$1.11 Billion is the total value of Baystate Wealth Management LLC's 924 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 32.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPDW | Buy | SPDR S&P WORLD EX-USetf | $102,430,000 | +6.3% | 2,807,853 | +5.5% | 9.24% | -3.1% |
IWY | Sell | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $101,361,000 | +12.7% | 584,718 | -0.7% | 9.15% | +2.8% |
PRF | Buy | INVESCO FTSE RAFI US 1000 ETFetf | $92,912,000 | +11.0% | 541,128 | +2.4% | 8.38% | +1.2% |
IVV | Buy | ISHARES S&P 500 INDEXetf | $80,504,000 | +11.8% | 168,775 | +1.0% | 7.26% | +1.9% |
SPSB | Buy | SPDR BARCLAYS CAPITAL SHORT TERM CORP BDetf | $66,898,000 | +1.3% | 2,160,102 | +2.2% | 6.04% | -7.7% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $51,763,000 | +5.4% | 1,046,571 | +6.5% | 4.67% | -3.9% |
IWR | Buy | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $49,972,000 | +10.0% | 602,000 | +3.6% | 4.51% | +0.3% |
VTV | Buy | VANGUARD VALUE ETFetf | $43,835,000 | +11.7% | 297,974 | +2.8% | 3.96% | +1.8% |
QAI | Buy | IQ HEDGE MULTI-STRATEGY TRACKER ETFetf | $42,854,000 | +4.3% | 1,348,027 | +4.2% | 3.87% | -4.9% |
AGG | Buy | ISHARES AGGREGATE BOND ETFetf | $40,112,000 | +1.7% | 351,615 | +2.4% | 3.62% | -7.3% |
VLUE | Buy | ISHARES MSCI USA VALUE FACTOR ETFetf | $36,144,000 | +14.7% | 330,176 | +5.5% | 3.26% | +4.6% |
VIOV | Buy | VANGUARD S&P SMALL-CAP 600 VALUE ETFetf | $35,701,000 | +10.9% | 197,789 | +6.9% | 3.22% | +1.1% |
ICSH | Buy | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $33,275,000 | +3.1% | 660,356 | +3.3% | 3.00% | -6.0% |
GWX | Buy | SPDR INDEX SHS FDS S&P INTL SMALL CAP ETFetf | $32,811,000 | +3.5% | 868,708 | +5.4% | 2.96% | -5.7% |
SYK | Buy | STRYKER CORPstock | $24,120,000 | +1.7% | 90,197 | +0.3% | 2.18% | -7.3% |
RODM | Buy | HARTFORD MULTIFACTOR DEVELOPED MARKETS EX-US ETFetf | $21,245,000 | +5.7% | 705,571 | +5.7% | 1.92% | -3.6% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $18,949,000 | +6.7% | 105,947 | +1.0% | 1.71% | -2.7% |
AAPL | Sell | APPLE INCstock | $13,283,000 | +12.7% | 74,803 | -10.2% | 1.20% | +2.8% |
EZU | Buy | ISHARES INC MSCI EMUINDEX FDetf | $10,513,000 | +7.8% | 214,512 | +5.8% | 0.95% | -1.7% |
VO | Buy | VANGUARD MID CAPetf | $10,189,000 | +9.3% | 39,991 | +1.5% | 0.92% | -0.4% |
DAVA | ENDAVA PLC ADSadr | $7,556,000 | +23.6% | 45,000 | 0.0% | 0.68% | +12.7% | |
SHY | Sell | ISHARES 1-3 YR TREASURY BOND ETFetf | $7,251,000 | -4.5% | 84,768 | -3.9% | 0.65% | -13.0% |
MSFT | Buy | MICROSOFTstock | $5,165,000 | +24.3% | 15,357 | +4.2% | 0.47% | +13.4% |
DSI | Sell | ISHARES TR KLD 400 SOCIAL INDEX FDetf | $4,944,000 | +3.8% | 53,206 | -7.1% | 0.45% | -5.3% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $4,899,000 | +10.8% | 28,637 | +4.6% | 0.44% | +0.9% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $4,096,000 | +3.3% | 54,871 | +2.8% | 0.37% | -5.6% |
ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $4,062,000 | +2.5% | 51,116 | +1.1% | 0.37% | -6.4% |
EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $3,971,000 | +1.5% | 81,282 | +4.7% | 0.36% | -7.5% |
DOL | Buy | WISDOMTREE TR INTL LARGECAP DIVID FDetf | $3,698,000 | +4.2% | 74,838 | +0.3% | 0.33% | -4.8% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $3,693,000 | +12.0% | 21,502 | +0.1% | 0.33% | +2.1% |
DON | Sell | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $3,051,000 | +6.6% | 68,779 | -0.4% | 0.28% | -2.8% |
BND | Sell | VANGUARD TOTAL BOND MARKET ETFetf | $3,021,000 | -16.5% | 35,648 | -15.8% | 0.27% | -23.7% |
ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $2,757,000 | +21.1% | 25,553 | +10.6% | 0.25% | +10.7% |
XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDRetf | $2,580,000 | +9.2% | 33,457 | -2.5% | 0.23% | -0.4% |
NULV | Sell | NUVEEN ESG LARGE-CAP VALUE ETFetf | $2,401,000 | -0.9% | 61,775 | -4.4% | 0.22% | -9.6% |
SDY | Buy | SPDR SER TR S&P DIVID ETFetf | $2,353,000 | +11.3% | 18,222 | +1.3% | 0.21% | +1.4% |
VUG | Buy | VANGUARD GROWTH ETFetf | $2,309,000 | +130.7% | 7,195 | +108.6% | 0.21% | +110.1% |
SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFetf | $2,241,000 | +8.3% | 27,725 | -0.5% | 0.20% | -1.5% |
UFPT | Buy | UFP TECHNOLOGIES INC COMstock | $2,209,000 | +14.3% | 31,447 | +0.2% | 0.20% | +4.2% |
SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $2,207,000 | +181.9% | 39,527 | +154.7% | 0.20% | +158.4% |
SPY | Buy | SPDR S&P 500 ETFetf | $2,159,000 | +100.1% | 4,545 | +80.9% | 0.20% | +82.2% |
PFE | Buy | PFIZER INC COMstock | $2,123,000 | +39.6% | 35,955 | +1.6% | 0.19% | +27.2% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $2,057,000 | +23.3% | 12,249 | +14.9% | 0.19% | +12.7% |
IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,030,000 | +27.2% | 6,642 | +14.0% | 0.18% | +15.8% |
BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $1,977,000 | +9.6% | 6,611 | 0.0% | 0.18% | -0.6% | |
HD | Buy | HOME DEPOTstock | $1,973,000 | +28.0% | 4,755 | +1.3% | 0.18% | +16.3% |
QQQ | Buy | POWERSHARES QQQ TRetf | $1,966,000 | +39.3% | 4,942 | +25.4% | 0.18% | +26.4% |
UNP | Buy | UNION PAC CORP COMstock | $1,955,000 | +29.0% | 7,760 | +0.4% | 0.18% | +17.3% |
AMT | Buy | AMERICAN TOWER CORPreit | $1,886,000 | +11.4% | 6,449 | +1.1% | 0.17% | +1.2% |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $1,882,000 | +5.3% | 11,504 | -10.0% | 0.17% | -4.0% |
NOBL | Sell | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $1,830,000 | +10.0% | 18,643 | -0.8% | 0.16% | 0.0% |
WMT | Buy | WALMART INC COMstock | $1,799,000 | +5.3% | 12,434 | +1.5% | 0.16% | -4.1% |
IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $1,798,000 | +39.6% | 15,702 | +33.1% | 0.16% | +27.6% |
FMC | Buy | FMC CORP COM NEWstock | $1,760,000 | +20.6% | 16,015 | +0.5% | 0.16% | +10.4% |
AMZN | Buy | AMAZON.COM INCstock | $1,757,000 | +3.2% | 527 | +1.7% | 0.16% | -5.4% |
MGA | MAGNA INTL INC CL Astock | $1,563,000 | +7.6% | 19,309 | 0.0% | 0.14% | -2.1% | |
ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $1,486,000 | -2.5% | 37,371 | +1.6% | 0.13% | -11.3% |
XOM | Buy | EXXON MOBIL CORP COMstock | $1,439,000 | +31.1% | 23,519 | +25.9% | 0.13% | +19.3% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $1,432,000 | +62.9% | 18,195 | +61.5% | 0.13% | +48.3% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,375,000 | +19.3% | 8,683 | +23.3% | 0.12% | +8.8% |
CBU | Buy | COMMUNITY BK SYS INC COMstock | $1,338,000 | +9.5% | 17,968 | +0.6% | 0.12% | 0.0% |
IOO | Buy | ISHARES TR S&P GLOBAL 100 INDEXFDetf | $1,346,000 | +22.6% | 17,251 | +11.8% | 0.12% | +11.0% |
EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $1,310,000 | +57.8% | 25,998 | +59.3% | 0.12% | +43.9% |
ESML | Sell | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $1,302,000 | -5.2% | 32,299 | -8.3% | 0.12% | -14.0% |
FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $1,294,000 | +8.8% | 30,074 | -0.9% | 0.12% | -0.8% |
EFG | Buy | ISHARES MSCI EAFE GROWTH INDEX ETFetf | $1,233,000 | +65.9% | 11,181 | +60.2% | 0.11% | +50.0% |
GVI | Sell | iShares Intermediate Government/Credit Bond ETFetf | $1,229,000 | -2.0% | 10,808 | -0.7% | 0.11% | -10.5% |
MDY | Buy | S & P MID CAP 400 DEP RCPTS MID CAPetf | $1,227,000 | +13.5% | 2,369 | +5.4% | 0.11% | +3.7% |
IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $1,184,000 | +11.8% | 22,368 | +12.4% | 0.11% | +1.9% |
SHW | Buy | SHERWIN WILLIAMS CO COMstock | $1,097,000 | +247.2% | 3,113 | +175.5% | 0.10% | +219.4% |
GOOGL | Buy | GOOGLE INCstock | $1,083,000 | +8.8% | 374 | +0.5% | 0.10% | 0.0% |
SUSB | Buy | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $1,089,000 | +5.8% | 42,451 | +7.2% | 0.10% | -3.9% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $1,081,000 | +33.1% | 11,577 | +12.0% | 0.10% | +22.5% |
NUMV | Buy | NUVEEN ESG MID-CAP VALUE ETFetf | $1,090,000 | +2.0% | 29,512 | +0.2% | 0.10% | -7.5% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $1,071,000 | +13.6% | 9,553 | +4.7% | 0.10% | +4.3% |
NUMG | Buy | NUVEEN ESG MID-CAP GROWTH ETFetf | $1,063,000 | -3.8% | 21,602 | +6.3% | 0.10% | -11.9% |
PEP | Buy | PEPSICO INC COMstock | $955,000 | +17.9% | 5,500 | +2.1% | 0.09% | +7.5% |
CSCO | Buy | CISCO SYS INCstock | $944,000 | +20.1% | 14,892 | +3.1% | 0.08% | +9.0% |
GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $929,000 | +9.9% | 34,808 | +9.3% | 0.08% | 0.0% |
BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $913,000 | +14.1% | 9,980 | +14.1% | 0.08% | +3.8% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $883,000 | +9.0% | 305 | +0.3% | 0.08% | 0.0% |
IWX | Sell | ISHARES RUSSELL TOP 200 VALUE ETFetf | $891,000 | +2.5% | 12,714 | -4.0% | 0.08% | -7.0% |
VZ | Buy | VERIZON COMMUNICATIONSstock | $876,000 | +6.3% | 16,855 | +10.5% | 0.08% | -3.7% |
DIS | Buy | DISNEY WALT CO COMstock | $879,000 | -6.1% | 5,673 | +2.5% | 0.08% | -15.1% |
LOW | Buy | LOWES COS INC COMstock | $860,000 | +28.7% | 3,326 | +1.0% | 0.08% | +18.2% |
IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $860,000 | +551.5% | 3,037 | +505.0% | 0.08% | +500.0% |
IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $831,000 | +2.5% | 3,737 | +0.8% | 0.08% | -6.2% |
MET | Buy | METLIFE INC COMstock | $820,000 | +2.9% | 13,125 | +1.6% | 0.07% | -6.3% |
IGSB | Sell | ISHARES 1-3 YR CREDIT BOND ETFetf | $807,000 | -11.3% | 14,977 | -10.0% | 0.07% | -18.9% |
ABT | Buy | ABBOTT LABS COMstock | $777,000 | +23.5% | 5,519 | +3.6% | 0.07% | +12.9% |
JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $753,000 | +240.7% | 11,909 | +220.7% | 0.07% | +209.1% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $758,000 | +9.4% | 3,140 | +0.6% | 0.07% | -1.4% |
EAGG | Buy | ISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf | $752,000 | +4.9% | 13,626 | +4.8% | 0.07% | -4.2% |
DKNG | New | DRAFTKINGS INC COM CL Astock | $751,000 | – | 27,327 | +100.0% | 0.07% | – |
BAC | Buy | BK OF AMERICA CORP COMstock | $740,000 | +5.7% | 16,639 | +0.9% | 0.07% | -2.9% |
IBM | Sell | INTL BUSINESS MACHINESstock | $732,000 | -6.8% | 5,473 | -3.1% | 0.07% | -15.4% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $715,000 | +43.6% | 2,431 | +1.2% | 0.06% | +32.7% |
TSLA | Buy | TESLA MOTORS INCstock | $660,000 | +103.1% | 625 | +49.2% | 0.06% | +87.5% |
GRPU | GRANITE REAL ESTATE INC COM NPV ISIN CA3874311093 SEDOL B89VGB2stock | $648,000 | +17.2% | 7,776 | 0.0% | 0.06% | +5.5% | |
TIP | Buy | ISHARES TIPS BOND ETFetf | $629,000 | +78.2% | 4,872 | +76.5% | 0.06% | +62.9% |
SHV | ISHARES TR LEHMAN SHORT TREA BDFDetf | $632,000 | 0.0% | 5,721 | 0.0% | 0.06% | -9.5% | |
COMT | Buy | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $628,000 | +108.6% | 20,345 | +142.6% | 0.06% | +90.0% |
ACWX | Buy | ISHARES MSCI ACWI EX USetf | $608,000 | +180.2% | 10,930 | +179.5% | 0.06% | +161.9% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $600,000 | -9.5% | 11,924 | +0.6% | 0.05% | -18.2% |
ABBV | Buy | ABBVIE INC COMstock | $596,000 | +38.0% | 4,399 | +10.0% | 0.05% | +25.6% |
T | Buy | AT&T INC COMstock | $592,000 | +65.8% | 24,078 | +82.3% | 0.05% | +51.4% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDRetf | $571,000 | +4.4% | 14,634 | +0.4% | 0.05% | -3.7% |
NKE | Buy | NIKE INC CLASS Bstock | $575,000 | +18.8% | 3,447 | +3.5% | 0.05% | +8.3% |
MCD | Buy | MCDONALDS CORP COMstock | $560,000 | +14.8% | 2,087 | +3.2% | 0.05% | +6.2% |
FB | Buy | META PLATFORMS INC CL Astock | $570,000 | +0.5% | 1,694 | +1.3% | 0.05% | -8.9% |
ORCL | Buy | ORACLE CORPORATIONstock | $549,000 | +1.3% | 6,293 | +1.2% | 0.05% | -7.4% |
ROK | ROCKWELL AUTOMATION INC COMstock | $535,000 | +18.6% | 1,533 | 0.0% | 0.05% | +6.7% | |
VV | Buy | VANGUARD LARGE CAPetf | $512,000 | +337.6% | 2,316 | +297.3% | 0.05% | +283.3% |
