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Live Your Vision, LLC

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13F filer, CIK 1484721, WEST CONSHOHOCKEN, PA

Live Your Vision, LLC reported $329,625,000 across 288 holdings for the quarter ended 2019-03-31, in a 13F-HR filed 2019-04-25. Its ten largest share positions make up 63.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001484721-19-000004

Period
2019-03-31
Reported value
$330M
Holdings
288
Top 10 weight
63.94%
New
33
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHXadded+232,122$16.3M
SCHOadded+219,709$11M
DGRWadded+37,581$1.67M
IVWadded+7,853$1.4M
SHMadded+18,181$880K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHZreduced-120,101-$6.19M
SCHFreduced-173,649-$5.6M
SCHVreduced-67,309-$3.79M
VTEBreduced-67,432-$3.51M
Direxion All Cap Insider Se…reduced-55,624-$2.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2019

Share positions as resolved from 13F-HR 0001484721-19-000004, largest first. % of portfolio is the value over $329,625,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 465,293 shares; 2017Q3: 479,696 shares; 2017Q4: 707,730 shares; 2018Q1: 727,309 shares; 2018Q2: 702,769 shares; 2018Q3: 720,442 shares; 2018Q4: 1,004,249 shares; 2019Q1: 884,148 shares 884,148$45.5M13.81%-120,101Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 918,570 shares; 2017Q3: 931,712 shares; 2017Q4: 979,914 shares; 2018Q1: 961,064 shares; 2018Q2: 990,394 shares; 2018Q3: 1,027,725 shares; 2018Q4: 1,012,477 shares; 2019Q1: 990,115 shares 990,115$26.6M8.08%-22,362Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,000,253 shares; 2017Q3: 1,006,388 shares; 2017Q4: 1,069,929 shares; 2018Q1: 1,071,149 shares; 2018Q2: 1,090,091 shares; 2018Q3: 1,123,216 shares; 2018Q4: 994,262 shares; 2019Q1: 820,613 shares 820,613$26.4M8.02%-173,649Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 107,741 shares; 2017Q3: 107,570 shares; 2017Q4: 101,566 shares; 2018Q1: 99,588 shares; 2018Q2: 99,814 shares; 2018Q3: 99,480 shares; 2018Q4: 100,898 shares; 2019Q1: 108,751 shares 108,751$19.4M5.87%+7,853Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 98,292 shares; 2017Q3: 92,058 shares; 2017Q4: 89,455 shares; 2018Q1: 340,412 shares; 2018Q2: 680,772 shares; 2018Q3: 703,473 shares; 2018Q4: 634,880 shares; 2019Q1: 624,825 shares 624,825$19.2M5.82%-10,055Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 28,734 shares; 2017Q3: 27,662 shares; 2017Q4: 16,018 shares; 2018Q1: 17,070 shares; 2018Q2: 19,054 shares; 2018Q3: 19,662 shares; 2018Q4: 26,254 shares; 2019Q1: 258,376 shares 258,376$18.1M5.49%+232,122Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 348,613 shares; 2017Q3: 354,985 shares; 2017Q4: 338,810 shares; 2018Q1: 336,815 shares; 2018Q2: 342,455 shares; 2018Q3: 346,429 shares; 2018Q4: 358,922 shares; 2019Q1: 396,503 shares 396,503$17.6M5.35%+37,581Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 418,927 shares; 2018Q3: 425,326 shares; 2018Q4: 424,635 shares; 2019Q1: 424,852 shares 424,852$14.1M4.28%+217Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: 32,055 shares; 2017Q4: 31,117 shares; 2018Q1: 32,153 shares; 2018Q2: 30,718 shares; 2018Q3: 31,576 shares; 2018Q4: 41,144 shares; 2019Q1: 260,853 shares 260,853$13.1M3.96%+219,709Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 269,831 shares; 2017Q3: 274,441 shares; 2017Q4: 245,682 shares; 2018Q1: 244,971 shares; 2018Q2: 249,589 shares; 2018Q3: 253,034 shares; 2018Q4: 257,784 shares; 2019Q1: 190,475 shares 190,475$10.7M3.26%-67,309Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 95,105 shares; 2017Q3: 96,242 shares; 2017Q4: 96,282 shares; 2018Q1: 95,729 shares; 2018Q2: 98,108 shares; 2018Q3: 101,617 shares; 2018Q4: 108,072 shares; 2019Q1: 116,487 shares 116,487$9.63M2.92%+8,415Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 127 shares; 2017Q3: 22 shares; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 228,141 shares; 2019Q1: 160,709 shares 160,709$8.36M2.54%-67,432Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 76,151 shares; 2017Q3: 75,550 shares; 2017Q4: 70,495 shares; 2018Q1: 73,481 shares; 2018Q2: 76,802 shares; 2018Q3: 77,506 shares; 2018Q4: 76,826 shares; 2019Q1: 77,048 shares 77,048$7.46M2.26%+222Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 120,633 shares; 2017Q3: 123,621 shares; 2017Q4: 88,735 shares; 2018Q1: 144,852 shares; 2018Q2: 135,609 shares; 2018Q3: 140,218 shares; 2018Q4: 91,348 shares; 2019Q1: 109,529 shares 109,529$5.3M1.61%+18,181Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 162,030 shares; 2017Q3: 166,440 shares; 2017Q4: 145,765 shares; 2018Q1: 148,536 shares; 2018Q2: 149,261 shares; 2018Q3: 150,892 shares; 2018Q4: 63,763 shares; 2019Q1: 64,228 shares 64,228$5.11M1.55%+465Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 2,890 shares; 2017Q3: 2,890 shares; 2017Q4: 2,890 shares; 2018Q1: 2,890 shares; 2018Q2: 2,890 shares; 2018Q3: 2,890 shares; 2018Q4: 145,345 shares; 2019Q1: 175,336 shares 175,336$4.99M1.51%+29,991Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: 33,262 shares; 2017Q4: 34,964 shares; 2018Q1: 36,170 shares; 2018Q2: 35,788 shares; 2018Q3: 35,973 shares; 2018Q4: 43,946 shares; 2019Q1: 45,428 shares 45,428$4.99M1.51%+1,482Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 77,986 shares; 2017Q3: 77,415 shares; 2017Q4: 65,002 shares; 2018Q1: 65,221 shares; 2018Q2: 66,420 shares; 2018Q3: 71,043 shares; 2018Q4: 72,071 shares; 2019Q1: 78,023 shares 78,023$4.26M1.29%+5,952Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 292,219 shares; 2018Q3: 300,897 shares; 2018Q4: 226,219 shares; 2019Q1: 237,774 shares 237,774$4.05M1.23%+11,555Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 50,899 shares; 2017Q3: 51,040 shares; 2017Q4: 50,642 shares; 2018Q1: 46,866 shares; 2018Q2: 48,357 shares; 2018Q3: 52,453 shares; 2018Q4: 52,450 shares; 2019Q1: 53,873 shares 53,873$4.02M1.22%+1,423Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 111,479 shares; 2017Q3: 110,392 shares; 2017Q4: 143,920 shares; 2018Q1: 128,874 shares; 2018Q2: 117,211 shares; 2018Q3: 112,036 shares; 2018Q4: 106,580 shares; 2019Q1: 107,186 shares 107,186$3.72M1.13%+606Timeline
JP MORGAN CHASE & COJP MORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 116,527 shares; 2017Q3: 119,621 shares; 2017Q4: 119,036 shares; 2018Q1: 123,769 shares; 2018Q2: 126,128 shares; 2018Q3: 127,872 shares; 2018Q4: 126,451 shares; 2019Q1: 135,514 shares 135,514$3.46M1.05%+9,063
Direxion All Cap Insider Se…Direxion All Cap Insider SentiQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 161,999 shares; 2017Q3: 160,710 shares; 2017Q4: 164,669 shares; 2018Q1: 166,784 shares; 2018Q2: 170,097 shares; 2018Q3: 174,273 shares; 2018Q4: 141,115 shares; 2019Q1: 85,491 shares 85,491$3.39M1.03%-55,624
CORPPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 68,882 shares; 2017Q3: 71,704 shares; 2017Q4: 76,916 shares; 2018Q1: 78,761 shares; 2018Q2: 33,823 shares; 2018Q3: 35,475 shares; 2018Q4: 30,127 shares; 2019Q1: 29,991 shares 29,991$3.1M0.94%-136Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 124,363 shares; 2017Q3: 129,760 shares; 2017Q4: 141,564 shares; 2018Q1: 147,890 shares; 2018Q2: 150,886 shares; 2018Q3: 155,995 shares; 2018Q4: 113,242 shares; 2019Q1: 93,893 shares 93,893$3M0.91%-19,349Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 68,713 shares; 2017Q3: 71,510 shares; 2017Q4: 99,312 shares; 2018Q1: 107,536 shares; 2018Q2: 104,115 shares; 2018Q3: 110,051 shares; 2018Q4: 32,829 shares; 2019Q1: 24,533 shares 24,533$2.72M0.83%-8,296Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 32,253 shares; 2017Q3: 32,293 shares; 2017Q4: 22,302 shares; 2018Q1: 19,431 shares; 2018Q2: 19,335 shares; 2018Q3: 19,368 shares; 2018Q4: 43,628 shares; 2019Q1: 46,669 shares 46,669$2.68M0.81%+3,041Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 102,422 shares; 2017Q3: 104,256 shares; 2017Q4: 65,254 shares; 2018Q1: 62,637 shares; 2018Q2: 66,803 shares; 2018Q3: 69,164 shares; 2018Q4: 73,660 shares; 2019Q1: 71,179 shares 71,179$2.61M0.79%-2,481Timeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 44,929 shares; 2017Q3: 48,421 shares; 2017Q4: 57,037 shares; 2018Q1: 60,557 shares; 2018Q2: 34,676 shares; 2018Q3: 35,442 shares; 2018Q4: 35,273 shares; 2019Q1: 37,396 shares 37,396$1.84M0.56%+2,123Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 3,830 shares; 2018Q3: 3,752 shares; 2018Q4: 3,386 shares; 2019Q1: 7,764 shares 7,764$1.48M0.45%+4,378Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 66,705 shares; 2018Q3: 74,591 shares; 2018Q4: 50,285 shares; 2019Q1: 66,116 shares 66,116$1.39M0.42%+15,831
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 27,028 shares; 2017Q3: 29,837 shares; 2017Q4: 35,600 shares; 2018Q1: 37,204 shares; 2018Q2: 42,319 shares; 2018Q3: 45,410 shares; 2018Q4: 55,785 shares; 2019Q1: 40,689 shares 40,689$1.31M0.4%-15,096Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 6,395 shares; 2017Q3: 6,395 shares; 2017Q4: 6,394 shares; 2018Q1: 1,974 shares; 2018Q2: 1,974 shares; 2018Q3: 1,974 shares; 2018Q4: 35,155 shares; 2019Q1: 38,045 shares 38,045$1.26M0.38%+2,890Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 12,934 shares; 2017Q3: 12,821 shares; 2017Q4: 37,572 shares; 2018Q1: 37,656 shares; 2018Q2: 38,428 shares; 2018Q3: 40,854 shares; 2018Q4: 40,853 shares; 2019Q1: 43,665 shares 43,665$1.23M0.37%+2,812Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 15,951 shares; 2018Q3: 16,967 shares; 2018Q4: 20,117 shares; 2019Q1: 20,013 shares 20,013$1.17M0.35%-104Timeline
COMTISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 38,002 shares; 2019Q1: 32,256 shares 32,256$1.09M0.33%-5,746Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 7,933 shares; 2017Q3: 7,934 shares; 2017Q4: 5,874 shares; 2018Q1: 4,062 shares; 2018Q2: 4,272 shares; 2018Q3: 4,421 shares; 2018Q4: 4,422 shares; 2019Q1: 4,476 shares 4,476$928K0.28%+54Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 26,104 shares; 2017Q3: 25,239 shares; 2017Q4: 22,398 shares; 2018Q1: 22,243 shares; 2018Q2: 21,506 shares; 2018Q3: 21,786 shares; 2018Q4: 21,356 shares; 2019Q1: 17,085 shares 17,085$921K0.28%-4,271Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 73,788 shares; 2018Q3: 74,496 shares; 2018Q4: 31,845 shares; 2019Q1: 32,772 shares 32,772$913K0.28%+927Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 9,823 shares; 2017Q3: 8,525 shares; 2017Q4: 8,534 shares; 2018Q1: 7,429 shares; 2018Q2: 7,778 shares; 2018Q3: 7,894 shares; 2018Q4: 8,692 shares; 2019Q1: 11,836 shares 11,836$854K0.26%+3,144Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 12,505 shares; 2017Q3: 12,607 shares; 2017Q4: 6,705 shares; 2018Q1: 7,101 shares; 2018Q2: 7,117 shares; 2018Q3: 7,466 shares; 2018Q4: 9,302 shares; 2019Q1: 11,775 shares 11,775$829K0.25%+2,473Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 6,165 shares; 2017Q3: 6,165 shares; 2017Q4: 6,165 shares; 2018Q1: 6,457 shares; 2018Q2: 6,457 shares; 2018Q3: 6,457 shares; 2018Q4: 6,457 shares; 2019Q1: 6,457 shares 6,457$756K0.23%0Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 89,823 shares; 2017Q3: 93,640 shares; 2017Q4: 30,098 shares; 2018Q1: 30,322 shares; 2018Q2: 30,848 shares; 2018Q3: 32,176 shares; 2018Q4: 29,217 shares; 2019Q1: 19,553 shares 19,553$729K0.22%-9,664Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 3,935 shares; 2017Q3: 3,911 shares; 2017Q4: 3,277 shares; 2018Q1: 3,268 shares; 2018Q2: 3,239 shares; 2018Q3: 3,144 shares; 2018Q4: 8,210 shares; 2019Q1: 8,935 shares 8,935$720K0.22%+725Timeline
IFLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 26,030 shares; 2018Q3: 29,033 shares; 2018Q4: 35,302 shares; 2019Q1: 37,399 shares 37,399$702K0.21%+2,097Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 11,482 shares; 2017Q3: 12,438 shares; 2017Q4: 14,676 shares; 2018Q1: 14,725 shares; 2018Q2: 16,470 shares; 2018Q3: 17,872 shares; 2018Q4: 19,705 shares; 2019Q1: 10,042 shares 10,042$679K0.21%-9,663Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 10,627 shares; 2017Q3: 10,639 shares; 2017Q4: 10,385 shares; 2018Q1: 4,074 shares; 2018Q2: 5,286 shares; 2018Q3: 7,487 shares; 2018Q4: 7,252 shares; 2019Q1: 7,517 shares 7,517$626K0.19%+265Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 1 shares; 2018Q3: 11 shares; 2018Q4: 111 shares; 2019Q1: 484 shares 484$614K0.19%+373Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,145 shares; 2017Q3: 1,132 shares; 2017Q4: 8,532 shares; 2018Q1: 7,032 shares; 2018Q2: 4,621 shares; 2018Q3: 4,532 shares; 2018Q4: 1,822 shares; 2019Q1: 11,479 shares 11,479$584K0.18%+9,657Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 9,364 shares; 2017Q3: 9,364 shares; 2017Q4: 9,364 shares; 2018Q1: 9,608 shares; 2018Q2: 9,608 shares; 2018Q3: 9,608 shares; 2018Q4: 9,768 shares; 2019Q1: 9,848 shares 9,848$583K0.18%+80Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,929 shares; 2017Q3: 1,929 shares; 2017Q4: 1,927 shares; 2018Q1: 1,927 shares; 2018Q2: 1,927 shares; 2018Q3: 1,927 shares; 2018Q4: 1,924 shares; 2019Q1: 1,954 shares 1,954$572K0.17%+30Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 3,275 shares; 2018Q3: 3,457 shares; 2018Q4: 4,111 shares; 2019Q1: 4,260 shares 4,260$563K0.17%+149Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 3,633 shares; 2017Q3: 3,557 shares; 2017Q4: 3,560 shares; 2018Q1: 2,865 shares; 2018Q2: 3,142 shares; 2018Q3: 3,863 shares; 2018Q4: 3,459 shares; 2019Q1: 14,049 shares 14,049$553K0.17%+10,590Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 14,264 shares; 2017Q3: 14,245 shares; 2017Q4: 18,714 shares; 2018Q1: 19,871 shares; 2018Q2: 5,293 shares; 2018Q3: 7,017 shares; 2018Q4: 9,038 shares; 2019Q1: 9,596 shares 9,596$512K0.16%+558Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 10 shares; 2018Q4: 110 shares; 2019Q1: 364 shares 364$460K0.14%+254Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 2,738 shares; 2019Q1: 2,596 shares 2,596$399K0.12%-142Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 7,500 shares; 2017Q3: 7,500 shares; 2017Q4: 7,500 shares; 2018Q1: 7,500 shares; 2018Q2: 8,200 shares; 2018Q3: 7,597 shares; 2018Q4: 7,500 shares; 2019Q1: 7,597 shares 7,597$366K0.11%+97Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 7,841 shares; 2017Q3: 7,644 shares; 2017Q4: 6,527 shares; 2018Q1: 8,328 shares; 2018Q2: 8,671 shares; 2018Q3: 8,775 shares; 2018Q4: 8,433 shares; 2019Q1: 6,012 shares 6,012$344K0.1%-2,421Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 4,035 shares; 2017Q3: 4,035 shares; 2017Q4: 4,035 shares; 2018Q1: 4,035 shares; 2018Q2: 4,035 shares; 2018Q3: 4,035 shares; 2018Q4: 4,035 shares; 2019Q1: 4,035 shares 4,035$343K0.1%0Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 4,249 shares; 2017Q3: 4,249 shares; 2017Q4: 4,249 shares; 2018Q1: 4,249 shares; 2018Q2: 4,249 shares; 2018Q3: 4,249 shares; 2018Q4: 4,249 shares; 2019Q1: 4,249 shares 4,249$340K0.1%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 4,301 shares; 2017Q3: 4,301 shares; 2017Q4: 4,166 shares; 2018Q1: 4,166 shares; 2018Q2: 5,166 shares; 2018Q3: 5,657 shares; 2018Q4: 5,166 shares; 2019Q1: 5,555 shares 5,555$317K0.1%+389Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 