | self | — | — |
| E | SELL | 24 Feb 2020 | VDC Vanguard Consumer Staples ETF (VdC |
$100,001 - $250,000 | self | — | — |
| E | SELL | 24 Feb 2020 | VIG Vanguard div appreciation ETF (VIg |
$50,001 - $100,000 | self | — | — |
| E | SELL | 24 Feb 2020 | VIG Vanguard div appreciation ETF (VIg |
$50,001 - $100,000 | self | — | — |
| E | SELL | 24 Feb 2020 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 24 Feb 2020 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | — | — |
| D | SELL | 18 Feb 2020 | FDL First Trust Morningstar ETF (FdL) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 18 Feb 2020 | FDL First Trust Morningstar ETF (FdL) |
$15,001 - $50,000 | self | — | — |
| D | BUY | 18 Feb 2020 | GSLC goldman Sachs activebeta U.S. Larg |
$15,001 - $50,000 | self | -4.0% | — |
| D | BUY | 18 Feb 2020 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | -40.7% | — |
| D | SELL | 10 Feb 2020 | CSQ Calamos Strategic Total Return Fun |
$1,001 - $15,000 | self | — | — |
| E | BUY | 10 Feb 2020 | GSLC goldman Sachs activebeta U.S. Larg |
$15,001 - $50,000 | self | -4.0% | — |
| E | BUY | 10 Feb 2020 | GSLC goldman Sachs activebeta U.S. Larg |
$15,001 - $50,000 | self | -4.0% | — |
| D | BUY | 10 Feb 2020 | QQQ Invesco QQQ Trust, Series 1 (QQQ) |
$15,001 - $50,000 | self | +17.6% | — |
| D | BUY | 10 Feb 2020 | USMC Principal U.S. Mega-Cap Multi- Fac |
$15,001 - $50,000 | self | -10.0% | — |
| D | BUY | 10 Feb 2020 | DIA SPdR dow Jones Industrial average |
$1,001 - $15,000 | self | -6.4% | — |
| D | BUY | 10 Feb 2020 | SPY SPdR S&P 500 (SPY) |
$15,001 - $50,000 | self | +0.0% | — |
| E | BUY | 10 Feb 2020 | SDY SPdR S&P dividend ETF (SdY) |
$15,001 - $50,000 | self | -8.4% | — |
| D | BUY | 10 Feb 2020 | VDC Vanguard Consumer Staples ETF (VdC |
$15,001 - $50,000 | self | -24.2% | — |
| E | BUY | 10 Feb 2020 | VIG Vanguard div appreciation ETF (VIg |
$15,001 - $50,000 | self | -11.4% | — |
| E | BUY | 10 Feb 2020 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | -40.7% | — |
| E | BUY | 10 Feb 2020 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | -40.7% | — |
| — | SELL | 31 Jan 2020 | None baNK NoVa SCoTIa 0% 1Y: b C LKD S& |
$50,001 - $100,000 | self | — | — |
| — | SELL | 31 Jan 2020 | None boFa FIN LLC 0% 1Y: aCCELERaTED RE |
$100,001 - $250,000 | self | — | — |
| — | BUY | 16 Jan 2020 | None american balanced Fund Class a |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 16 Jan 2020 | IVZ Invesco Ltd (IVZ) |
$1,001 - $15,000 | spouse | +13.1% | — |
| — | BUY | 30 Dec 2019 | None JPMoRgaN FEDERaL MoNEY MaRKET FUND |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 23 Dec 2019 | None JPMoRgaN FEDERaL MoNEY MaRKET FUND |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 20 Dec 2019 | None baNK NoVa SCoTIa b 0EDP C aCLRTD R |
$50,001 - $100,000 | self | — | — |
| — | SELL | 12 Dec 2019 | None CREDIT SUISSE ag 0% EDP LoNDoN bRH |
$50,001 - $100,000 | self | — | — |
| D | SELL | 12 Dec 2019 | IVZ Invesco Ltd (IVZ) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 10 Dec 2019 | GSLC goldman Sachs activebeta U.S. Larg |
$15,001 - $50,000 | self | +0.0% | — |
| D | SELL | 10 Dec 2019 | CWB SPDR bloomberg barclays Convertibl |
$50,001 - $100,000 | self | — | — |
| D | SELL | 10 Dec 2019 | VPU Vanguard Utilities ETF (VPU) |
$15,001 - $50,000 | self | — | — |
| D | BUY | 03 Dec 2019 | GSLC goldman Sachs activebeta U.S. Larg |
$1,001 - $15,000 | self | +0.0% | — |
| E | BUY | 03 Dec 2019 | GSLC goldman Sachs activebeta U.S. Larg |
$15,001 - $50,000 | self | +0.0% | — |
| D | SELL | 03 Dec 2019 | CWB SPDR bloomberg barclays Convertibl |
$15,001 - $50,000 | self | — | — |
| D | SELL | 03 Dec 2019 | CWB SPDR bloomberg barclays Convertibl |
$50,001 - $100,000 | self | — | — |
| D | BUY | 03 Dec 2019 | SDY SPDR S&P Dividend ETF (SDY) |
$15,001 - $50,000 | self | -13.5% | — |
| D | BUY | 03 Dec 2019 | VIG Vanguard Div appreciation ETF (VIg |
$15,001 - $50,000 | self | -6.6% | — |
| E | BUY | 03 Dec 2019 | VIG Vanguard Div appreciation ETF (VIg |
$15,001 - $50,000 | self | -6.6% | — |
Click any row for the full trade breakdown.