$759 Million is the total value of Baystate Wealth Management LLC's 632 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 13.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPDW | Sell | SPDR S&P WORLD EX USetf | $132,274,000 | -2.2% | 4,505,258 | -1.0% | 17.43% | -1.8% |
PRF | Buy | INVESCO FTSE RAFI US 1000 ETFetf | $105,961,000 | +3.1% | 899,044 | +2.6% | 13.96% | +3.6% |
IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $80,696,000 | +2.1% | 926,904 | +1.5% | 10.63% | +2.6% |
IWR | Buy | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $79,012,000 | -0.4% | 1,412,196 | +0.3% | 10.41% | +0.1% |
SPSB | Buy | SPDR BARCLAYS CAPITAL SHORT TERM CORP BDetf | $66,258,000 | +2.5% | 2,147,737 | +2.0% | 8.73% | +3.0% |
AMLP | Buy | ALPS TRUST ETF ALERIAN MLPetf | $45,147,000 | +1.5% | 4,939,460 | +9.6% | 5.95% | +2.0% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $42,382,000 | -5.3% | 1,052,709 | +1.5% | 5.58% | -4.8% |
GWX | Sell | SPDR INDEX SHS FDS S&P INTL SMALL CAP ETFetf | $35,465,000 | -2.9% | 1,206,700 | -0.5% | 4.67% | -2.4% |
IWN | Sell | ISHARES RUSSELL 2000 VALUEetf | $29,842,000 | -1.7% | 249,909 | -0.4% | 3.93% | -1.2% |
BIL | Buy | SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETFetf | $22,978,000 | +1.5% | 250,882 | +1.3% | 3.03% | +2.0% |
SHY | Buy | ISHARES 1 3 YR TREASURY BOND ETFetf | $7,507,000 | +4.2% | 88,507 | +3.9% | 0.99% | +4.7% |
IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $6,036,000 | -3.2% | 98,832 | -2.1% | 0.80% | -2.8% |
DOL | Sell | WISDOMTREE TR INTL LARGECAP DIVID FDetf | $5,460,000 | -13.5% | 118,831 | -11.0% | 0.72% | -13.2% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $4,469,000 | +4.5% | 123,074 | +4.4% | 0.59% | +5.0% |
AAPL | Sell | APPLE INCstock | $4,369,000 | +8.4% | 19,507 | -2.4% | 0.58% | +9.1% |
SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFetf | $4,336,000 | +1.5% | 79,150 | -0.9% | 0.57% | +2.0% |
EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $4,253,000 | -12.2% | 104,053 | -6.7% | 0.56% | -11.8% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $3,775,000 | -8.6% | 29,174 | -1.6% | 0.50% | -8.3% |
SDY | Buy | SPDR SER TR S&P DIVID ETFetf | $3,358,000 | +4.1% | 32,733 | +2.7% | 0.44% | +4.5% |
DSI | Buy | ISHARES TR KLD 400 SOCIAL INDEX FDetf | $2,919,000 | +28.6% | 26,316 | +27.8% | 0.38% | +29.2% |
MSFT | Buy | MICROSOFTstock | $2,716,000 | +6.2% | 19,537 | +3.7% | 0.36% | +6.9% |
SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $2,569,000 | +4.2% | 44,890 | +5.2% | 0.34% | +4.6% |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $2,187,000 | +4.9% | 62,707 | +1.9% | 0.29% | +5.5% |
ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $2,170,000 | +8.3% | 33,838 | +9.2% | 0.29% | +8.7% |
SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $2,151,000 | +6.7% | 50,461 | +5.3% | 0.28% | +7.2% |
MGA | Buy | MAGNA INTL INC CL Astock | $1,774,000 | +10.1% | 33,268 | +0.4% | 0.23% | +10.9% |
SPY | Sell | SPDR S&P 500 ETFetf | $1,681,000 | -12.9% | 5,666 | -13.2% | 0.22% | -12.6% |
AMJ | Sell | JP MORGAN ALERIAN MLP ETNetf | $1,496,000 | -66.2% | 64,280 | -63.8% | 0.20% | -66.1% |
WMT | Buy | WALMART INC COMstock | $1,328,000 | +7.7% | 11,191 | +0.4% | 0.18% | +8.0% |
AMT | Sell | AMERICAN TOWER CORPreit | $1,321,000 | +1.1% | 5,974 | -7.5% | 0.17% | +1.8% |
AMZN | Buy | AMAZON.COM INCstock | $1,243,000 | +9.1% | 716 | +2.7% | 0.16% | +10.1% |
PFE | Sell | PFIZER INC COMstock | $1,220,000 | -26.9% | 33,959 | -10.9% | 0.16% | -26.5% |
PG | Buy | PROCTER & GAMBLE CO COMstock | $1,168,000 | +22.8% | 9,387 | +9.1% | 0.15% | +23.2% |
UNP | Sell | UNION PACIFIC CORP COMstock | $1,151,000 | -6.5% | 7,107 | -1.7% | 0.15% | -5.6% |
XOM | Sell | EXXON MOBIL CORP COMstock | $1,031,000 | -14.2% | 14,601 | -7.0% | 0.14% | -13.9% |
IGSB | Buy | ISHARES 1 3 YR CREDIT BOND ETFetf | $953,000 | +2.3% | 17,754 | +1.6% | 0.13% | +3.3% |
EFA | Sell | ISHARES MSCI EAFE ETFetf | $941,000 | -2.0% | 14,428 | -0.7% | 0.12% | -1.6% |
IDV | New | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $875,000 | – | 28,470 | +100.0% | 0.12% | – |
VZ | Sell | VERIZON COMMUNICATIONSstock | $856,000 | -2.8% | 14,180 | -8.8% | 0.11% | -2.6% |
ILCG | Buy | ISHARES MORNINGSTAR LARGE GROWTH ETFetf | $838,000 | -0.9% | 4,376 | +0.1% | 0.11% | -0.9% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $754,000 | +0.1% | 6,409 | -3.3% | 0.10% | 0.0% |
HD | Buy | HOME DEPOTstock | $737,000 | +10.7% | 3,177 | +0.3% | 0.10% | +11.5% |
IOO | Buy | ISHARES TR S&P GLOBAL 100 INDEXFDetf | $739,000 | +0.4% | 14,942 | +0.0% | 0.10% | 0.0% |
DIS | Buy | DISNEY WALT CO COM DISNEYstock | $717,000 | -6.5% | 5,501 | +1.6% | 0.09% | -6.9% |
FB | Sell | FACEBOOK INC CL Astock | $709,000 | -17.1% | 3,982 | -10.2% | 0.09% | -17.0% |
VTWO | Buy | VANGUARD RUSSELL2000 INDEX FD ETFetf | $702,000 | -3.2% | 5,771 | +0.0% | 0.09% | -3.2% |
DE | Buy | DEERE & CO COMstock | $699,000 | +2.6% | 4,144 | +0.5% | 0.09% | +3.4% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $679,000 | -20.2% | 3,266 | -17.7% | 0.09% | -20.5% |
QQQ | Buy | POWERSHARES QQQ TRetf | $669,000 | 0.0% | 3,544 | +0.2% | 0.09% | 0.0% |
NUMV | Buy | NUVEEN ESG MID CAP VALUE ETFetf | $629,000 | +19.8% | 21,661 | +18.3% | 0.08% | +20.3% |
PEP | Buy | PEPSICO INC COMstock | $624,000 | +8.0% | 4,551 | +3.8% | 0.08% | +7.9% |
NUMG | Buy | NUVEEN ESG MID CAP GROWTH ETFetf | $623,000 | +12.9% | 19,021 | +17.0% | 0.08% | +13.9% |
BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $624,000 | -3.1% | 2 | 0.0% | 0.08% | -2.4% | |
GOOGL | Sell | GOOGLE INCstock | $598,000 | +2.2% | 490 | -7.9% | 0.08% | +2.6% |
BIIB | Sell | BIOGEN IDEC INCstock | $594,000 | -2.0% | 2,553 | -0.7% | 0.08% | -1.3% |
IBM | Sell | INTL BUSINESS MACHINESstock | $567,000 | +3.1% | 3,900 | -0.7% | 0.08% | +4.2% |
XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDRetf | $561,000 | +8.1% | 9,134 | +2.8% | 0.07% | +8.8% |
ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $565,000 | +5.4% | 17,372 | +11.5% | 0.07% | +5.7% |
IVV | Buy | ISHARES S&P 500 INDEXetf | $555,000 | +433.7% | 1,858 | +432.4% | 0.07% | +421.4% |
IWX | Buy | ISHARES RUSSELL TOP 200 VALUE ETFetf | $518,000 | +27.6% | 9,465 | +27.7% | 0.07% | +28.3% |
EZU | Buy | ISHARES INC MSCI EMUINDEX FDetf | $505,000 | +0.6% | 12,988 | +2.5% | 0.07% | +1.5% |
EWJ | Buy | ISHARES MSCI JAPAN ETFetf | $506,000 | +5.4% | 8,918 | +2.8% | 0.07% | +6.3% |
GRPU | Buy | GRANITE REAL ESTATE INC COM NPV ISIN CA3874311093 SEDOL B89VGB2stock | $484,000 | +5.7% | 9,985 | +0.8% | 0.06% | +6.7% |
CSCO | Sell | CISCO SYS INCstock | $469,000 | -21.8% | 9,500 | -7.1% | 0.06% | -21.5% |
VO | Sell | VANGUARD MID CAPetf | $458,000 | -6.0% | 2,732 | -5.5% | 0.06% | -6.2% |
MRK | Buy | MERCK & CO INCstock | $444,000 | +1.8% | 5,269 | +1.9% | 0.06% | +1.8% |
BAC | Sell | BANK AMER CORP COMstock | $429,000 | -7.5% | 14,700 | -6.8% | 0.06% | -6.6% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $416,000 | -5.9% | 2,603 | -6.2% | 0.06% | -5.2% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $418,000 | +15.5% | 343 | +3.9% | 0.06% | +17.0% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $410,000 | +39.9% | 3,433 | +35.9% | 0.05% | +42.1% |
FISV | Sell | FISERV INCstock | $413,000 | -5.5% | 3,988 | -15.5% | 0.05% | -5.3% |
VTV | Buy | VANGUARD VALUE ETFetf | $409,000 | +1.0% | 3,667 | +1.1% | 0.05% | +1.9% |
ESML | Buy | ISHARES ESG MSCI USA SMALL CAP ETFetf | $400,000 | +8.4% | 14,975 | +9.9% | 0.05% | +10.4% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $403,000 | -7.6% | 1,729 | -19.0% | 0.05% | -7.0% |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $389,000 | -1.0% | 3,030 | -1.2% | 0.05% | -1.9% |
ABT | Buy | ABBOTT LABS COMstock | $379,000 | +2.7% | 4,529 | +3.7% | 0.05% | +4.2% |