VB | Buy | VANGUARD SMALL CAP ETFetf | $497,000 | +392.1% | 2,197 | +375.5% | 0.04% | +350.0% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $462,000 | +13.2% | 5,367 | +13.0% | 0.04% | +5.0% |
UPS | Sell | UNITED PARCEL SERVICE INCstock | $457,000 | +15.7% | 2,131 | -1.8% | 0.04% | +5.1% |
BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $451,000 | +9.7% | 1 | 0.0% | 0.04% | 0.0% | |
ES | Buy | EVERSOURCE ENERGY COMstock | $456,000 | +12.0% | 5,009 | +0.7% | 0.04% | +2.5% |
VTWO | Buy | VANGUARD RUSSELL2000 INDEX FD ETFetf | $439,000 | +2.3% | 4,889 | +0.8% | 0.04% | -4.8% |
LMT | Buy | LOCKHEED MARTIN CORPstock | $448,000 | +75.0% | 1,259 | +69.4% | 0.04% | +60.0% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $438,000 | +351.5% | 2,100 | +326.8% | 0.04% | +300.0% |
INTC | Buy | INTEL CORP COMstock | $431,000 | +14.3% | 8,360 | +18.3% | 0.04% | +5.4% |
AMGN | Buy | AMGEN INCstock | $416,000 | +9.5% | 1,848 | +3.3% | 0.04% | 0.0% |
ILCG | Buy | ISHARES MORNINGSTAR LARGE GROWTH ETFetf | $408,000 | +14.3% | 5,674 | +4.1% | 0.04% | +5.7% |
UNH | Buy | UNITEDHEALTH GROUPstock | $415,000 | +34.3% | 826 | +4.7% | 0.04% | +19.4% |
MRK | Buy | MERCK & CO INCstock | $385,000 | +4.1% | 5,020 | +1.9% | 0.04% | -5.4% |
CVS | Buy | CVS HEALTH CORP COMstock | $388,000 | +175.2% | 3,764 | +126.6% | 0.04% | +150.0% |
BIIB | BIOGEN IDEC INCstock | $375,000 | -15.3% | 1,564 | 0.0% | 0.03% | -22.7% | |
EBC | Buy | EASTERN BANKSHARES INC COMstock | $379,000 | -0.3% | 18,770 | +0.4% | 0.03% | -10.5% |
ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $366,000 | +27.5% | 1,482 | +3.2% | 0.03% | +17.9% |
IXG | Buy | ISHARES TR S&P GLOBAL FINLS SECTORetf | $354,000 | +34.1% | 4,419 | +31.4% | 0.03% | +23.1% |
MUB | Buy | ISHARES AMT-FREE MUNI BOND ETFetf | $354,000 | +420.6% | 3,046 | +419.8% | 0.03% | +357.1% |
IXN | Sell | ISHARES GLOBAL TECH ETFetf | $347,000 | +7.1% | 5,393 | -5.7% | 0.03% | -3.1% |
V | Buy | VISA INCstock | $343,000 | -2.0% | 1,581 | +0.5% | 0.03% | -11.4% |
LTHM | LIVENT CORP COMstock | $341,000 | +5.2% | 14,000 | 0.0% | 0.03% | -3.1% | |
CROX | CROCS INCstock | $341,000 | -10.7% | 2,663 | 0.0% | 0.03% | -18.4% | |
AER | Buy | AERCAP HOLDINGS NV SHSstock | $327,000 | – | 5,002 | +250000.0% | 0.03% | – |
CI | Buy | CIGNA CORPstock | $338,000 | +122.4% | 1,472 | +93.7% | 0.03% | +100.0% |
SBUX | Buy | STARBUCKS CORPstock | $329,000 | +7.9% | 2,816 | +1.7% | 0.03% | 0.0% |
FALN | Buy | ISHARES FALLEN ANGELS USD BOND ETFetf | $330,000 | +240.2% | 11,012 | +242.2% | 0.03% | +200.0% |
ADI | Buy | ANALOG DEVICES INC COMstock | $321,000 | +1184.0% | 1,825 | +1124.8% | 0.03% | +1350.0% |
MA | MASTERCARD INCstock | $324,000 | +3.5% | 901 | 0.0% | 0.03% | -6.5% | |
IYE | Buy | ISHARES DJ US ENERGYetf | $308,000 | +63.0% | 10,218 | +53.0% | 0.03% | +47.4% |
IWN | Buy | ISHARES RUSSELL 2000 VALUEetf | $309,000 | +5.1% | 1,860 | +1.3% | 0.03% | -3.4% |
SPTL | Buy | SPDR BARCLAYS CAPITAL LONG TERM TREASURIESetf | $315,000 | +303.8% | 7,469 | +293.5% | 0.03% | +250.0% |
CVX | Buy | CHEVRON CORP NEW COMstock | $295,000 | +17.5% | 2,509 | +1.6% | 0.03% | +8.0% |
QCOM | Buy | QUALCOMM INCstock | $298,000 | +41.9% | 1,630 | +0.3% | 0.03% | +28.6% |
PPG | Sell | PPG INDS INC COMstock | $301,000 | +19.0% | 1,748 | -1.1% | 0.03% | +8.0% |
IYW | Buy | ISHARES DJ US TECHNOLOGYetf | $283,000 | +13.7% | 2,462 | +0.1% | 0.03% | +4.0% |
IUSV | Buy | ISHARES CORE S&P U.S. VALUE ETFetf | $278,000 | +892.9% | 3,644 | +811.0% | 0.02% | +733.3% |
HON | Buy | HONEYWELL INTL INCstock | $276,000 | +2.2% | 1,321 | +3.9% | 0.02% | -7.4% |
DAL | Sell | DELTA AIR LINES INC DEL CMNstock | $264,000 | -19.5% | 6,756 | -12.1% | 0.02% | -25.0% |
VSS | Buy | VANGUARD FTSE ALL WORLD EX-US ETFetf | $263,000 | +32.2% | 1,960 | +31.7% | 0.02% | +20.0% |
D | Buy | DOMINION RESOURCES INCstock | $271,000 | +27000.0% | 3,443 | +31200.0% | 0.02% | – |
AVGO | Buy | AVAGO TECHNOLOGIES LTDstock | $261,000 | +40.3% | 391 | +1.8% | 0.02% | +33.3% |
VEU | Buy | VANGUARD FTSE ALL-WORLD EX-USetf | $264,000 | +87.2% | 4,307 | +86.7% | 0.02% | +71.4% |
GIS | Sell | GENERAL MLS INC COMstock | $263,000 | +11.0% | 3,898 | -1.6% | 0.02% | +4.3% |
BX | Buy | BLACKSTONE INC COMstock | $265,000 | +11.3% | 2,049 | +0.2% | 0.02% | 0.0% |
W | New | WAYFAIR INC CL Astock | $259,000 | – | 1,363 | +100.0% | 0.02% | – |
HCA | New | HCA INCstock | $257,000 | – | 1,001 | +100.0% | 0.02% | – |
REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf | $252,000 | +8.6% | 3,423 | 0.0% | 0.02% | 0.0% | |
EOG | Buy | EOG RESOURCES INCstock | $256,000 | +1500.0% | 2,883 | +1313.2% | 0.02% | +1050.0% |
USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $250,000 | +3471.4% | 3,089 | +2958.4% | 0.02% | +2200.0% |
TXN | Buy | TEXAS INSTRS INC COMstock | $254,000 | +5.4% | 1,347 | +7.5% | 0.02% | -4.2% |
VOO | Sell | VANGUARD S&P 500 ETFetf | $254,000 | -10.2% | 581 | -19.1% | 0.02% | -17.9% |
COST | Buy | COSTCO WHOLESALE CORPstock | $255,000 | +30.8% | 448 | +3.2% | 0.02% | +21.1% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $259,000 | +137.6% | 5,078 | +134.3% | 0.02% | +109.1% |
SPLB | Buy | SPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETFetf | $250,000 | +371.7% | 7,950 | +374.1% | 0.02% | +360.0% |
IUSG | New | ISHARES CORE S&P U.S. GROWTH ETFetf | $239,000 | – | 2,070 | +100.0% | 0.02% | – |
IDOG | Sell | ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETFetf | $244,000 | +0.8% | 8,758 | -1.3% | 0.02% | -8.3% |
ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $247,000 | +29.3% | 1,000 | +8.5% | 0.02% | +15.8% |
VCSH | Buy | VANGUARD SHORT TERM CORP BOND FD ETFetf | $243,000 | -0.8% | 2,992 | +0.7% | 0.02% | -8.3% |
BRKL | Buy | BROOKLINE BANCORP INC CMNstock | $237,000 | +6.8% | 14,628 | +0.8% | 0.02% | -4.5% |
KO | Buy | COCA COLA CO COMstock | $238,000 | +17.2% | 4,018 | +3.7% | 0.02% | +5.0% |
SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $229,000 | +19.9% | 3,128 | +21.9% | 0.02% | +10.5% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $222,000 | -24.5% | 1,178 | +4.4% | 0.02% | -31.0% |
INDB | Buy | INDEPENDENT BANK CORP MAstock | $220,000 | +96.4% | 2,696 | +83.9% | 0.02% | +81.8% |
EWJ | Buy | ISHARES MSCI JAPAN ETFetf | $217,000 | -4.0% | 3,239 | +0.7% | 0.02% | -9.1% |
NSC | Buy | NORFOLK SOUTHERN CRPstock | $207,000 | +24.7% | 696 | +0.1% | 0.02% | +18.8% |
VFH | Buy | VANGUARD FINANCIALS INDEX FUNDetf | $211,000 | +6.6% | 2,187 | +2.6% | 0.02% | -5.0% |
C | Buy | CITIGROUP INCstock | $214,000 | +116.2% | 3,536 | +151.5% | 0.02% | +90.0% |
DHR | Buy | DANAHER CORPstock | $194,000 | +14.8% | 589 | +5.9% | 0.02% | +5.9% |
CHD | Buy | CHURCH & DWIGHT INCstock | $197,000 | +25.5% | 1,926 | +1.4% | 0.02% | +12.5% |
PAYX | Buy | PAYCHEX INCstock | $187,000 | +22.2% | 1,368 | +0.3% | 0.02% | +13.3% |
CRM | Buy | SALESFORCE COMstock | $184,000 | +5.1% | 723 | +12.1% | 0.02% | 0.0% |
ALNY | ALNYLAM PHARMACEUTICALS INCstock | $179,000 | -10.1% | 1,055 | 0.0% | 0.02% | -20.0% | |
MS | Buy | MORGAN STANLEYstock | $181,000 | +1.7% | 1,843 | +0.7% | 0.02% | -11.1% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $176,000 | +4.1% | 880 | +2.0% | 0.02% | -5.9% |
YUM | YUM! BRANDS INCstock | $181,000 | +13.8% | 1,300 | 0.0% | 0.02% | 0.0% | |
AMLP | Buy | ALPS TRUST ETF ALERIAN MLPetf | $171,000 | +62.9% | 5,228 | +65.5% | 0.02% | +50.0% |
APD | Buy | AIR PRODS & CHEMS INC COMstock | $163,000 | +22.6% | 536 | +3.1% | 0.02% | +15.4% |
XLB | Buy | MATERIALS SELECT SECTOR SPDRetf | $162,000 | +912.5% | 1,789 | +764.3% | 0.02% | +650.0% |
DEO | Buy | DIAGEO PLCadr | $171,000 | +16.3% | 778 | +2.1% | 0.02% | 0.0% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $171,000 | +8.9% | 1,193 | +0.8% | 0.02% | -6.2% |
EMXC | Buy | ISHARES MSCI EMERGING MARKETS EX CHINA ETFetf | $162,000 | +2.5% | 2,672 | +2.5% | 0.02% | -6.2% |
MMM | Buy | 3M CO COMstock | $165,000 | +1.2% | 929 | +0.2% | 0.02% | -6.2% |
TGT | Buy | TARGET CORP COMstock | $167,000 | +20.1% | 720 | +18.8% | 0.02% | +7.1% |
BLK | BLACKROCK INCstock | $159,000 | +9.7% | 173 | 0.0% | 0.01% | 0.0% | |
GS | Buy | GOLDMAN SACHS GROUP INCstock | $153,000 | +2.0% | 399 | +0.5% | 0.01% | -6.7% |
CBT | Buy | CABOT CORP COMstock | $157,000 | +12.1% | 2,802 | +0.6% | 0.01% | 0.0% |
GPN | Buy | GLOBAL PAYMENTS INCstock | $149,000 | -13.9% | 1,102 | +0.3% | 0.01% | -23.5% |
IWS | Buy | ISHARES RUSSELL MIDCAP VALUE INDEXetf | $139,000 | +113.8% | 1,139 | +100.2% | 0.01% | +116.7% |
CL | Buy | COLGATE PALMOLIVE CO COMstock | $143,000 | +13.5% | 1,672 | +0.4% | 0.01% | +8.3% |
VIAC | Buy | CBS CORP CL Bstock | $139,000 | +504.3% | 4,594 | +678.6% | 0.01% | +550.0% |
MDT | Buy | MEDTRONIC PLC SHSstock | $140,000 | -6.0% | 1,355 | +13.7% | 0.01% | -13.3% |
FISV | FISERV INCstock | $140,000 | -4.8% | 1,351 | 0.0% | 0.01% | -13.3% | |
COP | Buy | CONOCOPHILLIPS COMstock | $144,000 | +6.7% | 2,000 | +0.7% | 0.01% | 0.0% |
SLVP | Buy | ISHARES INC MSCI GLOBAL SILVER MINERS FDetf | $147,000 | +5.0% | 11,391 | +0.1% | 0.01% | -7.1% |
GDXJ | Buy | MARKET VECTORS ETF TR JR GOLD MINERS ETF NEWetf | $140,000 | +10.2% | 3,334 | +0.4% | 0.01% | 0.0% |
SO | Buy | SOUTHERN CO COMstock | $136,000 | +10.6% | 1,987 | +0.4% | 0.01% | 0.0% |
BAX | Buy | BAXTER INTL INC COMstock | $129,000 | +8.4% | 1,497 | +0.9% | 0.01% | 0.0% |
DE | Buy | DEERE & CO COMstock | $129,000 | +11.2% | 375 | +8.7% | 0.01% | +9.1% |
DUK | DUKE ENERGY CORP NEW COM NEWstock | $131,000 | +7.4% | 1,246 | 0.0% | 0.01% | 0.0% | |
PLTR | New | PALANTIR TECHNOLOGIES INC CL Astock | $137,000 | – | 7,500 | +100.0% | 0.01% | – |
FAST | Buy | FASTENAL COstock | $130,000 | +25.0% | 2,022 | +0.2% | 0.01% | +20.0% |
CLX | Buy | CLOROX CO DEL COMstock | $128,000 | +7.6% | 731 | +1.8% | 0.01% | 0.0% |
ADBE | ADOBE SYS INCstock | $133,000 | -1.5% | 234 | 0.0% | 0.01% | -7.7% | |
XLK | Buy | TECHNOLOGY SELECT SECTOR SPDRetf | $129,000 | +17.3% | 740 | +0.1% | 0.01% | +9.1% |
ISRG | Buy | INTUITIVE SURGICAL, INC.stock | $118,000 | +20.4% | 327 | +230.3% | 0.01% | +10.0% |
TD | Buy | TORONTO DOMINION BANKstock | $124,000 | +34.8% | 1,613 | +15.8% | 0.01% | +22.2% |
SLYV | Buy | SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETFetf | $119,000 | +4.4% | 1,406 | +0.9% | 0.01% | 0.0% |
PBCT | Buy | PEOPLES BK BRIDGEPORT CNstock | $118,000 | +2.6% | 6,634 | +1.0% | 0.01% | 0.0% |
ZTS | Buy | ZOETIS INC CL Astock | $119,000 | +88.9% | 486 | +50.5% | 0.01% | +83.3% |
EMR | Buy | EMERSON ELEC CO COMstock | $127,000 | +3.3% | 1,367 | +4.9% | 0.01% | -8.3% |
LLY | Sell | LILLY ELI & CO COMstock | $127,000 | +17.6% | 460 | -1.1% | 0.01% | 0.0% |
LQD | Buy | ISHARES IBOXX CORPORATE BOND ETFetf | $123,000 | +0.8% | 925 | +0.8% | 0.01% | -8.3% |
MBB | Buy | ISHARES MBS BOND ETFetf | $117,000 | +17.0% | 1,091 | +18.3% | 0.01% | +10.0% |
IWO | Buy | ISHARES RUSSELL 2000 GROWTH INDEXetf | $119,000 | +95.1% | 407 | +94.7% | 0.01% | +83.3% |
JETS | New | U.S. GLOBAL JETS ETFetf | $106,000 | – | 5,032 | +100.0% | 0.01% | – |
VOT | Buy | VANGUARD MID CAP GROWTH ETFetf | $110,000 | +7.8% | 433 | +0.2% | 0.01% | 0.0% |
IAU | Buy | ISHARES GOLD TRUST ETFetf | $115,000 | +9.5% | 3,291 | +4.7% | 0.01% | 0.0% |
RGLD | Buy | ROYAL GOLD INCstock | $108,000 | +10.2% | 1,025 | +0.2% | 0.01% | 0.0% |
MTUM | Buy | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $108,000 | +3.8% | 593 | +0.2% | 0.01% | 0.0% |
UJAN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYetf | $112,000 | +1.8% | 3,540 | 0.0% | 0.01% | -9.1% | |
CSX | Buy | CSX CORPstock | $106,000 | +26.2% | 2,815 | +0.2% | 0.01% | +25.0% |
TJX | Buy | TJX COS INC NEW COMstock | $110,000 | +15.8% | 1,447 | +0.3% | 0.01% | +11.1% |
PKI | PERKINELMER INC COMstock | $105,000 | +16.7% | 520 | 0.0% | 0.01% | 0.0% | |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $96,000 | +20.0% | 610 | +16.4% | 0.01% | +12.5% |
