| Fidelity Advisor Real Estate Income Z (fikmx) |
FIKMX |
FUND |
Purchase
|
Dec. 31, 2019 |
$1,001 - $15,000 |
| iShares Russell 2000 Value ETF (IWN) |
IWN |
ETF |
Purchase
|
Dec. 31, 2019 |
$1,001 - $15,000 |
| iShares S&P 500 Value ETF (IVE) |
IVE |
ETF |
Purchase
|
Dec. 31, 2019 |
$1,001 - $15,000 |
| Fidelity Advisor Real Estate income Z (fikmx) |
FIKMX |
FUND |
Purchase
|
Sept. 30, 2019 |
$15,001 - $50,000 |
| Fidelity Advisor Real Estate Income Z (fikmx) |
FIKMX |
FUND |
Purchase
|
Sept. 30, 2019 |
$15,001 - $50,000 |
| SPDR MidCap Trust Series I (MDY) |
MDY |
ETF |
Purchase
|
Sept. 20, 2019 |
$1,001 - $15,000 |
| iShares Core S&P Mid-Cap ETF (IJH) |
IJH |
ETF |
Purchase
|
July 24, 2019 |
$1,001 - $15,000 |
| iShares Core S&P Small-Cap ETF (IJR) |
IJR |
ETF |
Purchase
|
July 24, 2019 |
$1,001 - $15,000 |
| iShares Core S&P 500 ETF (IVV) |
IVV |
ETF |
Purchase
|
July 24, 2019 |
$15,001 - $50,000 |
| JPMorgan Chase Capital XVI |
|
PRIVATE EQUITY |
Purchase
|
July 8, 2019 |
$1,001 - $15,000 |
| SPDR S&P 500 (SPY) |
SPY |
ETF |
Purchase
|
June 21, 2019 |
$1,001 - $15,000 |
| Vanguard FTSE Developed Markets ETF (VEA) |
VEA |
ETF |
Purchase
|
June 21, 2019 |
$1,001 - $15,000 |
| Fidelity FL High Income (ffrhx) |
FFRHX |
FUND |
Sale
|
May 30, 2019 |
$15,001 - $50,000 |
| golub Capital bDC, Inc. (gbDC) |
GBDC |
STOCK |
Purchase
|
May 30, 2019 |
$15,001 - $50,000 |
| buckeye OH Cent Loc Sch Dist. |
|
BOND |
Purchase
|
April 3, 2019 |
$50,001 - $100,000 |
| bessemer AL gO bd. |
|
BOND |
Purchase
|
April 2, 2019 |
$50,001 - $100,000 |
| Delaware OH Cry Sch Dist. |
|
BOND |
Purchase
|
March 28, 2019 |
$50,001 - $100,000 |
| brookville OH Loc Sch Dist |
|
BOND |
Purchase
|
March 27, 2019 |
$50,001 - $100,000 |
| East Muskingum OH Loc Sch Dist. |
|
BOND |
Purchase
|
March 25, 2019 |
$50,001 - $100,000 |
| Vanguard Short-Term Corporate bond ETF (VCSH) |
VCSH |
ETF |
Purchase
|
March 22, 2019 |
$15,001 - $50,000 |
| Fidelity FL Rt High Income (ffhrx) |
FFHRX |
FUND |
Sale
|
March 22, 2019 |
$100,001 - $250,000 |
| Fidelity Limited Term Municipal Inc. (fstfx) |
FSTFX |
FUND |
Purchase
|
March 22, 2019 |
$15,001 - $50,000 |
| iShares Core S&P Small-Cap ETF (IJR) |
IJR |
ETF |
Purchase
|
March 4, 2019 |
$15,001 - $50,000 |
| iShares Core S&P Mid-Cap ETF (IJH) |
IJH |
ETF |
Purchase
|
March 4, 2019 |
$15,001 - $50,000 |
| iShares Core S&P 500 ETF (IVV) |
IVV |
ETF |
Purchase
|
March 4, 2019 |
$1,001 - $15,000 |
| iShares Core MSCI EAFE ETF (IEFA) |
IEFA |
ETF |
Purchase
|
March 4, 2019 |
$15,001 - $50,000 |
| Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale
|
Jan. 10, 2019 |
$1,001 - $15,000 |
| Vanguard Information Tech ETF (VgT) |
VGT |
ETF |
Purchase
|
Jan. 10, 2019 |
$1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale
|
Jan. 10, 2019 |
$1,001 - $15,000 |