11,939 shares; 2017Q3: 11,937 shares; 2017Q4: 12,498 shares; 2018Q1: 5,468 shares; 2018Q2: 5,092 shares; 2018Q3: 5,036 shares; 2018Q4: 4,166 shares; 2019Q1: 3,572 shares 3,572$306K0.09%-594Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 908 shares; 2017Q3: 910 shares; 2017Q4: 911 shares; 2018Q1: 861 shares; 2018Q2: 1,363 shares; 2018Q3: 2,627 shares; 2018Q4: 2,607 shares; 2019Q1: 1,828 shares 1,828$255K0.08%-779Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,117 shares; 2017Q3: 1,117 shares; 2017Q4: 1,117 shares; 2018Q1: 1,117 shares; 2018Q2: 1,117 shares; 2018Q3: 1,117 shares; 2018Q4: 1,117 shares; 2019Q1: 1,107 shares 1,107$249K0.08%-10Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,448 shares; 2017Q3: 1,448 shares; 2017Q4: 1,448 shares; 2018Q1: 1,448 shares; 2018Q2: 1,448 shares; 2018Q3: 1,448 shares; 2018Q4: 1,448 shares; 2019Q1: 1,448 shares 1,448$238K0.07%0Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 684 shares; 2017Q3: 684 shares; 2017Q4: 684 shares; 2018Q1: 684 shares; 2018Q2: 684 shares; 2018Q3: 684 shares; 2018Q4: 684 shares; 2019Q1: 684 shares 684$235K0.07%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,130 shares; 2017Q3: 1,131 shares; 2017Q4: 1,131 shares; 2018Q1: 1,133 shares; 2018Q2: 1,134 shares; 2018Q3: 1,135 shares; 2018Q4: 1,136 shares; 2019Q1: 1,156 shares 1,156$233K0.07%+20Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 3,726 shares 3,726$228K0.07%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 2,237 shares; 2017Q3: 2,037 shares; 2017Q4: 1,782 shares; 2018Q1: 1,800 shares; 2018Q2: 1,202 shares; 2018Q3: 1,276 shares; 2018Q4: 1,753 shares; 2019Q1: 1,835 shares 1,835$218K0.07%+82Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1,562 shares; 2018Q2: 1,562 shares; 2018Q3: 1,562 shares; 2018Q4: 1,562 shares; 2019Q1: 1,562 shares 1,562$216K0.07%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 857 shares; 2017Q3: 860 shares; 2017Q4: 863 shares; 2018Q1: 867 shares; 2018Q2: 1,376 shares; 2018Q3: 1,640 shares; 2018Q4: 1,482 shares; 2019Q1: 1,626 shares 1,626$204K0.06%+144Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 2,167 shares; 2017Q3: 2,167 shares; 2017Q4: 1,483 shares; 2018Q1: 1,484 shares; 2018Q2: 1,484 shares; 2018Q3: 1,484 shares; 2018Q4: 1,484 shares; 2019Q1: 1,484 shares 1,484$199K0.06%0Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 7,032 shares; 2017Q3: 7,032 shares; 2017Q4: 7,032 shares; 2018Q1: 5,691 shares; 2018Q2: 5,695 shares; 2018Q3: 4,674 shares; 2018Q4: 4,698 shares; 2019Q1: 4,993 shares 4,993$198K0.06%+295Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 75 shares; 2017Q3: 0 shares; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 1,000 shares; 2018Q3: 1,000 shares; 2018Q4: 1,000 shares; 2019Q1: 1,000 shares 1,000$171K0.05%0Timeline
DOWDUPONT INCDOWDUPONT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: 3,099 shares; 2017Q4: 3,100 shares; 2018Q1: 3,502 shares; 2018Q2: 3,304 shares; 2018Q3: 3,114 shares; 2018Q4: 3,124 shares; 2019Q1: 4,326 shares 4,326$165K0.05%+1,202
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 2,422 shares; 2017Q3: 2,422 shares; 2017Q4: 2,422 shares; 2018Q1: 2,422 shares; 2018Q2: 2,422 shares; 2018Q3: 2,422 shares; 2018Q4: 2,422 shares; 2019Q1: 2,422 shares 2,422$161K0.05%0Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,713 shares; 2017Q3: 1,743 shares; 2017Q4: 1,764 shares; 2018Q1: 1,878 shares; 2018Q2: 1,951 shares; 2018Q3: 2,071 shares; 2018Q4: 2,427 shares; 2019Q1: 3,210 shares 3,210$158K0.05%+783Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 2,977 shares; 2017Q3: 3,003 shares; 2017Q4: 3,026 shares; 2018Q1: 3,054 shares; 2018Q2: 3,081 shares; 2018Q3: 3,104 shares; 2018Q4: 3,127 shares; 2019Q1: 3,150 shares 3,150$156K0.05%+23Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 2,612 shares; 2017Q3: 2,612 shares; 2017Q4: 2,612 shares; 2018Q1: 2,612 shares; 2018Q2: 2,612 shares; 2018Q3: 2,612 shares; 2018Q4: 2,612 shares; 2019Q1: 2,612 shares 2,612$145K0.04%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 543 shares; 2017Q3: 543 shares; 2017Q4: 546 shares; 2018Q1: 546 shares; 2018Q2: 1,046 shares; 2018Q3: 1,070 shares; 2018Q4: 1,074 shares; 2019Q1: 1,091 shares 1,091$145K0.04%+17Timeline
IIMINVESCO VALUE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 10,000 shares; 2017Q3: 10,000 shares; 2017Q4: 10,000 shares; 2018Q1: 10,000 shares; 2018Q2: 13,000 shares; 2018Q3: 10,000 shares; 2018Q4: 10,000 shares; 2019Q1: 10,000 shares 10,000$143K0.04%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: 3,616 shares; 2017Q4: 3,616 shares; 2018Q1: 3,616 shares; 2018Q2: 4,366 shares; 2018Q3: 3,616 shares; 2018Q4: 3,361 shares; 2019Q1: 3,361 shares 3,361$141K0.04%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 11,029 shares; 2017Q3: 11,023 shares; 2017Q4: 11,981 shares; 2018Q1: 12,473 shares; 2018Q2: 12,898 shares; 2018Q3: 13,189 shares; 2018Q4: 15,479 shares; 2019Q1: 2,520 shares 2,520$138K0.04%-12,959Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 715 shares; 2017Q3: 715 shares; 2017Q4: 715 shares; 2018Q1: 715 shares; 2018Q2: 715 shares; 2018Q3: 715 shares; 2018Q4: 715 shares; 2019Q1: 714 shares 714$132K0.04%-1Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 756 shares; 2017Q3: 756 shares; 2017Q4: 756 shares; 2018Q1: 757 shares; 2018Q2: 1,058 shares; 2018Q3: 1,058 shares; 2018Q4: 1,059 shares; 2019Q1: 1,134 shares 1,134$129K0.04%+75Timeline
WISDOMTREE FLOATING RATETRE…WISDOMTREE FLOATING RATETREASURY …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 4,010 shares; 2018Q3: 4,010 shares; 2018Q4: 4,996 shares; 2019Q1: 4,996 shares 4,996$125K0.04%0
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 4,051 shares; 2017Q3: 4,051 shares; 2017Q4: 4,051 shares; 2018Q1: 4,051 shares; 2018Q2: 4,051 shares; 2018Q3: 4,051 shares; 2018Q4: 4,051 shares; 2019Q1: 4,051 shares 4,051$122K0.04%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 674 shares; 2017Q3: 674 shares; 2017Q4: 674 shares; 2018Q1: 674 shares; 2018Q2: 1,274 shares; 2018Q3: 974 shares; 2018Q4: 974 shares; 2019Q1: 1,180 shares 1,180$121K0.04%+206Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 954 shares; 2017Q3: 954 shares; 2017Q4: 957 shares; 2018Q1: 960 shares; 2018Q2: 960 shares; 2018Q3: 1,405 shares; 2018Q4: 965 shares; 2019Q1: 1,414 shares 1,414$120K0.04%+449Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,757 shares; 2017Q3: 1,757 shares; 2017Q4: 1,757 shares; 2018Q1: 1,757 shares; 2018Q2: 1,757 shares; 2018Q3: 1,757 shares; 2018Q4: 1,757 shares; 2019Q1: 1,737 shares 1,737$116K0.04%-20Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 871 shares; 2017Q3: 871 shares; 2017Q4: 871 shares; 2018Q1: 871 shares; 2018Q2: 871 shares; 2018Q3: 871 shares; 2018Q4: 871 shares; 2019Q1: 871 shares 871$116K0.04%0Timeline
World Gold TRWorld Gold TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 3,635 shares; 2019Q1: 8,835 shares 8,835$112K0.03%+5,200
GLAXOSMITHKLINE PLC-ADRGLAXOSMITHKLINE PLC-ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 4,579 shares; 2017Q3: 4,579 shares; 2017Q4: 4,579 shares; 2018Q1: 4,229 shares; 2018Q2: 3,879 shares; 2018Q3: 3,229 shares; 2018Q4: 3,229 shares; 2019Q1: 2,729 shares 2,729$109K0.03%-500