WM | Buy | WASTE MANAGEMENT INCstock | $105,000 | +14.1% | 628 | +2.1% | 0.01% | 0.0% |
FUN | CEDAR FAIR L P DEP UNITstock | $100,000 | +7.5% | 2,000 | 0.0% | 0.01% | 0.0% | |
SPIB | Buy | SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETFetf | $95,000 | +4.4% | 2,634 | +5.8% | 0.01% | 0.0% |
CAH | New | CARDINAL HEALTH INCstock | $103,000 | – | 2,000 | +100.0% | 0.01% | – |
IDXX | Buy | IDEXX LABS INCstock | $99,000 | +16.5% | 151 | +11.0% | 0.01% | +12.5% |
XLE | Sell | ENERGY SELECT SECTOR SPDRetf | $102,000 | -1.0% | 1,837 | -7.1% | 0.01% | -10.0% |
SYY | Buy | SYSCO CORP COMstock | $97,000 | +1.0% | 1,234 | +0.5% | 0.01% | -10.0% |
MSEX | Buy | MIDDLESEX WTR CO COMstock | $98,000 | +16.7% | 816 | +0.2% | 0.01% | +12.5% |
SCHW | Buy | CHARLES SCHWAB CORPstock | $104,000 | +15.6% | 1,237 | +0.2% | 0.01% | 0.0% |
PTLC | Buy | PACER TRENDPILOT US LARGE CAP ETFetf | $100,000 | +9.9% | 2,417 | +0.7% | 0.01% | 0.0% |
IVW | New | ISHARES S&P 500 GROWTH ETFetf | $98,000 | – | 1,168 | +100.0% | 0.01% | – |
PFF | Sell | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $86,000 | +1.2% | 2,176 | -1.0% | 0.01% | 0.0% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $84,000 | -3.4% | 511 | -1.5% | 0.01% | -11.1% |
FNDX | Buy | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $88,000 | +23.9% | 1,502 | +13.6% | 0.01% | +14.3% |
KJAN | INNOVATOR RUSSELL 2000 POWER BUFFER ETF - JANUARYetf | $86,000 | +3.6% | 2,669 | 0.0% | 0.01% | 0.0% | |
LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $89,000 | -3.3% | 416 | +0.2% | 0.01% | -11.1% |
BBY | Buy | BEST BUY INC COMstock | $87,000 | -3.3% | 853 | +0.7% | 0.01% | -11.1% |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $84,000 | +5.0% | 966 | -0.5% | 0.01% | 0.0% |
ILMN | Buy | ILLUMINA INCstock | $85,000 | +4.9% | 224 | +12.0% | 0.01% | 0.0% |
NEM | Buy | NEWMONT CORP COMstock | $92,000 | +13.6% | 1,487 | +0.1% | 0.01% | 0.0% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $86,000 | +14.7% | 1,294 | +0.4% | 0.01% | +14.3% |
SPTI | Sell | SPDR SER TR LEHMAN INTER TERM TREAS ETFetf | $87,000 | -31.5% | 2,711 | -31.2% | 0.01% | -38.5% |
SPAB | New | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $85,000 | – | 2,875 | +100.0% | 0.01% | – |
WTRG | Buy | ESSENTIAL UTILS INC COMstock | $94,000 | +16.0% | 1,755 | +0.3% | 0.01% | 0.0% |
WPC | Sell | WP CAREY INC COMreit | $75,000 | +4.2% | 912 | -7.5% | 0.01% | 0.0% |
IBB | ISHARES NASDAQ BIOTECHNOLOGYetf | $80,000 | -5.9% | 527 | 0.0% | 0.01% | -12.5% | |
LIN | Buy | LINDE PLC SHSstock | $82,000 | +30.2% | 237 | +10.2% | 0.01% | +16.7% |
VNQ | Buy | VANGUARD REIT INDEX ETFetf | $79,000 | +33.9% | 682 | +18.4% | 0.01% | +16.7% |
BDX | Buy | BECTON DICKINSON & CO COMstock | $74,000 | +4.2% | 295 | +2.8% | 0.01% | 0.0% |
VTWV | Buy | VANGUARD RUSSELL 2000 VALUE ETFetf | $78,000 | +5.4% | 534 | +1.1% | 0.01% | 0.0% |
BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $76,000 | +16.9% | 1,258 | +4.1% | 0.01% | +16.7% |
BHF | Buy | BRIGHTHOUSE FINL INC COMstock | $73,000 | +14.1% | 1,411 | +0.5% | 0.01% | +16.7% |
AMAT | Buy | APPLIED MATLS INC COMstock | $75,000 | +41.5% | 478 | +15.7% | 0.01% | +40.0% |
BAM | Buy | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $77,000 | +13.2% | 1,267 | +0.2% | 0.01% | 0.0% |
MFC | Buy | MANULIFE FINL CORPstock | $83,000 | +1.2% | 4,335 | +1.2% | 0.01% | -12.5% |
POWW | Sell | AMMO INC COMstock | $82,000 | -46.8% | 15,000 | -40.0% | 0.01% | -53.3% |
IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $78,000 | +18.2% | 1,306 | +22.1% | 0.01% | 0.0% |
ACN | Buy | ACCENTURE LTD BERMUDA CL Astock | $80,000 | +37.9% | 192 | +5.5% | 0.01% | +16.7% |
STAG | Buy | STAG INDL INC COMreit | $72,000 | +24.1% | 1,491 | +0.7% | 0.01% | 0.0% |
HACK | Buy | ETFMG PRIME CYBER SECURITY ETFetf | $66,000 | +1.5% | 1,076 | +0.1% | 0.01% | 0.0% |
NUDM | Buy | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFetf | $70,000 | +2.9% | 2,259 | +4.4% | 0.01% | -14.3% |
BK | Buy | BANK NEW YORK MELLON CORP COMstock | $62,000 | +12.7% | 1,062 | +0.5% | 0.01% | +20.0% |
DELL | Buy | DELL TECHNOLOGIES INC CL Cstock | $71,000 | +36.5% | 1,267 | +153.4% | 0.01% | +20.0% |
CCI | Buy | CROWN CASTLE INTL CORPreit | $69,000 | +21.1% | 332 | +0.9% | 0.01% | 0.0% |
TECH | BIO-TECHNE CORP COMstock | $65,000 | +6.6% | 125 | 0.0% | 0.01% | 0.0% | |
GLD | SPDR GOLD ETFetf | $71,000 | +4.4% | 414 | 0.0% | 0.01% | -14.3% | |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $67,000 | +19.6% | 488 | +0.2% | 0.01% | 0.0% |
FCX | Buy | FREEPORT MCMORAN COPPERstock | $72,000 | +350.0% | 1,714 | +242.8% | 0.01% | +200.0% |
BWX | Buy | SPDR BARCLAYS CAPITAL INTL TREASURY BOND ETFetf | $61,000 | +52.5% | 2,142 | +55.0% | 0.01% | +50.0% |
MLPX | Buy | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETFetf | $62,000 | 0.0% | 1,752 | +1.3% | 0.01% | 0.0% |
MO | Buy | ALTRIA GROUP INC COMstock | $71,000 | +10.9% | 1,492 | +6.2% | 0.01% | 0.0% |
BA | Sell | BOEING CO COMstock | $70,000 | -43.1% | 348 | -37.5% | 0.01% | -50.0% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $65,000 | +10.2% | 1,171 | +0.6% | 0.01% | 0.0% |
SIVB | SVB FINANCIAL GROUP COMstock | $61,000 | +5.2% | 90 | 0.0% | 0.01% | 0.0% | |
VMW | New | VMWARE INC CL A CLASS Astock | $64,000 | – | 554 | +100.0% | 0.01% | – |
CERN | CERNER CORPstock | $72,000 | +30.9% | 778 | 0.0% | 0.01% | +20.0% | |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $67,000 | +6.3% | 1,068 | +0.8% | 0.01% | 0.0% |
IVE | New | ISHARES S&P 500 VALUE ETFetf | $62,000 | – | 393 | +100.0% | 0.01% | – |
QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $69,000 | +11.3% | 420 | +0.2% | 0.01% | 0.0% |
WRK | Buy | WESTROCK CO COMstock | $53,000 | -10.2% | 1,194 | +0.1% | 0.01% | -16.7% |
CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $59,000 | +3.5% | 1,087 | -0.8% | 0.01% | -16.7% |
BSX | Sell | BOSTON SCIENTIFIC CORPstock | $54,000 | -1.8% | 1,261 | -0.8% | 0.01% | 0.0% |
LPTX | LEAP THERAPEUTICS INC COMstock | $50,000 | -19.4% | 15,385 | 0.0% | 0.01% | -16.7% | |
HSY | Buy | HERSHEY CO COMstock | $55,000 | +14.6% | 286 | +0.4% | 0.01% | 0.0% |
EPAY | BOTTOMLINE TECHNOLOGIES INCstock | $56,000 | +43.6% | 1,000 | 0.0% | 0.01% | +25.0% | |
PRU | Buy | PRUDENTIAL FINL INCstock | $54,000 | +3.8% | 500 | +1.0% | 0.01% | 0.0% |
UL | Sell | UNILEVER PLC SPON ADR NEWadr | $57,000 | -12.3% | 1,053 | -12.3% | 0.01% | -16.7% |
YUMC | Sell | YUM CHINA HLDGS INC COMstock | $60,000 | -15.5% | 1,202 | -0.9% | 0.01% | -28.6% |
SPG | Buy | SIMON PROPERTY GROUP INCreit | $50,000 | +25.0% | 311 | +1.0% | 0.01% | +25.0% |
MRVL | Buy | MARVELL TECHNOLOGY GROUP LTDstock | $53,000 | +76.7% | 601 | +20.0% | 0.01% | +66.7% |
OSK | Buy | OSHKOSH CORP COMstock | $53,000 | +5200.0% | 469 | +5762.5% | 0.01% | – |
ZION | Buy | ZIONS BANCORPORATION N A COMstock | $53,000 | +1.9% | 842 | +0.1% | 0.01% | 0.0% |
BLDR | New | BUILDERS FIRSTSOURCE INC COMstock | $58,000 | – | 678 | +100.0% | 0.01% | – |
SCHX | SCHWAB U.S. LARGE-CAP ETFetf | $52,000 | +8.3% | 461 | 0.0% | 0.01% | 0.0% | |
VOE | Buy | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETFetf | $52,000 | +8.3% | 344 | +0.6% | 0.01% | 0.0% |
RDSA | ROYAL DUTCH SHELL PLC-ADRadr | $53,000 | -1.9% | 1,215 | 0.0% | 0.01% | 0.0% | |
NUE | New | NUCOR CORP COMstock | $56,000 | – | 487 | +100.0% | 0.01% | – |
XAR | SPDR S&P AEROSPACE & DEFENSE ETFetf | $51,000 | -1.9% | 440 | 0.0% | 0.01% | 0.0% | |
CB | Buy | CHUBB LIMITED COMstock | $52,000 | +44.4% | 271 | +32.2% | 0.01% | +25.0% |
VBK | VANGUARD SMALL CAP GROWTH ETFetf | $54,000 | +1.9% | 190 | 0.0% | 0.01% | 0.0% | |
Sell | GENERAL ELECTRIC CO COM NEWstock | $51,000 | -85.8% | 540 | -84.5% | 0.01% | -86.1% | |
AMG | AFFILIATED MANAGERS GROUP INCstock | $51,000 | +8.5% | 312 | 0.0% | 0.01% | 0.0% | |
IIPR | Buy | INNOVATIVE INDL PPTYS INC COMreit | $52,000 | +300.0% | 196 | +263.0% | 0.01% | +400.0% |
IWP | Sell | ISHARES RUSSELL MIDCAP GROWTH ETFetf | $60,000 | -11.8% | 521 | -13.9% | 0.01% | -28.6% |
PM | Sell | PHILIP MORRIS INTL INCstock | $51,000 | -56.8% | 539 | -56.6% | 0.01% | -58.3% |
IQV | IQVIA HLDGS INC COMstock | $56,000 | +16.7% | 200 | 0.0% | 0.01% | 0.0% | |
PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYetf | $58,000 | +1.8% | 2,001 | 0.0% | 0.01% | -16.7% | |
ARKK | Sell | ARK INNOVATION ETFetf | $44,000 | -48.2% | 462 | -40.0% | 0.00% | -50.0% |
EDOC | Sell | GLOBAL X TELEMEDICINE & DIGITAL HEALTH ETFetf | $44,000 | -26.7% | 2,638 | -21.5% | 0.00% | -33.3% |
ED | Buy | CONSOLIDATED EDISON INC COMstock | $39,000 | +18.2% | 462 | +1.1% | 0.00% | +33.3% |
SNSR | GLOBAL X INTERNET OF THINGS THEMATIC ETFetf | $39,000 | +8.3% | 1,003 | 0.0% | 0.00% | 0.0% | |
MWA | New | MUELLER WTR PRODS INC COM SER Astock | $45,000 | – | 3,104 | +100.0% | 0.00% | – |
DD | Sell | DUPONT DE NEMOURS INC COMstock | $42,000 | +7.7% | 513 | -11.4% | 0.00% | 0.0% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $42,000 | +82.6% | 62 | +55.0% | 0.00% | +100.0% |
ALL | Sell | ALLSTATE CORPstock | $39,000 | -9.3% | 329 | -3.2% | 0.00% | 0.0% |
SLB | Buy | SCHLUMBERGER LTD COM STKstock | $42,000 | +110.0% | 1,390 | +103.2% | 0.00% | +100.0% |
TREX | Sell | TREX CO INC COMstock | $45,000 | +28.6% | 334 | -1.8% | 0.00% | +33.3% |
KRBN | Buy | KRANESHARES GLOBAL CARBON STRATEGY ETFetf | $46,000 | +35.3% | 894 | +8.8% | 0.00% | +33.3% |
SPHD | Buy | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $49,000 | +6.5% | 1,091 | +0.7% | 0.00% | -20.0% |
LVS | Sell | LAS VEGAS SANDS CORPstock | $42,000 | +2.4% | 1,110 | -1.9% | 0.00% | 0.0% |
F | Buy | FORD MOTOR COMPANYstock | $49,000 | +157.9% | 2,338 | +73.3% | 0.00% | +100.0% |
HDV | New | ISHARES TR HIGH DIVID EQUITY FDetf | $46,000 | – | 451 | +100.0% | 0.00% | – |
FNDB | Buy | SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETFetf | $49,000 | +8.9% | 837 | +0.5% | 0.00% | 0.0% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $46,000 | +2.2% | 723 | +1.5% | 0.00% | 0.0% |
HEI | HEICO CORP NEW COMstock | $49,000 | +11.4% | 336 | 0.0% | 0.00% | 0.0% | |
MAR | MARRIOTT INTL INCstock | $42,000 | +10.5% | 255 | 0.0% | 0.00% | 0.0% | |
ETN | Buy | EATON CORP PLC SHSstock | $44,000 | +15.8% | 253 | +0.4% | 0.00% | 0.0% |
TEAM | Buy | ATLASSIAN CORP PLC CL Astock | $41,000 | +32.3% | 107 | +33.8% | 0.00% | +33.3% |
CAT | Buy | CATERPILLAR INC COMstock | $45,000 | +9.8% | 215 | +0.5% | 0.00% | 0.0% |
VTEB | New | VANGUARD TAX-EXEMPT BOND ETFetf | $48,000 | – | 882 | +100.0% | 0.00% | – |
MU | MICRON TECHNOLOGY INC COMstock | $49,000 | +32.4% | 522 | 0.0% | 0.00% | 0.0% | |
ROP | ROPER INDUSTRIES INCstock | $45,000 | +12.5% | 90 | 0.0% | 0.00% | 0.0% | |
JPXN | Buy | ISHARES JPX-NIKKEI 400 ETFetf | $40,000 | -4.8% | 563 | +0.5% | 0.00% | 0.0% |
LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $48,000 | +60.0% | 571 | +56.0% | 0.00% | +33.3% |
OLED | Buy | UNIVERSAL DISPLAY CORP COMstock | $46,000 | -4.2% | 278 | +0.4% | 0.00% | -20.0% |
PGR | Buy | PROGRESSIVE CORP COMstock | $42,000 | +16.7% | 407 | +1.5% | 0.00% | 0.0% |
TTEK | Buy | TETRA TECH INC NEW COMstock | $40,000 | +48.1% | 235 | +28.4% | 0.00% | +33.3% |
VT | New | VANGUARD TOTAL WORLD STOCK ETFetf | $41,000 | – | 377 | +100.0% | 0.00% | – |
EBTC | Buy | ENTERPRISE BANCORP INC MASS COMstock | $43,000 | +26.5% | 961 | +0.4% | 0.00% | +33.3% |
FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUNDetf | $35,000 | +9.4% | 262 | 0.0% | 0.00% | 0.0% | |
AFL | Buy | AFLAC INC COMstock | $37,000 | +12.1% | 636 | +0.6% | 0.00% | 0.0% |
ARKQ | Buy | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $36,000 | +28.6% | 470 | +32.0% | 0.00% | 0.0% |
AKAM | AKAMAI TECHstock | $35,000 | +12.9% | 300 | 0.0% | 0.00% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $37,000 | -19.6% | 312 | 0.0% | 0.00% | -40.0% | |