VBR | Sell | VANGUARD SMALL CAP VALUE ETFetf | $373,000 | -9.2% | 2,898 | -7.6% | 0.05% | -9.3% |
IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $354,000 | -0.8% | 1,834 | +0.1% | 0.05% | 0.0% |
UPS | Sell | UNITED PARCEL SERVICE INCstock | $350,000 | -5.7% | 2,925 | -18.9% | 0.05% | -6.1% |
SBUX | Buy | STARBUCKS CORPstock | $350,000 | +7.0% | 3,960 | +2.2% | 0.05% | +7.0% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $332,000 | +361.1% | 1,140 | +375.0% | 0.04% | +388.9% |
VUG | Buy | VANGUARD GROWTH ETFetf | $316,000 | +1.3% | 1,899 | +0.4% | 0.04% | +2.4% |
TD | Buy | TORONTO DOMINION BANKstock | $307,000 | +0.3% | 5,261 | +0.7% | 0.04% | 0.0% |
V | Sell | VISA INCstock | $303,000 | -19.4% | 1,764 | -18.4% | 0.04% | -18.4% |
KO | Buy | COCA COLA CO COMstock | $303,000 | +19.3% | 5,561 | +12.7% | 0.04% | +21.2% |
ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $305,000 | 0.0% | 1,851 | +0.1% | 0.04% | 0.0% |
MGC | Buy | VANGUARD MEGA CAP ETFetf | $295,000 | +1.4% | 2,866 | +0.5% | 0.04% | +2.6% |
AMGN | Sell | AMGEN INCstock | $295,000 | +3.1% | 1,525 | -0.5% | 0.04% | +2.6% |
MDY | Buy | S & P MID CAP 400 DEP RCPTS MID CAPetf | $298,000 | -0.3% | 844 | +0.4% | 0.04% | 0.0% |
T | Buy | AT&T INC COMstock | $289,000 | +15.1% | 7,625 | +1.4% | 0.04% | +15.2% |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $278,000 | -16.0% | 1,721 | -13.3% | 0.04% | -14.0% |
CVX | Buy | CHEVRON CORP NEW COMstock | $283,000 | -4.1% | 2,383 | +1.0% | 0.04% | -5.1% |
DHR | Sell | DANAHER CORPstock | $276,000 | -17.1% | 1,910 | -17.4% | 0.04% | -18.2% |
HON | Buy | HONEYWELL INTL INCstock | $270,000 | -0.7% | 1,595 | +3.7% | 0.04% | 0.0% |
SYK | Buy | STRYKER CORPstock | $264,000 | +4.8% | 1,221 | +0.2% | 0.04% | +6.1% |
ABBV | Sell | ABBVIE INC COMstock | $254,000 | -15.1% | 3,361 | -17.6% | 0.03% | -15.4% |
ORCL | Sell | ORACLE CORPORATIONstock | $253,000 | -12.5% | 4,598 | -7.8% | 0.03% | -13.2% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $237,000 | +26.7% | 5,254 | +19.7% | 0.03% | +24.0% |
MMM | Buy | 3M CO COMstock | $230,000 | -3.4% | 1,398 | +2.1% | 0.03% | -3.2% |
INTC | Sell | INTEL CORP COMstock | $230,000 | -24.3% | 4,469 | -29.3% | 0.03% | -25.0% |
UTX | Sell | UNITED TECHNOLOGIES CORP COMstock | $220,000 | -14.4% | 1,613 | -17.7% | 0.03% | -14.7% |
SHV | Buy | ISHARES TR LEHMAN SHORT TREA BDFDetf | $209,000 | +0.5% | 1,891 | +0.6% | 0.03% | +3.7% |
LMT | Buy | LOCKHEED MARTIN CORPstock | $205,000 | +16.5% | 526 | +8.2% | 0.03% | +17.4% |
LOW | Buy | LOWES COS INC COMstock | $208,000 | +8.3% | 1,890 | +0.4% | 0.03% | +8.0% |
GPN | Buy | GLOBAL PAYMENTS INCstock | $202,000 | -1.9% | 1,270 | +0.1% | 0.03% | 0.0% |
SLYV | Buy | SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETFetf | $207,000 | +1.0% | 3,383 | +0.4% | 0.03% | 0.0% |
NKE | Sell | NIKE INC CLASS Bstock | $208,000 | 0.0% | 2,210 | -9.1% | 0.03% | 0.0% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $207,000 | +80.0% | 2,159 | +64.9% | 0.03% | +80.0% |
VOT | Buy | VANGUARD MID CAP GROWTH ETFetf | $197,000 | +15.9% | 1,331 | +18.2% | 0.03% | +18.2% |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $192,000 | +19.3% | 350 | +0.3% | 0.02% | +19.0% |
YUM | Buy | YUM! BRANDS INCstock | $193,000 | +3.8% | 1,697 | +0.1% | 0.02% | +4.2% |
MCD | Buy | MCDONALDS CORP COMstock | $172,000 | +13.2% | 802 | +9.1% | 0.02% | +15.0% |
IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $171,000 | +8.2% | 2,199 | +9.6% | 0.02% | +9.5% |
MA | Buy | MASTERCARD INCstock | $169,000 | +40.8% | 622 | +38.2% | 0.02% | +37.5% |
GD | Sell | GENERAL DYNAMICS CORP COMstock | $165,000 | -4.1% | 901 | -4.3% | 0.02% | -4.3% |
ACN | Sell | ACCENTURE LTD BERMUDA CL Astock | $170,000 | -86.1% | 884 | -86.5% | 0.02% | -86.2% |
BA | Sell | BOEING CO COMstock | $163,000 | -21.3% | 427 | -26.6% | 0.02% | -22.2% |
BRKL | Buy | BROOKLINE BANCORP INC CMNstock | $162,000 | -2.4% | 10,979 | +0.8% | 0.02% | -4.5% |
VNQ | Buy | VANGUARD REIT INDEX ETFetf | $158,000 | +7800.0% | 1,689 | +6656.0% | 0.02% | – |
CRM | Sell | SALESFORCE COMstock | $151,000 | -25.6% | 1,015 | -22.8% | 0.02% | -25.9% |
VOE | Buy | VANGUARD INDEX FDS MID CAP VALUE INDEX VIPER SHS ETFetf | $155,000 | +2.0% | 1,374 | +1.0% | 0.02% | 0.0% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $148,000 | -22.1% | 945 | -24.4% | 0.02% | -24.0% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $148,000 | +26.5% | 1,252 | +33.3% | 0.02% | +26.7% |
GDXJ | Buy | MARKET VECTORS ETF TR JR GOLD MINERS ETF NEWetf | $139,000 | +8.6% | 3,847 | +0.0% | 0.02% | +5.9% |
IAU | Buy | ISHARES GOLD TRUST ETFetf | $134,000 | +31.4% | 9,495 | +23.0% | 0.02% | +38.5% |
TXN | Buy | TEXAS INSTRS INC COMstock | $137,000 | +33.0% | 1,064 | +21.6% | 0.02% | +28.6% |
LEA | Buy | LEAR CORPstock | $133,000 | -14.2% | 1,129 | +0.6% | 0.02% | -10.0% |
MO | Sell | ALTRIA GROUP INC COMstock | $130,000 | -18.8% | 3,167 | -5.3% | 0.02% | -19.0% |
BAX | BAXTER INTL INC COMstock | $128,000 | +6.7% | 1,463 | 0.0% | 0.02% | +6.2% | |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $130,000 | +0.8% | 859 | +0.5% | 0.02% | 0.0% |
SLVP | Buy | ISHARES INC MSCI GLOBAL SILVER MINERS FDetf | $126,000 | +7.7% | 13,071 | +0.0% | 0.02% | +13.3% |
CI | CIGNA CORPstock | $128,000 | -4.5% | 843 | 0.0% | 0.02% | -5.6% | |
ES | Buy | EVERSOURCE ENERGY COMstock | $124,000 | +13.8% | 1,450 | +0.6% | 0.02% | +14.3% |
DEO | Buy | DIAGEO PLCadr | $125,000 | +5.9% | 764 | +10.6% | 0.02% | +6.7% |
SYY | Buy | SYSCO CORP COMstock | $121,000 | +13.1% | 1,525 | +0.5% | 0.02% | +14.3% |
ET | ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPstock | $121,000 | -7.6% | 9,257 | 0.0% | 0.02% | -5.9% | |
IYW | Buy | ISHARES DJ US TECHNOLOGYetf | $124,000 | +1.6% | 608 | +0.3% | 0.02% | 0.0% |
CBT | Buy | CABOT CORP COMstock | $118,000 | -5.6% | 2,612 | +0.8% | 0.02% | 0.0% |
PKI | PERKINELMER INC COMstock | $120,000 | -12.4% | 1,405 | 0.0% | 0.02% | -11.1% | |
RDSA | Sell | ROYAL DUTCH SHELL PLC ADRadr | $122,000 | -9.6% | 2,067 | -0.0% | 0.02% | -11.1% |
RGLD | Buy | ROYAL GOLD INCstock | $125,000 | +22.5% | 1,013 | +0.1% | 0.02% | +23.1% |
CLX | Buy | CLOROX CO DEL COMstock | $111,000 | 0.0% | 734 | +0.7% | 0.02% | 0.0% |
AVGO | Buy | AVAGO TECHNOLOGIES LTDstock | $114,000 | -7.3% | 414 | +1.0% | 0.02% | -6.2% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $116,000 | +100.0% | 2,823 | +102.5% | 0.02% | +87.5% |
BDX | Buy | BECTON DICKINSON & CO COMstock | $114,000 | 0.0% | 451 | +0.4% | 0.02% | 0.0% |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $115,000 | +4.5% | 518 | +8.1% | 0.02% | +7.1% |
EBSB | Buy | MERIDIAN INTERSTATE BANCstock | $114,000 | +4.6% | 6,079 | +0.4% | 0.02% | +7.1% |
PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $103,000 | -23.7% | 738 | -23.8% | 0.01% | -22.2% |
ADBE | ADOBE SYS INCstock | $107,000 | -8.5% | 388 | 0.0% | 0.01% | -6.7% | |
PAYX | Buy | PAYCHEX INCstock | $107,000 | -0.9% | 1,299 | +0.8% | 0.01% | 0.0% |
PPG | Sell | PPG INDS INC COMstock | $96,000 | -23.8% | 813 | -23.4% | 0.01% | -23.5% |
INDB | Buy | INDEPENDENT BANK CORP MAstock | $97,000 | -1.0% | 1,303 | +0.6% | 0.01% | 0.0% |
MS | Buy | MORGAN STANLEYstock | $101,000 | -2.9% | 2,378 | +0.9% | 0.01% | -7.1% |
UNH | Sell | UNITEDHEALTH GROUPstock | $96,000 | -17.2% | 443 | -6.7% | 0.01% | -13.3% |
TJX | Buy | TJX COS INC NEW COMstock | $93,000 | +24.0% | 1,665 | +18.2% | 0.01% | +20.0% |
CSX | Sell | CSX CORPstock | $89,000 | -30.5% | 1,291 | -20.5% | 0.01% | -29.4% |
EMR | Buy | EMERSON ELEC CO COMstock | $87,000 | 0.0% | 1,303 | +0.1% | 0.01% | 0.0% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L Pstock | $85,000 | -5.6% | 2,984 | -3.9% | 0.01% | -8.3% |
CL | Buy | COLGATE PALMOLIVE CO COMstock | $84,000 | +2.4% | 1,139 | +0.6% | 0.01% | 0.0% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $83,000 | +1560.0% | 396 | +1366.7% | 0.01% | +1000.0% |
