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Disclosery

Kiely Wealth Advisory Group, Inc.

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13F filer, CIK 2005660, OAK RIDGE, NC

Kiely Wealth Advisory Group, Inc. reported $172,920,904 across 267 holdings for the quarter ended 2023-12-31, in a 13F-HR filed 2024-02-09. Its ten largest share positions make up 87.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002005660-24-000001

Period
2023-12-31
Reported value
$173M
Holdings
267
Top 10 weight
87.86%
New
Sold out

Holdings, Q4 2023

Share positions as resolved from 13F-HR 0002005660-24-000001, largest first. % of portfolio is the value over $172,920,904, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,630,973 shares 1,630,973$81.9M47.37%Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 436,392 shares 436,392$22.1M12.79%Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 126,410 shares 126,410$20M11.55%Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 50,776 shares 50,776$11.8M6.8%Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 61,499 shares 61,499$4.89M2.83%Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,644 shares 9,644$4.33M2.51%Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,833 shares 5,833$2.36M1.37%Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,820 shares 10,820$1.83M1.06%Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,012 shares 4,012$1.71M0.99%Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,356 shares 7,356$1.06M0.61%Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,020 shares 5,020$798K0.46%Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,004 shares 2,004$770K0.45%Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 13,601 shares 13,601$765K0.44%Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,626 shares 4,626$617K0.36%Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 190 shares 190$526K0.3%Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,002 shares 3,002$501K0.29%Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,267 shares 2,267$497K0.29%Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,556 shares 1,556$483K0.28%Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,353 shares 2,353$458K0.26%Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,535 shares 2,535$439K0.25%Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,300 shares 3,300$389K0.22%Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,340 shares 2,340$360K0.21%Timeline
BLACKROCK INCBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 450 shares 450$356K0.21%
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,063 shares 2,063$356K0.21%Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,320 shares 2,320$353K0.2%Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,577 shares 3,577$344K0.2%Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,326 shares 5,326$343K0.2%Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,530 shares 1,530$324K0.19%Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,755 shares 1,755$317K0.18%Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,693 shares 2,693$315K0.18%Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,992 shares 5,992$314K0.18%Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,500 shares 1,500$309K0.18%Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,651 shares 1,651$295K0.17%Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,733 shares 1,733$277K0.16%Timeline
BLKBBLACKBAUD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,171 shares 3,171$267K0.15%Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 418 shares 418$264K0.15%Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 840 shares 840$263K0.15%Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 531 shares 531$260K0.15%Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,610 shares 1,610$251K0.15%Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,438 shares 2,438$250K0.14%Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 700 shares 700$248K0.14%Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,450 shares 5,450$243K0.14%Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,088 shares 4,088$227K0.13%Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,490 shares 1,490$226K0.13%Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,847 shares 2,847$213K0.12%Timeline
TMPTOMPKINS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,923 shares 3,923$209K0.12%Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,081 shares 5,081$194K0.11%Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,906 shares 1,906$191K0.11%Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,955 shares 1,955$187K0.11%Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 650 shares 650$185K0.11%Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,500 shares 1,500$173K0.1%Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,495 shares 1,495$161K0.09%Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 933 shares 933$152K0.09%Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,000 shares 1,000$151K0.09%Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,052 shares 1,052$150K0.09%Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 751 shares 751$148K0.09%Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 466 shares 466$147K0.09%Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 753 shares 753$142K0.08%Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,426 shares 3,426$138K0.08%Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 251 shares 251$128K0.07%Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 800 shares 800$127K0.07%Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,795 shares 2,795$124K0.07%Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 600 shares 600$123K0.07%Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 494 shares 494$120K0.07%Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 990 shares 990$114K0.07%Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 471 shares 471$114K0.07%Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,179 shares 1,179$112K0.06%Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 634 shares 634$111K0.06%Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 289 shares 289$110K0.06%Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,992 shares 3,992$109K0.06%Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,888 shares 1,888$105K0.06%Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,020 shares 1,020$102K0.06%Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 905 shares 905$96.3K0.06%Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 832 shares 832$88.9K0.05%Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 405 shares 405$85.3K0.05%Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 818 shares 818$83.5K0.05%Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,955 shares 1,955$82.9K0.05%Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 160 shares 160$79.6K0.05%Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,709 shares 1,709$78.7K0.05%Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 436 shares 436$77.9K0.05%Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,214 shares 1,214$76.3K0.04%Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 813 shares 813$75.3K0.04%Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 275 shares 275$74K0.04%Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 247 shares 247$72.7K0.04%Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 267 shares 267$72.5K0.04%Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,257 shares 1,257$72.4K0.04%Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 600 shares 600$72.4K0.04%Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 444 shares 444$66K0.04%Timeline
PTNQPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 921 shares 921$61.6K0.04%Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 247 shares 247$60.6K0.04%Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares 200$60.5K0.04%Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 976 shares 976$60.2K0.03%Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 87 shares 87$59.5K0.03%Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,430 shares 1,430$55.7K0.03%Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 916 shares 916$53.5K0.03%Timeline
PTEUPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,140 shares 2,140$53.3K0.03%Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 134 shares 134$53K0.03%Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,042 shares 3,042$52.8K0.03%Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 577 shares 577$52.7K0.03%Timeline
PTMCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,476 shares 1,476$48.4K0.03%Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 171 shares 171$47.3K0.03%Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,690 shares 1,690$46.4K0.03%Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares 200$45.3K0.03%Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,351 shares 1,351$45.3K0.03%Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 270 shares 270$44.7K0.03%Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 239 shares 239$44.3K0.03%Timeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 730 shares 730$40.8K0.02%Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 210 shares 210$37.9K0.02%Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,050 shares 1,050$36.8K0.02%Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares 200$34.1K0.02%Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 800 shares 800$33.9K0.02%Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 280 shares 280$33.6K0.02%Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55 shares 55$33.5K0.02%Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares 400$33.3K0.02%Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 308 shares 308$32.4K0.02%Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 387 shares 387$31.9K0.02%Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 539 shares 539$31.9K0.02%Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 839 shares 839$30.9K0.02%Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 816 shares 816$30.8K0.02%Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 475 shares 475$28.3K0.02%Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 128 shares 128$28.1K0.02%Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 56 shares 56$27.5K0.02%Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 44 shares 44$27.4K0.02%Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 83 shares 83$26.9K0.02%Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares 400$26.9K0.02%Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 391 shares 391$25.4K0.01%Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares 100$25.2K0.01%Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 725 shares 725$24.2K0.01%Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 278 shares 278$23.3K0.01%Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 42 shares 42$23.2K0.01%Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 96 shares 96$22.9K0.01%Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 369 shares 369$22.6K0.01%Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18 shares 18$22.4K0.01%Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 479 shares 479$21.9K0.01%Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 53 shares 53$21.4K0.01%Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 390 shares 390$21.3K0.01%Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 166 shares 166$20.3K0.01%Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 174 shares 174$18.6K0.01%Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares 200$18.1K0.01%Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28 shares 28$18.1K0.01%Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 240 shares 240$17.6K0.01%Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40 shares 40$17.5K0.01%Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 500 shares 500$17.4K0.01%Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares 200$17.2K0.01%Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 344 shares 344$17.1K0.01%Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 500 shares 500$16.7K0.01%Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 415 shares 415$16.7K0.01%Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 85 shares 85$16.3K0.01%Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 141 shares 141$15.4K0.01%Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 67 shares 67$15.4K0.01%Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares 75$13.9K0.01%Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 262 shares 262$12.4K0.01%Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 262 shares 262$12.2K0.01%Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 379 shares 379$12.1K0.01%Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 452 shares 452$12.1K0.01%Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 82 shares 82$11.9K0.01%Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 149 shares 149$11.7K0.01%Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 300 shares 300$11.6K0.01%Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 37 shares 37$11.5K0.01%Timeline
LGIHLGI HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 95 shares 95$11.3K0.01%Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 30 shares 30$11.2K0.01%Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares 200$11.2K0.01%Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 53 shares 53$11.1K0.01%Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 45 shares 45$11K0.01%Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 130 shares 130$10.7K0.01%Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 194 shares 194$10.6K0.01%Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 120 shares 120$10.5K0.01%Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 216 shares 216$10.5K0.01%Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 22 shares 22$10.2K0.01%Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 393 shares 393$10K0.01%Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares 200$10K0.01%Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 88 shares 88$9.79K0.01%Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25 shares 25$9.48K0.01%Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 35 shares 35$9.44K0.01%Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 283 shares 283$9.42K0.01%Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 95 shares 95$9.17K0.01%Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 27 shares 27$9.08K0.01%