AMX | Buy | AMERICA MOVIL SERIES L ADRadr | $36,000 | +20.0% | 1,698 | +1.1% | 0.00% | 0.0% |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $35,000 | +20.7% | 398 | +9.9% | 0.00% | 0.0% |
ANDE | New | ANDERSONS INC COMstock | $31,000 | – | 789 | +100.0% | 0.00% | – |
ANTM | ANTHEM INC COMstock | $34,000 | +25.9% | 73 | 0.0% | 0.00% | 0.0% | |
ATO | Buy | ATMOS ENERGY CORPstock | $28,000 | +16.7% | 270 | +0.7% | 0.00% | +50.0% |
BWEN | New | BROADWIND INC COM NEWstock | $32,000 | – | 17,083 | +100.0% | 0.00% | – |
CDNS | CADENCE DESIGN SYSTEM INC COMstock | $33,000 | +22.2% | 179 | 0.0% | 0.00% | 0.0% | |
CE | Buy | CELANESE CORPORATIONstock | $31,000 | +72.2% | 184 | +55.9% | 0.00% | +50.0% |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $37,000 | -9.8% | 57 | 0.0% | 0.00% | -25.0% | |
CTVA | CORTEVA INC COMstock | $31,000 | +10.7% | 662 | 0.0% | 0.00% | 0.0% | |
CMI | CUMMINS INC COMstock | $29,000 | -3.3% | 134 | 0.0% | 0.00% | 0.0% | |
DG | Buy | DOLLAR GEN CORP NEW COMstock | $30,000 | +11.1% | 125 | +0.8% | 0.00% | 0.0% |
DOW | DOW INC COMstock | $29,000 | -3.3% | 517 | 0.0% | 0.00% | 0.0% | |
ECL | Buy | ECOLAB INC COMstock | $28,000 | +16.7% | 120 | +7.1% | 0.00% | +50.0% |
EQIX | EQUINIX INC COMreit | $29,000 | +7.4% | 34 | 0.0% | 0.00% | 0.0% | |
FSLY | FASTLY INC CL Astock | $35,000 | -12.5% | 1,000 | 0.0% | 0.00% | -25.0% | |
FDX | Buy | FEDEX CORPstock | $35,000 | +16.7% | 135 | +0.7% | 0.00% | 0.0% |
GM | Buy | GENERAL MOTORS CORPstock | $32,000 | +52.4% | 552 | +35.6% | 0.00% | +50.0% |
ROCK | Buy | GIBRALTAR INDS INC COMstock | $34,000 | +161.5% | 510 | +167.0% | 0.00% | +200.0% |
GSIE | Buy | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFetf | $29,000 | +3.6% | 824 | +0.1% | 0.00% | 0.0% |
HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $37,000 | 0.0% | 2,395 | +0.9% | 0.00% | -25.0% |
IKNA | New | IKENA ONCOLOGY INC COMstock | $38,000 | – | 2,999 | +100.0% | 0.00% | – |
DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $33,000 | +6.5% | 271 | +0.7% | 0.00% | 0.0% |
ACWI | Buy | ISHARES TR MSCI ACWIINDEX FDetf | $36,000 | +176.9% | 343 | +170.1% | 0.00% | +200.0% |
USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $32,000 | +255.6% | 527 | +263.4% | 0.00% | +200.0% |
EWT | New | ISHARES MSCI TAIWAN INDEX FD ETFetf | $34,000 | – | 513 | +100.0% | 0.00% | – |
IDRV | Buy | ISHARES SELF-DRIVING EV AND TECH ETFetf | $36,000 | +140.0% | 656 | +109.6% | 0.00% | +200.0% |
NGG | NATIONAL GRID TRANSCO PLCadr | $33,000 | +17.9% | 462 | 0.0% | 0.00% | 0.0% | |
NFLX | NETFLIX INC COMstock | $31,000 | -3.1% | 52 | 0.0% | 0.00% | 0.0% | |
PSX | Buy | PHILLIPS 66stock | $38,000 | +5.6% | 524 | +1.2% | 0.00% | -25.0% |
TROW | Buy | T ROWE PRICE GROUP INCstock | $34,000 | +750.0% | 173 | +686.4% | 0.00% | – |
PLD | Buy | PROLOGIS INC. COMreit | $38,000 | +35.7% | 225 | +0.4% | 0.00% | 0.0% |
RBLX | Buy | ROBLOX CORP CL Astock | $28,000 | +250.0% | 275 | +175.0% | 0.00% | +200.0% |
SPGI | S&P GLOBAL INC COMstock | $28,000 | +12.0% | 59 | 0.0% | 0.00% | +50.0% | |
CWB | Sell | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $34,000 | -5.6% | 404 | -3.3% | 0.00% | -25.0% |
SSRM | Buy | SSR MNG INC COMstock | $36,000 | +24.1% | 2,009 | +0.1% | 0.00% | 0.0% |
XLY | Buy | CONSUMER DISCRETIONARY SEL SECTOR SPDR FDetf | $31,000 | +14.8% | 153 | +0.7% | 0.00% | 0.0% |
NOW | SERVICENOW INC COMstock | $31,000 | +3.3% | 48 | 0.0% | 0.00% | 0.0% | |
SHOP | SHOPIFY INC CL Astock | $36,000 | +2.9% | 26 | 0.0% | 0.00% | 0.0% | |
LUV | Buy | SOUTHWEST AIRLS CO COMstock | $35,000 | +133.3% | 823 | +177.1% | 0.00% | +200.0% |
STFC | Buy | STATE AUTO FINL CORP COMstock | $28,000 | 0.0% | 542 | +0.2% | 0.00% | 0.0% |
TMUS | Sell | T-MOBILE US INC COMstock | $29,000 | -14.7% | 250 | -5.3% | 0.00% | 0.0% |
UFPI | New | UFP INDUSTRIES INC COMstock | $32,000 | – | 349 | +100.0% | 0.00% | – |
USB | Buy | US BANCORP DEL COM NEWstock | $32,000 | -3.0% | 563 | +0.7% | 0.00% | 0.0% |
HYD | Buy | VANECK HIGH YIELD MUNI ETFetf | $38,000 | +245.5% | 604 | +230.1% | 0.00% | +200.0% |
BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $31,000 | -8.8% | 569 | -4.2% | 0.00% | 0.0% |
VRTX | VERTEX PHARMACEUTICALS INstock | $33,000 | +22.2% | 151 | 0.0% | 0.00% | 0.0% | |
VTRS | Sell | VIATRIS INC COMstock | $29,000 | -3.3% | 2,142 | -2.3% | 0.00% | 0.0% |
WCBR | Buy | WISDOMTREE CYBERSECURITY FUNDetf | $30,000 | +3.4% | 1,139 | +0.4% | 0.00% | 0.0% |
GLDM | SPDR GOLD MINISHARES TRUSTetf | $29,000 | +3.6% | 1,608 | 0.0% | 0.00% | 0.0% | |
XLNX | XILINX INC COMstock | $36,000 | +38.5% | 169 | 0.0% | 0.00% | 0.0% | |
AMCR | New | AMCOR PLC ORDstock | $36,000 | – | 3,030 | +100.0% | 0.00% | – |
AON | Buy | AON CORPstock | $32,000 | +3.2% | 107 | +0.9% | 0.00% | 0.0% |
VLO | Buy | VALERO ENERGY CORPstock | $19,000 | +5.6% | 256 | +1.6% | 0.00% | 0.0% |
FNV | FRANCO NEV CORP COMstock | $21,000 | +5.0% | 151 | 0.0% | 0.00% | 0.0% | |
NVS | NOVARTIS AG ADRadr | $23,000 | +4.5% | 264 | 0.0% | 0.00% | 0.0% | |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $26,000 | +100.0% | 178 | +35.9% | 0.00% | +100.0% |
XSOE | Sell | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $24,000 | -25.0% | 645 | -25.8% | 0.00% | -33.3% |
EBAY | EBAY INCstock | $25,000 | -3.8% | 372 | 0.0% | 0.00% | -33.3% | |
IMO | Buy | IMPERIAL OIL LTD COM NEW ISIN CA4530384086stock | $24,000 | +14.3% | 657 | +0.5% | 0.00% | 0.0% |
SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $22,000 | +22.2% | 55 | 0.0% | 0.00% | 0.0% | |
FHI | Buy | FEDERATED INVS PA CL B CLASS Bstock | $18,000 | +12.5% | 487 | +0.8% | 0.00% | 0.0% |
HLT | HILTON WORLDWIDE HLDGS INC COMstock | $23,000 | +15.0% | 148 | 0.0% | 0.00% | 0.0% | |
URI | UNITED RENTALS INC COMstock | $21,000 | -4.5% | 62 | 0.0% | 0.00% | 0.0% | |
RIO | RIO TINTO PLC SPON ADRadr | $25,000 | 0.0% | 379 | 0.0% | 0.00% | 0.0% | |
HUM | Buy | HUMANA INC COMstock | $21,000 | +110.0% | 44 | +69.2% | 0.00% | +100.0% |
CWT | Buy | CALIFORNIA WTR SVC GROUP COMstock | $22,000 | +22.2% | 302 | +0.3% | 0.00% | 0.0% |
EXC | EXELON CORP COMstock | $24,000 | +20.0% | 408 | 0.0% | 0.00% | 0.0% | |
NUEM | Buy | NUVEEN ESG EMERGING MARKETS EQUITY ETFetf | $18,000 | 0.0% | 556 | +2.6% | 0.00% | 0.0% |
EXPE | Buy | EXPEDIA GROUP INC COM NEWstock | $17,000 | +240.0% | 95 | +187.9% | 0.00% | – |
VMC | VULCAN MATLS CO COMstock | $27,000 | +22.7% | 128 | 0.0% | 0.00% | 0.0% | |
PENN | Buy | PENN NATL GAMING INC COMstock | $23,000 | -17.9% | 440 | +12.8% | 0.00% | -33.3% |
IIIN | New | INSTEEL INDS INC COMstock | $26,000 | – | 661 | +100.0% | 0.00% | – |
LVHD | New | LEGG MASON LOW VOLATILITY HIGH DIVIDEND ETFetf | $20,000 | – | 500 | +100.0% | 0.00% | – |
GLW | Sell | CORNING INC COMstock | $24,000 | 0.0% | 653 | -1.7% | 0.00% | 0.0% |
ZM | New | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $18,000 | – | 100 | +100.0% | 0.00% | – |
IWB | ISHARES TR RUSSELL 1000 INDEX ETFetf | $18,000 | +5.9% | 69 | 0.0% | 0.00% | 0.0% | |
HROW | HARROW HEALTH INC COMstock | $26,000 | -7.1% | 3,066 | 0.0% | 0.00% | -33.3% | |
CME | CHICAGO MERCANTILE HLDGS INCstock | $21,000 | +16.7% | 90 | 0.0% | 0.00% | 0.0% | |
GILD | Buy | GILEAD SCIENCES INCstock | $25,000 | +4.2% | 341 | +1.2% | 0.00% | 0.0% |
ISTB | Buy | ISHARES CORE 1-5 YEAR USD BOND ETFetf | $21,000 | 0.0% | 421 | +0.5% | 0.00% | 0.0% |
SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $21,000 | +5.0% | 202 | +0.5% | 0.00% | 0.0% |
CVET | COVETRUS INC COMstock | $23,000 | +9.5% | 1,134 | 0.0% | 0.00% | 0.0% | |
ARKF | ARK FINTECH INNOVATION ETFetf | $26,000 | -18.8% | 640 | 0.0% | 0.00% | -33.3% | |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $20,000 | +11.1% | 393 | +0.3% | 0.00% | 0.0% |
LYV | LIVE NATION ENTERTAINMENT INC COMstock | $24,000 | +33.3% | 202 | 0.0% | 0.00% | 0.0% | |
BOKF | Buy | BOK FINL CORP COM NEWstock | $20,000 | +17.6% | 188 | +0.5% | 0.00% | 0.0% |
RJI | ELEMENTS ROGERS TOTAL RETURNetf | $17,000 | 0.0% | 2,475 | 0.0% | 0.00% | 0.0% | |
CWENA | Buy | CLEARWAY ENERGY INC CL Astock | $26,000 | +23.8% | 768 | +1.1% | 0.00% | 0.0% |
FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $17,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
MSA | MSA SAFETY INC COMstock | $17,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
KLAC | KLA-TENCOR CORPstock | $23,000 | +27.8% | 54 | 0.0% | 0.00% | 0.0% | |
FRC | FIRST REPUBLIC BANKstock | $22,000 | +10.0% | 106 | 0.0% | 0.00% | 0.0% | |
PXD | Buy | PIONEER NATURAL RESOURCES COstock | $23,000 | +9.5% | 126 | +2.4% | 0.00% | 0.0% |
ARKG | ARK GENOMIC REVOLUTION ETFetf | $26,000 | -18.8% | 432 | 0.0% | 0.00% | -33.3% | |
TPR | Buy | COACH INCstock | $17,000 | +13.3% | 414 | +0.5% | 0.00% | +100.0% |
MDYG | SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETFetf | $21,000 | +10.5% | 254 | 0.0% | 0.00% | 0.0% | |
KEY | Buy | KEYCORP COMstock | $20,000 | +53.8% | 856 | +42.9% | 0.00% | +100.0% |
FITB | Buy | FIFTH THIRD BANCORPstock | $25,000 | +4.2% | 569 | +0.2% | 0.00% | 0.0% |
TU | Buy | TELUS CORPORATION COMstock | $25,000 | +8.7% | 1,043 | +1.0% | 0.00% | 0.0% |
EMB | Buy | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $26,000 | +36.8% | 235 | +35.8% | 0.00% | 0.0% |
SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $21,000 | 0.0% | 336 | +0.9% | 0.00% | 0.0% |
AJG | GALLAGHER ARTHUR J &COstock | $19,000 | +11.8% | 114 | 0.0% | 0.00% | 0.0% | |
TER | TERADYNE INC COMstock | $27,000 | +50.0% | 166 | 0.0% | 0.00% | 0.0% | |
WFC | Buy | WELLS FARGO CO NEW COMstock | $27,000 | +28.6% | 560 | +22.3% | 0.00% | 0.0% |
HEFA | Buy | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $27,000 | +3.8% | 752 | +0.8% | 0.00% | -33.3% |
FIS | Sell | FIDELITY NATL INFO SVCSstock | $19,000 | -20.8% | 173 | -13.5% | 0.00% | 0.0% |
MPC | Buy | MARATHON PETE CORPstock | $23,000 | +4.5% | 359 | +0.6% | 0.00% | 0.0% |
APTV | DELPHI AUTOMOTIVE PLC COMstock | $17,000 | +6.2% | 104 | 0.0% | 0.00% | 0.0% | |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $25,000 | +38.9% | 141 | +14.6% | 0.00% | 0.0% |
New | TOAST INC CL Astock | $18,000 | – | 514 | +100.0% | 0.00% | – | |
AAL | AMERICAN AIRLS GROUP INC COMstock | $18,000 | -14.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
GNRC | GENERAC HLDGS INC COMstock | $18,000 | -10.0% | 50 | 0.0% | 0.00% | 0.0% | |
TT | TRANE TECHNOLOGIES PLC SHSstock | $26,000 | +18.2% | 127 | 0.0% | 0.00% | 0.0% | |
IGV | New | ISHARES S&P NORTH AMER TECH-SOFTWAREetf | $19,000 | – | 47 | +100.0% | 0.00% | – |
CTXS | Buy | CITRIX SYSTEMS INCstock | $20,000 | -13.0% | 214 | +0.5% | 0.00% | 0.0% |
IYK | Buy | ISHARES DOW JONES US CONSUMER GOODSetf | $22,000 | +10.0% | 111 | +0.9% | 0.00% | 0.0% |
PDBC | Buy | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $18,000 | +125.0% | 1,264 | +240.7% | 0.00% | +100.0% |
TFC | Buy | TRUIST FINL CORP COMstock | $19,000 | 0.0% | 329 | +0.9% | 0.00% | 0.0% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COMstock | $25,000 | 0.0% | 377 | -7.1% | 0.00% | 0.0% |
A | AGILENT TECH INCstock | $20,000 | +5.3% | 123 | 0.0% | 0.00% | 0.0% | |
INTU | INTUIT INCstock | $27,000 | +17.4% | 42 | 0.0% | 0.00% | 0.0% | |
AZN | Sell | ASTRAZENECA PLC- SPONS ADRadr | $20,000 | -65.5% | 341 | -64.5% | 0.00% | -66.7% |
SRE | Buy | SEMPRA ENERGYstock | $18,000 | +5.9% | 137 | +0.7% | 0.00% | 0.0% |
JNK | Sell | SPDR HIGH YIELD BOND ETFetf | $21,000 | -47.5% | 188 | -49.1% | 0.00% | -50.0% |
ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $22,000 | +83.3% | 27 | +68.8% | 0.00% | +100.0% |
NXPI | NXP SEMICONDUCTORS N V COMstock | $25,000 | +19.0% | 109 | 0.0% | 0.00% | 0.0% | |
ICLN | Buy | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $24,000 | -4.0% | 1,142 | +0.5% | 0.00% | 0.0% |
STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $22,000 | +144.4% | 88 | +100.0% | 0.00% | +100.0% |