VTWV | New | VANGUARD RUSSELL 2000 VALUE ETFetf | $87,000 | – | 829 | +100.0% | 0.01% | – |
SO | Sell | SOUTHERN CO COMstock | $85,000 | +3.7% | 1,384 | -7.2% | 0.01% | 0.0% |
PM | Sell | PHILIP MORRIS INTL INCstock | $85,000 | -6.6% | 1,124 | -3.7% | 0.01% | -8.3% |
IDXX | IDEXX LABS INCstock | $80,000 | -2.4% | 294 | 0.0% | 0.01% | 0.0% | |
NSC | Buy | NORFOLK SOUTHERN CRPstock | $86,000 | -10.4% | 479 | +0.2% | 0.01% | -15.4% |
CMA | Buy | COMERICA INC COMstock | $82,000 | -8.9% | 1,237 | +0.1% | 0.01% | -8.3% |
WPC | Buy | W P CAREY INC COMreit | $82,000 | +30.2% | 915 | +16.6% | 0.01% | +37.5% |
MDT | Buy | MEDTRONIC PLC SHSstock | $82,000 | +28.1% | 756 | +15.8% | 0.01% | +37.5% |
PYPL | PAYPAL HLDGS INC COMstock | $80,000 | -10.1% | 770 | 0.0% | 0.01% | -8.3% | |
DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $82,000 | +2.5% | 805 | +1.0% | 0.01% | +10.0% |
GS | Buy | GOLDMAN SACHS GROUP INCstock | $83,000 | 0.0% | 401 | +0.8% | 0.01% | 0.0% |
IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADSadr | $81,000 | -9.0% | 1,304 | 0.0% | 0.01% | -8.3% | |
C | Buy | CITIGROUP INCstock | $79,000 | +75.6% | 1,143 | +80.3% | 0.01% | +66.7% |
COP | Sell | CONOCOPHILLIPS COMstock | $78,000 | -13.3% | 1,376 | -6.8% | 0.01% | -16.7% |
IEMG | ISHARES CORE MSCI EMERGING MKTSetf | $78,000 | -6.0% | 1,600 | 0.0% | 0.01% | -9.1% | |
RTN | Buy | RAYTHEON CO COM NEWstock | $78,000 | +225.0% | 400 | +181.7% | 0.01% | +233.3% |
PKG | Buy | PACKAGING CORP OF AMERICAstock | $75,000 | +8.7% | 711 | +0.9% | 0.01% | +11.1% |
CVS | Buy | CVS HEALTH CORP COMstock | $76,000 | +15.2% | 1,209 | +0.1% | 0.01% | +11.1% |
SLB | Buy | SCHLUMBERGER LTD COMstock | $73,000 | -12.0% | 2,128 | +1.1% | 0.01% | -9.1% |
VOO | Buy | VANGUARD S&P 500 ETFetf | $73,000 | +58.7% | 269 | +60.1% | 0.01% | +66.7% |
MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $69,000 | -5.5% | 1,038 | -8.4% | 0.01% | -10.0% |
NFLX | NETFLIX INC COMstock | $65,000 | -28.6% | 242 | 0.0% | 0.01% | -25.0% | |
BLK | Sell | BLACKROCK INCstock | $72,000 | -10.0% | 162 | -3.6% | 0.01% | -10.0% |
IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $69,000 | 0.0% | 381 | +0.5% | 0.01% | 0.0% |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $70,000 | +6.1% | 764 | +0.3% | 0.01% | 0.0% |
SCHW | Buy | CHARLES SCHWAB CORPstock | $61,000 | +3.4% | 1,450 | +0.5% | 0.01% | 0.0% |
D | Buy | DOMINION RESOURCES INCstock | $60,000 | +5.3% | 744 | +0.1% | 0.01% | +14.3% |
FAST | Sell | FASTENAL COstock | $57,000 | -40.6% | 1,757 | -40.3% | 0.01% | -38.5% |
OAK | OAKTREE CAP GROUP LLC UNITS CL Astock | $62,000 | +3.3% | 1,206 | 0.0% | 0.01% | 0.0% | |
XLF | Sell | FINANCIAL SELECT SECTOR SPDRetf | $59,000 | -4.8% | 2,119 | -4.7% | 0.01% | 0.0% |
BBY | BEST BUY INC COMstock | $64,000 | -1.5% | 929 | 0.0% | 0.01% | -11.1% | |
LVS | Buy | LAS VEGAS SANDS CORPstock | $64,000 | -4.5% | 1,101 | +1.4% | 0.01% | -11.1% |
IR | Buy | INGERSOLL RAND PLC SHSstock | $64,000 | -4.5% | 523 | +0.2% | 0.01% | -11.1% |
QCOM | Sell | QUALCOMM INCstock | $50,000 | -65.0% | 651 | -64.7% | 0.01% | -63.2% |
NVS | Buy | NOVARTIS AG ADRadr | $54,000 | +14.9% | 625 | +22.5% | 0.01% | +16.7% |
WTR | Sell | AQUA AMERICA INC COMstock | $52,000 | -1.9% | 1,160 | -9.9% | 0.01% | 0.0% |
IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGYetf | $52,000 | -10.3% | 527 | +0.2% | 0.01% | -12.5% |
CERN | CERNER CORPstock | $53,000 | -8.6% | 778 | 0.0% | 0.01% | -12.5% | |
BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $55,000 | -14.1% | 1,105 | +1.6% | 0.01% | -12.5% |
BX | Buy | BLACKSTONE GROUP INC COM CL Astock | $56,000 | +133.3% | 1,147 | +115.2% | 0.01% | +133.3% |
FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $52,000 | 0.0% | 1,322 | 0.0% | 0.01% | 0.0% | |
SBLK | STAR BULK CARRIERS CORP SHS PARstock | $50,000 | +4.2% | 5,000 | 0.0% | 0.01% | +16.7% | |
CNBKA | Buy | CENTURY BANCORP INC MASS CL Astock | $50,000 | -2.0% | 572 | +0.2% | 0.01% | 0.0% |
YUMC | YUM CHINA HLDGS INC COMstock | $55,000 | -1.8% | 1,213 | 0.0% | 0.01% | 0.0% | |
NEM | Buy | NEWMONT GOLDCORP CORPORATION COMstock | $47,000 | 0.0% | 1,252 | +0.1% | 0.01% | 0.0% |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $49,000 | +28.9% | 527 | +21.1% | 0.01% | +20.0% |
PFF | New | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $44,000 | – | 1,167 | +100.0% | 0.01% | – |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $47,000 | -2.1% | 314 | +0.3% | 0.01% | 0.0% |
OLED | Buy | UNIVERSAL DISPLAY CORP COMstock | $46,000 | -13.2% | 276 | +0.4% | 0.01% | -14.3% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $42,000 | -64.1% | 277 | -62.9% | 0.01% | -60.0% |
PSX | Buy | PHILLIPS 66stock | $42,000 | +10.5% | 410 | +1.0% | 0.01% | +20.0% |
XAR | Buy | SPDR S&P AEROSPACE & DEFENSE ETFetf | $46,000 | +2.2% | 433 | +0.5% | 0.01% | 0.0% |
LIN | Buy | LINDE PLC SHSstock | $44,000 | -4.3% | 227 | +0.9% | 0.01% | 0.0% |
WHR | Buy | WHIRLPOOL CORP COMstock | $45,000 | +9.8% | 283 | +1.1% | 0.01% | +20.0% |
NVDA | Sell | NVIDIA CORP COMstock | $42,000 | -46.8% | 243 | -48.9% | 0.01% | -40.0% |
COST | Sell | COSTCO WHOLESALE CORPstock | $49,000 | -22.2% | 169 | -28.7% | 0.01% | -25.0% |
BK | Buy | BANK NEW YORK MELLON CORP COMstock | $45,000 | +400.0% | 1,006 | +386.0% | 0.01% | +500.0% |
MMC | MARSH & MCLENNAN COS INC COMstock | $48,000 | 0.0% | 478 | 0.0% | 0.01% | 0.0% | |
BR | Sell | BROADRIDGE FIN SOLstock | $42,000 | -19.2% | 335 | -16.2% | 0.01% | -14.3% |
IP | Buy | INTL PAPER CO COMstock | $43,000 | -4.4% | 1,036 | +1.2% | 0.01% | 0.0% |
WRK | Buy | WESTROCK CO COMstock | $43,000 | -4.4% | 1,192 | +0.1% | 0.01% | 0.0% |
AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $44,000 | +4.8% | 782 | +0.6% | 0.01% | 0.0% |
BKNG | PRICELINE.COM INCstock | $37,000 | +2.8% | 19 | 0.0% | 0.01% | 0.0% | |
ZION | Buy | ZIONS BANCORPORATION N A COMstock | $37,000 | -5.1% | 840 | +0.1% | 0.01% | 0.0% |
VLO | Buy | VALERO ENERGY CORPstock | $40,000 | +8.1% | 470 | +7.1% | 0.01% | 0.0% |
NEN | NEW ENGLAND RLTY ASSOC LTD PAR DEPOSITRY RCPTstock | $39,000 | 0.0% | 660 | 0.0% | 0.01% | 0.0% | |
HACK | Buy | ETFMG PRIME CYBER SECURITY ETFetf | $39,000 | -7.1% | 1,051 | +0.1% | 0.01% | -16.7% |
EPAY | BOTTOMLINE TECHNOLOGIES INCstock | $39,000 | -11.4% | 1,000 | 0.0% | 0.01% | -16.7% | |
HEI | HEICO CORP NEW COMstock | $41,000 | -6.8% | 328 | 0.0% | 0.01% | -16.7% | |
CME | Buy | CHICAGO MERCANTILE HLDGS INCstock | $35,000 | +250.0% | 167 | +227.5% | 0.01% | +400.0% |
VB | Buy | VANGUARD SMALL CAP ETFetf | $39,000 | 0.0% | 251 | +0.8% | 0.01% | 0.0% |
EQIX | Buy | EQUINIX INC COMreit | $41,000 | +115.8% | 71 | +91.9% | 0.01% | +150.0% |
THG | HANOVER INS GROUP INC COMstock | $37,000 | +8.8% | 271 | 0.0% | 0.01% | +25.0% | |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $41,000 | -10.9% | 708 | 0.0% | 0.01% | -16.7% | |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $39,000 | +2.6% | 703 | +0.3% | 0.01% | 0.0% |
ED | Buy | CONSOLIDATED EDISON INC COMstock | $40,000 | +48.1% | 423 | +1.0% | 0.01% | +25.0% |
JWN | Buy | NORDSTROM INC COMstock | $40,000 | +8.1% | 1,192 | +1.1% | 0.01% | 0.0% |
CHD | Buy | CHURCH & DWIGHT INCstock | $40,000 | +2.6% | 530 | +0.4% | 0.01% | 0.0% |
ALL | ALLSTATE CORPstock | $28,000 | +7.7% | 256 | 0.0% | 0.00% | +33.3% | |
XRAY | Buy | DENTSPLY SIRONA INC COMstock | $27,000 | -10.0% | 513 | +0.2% | 0.00% | 0.0% |
MDYG | Buy | SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETFetf | $33,000 | -2.9% | 618 | +0.5% | 0.00% | 0.0% |
IJK | Buy | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $34,000 | 0.0% | 151 | +0.7% | 0.00% | 0.0% |
UN | New | UNILEVER N V N Y SHS NEWadr | $30,000 | – | 503 | +100.0% | 0.00% | – |
