IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 80,740 shares; 2019Q1: 83,679 shares; 2019Q2: 84,937 shares; 2019Q3: 92,928 shares; 2019Q4: 91,459 shares 91,459 $29.6M 5.44% -1,469 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,778 shares; 2019Q1: 42,052 shares; 2019Q2: 44,880 shares; 2019Q3: 65,417 shares; 2019Q4: 76,792 shares 76,792 $22.7M 4.18% +11,375 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 441,361 shares; 2019Q2: 448,834 shares; 2019Q3: 401,807 shares; 2019Q4: 422,121 shares 422,121 $21.3M 3.92% +20,314 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 357,645 shares; 2019Q2: 370,568 shares; 2019Q3: 329,074 shares; 2019Q4: 345,010 shares 345,010 $17.3M 3.18% +15,936 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 86,034 shares; 2019Q1: 132,526 shares; 2019Q2: 159,056 shares; 2019Q3: 220,926 shares; 2019Q4: 256,038 shares 256,038 $16.7M 3.08% +35,112 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 69,615 shares; 2019Q1: 75,892 shares; 2019Q2: 82,543 shares; 2019Q3: 92,062 shares; 2019Q4: 92,094 shares 92,094 $16.2M 2.99% +32 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 49,498 shares; 2019Q1: 61,645 shares; 2019Q2: 62,026 shares; 2019Q3: 44,068 shares; 2019Q4: 54,089 shares 54,089 $15.9M 2.93% +10,021 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 80,173 shares; 2019Q1: 360,296 shares; 2019Q2: 361,173 shares; 2019Q3: 361,934 shares; 2019Q4: 358,917 shares 358,917 $15.8M 2.91% -3,017 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 108,366 shares; 2019Q2: 117,702 shares; 2019Q3: 123,343 shares; 2019Q4: 120,377 shares 120,377 $15.2M 2.79% -2,966 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 85,015 shares; 2019Q1: 90,666 shares; 2019Q2: 90,543 shares; 2019Q3: 88,464 shares; 2019Q4: 83,228 shares 83,228 $14.8M 2.73% -5,236 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 115,043 shares; 2019Q1: 114,877 shares; 2019Q2: 123,394 shares; 2019Q3: 131,007 shares; 2019Q4: 144,829 shares 144,829 $13.6M 2.5% +13,822 Timeline AMERICAN CAMPUS COMMUNITIES AMERICAN CAMPUS COMMUNITIES More: the full row for AMERICAN CAMPUS COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 225,433 shares; 2019Q2: 227,648 shares; 2019Q3: not reported; 2019Q4: 232,219 shares 232,219 $10.9M 2.01% new PACIFIC PREMIER BANCORP INC PACIFIC PREMIER BANCORP INC More: the full row for PACIFIC PREMIER BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 334,697 shares; 2019Q1: 316,091 shares; 2019Q2: 312,591 shares; 2019Q3: not reported; 2019Q4: 313,553 shares 313,553 $10.2M 1.88% new IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 49,640 shares; 2019Q1: 48,639 shares; 2019Q2: 48,480 shares; 2019Q3: 47,735 shares; 2019Q4: 47,984 shares 47,984 $9.05M 1.67% +249 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 32,526 shares; 2019Q1: 179,710 shares; 2019Q2: 183,648 shares; 2019Q3: 196,475 shares; 2019Q4: 200,197 shares 200,197 $8.9M 1.64% +3,722 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 59,044 shares; 2019Q1: 59,571 shares; 2019Q2: 60,390 shares; 2019Q3: 58,977 shares; 2019Q4: 59,604 shares 59,604 $8.13M 1.5% +627 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 82,654 shares; 2019Q1: 79,603 shares; 2019Q2: 77,999 shares; 2019Q3: 75,078 shares; 2019Q4: 67,226 shares 67,226 $7.78M 1.43% -7,852 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 5,540 shares; 2019Q3: 32,593 shares; 2019Q4: 42,386 shares 42,386 $7.55M 1.39% +9,793 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 38,356 shares; 2019Q1: 40,148 shares; 2019Q2: 45,849 shares; 2019Q3: 65,461 shares; 2019Q4: 76,181 shares 76,181 $7.07M 1.3% +10,720 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 26,243 shares; 2019Q1: 26,162 shares; 2019Q2: 29,383 shares; 2019Q3: 32,531 shares; 2019Q4: 31,502 shares 31,502 $6.48M 1.19% -1,029 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 364,502 shares; 2019Q1: 444,075 shares; 2019Q2: 460,136 shares; 2019Q3: 545,301 shares; 2019Q4: 527,847 shares 527,847 $6.42M 1.18% -17,454 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,796 shares; 2019Q1: 39,674 shares; 2019Q2: 45,015 shares; 2019Q3: 44,535 shares; 2019Q4: 44,844 shares 44,844 $5.75M 1.06% +309 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,126 shares; 2019Q1: 5,316 shares; 2019Q2: 5,399 shares; 2019Q3: 24,222 shares; 2019Q4: 62,633 shares 62,633 $5.25M 0.97% +38,411 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,234 shares; 2019Q1: 18,507 shares; 2019Q2: 19,286 shares; 2019Q3: 30,391 shares; 2019Q4: 31,469 shares 31,469 $5.15M 0.95% +1,078 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 46,638 shares 46,638 $4.98M 0.92% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 47,007 shares; 2019Q1: 46,728 shares; 2019Q2: 46,776 shares; 2019Q3: 46,458 shares; 2019Q4: 45,556 shares 45,556 $4.9M 0.9% -902 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,253 shares; 2019Q1: 41,864 shares; 2019Q2: 44,834 shares; 2019Q3: 58,646 shares; 2019Q4: 56,806 shares 56,806 $4.76M 0.88% -1,840 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 1,187 shares; 2019Q2: 9,268 shares; 2019Q3: 19,542 shares; 2019Q4: 23,790 shares 23,790 $4.73M 0.87% +4,248 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,683 shares; 2019Q1: 31,254 shares; 2019Q2: 32,444 shares; 2019Q3: 27,515 shares; 2019Q4: 29,694 shares 29,694 $4.69M 0.86% +2,179 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 36,210 shares; 2019Q1: 35,755 shares; 2019Q2: 35,190 shares; 2019Q3: 35,305 shares; 2019Q4: 33,797 shares 33,797 $4.21M 0.78% -1,508 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,548 shares; 2019Q1: 7,585 shares; 2019Q2: 9,087 shares; 2019Q3: 8,272 shares; 2019Q4: 12,967 shares 12,967 $4.17M 0.77% +4,695 