PANW | PALO ALTO NETWORKS INC COMstock | $26,000 | +13.0% | 47 | 0.0% | 0.00% | 0.0% | |
IRM | Buy | IRON MTN INC NEW COMreit | $22,000 | +22.2% | 426 | +1.4% | 0.00% | 0.0% |
OEF | ISHARES TR S&P 100 INDEX FUNDetf | $20,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% | |
IXP | Buy | ISHARES GLOBAL COMM SERVICES ETFetf | $17,000 | 0.0% | 205 | +1.5% | 0.00% | 0.0% |
NTR | Buy | NUTRIEN LTD COMstock | $27,000 | +17.4% | 363 | +0.6% | 0.00% | 0.0% |
SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $12,000 | -7.7% | 245 | 0.0% | 0.00% | 0.0% | |
Buy | ENOVIX CORPORATION COMstock | $15,000 | +200.0% | 562 | +116.2% | 0.00% | – | |
IHI | New | ISHARES TR DOW JONES US MEDICAL DEVICES INDEXetf | $12,000 | – | 180 | +100.0% | 0.00% | – |
RAVI | Buy | FLEXSHARES READY ACCESS VARIABLE INCOME FUNDetf | $8,000 | 0.0% | 108 | +8.0% | 0.00% | 0.0% |
COF | Sell | CAPITAL ONE FINANCIAL CORPstock | $12,000 | -40.0% | 84 | -33.3% | 0.00% | -50.0% |
SDOG | Buy | ALPS SECTOR DIVIDEND DOGS ETFetf | $14,000 | 0.0% | 270 | +1.1% | 0.00% | 0.0% |
HBI | Buy | HANESBRANDS INCstock | $6,000 | 0.0% | 330 | +0.9% | 0.00% | 0.0% |
USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $8,000 | 0.0% | 204 | +2.0% | 0.00% | 0.0% |
AES | Buy | AES CORPstock | $7,000 | +250.0% | 271 | +201.1% | 0.00% | – |
HAL | Sell | HALLIBURTON CO COMstock | $7,000 | 0.0% | 301 | -9.9% | 0.00% | 0.0% |
SHAK | SHAKE SHACK INC CL Astock | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
PH | PARKER-HANNIFIN CORP COMstock | $7,000 | +16.7% | 21 | 0.0% | 0.00% | 0.0% | |
AMJ | JP MORGAN ALERIAN MLP ETNetf | $14,000 | -6.7% | 811 | 0.0% | 0.00% | 0.0% | |
SI | Sell | SILVERGATE CAP CORP CL Astock | $15,000 | -11.8% | 100 | -33.3% | 0.00% | -50.0% |
CNI | CANADIAN NATIONAL RAILWAY COstock | $10,000 | +11.1% | 82 | 0.0% | 0.00% | 0.0% | |
SITC | New | SITE CTRS CORP COMreit | $10,000 | – | 648 | +100.0% | 0.00% | – |
HPQ | Buy | HP INC COMstock | $6,000 | +20.0% | 166 | +0.6% | 0.00% | – |
IWV | New | ISHARES RUSSELL 3000 ETFetf | $15,000 | – | 55 | +100.0% | 0.00% | – |
MKC | MCCORMICK & CO INC COM NON VTGstock | $7,000 | +16.7% | 72 | 0.0% | 0.00% | 0.0% | |
EFT | Buy | EATON VANCE FLTING RATE INC TR COMcef | $8,000 | +14.3% | 510 | +1.6% | 0.00% | 0.0% |
IR | Sell | INGERSOLL RAND INC COMstock | $6,000 | +20.0% | 100 | -8.3% | 0.00% | – |
NGVT | Sell | INGEVITY CORP COMstock | $14,000 | 0.0% | 189 | -2.6% | 0.00% | 0.0% |
SNAP | Buy | SNAP INC CL Astock | $11,000 | +37.5% | 239 | +109.6% | 0.00% | 0.0% |
CIBR | Buy | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf | $6,000 | +20.0% | 119 | +8.2% | 0.00% | – |
INSP | New | INSPIRE MED SYS INC COMstock | $10,000 | – | 44 | +100.0% | 0.00% | – |
MCK | MCKESSON CORPstock | $10,000 | +25.0% | 40 | 0.0% | 0.00% | 0.0% | |
SPLK | SPLUNK INC COMstock | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% | |
SGDM | Buy | SPROTT GOLD MINERS ETFetf | $12,000 | +9.1% | 430 | +1.2% | 0.00% | 0.0% |
PMT | New | PENNYMAC MTG INVT TR COMreit | $9,000 | – | 511 | +100.0% | 0.00% | – |
PEN | New | PENUMBRA INC COMstock | $12,000 | – | 41 | +100.0% | 0.00% | – |
SWK | Sell | STANLEY BLACK & DECKER INC COMstock | $16,000 | -5.9% | 86 | -13.1% | 0.00% | -50.0% |
MELI | MERCADOLIBRE INCstock | $7,000 | -12.5% | 5 | 0.0% | 0.00% | 0.0% | |
NTLA | New | INTELLIA THERAPEUTICS INC COMstock | $11,000 | – | 93 | +100.0% | 0.00% | – |
JBLU | JETBLUE AWYS CORP COMstock | $16,000 | -5.9% | 1,120 | 0.0% | 0.00% | -50.0% | |
IYC | ISHARES DJ US CONSUMER SERVICESetf | $15,000 | +7.1% | 180 | 0.0% | 0.00% | 0.0% | |
H | New | HYATT HOTELS CORPORATIONstock | $12,000 | – | 121 | +100.0% | 0.00% | – |
DOCU | DOCUSIGN INC COMstock | $12,000 | -40.0% | 76 | 0.0% | 0.00% | -50.0% | |
SLF | SUN LIFE FINANCIAL INC. COMstock | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
MXF | Buy | MEXICO FD INC COMcef | $13,000 | +8.3% | 848 | +1.2% | 0.00% | 0.0% |
CF | Buy | CF INDS HLDGS INC COMstock | $6,000 | +50.0% | 80 | +1.3% | 0.00% | – |
HES | New | HESS CORP COMstock | $10,000 | – | 130 | +100.0% | 0.00% | – |
BPOP | Sell | POPULAR INC COM NEWstock | $6,000 | -14.3% | 75 | -11.8% | 0.00% | 0.0% |
TENB | New | TENABLE HLDGS INC COMstock | $12,000 | – | 211 | +100.0% | 0.00% | – |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $10,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
DFS | Buy | DISCOVER FINANCIAL SERVICES LLCstock | $9,000 | 0.0% | 76 | +1.3% | 0.00% | 0.0% |
BR | Buy | BROADRIDGE FIN SOLstock | $15,000 | +15.4% | 80 | +1.3% | 0.00% | 0.0% |
MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $13,000 | +18.2% | 49 | +2.1% | 0.00% | 0.0% |
BXP | BOSTON PPTYS INCreit | $13,000 | +8.3% | 110 | 0.0% | 0.00% | 0.0% | |
FMAT | New | FIDELITY MSCI MATERIALS INDEX ETFetf | $13,000 | – | 251 | +100.0% | 0.00% | – |
BXMT | New | BLACKSTONE MTG TR INC COM CL Areit | $10,000 | – | 330 | +100.0% | 0.00% | – |
KMI | Buy | KINDER MORGAN INCstock | $16,000 | – | 1,000 | +100.0% | 0.00% | – |
NTRA | New | NATERA INC COMstock | $10,000 | – | 110 | +100.0% | 0.00% | – |
PHM | PULTE GROUP INC COMstock | $10,000 | +25.0% | 167 | 0.0% | 0.00% | 0.0% | |
GWW | GRAINGER W W INC COMstock | $10,000 | +25.0% | 19 | 0.0% | 0.00% | 0.0% | |
PGX | Buy | POWERSHARES GLOBAL PREFERRED ETFetf | $7,000 | +75.0% | 440 | +82.6% | 0.00% | – |
DDOG | DATADOG INC CL A COMstock | $16,000 | +23.1% | 90 | 0.0% | 0.00% | 0.0% | |
PCY | Sell | POWERSHARES EMERGING MKTS SOVEREIGN DEBTetf | $11,000 | -26.7% | 421 | -26.8% | 0.00% | 0.0% |
EYE | New | NATIONAL VISION HLDGS INC COMstock | $10,000 | – | 208 | +100.0% | 0.00% | – |
TLT | Sell | ISHARES 20 YR TREASURY ETFetf | $6,000 | -25.0% | 39 | -25.0% | 0.00% | 0.0% |
UAA | UNDER ARMOUR INC CL Astock | $14,000 | 0.0% | 683 | 0.0% | 0.00% | 0.0% | |
UMPQ | New | UMPQUA HLDGS CORP COMstock | $10,000 | – | 513 | +100.0% | 0.00% | – |
SLV | ISHARES SILVER TRUST ETFetf | $10,000 | 0.0% | 476 | 0.0% | 0.00% | 0.0% | |
RL | New | RALPH LAUREN CORP CL Astock | $10,000 | – | 84 | +100.0% | 0.00% | – |
BHC | BAUSCH HEALTH COS INC COMstock | $13,000 | 0.0% | 480 | 0.0% | 0.00% | 0.0% | |
KR | Buy | KROGER CO COMstock | $15,000 | +15.4% | 334 | +0.3% | 0.00% | 0.0% |
LRCX | LAM RESEARCH CORPstock | $12,000 | +20.0% | 17 | 0.0% | 0.00% | 0.0% | |
O | New | REALTY INCOME CORPreit | $13,000 | – | 177 | +100.0% | 0.00% | – |
NRZ | Buy | NEW RESIDENTIAL INVESTMENT CORPreit | $8,000 | 0.0% | 746 | +2.2% | 0.00% | 0.0% |
DJP | IPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf | $8,000 | 0.0% | 264 | 0.0% | 0.00% | 0.0% | |
URA | GLOBAL X URANIUM ETFetf | $11,000 | -8.3% | 485 | 0.0% | 0.00% | 0.0% | |
BEN | Buy | FRANKLIN RES INCstock | $8,000 | +14.3% | 240 | +0.8% | 0.00% | 0.0% |
RGEN | REPLIGEN CORP COMstock | $12,000 | -7.7% | 45 | 0.0% | 0.00% | 0.0% | |
VFC | Buy | V F CORP COMstock | $7,000 | +16.7% | 93 | +1.1% | 0.00% | 0.0% |
NXST | Buy | NEXSTAR MEDIA GROUP INC CL Astock | $11,000 | +1000.0% | 73 | +1116.7% | 0.00% | – |
MOAT | Buy | VANECK MORNINGSTAR WIDE MOAT ETFetf | $7,000 | +75.0% | 86 | +72.0% | 0.00% | – |
SMH | New | SEMICONDUCTOR HOLDRSTR DEP RCPTetf | $6,000 | – | 20 | +100.0% | 0.00% | – |
RIOT | Sell | RIOT BLOCKCHAIN INC COMstock | $11,000 | -38.9% | 500 | -28.6% | 0.00% | -50.0% |
New | RIVIAN AUTOMOTIVE INC COM CL Astock | $12,000 | – | 115 | +100.0% | 0.00% | – | |
FINX | GLOBAL X FINTECH THEMATIC ETFetf | $11,000 | -15.4% | 275 | 0.0% | 0.00% | 0.0% | |
DNP | Buy | DNP SELECT INCOME FD INCcef | $7,000 | 0.0% | 662 | +2.0% | 0.00% | 0.0% |
BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $6,000 | 0.0% | 69 | +6.2% | 0.00% | 0.0% |
AVY | New | AVERY DENNISON CORP COMstock | $9,000 | – | 42 | +100.0% | 0.00% | – |
AZO | AUTOZONE INC COMstock | $8,000 | +14.3% | 4 | 0.0% | 0.00% | 0.0% | |
BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $13,000 | 0.0% | 363 | 0.0% | 0.00% | 0.0% | |
CONE | New | CYRUSONE INC COMreit | $13,000 | – | 144 | +100.0% | 0.00% | – |
NOC | NORTHROP GRUMMAN CORP COMstock | $8,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
VGK | New | VANGUARD EUROPEANetf | $7,000 | – | 106 | +100.0% | 0.00% | – |
RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADSadr | $8,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
VGT | New | VANGUARD INFORMATION TECHNOLOGYetf | $16,000 | – | 36 | +100.0% | 0.00% | – |
RHP | New | RYMAN HOSPITALITY PPTYS INC COMreit | $12,000 | – | 131 | +100.0% | 0.00% | – |
ANET | Buy | ARISTA NETWORKS INC COMstock | $16,000 | +77.8% | 108 | +300.0% | 0.00% | 0.0% |
VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $12,000 | 0.0% | 130 | +1.6% | 0.00% | 0.0% |
ARCC | Buy | ARES CAPITAL CORP COMcef | $7,000 | – | 331 | +100.0% | 0.00% | – |
ARI | Buy | APOLLO COML REAL EST FIN INC COMreit | $7,000 | – | 500 | +100.0% | 0.00% | – |
NS | Buy | NUSTAR ENERGY LP UNIT COMstock | $9,000 | +12.5% | 543 | +2.6% | 0.00% | 0.0% |
BLOK | New | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $7,000 | – | 174 | +100.0% | 0.00% | – |
DRIV | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $11,000 | +10.0% | 361 | 0.0% | 0.00% | 0.0% | |
ABC | Buy | AMERISOURCEBERGEN CORP COMstock | $9,000 | +12.5% | 64 | +1.6% | 0.00% | 0.0% |
AIG | Buy | AMERICAN INTL GROUP INC COM NEWstock | $10,000 | +11.1% | 177 | +4.7% | 0.00% | 0.0% |
COO | New | COOPER COS INC COM NEWstock | $11,000 | – | 26 | +100.0% | 0.00% | – |
EVRG | Buy | EVERGY INC COMstock | $13,000 | +18.2% | 185 | +0.5% | 0.00% | 0.0% |
FOXA | Buy | FOX CORP CL A COMstock | $12,000 | +1100.0% | 319 | +929.0% | 0.00% | – |
CBSH | Buy | COMMERCE BANCSHARES INC COMstock | $12,000 | +1100.0% | 167 | +2285.7% | 0.00% | – |
SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $8,000 | +700.0% | 106 | +381.8% | 0.00% | – |
ALLY | Buy | ALLY FINL INC COMstock | $12,000 | -7.7% | 261 | +0.4% | 0.00% | 0.0% |
GWRS | New | GLOBAL WTR RES INC COMstock | $6,000 | – | 345 | +100.0% | 0.00% | – |
SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $7,000 | +600.0% | 174 | +500.0% | 0.00% | – |
NUSC | Buy | NUVEEN ESG SMALL-CAP ETFetf | $14,000 | +7.7% | 329 | +7.5% | 0.00% | 0.0% |
ALGN | ALIGN TECHNOLOGY INC COMstock | $12,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
VOYA | VOYA FINANCIAL INC COMstock | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
ALK | New | ALASKA AIR GROUP INC COMstock | $12,000 | – | 228 | +100.0% | 0.00% | – |
WEC | Buy | WEC ENERGY GROUP INC COMstock | $6,000 | 0.0% | 63 | +1.6% | 0.00% | 0.0% |
CTSH | Buy | COGNIZANT TECH SOLUTIONS CORPstock | $13,000 | +18.2% | 151 | +0.7% | 0.00% | 0.0% |
AKUS | AKOUOS INC COMstock | $6,000 | -25.0% | 651 | 0.0% | 0.00% | 0.0% | |
New | CIVITAS RESOURCES INC COM NEWstock | $10,000 | – | 204 | +100.0% | 0.00% | – | |
WEN | Buy | WENDYS CO COMstock | $12,000 | – | 500 | +4900.0% | 0.00% | – |
TOTL | Buy | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $16,000 | +6.7% | 343 | +9.6% | 0.00% | 0.0% |
ITB | New | ISHARES DOW JONES US HOME CONST ETFetf | $15,000 | – | 186 | +100.0% | 0.00% | – |
WMB | Buy | WILLIAMS COS INC COMstock | $7,000 | +75.0% | 269 | +64.0% | 0.00% | – |
KOMP | New | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf | $9,000 | – | 144 | +100.0% | 0.00% | – |
DGS | New | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETFetf | $6,000 | – | 111 | +100.0% | 0.00% | – |
LAND | Buy | GLADSTONE LD CORP COMreit | $10,000 | +42.9% | 303 | +0.3% | 0.00% | 0.0% |
HAIL | Buy | SPDR S&P KENSHO SMART MOBILITY ETFetf | $10,000 | 0.0% | 176 | +0.6% | 0.00% | 0.0% |
OLN | New | OLIN CORP COM PAR 1stock | $11,000 | – | 189 | +100.0% | 0.00% | – |
FTNT | Sell | FORTINET INC COMstock | $9,000 | -10.0% | 25 | -28.6% | 0.00% | 0.0% |
CINF | CINCINNATI FINL CORP COMstock | $9,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