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 293 shares; 2017Q3: 293 shares; 2017Q4: 293 shares; 2018Q1: 293 shares; 2018Q2: 493 shares; 2018Q3: 493 shares; 2018Q4: 493 shares; 2019Q1: 493 shares 493$108K0.03%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 121,650 shares; 2017Q3: 123,949 shares; 2017Q4: 130,036 shares; 2018Q1: 3,697 shares; 2018Q2: 3,612 shares; 2018Q3: 3,904 shares; 2018Q4: 3,789 shares; 2019Q1: 2,468 shares 2,468$107K0.03%-1,321Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,541 shares; 2017Q3: 1,551 shares; 2017Q4: 1,558 shares; 2018Q1: 1,307 shares; 2018Q2: 1,314 shares; 2018Q3: 1,706 shares; 2018Q4: 1,590 shares; 2019Q1: 1,801 shares 1,801$105K0.03%+211Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 200 shares; 2017Q3: 200 shares; 2017Q4: 200 shares; 2018Q1: 200 shares; 2018Q2: 816 shares; 2018Q3: 856 shares; 2018Q4: 816 shares; 2019Q1: 856 shares 856$104K0.03%+40Timeline
AQUA AMERICA INCAQUA AMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 252 shares; 2017Q3: 252 shares; 2017Q4: 252 shares; 2018Q1: 252 shares; 2018Q2: 2,502 shares; 2018Q3: 2,502 shares; 2018Q4: 2,502 shares; 2019Q1: 2,562 shares 2,562$96K0.03%+60
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 970 shares; 2017Q3: 1,214 shares; 2017Q4: 2,078 shares; 2018Q1: 2,228 shares; 2018Q2: 2,228 shares; 2018Q3: 2,096 shares; 2018Q4: 2,007 shares; 2019Q1: 1,671 shares 1,671$92K0.03%-336Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 500 shares; 2017Q3: 500 shares; 2017Q4: 500 shares; 2018Q1: 500 shares; 2018Q2: 500 shares; 2018Q3: 500 shares; 2018Q4: 500 shares; 2019Q1: 500 shares 500$92K0.03%0Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 1,445 shares; 2018Q4: 8,963 shares; 2019Q1: 2,995 shares 2,995$86K0.03%-5,968Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 564 shares; 2017Q3: 564 shares; 2017Q4: 564 shares; 2018Q1: 564 shares; 2018Q2: 564 shares; 2018Q3: 564 shares; 2018Q4: 564 shares; 2019Q1: 564 shares 564$79K0.02%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,258 shares; 2017Q3: 1,247 shares; 2017Q4: 1,247 shares; 2018Q1: 1,247 shares; 2018Q2: 1,166 shares; 2018Q3: 1,166 shares; 2018Q4: 983 shares; 2019Q1: 983 shares 983$78K0.02%0Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,278 shares; 2017Q3: 1,278 shares; 2017Q4: 1,278 shares; 2018Q1: 1,278 shares; 2018Q2: 1,278 shares; 2018Q3: 1,278 shares; 2018Q4: 1,278 shares; 2019Q1: 1,278 shares 1,278$76K0.02%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 660 shares; 2017Q3: 660 shares; 2017Q4: 660 shares; 2018Q1: 660 shares; 2018Q2: 660 shares; 2018Q3: 660 shares; 2018Q4: 660 shares; 2019Q1: 660 shares 660$75K0.02%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 612 shares; 2017Q3: 614 shares; 2017Q4: 616 shares; 2018Q1: 618 shares; 2018Q2: 1,621 shares; 2018Q3: 1,623 shares; 2018Q4: 1,626 shares; 2019Q1: 1,628 shares 1,628$73K0.02%+2Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 2,390 shares; 2017Q3: 2,390 shares; 2017Q4: 2,390 shares; 2018Q1: 2,390 shares; 2018Q2: 4,190 shares; 2018Q3: 2,390 shares; 2018Q4: 2,390 shares; 2019Q1: 2,390 shares 2,390$73K0.02%0Timeline
STATE STREETSTATE STREETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,060 shares 1,060$73K0.02%new
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 2,152 shares; 2017Q3: 2,187 shares; 2017Q4: 2,187 shares; 2018Q1: 2,188 shares; 2018Q2: 2,860 shares; 2018Q3: 2,260 shares; 2018Q4: 2,261 shares; 2019Q1: 2,261 shares 2,261$72K0.02%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 325 shares; 2017Q3: 325 shares; 2017Q4: 325 shares; 2018Q1: 325 shares; 2018Q2: 325 shares; 2018Q3: 325 shares; 2018Q4: 325 shares; 2019Q1: 325 shares 325$69K0.02%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 528 shares; 2017Q3: 535 shares; 2017Q4: 538 shares; 2018Q1: 542 shares; 2018Q2: 1,116 shares; 2018Q3: 550 shares; 2018Q4: 555 shares; 2019Q1: 958 shares 958$65K0.02%+403Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1,252 shares; 2018Q2: 2,502 shares; 2018Q3: 1,465 shares; 2018Q4: 1,465 shares; 2019Q1: 1,465 shares 1,465$65K0.02%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,120 shares; 2017Q3: 1,120 shares; 2017Q4: 1,120 shares; 2018Q1: 1,120 shares; 2018Q2: 1,120 shares; 2018Q3: 1,120 shares; 2018Q4: 1,120 shares; 2019Q1: 1,120 shares 1,120$65K0.02%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 83 shares; 2017Q3: 83 shares; 2017Q4: 83 shares; 2018Q1: 83 shares; 2018Q2: 783 shares; 2018Q3: 783 shares; 2018Q4: 783 shares; 2019Q1: 841 shares 841$64K0.02%+58Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 84,191 shares; 2017Q3: 87,647 shares; 2017Q4: 91,376 shares; 2018Q1: 92,524 shares; 2018Q2: 93,756 shares; 2018Q3: 94,820 shares; 2018Q4: 10,072 shares; 2019Q1: 1,224 shares 1,224$63K0.02%-8,848Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 83 shares; 2017Q3: 83 shares; 2017Q4: 83 shares; 2018Q1: 83 shares; 2018Q2: 783 shares; 2018Q3: 783 shares; 2018Q4: 783 shares; 2019Q1: 783 shares 783$61K0.02%0Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,180 shares; 2017Q3: 1,180 shares; 2017Q4: 1,180 shares; 2018Q1: 1,180 shares; 2018Q2: 1,180 shares; 2018Q3: 1,180 shares; 2018Q4: 1,180 shares; 2019Q1: 1,180 shares 1,180$61K0.02%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,041 shares 1,041$60K0.02%newTimeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 200 shares; 2017Q3: 200 shares; 2017Q4: 200 shares; 2018Q1: 200 shares; 2018Q2: 200 shares; 2018Q3: 200 shares; 2018Q4: 200 shares; 2019Q1: 200 shares 200$59K0.02%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 800 shares; 2017Q3: 800 shares; 2017Q4: 800 shares; 2018Q1: 800 shares; 2018Q2: 800 shares; 2018Q3: 800 shares; 2018Q4: 800 shares; 2019Q1: 800 shares 800$58K0.02%0Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 684 shares; 2017Q3: 687 shares; 2017Q4: 689 shares; 2018Q1: 693 shares; 2018Q2: 696 shares; 2018Q3: 699 shares; 2018Q4: 701 shares; 2019Q1: 703 shares 703$51K0.02%+2Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 2,700 shares; 2018Q3: 1,002 shares; 2018Q4: 1,002 shares; 2019Q1: 2,004 shares 2,004$51K0.02%+1,002Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 600 shares; 2017Q3: 600 shares; 2017Q4: 600 shares; 2018Q1: 600 shares; 2018Q2: 600 shares; 2018Q3: 600 shares; 2018Q4: 600 shares; 2019Q1: 600 shares 600$50K0.02%0Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 100 shares; 2017Q3: 100 shares; 2017Q4: 100 shares; 2018Q1: 100 shares; 2018Q2: 100 shares; 2018Q3: 503 shares; 2018Q4: 503 shares; 2019Q1: 503 shares 503$48K0.01%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 400 shares; 2017Q3: 400 shares; 2017Q4: 400 shares; 2018Q1: 400 shares; 2018Q2: 400 shares; 2018Q3: 400 shares; 2018Q4: 400 shares; 2019Q1: 400 shares 400$46K0.01%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,244 shares; 2017Q3: 1,101 shares; 2017Q4: 1,026 shares; 2018Q1: 807 shares; 2018Q2: 844 shares; 2018Q3: 1,582 shares; 2018Q4: 880 shares; 2019Q1: 880 shares 880$46K0.01%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 325 shares; 2017Q3: 325 shares; 2017Q4: 286 shares; 2018Q1: 247 shares; 2018Q2: 247 shares; 2018Q3: 247 shares; 2018Q4: 247 shares; 2019Q1: 247 shares 247$46K0.01%0Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: 0 shares; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 400 shares; 2018Q3: 400 shares; 2018Q4: 400 shares; 2019Q1: 400 shares 400$46K0.01%0Timeline
LIVENT CORPLIVENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 3,973 shares 3,973$46K0.01%new
