All transactions16
Purchases7
Sales9
PerformanceAverage return based on each purchase date-0.92%
Latest filing07/10/26
16 records
DateAssetTypeReported valueAt tradeLatestReturnFiling
Jun 12, 2026Abbott Laboratories$ABTPurchase$1,001 - $15,000$87.56$102.61+17.19%Jul 10, 2026 ↗
Jun 12, 2026Intercontinental Exchange Inc$ICEPurchase$1,001 - $15,000$139.55$156.42+12.09%Jul 10, 2026 ↗
Jun 12, 2026iShares Morningstar Value ETF$ILCVSale$1,001 - $15,000$101.13$108.47+7.26%Jul 10, 2026 ↗
Jun 12, 2026SPDR S&P 600 Small Cap Growth ETF$SLYGSale$1,001 - $15,000$112.37$108.07-3.83%Jul 10, 2026 ↗
Jun 12, 2026Abbott Laboratories (1)$ABTPurchase$1,001 - $15,000$87.56$102.61+17.19%Jul 10, 2026 ↗
Jun 12, 2026Unitedhealth Group Inc$UNHSale$1,001 - $15,000$403.71$377.76-6.43%Jul 10, 2026 ↗
Jun 12, 2026L3Harris Technologies Inc (2)$LHXPurchase$1,001 - $15,000$306.32$234.72-23.37%Jul 10, 2026 ↗
Jun 12, 2026Abbott Laboratories (2)$ABTPurchase$1,001 - $15,000$87.56$102.61+17.19%Jul 10, 2026 ↗
Jun 12, 2026Vanguard Mega Cap Growth ETF (1)$MGKSale$1,001 - $15,000$86.72$94.19+8.61%Jul 10, 2026 ↗
Jun 12, 2026Cisco Systems Inc$CSCOSale$1,001 - $15,000$120.18$115.07-4.25%Jul 10, 2026 ↗
Jun 12, 2026Vanguard Mega Cap Growth ETF$MGKSale$1,001 - $15,000$86.72$94.19+8.61%Jul 10, 2026 ↗
Jun 12, 2026Vanguard Mega Cap Growth ETF (2)$MGKSale$1,001 - $15,000$86.72$94.19+8.61%Jul 10, 2026 ↗
Jun 12, 2026L3Harris Technologies Inc (1)$LHXPurchase$1,001 - $15,000$306.32$234.72-23.37%Jul 10, 2026 ↗
Jun 12, 2026Analog Devices Inc$ADISale$1,001 - $15,000$416.52$414.70-0.44%Jul 10, 2026 ↗
Jun 12, 2026Blackrock Inc$BLKSale$1,001 - $15,000$1,026.73$1,066.12+3.84%Jul 10, 2026 ↗
Jun 12, 2026L3Harris Technologies Inc$LHXPurchase$1,001 - $15,000$306.32$234.72-23.37%Jul 10, 2026 ↗