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Disclosery

Align Wealth Management, LLC

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13F filer, CIK 1961312, Oklahoma City, OK

Align Wealth Management, LLC reported $118,256,158 across 219 holdings for the quarter ended 2022-12-31, in a 13F-HR filed 2023-01-09. Its ten largest share positions make up 87.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001606587-23-000004

Period
2022-12-31
Reported value
$118M
Holdings
219
Top 10 weight
87.16%
New
Sold out

Holdings, Q4 2022

Share positions as resolved from 13F-HR 0001606587-23-000004, largest first. % of portfolio is the value over $118,256,158, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,581,833 shares 1,581,833$35.2M29.75%Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 468,986 shares 468,986$29.5M24.96%Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 231,456 shares 231,456$9.02M7.63%Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 87,416 shares 87,416$8.97M7.58%Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 300,295 shares 300,295$5.67M4.8%Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 282,041 shares 282,041$5.4M4.57%Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 149,425 shares 149,425$3.05M2.58%Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 72,841 shares 72,841$2.83M2.39%Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 17,516 shares 17,516$1.79M1.52%Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 85,859 shares 85,859$1.64M1.38%Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 83,701 shares 83,701$1.55M1.31%Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 57,927 shares 57,927$1.24M1.05%Timeline
BANFBANCFIRST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 11,267 shares 11,267$1.01M0.85%Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 20,341 shares 20,341$928K0.78%Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 5,885 shares 5,885$665K0.56%Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 13,226 shares 13,226$607K0.51%Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 12,483 shares 12,483$499K0.42%Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 16,602 shares 16,602$492K0.42%Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 7,869 shares 7,869$491K0.41%Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 7,894 shares 7,894$404K0.34%Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 9,483 shares 9,483$388K0.33%Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 3,090 shares 3,090$323K0.27%Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 853 shares 853$306K0.26%Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 10,489 shares 10,489$291K0.25%Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 14,049 shares 14,049$289K0.24%Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 857 shares 857$229K0.19%Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 3,714 shares 3,714$208K0.18%Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,548 shares 1,548$184K0.16%Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 992 shares 992$170K0.14%Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 665 shares 665$155K0.13%Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,571 shares 1,571$149K0.13%Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 3,873 shares 3,873$141K0.12%Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,000 shares 2,000$120K0.1%Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,810 shares 1,810$120K0.1%Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 988 shares 988$110K0.09%Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 3,400 shares 3,400$110K0.09%Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 4,461 shares 4,461$110K0.09%Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,034 shares 1,034$106K0.09%Timeline
LARKLANDMARK BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 3,708 shares 3,708$94.8K0.08%Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 3,950 shares 3,950$93.9K0.08%Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,482 shares 2,482$90.6K0.08%Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 5,761 shares 5,761$88.4K0.07%Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 901 shares 901$87.2K0.07%Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,218 shares 2,218$86.5K0.07%Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 681 shares 681$82.4K0.07%Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 390 shares 390$73.3K0.06%Timeline
MAGELLAN MIDSTREAM PARTNERS…MAGELLAN MIDSTREAM PARTNERS, LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,400 shares 1,400$66.5K0.06%
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,135 shares 2,135$64.1K0.05%Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 865 shares 865$61.7K0.05%Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 200 shares 200$58.7K0.05%Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 640 shares 640$58.2K0.05%Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,600 shares 1,600$58.2K0.05%Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 500 shares 500$56.1K0.05%Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,059 shares 1,059$55.8K0.05%Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 400 shares 400$55.3K0.05%Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 717 shares 717$53.4K0.05%Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 372 shares 372$53K0.04%Timeline
BEPBROOKFIELD RENEWABLE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,650 shares 1,650$51.6K0.04%Timeline
ABBNYABB LTD-SPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,000 shares 2,000$51.3K0.04%Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 400 shares 400$50.5K0.04%Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,200 shares 1,200$50.4K0.04%Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 150 shares 150$50.1K0.04%Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 154 shares 154$49.8K0.04%Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,035 shares 1,035$45.3K0.04%Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 291 shares 291$45K0.04%Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,160 shares 1,160$44.3K0.04%Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 85 shares 85$42.9K0.04%Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,000 shares 2,000$41.9K0.04%Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 596 shares 596$41.2K0.03%Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 940 shares 940$41.1K0.03%Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 458 shares 458$39.7K0.03%Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 255 shares 255$37.8K0.03%Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 431 shares 431$37.6K0.03%Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 155 shares 155$37.6K0.03%Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 200 shares 200$37.2K0.03%Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 275 shares 275$36.7K0.03%Timeline