ISRG | INTUITIVE SURGICAL, INC.stock | $31,000 | +3.3% | 57 | 0.0% | 0.00% | 0.0% | |
IQV | IQVIA HLDGS INC COMstock | $30,000 | -6.2% | 200 | 0.0% | 0.00% | 0.0% | |
VDE | VANGUARD ENERGY INDEX FUNDetf | $27,000 | -10.0% | 349 | 0.0% | 0.00% | 0.0% | |
ARQL | ARQULE INC COMstock | $29,000 | -35.6% | 3,985 | 0.0% | 0.00% | -33.3% | |
GILD | Sell | GILEAD SCIENCES INCstock | $33,000 | -21.4% | 518 | -16.7% | 0.00% | -33.3% |
EBTC | Buy | ENTERPRISE BANCORP INC MASS COMstock | $27,000 | -3.6% | 911 | +0.7% | 0.00% | 0.0% |
SCHX | SCHWAB U.S. LARGE CAP ETFetf | $33,000 | 0.0% | 461 | 0.0% | 0.00% | 0.0% | |
GE | Sell | GENERAL ELECTRIC CO COMstock | $34,000 | -45.2% | 3,751 | -35.5% | 0.00% | -50.0% |
DD | New | DUPONT DE NEMOURS INC COMstock | $32,000 | – | 444 | +100.0% | 0.00% | – |
AFL | Buy | AFLAC INC COMstock | $32,000 | -5.9% | 606 | +0.5% | 0.00% | 0.0% |
VV | Buy | VANGUARD LARGE CAPetf | $31,000 | 0.0% | 228 | +0.9% | 0.00% | 0.0% |
VBK | VANGUARD SMALL CAP GROWTH ETFetf | $32,000 | -3.0% | 178 | 0.0% | 0.00% | 0.0% | |
VT | New | VANGUARD TOTAL WORLD STOCK ETFetf | $29,000 | – | 387 | +100.0% | 0.00% | – |
HBAN | New | HUNTINGTON BANCSHARES INC COMstock | $31,000 | – | 2,140 | +100.0% | 0.00% | – |
MPC | Sell | MARATHON PETE CORPstock | $27,000 | -32.5% | 441 | -38.6% | 0.00% | -20.0% |
SSRM | SSR MNG INC COMstock | $29,000 | +11.5% | 2,000 | 0.0% | 0.00% | +33.3% | |
SALT | Buy | SCORPIO BULKERS INC COMstock | $31,000 | +19.2% | 5,109 | +0.3% | 0.00% | +33.3% |
JPXN | ISHARES JPX NIKKEI 400 ETFetf | $33,000 | +3.1% | 545 | 0.0% | 0.00% | 0.0% | |
CAT | Sell | CATERPILLAR INC DEL COMstock | $31,000 | -39.2% | 247 | -33.6% | 0.00% | -42.9% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $31,000 | -53.0% | 611 | -56.2% | 0.00% | -55.6% |
PEGI | New | PATTERN ENERGY GROUP INC CL Astock | $27,000 | – | 1,000 | +100.0% | 0.00% | – |
VGK | Buy | VANGUARD EUROPEANetf | $25,000 | -3.8% | 475 | +0.6% | 0.00% | 0.0% |
DXJ | Buy | WISDOMTREE JAPAN HEDGED EQUITYetf | $21,000 | 0.0% | 415 | +0.2% | 0.00% | 0.0% |
BBT | Sell | BB&T CORP COMstock | $22,000 | -8.3% | 417 | -15.6% | 0.00% | 0.0% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $21,000 | -34.4% | 386 | -34.4% | 0.00% | -25.0% |
EXC | Buy | EXELON CORP COMstock | $24,000 | 0.0% | 503 | +0.2% | 0.00% | 0.0% |
CB | Buy | CHUBB LIMITED COMstock | $25,000 | +8.7% | 153 | +0.7% | 0.00% | 0.0% |
FMC | Buy | F M C CORP COM NEWstock | $22,000 | +4.8% | 251 | +0.4% | 0.00% | 0.0% |
ETHO | New | ETHO CLIMATE LEADERSHIP U.S. ETFetf | $26,000 | – | 659 | +100.0% | 0.00% | – |
FICO | FAIR ISAAC CORPstock | $21,000 | -4.5% | 70 | 0.0% | 0.00% | 0.0% | |
FHI | Buy | FEDERATED INVS PA CL B CLASS Bstock | $26,000 | 0.0% | 796 | +0.9% | 0.00% | 0.0% |
EQM | Buy | EQM MIDSTREAM PARTNERS LP UNIT LTD PARTNstock | $20,000 | -25.9% | 613 | +0.2% | 0.00% | -25.0% |
FTV | FORTIVE CORP COMstock | $19,000 | -17.4% | 272 | 0.0% | 0.00% | 0.0% | |
VRTX | VERTEX PHARMACEUTICALS INstock | $19,000 | -5.0% | 110 | 0.0% | 0.00% | 0.0% | |
TECH | BIO TECHNE CORP COMstock | $24,000 | -4.0% | 120 | 0.0% | 0.00% | 0.0% | |
HAS | Buy | HASBRO INC COMstock | $24,000 | +9.1% | 206 | +1.0% | 0.00% | 0.0% |
DOW | Sell | DOW INC COMstock | $19,000 | -40.6% | 393 | -39.0% | 0.00% | -25.0% |
PHO | New | POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE TRADED FDetf | $26,000 | – | 701 | +100.0% | 0.00% | – |
VEU | Buy | VANGUARD FTSE ALL WORLD EX USetf | $24,000 | -4.0% | 491 | +0.8% | 0.00% | 0.0% |
TAN | New | INVESCO SOLAR ETFetf | $25,000 | – | 854 | +100.0% | 0.00% | – |
IWS | Sell | ISHARES RUSSELL MIDCAP VALUE INDEXetf | $25,000 | -92.3% | 282 | -92.2% | 0.00% | -93.0% |
IUSV | ISHARES CORE S&P U.S. VALUE ETFetf | $23,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
IJT | Buy | ISHARES S&P SMALLCAP 600 GROWTH ETFetf | $25,000 | 0.0% | 138 | +0.7% | 0.00% | 0.0% |
EMB | New | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $20,000 | – | 173 | +100.0% | 0.00% | – |
MUB | Buy | ISHARES AMT FREE MUNI BOND ETFetf | $23,000 | 0.0% | 202 | +0.5% | 0.00% | 0.0% |
L | LOEWS CORP COMstock | $19,000 | -5.0% | 368 | 0.0% | 0.00% | 0.0% | |
ADX | Buy | ADAMS EXPRESS COcef | $19,000 | +5.6% | 1,189 | +0.3% | 0.00% | +50.0% |
SIVB | SVB FINL GROUP COMstock | $21,000 | -8.7% | 102 | 0.0% | 0.00% | 0.0% | |
JNK | New | SPDR HIGH YIELD BOND ETFetf | $19,000 | – | 177 | +100.0% | 0.00% | – |
CWB | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $21,000 | -4.5% | 404 | 0.0% | 0.00% | 0.0% | |
HYMB | SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETFetf | $21,000 | +5.0% | 347 | 0.0% | 0.00% | 0.0% | |
STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $25,000 | +92.3% | 120 | +0.8% | 0.00% | +50.0% |
DRI | Sell | DARDEN RESTAURANTS INCstock | $25,000 | -44.4% | 212 | -42.4% | 0.00% | -50.0% |
CMI | Buy | CUMMINS INC COMstock | $22,000 | -4.3% | 133 | +0.8% | 0.00% | 0.0% |
ECL | Sell | ECOLAB INC COMstock | $22,000 | -65.6% | 111 | -65.7% | 0.00% | -62.5% |
WY | Buy | WEYERHAEUSER COstock | $20,000 | +11.1% | 707 | +1.3% | 0.00% | +50.0% |
CGC | CANOPY GROWTH CORP COMstock | $17,000 | -43.3% | 743 | 0.0% | 0.00% | -50.0% | |
DFS | Sell | DISCOVER FINANCIAL SERVICES LLCstock | $13,000 | -50.0% | 161 | -50.8% | 0.00% | -33.3% |
TGT | Buy | TARGET CORP COMstock | $14,000 | +27.3% | 131 | +0.8% | 0.00% | +100.0% |
GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $12,000 | – | 475 | +100.0% | 0.00% | – |
MCHI | Sell | ISHARES TRUST MSCI CHINA INDEX FDetf | $16,000 | -68.0% | 286 | -65.5% | 0.00% | -71.4% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $18,000 | 0.0% | 203 | +1.0% | 0.00% | 0.0% |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $12,000 | +9.1% | 201 | +0.5% | 0.00% | +100.0% |
SWK | Buy | STANLEY BLACK & DECKER INC COMstock | $12,000 | 0.0% | 86 | +1.2% | 0.00% | 0.0% |
KDP | Buy | KEURIG DR PEPPER INC COMstock | $16,000 | -5.9% | 589 | +0.5% | 0.00% | 0.0% |
KEY | Buy | KEYCORP NEW COMstock | $16,000 | 0.0% | 884 | +1.1% | 0.00% | 0.0% |
IRM | Buy | IRON MTN INC NEW COMreit | $12,000 | +9.1% | 357 | +2.0% | 0.00% | +100.0% |
BP | Buy | BP PLC SPONSORED ADRadr | $17,000 | -5.6% | 437 | +1.9% | 0.00% | 0.0% |
ROST | Buy | ROSS STORES INCstock | $16,000 | +14.3% | 142 | +0.7% | 0.00% | 0.0% |
VCIT | New | VANGUARD INTERMEDIATE TERM CORPORATE BOND ETFetf | $12,000 | – | 136 | +100.0% | 0.00% | – |
CWT | Buy | CALIFORNIA WTR SVC GROUP COMstock | $15,000 | 0.0% | 292 | +0.3% | 0.00% | 0.0% |
UNM | Buy | UNUM GROUPstock | $13,000 | +1200.0% | 431 | +4210.0% | 0.00% | – |
NGVT | INGEVITY CORP COMstock | $16,000 | -23.8% | 194 | 0.0% | 0.00% | -33.3% | |
LLY | Buy | LILLY ELI & CO COMstock | $13,000 | +116.7% | 114 | +132.7% | 0.00% | +100.0% |
CE | Buy | CELANESE CORPORATIONstock | $14,000 | +16.7% | 113 | +0.9% | 0.00% | 0.0% |
QAI | Sell | IQ HEDGE MULTI STRATEGY TRACKER ETFetf | $13,000 | -62.9% | 416 | -63.7% | 0.00% | -60.0% |
CELG | CELGENE CORPstock | $15,000 | +7.1% | 150 | 0.0% | 0.00% | 0.0% | |
MSA | MSA SAFETY INC COMstock | $13,000 | +8.3% | 115 | 0.0% | 0.00% | 0.0% | |
BMY | Buy | BRISTOL MYERS SQUIBB CO COMstock | $17,000 | +13.3% | 333 | +1.2% | 0.00% | 0.0% |
IMO | Buy | IMPERIAL OIL LTD COM NEW ISIN CA4530384086stock | $16,000 | -5.9% | 620 | +0.6% | 0.00% | 0.0% |
MFC | Sell | MANULIFE FINL CORPstock | $15,000 | -21.1% | 792 | -23.5% | 0.00% | 0.0% |
DELL | Sell | DELL TECHNOLOGIES INC CL Cstock | $18,000 | -21.7% | 345 | -22.3% | 0.00% | -33.3% |
GL | New | GLOBE LIFE INC COMstock | $12,000 | – | 121 | +100.0% | 0.00% | – |
GM | Buy | GENERAL MOTORS CORPstock | $15,000 | +25.0% | 390 | +26.6% | 0.00% | 0.0% |
GIS | Sell | GENERAL MLS INC COMstock | $15,000 | -16.7% | 276 | -19.1% | 0.00% | 0.0% |
ZTR | VIRTUS GLOBAL DIVID INCOME FD COMcef | $16,000 | -5.9% | 1,424 | 0.0% | 0.00% | 0.0% | |
