| IBM Corp. (stock) NYSE |
IBM |
STOCK |
Purchase
|
|
$100,001 - $250,000 |
| Microsoft (stock) NASDAQ/OTC |
MSFT |
STOCK |
Sale
|
|
$15,001 - $50,000 |
| Doubleline Erng Mkts Inc 1 |
DLNE |
FUND |
Purchases
|
Dec. 30, 2019 |
$1,001-15,000 |
| Van Eck Fds Emrg Mkts CI I |
EMCIX |
FUND |
Sales
|
Dec. 30, 2019 |
$1,001 - 15,000 |
| Comcast Corp New Cl A |
CMCSA |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Discover Financial Services |
DFS |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Disney Com Stk |
DIS |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Fiserv Inc |
FI |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Fortune Brands Home & Sec In Com |
FBHS |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| General Dynamics Corp Com |
GD |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Honeywell Int Inc Com |
HON |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Intel Corp |
INTC |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Iqvia Hdgs Inc Com |
IQV |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| iShares Tr MSCI EAFE Index Fd MFC |
EFA |
ETF |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| iShares Tr Russell 2000 Index MFC |
IWM |
ETF |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| JP Morgan Chase & Co Com |
JPM |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Lowes Cos Inc Com |
LOW |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Micron Technology Inc |
MU |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| SPDR S & P Midcap 400 ETF TR-UTSRT1 |
MDY |
ETF |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Union Pacific |
UNP |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Verizon Communications Com |
VZ |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Johnson & Johnson |
JNJ |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Accenture PLC Ireland Shs Cl A |
ACN |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Apple Computer Inc |
AAPL |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| Bank of Amer Corp Com |
BAC |
STOCK |
Sales
|
Dec. 27, 2019 |
$1,001 - 15,000 |
| iShares Tr Barclays 10-20 Yr |
TLT |
ETF |
Purchases
|
Dec. 27, 2019 |
$1,001-15,000 |
| iShares Active ETF Tr Bikshin Gsosrin |
|
ETF |
Purchases
|
Dec. 27, 2019 |
$1,001-15,000 |
| Goldman Sachs ETF Tr Actively Beta Ene |
GSBE |
ETF |
Purchases
|
Dec. 27, 2019 |
$1,001-15,000 |
| Goldman Sachs ETF Tr Access Inv Gr |
|
FUND |
Purchases
|
Dec. 27, 2019 |
$15,001-50,000 |
| iShares Barclays Treas Acct ETF |
BIL |
ETF |
Purchases
|
Dec. 27, 2019 |
$1,001-15,000 |
| iShares Barclays Agency Bond |
LUSA |
ETF |
Purchases
|
Dec. 27, 2019 |
$1,001-15,000 |
| iShares Barclays Mbs Bond Fd |
MBB |
ETF |
Purchases
|
Dec. 27, 2019 |
$15,001-50,000 |
| iShares Barclays TIPS ETF |
TIP |
ETF |
Purchases
|
Dec. 27, 2019 |
$1,001-15,000 |
| iShares Barclays 20 Plus Year Treasury Bond Fund |
TLT |
ETF |
Purchases
|
Dec. 27, 2019 |
$1,001-15,000 |
| iShares Crims Bond Fund |
|
BOND |
Purchases
|
Dec. 27, 2019 |
$1,001-15,000 |
| Host Hotels & Resorts Inc Com |
HST |
STOCK |
Sales
|
Dec. 6, 2019 |
$1,001 - 15,000 |
| Vanguard Index Fds REIT ETF |
VNQ |
ETF |
Purchases
|
Dec. 6, 2019 |
$1,001-15,000 |