IRBO | Buy | ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf | $14,000 | +16.7% | 350 | +24.1% | 0.00% | 0.0% |
XHR | New | XENIA HOTELS & RESORTS INC COMreit | $7,000 | – | 375 | +100.0% | 0.00% | – |
XYL | XYLEM INC COMstock | $16,000 | -5.9% | 135 | 0.0% | 0.00% | -50.0% | |
EQNR | Buy | STATOIL ASA SPONSORED ADR CMNadr | $6,000 | 0.0% | 217 | +0.5% | 0.00% | 0.0% |
ACM | Sell | AECOM TECHNOLOGY CORPstock | $6,000 | -76.0% | 84 | -78.8% | 0.00% | -50.0% |
ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $14,000 | +16.7% | 24 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER HLDGS INCstock | $13,000 | -13.3% | 102 | 0.0% | 0.00% | 0.0% | |
LYFT | New | LYFT INC CL A COMstock | $11,000 | – | 249 | +100.0% | 0.00% | – |
OGN | Buy | ORGANON & CO COMMON STOCKstock | $15,000 | -6.2% | 493 | +1.0% | 0.00% | -50.0% |
CHWY | New | CHEWY INC CL Astock | $12,000 | – | 200 | +100.0% | 0.00% | – |
IYJ | ISHARES DJ US INDUSTRIALetf | $13,000 | +8.3% | 114 | 0.0% | 0.00% | 0.0% | |
NTB | BANK OF NT BUTTERFIELD&SON LTD SHS NEWstock | $11,000 | +10.0% | 280 | 0.0% | 0.00% | 0.0% | |
ARKW | ARK NEXT GENERATION INTERNET ETFetf | $11,000 | -15.4% | 96 | 0.0% | 0.00% | 0.0% | |
MGM | MGM RESORTS INTERNATIONALstock | $15,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% | |
CHNG | CHANGE HEALTHCARE INC COMstock | $13,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INC CL Cstock | $4,000 | 0.0% | 241 | 0.0% | 0.00% | – | |
BSGM | Sell | BIOSIG TECHNOLOGIES INC COM NEWstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
UAL | UNITED AIRLS HLDGS INC COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
BATH & BODY WORKS INC COMstock | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – | ||
USCI | New | UNITED STS COMMODITYINDEX FD COMMODITY INDEX FDetf | $3,000 | – | 60 | +100.0% | 0.00% | – |
USFD | Sell | US FOODS HLDG CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
USO | New | UNITED STATES OIL FUNDetf | $5,000 | – | 94 | +100.0% | 0.00% | – |
BMO | BANK OF MONTREALstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
UBX | Sell | UNITY BIOTECHNOLOGY INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
UE | Sell | URBAN EDGE PPTYS COMreit | $0 | – | 0 | -100.0% | 0.00% | – |
GDX | New | MARKET VECTORS GOLD MINERS INDEX ETFetf | $3,000 | – | 101 | +100.0% | 0.00% | – |
ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETFetf | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – | |
BOH | BANK HAWAII CORP COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
OPK | Exit | OPKO HEALTH INC COMstock | $0 | – | -99 | -100.0% | 0.00% | – |
OIH | New | VANECK OIL SERVICES ETFetf | $5,000 | – | 26 | +100.0% | 0.00% | – |
BP | BP PLC SPONSORED ADRadr | $0 | – | 4 | 0.0% | 0.00% | – | |
BGS | New | B&G FOODS INC CLASS Astock | $3,000 | – | 100 | +100.0% | 0.00% | – |
AVLR | AVALARA INC COMstock | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
WIW | Exit | WESTERN AST INFL LKD OPP & INM COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
ALV | AUTOLIV INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
ATHM | AUTOHOME INC SP ADS RP CL Aadr | $0 | – | 4 | 0.0% | 0.00% | – | |
ADSK | AUTODESK INCstock | $4,000 | -20.0% | 16 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC COMstock | $1,000 | 0.0% | 140 | 0.0% | 0.00% | – | |
VPL | VANGUARD PACIFIC STOCKetf | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
VDC | New | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $5,000 | – | 27 | +100.0% | 0.00% | – |
VPU | New | VANGUARD UTILITIES INDEX FUNDetf | $1,000 | – | 5 | +100.0% | 0.00% | – |
AIZ | ASSURANT INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
AZPN | ASPEN TECHNOLOGY INCstock | $0 | – | 2 | 0.0% | 0.00% | – | |
VMBS | New | VANGUARD MORTGAGE BACKED SECURITIES ETFetf | $1,000 | – | 19 | +100.0% | 0.00% | – |
APO | New | APOLLO GLOBAL MGMT INC COMstock | $5,000 | – | 66 | +100.0% | 0.00% | – |
ANSS | ANSYS INCstock | $2,000 | +100.0% | 4 | 0.0% | 0.00% | – | |
BATT | New | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETFetf | $2,000 | – | 100 | +100.0% | 0.00% | – |
APH | AMPHENOL CORP CL Astock | $4,000 | +33.3% | 41 | 0.0% | 0.00% | – | |
AEE | Sell | AMEREN CORPstock | $1,000 | -66.7% | 9 | -77.5% | 0.00% | – |
AMED | AMEDISYS INC COMstock | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
AIMC | Sell | ALTRA INDL MOTION CORP COMstock | $2,000 | -88.9% | 39 | -88.1% | 0.00% | -100.0% |
AYX | ALTERYX INC COM CL Astock | $1,000 | -50.0% | 21 | 0.0% | 0.00% | – | |
VRSK | VERISK ANALYTICS INC COMstock | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
ALB | Exit | ALBEMARLE CORPstock | $0 | – | 0 | +100.0% | 0.00% | – |
VIAV | JDS UNIPHASE CORPstock | $2,000 | 0.0% | 122 | 0.0% | 0.00% | – | |
FAX | Exit | ABERDEEN ASIA PACIFIC INCOME FUND INCcef | $0 | – | 0 | +100.0% | 0.00% | – |
SPCE | New | VIRGIN GALACTIC HOLDINGS INC COMstock | $2,000 | – | 159 | +100.0% | 0.00% | – |
ALSN | ALLISON TRANSMISSION HLDGS INC COMstock | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
VC | VISTEON CORP COM NEWstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
VOD | Buy | VODAFONE GROUP NEW ADR Fadr | $2,000 | +100.0% | 149 | +161.4% | 0.00% | – |
WAB | Buy | WABTEC COMstock | $2,000 | 0.0% | 20 | +5.3% | 0.00% | – |
ALRM | ALARM COM HLDGS INC COMstock | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
HCC | WARRIOR MET COAL INC COMstock | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
WAT | WATERS CPstock | $4,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
WSO | WATSCO INCstock | $0 | – | 1 | 0.0% | 0.00% | – | |
ABNB | AIRBNB INC COM CL Astock | $4,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
WST | WEST PHARMACEUTICAL SVSC INC COMstock | $3,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
WDC | WESTERN DIGITAL CORP. COMstock | $3,000 | +50.0% | 39 | 0.0% | 0.00% | – | |
WPM | SILVER WHEATON CORPstock | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
WHR | WHIRLPOOL CORP COMstock | $3,000 | +50.0% | 11 | 0.0% | 0.00% | – | |
WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $0 | – | 7 | 0.0% | 0.00% | – | |
DLN | Buy | WISDOMTREE LARGE CAP DIVIDENDetf | $0 | – | 2 | +100.0% | 0.00% | – |
IBN | ICICI BANK LTD ADRadr | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
WDAY | WORKDAY INC CL Astock | $3,000 | +50.0% | 10 | 0.0% | 0.00% | – | |
WK | WORKIVA INC COM CL Astock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
MSGE | Exit | MADISON SQUARE GRDN ENTERTNMNT CL Astock | $0 | – | -4 | -100.0% | 0.00% | – |
VNO | Exit | VORNADO RLTY TR SH BEN INTreit | $0 | – | -14 | -100.0% | 0.00% | – |
ASIX | ADVANSIX INC COMstock | $1,000 | – | 12 | 0.0% | 0.00% | – | |
ATVI | Sell | ACTIVISION INCstock | $2,000 | -98.9% | 30 | -98.7% | 0.00% | -100.0% |
AWP | ALPINE GLOBAL PREMIER PROPERTIES FDcef | $0 | – | 1 | 0.0% | 0.00% | – | |
ALLE | Sell | ALLEGION PLC ORD SHSstock | $0 | – | 0 | -100.0% | 0.00% | – |
FWONA | Exit | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $0 | – | -1 | -100.0% | 0.00% | – |
DOX | AMDOCS LTD SHSstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
BAMR | BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTGstock | $1,000 | – | 8 | 0.0% | 0.00% | – | |
BG | BUNGE LIMITED Fstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
CCEP | Buy | COCA COLA ENTERPRISEINCstock | $3,000 | 0.0% | 55 | +3.8% | 0.00% | – |
FERG | FERGUSON PLC NEW SHSstock | $0 | – | 2 | 0.0% | 0.00% | – | |
IVZ | INVESCO PLC NEW SPONSORED ADRstock | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
JCI | JOHNSON CTLS INCstock | $2,000 | +100.0% | 21 | 0.0% | 0.00% | – | |
AMN | AMN HEALTHCARE SVCS INC COMstock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
MANU | Sell | MANCHESTER UTD PLC NEW ORD CL Astock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
AMC | AMC ENTMT HLDGS INC CL A COMstock | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
STX | SEAGATE TECHNOLOGYstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
GLOB | GLOBANT S A COMstock | $3,000 | +50.0% | 8 | 0.0% | 0.00% | – | |
IS | IRONSOURCE LTD CL A ORD SHSstock | $2,000 | -33.3% | 250 | 0.0% | 0.00% | – | |
KRNT | KORNIT DIGITAL LTD SHSstock | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
LSXMA | Exit | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $0 | – | -4 | -100.0% | 0.00% | – |
TNL | Exit | TRAVEL PLUS LEISURE CO COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
MAT | Exit | MATTEL INC COMstock | $0 | – | -40 | -100.0% | 0.00% | – |
HRI | Exit | HERC HLDGS INC COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
Exit | VICTORIAS SECRET AND CO COMMON STOCKstock | $0 | – | -11 | -100.0% | 0.00% | – | |
HFRO | Exit | HIGHLAND INCOME FD HIGHLAND INCOMEcef | $0 | – | 0 | +100.0% | 0.00% | – |
NRGX | Exit | PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INTcef | $0 | – | 0 | +100.0% | 0.00% | – |
CNC | Exit | CENTENE CORP DEL COMstock | $0 | – | -26 | -100.0% | 0.00% | – |
JNPR | Exit | JUNIPER NETWORKS INCstock | $0 | – | -11 | -100.0% | 0.00% | – |
IGF | Exit | ISHARES TRUST S&P GLOBAL INFRASTRUCTURetf | $0 | – | -35 | -100.0% | 0.00% | – |
LILA | Exit | LIBERTY LATIN AMERICA LTD COM CL Astock | $0 | – | -3 | -100.0% | 0.00% | – |
CEIX | Exit | CONSOL ENERGY INC NEW COMstock | $0 | – | -7 | -100.0% | 0.00% | – |
ECC | Exit | EAGLE PT CR CO LLC COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
L | Exit | LOEWS CORP COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
ACCO | Exit | ACCO BRANDS CORP COMstock | $0 | – | -14 | -100.0% | 0.00% | – |
NVT | Exit | NVENT ELECTRIC PLC SHSstock | $0 | – | -7 | -100.0% | 0.00% | – |
XM | Exit | QUALTRICS INTL INC COM CL Astock | $0 | – | -30 | -100.0% | 0.00% | – |
ISD | Exit | PGIM HIGH YIELD BOND FUND INC COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
EMLC | Exit | MARKET VECTORS ETF EMERGING MKTS LOCAL ETFetf | $0 | – | -98 | -100.0% | 0.00% | – |
BWG | Exit | BRANDYWINEGBL GBL INCM OPP FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
PFG | Exit | PRINCIPAL FINANCIAL GROUP INCstock | $0 | – | -11 | -100.0% | 0.00% | – |
PNR | Exit | PENTAIR PLC SHSstock | $0 | – | -7 | -100.0% | 0.00% | – |
VWOB | Exit | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $0 | – | -10 | -100.0% | 0.00% | – |
SRLN | Exit | SSGA ACTIVE ETF TR BLKSTN GSOSRLNetf | $0 | – | -36 | -100.0% | 0.00% | – |
AIF | Exit | APOLLO TACTICAL INCOME FD INC COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
LTRPA | Exit | LIBERTY TRIPADVISOR HLDGS INC COM SER Astock | $0 | – | -10 | -100.0% | 0.00% | – |
PHG | Exit | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $0 | – | -98 | -100.0% | 0.00% | – |
VREX | Exit | VAREX IMAGING CORP COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
WH | Exit | WYNDHAM HOTELS & RESORTS INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
HOLX | Exit | HOLOGIC INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
TLH | Exit | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
EVV | Exit | EATON VANCE LTD DURATION INCOME FDcef | $0 | – | 0 | +100.0% | 0.00% | – |
QYLD | Exit | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $0 | – | -76 | -100.0% | 0.00% | – |
JQC | Exit | NUVEEN CREDIT STRATEGIES INCOMEcef | $0 | – | 0 | +100.0% | 0.00% | – |
LBTYA | Exit | LIBERTY GLOBAL PLC SHS CL Astock | $0 | – | -20 | -100.0% | 0.00% | – |
UNM | Exit | UNUM GROUPstock | $0 | – | -11 | -100.0% | 0.00% | – |
OXLC | Exit | OXFORD LANE CAP CORP COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
VNT | Exit | VONTIER CORPORATION COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
AA | Exit | ALCOA CORP COMstock | $0 | – | -108 | -100.0% | 0.00% | – |
JBGS | Exit | JBG SMITH PPTYS COMreit | $0 | – | -6 | -100.0% | 0.00% | – |