FEUZ | Buy | FIRST TRUST EUROZONE ALPHADEX ETFetf | $14,000 | 0.0% | 373 | +0.3% | 0.00% | 0.0% |
FXL | Buy | FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf | $17,000 | -5.6% | 262 | +0.4% | 0.00% | 0.0% |
NUSC | NUVEEN ESG SMALL CAP ETFetf | $16,000 | -5.9% | 558 | 0.0% | 0.00% | 0.0% | |
OXY | New | OCCIDENTAL PETE CORP COMstock | $15,000 | – | 338 | +100.0% | 0.00% | – |
CCI | Buy | CROWN CASTLE INTL CORPreit | $15,000 | +400.0% | 107 | +435.0% | 0.00% | – |
FITB | Buy | FIFTH THIRD BANCORPstock | $15,000 | -6.2% | 560 | +0.4% | 0.00% | 0.0% |
SJNK | New | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETFetf | $16,000 | – | 575 | +100.0% | 0.00% | – |
FIS | Sell | FIDELITY NATL INFO SVCSstock | $14,000 | -66.7% | 105 | -68.6% | 0.00% | -66.7% |
SB | SAFE BULKERS INC COMstock | $18,000 | +5.9% | 10,000 | 0.0% | 0.00% | 0.0% | |
PTN | PALATIN TECHNOLOGIESINC COM PAR $.01stock | $12,000 | -14.3% | 13,233 | 0.0% | 0.00% | 0.0% | |
EBAY | Sell | EBAY INCstock | $14,000 | -54.8% | 371 | -51.8% | 0.00% | -50.0% |
EVRG | Buy | EVERGY INC COMstock | $12,000 | +9.1% | 181 | +0.6% | 0.00% | +100.0% |
ETN | Buy | EATON CORP PLC SHSstock | $13,000 | 0.0% | 153 | +0.7% | 0.00% | 0.0% |
WAT | WATERS CPstock | $15,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
PGR | Buy | PROGRESSIVE CORP OHIO COMstock | $14,000 | +100.0% | 183 | +120.5% | 0.00% | +100.0% |
IWB | Buy | ISHARES TR RUSSELL 1000 INDEX ETFetf | $17,000 | 0.0% | 104 | +1.0% | 0.00% | 0.0% |
GLW | Buy | CORNING INC COMstock | $12,000 | -14.3% | 416 | +1.0% | 0.00% | 0.0% |
IYK | Buy | ISHARES DOW JONES US CONSUMER GOODSetf | $14,000 | +7.7% | 107 | +0.9% | 0.00% | 0.0% |
ZBH | Buy | ZIMMER HLDGS INCstock | $14,000 | +16.7% | 101 | +1.0% | 0.00% | 0.0% |
New | CHEWY INC CL Astock | $12,000 | – | 500 | +100.0% | 0.00% | – | |
SPGI | S&P GLOBAL INC COMstock | $7,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
IYJ | Buy | ISHARES DJ US INDUSTRIALetf | $9,000 | 0.0% | 56 | +1.8% | 0.00% | 0.0% |
EQR | Buy | EQUITY RESIDENTIAL SH BEN INTreit | $4,000 | +33.3% | 42 | +2.4% | 0.00% | – |
O | Buy | REALTY INCOME CORPreit | $8,000 | +14.3% | 102 | +1.0% | 0.00% | 0.0% |
EQCPRD | New | EQUITY COMWLTH CUM PFD S D 6 5reit | $6,000 | – | 200 | +100.0% | 0.00% | – |
ALLY | Buy | ALLY FINL INC COMstock | $10,000 | +11.1% | 288 | +0.7% | 0.00% | 0.0% |
SJM | Buy | J M SMUCKER CO NEWstock | $8,000 | 0.0% | 72 | +1.4% | 0.00% | 0.0% |
PXD | PIONEER NATURAL RESOURCES COstock | $5,000 | -16.7% | 38 | 0.0% | 0.00% | 0.0% | |
DBX | New | DROPBOX INC CL Astock | $10,000 | – | 500 | +100.0% | 0.00% | – |
MKTX | New | MARKETAXESS HLDGS INC COMstock | $8,000 | – | 25 | +100.0% | 0.00% | – |
HUM | HUMANA INC COMstock | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
MAR | Buy | MARRIOTT INTL INCstock | $6,000 | 0.0% | 46 | +2.2% | 0.00% | 0.0% |
WM | Buy | WASTE MANAGEMENT INCstock | $7,000 | 0.0% | 62 | +1.6% | 0.00% | 0.0% |
HSY | Buy | HERSHEY CO COMstock | $7,000 | +40.0% | 48 | +20.0% | 0.00% | 0.0% |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $5,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
MKC | New | MCCORMICK & CO INC COM NON VTGstock | $5,000 | – | 35 | +100.0% | 0.00% | – |
SBNY | Buy | SIGNATURE BANKstock | $8,000 | 0.0% | 67 | +1.5% | 0.00% | 0.0% |
MCK | MCKESSON CORPstock | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
SRE | Buy | SEMPRA ENERGYstock | $9,000 | +12.5% | 58 | +1.8% | 0.00% | 0.0% |
HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $6,000 | +20.0% | 93 | +1.1% | 0.00% | 0.0% |
MET | Buy | METLIFE INC COMstock | $9,000 | -10.0% | 197 | +1.5% | 0.00% | 0.0% |
VRSN | VERISIGN INC COMstock | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
HBI | Sell | HANESBRANDS INCstock | $5,000 | -44.4% | 303 | -40.2% | 0.00% | 0.0% |
MU | MICRON TECHNOLOGY INC COMstock | $7,000 | +16.7% | 160 | 0.0% | 0.00% | 0.0% | |
ADI | Buy | ANALOG DEVICES INC COMstock | $8,000 | 0.0% | 74 | +1.4% | 0.00% | 0.0% |
GPM | GUGGENHEIM ENHNCD EQTY INCM FD COMcef | $5,000 | 0.0% | 629 | 0.0% | 0.00% | 0.0% | |
DNKN | DUNKIN BRANDS GROUP INC COMstock | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
UAA | Sell | UNDER ARMOUR INCstock | $9,000 | -47.1% | 460 | -30.3% | 0.00% | -50.0% |
MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $6,000 | 0.0% | 38 | +2.7% | 0.00% | 0.0% |
NRG | NRG ENERGY INC NEWstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
VSM | VERSUM MATLS INC COMstock | $10,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% | |
EA | Sell | ELECTRONICS ARTSstock | $7,000 | -78.1% | 67 | -78.9% | 0.00% | -75.0% |
NTB | BANK OF NT BUTTERFIELD&SON LTD SHS NEWstock | $8,000 | -20.0% | 280 | 0.0% | 0.00% | 0.0% | |
VIAB | Buy | VIACOM INC CL Bstock | $6,000 | -14.3% | 239 | +0.4% | 0.00% | 0.0% |
GLIBA | GCI LIBERTY INC COM CLASS Astock | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
VICR | VICOR CORP COMstock | $10,000 | -9.1% | 339 | 0.0% | 0.00% | 0.0% | |
NLY | ANNALY CAPITAL MANAGEMENT INCreit | $5,000 | 0.0% | 517 | 0.0% | 0.00% | 0.0% | |
TSN | Buy | TYSON FOODS INC CL Astock | $4,000 | 0.0% | 52 | +2.0% | 0.00% | 0.0% |
FOXA | FOX CORP CL A COMstock | $6,000 | -14.3% | 205 | 0.0% | 0.00% | 0.0% | |
ANTM | ANTHEM INC COMstock | $5,000 | -16.7% | 20 | 0.0% | 0.00% | 0.0% | |
DJP | IPATH DJ UBS COMMODITY TOTAL RETURN ETNetf | $6,000 | 0.0% | 264 | 0.0% | 0.00% | 0.0% | |
F | Buy | FORD MOTOR COMPANYstock | $4,000 | -20.0% | 471 | +1.7% | 0.00% | 0.0% |
NOC | NORTHROP GRUMMAN CORP COMstock | $8,000 | +33.3% | 20 | 0.0% | 0.00% | 0.0% | |
ALGN | ALIGN TECHNOLOGY INC COMstock | $4,000 | -20.0% | 20 | 0.0% | 0.00% | 0.0% | |
NUE | Buy | NUCOR CORP COMstock | $5,000 | 0.0% | 93 | +1.1% | 0.00% | 0.0% |
A | AGILENT TECH INCstock | $10,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
EIX | Buy | EDISON INTL COMstock | $4,000 | +33.3% | 52 | +2.0% | 0.00% | – |
AGN | Buy | ALLERGAN PLC SHSstock | $5,000 | +25.0% | 27 | +3.8% | 0.00% | 0.0% |
PRU | Buy | PRUDENTIAL FINL INCstock | $4,000 | 0.0% | 43 | +2.4% | 0.00% | 0.0% |
FXD | Buy | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $7,000 | 0.0% | 168 | +1.2% | 0.00% | 0.0% |
TEAM | ATLASSIAN CORP PLC CL Astock | $10,000 | -9.1% | 80 | 0.0% | 0.00% | 0.0% | |
TIF | TIFFANY & CO NEW COMstock | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
VFC | Buy | V F CORP COMstock | $8,000 | 0.0% | 91 | +1.1% | 0.00% | 0.0% |
FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $11,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
PHM | Buy | PULTE GROUP INC COMstock | $6,000 | +20.0% | 163 | +0.6% | 0.00% | 0.0% |
CTSH | Sell | COGNIZANT TECH SOLUTIONS CORPstock | $5,000 | -89.1% | 81 | -88.8% | 0.00% | -83.3% |
DLTR | New | DOLLAR TREE INC COMstock | $9,000 | – | 75 | +100.0% | 0.00% | – |
TPR | Buy | COACH INCstock | $10,000 | -16.7% | 396 | +1.5% | 0.00% | -50.0% |
MTN | VAIL RESORTS INC COMstock | $11,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ADSK | AUTODESK INCstock | $4,000 | -20.0% | 30 | 0.0% | 0.00% | 0.0% | |
USB | Sell | US BANCORP DEL COM NEWstock | $5,000 | -90.0% | 93 | -90.0% | 0.00% | -85.7% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $11,000 | 0.0% | 277 | +0.7% | 0.00% | 0.0% |
ACB | AURORA CANNABIS INC COMstock | $7,000 | -46.2% | 1,686 | 0.0% | 0.00% | -50.0% | |
SYF | Sell | SYNCHRONY FINL COMstock | $5,000 | -85.7% | 145 | -85.4% | 0.00% | -80.0% |
CBS | Buy | CBS CORP CL Bstock | $10,000 | -16.7% | 238 | +0.4% | 0.00% | -50.0% |
New | ORGANIGRAM HLDGS INC COMstock | $4,000 | – | 1,073 | +100.0% | 0.00% | – | |
SU | Buy | SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARstock | $11,000 | 0.0% | 340 | +0.9% | 0.00% | 0.0% |
SLF | Buy | SUN LIFE FINL INC COMstock | $7,000 | 0.0% | 163 | +1.2% | 0.00% | 0.0% |