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 81,958 shares 81,958 $4.09M 0.75% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,827 shares; 2019Q1: 22,272 shares; 2019Q2: 21,555 shares; 2019Q3: 24,089 shares; 2019Q4: 24,126 shares 24,126 $3.99M 0.74% +37 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,136 shares; 2019Q1: 15,748 shares; 2019Q2: 17,507 shares; 2019Q3: 9,927 shares; 2019Q4: 17,551 shares 17,551 $3.97M 0.73% +7,624 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,064 shares; 2019Q1: 5,849 shares; 2019Q2: 5,765 shares; 2019Q3: 5,628 shares; 2019Q4: 9,973 shares 9,973 $3.88M 0.72% +4,345 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 27,206 shares; 2019Q1: 30,585 shares; 2019Q2: 29,758 shares; 2019Q3: 24,712 shares; 2019Q4: 23,848 shares 23,848 $3.48M 0.64% -864 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,581 shares; 2019Q1: 3,581 shares; 2019Q2: 3,561 shares; 2019Q3: 12,284 shares; 2019Q4: 18,628 shares 18,628 $3.39M 0.63% +6,344 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 26,922 shares; 2019Q1: 26,749 shares; 2019Q2: 27,143 shares; 2019Q3: 35,111 shares; 2019Q4: 41,246 shares 41,246 $3.33M 0.61% +6,135 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 45,838 shares; 2019Q1: 46,296 shares; 2019Q2: 49,359 shares; 2019Q3: 47,072 shares; 2019Q4: 47,114 shares 47,114 $3.27M 0.6% +42 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,590 shares; 2019Q1: 14,319 shares; 2019Q2: 14,863 shares; 2019Q3: 13,870 shares; 2019Q4: 14,358 shares 14,358 $3.14M 0.58% +488 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 48,745 shares; 2019Q1: 45,735 shares; 2019Q2: 43,188 shares; 2019Q3: 43,770 shares; 2019Q4: 39,563 shares 39,563 $3.05M 0.56% -4,207 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,727 shares; 2019Q1: 13,282 shares; 2019Q2: 13,557 shares; 2019Q3: 14,902 shares; 2019Q4: 13,960 shares 13,960 $2.97M 0.55% -942 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 17,668 shares; 2019Q3: 60,291 shares; 2019Q4: 78,498 shares 78,498 $2.95M 0.54% +18,207 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 24,485 shares; 2019Q1: 50,732 shares; 2019Q2: 50,258 shares; 2019Q3: 55,084 shares; 2019Q4: 53,693 shares 53,693 $2.89M 0.53% -1,391 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 998 shares; 2019Q1: 1,324 shares; 2019Q2: 1,516 shares; 2019Q3: 1,473 shares; 2019Q4: 1,542 shares 1,542 $2.85M 0.52% +69 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,025 shares; 2019Q1: 22,933 shares; 2019Q2: 22,933 shares; 2019Q3: 25,239 shares; 2019Q4: 23,650 shares 23,650 $2.69M 0.5% -1,589 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 40,000 shares; 2019Q1: 35,000 shares; 2019Q2: 41,650 shares; 2019Q3: 144,450 shares; 2019Q4: 144,450 shares 144,450 $2.6M 0.48% 0 Timeline Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 35,532 shares; 2019Q1: 48,414 shares; 2019Q2: 59,194 shares; 2019Q3: 74,100 shares; 2019Q4: 91,245 shares 91,245 $2.31M 0.43% +17,145 RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,425 shares; 2019Q1: 9,425 shares; 2019Q2: 23,625 shares; 2019Q3: 23,625 shares; 2019Q4: 23,625 shares 23,625 $2.29M 0.42% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,368 shares; 2019Q1: 42,389 shares; 2019Q2: 48,955 shares; 2019Q3: 57,979 shares; 2019Q4: 64,913 shares 64,913 $2.29M 0.42% +6,934 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 49,404 shares; 2019Q1: 78,199 shares; 2019Q2: 81,598 shares; 2019Q3: 83,791 shares; 2019Q4: 87,407 shares 87,407 $2.23M 0.41% +3,616 STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,066 shares; 2019Q1: 26,127 shares; 2019Q2: 38,654 shares; 2019Q3: 32,914 shares; 2019Q4: 21,879 shares 21,879 $2.2M 0.4% -11,035 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 58,419 shares; 2019Q1: 56,986 shares; 2019Q2: 63,144 shares; 2019Q3: 51,920 shares; 2019Q4: 55,081 shares 55,081 $2.16M 0.4% +3,161 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,067 shares; 2019Q1: 6,301 shares; 2019Q2: 7,018 shares; 2019Q3: 6,630 shares; 2019Q4: 7,146 shares 7,146 $2.1M 0.39% +516 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 13,662 shares; 2019Q2: 13,723 shares; 2019Q3: 13,723 shares; 2019Q4: 13,853 shares 13,853 $2.04M 0.38% +130 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 45,448 shares; 2019Q1: 50,345 shares; 2019Q2: 50,795 shares; 2019Q3: 44,797 shares; 2019Q4: 43,799 shares 43,799 $1.97M 0.36% -998 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,052 shares; 2019Q1: 36,300 shares; 2019Q2: 41,459 shares; 2019Q3: 48,511 shares; 2019Q4: 51,901 shares 51,901 $1.96M 0.36% +3,390 Timeline ISHARES IBONDS DEC 2021 TER… ISHARES IBONDS DEC 2021 TERM MUNI… More: the full row for ISHARES IBONDS DEC 2021 TERM MUNI BD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 43,540 shares; 2019Q1: 60,249 shares; 2019Q2: 70,624 shares; 2019Q3: 72,610 shares; 2019Q4: 75,579 shares 75,579 $1.95M 0.36% +2,969 SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,065 shares; 2019Q1: 7,714 shares; 2019Q2: 13,097 shares; 2019Q3: 21,377 shares; 2019Q4: 20,751 shares 20,751 $1.93M 0.36% -626 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 19,836 shares; 2019Q1: 19,571 shares; 2019Q2: 19,069 shares; 2019Q3: 16,394 shares; 2019Q4: 15,939 shares 15,939 $1.92M 0.35% -455 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 17,783 shares; 2019Q1: 17,298 shares; 2019Q2: 17,298 shares; 2019Q3: 25,528 shares; 2019Q4: 24,298 shares 24,298 $1.87M 0.34% -1,230 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 18,733 shares; 2019Q1: 22,677 shares; 2019Q2: 23,557 shares; 2019Q3: 35,105 shares; 2019Q4: 19,068 shares 19,068 $1.73M 0.32% -16,037 Timeline Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 36,776 shares; 2019Q1: 42,353 shares; 2019Q2: 