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 791 shares; 2017Q3: 786 shares; 2017Q4: 798 shares; 2018Q1: 528 shares; 2018Q2: 528 shares; 2018Q3: 586 shares; 2018Q4: 586 shares; 2019Q1: 520 shares 520$43K0.01%-66Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 415 shares; 2017Q3: 415 shares; 2017Q4: 415 shares; 2018Q1: 415 shares; 2018Q2: 1,115 shares; 2018Q3: 415 shares; 2018Q4: 415 shares; 2019Q1: 415 shares 415$42K0.01%0Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 514 shares; 2017Q3: 414 shares; 2017Q4: 414 shares; 2018Q1: 414 shares; 2018Q2: 414 shares; 2018Q3: 824 shares; 2018Q4: 414 shares; 2019Q1: 824 shares 824$41K0.01%+410Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 947 shares; 2018Q3: 1,060 shares; 2018Q4: 1,366 shares; 2019Q1: 1,632 shares 1,632$40K0.01%+266Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,950 shares 1,950$40K0.01%new
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,950 shares 1,950$40K0.01%new
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 2,874 shares; 2017Q3: 2,885 shares; 2017Q4: 2,854 shares; 2018Q1: 2,617 shares; 2018Q2: 2,661 shares; 2018Q3: 2,311 shares; 2018Q4: 3,928 shares; 2019Q1: 353 shares 353$39K0.01%-3,575Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 191 shares; 2017Q3: 192 shares; 2017Q4: 192 shares; 2018Q1: 193 shares; 2018Q2: 193 shares; 2018Q3: 837 shares; 2018Q4: 838 shares; 2019Q1: 838 shares 838$39K0.01%0Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,900 shares 1,900$39K0.01%new
PYXUS INTL INCPYXUS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,875 shares 1,875$37K0.01%new
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,200 shares; 2017Q3: 1,200 shares; 2017Q4: 794 shares; 2018Q1: 794 shares; 2018Q2: 400 shares; 2018Q3: 400 shares; 2018Q4: 400 shares; 2019Q1: 400 shares 400$36K0.01%0Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 746 shares; 2018Q2: 746 shares; 2018Q3: 746 shares; 2018Q4: 746 shares; 2019Q1: 746 shares 746$35K0.01%0Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 150 shares; 2017Q3: 150 shares; 2017Q4: 150 shares; 2018Q1: 150 shares; 2018Q2: 150 shares; 2018Q3: 150 shares; 2018Q4: 150 shares; 2019Q1: 418 shares 418$35K0.01%+268Timeline
BLACKROCK INCBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 73 shares; 2018Q2: 73 shares; 2018Q3: 73 shares; 2018Q4: 73 shares; 2019Q1: 73 shares 73$34K0.01%0
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 114 shares; 2018Q2: 162 shares; 2018Q3: 114 shares; 2018Q4: 114 shares; 2019Q1: 170 shares 170$33K0.01%+56Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 435 shares; 2017Q3: 435 shares; 2017Q4: 435 shares; 2018Q1: 435 shares; 2018Q2: 435 shares; 2018Q3: 435 shares; 2018Q4: 435 shares; 2019Q1: 435 shares 435$33K0.01%0Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 178 shares; 2017Q3: 178 shares; 2017Q4: 178 shares; 2018Q1: 178 shares; 2018Q2: 178 shares; 2018Q3: 178 shares; 2018Q4: 178 shares; 2019Q1: 328 shares 328$33K0.01%+150Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 911 shares; 2017Q3: 911 shares; 2017Q4: 915 shares; 2018Q1: 918 shares; 2018Q2: 921 shares; 2018Q3: 962 shares; 2018Q4: 527 shares; 2019Q1: 568 shares 568$31K0.01%+41Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 1,126 shares; 2018Q3: 1,354 shares; 2018Q4: 1,307 shares; 2019Q1: 1,316 shares 1,316$30K0.01%+9Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 130 shares; 2017Q3: 115 shares; 2017Q4: 115 shares; 2018Q1: 348 shares; 2018Q2: 349 shares; 2018Q3: 349 shares; 2018Q4: 284 shares; 2019Q1: 284 shares 284$29K0.01%0Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 0 shares; 2017Q3: 600 shares; 2017Q4: 200 shares; 2018Q1: 2,200 shares; 2018Q2: not reported; 2018Q3: 600 shares; 2018Q4: not reported; 2019Q1: 554 shares 554$29K0.01%newTimeline
HCP INCHCP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 962 shares; 2017Q3: 968 shares; 2017Q4: 973 shares; 2018Q1: 981 shares; 2018Q2: 989 shares; 2018Q3: 995 shares; 2018Q4: 1,001 shares; 2019Q1: 1,006 shares 1,006$29K0.01%+5
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 399 shares; 2017Q3: 402 shares; 2017Q4: 403 shares; 2018Q1: 406 shares; 2018Q2: 408 shares; 2018Q3: 409 shares; 2018Q4: 411 shares; 2019Q1: 412 shares 412$27K0.01%+1Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 65 shares; 2017Q3: 36 shares; 2017Q4: 36 shares; 2018Q1: 136 shares; 2018Q2: 63 shares; 2018Q3: 63 shares; 2018Q4: 63 shares; 2019Q1: 229 shares 229$27K0.01%+166Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 190 shares; 2017Q3: 150 shares; 2017Q4: 150 shares; 2018Q1: 150 shares; 2018Q2: 150 shares; 2018Q3: 150 shares; 2018Q4: 150 shares; 2019Q1: 150 shares 150$27K0.01%0Timeline
IFNABERDEEN INDIA FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,275 shares; 2017Q3: 2,275 shares; 2017Q4: 3,275 shares; 2018Q1: 1,775 shares; 2018Q2: 1,275 shares; 2018Q3: 1,275 shares; 2018Q4: 1,275 shares; 2019Q1: 1,275 shares 1,275$27K0.01%0Timeline
STARTEK INCSTARTEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 1,500 shares; 2018Q3: 2,463 shares; 2018Q4: 2,800 shares; 2019Q1: 3,800 shares 3,800$27K0.01%+1,000
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 300 shares; 2017Q3: 300 shares; 2017Q4: 300 shares; 2018Q1: 300 shares; 2018Q2: 300 shares; 2018Q3: 300 shares; 2018Q4: 300 shares; 2019Q1: 300 shares 300$26K0.01%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 250 shares; 2018Q4: not reported; 2019Q1: 250 shares 250$26K0.01%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 283 shares; 2017Q3: 283 shares; 2017Q4: 283 shares; 2018Q1: 283 shares; 2018Q2: 283 shares; 2018Q3: 283 shares; 2018Q4: 283 shares; 2019Q1: 283 shares 283$25K0.01%0Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 172 shares; 2017Q3: 172 shares; 2017Q4: 172 shares; 2018Q1: 172 shares; 2018Q2: 172 shares; 2018Q3: 172 shares; 2018Q4: 172 shares; 2019Q1: 172 shares 172$25K0.01%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 70 shares; 2017Q3: 70 shares; 2017Q4: 70 shares; 2018Q1: 70 shares; 2018Q2: 70 shares; 2018Q3: 70 shares; 2018Q4: 70 shares; 2019Q1: 70 shares 70$25K0.01%0Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 1,020 shares; 2018Q1: 1,020 shares; 2018Q2: 979 shares; 2018Q3: 948 shares; 2018Q4: 515 shares; 2019Q1: 515 shares 515$25K0.01%0Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 200 shares; 2017Q3: 200 shares; 2017Q4: 200 shares; 2018Q1: 200 shares; 2018Q2: 200 shares; 2018Q3: 200 shares; 2018Q4: 200 shares; 2019Q1: 200 shares 200$24K0.01%0Timeline
INVESCO BULLETSHARES 2019 H…INVESCO BULLETSHARES 2019 HIGHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 986 shares 986$23K0.01%new
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 976 shares 976$23K0.01%new
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 650 shares; 2018Q3: 250 shares; 2018Q4: 250 shares; 2019Q1: 250 shares 250$21K0.01%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 193 shares; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 400 shares 400$21K0.01%newTimeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 167 shares; 2017Q3: 167 shares; 2017Q4: 167 shares; 2018Q1: 167 shares; 2018Q2: 167 shares; 2018Q3: 167 shares; 2018Q4: 167 shares; 2019Q1: 167 shares 167$21K0.01%0Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 400 shares; 2017Q3: 400 shares; 2017Q4: 400 shares; 2018Q1: 400 shares; 2018Q2: 400 shares; 2018Q3: 400 shares; 2018Q4: 400 shares; 2019Q1: 400 shares 400$21K0.01%0Timeline
BB & T CORPBB & T CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 71 shares; 2017Q3: 412 shares; 2017Q4: 414 shares; 2018Q1: 416 shares; 2018Q2: 419 shares; 2018Q3: 421 shares; 2018Q4: 424 shares; 2019Q1: 427 shares 427$21K0.01%+3