UL | Buy | UNILEVER PLC SPON ADR NEWadr | $11,000 | 0.0% | 182 | +0.6% | 0.00% | 0.0% |
CF | New | CF INDS HLDGS INC COMstock | $9,000 | – | 175 | +100.0% | 0.00% | – |
VOYA | VOYA FINL INC COMstock | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
DIA | Buy | SPDR DOW JONES INDUSTRIAL ETFetf | $6,000 | 0.0% | 23 | +4.5% | 0.00% | 0.0% |
STAG | Buy | STAG INDL INC COMreit | $6,000 | 0.0% | 209 | +0.5% | 0.00% | 0.0% |
IYC | Buy | ISHARES DJ US CONSUMER SERVICESetf | $10,000 | 0.0% | 45 | +2.3% | 0.00% | 0.0% |
BSCJ | Buy | INVESCO BULLETSHARES 2019 CORPORATE BOND ETFetf | $5,000 | +25.0% | 214 | +0.5% | 0.00% | 0.0% |
PZA | Buy | POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATLetf | $7,000 | 0.0% | 257 | +0.8% | 0.00% | 0.0% |
NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $11,000 | +10.0% | 101 | +1.0% | 0.00% | 0.0% |
KHC | Buy | KRAFT HEINZ CO COMstock | $5,000 | 0.0% | 167 | +1.8% | 0.00% | 0.0% |
KR | Buy | KROGER CO COMstock | $9,000 | +28.6% | 333 | +0.3% | 0.00% | 0.0% |
CTVA | New | CORTEVA INC COMstock | $11,000 | – | 386 | +100.0% | 0.00% | – |
INTU | INTUIT INCstock | $11,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
PH | Buy | PARKER HANNIFIN CORP COMstock | $4,000 | +33.3% | 21 | +5.0% | 0.00% | – |
IIPR | Buy | INNOVATIVE INDL PPTYS INC COMreit | $5,000 | -16.7% | 51 | +2.0% | 0.00% | 0.0% |
SPLK | SPLUNK INC COMstock | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
LEG | Buy | LEGGETT & PLATT INC COMstock | $4,000 | 0.0% | 101 | +1.0% | 0.00% | 0.0% |
ROP | Sell | ROPER INDUSTRIES INCstock | $9,000 | -84.2% | 25 | -83.7% | 0.00% | -85.7% |
EXAS | EXACT SCIENCES CORPstock | $5,000 | -28.6% | 60 | 0.0% | 0.00% | 0.0% | |
LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $5,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
LPT | New | LIBERTY PPTY TR SHS BEN INTreit | $6,000 | – | 125 | +100.0% | 0.00% | – |
LSXMA | LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXMstock | $4,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
LSXMK | LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXMstock | $8,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% | |
COF | CAPITAL ONE FINANCIAL CORPstock | $8,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
ABC | Buy | AMERISOURCEBERGEN CORP COMstock | $5,000 | 0.0% | 62 | +1.6% | 0.00% | 0.0% |
CCL | Buy | CARNIVAL CORPstock | $5,000 | -28.6% | 123 | +1.7% | 0.00% | 0.0% |
LUV | SOUTHWEST AIRLS CO COMstock | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
NVT | Buy | NVENT ELECTRIC PLC SHSstock | $5,000 | -16.7% | 241 | +0.8% | 0.00% | 0.0% |
PBCT | New | PEOPLES BK BRIDGEPORT CNstock | $8,000 | – | 535 | +100.0% | 0.00% | – |
DAL | Buy | DELTA AIR LINES INC DEL CMNstock | $4,000 | 0.0% | 71 | +1.4% | 0.00% | 0.0% |
ENB | Sell | ENBRIDGE INC COMstock | $8,000 | -46.7% | 228 | -46.1% | 0.00% | -50.0% |
DNP | Buy | DNP SELECT INCOME FD INCcef | $7,000 | +16.7% | 559 | +1.6% | 0.00% | 0.0% |
WH | WYNDHAM HOTELS & RESORTS INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
AES | Buy | AES CORPstock | $1,000 | 0.0% | 85 | +1.2% | 0.00% | – |
AMCX | AMC NETWORKS INC CL Astock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
AVX | AVX CORP NEW COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
ATVI | ACTIVISION INCstock | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC COMstock | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
AVAV | AEROVIRONMENT INC COMstock | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
ALK | Buy | ALASKA AIR GROUP INC COMstock | $2,000 | 0.0% | 35 | +2.9% | 0.00% | – |
AA | ALCOA CORP COMstock | $0 | -100.0% | 8 | 0.0% | 0.00% | – | |
AABA | YAHOO INCcef | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
APH | AMPHENOL CORP CL Astock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
APY | APERGY CORP COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
AMAT | Buy | APPLIED MATLS INC COMstock | $3,000 | 0.0% | 62 | +1.6% | 0.00% | – |
L100PS | ARCONIC INC COMstock | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
AIZ | ASSURANT INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
ATO | ATMOS ENERGY CORPstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
ALV | AUTOLIV INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
AZO | AUTOZONE INC COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
AVNS | AVANOS MED INC COMstock | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
BWXT | BWX TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
BLL | Sell | BALL CORP COMstock | $1,000 | -98.1% | 19 | -97.4% | 0.00% | -100.0% |
BOH | BANK HAWAII CORP COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
BMO | BANK OF MONTREALstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
BWA | Buy | BORG WARNER AUTOMOTIVE INCstock | $2,000 | 0.0% | 41 | +2.5% | 0.00% | – |
BSX | BOSTON SCIENTIFIC CORPstock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
BHF | BRIGHTHOUSE FINL INC COMstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
CBSA | CBS CORP NEW CL Astock | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
CBRE | CBRE GROUP INC Astock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
CNX | CONSOL ENERGY INCstock | $0 | -100.0% | 60 | 0.0% | 0.00% | – | |
CDNS | CADENCE DESIGN SYSTEM INC COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
KMX | CARMAX INCstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
CARS | CARS COM INC COMstock | $0 | -100.0% | 6 | 0.0% | 0.00% | – | |
CELGZ | CELGENE CORP CONTIN VAL RTstock | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC COMstock | $3,000 | +200.0% | 4 | +100.0% | 0.00% | – |
CFG | Buy | CITIZENS FINL GROUP INC COMstock | $2,000 | 0.0% | 63 | +1.6% | 0.00% | – |
CTXS | CITRIX SYSTEMS INCstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
CBSH | COMMERCE BANCSHARES INC COMstock | $0 | -100.0% | 6 | 0.0% | 0.00% | – | |
CAG | Sell | CONAGRA BRANDS INC COMstock | $2,000 | -96.5% | 63 | -97.0% | 0.00% | -100.0% |
CEIX | CONSOL ENERGY INC NEW COMstock | $0 | -100.0% | 7 | 0.0% | 0.00% | – | |
CLGX | CORELOGIC, INC.stock | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
CVET | COVETRUS INC COMstock | $0 | -100.0% | 8 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO COMstock | $0 | -100.0% | 8 | 0.0% | 0.00% | – | |
DVA | DAVITA INC COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
FANG | DIAMONDBACK ENERGY INC COMstock | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
DKS | DICKS SPORTING GOODS INC COMstock | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $3,000 | +50.0% | 21 | +5.0% | 0.00% | – |
DISCK | DISCOVERY INC COM SER Cstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
DISH | New | DISH NETWORK CORP CL Astock | $0 | – | 4 | +100.0% | 0.00% | – |
DOV | Buy | DOVER CORP COMstock | $2,000 | 0.0% | 21 | +5.0% | 0.00% | – |
EOG | EOG RESOURCES INCstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
SATS | ECHOSTAR CORP CL Astock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
EW | New | EDWARDS LIFESCIENCES CORP COMstock | $2,000 | – | 7 | +100.0% | 0.00% | – |
ELAN | New | ELANCO ANIMAL HEALTH INC COMstock | $1,000 | – | 49 | +100.0% | 0.00% | – |
EQC | Buy | EQUITY COMWLTH COM SH BEN INTreit | $2,000 | 0.0% | 60 | +1.7% | 0.00% | – |
EXPE | New | EXPEDIA GROUP INC COM NEWstock | $2,000 | – | 14 | +100.0% | 0.00% | – |
FDX | FEDEX CORPstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
FLS | Buy | FLOWSERVE CORP COMstock | $1,000 | -50.0% | 31 | +3.3% | 0.00% | – |
FBHS | Buy | FORTUNE BRANDS HOME & SECURITY INC WIstock | $2,000 | 0.0% | 31 | +3.3% | 0.00% | – |
FCPT | FOUR CORNERS PPTY TR INC COMreit | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
BEN | Buy | FRANKLIN RES INCstock | $2,000 | 0.0% | 62 | +1.6% | 0.00% | – |