53,715 shares; 2019Q3: 69,043 shares; 2019Q4: 67,324 shares 67,324 $1.68M 0.31% -1,719 MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,933 shares; 2019Q1: 3,933 shares; 2019Q2: 4,041 shares; 2019Q3: 4,653 shares; 2019Q4: 4,441 shares 4,441 $1.67M 0.31% -212 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,097 shares; 2019Q1: 12,026 shares; 2019Q2: 13,122 shares; 2019Q3: 10,568 shares; 2019Q4: 11,357 shares 11,357 $1.64M 0.3% +789 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 13,978 shares; 2019Q4: 13,978 shares 13,978 $1.64M 0.3% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,592 shares; 2019Q1: 28,476 shares; 2019Q2: 32,687 shares; 2019Q3: 32,116 shares; 2019Q4: 27,345 shares 27,345 $1.63M 0.3% -4,771 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 22,022 shares; 2019Q1: 21,351 shares; 2019Q2: 24,999 shares; 2019Q3: 43,463 shares; 2019Q4: 38,524 shares 38,524 $1.62M 0.3% -4,939 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,216 shares; 2019Q1: 5,920 shares; 2019Q2: 5,906 shares; 2019Q3: 5,693 shares; 2019Q4: 5,365 shares 5,365 $1.6M 0.3% -328 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 6,232 shares; 2019Q4: 19,552 shares 19,552 $1.59M 0.29% +13,320 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,780 shares; 2019Q1: 6,766 shares; 2019Q2: 10,785 shares; 2019Q3: 11,253 shares; 2019Q4: 12,239 shares 12,239 $1.59M 0.29% +986 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,162 shares; 2019Q1: 12,813 shares; 2019Q2: 13,047 shares; 2019Q3: 13,538 shares; 2019Q4: 15,048 shares 15,048 $1.59M 0.29% +1,510 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 61,816 shares; 2019Q1: 50,474 shares; 2019Q2: 40,913 shares; 2019Q3: 32,522 shares; 2019Q4: 26,911 shares 26,911 $1.58M 0.29% -5,611 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 74,854 shares; 2019Q1: 67,415 shares; 2019Q2: 64,732 shares; 2019Q3: 67,167 shares; 2019Q4: 56,838 shares 56,838 $1.55M 0.29% -10,329 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,732 shares; 2019Q1: 11,532 shares; 2019Q2: 11,682 shares; 2019Q3: 11,067 shares; 2019Q4: 11,133 shares 11,133 $1.55M 0.29% +66 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,248 shares; 2019Q1: 8,108 shares; 2019Q2: 7,353 shares; 2019Q3: 7,316 shares; 2019Q4: 7,079 shares 7,079 $1.52M 0.28% -237 Timeline EATON VANCE CORP EATON VANCE CORP More: the full row for EATON VANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 38,650 shares; 2019Q2: 38,987 shares; 2019Q3: not reported; 2019Q4: 32,354 shares 32,354 $1.51M 0.28% new WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 16,614 shares; 2019Q1: 15,509 shares; 2019Q2: 15,522 shares; 2019Q3: 15,461 shares; 2019Q4: 13,101 shares 13,101 $1.5M 0.28% -2,360 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 58,537 shares; 2019Q1: 50,253 shares; 2019Q2: 49,362 shares; 2019Q3: 53,511 shares; 2019Q4: 43,866 shares 43,866 $1.48M 0.27% -9,645 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 961 shares; 2019Q1: 1,262 shares; 2019Q2: 1,327 shares; 2019Q3: 1,002 shares; 2019Q4: 1,093 shares 1,093 $1.46M 0.27% +91 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,830 shares; 2019Q1: 11,668 shares; 2019Q2: 12,059 shares; 2019Q3: 14,194 shares; 2019Q4: 10,367 shares 10,367 $1.44M 0.27% -3,827 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,320 shares; 2019Q1: 8,813 shares; 2019Q2: 8,842 shares; 2019Q3: 8,751 shares; 2019Q4: 8,883 shares 8,883 $1.43M 0.26% +132 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,353 shares; 2019Q1: 3,029 shares; 2019Q2: 4,884 shares; 2019Q3: 10,189 shares; 2019Q4: 11,914 shares 11,914 $1.43M 0.26% +1,725 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,783 shares; 2019Q1: 32,484 shares; 2019Q2: 36,277 shares; 2019Q3: 25,147 shares; 2019Q4: 29,705 shares 29,705 $1.43M 0.26% +4,558 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 893 shares; 2019Q1: 1,324 shares; 2019Q2: 1,471 shares; 2019Q3: 842 shares; 2019Q4: 983 shares 983 $1.31M 0.24% +141 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 37,027 shares; 2019Q1: 46,633 shares; 2019Q2: 47,558 shares; 2019Q3: 49,449 shares; 2019Q4: 50,265 shares 50,265 $1.31M 0.24% +816 SL GREEN REALTY CORP SL GREEN REALTY CORP More: the full row for SL GREEN REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 13,819 shares; 2019Q2: 13,819 shares; 2019Q3: 13,619 shares; 2019Q4: 13,979 shares 13,979 $1.28M 0.24% +360 EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,507 shares; 2019Q1: 5,363 shares; 2019Q2: 5,307 shares; 2019Q3: 5,598 shares; 2019Q4: 5,491 shares 5,491 $1.28M 0.24% -107 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,323 shares; 2019Q1: 16,665 shares; 2019Q2: 20,716 shares; 2019Q3: 19,918 shares; 2019Q4: 20,559 shares 20,559 $1.26M 0.23% +641 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 31,544 shares; 2019Q1: 32,117 shares; 2019Q2: 33,507 shares; 2019Q3: 31,332 shares; 2019Q4: 31,134 shares 31,134 $1.22M 0.22% -198 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,399 shares; 2019Q1: 3,855 shares; 2019Q2: 3,887 shares; 2019Q3: 4,433 shares; 2019Q4: 3,699 shares 3,699 $1.21M 0.22% -734 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 16,007 shares; 2019Q1: 17,309 shares; 2019Q2: 16,234 shares; 2019Q3: 16,133 shares; 2019Q4: 19,547 shares 19,547 $1.17M 0.22% +3,414 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,253 shares; 2019Q1: 5,565 shares; 2019Q2: 5,681 shares; 2019Q3: 5,257 shares; 2019Q4: 4,669 shares 4,669 $1.13M 0.21% -588 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,794 shares; 2019Q1: 35,909 shares; 2019Q2: 36,247 shares; 2019Q3: 54,262 shares; 2019Q4: 5,392 shares 5,392 $1.11M 0.2% -48,870 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,468 shares; 2019Q1: 9,989 