LAM RESEARCH CORPLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 100 shares 100$36.6K0.03%
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 163 shares 163$36.5K0.03%Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 141 shares 141$36.3K0.03%Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,250 shares 1,250$35.8K0.03%Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 160 shares 160$34.5K0.03%Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 440 shares 440$34.5K0.03%Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 360 shares 360$33.4K0.03%Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 525 shares 525$32.6K0.03%Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 450 shares 450$32.5K0.03%Timeline
OGSONE GAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 441 shares 441$31K0.03%Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 300 shares 300$30.5K0.03%Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 110 shares 110$30.4K0.03%Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 225 shares 225$29.7K0.03%Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 175 shares 175$29.2K0.02%Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 125 shares 125$29.1K0.02%Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 400 shares 400$28.5K0.02%Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 352 shares 352$28.4K0.02%Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 100 shares 100$27.7K0.02%Timeline
BLACKROCK INCBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 50 shares 50$27.5K0.02%
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 201 shares 201$27K0.02%Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 298 shares 298$26K0.02%Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 125 shares 125$25.3K0.02%Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 551 shares 551$25.2K0.02%Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 521 shares 521$25.1K0.02%Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 345 shares 345$24.8K0.02%Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 399 shares 399$24.8K0.02%Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 185 shares 185$24K0.02%Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 580 shares 580$23.6K0.02%Timeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,000 shares 2,000$21.5K0.02%
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,000 shares 2,000$21.4K0.02%Timeline
FXDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 475 shares 475$20.4K0.02%Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 55 shares 55$19.6K0.02%Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 450 shares 450$18.9K0.02%Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 170 shares 170$18.7K0.02%Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 438 shares 438$18.5K0.02%Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$17.5K0.01%Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 200 shares 200$17.2K0.01%Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$16.6K0.01%Timeline
BGSB & G FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$16.5K0.01%Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,500 shares 1,500$16.4K0.01%Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 193 shares 193$16.3K0.01%Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,391 shares 1,391$16K0.01%Timeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,000 shares 2,000$15.2K0.01%Timeline
SPPPSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$14.3K0.01%Timeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,300 shares 2,300$14.1K0.01%Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 450 shares 450$13.9K0.01%Timeline
UTGREAVES UTIL INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 500 shares 500$13.6K0.01%Timeline
BROOKFIELD RENEWABLE CORPBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 412 shares 412$13.5K0.01%
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 188 shares 188$12.8K0.01%Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 341 shares 341$12.2K0.01%Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 65 shares 65$11.7K0.01%Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 3,000 shares 3,000$11.3K0.01%Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 100 shares 100$11.2K0.01%Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 200 shares 200$11K0.01%Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 400 shares 400$10.9K0.01%Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$10.5K0.01%Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 169 shares 169$10.5K0.01%Timeline
SGASAGA COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 400 shares 400$10.5K0.01%Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 157 shares 157$10.2K0.01%Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 95 shares 95$9.93K0.01%Timeline
AEHRAEHR TEST SYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 700 shares 700$9.87K0.01%Timeline
RADA ELECTR INDS LTDRADA ELECTR INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$9.63K0.01%
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 31 shares 31$9.53K0.01%Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 700 shares 700$9.43K0.01%Timeline
ANDEANDERSONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 300 shares 300$9.31K0.01%Timeline
PSIINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 103 shares 103$9.27K0.01%Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$9.18K0.01%Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 300 shares 300$9.16K0.01%Timeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 500 shares 500$8.64K0.01%Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 88 shares 88$8.48K0.01%Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 300 shares 300$8.2K0.01%Timeline
