| global X Funds global X U.S. Infrastructure Development ETF (PAVE) [ST] |
PAVE |
ETF |
Purchase
|
Dec. 11, 2020 |
$1,001 - $15,000 |
| iShares Russell 2000 ETF (IWM) |
IWM |
ETF |
Sale
|
Dec. 9, 2020 |
$1,001 - $15,000 |
| global X Funds global X U.S. Infrastructure Development ETF (PAVE) [ST] |
PAVE |
ETF |
Purchase
|
Dec. 9, 2020 |
$1,001 - $15,000 |
| iShares Russell 2000 ETF (IWM) |
IWM |
ETF |
Sale
|
Dec. 2, 2020 |
$1,001 - $15,000 |
| FIDELITY LIMITED TERM MUNI INCOME FUND [gS] |
FLTIX |
FUND |
Purchase
|
July 2, 2020 |
$15,001 - $50,000 |
| iShares Russell 2000 ETF (IWM) |
IWM |
ETF |
Sale
|
June 26, 2020 |
$15,001 - $50,000 |
| iShares Core MSCI EAFE ETF (IEFA) |
IEFA |
ETF |
Sale
|
June 26, 2020 |
$15,001 - $50,000 |
| iShares Core S&P 500 ETF (IVV) |
IVV |
ETF |
Sale
|
June 26, 2020 |
$15,001 - $50,000 |
| SPDR S&P 500 (SPY) |
SPY |
ETF |
Purchase
|
June 8, 2020 |
$1,001 - $15,000 |
| SPDR S&P bank ETF (KbE) |
KBE |
ETF |
Purchase
|
June 8, 2020 |
$1,001 - $15,000 |
| Vanguard Russell 1000 ETF (VONE) |
VONE |
ETF |
Purchase
|
March 26, 2020 |
$50,001 - $100,000 |
| SPDR S&P 500 (SPY) |
SPY |
ETF |
Purchase
|
March 11, 2020 |
$1,001 - $15,000 |
| golub Capital bDC, Inc. (gbDC) |
GBDC |
STOCK |
Purchase
|
Feb. 25, 2020 |
$1,001 - $15,000 |
| FIDELITY LIMITED TERM MUNI INCOME FUND [OT] |
FLTMX |
FUND |
Purchase
|
Jan. 15, 2020 |
$1,001 - $15,000 |
| Fidelity Advisor Real Eastate Income Z FIKMX [OT] |
FIKMX |
FUND |
Purchase
|
Jan. 15, 2020 |
$15,001 - $50,000 |