shares; 2019Q2: 10,019 shares; 2019Q3: 10,453 shares; 2019Q4: 16,210 shares 16,210 $1.09M 0.2% +5,757 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 23,329 shares; 2019Q1: 26,123 shares; 2019Q2: 25,284 shares; 2019Q3: 23,289 shares; 2019Q4: 20,219 shares 20,219 $1.09M 0.2% -3,070 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 44,567 shares; 2019Q1: 39,492 shares; 2019Q2: 40,659 shares; 2019Q3: 44,298 shares; 2019Q4: 37,192 shares 37,192 $1.07M 0.2% -7,106 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,178 shares; 2019Q1: 2,180 shares; 2019Q2: 2,968 shares; 2019Q3: 4,090 shares; 2019Q4: 5,445 shares 5,445 $1.05M 0.19% +1,355 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 19,575 shares; 2019Q1: 19,795 shares; 2019Q2: 19,795 shares; 2019Q3: 12,534 shares; 2019Q4: 17,643 shares 17,643 $1.05M 0.19% +5,109 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,543 shares; 2019Q1: 16,004 shares; 2019Q2: 16,643 shares; 2019Q3: 15,380 shares; 2019Q4: 14,996 shares 14,996 $1.05M 0.19% -384 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,227 shares; 2019Q1: 12,311 shares; 2019Q2: 14,728 shares; 2019Q3: 19,831 shares; 2019Q4: 17,421 shares 17,421 $1.04M 0.19% -2,410 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,907 shares; 2019Q1: 16,173 shares; 2019Q2: 15,773 shares; 2019Q3: 11,668 shares; 2019Q4: 11,727 shares 11,727 $1.04M 0.19% +59 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,674 shares; 2019Q1: 8,691 shares; 2019Q2: 8,396 shares; 2019Q3: 9,467 shares; 2019Q4: 9,556 shares 9,556 $1.03M 0.19% +89 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,408 shares; 2019Q1: 13,485 shares; 2019Q2: 13,106 shares; 2019Q3: 12,612 shares; 2019Q4: 11,600 shares 11,600 $1.02M 0.19% -1,012 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,971 shares; 2019Q1: 29,271 shares; 2019Q2: 27,820 shares; 2019Q3: 39,181 shares; 2019Q4: 32,070 shares 32,070 $1.01M 0.19% -7,111 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,440 shares; 2019Q1: 3,786 shares; 2019Q2: 4,035 shares; 2019Q3: 9,918 shares; 2019Q4: 8,746 shares 8,746 $984K 0.18% -1,172 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,527 shares; 2019Q1: 7,467 shares; 2019Q2: 7,459 shares; 2019Q3: 7,468 shares; 2019Q4: 7,437 shares 7,437 $955K 0.18% -31 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,901 shares; 2019Q1: 5,676 shares; 2019Q2: 5,676 shares; 2019Q3: 8,580 shares; 2019Q4: 8,458 shares 8,458 $942K 0.17% -122 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,887 shares; 2019Q1: 13,277 shares; 2019Q2: 12,373 shares; 2019Q3: 14,230 shares; 2019Q4: 12,538 shares 12,538 $935K 0.17% -1,692 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,760 shares; 2019Q1: 10,201 shares; 2019Q2: 9,826 shares; 2019Q3: 8,723 shares; 2019Q4: 9,768 shares 9,768 $926K 0.17% +1,045 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 66,018 shares; 2019Q1: 61,401 shares; 2019Q2: 62,889 shares; 2019Q3: 58,584 shares; 2019Q4: 47,524 shares 47,524 $903K 0.17% -11,060 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 32,023 shares; 2019Q1: 32,023 shares; 2019Q2: 28,203 shares; 2019Q3: 26,969 shares; 2019Q4: 27,257 shares 27,257 $886K 0.16% +288 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,452 shares; 2019Q1: 10,216 shares; 2019Q2: 10,713 shares; 2019Q3: 10,134 shares; 2019Q4: 15,634 shares 15,634 $870K 0.16% +5,500 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,303 shares; 2019Q1: 5,761 shares; 2019Q2: 5,711 shares; 2019Q3: 6,339 shares; 2019Q4: 5,625 shares 5,625 $842K 0.16% -714 ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,726 shares; 2019Q1: 19,425 shares; 2019Q2: 23,910 shares; 2019Q3: 29,547 shares; 2019Q4: 32,685 shares 32,685 $824K 0.15% +3,138 MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,317 shares; 2019Q1: 8,317 shares; 2019Q2: 8,277 shares; 2019Q3: 8,017 shares; 2019Q4: 7,717 shares 7,717 $808K 0.15% -300 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,873 shares; 2019Q1: 7,718 shares; 2019Q2: 8,361 shares; 2019Q3: 8,529 shares; 2019Q4: 6,692 shares 6,692 $796K 0.15% -1,837 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 53,491 shares; 2019Q1: 37,830 shares; 2019Q2: 32,359 shares; 2019Q3: 27,441 shares; 2019Q4: 25,346 shares 25,346 $795K 0.15% -2,095 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,723 shares; 2019Q1: 5,723 shares; 2019Q2: 5,723 shares; 2019Q3: 5,395 shares; 2019Q4: 5,506 shares 5,506 $793K 0.15% +111 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 25,000 shares; 2019Q3: 100,000 shares; 2019Q4: 100,000 shares 100,000 $788K 0.15% 0 SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,809 shares; 2019Q1: 7,371 shares; 2019Q2: 10,876 shares; 2019Q3: 8,948 shares; 2019Q4: 12,051 shares 12,051 $777K 0.14% +3,103 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,053 shares; 2019Q1: 2,712 shares; 2019Q2: 1,464 shares; 2019Q3: 2,959 shares; 2019Q4: 3,244 shares 3,244 $763K 0.14% +285 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,167 shares; 2019Q1: 6,222 shares; 2019Q2: 7,155 shares; 2019Q3: 5,733 shares; 2019Q4: 6,133 shares 6,133 $763K 0.14% +400 Timeline RLJ RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 79,707 shares; 2019Q1: 79,512 shares; 2019Q2: 85,512 shares; 2019Q3: 42,700 shares; 2019Q4: 42,645 shares 42,645 $756K 0.14% -55 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 28,998 shares; 2019Q1: 26,441 shares; 2019Q2: 24,105 shares; 2019Q3: 27,171 shares; 2019Q4: 21,840 shares 21,840 $740K 0.14% -5,331 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,379 shares; 2019Q1: 10,057 shares; 2019Q2: 11,876 shares; 2019Q3: 7,576 shares; 2019Q4: 6,019 shares 6,019 $722K 0.13% -1,557 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,990 shares; 2019Q1: 