AVNS | Exit | AVANOS MED INC COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
NLY | Exit | ANNALY CAPITAL MANAGEMENT INCreit | $0 | – | 0 | +100.0% | 0.00% | – |
FPF | Exit | FIRST TR INTER DURATN PFD & IN COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
ORI | Exit | OLD REP INTL CORP COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
BLL | Exit | BALL CORP COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
IDV | Exit | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $0 | – | -86 | -100.0% | 0.00% | – |
JRO | Exit | NUVEEN FLOATING RATE INCOME OP COM SHScef | $0 | – | 0 | +100.0% | 0.00% | – |
LBTYK | Exit | LIBERTY GLOBAL PLC SHS CL Cstock | $0 | – | -20 | -100.0% | 0.00% | – |
CHX | Exit | CHAMPIONX CORPORATION COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
ON | Exit | ON SEMICONDUCTOR CORP COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
WY | Exit | WEYERHAEUSER COreit | $0 | – | -9 | -100.0% | 0.00% | – |
FAF | Exit | FIRST AMERICAN CORPstock | $0 | – | -10 | -100.0% | 0.00% | – |
GT | Exit | GOODYEAR TIRE & RUBR CO COMstock | $0 | – | -32 | -100.0% | 0.00% | – |
FCPT | Exit | FOUR CORNERS PPTY TR INC COMreit | $0 | – | -4 | -100.0% | 0.00% | – |
TRMK | Exit | TRUSTMARK CORP COMstock | $0 | – | -46 | -100.0% | 0.00% | – |
PACW | Exit | PACWEST BANCORP DEL COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
KOS | Exit | KOSMOS ENERGY LTD COMstock | $0 | – | -163 | -100.0% | 0.00% | – |
VNE | Exit | VEONEER INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
TFSL | Exit | TFS FINL CORP COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
JLS | Exit | NUVEEN MORTGAGE AND INCOME FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
VNQI | Exit | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $0 | – | -54 | -100.0% | 0.00% | – |
QRTEA | Exit | QURATE RETAIL INC COM SER Astock | $0 | – | -156 | -100.0% | 0.00% | – |
GHY | Exit | PGIM GLOBAL HIGH YIELD FD FORM COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
SATS | Exit | ECHOSTAR CORP CL Astock | $0 | – | -20 | -100.0% | 0.00% | – |
LILAK | Exit | LIBERTY LATIN AMERICA LTD COM CL Cstock | $0 | – | -3 | -100.0% | 0.00% | – |
X | Exit | UNITED STATES STL CORPstock | $0 | – | -30 | -100.0% | 0.00% | – |
EWG | New | ISHARES INC MSCI GERMANY INDEX FDetf | $5,000 | – | 152 | +100.0% | 0.00% | – |
AVAV | AEROVIRONMENT INC COMstock | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
IAC | IAC INTERACTIVECORP NEW COM NEWstock | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
MSGS | Exit | MADISON SQUARE GRDN SPRT CORP CL Astock | $0 | – | -3 | -100.0% | 0.00% | – |
HUN | HUNTSMAN CORPstock | $1,000 | – | 16 | 0.0% | 0.00% | – | |
HYG | Buy | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $5,000 | 0.0% | 62 | +1.6% | 0.00% | – |
HUBB | HUBBELL INC COMstock | $5,000 | +25.0% | 21 | 0.0% | 0.00% | – | |
HWM | HOWMET AEROSPACE INC COMstock | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
CELGRT | Exit | BRISTOL-MYERS SQUIBB CO CONTIN VAL RTstock | $0 | – | -20 | -100.0% | 0.00% | – |
HST | HOST HOTELS & RESORTS INC COMreit | $2,000 | +100.0% | 89 | 0.0% | 0.00% | – | |
HI | HILLENBRAND INC COMstock | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $2,000 | 0.0% | 113 | +0.9% | 0.00% | – |
PEAK | HEALTH CARE PPTY INVS INCreit | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
HTA | HEALTHCARE TRUST OF AMERICA, INC. CLASS Areit | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
IWL | New | ISHARES RUSSELL TOP 200 INDEXetf | $4,000 | – | 35 | +100.0% | 0.00% | – |
HIG | Sell | HARTFORD FINL SVCS GROUP INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
FLOT | Sell | ISHARES MSCI FLOATING RATE NOT E FUNDING ETFetf | $0 | -100.0% | 7 | -61.1% | 0.00% | – |
HOG | HARLEY DAVIDSON INCstock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
THG | HANOVER INS GROUP INC COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
GWRE | GUIDEWIRE SOFTWARE INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
New | GREENIDGE GENERATION HLDGS INC CLASS A COMstock | $2,000 | – | 150 | +100.0% | 0.00% | – | |
CNX | Exit | CONSOL ENERGY INCstock | $0 | – | -60 | -100.0% | 0.00% | – |
LOPE | GRAND CANYON ED INCstock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
XT | New | ISHARES EXPONENTIAL TECHNOLOGIES ETFetf | $3,000 | – | 50 | +100.0% | 0.00% | – |
GDDY | GODADDY INC CL Astock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
IBML | New | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $4,000 | – | 151 | +100.0% | 0.00% | – |
GKOS | New | GLAUKOS CORP COMstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
IDAT | New | ISHARES CLOUD 5G AND TECH ETFetf | $3,000 | – | 102 | +100.0% | 0.00% | – |
SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC COMstock | $0 | – | -56 | -100.0% | 0.00% | – |
IBMM | New | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $1,000 | – | 23 | +100.0% | 0.00% | – |
IFRA | New | ISHARES U.S. INFRASTRUCTURE ETFetf | $0 | – | 12 | +100.0% | 0.00% | – |
GPC | Buy | GENUINE PARTS CO COMstock | $4,000 | +100.0% | 27 | +42.1% | 0.00% | – |
JPEM | New | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETFetf | $2,000 | – | 34 | +100.0% | 0.00% | – |
GEL | Buy | GENESIS ENERGY L P UNIT LTD PARTNstock | $1,000 | 0.0% | 52 | +2.0% | 0.00% | – |
GNTX | GENTEX CORPstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
KDP | KEURIG DR PEPPER INC COMstock | $2,000 | +100.0% | 42 | 0.0% | 0.00% | – | |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $5,000 | +25.0% | 25 | 0.0% | 0.00% | – | |
KTB | Sell | KONTOOR BRANDS INC COMstock | $0 | -100.0% | 7 | -46.2% | 0.00% | – |
KOPN | Buy | KOPIN CORP COMstock | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
KHC | KRAFT HEINZ CO COMstock | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
GTX | Sell | GARRETT MOTION INC COMstock | $0 | – | 30 | -6.2% | 0.00% | – |
LW | LAMB WESTON HLDGS INC COMstock | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
FULT | Buy | FULTON FINANCIAL CORP-PAstock | $2,000 | 0.0% | 137 | +1.5% | 0.00% | – |
LEA | LEAR CORPstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
LEG | LEGGETT & PLATT INC COMstock | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – | |
LII | LENNOX INTL INCstock | $0 | – | 1 | 0.0% | 0.00% | – | |
LSI | LSI LOGIC CORPreit | $2,000 | +100.0% | 12 | 0.0% | 0.00% | – | |
LNC | LINCOLN NATL CORP IND COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
META | New | ROUNDHILL BALL METAVERSE ETFetf | $5,000 | – | 300 | +100.0% | 0.00% | – |
BETZ | New | ROUNDHILL SPORTS BETTING & IGAMING ETFetf | $2,000 | – | 100 | +100.0% | 0.00% | – |
FBHS | FORTUNE BRANDS HOME & SECURITY INC WIstock | $3,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
FTV | FORTIVE CORP COMstock | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
LUMN | LUMEN TECHNOLOGIES INC COMstock | $0 | – | 12 | 0.0% | 0.00% | – | |
MDU | MDU RES GROUP INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
FLS | FLOWSERVE CORP COMstock | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
MQ | MARQETA INC CLASS A COMstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $4,000 | +100.0% | 22 | +120.0% | 0.00% | – |
FIVE | FIVE BELOW INC COMstock | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
DAPR | New | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - APRILetf | $1,000 | – | 23 | +100.0% | 0.00% | – |
DNOV | New | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBERetf | $1,000 | – | 15 | +100.0% | 0.00% | – |
ABB | ABB LTD SPONSORED ADRadr | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
MMAT | META MATERIALS INC COMstock | $1,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $5,000 | -16.7% | 24 | 0.0% | 0.00% | -100.0% | |
MVIS | MICROVISION INC DEL COM NEWstock | $3,000 | -50.0% | 500 | 0.0% | 0.00% | -100.0% | |
MAA | MID-AMER APT CMNTYS INC COMreit | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
MIDD | MIDDLEBY CORP COMstock | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
FNF | Buy | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $4,000 | +33.3% | 75 | +1.4% | 0.00% | – |
NCR | NCR CORPstock | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
NRG | Buy | NRG ENERGY INC NEWstock | $5,000 | +25.0% | 107 | +0.9% | 0.00% | – |
NDAQ | New | NASDAQ STK MKT INCstock | $3,000 | – | 15 | +100.0% | 0.00% | – |
VRTV | Exit | VERITIV CORPstock | $0 | – | -1 | -100.0% | 0.00% | – |
NATI | NATIONAL INSTRS CORP COMstock | $1,000 | – | 12 | 0.0% | 0.00% | – | |
NAVI | Buy | NAVIENT CORPORATION COMstock | $2,000 | +100.0% | 74 | +1.4% | 0.00% | – |
NEOG | NEOGEN CORP COMstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
NTAP | NETAPP INCstock | $4,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
AMCX | Exit | AMC NETWORKS INC CL Astock | $0 | – | -10 | -100.0% | 0.00% | – |
NWL | Sell | NEWELL BRANDS INC COMstock | $1,000 | -50.0% | 59 | -47.3% | 0.00% | – |
FDIS | New | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $5,000 | – | 52 | +100.0% | 0.00% | – |
NWSA | NEWS CORP NEW CL Astock | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
EXPO | EXPONENT INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
NI | Buy | NISOURCE INC COMstock | $3,000 | 0.0% | 125 | +0.8% | 0.00% | – |
JWN | NORDSTROM INC COMstock | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
NRT | New | NORTH EUROPEAN OIL RTY TR SH BEN INTstock | $2,000 | – | 237 | +100.0% | 0.00% | – |
NVO | NOVO-NORDISK A/S ADR ADR CMNadr | $4,000 | +33.3% | 35 | 0.0% | 0.00% | – | |
EMQQ | New | EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETFetf | $5,000 | – | 105 | +100.0% | 0.00% | – |
ETSY | ETSY INC COMstock | $5,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
EQR | EQUITY RESIDENTIAL SH BEN INTreit | $4,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
EQC | EQUITY COMWLTH COM SH BEN INTreit | $2,000 | 0.0% | 74 | 0.0% | 0.00% | – | |
OCCI | Buy | OFS CREDIT COMPANY INC COMcef | $2,000 | – | 133 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETE CORP COMstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
OXYWS | New | OCCIDENTAL PETE CORP WT EXP 080327stock | $0 | – | 9 | +100.0% | 0.00% | – |
OPI | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
OLLI | OLLIES BARGAIN OUTLET HLDGS IN COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
OMC | Buy | OMNICOM GROUP INC COMstock | $3,000 | +50.0% | 34 | +3.0% | 0.00% | – |
ORGANIGRAM HLDGS INC COMstock | $2,000 | 0.0% | 1,073 | 0.0% | 0.00% | – | ||
IX | ORIX CORPORATION SPONS ADR SPONSORED ADR Cadr | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
KIDS | ORTHOPEDIATRICS CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
ENOVIX CORPORATION WT EXP 113025stock | $2,000 | +100.0% | 130 | 0.0% | 0.00% | – | ||
UUUU | ENERGY FUELS INC COM NEWstock | $2,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
ENB | Buy | ENBRIDGE INC COMstock | $3,000 | 0.0% | 71 | +1.4% | 0.00% | – |
PRAA | PORTFOLIO RECOVERY ASSOCS INCstock | $0 | – | 4 | 0.0% | 0.00% | – | |
PCAR | PACCAR INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
EA | Buy | ELECTRONICS ARTSstock | $5,000 | +66.7% | 39 | +95.0% | 0.00% | – |
EIX | EDISON INTL COMstock | $4,000 | +33.3% | 57 | 0.0% | 0.00% | – | |
PDCO | PATTERSON COS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
PAYC | PAYCOM SOFTWARE INC COMstock | $2,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
PCTY | PAYLOCITY HLDG CORP COMstock | $0 | -100.0% | 2 | 0.0% | 0.00% | – | |
PEGA | PEGASYSTEMS INC COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
PTON | Buy | PELOTON INTERACTIVE INC CL A COMstock | $4,000 | -33.3% | 100 | +47.1% | 0.00% | -100.0% |
DOV | DOVER CORP COMstock | $4,000 | +33.3% | 21 | 0.0% | 0.00% | – | |
DPZ | DOMINOS PIZZA INCstock | $2,000 | +100.0% | 3 | 0.0% | 0.00% | – | |