BSMBLACK STONE MINERALS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 500 shares 500$7.83K0.01%Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 200 shares 200$7.71K0.01%Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 500 shares 500$7.36K0.01%Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 202 shares 202$6.97K0.01%Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 51 shares 51$6.55K0.01%Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 54 shares 54$6.54K0.01%Timeline
RDWRRADWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 300 shares 300$6.54K0.01%Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 100 shares 100$6.4K0.01%Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 39 shares 39$6.3K0.01%Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 199 shares 199$6.25K0.01%
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 42 shares 42$6.24K0.01%Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 32 shares 32$6.23K0.01%Timeline
PSECPROSPECT CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$6.2K0.01%Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 200 shares 200$5.89K<0.01%Timeline
MTAMETALLA RTY & STREAMING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,500 shares 1,500$5.82K<0.01%Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 24 shares 24$5.35K<0.01%Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 100 shares 100$5.31K<0.01%Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 33 shares 33$5.2K<0.01%Timeline
NGNOVAGOLD RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$4.69K<0.01%Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 500 shares 500$4.66K<0.01%Timeline
CAMTCAMTEK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 200 shares 200$4.63K<0.01%Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 106 shares 106$4.54K<0.01%Timeline
BLNKBLINK CHARGING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 230 shares 230$4.08K<0.01%Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$3.94K<0.01%Timeline
GOLDEN OCEAN GROUP LTDGOLDEN OCEAN GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 500 shares 500$3.73K<0.01%
EMX RTY CORPEMX RTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2,000 shares 2,000$3.72K<0.01%
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 60 shares 60$3.62K<0.01%Timeline
Sandstorm Gold LtdSandstorm Gold LtdQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 700 shares 700$3.62K<0.01%
NFGCNEW FOUND GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$3.53K<0.01%Timeline
ZIMZIM INTEGRATED SHIPPING SERVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 150 shares 150$3.52K<0.01%Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$3.5K<0.01%Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 16 shares 16$3.44K<0.01%Timeline
MAVERIX METALS INCMAVERIX METALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1,000 shares 1,000$3.35K<0.01%
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 191 shares 191$3.24K<0.01%Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 25 shares 25$3.16K<0.01%Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 110 shares 110$2.83K<0.01%Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 32 shares 32$2.75K<0.01%Timeline
LI-CYCLE HOLDINGS CORPLI-CYCLE HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 500 shares 500$2.66K<0.01%
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 309 shares 309$2.56K<0.01%Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 17 shares 17$2.52K<0.01%Timeline
ICHRICHOR HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 100 shares 100$2.42K<0.01%Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 120 shares 120$2.29K<0.01%Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 19 shares 19$2.22K<0.01%Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 42 shares 42$1.89K<0.01%Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 10 shares 10$1.21K<0.01%Timeline
SLISTANDARD LITHIUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 253 shares 253$1.09K<0.01%Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 12 shares 12$801<0.01%Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 12 shares 12$792<0.01%Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 10 shares 10$718<0.01%Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 15 shares 15$708<0.01%Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 19 shares 19$699<0.01%Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 8 shares 8$679<0.01%Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2 shares 2$637<0.01%Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 8 shares 8$635<0.01%Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 10 shares 10$614<0.01%Timeline
BARNES GROUP INCBARNES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 21 shares 21$606<0.01%
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 6 shares 6$497<0.01%Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 46 shares 46$464<0.01%Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 4 shares 4$396<0.01%Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 4 shares 4$325<0.01%Timeline
TMQTRILOGY METALS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 500 shares 500$303<0.01%Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 8 shares 8$296<0.01%Timeline
STRTSTRATTEC SEC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 9 shares 9$187<0.01%Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 2 shares 2$172<0.01%Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 3 shares 3$168<0.01%Timeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 4 shares 4$115<0.01%Timeline
ARLAMERICAN RLTY INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 7 shares 7$111<0.01%Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1 shares 1$104<0.01%Timeline
ZIMVIE INCZIMVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 9 shares 9$89<0.01%
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 17 shares 17$73<0.01%Timeline
OXY/WSOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 1 shares 1$40<0.01%Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not loaded; 2022Q1: not loaded; 2022Q2: not loaded; 2022Q3: not loaded; 2022Q4: 4 shares 4$34<0.01%Timeline

How Q4 2022 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001606587-23-000004 base2023-01-09acceptance time not in the bulk data set