6,013 shares; 2019Q2: 6,064 shares; 2019Q3: 6,334 shares; 2019Q4: 12,046 shares 12,046 $711K 0.13% +5,712 TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,688 shares; 2019Q1: 2,188 shares; 2019Q2: 2,600 shares; 2019Q3: 2,190 shares; 2019Q4: 2,181 shares 2,181 $709K 0.13% -9 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 35,092 shares; 2019Q1: 30,777 shares; 2019Q2: 20,969 shares; 2019Q3: 15,262 shares; 2019Q4: 15,105 shares 15,105 $707K 0.13% -157 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,341 shares; 2019Q1: 4,606 shares; 2019Q2: 5,148 shares; 2019Q3: 4,312 shares; 2019Q4: 3,541 shares 3,541 $702K 0.13% -771 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,776 shares; 2019Q1: 9,476 shares; 2019Q2: 7,996 shares; 2019Q3: 7,903 shares; 2019Q4: 8,158 shares 8,158 $686K 0.13% +255 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,049 shares; 2019Q1: 2,351 shares; 2019Q2: 2,009 shares; 2019Q3: 2,007 shares; 2019Q4: 1,982 shares 1,982 $682K 0.13% -25 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2 shares; 2019Q1: 2 shares; 2019Q2: 2 shares; 2019Q3: 2 shares; 2019Q4: 2 shares 2 $679K 0.13% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,825 shares; 2019Q1: 2,810 shares; 2019Q2: 2,810 shares; 2019Q3: 2,775 shares; 2019Q4: 2,937 shares 2,937 $676K 0.12% +162 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,846 shares; 2019Q1: 6,585 shares; 2019Q2: 6,575 shares; 2019Q3: 4,277 shares; 2019Q4: 5,048 shares 5,048 $676K 0.12% +771 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 4,909 shares; 2019Q3: 9,870 shares; 2019Q4: 12,571 shares 12,571 $672K 0.12% +2,701 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 11,725 shares; 2019Q2: 12,332 shares; 2019Q3: 12,272 shares; 2019Q4: 9,172 shares 9,172 $657K 0.12% -3,100 BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,507 shares; 2019Q1: 1,799 shares; 2019Q2: 2,354 shares; 2019Q3: 1,926 shares; 2019Q4: 3,068 shares 3,068 $651K 0.12% +1,142 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,474 shares; 2019Q1: 10,054 shares; 2019Q2: 9,398 shares; 2019Q3: 9,468 shares; 2019Q4: 10,129 shares 10,129 $649K 0.12% +661 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 18,997 shares; 2019Q1: 17,447 shares; 2019Q2: 18,530 shares; 2019Q3: 18,442 shares; 2019Q4: 13,293 shares 13,293 $621K 0.11% -5,149 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 9,467 shares; 2019Q1: 8,367 shares; 2019Q2: 8,792 shares; 2019Q3: 8,807 shares; 2019Q4: 6,906 shares 6,906 $616K 0.11% -1,901 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,605 shares; 2019Q1: 1,605 shares; 2019Q2: 1,605 shares; 2019Q3: 1,605 shares; 2019Q4: 1,605 shares 1,605 $604K 0.11% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,612 shares; 2019Q4: 5,819 shares 5,819 $591K 0.11% +3,207 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,158 shares; 2019Q1: 9,307 shares; 2019Q2: 9,290 shares; 2019Q3: 8,384 shares; 2019Q4: 11,063 shares 11,063 $585K 0.11% +2,679 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 17,969 shares; 2019Q1: 17,416 shares; 2019Q2: 14,816 shares; 2019Q3: 24,289 shares; 2019Q4: 11,831 shares 11,831 $580K 0.11% -12,458 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,421 shares; 2019Q1: 3,412 shares; 2019Q2: 3,361 shares; 2019Q3: 3,442 shares; 2019Q4: 3,242 shares 3,242 $573K 0.11% -200 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,618 shares; 2019Q1: 4,347 shares; 2019Q2: 4,375 shares; 2019Q3: 4,370 shares; 2019Q4: 4,125 shares 4,125 $568K 0.1% -245 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,840 shares; 2019Q1: 2,954 shares; 2019Q2: 3,058 shares; 2019Q3: 2,995 shares; 2019Q4: 3,128 shares 3,128 $565K 0.1% +133 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,498 shares; 2019Q1: 11,001 shares; 2019Q2: 11,341 shares; 2019Q3: 11,353 shares; 2019Q4: 10,970 shares 10,970 $564K 0.1% -383 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,586 shares; 2019Q1: 8,234 shares; 2019Q2: 9,390 shares; 2019Q3: 10,488 shares; 2019Q4: 9,424 shares 9,424 $546K 0.1% -1,064 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,978 shares; 2019Q1: 7,264 shares; 2019Q2: 5,979 shares; 2019Q3: 5,812 shares; 2019Q4: 4,961 shares 4,961 $544K 0.1% -851 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,253 shares; 2019Q1: 2,840 shares; 2019Q2: 2,356 shares; 2019Q3: 1,469 shares; 2019Q4: 1,670 shares 1,670 $540K 0.1% +201 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 911 shares; 2019Q1: 911 shares; 2019Q2: 911 shares; 2019Q3: 911 shares; 2019Q4: 911 shares 911 $531K 0.1% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,614 shares; 2019Q1: 2,609 shares; 2019Q2: 2,392 shares; 2019Q3: 2,392 shares; 2019Q4: 2,499 shares 2,499 $524K 0.1% +107 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,501 shares; 2019Q1: 2,887 shares; 2019Q2: 2,887 shares; 2019Q3: 2,787 shares; 2019Q4: 3,416 shares 3,416 $523K 0.1% +629 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,147 shares; 2019Q1: 2,642 shares; 2019Q2: 2,627 shares; 2019Q3: 2,164 shares; 2019Q4: 2,932 shares 2,932 $517K 0.1% +768 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 20,903 shares; 2019Q1: 20,903 shares; 2019Q2: 17,403 shares; 2019Q3: 17,403 shares; 2019Q4: 17,403 shares 17,403 $515K 0.09% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 8,639 shares; 2019Q4: 7,471 shares 7,471 $513K 0.09% -1,168 Timeline PIMCO DYNAMIC CR INCOME FD PIMCO DYNAMIC CR INCOME FD More: the full row for PIMCO DYNAMIC CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 20,000 shares; 2019Q4: 20,000 shares 20,000 $504K 0.09% 0 VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,236 shares; 2019Q1: 5,336 shares; 2019Q2: 5,338 shares; 2019Q3: 9,202 shares; 2019Q4: 8,385 shares 8,385 $496K 0.09% -817 