DLTR | DOLLAR TREE INC COMstock | $5,000 | +66.7% | 35 | 0.0% | 0.00% | – | |
DLB | DOLBY LABORATORIES INC COM CL Astock | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
VRT | Exit | VERTIV HOLDINGS CO COM CL Astock | $0 | – | -200 | -100.0% | 0.00% | – |
MFEM | New | PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETFetf | $4,000 | – | 157 | +100.0% | 0.00% | – |
PNFP | PINNACLE FINL PARTNERS INC COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
PINS | PINTEREST INC CL Astock | $4,000 | -33.3% | 116 | 0.0% | 0.00% | -100.0% | |
PIPR | PIPER JAFFRAY COSstock | $0 | – | 1 | 0.0% | 0.00% | – | |
POST | POST HOLDINGS INC COMstock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
COR | Exit | CORESITE RLTY CORP COMreit | $0 | – | -18 | -100.0% | 0.00% | – |
PRMW | Buy | COTT CORP QUE Fstock | $4,000 | +33.3% | 202 | +0.5% | 0.00% | – |
DISCK | DISCOVERY INC COM SER Cstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
SHYG | Exit | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -40 | -100.0% | 0.00% | – |
PRO | PROS HOLDINGS INC COMstock | $0 | – | 12 | 0.0% | 0.00% | – | |
FANG | Sell | DIAMONDBACK ENERGY INC COMstock | $0 | -100.0% | 2 | -75.0% | 0.00% | – |
PRLB | PROTO LABS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
DVA | DAVITA INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
PUK | PRUDENTIAL CORP PLC ADRF SPONSORED ADRadr | $0 | – | 7 | 0.0% | 0.00% | – | |
PSA | PUBLIC STORAGE INCreit | $4,000 | +33.3% | 11 | 0.0% | 0.00% | – | |
QRVO | Sell | QORVO INC COMstock | $4,000 | -81.8% | 28 | -78.9% | 0.00% | -100.0% |
PWR | QUANTA SVCS INC COMstock | $5,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
DGX | QUEST DIAGNOSTICS INCstock | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
RMR | RMR GROUP INC CL Astock | $0 | – | 3 | 0.0% | 0.00% | – | |
RJF | RAYMOND JAMES FINL INC COMstock | $3,000 | +50.0% | 27 | 0.0% | 0.00% | – | |
RYN | Buy | RAYONIER INC REITreit | $3,000 | +50.0% | 70 | +1.4% | 0.00% | – |
DRI | DARDEN RESTAURANTS INCstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
RDFN | REDFIN CORP COMstock | $4,000 | -20.0% | 106 | 0.0% | 0.00% | – | |
REGN | REGENERON PHARMACEUTICALS COMstock | $4,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
RF | Buy | REGIONS FINANCIAL CORP NEWstock | $3,000 | 0.0% | 149 | +0.7% | 0.00% | – |
RELX | RELX PLC SPONSORED ADRadr | $0 | – | 14 | 0.0% | 0.00% | – | |
REZI | Sell | RESIDEO TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 51 | -5.6% | 0.00% | – |
RBA | RITCHIE BROS AUCTIONEERS COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
AUY | Exit | YAMANA GOLD INCstock | $0 | – | -399 | -100.0% | 0.00% | – |
ROKU | ROKU INC COM CL Astock | $5,000 | -28.6% | 22 | 0.0% | 0.00% | -100.0% | |
ROL | ROLLINS INC COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
ROST | ROSS STORES INCstock | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
RY | New | ROYAL BANK OF CANADAstock | $3,000 | – | 28 | +100.0% | 0.00% | – |
CSGP | COSTAR GROUP INC COMstock | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
DISH | Exit | DISH NETWORK CORPORATION CL Astock | $0 | – | -4 | -100.0% | 0.00% | – |
SEIC | SEI INVTS CO COMstock | $3,000 | 0.0% | 52 | 0.0% | 0.00% | – | |
SLG | SL GREEN RLTY CORP COMreit | $3,000 | +50.0% | 35 | 0.0% | 0.00% | – | |
SLM | Buy | SLM CORP COMstock | $1,000 | 0.0% | 62 | +1.6% | 0.00% | – |
CPRT | New | COPART INC COMstock | $5,000 | – | 32 | +100.0% | 0.00% | – |
CAG | Buy | CONAGRA BRANDS INC COMstock | $3,000 | 0.0% | 79 | +1.3% | 0.00% | – |
ARNC | Exit | ARCONIC CORPORATION COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
CMA | COMERICA INC COMstock | $4,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
COLM | COLUMBIA SPORTSWEAR CO COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
ECON | New | COLUMBIA EMERGING MARKETS CONSUMER ETFetf | $0 | – | 7 | +100.0% | 0.00% | – |
COIN | New | COINBASE GLOBAL INC COM CL Astock | $4,000 | – | 15 | +100.0% | 0.00% | – |
SPIP | New | SPDR BARCLAYS CAP TIPS CAPITAL TIPS ETFetf | $1,000 | – | 17 | +100.0% | 0.00% | – |
CGNX | COGNEX CORP COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
FLRN | New | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $1,000 | – | 32 | +100.0% | 0.00% | – |
CFG | Buy | CITIZENS FINL GROUP INC COMstock | $3,000 | 0.0% | 69 | +1.5% | 0.00% | – |
LSXMK | Exit | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $0 | – | -8 | -100.0% | 0.00% | – |
CNK | Sell | CINEMARK HLDGS INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
SGMO | SANGAMO THERAPEUTICS INC COMstock | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
SNY | Sell | SANOFI SAadr | $0 | -100.0% | 8 | -94.4% | 0.00% | -100.0% |
HSIC | HENRY SCHEIN INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $3,000 | -25.0% | 2 | 0.0% | 0.00% | – | |
CHE | CHEMED CORP NEW COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
CRL | CHARLES RIVER LABS HLDGstock | $0 | – | 1 | 0.0% | 0.00% | – | |
CRNC | Sell | CERENCE INC COMstock | $2,000 | -89.5% | 28 | -85.7% | 0.00% | -100.0% |
CNP | CENTERPOINT ENERGY INC COMstock | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
CCL | Sell | CARNIVAL CORPstock | $2,000 | -33.3% | 106 | -17.2% | 0.00% | – |
HII | Exit | HUNTINGTON INGALLS INDS INC COMstock | $0 | – | -7 | -100.0% | 0.00% | – |
KMX | CARMAX INCstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP COMstock | $4,000 | -33.3% | 443 | 0.0% | 0.00% | -100.0% | |
XLU | Buy | UTILITIES SELECT SECTOR SPDRetf | $1,000 | 0.0% | 11 | +10.0% | 0.00% | – |
SCI | SERVICE CORP INTL COMstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
DXC | Exit | DXC TECHNOLOGY CO COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
CP | CANADIAN PAC RAILWAYLTDstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
MTCH | Exit | MATCH GROUP INC NEW COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
SWKS | SKYWORKS SOLUTIONS INC COMstock | $2,000 | -33.3% | 15 | 0.0% | 0.00% | – | |
AOS | SMITH A O CORP COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
SJM | New | J M SMUCKER CO NEWstock | $2,000 | – | 12 | +100.0% | 0.00% | – |
SNA | SNAP ON INC COMstock | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
SCCO | Buy | SOUTHERN PERU COPPER CORPstock | $2,000 | 0.0% | 35 | +2.9% | 0.00% | – |
BWXT | Exit | BWX TECHNOLOGIES INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
SPPP | New | SPROTT PHYSICAL PLAT PALLAD TS UNITcef | $1,000 | – | 100 | +100.0% | 0.00% | – |
SQ | Sell | BLOCK INC CL Astock | $3,000 | -70.0% | 17 | -59.5% | 0.00% | -100.0% |
CMS | CMS ENERGY CORP COMstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
CARS | Exit | CARS COM INC COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
STT | Buy | STATE STR CORP COMstock | $3,000 | 0.0% | 33 | +3.1% | 0.00% | – |
STM | STMICROELECTRONICS N V NY REGISTRYadr | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – | |
CCMP | CMC MATERIALS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
SMFG | SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN US86562M2098adr | $0 | – | 59 | 0.0% | 0.00% | – | |
New | SYLVAMO CORP COMMON STOCKstock | $0 | – | 6 | +100.0% | 0.00% | – | |
SYF | SYNCHRONY FINANCIAL COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
CGBD | New | TCG BDC INC COMcef | $5,000 | – | 400 | +100.0% | 0.00% | – |
CDK | Buy | CDK GLOBAL INC COMstock | $1,000 | 0.0% | 22 | +69.2% | 0.00% | – |
SM | Exit | SM ENERGY CO COMstock | $0 | – | -30 | -100.0% | 0.00% | – |
TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
CBRE | CBRE GROUP INC Astock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
TGNA | Sell | TEGNA INC COMstock | $0 | – | 0 | -100.0% | 0.00% | – |
TDOC | TELADOC HEALTH INC COMstock | $5,000 | -28.6% | 53 | 0.0% | 0.00% | -100.0% | |
TPST | TEMPEST THERAPEUTICS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
TDC | TERADATA CORPstock | $4,000 | -33.3% | 100 | 0.0% | 0.00% | -100.0% | |
BURL | BURLINGTON STORES INC COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
EAT | Sell | BRINKER INTL INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
TXT | TEXTRON INC COMstock | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
BWA | BORG WARNER AUTOMOTIVE INCstock | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
BAH | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $4,000 | +33.3% | 44 | 0.0% | 0.00% | – | |
TRU | TRANSUNION COMstock | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
BL | BLACKLINE INC COMstock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
TRIP | Sell | TRIPADVISOR INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
TWLO | TWILIO INC CL Astock | $5,000 | -16.7% | 19 | 0.0% | 0.00% | -100.0% | |
TYL | TYLER TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
TSN | TYSON FOODS INC CL Astock | $5,000 | +25.0% | 54 | 0.0% | 0.00% | – | |
BKI | BLACK KNIGHT INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
UGI | UGI CORP NEW COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
REM | Exit | ISHARES FTSE NAREIT MORTGAGE PLUS CAPPED INDEX FD ETFetf | $0 | – | -25 | -100.0% | 0.00% | – |
BBBY | Exit | BED BATH & BEYOND INCstock | $0 | – | -300 | -100.0% | 0.00% | – |
BSCN | New | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $4,000 | – | 174 | +100.0% | 0.00% | – |
BSJN | New | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFetf | $0 | – | 10 | +100.0% | 0.00% | – |
BSCO | New | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $0 | – | 13 | +100.0% | 0.00% | – |
PSCH | INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIOetf | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIOetf | $4,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
PSR | New | POWERSHARES ACTIVE US REIT ETFetf | $4,000 | – | 31 | +100.0% | 0.00% | – |
IPG | Buy | INTERPUBLIC GROUP COS INC COMstock | $3,000 | 0.0% | 70 | +1.4% | 0.00% | – |
IP | INTERNATIONAL PAPER CO COMstock | $3,000 | -25.0% | 70 | 0.0% | 0.00% | – | |
ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit | $3,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
INCY | INCYTE CORP COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
SMG | Exit | SCOTTS MIRACLE-GRO CO CL Astock | $0 | – | -52 | -100.0% | -0.00% | – |
B | Exit | BARNES GROUP INC COMstock | $0 | – | -228 | -100.0% | -0.00% | – |
JMIA | Exit | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $0 | – | -400 | -100.0% | -0.00% | – |
VDE | Exit | VANGUARD ENERGY INDEX FUNDetf | $0 | – | -89 | -100.0% | -0.00% | – |
BLNK | Exit | BLINK CHARGING CO COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
BRW | Exit | SABA CAPITAL INCOME & OPRNT FD SHAREScef | $0 | – | -1,460 | -100.0% | -0.00% | – |
MBSD | Exit | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUNDetf | $0 | – | -504 | -100.0% | -0.00% | – |
IRBT | Exit | IROBOT CORP COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
AIT | Exit | APPLIED INDL TECHNOLOGIES INC COMstock | $0 | – | -215 | -100.0% | -0.00% | – |
KSU | Exit | KANSAS CITY SOUTHERN COM NEWstock | $0 | – | -85 | -100.0% | -0.00% | – |
GRMN | Exit | GARMIN LTD SHSstock | $0 | – | -246 | -100.0% | -0.00% | – |
XLG | Exit | RYDEX RUSSELL TOP 50 ETFetf | $0 | – | -129 | -100.0% | -0.00% | – |
HRC | Exit | HILL-ROM HLDGS INC COMstock | $0 | – | -404 | -100.0% | -0.01% | – |
TTC | Exit | TORO CO COMstock | $0 | – | -649 | -100.0% | -0.01% | – |
CNBKA | Exit | CENTURY BANCORP INC MASS CL Astock | $0 | – | -580 | -100.0% | -0.01% | – |
EBSB | Exit | MERIDIAN INTERSTATE BANCstock | $0 | – | -4,422 | -100.0% | -0.01% | – |
TRQ | Exit | TURQUOISE HILL RES LTD COM NPV ISIN CA9004351081 SEDOL B7WJ1F5stock | $0 | – | -11,794 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
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.