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares 100$8.91K0.01%Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 130 shares 130$8.32K<0.01%Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40 shares 40$8.26K<0.01%Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 51 shares 51$8.12K<0.01%Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 143 shares 143$7.9K<0.01%Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares 100$7.88K<0.01%Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 92 shares 92$7.84K<0.01%Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares 400$7.78K<0.01%Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 735 shares 735$7.77K<0.01%Timeline
ESNTESSENT GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 132 shares 132$7.34K<0.01%Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 99 shares 99$6.87K<0.01%Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 197 shares 197$6.7K<0.01%Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 150 shares 150$6.63K<0.01%Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80 shares 80$6.59K<0.01%Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 77 shares 77$6.01K<0.01%Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 73 shares 73$5.95K<0.01%Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24 shares 24$5.88K<0.01%Timeline
MFMABERDEEN MUN INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,129 shares 1,129$5.87K<0.01%Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 71 shares 71$5.68K<0.01%Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares 75$5.65K<0.01%Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20 shares 20$5.55K<0.01%Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 72 shares 72$5.29K<0.01%Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares 75$5.29K<0.01%Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40 shares 40$5.29K<0.01%Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 67 shares 67$5.23K<0.01%Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11 shares 11$5.19K<0.01%Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares 75$5.18K<0.01%Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 23 shares 23$5.01K<0.01%Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24 shares 24$4.99K<0.01%Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 77 shares 77$4.85K<0.01%Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares 75$4.81K<0.01%Timeline
TE CONNECTIVITY LTDTE CONNECTIVITY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33 shares 33$4.76K<0.01%
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 96 shares 96$4.71K<0.01%Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54 shares 54$4.57K<0.01%Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3 shares 3$4.4K<0.01%Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33 shares 33$4.38K<0.01%Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17 shares 17$4.1K<0.01%Timeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 460 shares 460$4.05K<0.01%Timeline
QIAGEN NVQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 90 shares 90$4K<0.01%
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares 100$3.99K<0.01%Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 45 shares 45$3.98K<0.01%Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 21 shares 21$3.92K<0.01%Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54 shares 54$3.84K<0.01%Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17 shares 17$3.71K<0.01%Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6 shares 6$3.57K<0.01%Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1 shares 1$3.53K<0.01%Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33 shares 33$3.5K<0.01%
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 31 shares 31$3.48K<0.01%Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32 shares 32$3.4K<0.01%Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10 shares 10$3.37K<0.01%Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8 shares 8$3.37K<0.01%Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32 shares 32$3.34K<0.01%Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36 shares 36$3.24K<0.01%Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19 shares 19$3.22K<0.01%Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 43 shares 43$3.21K<0.01%Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 43 shares 43$3.05K<0.01%Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 53 shares 53$2.99K<0.01%Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80 shares 80$2.87K<0.01%Timeline
PCHPOTLATCHDELTIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 58 shares 58$2.67K<0.01%Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 38 shares 38$2.51K<0.01%Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 32 shares 32$2.48K<0.01%Timeline
COLMCOLUMBIA SPORTSWEAR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 31 shares 31$2.48K<0.01%Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4 shares 4$2.29K<0.01%Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17 shares 17$2.21K<0.01%Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12 shares 12$2.19K<0.01%Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 27 shares 27$2.16K<0.01%Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60 shares 60$2.15K<0.01%Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7 shares 7$2.09K<0.01%Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 95 shares 95$2.04K<0.01%Timeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15 shares 15$1.9K<0.01%Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 90 shares 90$1.8K<0.01%Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 151 shares 151$1.8K<0.01%Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14 shares 14$1.58K<0.01%Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11 shares 11$1.49K<0.01%Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40 shares 40$1.46K<0.01%Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6 shares 6$1.43K<0.01%Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 103 shares 103$1.43K<0.01%
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares 100$1.39K<0.01%Timeline
SBHSALLY BEAUTY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 110 shares 110$1.36K<0.01%Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 13 shares 13$1.32K<0.01%Timeline
NIKOLA CORPNIKOLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,700 shares 1,700$1.26K<0.01%
PHKPIMCO HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 160 shares 160$778<0.01%Timeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11 shares 11$720<0.01%Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18 shares 18$637<0.01%Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17 shares 17$592<0.01%Timeline
AVID BIOSERVICES INCAVID BIOSERVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 29 shares 29$206<0.01%
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1 shares 1$87<0.01%Timeline
INGNINOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 13 shares 13$75<0.01%Timeline
ANIPANI PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1 shares 1$55<0.01%Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not loaded; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 89 shares 89$00%Value filed as zero, left out of ratios.Timeline

How Q4 2023 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002005660-24-000001 base2024-02-09acceptance time not in the bulk data set