| IBM Corp. (stock) NYSE |
IBM |
STOCK |
Purchase
|
|
$1,001 - $15,000 |
| Microsoft (stock) (DC) |
MSFT |
STOCK |
Sale
|
|
$100,001 - $250,000 |
| Mngd Port Ser Tortoise Nram Pl |
TRAM |
FUND |
Purchase
|
Oct. 23, 2020 |
$15,001-50,000 |
| Vanguard Index Fds REIT ETF |
VNQ |
ETF |
Purchase
|
Oct. 23, 2020 |
$1,001-15,000 |
| Lowes Cos Inc Com |
LOW |
STOCK |
Sale
|
Oct. 22, 2020 |
$1,001-15,000 |
| SPDR S&P Midcap 400 EFT Tr UTSER1 |
MID |
ETF |
Sale
|
Oct. 21, 2020 |
$1,001-15,000 |
| Ssga Active Tr SPDR Dbleln Emrg |
SPEM |
ETF |
Sale
|
Oct. 21, 2020 |
$15,001-50,000 |
| Van Eck Fds Emgr Mkts Cl I |
VEMIX |
FUND |
Sale
|
Oct. 21, 2020 |
$1,001-15,000 |
| Vanguard Index Fds Total Stk Mkt |
VTSMX |
FUND |
Sale
|
Oct. 21, 2020 |
$15,001-50,000 |
| Doubleline Emg Mkts Inc I |
DLEMX |
FUND |
Purchase
|
Oct. 21, 2020 |
$15,001-50,000 |
| Westwood Small Cap Instl |
WXSX |
FUND |
Purchase
|
Oct. 21, 2020 |
$1,001-15,000 |
| Goldman Sachs ETF Tr Access Invt Gr |
|
FUND |
Sale
|
Oct. 21, 2020 |
$1,001-15,000 |
| iShares Cmbs Bond Fund |
IMBS |
ETF |
Sale
|
Oct. 21, 2020 |
$1,001-15,000 |
| iShares Tr Rssl 2000 Indx MFC |
IWM |
ETF |
Sale
|
Oct. 21, 2020 |
$15,001-50,000 |
| iShares TR S&P 500 Grw |
IVV |
ETF |
Sale
|
Oct. 21, 2020 |
$15,001-50,000 |
| Schwab Strategic Tr US Tips ETF |
SCHP |
ETF |
Purchase
|
Oct. 20, 2020 |
$50,001-100,000 |
| iShares Barclays Tips ETF |
TIP |
ETF |
Sale
|
Oct. 20, 2020 |
$50,001-100,000 |