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 5,986 shares 5,986 $495K 0.09% new Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 44,049 shares 44,049 $487K 0.09% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,757 shares; 2019Q1: 5,039 shares; 2019Q2: 5,042 shares; 2019Q3: 4,427 shares; 2019Q4: 5,047 shares 5,047 $477K 0.09% +620 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 13,224 shares 13,224 $475K 0.09% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 5,783 shares; 2019Q3: 2,792 shares; 2019Q4: 2,820 shares 2,820 $464K 0.09% +28 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,617 shares; 2019Q4: 1,617 shares 1,617 $460K 0.08% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 2,765 shares; 2019Q3: not reported; 2019Q4: 4,454 shares 4,454 $447K 0.08% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,867 shares; 2019Q1: 4,038 shares; 2019Q2: 4,279 shares; 2019Q3: 18,792 shares; 2019Q4: 6,142 shares 6,142 $447K 0.08% -12,650 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 10,118 shares; 2019Q4: 7,189 shares 7,189 $445K 0.08% -2,929 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 10,642 shares; 2019Q2: 9,975 shares; 2019Q3: 10,372 shares; 2019Q4: 12,254 shares 12,254 $444K 0.08% +1,882 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,586 shares; 2019Q1: 8,629 shares; 2019Q2: 8,650 shares; 2019Q3: 8,585 shares; 2019Q4: 8,597 shares 8,597 $443K 0.08% +12 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 53,987 shares; 2019Q1: 51,691 shares; 2019Q2: 50,153 shares; 2019Q3: 40,801 shares; 2019Q4: 39,514 shares 39,514 $440K 0.08% -1,287 ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,443 shares; 2019Q1: 1,443 shares; 2019Q2: 1,446 shares; 2019Q3: 1,440 shares; 2019Q4: 1,443 shares 1,443 $436K 0.08% +3 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,711 shares; 2019Q1: 1,593 shares; 2019Q2: 1,645 shares; 2019Q3: 1,645 shares; 2019Q4: 1,673 shares 1,673 $420K 0.08% +28 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 8,523 shares 8,523 $418K 0.08% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,500 shares; 2019Q1: 2,500 shares; 2019Q2: 2,787 shares; 2019Q3: not reported; 2019Q4: 2,500 shares 2,500 $414K 0.08% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,461 shares; 2019Q1: 3,461 shares; 2019Q2: 3,161 shares; 2019Q3: 3,161 shares; 2019Q4: 3,312 shares 3,312 $413K 0.08% +151 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 5,174 shares; 2019Q2: 5,174 shares; 2019Q3: 5,174 shares; 2019Q4: 5,174 shares 5,174 $411K 0.08% 0 Timeline IMPMQ IMPAC MTG HLDGS INC COM STK NE More: the full row for IMPAC MTG HLDGS INC COM STK NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 75,300 shares; 2019Q1: 83,340 shares; 2019Q2: 83,340 shares; 2019Q3: 77,420 shares; 2019Q4: 77,420 shares 77,420 $406K 0.07% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 375 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 679 shares 679 $402K 0.07% new Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 17,000 shares; 2019Q1: 17,000 shares; 2019Q2: 17,000 shares; 2019Q3: 15,250 shares; 2019Q4: 15,500 shares 15,500 $402K 0.07% +250 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,650 shares; 2019Q4: 2,508 shares 2,508 $400K 0.07% -142 Timeline HUCK HUCKLEBERRY AI INC More: the full row for HUCKLEBERRY AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 15,100 shares; 2019Q3: 19,050 shares; 2019Q4: 18,350 shares 18,350 $398K 0.07% -700 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,335 shares; 2019Q1: 7,954 shares; 2019Q2: 8,958 shares; 2019Q3: 5,060 shares; 2019Q4: 4,925 shares 4,925 $394K 0.07% -135 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,939 shares; 2019Q1: 3,027 shares; 2019Q2: 4,802 shares; 2019Q3: 2,188 shares; 2019Q4: 2,087 shares 2,087 $393K 0.07% -101 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,881 shares; 2019Q1: 8,762 shares; 2019Q2: 8,962 shares; 2019Q3: not reported; 2019Q4: 8,213 shares 8,213 $385K 0.07% new UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 1,000 shares; 2019Q1: 1,000 shares; 2019Q2: 1,000 shares; 2019Q3: 1,000 shares; 2019Q4: 1,000 shares 1,000 $376K 0.07% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 8,732 shares; 2019Q1: 8,491 shares; 2019Q2: 8,644 shares; 2019Q3: 9,113 shares; 2019Q4: 6,265 shares 6,265 $375K 0.07% -2,848 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 7,597 shares; 2019Q4: 5,992 shares 5,992 $373K 0.07% -1,605 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,839 shares; 2019Q1: 4,855 shares; 2019Q2: 5,582 shares; 2019Q3: 6,598 shares; 2019Q4: 5,802 shares 5,802 $369K 0.07% -796 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,226 shares; 2019Q1: 11,253 shares; 2019Q2: 11,258 shares; 2019Q3: 11,021 shares; 2019Q4: 11,034 shares 11,034 $369K 0.07% +13 Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 180,080 shares; 2019Q1: 180,080 shares; 2019Q2: 180,080 shares; 2019Q3: 30,000 shares; 2019Q4: 30,000 shares 30,000 $369K 0.07% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,666 shares; 2019Q1: 2,666 shares; 2019Q2: 2,666 shares; 2019Q3: not reported; 2019Q4: 2,741 shares 2,741 $356K 0.07% new Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 12,257 shares; 2019Q2: not reported; 2019Q3: 31,472 shares; 2019Q4: 24,506 shares 24,506 $355K 0.07% -6,966 F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 151,021 shares; 2019Q1: 148,850 shares; 2019Q2: 155,567 shares; 2019Q3: 127,002 shares; 2019Q4: 37,773 shares 37,773 $350K 0.06% -89,229 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 13,694 shares; 2019Q1: 12,761 shares; 2019Q2: 11,307 shares; 2019Q3: 11,191 shares; 2019Q4: 9,543 shares 9,543 $350K 0.06% -1,648 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,515 