FTRCQ | Sell | FRONTIER COMMUNICATIONS CORP COM NEWstock | $0 | -100.0% | 48 | -31.4% | 0.00% | – |
FULT | Buy | FULTON FINANCIAL CORP PAstock | $2,000 | 0.0% | 125 | +1.6% | 0.00% | – |
GCI | Buy | GANNETT CO INC COMstock | $0 | -100.0% | 11 | +10.0% | 0.00% | – |
GPS | Buy | GAP INCstock | $0 | -100.0% | 21 | +5.0% | 0.00% | – |
GTX | GARRETT MOTION INC COMstock | $0 | -100.0% | 36 | 0.0% | 0.00% | – | |
GPC | Sell | GENUINE PARTS CO COMstock | $1,000 | -75.0% | 10 | -72.2% | 0.00% | -100.0% |
GT | Buy | GOODYEAR TIRE & RUBR CO COMstock | $0 | -100.0% | 32 | +3.2% | 0.00% | – |
HPQ | Buy | HP INC COMstock | $2,000 | 0.0% | 104 | +2.0% | 0.00% | – |
HAL | Buy | HALLIBURTON CO COMstock | $1,000 | 0.0% | 31 | +3.3% | 0.00% | – |
HOG | HARLEY DAVIDSON INCstock | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
HRI | HERC HLDGS INC COMstock | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $2,000 | 0.0% | 104 | +1.0% | 0.00% | – |
HOLX | HOLOGIC INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
HST | Buy | HOST HOTELS & RESORTS INC COMreit | $1,000 | 0.0% | 86 | +2.4% | 0.00% | – |
HUBB | Buy | HUBBELL INC COMstock | $3,000 | 0.0% | 21 | +5.0% | 0.00% | – |
INCY | INCYTE CORP COMstock | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
ILPT | Buy | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit | $2,000 | 0.0% | 108 | +1.9% | 0.00% | – |
IPG | Buy | INTERPUBLIC GROUP COS INC COMstock | $1,000 | 0.0% | 64 | +3.2% | 0.00% | – |
RYH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
TIP | Sell | ISHARES TIPS BOND ETFetf | $0 | -100.0% | 2 | -99.4% | 0.00% | -100.0% |
USHY | New | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $2,000 | – | 58 | +100.0% | 0.00% | – |
JBGS | JBG SMITH PPTYS COMreit | $0 | -100.0% | 6 | 0.0% | 0.00% | – | |
JNPR | JUNIPER NETWORKS INCstock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
KMB | KIMBERLY CLARK CORP COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
KMI | Buy | KINDER MORGAN INCstock | $0 | -100.0% | 23 | +4.5% | 0.00% | – |
KTB | New | KONTOOR BRANDS INC COMstock | $0 | – | 12 | +100.0% | 0.00% | – |
KOS | Buy | KOSMOS ENERGY LTD COMstock | $1,000 | 0.0% | 153 | +0.7% | 0.00% | – |
LB | Buy | L BRANDS INC COMstock | $1,000 | 0.0% | 33 | +3.1% | 0.00% | – |
LW | LAMB WESTON HLDGS INC COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
USA | Buy | LIBERTY ALL STAR EQUITY FDcef | $0 | -100.0% | 13 | +8.3% | 0.00% | – |
LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
BATRA | LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRPstock | $0 | -100.0% | 9 | 0.0% | 0.00% | – | |
FWONK | LIBERTY MEDIA CORP DELAWARE COM SER C FRMLAstock | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
FWONA | LIBERTY MEDIA CORP DELAWARE COM SER A FRMLAstock | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
BATRK | LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRPstock | $0 | -100.0% | 18 | 0.0% | 0.00% | – | |
LTRPA | LIBERTY TRIPADVISOR HLDGS INC COM SER Astock | $0 | -100.0% | 44 | 0.0% | 0.00% | – | |
LOGM | LOGMEIN INC.stock | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
LYFT | LYFT INC CL A COMstock | $2,000 | -33.3% | 47 | 0.0% | 0.00% | – | |
MSGN | MSG NETWORK INC CL Astock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
MSGS | MADISON SQUARE GARDEN CO NEW CL Astock | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
MAT | MATTEL INC COMstock | $0 | -100.0% | 40 | 0.0% | 0.00% | – | |
MXIM | Sell | MAXIM INTEGRATED PRODS INC COMstock | $1,000 | -93.3% | 10 | -96.0% | 0.00% | -100.0% |
MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWadr | $0 | -100.0% | 11 | 0.0% | 0.00% | – | ||
MLND | MILLENDO THERAPEUTICS INC COMstock | $1,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
NAVI | Buy | NAVIENT CORPORATION COMstock | $1,000 | 0.0% | 65 | +1.6% | 0.00% | – |
NTAP | Buy | NETAPP INCstock | $2,000 | -33.3% | 41 | +2.5% | 0.00% | – |
NWL | Buy | NEWELL BRANDS INC COMstock | $1,000 | 0.0% | 54 | +1.9% | 0.00% | – |
NWSA | Buy | NEWS CORP NEW CL Astock | $1,000 | 0.0% | 56 | +1.8% | 0.00% | – |
NI | Buy | NISOURCE INC COMstock | $3,000 | 0.0% | 116 | +0.9% | 0.00% | – |
OPI | Buy | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $2,000 | +100.0% | 56 | +1.8% | 0.00% | – |
ORI | Buy | OLD REP INTL CORP COMstock | $0 | -100.0% | 11 | +10.0% | 0.00% | – |
OMC | Sell | OMNICOM GROUP INC COMstock | $2,000 | -66.7% | 31 | -55.1% | 0.00% | -100.0% |
ON | ON SEMICONDUCTOR CORP COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
PCAR | Buy | PACCAR INC COMstock | $1,000 | 0.0% | 11 | +10.0% | 0.00% | – |
PACW | PACWEST BANCORP DEL COMstock | $0 | -100.0% | 2 | 0.0% | 0.00% | – | |
PRSP | PERSPECTA INC COMstock | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
PIPR | PIPER JAFFRAY COSstock | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
BPOP | POPULAR INC COM NEWstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
POST | POST HOLDINGS INC COMstock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
TROW | Buy | T ROWE PRICE GROUP INCstock | $2,000 | 0.0% | 21 | +5.0% | 0.00% | – |
PFG | Buy | PRINCIPAL FINANCIAL GROUP INCstock | $1,000 | 0.0% | 11 | +10.0% | 0.00% | – |
PSA | Buy | PUBLIC STORAGE INCreit | $3,000 | +50.0% | 11 | +10.0% | 0.00% | – |
QRVO | QORVO INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
QRTEA | QURATE RETAIL INC COM SER Astock | $1,000 | 0.0% | 110 | 0.0% | 0.00% | – | |
RMR | RMR GROUP INC CL Astock | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
REGN | REGENERON PHARMACEUTICALS COMstock | $2,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
RF | Buy | REGIONS FINANCIAL CORP NEWstock | $2,000 | 0.0% | 136 | +0.7% | 0.00% | – |
REZI | Buy | RESIDEO TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 63 | +1.6% | 0.00% | – |
SBAC | New | SBA COMMUNICATIONS CORP NEW CL Areit | $1,000 | – | 5 | +100.0% | 0.00% | – |
SEIC | Buy | SEI INVESTMENTS CO COMstock | $3,000 | 0.0% | 51 | +2.0% | 0.00% | – |
SLG | SL GREEN RLTY CORP COMreit | $3,000 | +50.0% | 31 | 0.0% | 0.00% | – | |
SLM | Buy | SLM CORP COMstock | $1,000 | 0.0% | 61 | +1.7% | 0.00% | – |
SM | SM ENERGY CO COMstock | $0 | -100.0% | 30 | 0.0% | 0.00% | – | |
HSIC | HENRY SCHEIN INC COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
SPG | Sell | SIMON PROPERTY GROUP INCreit | $2,000 | -66.7% | 13 | -66.7% | 0.00% | -100.0% |
SCCO | Buy | SOUTHERN PERU COPPER CORPstock | $1,000 | 0.0% | 32 | +3.2% | 0.00% | – |
S | SPRINT CORPORATION COMstock | $2,000 | 0.0% | 292 | 0.0% | 0.00% | – | |
STT | Buy | STATE STR CORP COMstock | $2,000 | 0.0% | 31 | +3.3% | 0.00% | – |
STI | Buy | SUNTRUST BANKS INCstock | $1,000 | 0.0% | 21 | +5.0% | 0.00% | – |
TFSL | Buy | TFS FINL CORP COMstock | $0 | -100.0% | 11 | +10.0% | 0.00% | – |
TMUS | T MOBILE US INC COMstock | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
TCO | Buy | TAUBMAN CTRS INC COMreit | $1,000 | 0.0% | 22 | +4.8% | 0.00% | – |
TGNA | Buy | TEGNA INC COMstock | $0 | -100.0% | 21 | +5.0% | 0.00% | – |
TU | New | TELUS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
TXT | TEXTRON INC COMstock | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
UAL | UNITED AIRLINES HLDGS INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
X | UNITED STATES STL CORPstock | $0 | -100.0% | 30 | 0.0% | 0.00% | – | |
UE | URBAN EDGE PPTYS COMreit | $0 | -100.0% | 6 | 0.0% | 0.00% | – | |
VREX | VAREX IMAGING CORP COMstock | $0 | -100.0% | 8 | 0.0% | 0.00% | – | |
VAR | VARIAN MED SYS INC COMstock | $2,000 | -33.3% | 20 | 0.0% | 0.00% | – | |
VNE | VEONEER INCORPORATED COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
VRTV | VERITIV CORPstock | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
VIA | VIACOM INC NEW CL Astock | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
