| Apple Inc. (AAPL) |
AAPL |
STOCK |
Sale (partial)
|
April 19, 2023 |
$1,001 - $15,000 |
| Comcast Corporation - Class A (CMCSA) |
CMCSA |
STOCK |
Purchase
|
April 19, 2023 |
$50,001 - $100,000 |
| Comcast Corporation - Class A (CMCSA) |
CMCSA |
STOCK |
Purchase
|
April 19, 2023 |
$1,001 - $15,000 |
| Costco Wholesale Corporation (COST) |
COST |
STOCK |
Purchase
|
April 19, 2023 |
$1,001 - $15,000 |
| Costco Wholesale Corporation (COST) |
COST |
STOCK |
Purchase
|
April 19, 2023 |
$50,001 - $100,000 |
| FCNTX |
FCNTX |
FUND |
Purchase
|
April 19, 2023 |
$1,001 - $15,000 |
| FFRHX |
FFRHX |
FUND |
Purchase
|
April 19, 2023 |
$1,001 - $15,000 |
| Fidelity Quality Factor ETF (FQAL) |
FQAL |
ETF |
Purchase
|
April 19, 2023 |
$1,001 - $15,000 |
| FMCSX |
FMCSX |
FUND |
Sale (partial)
|
April 19, 2023 |
$1,001 - $15,000 |
| FSKAX |
FSKAX |
FUND |
Sale
|
April 19, 2023 |
$50,001 - $100,000 |
| FSKAX |
FSKAX |
FUND |
Sale
|
April 19, 2023 |
$1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale (partial)
|
April 19, 2023 |
$1,001 - $15,000 |
| iShares Core S&P 500 ETF (IVV) |
IVV |
ETF |
Purchase
|
April 19, 2023 |
$1,001 - $15,000 |
| iShares Core S&P Small-Cap ETF (IJR) |
IJR |
ETF |
Sale (partial)
|
April 19, 2023 |
$1,001 - $15,000 |
| LSYIX [OT] |
LSYIX |
FUND |
Purchase
|
April 19, 2023 |
$50,001 - $100,000 |
| LSYIX [OT] |
LSYIX |
FUND |
Purchase
|
April 19, 2023 |
$1,001 - $15,000 |
| LUBYX [OT] |
LUBYX |
FUND |
Sale (partial)
|
April 19, 2023 |
$1,001 - $15,000 |
| Starbucks Corporation (SBUX) [ST] |
SBUX |
STOCK |
Sale (partial)
|
April 19, 2023 |
$1,001 - $15,000 |