shares; 2019Q1: 3,510 shares; 2019Q2: 3,376 shares; 2019Q3: 4,576 shares; 2019Q4: 4,827 shares 4,827 $349K 0.06% +251 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 27,000 shares; 2019Q1: 27,000 shares; 2019Q2: 27,000 shares; 2019Q3: 27,000 shares; 2019Q4: 27,000 shares 27,000 $348K 0.06% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,900 shares; 2019Q1: 2,876 shares; 2019Q2: 2,745 shares; 2019Q3: 2,534 shares; 2019Q4: 2,338 shares 2,338 $345K 0.06% -196 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,176 shares; 2019Q1: 6,532 shares; 2019Q2: 6,427 shares; 2019Q3: 2,362 shares; 2019Q4: 2,512 shares 2,512 $342K 0.06% +150 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 13,178 shares 13,178 $342K 0.06% new Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,870 shares; 2019Q1: 7,870 shares; 2019Q2: 9,620 shares; 2019Q3: 9,620 shares; 2019Q4: 9,620 shares 9,620 $339K 0.06% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,388 shares; 2019Q1: 2,005 shares; 2019Q2: 2,010 shares; 2019Q3: 5,003 shares; 2019Q4: 2,883 shares 2,883 $335K 0.06% -2,120 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,096 shares; 2019Q1: 4,096 shares; 2019Q2: 4,096 shares; 2019Q3: 4,090 shares; 2019Q4: 4,491 shares 4,491 $330K 0.06% +401 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,869 shares; 2019Q1: 6,956 shares; 2019Q2: 9,663 shares; 2019Q3: 6,696 shares; 2019Q4: 7,273 shares 7,273 $328K 0.06% +577 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 7,217 shares; 2019Q1: 6,105 shares; 2019Q2: 6,325 shares; 2019Q3: 6,275 shares; 2019Q4: 6,448 shares 6,448 $325K 0.06% +173 Timeline PROV PROVIDENT FINL HLDGS INC More: the full row for PROVIDENT FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 14,646 shares; 2019Q1: 14,646 shares; 2019Q2: 14,646 shares; 2019Q3: not reported; 2019Q4: 14,646 shares 14,646 $322K 0.06% new Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 21,000 shares; 2019Q1: 21,000 shares; 2019Q2: 21,000 shares; 2019Q3: 21,000 shares; 2019Q4: 21,000 shares 21,000 $319K 0.06% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,649 shares; 2019Q1: 5,796 shares; 2019Q2: 5,796 shares; 2019Q3: 5,161 shares; 2019Q4: 5,649 shares 5,649 $316K 0.06% +488 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 12,987 shares; 2019Q1: 17,212 shares; 2019Q2: 17,212 shares; 2019Q3: 12,987 shares; 2019Q4: 13,297 shares 13,297 $315K 0.06% +310 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,346 shares; 2019Q1: 8,309 shares; 2019Q2: 9,670 shares; 2019Q3: 6,237 shares; 2019Q4: 5,613 shares 5,613 $314K 0.06% -624 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,611 shares; 2019Q1: 6,524 shares; 2019Q2: 6,524 shares; 2019Q3: not reported; 2019Q4: 3,415 shares 3,415 $312K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,497 shares; 2019Q1: 3,887 shares; 2019Q2: 3,891 shares; 2019Q3: 3,664 shares; 2019Q4: 4,720 shares 4,720 $308K 0.06% +1,056 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 8,033 shares; 2019Q4: 12,014 shares 12,014 $307K 0.06% +3,981 IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,960 shares; 2019Q1: 5,910 shares; 2019Q2: 5,910 shares; 2019Q3: 5,810 shares; 2019Q4: 5,610 shares 5,610 $302K 0.06% -200 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,210 shares; 2019Q1: 3,210 shares; 2019Q2: 3,210 shares; 2019Q3: 3,210 shares; 2019Q4: 3,210 shares 3,210 $302K 0.06% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 1,367 shares; 2019Q2: 1,369 shares; 2019Q3: 1,367 shares; 2019Q4: 1,367 shares 1,367 $300K 0.06% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,786 shares; 2019Q1: 5,985 shares; 2019Q2: 6,733 shares; 2019Q3: 2,120 shares; 2019Q4: 2,252 shares 2,252 $297K 0.05% +132 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 5,720 shares; 2019Q1: 6,117 shares; 2019Q2: 8,078 shares; 2019Q3: 8,766 shares; 2019Q4: 6,443 shares 6,443 $294K 0.05% -2,323 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,035 shares 1,035 $292K 0.05% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 1,370 shares; 2019Q2: 1,324 shares; 2019Q3: 2,194 shares; 2019Q4: 1,701 shares 1,701 $291K 0.05% -493 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,941 shares; 2019Q1: 4,017 shares; 2019Q2: 3,943 shares; 2019Q3: 4,332 shares; 2019Q4: 4,128 shares 4,128 $285K 0.05% -204 Timeline WB WEIBO CORP More: the full row for WEIBO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 6,134 shares 6,134 $284K 0.05% new Timeline LAKELAND BANCORP INC LAKELAND BANCORP INC More: the full row for LAKELAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 16,009 shares; 2019Q2: 16,131 shares; 2019Q3: not reported; 2019Q4: 16,386 shares 16,386 $284K 0.05% new EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,371 shares 1,371 $283K 0.05% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 5,320 shares; 2019Q4: 4,357 shares 4,357 $275K 0.05% -963 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 2,500 shares; 2019Q3: not reported; 2019Q4: 2,500 shares 2,500 $275K 0.05% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 4,412 shares; 2019Q1: 4,382 shares; 2019Q2: 4,663 shares; 2019Q3: 4,674 shares; 2019Q4: 4,686 shares 4,686 $273K 0.05% +12 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 11,925 shares; 2019Q1: 10,412 shares; 2019Q2: 9,061 shares; 2019Q3: 9,242 shares; 2019Q4: 7,670 shares 7,670 $272K 0.05% -1,572 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 10,382 shares 10,382 $270K 0.05% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 10,178 shares 10,178 $266K 0.05% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 2,386 shares; 2019Q2: not reported; 2019Q3: 3,794 shares; 2019Q4: 3,100 shares 3,100 $263K 0.05% -694 Timeline INGERSOLL-RAND PLC INGERSOLL-RAND PLC More: the full