VC | VISTEON CORP COM NEWstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
VOD | Sell | VODAFONE GROUP NEW ADR Fadr | $3,000 | -40.0% | 157 | -50.5% | 0.00% | -100.0% |
VNO | Buy | VORNADO RLTY TR SH BEN INTreit | $1,000 | 0.0% | 13 | +8.3% | 0.00% | – |
VMC | VULCAN MATLS CO COMstock | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
WAB | Sell | WABTEC CORP COMstock | $1,000 | -50.0% | 16 | -40.7% | 0.00% | – |
WPG | WASHINGTON PRIME GROUP INCreit | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
WEN | WENDYS CO COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
WDC | Buy | WESTERN DIGITAL CORP COMstock | $2,000 | 0.0% | 39 | +2.6% | 0.00% | – |
WMB | Buy | WILLIAMS COS INC DEL COMstock | $1,000 | -50.0% | 54 | +1.9% | 0.00% | – |
DLN | WISDOMTREE LARGE CAP DIVIDENDetf | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
WYND | Buy | WYNDHAM WORLDWIDE CORPstock | $0 | -100.0% | 11 | +10.0% | 0.00% | – |
ACCO | Buy | ACCO BRANDS CORP COMstock | $0 | -100.0% | 14 | +7.7% | 0.00% | – |
XLNX | Buy | XILINX INC COMstock | $1,000 | 0.0% | 14 | +27.3% | 0.00% | – |
ALLE | ALLEGION PUB LTD CO ORD SHSstock | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
BPY | Buy | BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTNstock | $0 | -100.0% | 10 | +11.1% | 0.00% | – |
BG | Buy | BUNGE LIMITED Fstock | $1,000 | 0.0% | 11 | +10.0% | 0.00% | – |
CCEP | Buy | COCA COLA ENTERPRISEINCstock | $3,000 | 0.0% | 52 | +2.0% | 0.00% | – |
IVZ | Buy | INVESCO PLC NEW SPONSORED ADRstock | $1,000 | 0.0% | 33 | +3.1% | 0.00% | – |
JCI | Buy | JOHNSON CTLS INCstock | $1,000 | 0.0% | 21 | +5.0% | 0.00% | – |
LBTYA | LIBERTY GLOBAL PLC CL Astock | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
LBTYK | LIBERTY GLOBAL PLC SHS CL Cstock | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
MRVL | Buy | MARVELL TECHNOLOGY GROUP LTDstock | $2,000 | 0.0% | 71 | +1.4% | 0.00% | – |
STX | Buy | SEAGATE TECHNOLOGYstock | $1,000 | 0.0% | 11 | +10.0% | 0.00% | – |
PNR | PENTAIR PLC SHSstock | $0 | -100.0% | 7 | 0.0% | 0.00% | – | |
LILA | LIBERTY LATIN AMERICA LTD COM CL Astock | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
LILAK | LIBERTY LATIN AMERICA LTD COM CL Cstock | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
TEL | TE CONNECTIVITY LTDstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
CLB | Buy | CORE LABORATORIES NVstock | $1,000 | 0.0% | 21 | +5.0% | 0.00% | – |
UA | Exit | UNDER ARMOUR INC CL Cstock | $0 | – | -100 | -100.0% | 0.00% | – |
PAGP | Exit | PLAINS GP HLDGS LP SHS CL A REPSTG LTD PARTNER INTstock | $0 | – | -122 | -100.0% | 0.00% | – |
CC | Exit | CHEMOURS CO COMstock | $0 | – | -51 | -100.0% | 0.00% | – |
LEXEA | Exit | LIBERTY EXPEDIA HLDGS INC SER A COMstock | $0 | – | -43 | -100.0% | 0.00% | – |
IGM | Exit | ISHARES S&P NORTH AMER TECHNOLOGYetf | $0 | – | 0 | +100.0% | 0.00% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC COMstock | $0 | – | -43 | -100.0% | 0.00% | – |
GER | Exit | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $0 | – | -556 | -100.0% | 0.00% | – |
IGV | Exit | ISHARES S&P NORTH AMER TECH-SOFTWAREetf | $0 | – | 0 | +100.0% | 0.00% | – |
GMWSB | Exit | GENERAL MTRS CO WTS EXP 07/10/2019stock | $0 | – | -142 | -100.0% | 0.00% | – |
CMP | Exit | COMPASS MINERALS INTL INC COMstock | $0 | – | -61 | -100.0% | 0.00% | – |
LYG | Exit | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $0 | – | -753 | -100.0% | 0.00% | – |
NCR | Exit | NCR CORPstock | $0 | – | -20 | -100.0% | 0.00% | – |
ADM | Exit | ARCHER DANIELS MIDLAND CO COMstock | $0 | – | -43 | -100.0% | 0.00% | – |
LTHM | Exit | LIVENT CORP COMstock | $0 | – | -234 | -100.0% | 0.00% | – |
TDF | Exit | TEMPLETON DRAGONcef | $0 | – | -83 | -100.0% | 0.00% | – |
CINF | Exit | CINCINNATI FINL CORP COMstock | $0 | – | -13 | -100.0% | 0.00% | – |
JBHT | Exit | JB HUNT TRANSPORT SERVICESstock | $0 | – | -123 | -100.0% | -0.00% | – |
WELL | Exit | HEALTH CARE REIT INCreit | $0 | – | -81 | -100.0% | -0.00% | – |
BTTGY | Exit | BT GROUP PLC ADRadr | $0 | – | -304 | -100.0% | -0.00% | – |
TMK | Exit | TORCHMARK CORP COMstock | $0 | – | -121 | -100.0% | -0.00% | – |
CODI | Exit | COMPASS DIVERSIFIED HOLDINGS SH BEN INTstock | $0 | – | -534 | -100.0% | -0.00% | – |
NTR | Exit | NUTRIEN LTD COMstock | $0 | – | -205 | -100.0% | -0.00% | – |
SRC | Exit | SPIRIT RLTY CAP INC NEW COM NEWreit | $0 | – | -95 | -100.0% | -0.00% | – |
VTR | Exit | VENTAS INCreit | $0 | – | -75 | -100.0% | -0.00% | – |
WP | Exit | WORLDPAY INC CL Astock | $0 | – | -70 | -100.0% | -0.00% | – |
TEVA | Exit | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $0 | – | -700 | -100.0% | -0.00% | – |
DSE | Exit | DUFF & PHELPS SLT ENGY AND MID COMcef | $0 | – | -1,952 | -100.0% | -0.00% | – |
DPZ | Exit | DOMINOS PIZZA INCstock | $0 | – | -39 | -100.0% | -0.00% | – |
SNH | Exit | SENIOR HSG PPTYS TR SH BEN INTreit | $0 | – | -550 | -100.0% | -0.00% | – |
LAMR | Exit | LAMAR ADVERTISING CO NEW CL Areit | $0 | – | -57 | -100.0% | -0.00% | – |
RHT | Exit | RED HAT! INC.stock | $0 | – | -20 | -100.0% | -0.00% | – |
MAIN | Exit | MAIN STREET CAPITAL CORP COMcef | $0 | – | -375 | -100.0% | -0.00% | – |
RFI | Exit | COHEN & STEERS TOTAL RETURN FD COMcef | $0 | – | -1,306 | -100.0% | -0.00% | – |
SZC | Exit | CUSHING RENAISSANCE FD COMcef | $0 | – | -1,202 | -100.0% | -0.00% | – |
BPFH | Exit | BOSTON PRIVATE FINANCIAL HLDGS INC (FORM BOSTON PRIVATE BANCORP INC)stock | $0 | – | -1,183 | -100.0% | -0.00% | – |
FCX | Exit | FREEPORT MCMORAN COPPERstock | $0 | – | -1,012 | -100.0% | -0.00% | – |
IFF | Exit | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $0 | – | -108 | -100.0% | -0.00% | – |
URI | Exit | UNITED RENTALS INC COMstock | $0 | – | -90 | -100.0% | -0.00% | – |
FLO | Exit | FLOWERS FOODS INC COMstock | $0 | – | -521 | -100.0% | -0.00% | – |
THQ | Exit | TEKLA HEALTHCARE OPPORTUNIT FD SHScef | $0 | – | -1,073 | -100.0% | -0.00% | – |
WHF | Exit | WHITEHORSE FIN INC COMcef | $0 | – | -1,660 | -100.0% | -0.00% | – |
UBS | Exit | UBS AG NEW Fstock | $0 | – | -1,728 | -100.0% | -0.00% | – |
RQI | Exit | COHEN & STEERS QUALITY RLTY FD COMcef | $0 | – | -2,289 | -100.0% | -0.00% | – |
BOTZ | Exit | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $0 | – | -1,553 | -100.0% | -0.00% | – |
MTB | Exit | M & T BK CORP COMstock | $0 | – | -267 | -100.0% | -0.01% | – |
TSS | Exit | TOTAL SYS SVCS INC COMstock | $0 | – | -335 | -100.0% | -0.01% | – |
DPG | Exit | DUFF & PHELPS UTILITY INCM FND COMcef | $0 | – | -2,767 | -100.0% | -0.01% | – |
VHT | Exit | VANGUARD HEALTH CARE INDEX FUNDetf | $0 | – | -294 | -100.0% | -0.01% | – |
LLL | Exit | L-3 COMMUNICATIONS HLDGS INCstock | $0 | – | -282 | -100.0% | -0.01% | – |
APC | Exit | ANADARKO PETE CORPstock | $0 | – | -1,150 | -100.0% | -0.01% | – |
DWX | Exit | SPDR S & P INTL DIVIDENDetf | $0 | – | -8,208 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR RUSSELL MIDCAP INDEX FD | 42 | Q3 2023 | 12.5% |
VANGUARD FTSE EMERGING MARKETS ETF | 42 | Q3 2023 | 9.4% |
IQ HEDGE MULTISTRATEGY TRACKER ETF | 42 | Q3 2023 | 9.9% |
ISHARES MORNINGSTAR LARGE GROWTH ETF | 42 | Q3 2023 | 9.6% |
ISHARES RUSSELL 2000 ETF | 42 | Q3 2023 | 9.0% |
ISHARES TR SP GLOBAL 100 INDEXFD | 42 | Q3 2023 | 11.5% |
WISDOMTREE TR INTL LARGECAP DIVID FD | 42 | Q3 2023 | 1.0% |
MAGNA INTL INC COM | 42 | Q3 2023 | 1.5% |
ISHARES MSCI EUROZONE ETF | 42 | Q3 2023 | 1.0% |
VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL2000 INDEX FD ETF SHS | 42 | Q3 2023 | 0.7% |
View Baystate Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-29 |
13F-HR | 2023-10-26 |
13F-HR/A | 2023-09-21 |
13F-HR | 2023-08-02 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-02 |
13F-HR | 2022-04-19 |
13F-HR | 2022-01-21 |
View Baystate Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.