row for INGERSOLL-RAND PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 1,915 shares; 2019Q3: 1,845 shares; 2019Q4: 1,930 shares 1,930 $257K 0.05% +85 CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 1,687 shares; 2019Q3: 1,752 shares; 2019Q4: 1,782 shares 1,782 $253K 0.05% +30 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,024 shares; 2019Q4: 598 shares 598 $250K 0.05% -426 Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 25,000 shares; 2019Q1: 25,000 shares; 2019Q2: 25,000 shares; 2019Q3: not reported; 2019Q4: 25,000 shares 25,000 $248K 0.05% new Timeline ISHARES TR IBONDS DEC2023 ISHARES TR IBONDS DEC2023 More: the full row for ISHARES TR IBONDS DEC2023 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 9,486 shares 9,486 $246K 0.05% new VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,426 shares 4,426 $238K 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 2,548 shares; 2019Q2: 2,710 shares; 2019Q3: 2,585 shares; 2019Q4: 2,457 shares 2,457 $232K 0.04% -128 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 2,344 shares; 2019Q1: 1,902 shares; 2019Q2: 2,454 shares; 2019Q3: not reported; 2019Q4: 1,468 shares 1,468 $225K 0.04% new Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 6,292 shares; 2019Q1: 6,292 shares; 2019Q2: 6,292 shares; 2019Q3: 4,979 shares; 2019Q4: 4,979 shares 4,979 $225K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 7,625 shares; 2019Q2: 8,431 shares; 2019Q3: 9,190 shares; 2019Q4: 2,630 shares 2,630 $224K 0.04% -6,560 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 1,129 shares; 2019Q3: 1,132 shares; 2019Q4: 1,133 shares 1,133 $224K 0.04% +1 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 10,000 shares; 2019Q4: 19,600 shares 19,600 $224K 0.04% +9,600 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,890 shares; 2019Q1: 3,907 shares; 2019Q2: 3,933 shares; 2019Q3: 3,958 shares; 2019Q4: 3,981 shares 3,981 $221K 0.04% +23 Timeline FIAT CHRYSLER AUTOMOBILES N FIAT CHRYSLER AUTOMOBILES N More: the full row for FIAT CHRYSLER AUTOMOBILES N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 15,000 shares; 2019Q1: 15,000 shares; 2019Q2: 15,000 shares; 2019Q3: not reported; 2019Q4: 15,000 shares 15,000 $220K 0.04% new SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,688 shares 4,688 $218K 0.04% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 5,194 shares 5,194 $218K 0.04% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 745 shares; 2019Q1: 745 shares; 2019Q2: 745 shares; 2019Q3: 745 shares; 2019Q4: 496 shares 496 $218K 0.04% -249 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 3,584 shares 3,584 $216K 0.04% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 3,647 shares; 2019Q3: 4,503 shares; 2019Q4: 3,323 shares 3,323 $214K 0.04% -1,180 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,279 shares 1,279 $213K 0.04% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 3,692 shares; 2019Q1: 3,751 shares; 2019Q2: 4,358 shares; 2019Q3: 1,918 shares; 2019Q4: 1,771 shares 1,771 $212K 0.04% -147 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,985 shares; 2019Q4: 1,809 shares 1,809 $211K 0.04% -176 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 14,315 shares; 2019Q2: 14,325 shares; 2019Q3: not reported; 2019Q4: 7,488 shares 7,488 $211K 0.04% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 2,813 shares 2,813 $209K 0.04% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 711 shares 711 $209K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,197 shares 1,197 $208K 0.04% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 5,236 shares 5,236 $208K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 4,244 shares; 2019Q2: 4,261 shares; 2019Q3: 5,885 shares; 2019Q4: 4,119 shares 4,119 $205K 0.04% -1,766 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,492 shares; 2019Q4: 2,401 shares 2,401 $201K 0.04% -91 Timeline UNILEVER N V UNILEVER N V More: the full row for UNILEVER N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 8,869 shares; 2019Q2: 8,869 shares; 2019Q3: 3,691 shares; 2019Q4: 3,500 shares 3,500 $201K 0.04% -191 XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 7,042 shares; 2019Q4: 3,157 shares 3,157 $200K 0.04% -3,885 Timeline FS KKR CAPITAL CORP FS KKR CAPITAL CORP More: the full row for FS KKR CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 100,192 shares; 2019Q1: 42,605 shares; 2019Q2: 41,882 shares; 2019Q3: 41,971 shares; 2019Q4: 31,882 shares 31,882 $195K 0.04% -10,089 INVESTORS BANCORP, INC. INVESTORS BANCORP, INC. More: the full row for INVESTORS BANCORP, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 14,000 shares; 2019Q4: 14,000 shares 14,000 $167K 0.03% 0 SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 12,490 shares; 2019Q4: 11,046 shares 11,046 $79K 0.01% -1,444 AURORA CANNABIS INC AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: 11,614 shares; 2019Q2: 11,614 shares; 2019Q3: not reported; 2019Q4: 17,314 shares 17,314 $37K 0.01% new ALKALINE WTR CO INC ALKALINE WTR CO INC More: the full row for ALKALINE WTR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 23,474 shares; 2019Q4: 23,474 shares 23,474 $30K 0.01% 0 OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 40,489 shares; 2019Q4: 40,489 shares 40,489 $28K 0.01% 0 Timeline HEXO CORP HEXO CORP More: the full row for HEXO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 11,883 shares; 2019Q4: 14,852 shares 14,852 $24K <0.01% +2,969 HC2 HLDGS INC HC2 HLDGS INC More: the full row for HC2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q1: restricted; 2018Q2: not loaded; 2018Q3: not loaded; 2018Q4: 10,000 shares; 2019Q1: 10,000 shares; 2019Q2: 10,000 shares; 2019Q3: 10,300 shares; 2019Q4: 10,300 shares 10,300 $23K <0.01% 0