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 136 shares; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 571 shares 571$20K0.01%newTimeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 736 shares; 2017Q3: 456 shares; 2017Q4: 456 shares; 2018Q1: 457 shares; 2018Q2: 458 shares; 2018Q3: 458 shares; 2018Q4: 459 shares; 2019Q1: 459 shares 459$19K0.01%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 131 shares; 2017Q3: 111 shares; 2017Q4: 111 shares; 2018Q1: 100 shares; 2018Q2: 100 shares; 2018Q3: 100 shares; 2018Q4: 100 shares; 2019Q1: 100 shares 100$19K0.01%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 185 shares; 2017Q3: 187 shares; 2017Q4: 187 shares; 2018Q1: 189 shares; 2018Q2: 191 shares; 2018Q3: 192 shares; 2018Q4: 194 shares; 2019Q1: 195 shares 195$19K0.01%+1Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 154 shares; 2018Q3: 154 shares; 2018Q4: 154 shares; 2019Q1: 654 shares 654$18K0.01%+500Timeline
VANECK VECTORS ETF TRVANECK VECTORS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 600 shares; 2017Q3: 700 shares; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 500 shares; 2018Q3: not reported; 2018Q4: 1,250 shares; 2019Q1: 1,000 shares 1,000$18K0.01%-250
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 64 shares; 2017Q3: 64 shares; 2017Q4: 64 shares; 2018Q1: 64 shares; 2018Q2: 64 shares; 2018Q3: 64 shares; 2018Q4: 64 shares; 2019Q1: 64 shares 64$17K0.01%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 290 shares; 2017Q3: 290 shares; 2017Q4: 290 shares; 2018Q1: 290 shares; 2018Q2: 1,090 shares; 2018Q3: 290 shares; 2018Q4: 290 shares; 2019Q1: 290 shares 290$16K<0.01%0Timeline
ECOVYST INC.ECOVYST INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 150 shares; 2018Q1: 1,450 shares; 2018Q2: 1,450 shares; 2018Q3: 1,450 shares; 2018Q4: 1,000 shares; 2019Q1: 1,000 shares 1,000$16K<0.01%0
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 138 shares; 2017Q3: 138 shares; 2017Q4: 138 shares; 2018Q1: 138 shares; 2018Q2: 138 shares; 2018Q3: 138 shares; 2018Q4: 138 shares; 2019Q1: 138 shares 138$15K<0.01%0Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 418 shares; 2017Q3: 418 shares; 2017Q4: 418 shares; 2018Q1: 418 shares; 2018Q2: 418 shares; 2018Q3: 418 shares; 2018Q4: 418 shares; 2019Q1: 418 shares 418$15K<0.01%0Timeline
ABRAXAS PETROLEUM CORPABRAXAS PETROLEUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: 3,500 shares; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 10,000 shares 10,000$15K<0.01%new
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 85 shares; 2017Q3: 85 shares; 2017Q4: 85 shares; 2018Q1: 85 shares; 2018Q2: 85 shares; 2018Q3: 98 shares; 2018Q4: 85 shares; 2019Q1: 98 shares 98$14K<0.01%+13Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 500 shares 500$14K<0.01%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 64 shares; 2018Q4: not reported; 2019Q1: 64 shares 64$13K<0.01%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 110 shares; 2017Q3: 110 shares; 2017Q4: 110 shares; 2018Q1: 110 shares; 2018Q2: 110 shares; 2018Q3: 110 shares; 2018Q4: 110 shares; 2019Q1: 110 shares 110$13K<0.01%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 300 shares; 2017Q3: 300 shares; 2017Q4: 300 shares; 2018Q1: 300 shares; 2018Q2: 857 shares; 2018Q3: 300 shares; 2018Q4: 300 shares; 2019Q1: 300 shares 300$13K<0.01%0Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 197 shares; 2017Q3: 197 shares; 2017Q4: 197 shares; 2018Q1: 197 shares; 2018Q2: 197 shares; 2018Q3: 197 shares; 2018Q4: 197 shares; 2019Q1: 197 shares 197$13K<0.01%0Timeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 250 shares; 2019Q1: 250 shares 250$13K<0.01%0Timeline
INVESCO BULLETSHARES 2020 C…INVESCO BULLETSHARES 2020 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 0 shares; 2018Q3: 0 shares; 2018Q4: not reported; 2019Q1: 648 shares 648$13K<0.01%new
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 100 shares; 2017Q3: 100 shares; 2017Q4: 100 shares; 2018Q1: 100 shares; 2018Q2: 100 shares; 2018Q3: 100 shares; 2018Q4: 100 shares; 2019Q1: 253 shares 253$12K<0.01%+153Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,000 shares 1,000$12K<0.01%newTimeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 127 shares; 2017Q3: 127 shares; 2017Q4: 127 shares; 2018Q1: 127 shares; 2018Q2: 127 shares; 2018Q3: 277 shares; 2018Q4: 127 shares; 2019Q1: 150 shares 150$11K<0.01%+23Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 100 shares; 2017Q3: 100 shares; 2017Q4: 100 shares; 2018Q1: 100 shares; 2018Q2: 100 shares; 2018Q3: 100 shares; 2018Q4: 100 shares; 2019Q1: 100 shares 100$11K<0.01%0Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 50 shares; 2018Q4: 50 shares; 2019Q1: 250 shares 250$11K<0.01%+200Timeline
ASHRDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 2,500 shares; 2019Q1: 400 shares 400$11K<0.01%-2,100Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 210 shares; 2017Q3: 125 shares; 2017Q4: 125 shares; 2018Q1: 125 shares; 2018Q2: 325 shares; 2018Q3: 125 shares; 2018Q4: 200 shares; 2019Q1: 200 shares 200$10K<0.01%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 200 shares; 2017Q3: 200 shares; 2017Q4: 200 shares; 2018Q1: 200 shares; 2018Q2: 200 shares; 2018Q3: 200 shares; 2018Q4: 200 shares; 2019Q1: 200 shares 200$10K<0.01%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 139 shares; 2017Q3: 139 shares; 2017Q4: 139 shares; 2018Q1: 139 shares; 2018Q2: 139 shares; 2018Q3: 139 shares; 2018Q4: 139 shares; 2019Q1: 231 shares 231$10K<0.01%+92Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 264 shares 264$10K<0.01%newTimeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 216 shares; 2017Q3: 216 shares; 2017Q4: 216 shares; 2018Q1: 216 shares; 2018Q2: 472 shares; 2018Q3: 216 shares; 2018Q4: 216 shares; 2019Q1: 216 shares 216$9K<0.01%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 50 shares; 2017Q3: 50 shares; 2017Q4: 50 shares; 2018Q1: 50 shares; 2018Q2: 50 shares; 2018Q3: 50 shares; 2018Q4: 50 shares; 2019Q1: 50 shares 50$9K<0.01%0Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 101 shares; 2017Q3: 101 shares; 2017Q4: 101 shares; 2018Q1: 101 shares; 2018Q2: 101 shares; 2018Q3: 101 shares; 2018Q4: 101 shares; 2019Q1: 101 shares 101$9K<0.01%0Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 315 shares; 2017Q3: 315 shares; 2017Q4: 315 shares; 2018Q1: 315 shares; 2018Q2: 315 shares; 2018Q3: 315 shares; 2018Q4: 315 shares; 2019Q1: 315 shares 315$9K<0.01%0Timeline
CXHMFS INVT GRADE MUN TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1,000 shares; 2017Q3: 1,000 shares; 2017Q4: 1,000 shares; 2018Q1: 1,000 shares; 2018Q2: 1,000 shares; 2018Q3: 1,000 shares; 2018Q4: 1,000 shares; 2019Q1: 1,000 shares 1,000$9K<0.01%0Timeline
BEST INCBEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 1,606 shares; 2019Q1: 1,606 shares 1,606$9K<0.01%0
CEDAR FAIR L PCEDAR FAIR L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 159 shares; 2017Q3: 161 shares; 2017Q4: 162 shares; 2018Q1: 165 shares; 2018Q2: 167 shares; 2018Q3: 170 shares; 2018Q4: 173 shares; 2019Q1: 175 shares 175$9K<0.01%+2
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 150 shares 150$8K<0.01%newTimeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 68 shares; 2017Q3: 68 shares; 2017Q4: 68 shares; 2018Q1: 69 shares; 2018Q2: 270 shares; 2018Q3: 70 shares; 2018Q4: 71 shares; 2019Q1: 71 shares 71$8K<0.01%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 50 shares; 2017Q3: 50 shares; 2017Q4: 50 shares; 2018Q1: 50 shares; 2018Q2: 50 shares; 2018Q3: 50 shares; 2018Q4: 50 shares; 2019Q1: 50 shares 50$8K<0.01%0Timeline
CENTURYLINK INCCENTURYLINK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 755 shares; 2017Q3: 755 shares; 2017Q4: 755 shares; 2018Q1: 755 shares; 2018Q2: 755 shares; 2018Q3: 755 shares; 2018Q4: 755 shares; 2019Q1: 755 shares 755$8K<0.01%0
FINXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 300 shares 300$8K<0.01%newTimeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 348 shares; 2018Q3: 348 shares; 2018Q4: 334 shares; 2019Q1: 334 shares 334$8K<0.01%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 140 shares; 2017Q3: 340 shares; 2017Q4: 140 shares; 2018Q1: 140 shares; 2018Q2: 640 shares; 2018Q3: 140 shares; 2018Q4: 140 shares; 2019Q1: 140 shares 140$7K<0.01%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 100 shares; 2017Q3: 100 shares; 2017Q4: 100 shares; 2018Q1: 100 shares; 2018Q2: 736 shares; 2018Q3: 100 shares; 2018Q4: 100 shares; 2019Q1: 100 shares 100$7K<0.01%0Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 272 shares; 2017Q3: 172 shares; 2017Q4: 172 shares; 2018Q1: 172 shares; 2018Q2: 972 shares; 2018Q3: 172 shares; 2018Q4: 172 shares; 2019Q1: 172 shares 172$7K<0.01%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 100 shares; 2017Q3: 100 shares; 2017Q4: 100 shares; 2018Q1: 100 shares; 2018Q2: 100 shares; 2018Q3: 100 shares; 2018Q4: 100 shares; 2019Q1: 100 shares 100$7K<0.01%0Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 100 shares; 2018Q3: 100 shares; 2018Q4: 100 shares; 2019Q1: 100 shares 100$7K<0.01%0Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 157 shares; 2017Q3: 158 shares; 2017Q4: 159 shares; 2018Q1: 161 shares; 2018Q2: 162 shares; 2018Q3: 164 shares; 2018Q4: 165 shares; 2019Q1: 166 shares 166$7K<0.01%+1Timeline
AURORA CANNABIS INCAURORA CANNABIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 836 shares 836$7K<0.01%new
AMERIGAS PARTNERS MLPAMERIGAS PARTNERS MLPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 537 shares; 2017Q3: 537 shares; 2017Q4: 537 shares; 2018Q1: 200 shares; 2018Q2: 200 shares; 2018Q3: 200 shares; 2018Q4: 200 shares; 2019Q1: 200 shares 200$7K<0.01%0
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 250 shares; 2017Q3: 250 shares; 2017Q4: 250 shares; 2018Q1: 250 shares; 2018Q2: 2,015 shares; 2018Q3: 250 shares; 2018Q4: 250 shares; 2019Q1: 250 shares 250$6K<0.01%0Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 83 shares; 2018Q1: 71 shares; 2018Q2: 71 shares; 2018Q3: 71 shares; 2018Q4: 71 shares; 2019Q1: 71 shares 71$6K<0.01%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 42 shares; 2017Q3: 42 shares; 2017Q4: 42 shares; 2018Q1: 42 shares; 2018Q2: 42 shares; 2018Q3: 42 shares; 2018Q4: 42 shares; 2019Q1: 42 shares 42$6K<0.01%0Timeline
GENERAL ELEC COGENERAL ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 9,675 shares; 2017Q3: 9,475 shares; 2017Q4: 9,303 shares; 2018Q1: 1,391 shares; 2018Q2: 1,480 shares; 2018Q3: 1,143 shares; 2018Q4: 1,150 shares; 2019Q1: 719 shares 719$6K<0.01%-431
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 317 shares; 2017Q3: 317 shares; 2017Q4: 317 shares; 2018Q1: 317 shares; 2018Q2: 317 shares; 2018Q3: 317 shares; 2018Q4: 317 shares; 2019Q1: 317 shares 317$6K<0.01%0Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 393 shares; 2019Q1: 395 shares 395$6K<0.01%+2Timeline
CANOPY GROWTH CORPCANOPY GROWTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 100 shares; 2018Q4: 130 shares; 2019Q1: 130 shares 130$6K<0.01%0
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 3 shares; 2018Q1: 3 shares; 2018Q2: 3 shares; 2018Q3: 3 shares; 2018Q4: 3 shares; 2019Q1: 3 shares 3$5K<0.01%0Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 110 shares; 2017Q3: 110 shares; 2017Q4: 110 shares; 2018Q1: 110 shares; 2018Q2: 110 shares; 2018Q3: 110 shares; 2018Q4: 110 shares; 2019Q1: 110 shares 110$5K<0.01%0Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 317 shares; 2017Q3: 317 shares; 2017Q4: 317 shares; 2018Q1: 317 shares; 2018Q2: 317 shares; 2018Q3: 317 shares; 2018Q4: 317 shares; 2019Q1: 317 shares 317$5K<0.01%0Timeline
PIONEER NATURAL RESOURCES COPIONEER NATURAL RESOURCES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 30 shares; 2017Q3: 30 shares; 2017Q4: 30 shares; 2018Q1: 30 shares; 2018Q2: 30 shares; 2018Q3: 30 shares; 2018Q4: 30 shares; 2019Q1: 30 shares 30$5K<0.01%0
BUCKEYE PARTNERS LP (BPL)BUCKEYE PARTNERS LP (BPL)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 321 shares; 2017Q3: 321 shares; 2017Q4: 481 shares; 2018Q1: 160 shares; 2018Q2: 460 shares; 2018Q3: 160 shares; 2018Q4: 160 shares; 2019Q1: 160 shares 160$5K<0.01%0
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 24 shares 24$4K<0.01%newTimeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 48 shares; 2018Q3: 47 shares; 2018Q4: 47 shares; 2019Q1: 47 shares 47$4K<0.01%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 30 shares; 2017Q3: 30 shares; 2017Q4: 30 shares; 2018Q1: 30 shares; 2018Q2: 30 shares; 2018Q3: 30 shares; 2018Q4: 30 shares; 2019Q1: 30 shares 30$4K<0.01%0Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 236 shares; 2017Q3: 236 shares; 2017Q4: 236 shares; 2018Q1: 236 shares; 2018Q2: 236 shares; 2018Q3: 236 shares; 2018Q4: 236 shares; 2019Q1: 236 shares 236$4K<0.01%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 25 shares; 2017Q3: 25 shares; 2017Q4: 25 shares; 2018Q1: 25 shares; 2018Q2: 25 shares; 2018Q3: 25 shares; 2018Q4: 25 shares; 2019Q1: 25 shares 25$4K<0.01%0Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 50 shares; 2017Q3: 50 shares; 2017Q4: 50 shares; 2018Q1: 50 shares; 2018Q2: 50 shares; 2018Q3: 50 shares; 2018Q4: 50 shares; 2019Q1: 50 shares 50$4K<0.01%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 33 shares; 2017Q3: 0 shares; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 133 shares; 2018Q3: 137 shares; 2018Q4: not reported; 2019Q1: 137 shares 137$4K<0.01%newTimeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 195 shares; 2019Q1: 1,020 shares 1,020$4K<0.01%+825Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 478 shares; 2018Q3: 478 shares; 2018Q4: 228 shares; 2019Q1: 228 shares 228$4K<0.01%0Timeline
QMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 150 shares; 2018Q4: not reported; 2019Q1: 150 shares 150$4K<0.01%newTimeline
QVALEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 0 shares; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 150 shares; 2018Q4: not reported; 2019Q1: 150 shares 150$4K<0.01%newTimeline
TRANSCANADA CORPTRANSCANADA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 100 shares; 2017Q3: 100 shares; 2017Q4: 100 shares; 2018Q1: 100 shares; 2018Q2: 100 shares; 2018Q3: 100 shares; 2018Q4: 100 shares; 2019Q1: 100 shares 100$4K<0.01%0
VENATOR MATERIALS PLCVENATOR MATERIALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 650 shares; 2019Q1: 650 shares 650$4K<0.01%0
DISCOVER FINL SVCSDISCOVER FINL SVCSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 40 shares; 2017Q3: 40 shares; 2017Q4: 40 shares; 2018Q1: 40 shares; 2018Q2: 240 shares; 2018Q3: 40 shares; 2018Q4: 40 shares; 2019Q1: 40 shares 40$3K<0.01%0
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 10 shares; 2018Q4: 10 shares; 2019Q1: 10 shares 10$3K<0.01%0Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 18 shares; 2018Q3: 50 shares; 2018Q4: not reported; 2019Q1: 50 shares 50$3K<0.01%newTimeline
RAYTHEON CORAYTHEON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 21 shares; 2017Q3: 21 shares; 2017Q4: 21 shares; 2018Q1: 21 shares; 2018Q2: 21 shares; 2018Q3: 21 shares; 2018Q4: 21 shares; 2019Q1: 21 shares 21$3K<0.01%0
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 60 shares; 2017Q3: 60 shares; 2017Q4: 60 shares; 2018Q1: 60 shares; 2018Q2: 60 shares; 2018Q3: 60 shares; 2018Q4: 60 shares; 2019Q1: 60 shares 60$2K<0.01%0Timeline
REZIRESIDEO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 100 shares 100$2K<0.01%newTimeline
MGEEMGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 45 shares; 2018Q4: not reported; 2019Q1: 45 shares 45$2K<0.01%newTimeline
CHINA UNICOM HONG KONGCHINA UNICOM HONG KONGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 190 shares; 2017Q3: 190 shares; 2017Q4: 190 shares; 2018Q1: 190 shares; 2018Q2: 190 shares; 2018Q3: 190 shares; 2018Q4: 190 shares; 2019Q1: 190 shares 190$2K<0.01%0
KEY ENERGY SVCS INC DELKEY ENERGY SVCS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 150 shares; 2018Q1: 150 shares; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 500 shares 500$2K<0.01%new
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 5 shares; 2017Q3: 5 shares; 2017Q4: 5 shares; 2018Q1: 5 shares; 2018Q2: 5 shares; 2018Q3: 5 shares; 2018Q4: 5 shares; 2019Q1: 5 shares 5$1K<0.01%0Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 234 shares; 2017Q3: 24 shares; 2017Q4: 24 shares; 2018Q1: 24 shares; 2018Q2: 24 shares; 2018Q3: 24 shares; 2018Q4: 24 shares; 2019Q1: 24 shares 24$1K<0.01%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 12 shares; 2017Q3: 12 shares; 2017Q4: 2,932 shares; 2018Q1: 12 shares; 2018Q2: 12 shares; 2018Q3: 12 shares; 2018Q4: 12 shares; 2019Q1: 12 shares 12$1K<0.01%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 9 shares; 2018Q4: not reported; 2019Q1: 9 shares 9$1K<0.01%newTimeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 26 shares; 2017Q3: 26 shares; 2017Q4: 26 shares; 2018Q1: 26 shares; 2018Q2: 26 shares; 2018Q3: 26 shares; 2018Q4: 26 shares; 2019Q1: 26 shares 26$1K<0.01%0Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: 100 shares; 2017Q4: 100 shares; 2018Q1: 100 shares; 2018Q2: 100 shares; 2018Q3: 100 shares; 2018Q4: 100 shares; 2019Q1: 100 shares 100$1K<0.01%0Timeline
GTXGARRETT MOTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 100 shares; 2019Q1: 60 shares 60$1K<0.01%-40Timeline
MICRO FOCUS INTL PLC NPV ADRMICRO FOCUS INTL PLC NPV ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: 42 shares; 2017Q4: 42 shares; 2018Q1: 42 shares; 2018Q2: 42 shares; 2018Q3: 42 shares; 2018Q4: 42 shares; 2019Q1: 42 shares 42$1K<0.01%0
FLOTEK INDS INC DELFLOTEK INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 385 shares; 2019Q1: 385 shares 385$1K<0.01%0
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4 shares; 2018Q1: 4 shares; 2018Q2: 8 shares; 2018Q3: 8 shares; 2018Q4: 8 shares; 2019Q1: 8 shares 8$00%0Value filed as zero, left out of ratios.Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 6 shares; 2018Q1: 6 shares; 2018Q2: 6 shares; 2018Q3: 6 shares; 2018Q4: 6 shares; 2019Q1: 6 shares 6$00%0Value filed as zero, left out of ratios.Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 1 shares; 2018Q2: 1 shares; 2018Q3: 1 shares; 2018Q4: 1 shares; 2019Q1: 1 shares 1$00%0Value filed as zero, left out of ratios.Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 2 shares 2$00%newValue filed as zero, left out of ratios.Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 47 shares; 2017Q3: 47 shares; 2017Q4: 47 shares; 2018Q1: 47 shares; 2018Q2: 47 shares; 2018Q3: 47 shares; 2018Q4: 47 shares; 2019Q1: 47 shares 47$00%0Value filed as zero, left out of ratios.Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 7 shares; 2018Q4: 7 shares; 2019Q1: 7 shares 7$00%0Value filed as zero, left out of ratios.Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 13 shares; 2017Q3: 13 shares; 2017Q4: 13 shares; 2018Q1: 13 shares; 2018Q2: 13 shares; 2018Q3: 13 shares; 2018Q4: 13 shares; 2019Q1: 13 shares 13$00%0Value filed as zero, left out of ratios.Timeline
BHCBAUSCH HEALTH COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 32 shares; 2018Q4: 32 shares; 2019Q1: 32 shares 32$00%0Value filed as zero, left out of ratios.Timeline
PRGOPERRIGO CO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 1 shares; 2017Q3: 1 shares; 2017Q4: 1 shares; 2018Q1: 1 shares; 2018Q2: 1 shares; 2018Q3: 1 shares; 2018Q4: 1 shares; 2019Q1: 1 shares 1$00%0Value filed as zero, left out of ratios.Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 1,500 shares; 2018Q4: 1,500 shares; 2019Q1: 1,500 shares 1,500$00%0Value filed as zero, left out of ratios.Timeline
ALTALTIMMUNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 26 shares; 2018Q4: 26 shares; 2019Q1: 26 shares 26$00%0Value filed as zero, left out of ratios.Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: 15 shares; 2017Q4: 15 shares; 2018Q1: 15 shares; 2018Q2: 87 shares; 2018Q3: 15 shares; 2018Q4: 15 shares; 2019Q1: 15 shares 15$00%0Value filed as zero, left out of ratios.Timeline
VECTOR GROUP LTDVECTOR GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 48 shares; 2018Q4: 48 shares; 2019Q1: 48 shares 48$00%0Value filed as zero, left out of ratios.
PERSPECTA INCPERSPECTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 13 shares; 2018Q3: 13 shares; 2018Q4: 13 shares; 2019Q1: 13 shares 13$00%0Value filed as zero, left out of ratios.
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4 shares; 2018Q1: 4 shares; 2018Q2: 4 shares; 2018Q3: 4 shares; 2018Q4: 4 shares; 2019Q1: 4 shares 4$00%0Value filed as zero, left out of ratios.Timeline
FRONTIER COMMUNICATIONS CORPFRONTIER COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 49 shares; 2017Q3: 49 shares; 2017Q4: 49 shares; 2018Q1: 49 shares; 2018Q2: 49 shares; 2018Q3: 49 shares; 2018Q4: 49 shares; 2019Q1: 49 shares 49$00%0Value filed as zero, left out of ratios.
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 8 shares; 2018Q1: 8 shares; 2018Q2: 8 shares; 2018Q3: 8 shares; 2018Q4: 8 shares; 2019Q1: 8 shares 8$00%0Value filed as zero, left out of ratios.Timeline
SANOFISANOFIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 485 shares; 2017Q3: 485 shares; 2017Q4: 485 shares; 2018Q1: 485 shares; 2018Q2: 485 shares; 2018Q3: 485 shares; 2018Q4: 485 shares; 2019Q1: 485 shares 485$00%0Value filed as zero, left out of ratios.
AMERICAN INTL GROUP INCAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 502 shares; 2017Q3: 502 shares; 2017Q4: 2 shares; 2018Q1: 2 shares; 2018Q2: 2 shares; 2018Q3: 2 shares; 2018Q4: 2 shares; 2019Q1: 2 shares 2$00%0Value filed as zero, left out of ratios.
PROSHARES TRPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 500 shares; 2019Q1: 0 shares 0$00%-500Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
ADAPYADAPTIMMUNE THERAPEUTICS PLC SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 50 shares; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 66 shares; 2019Q1: 66 shares 66$00%0Value filed as zero, left out of ratios.Timeline
CTI BIOPHARMA CORPCTI BIOPHARMA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 6 shares; 2017Q3: 6 shares; 2017Q4: 6 shares; 2018Q1: 6 shares; 2018Q2: 6 shares; 2018Q3: 6 shares; 2018Q4: 6 shares; 2019Q1: 6 shares 6$00%0Value filed as zero, left out of ratios.
SGYPQSYNERGY PHARMACEUTICALS DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 228 shares; 2018Q3: 228 shares; 2018Q4: 228 shares; 2019Q1: 228 shares 228$00%0Value filed as zero, left out of ratios.Timeline
CLUBQTOWN SPORTS INTL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q2: 200 shares; 2017Q3: 200 shares; 2017Q4: 200 shares; 2018Q1: 200 shares; 2018Q2: 200 shares; 2018Q3: 200 shares; 2018Q4: 200 shares; 2019Q1: 200 shares 200$00%0Value filed as zero, left out of ratios.Timeline

Sold out in Q1 2019

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SJBPROSHARES TR1,500$34Kshares
WISDOMTREE JAPAN HDG QLYWISDOMTREE JAPAN HDG QLY1,085$26Kshares
UNITED TECHNOLOGIES CORPUNITED TECHNOLOGIES CORP87$10Kshares
BCIABRDN ETFS326$7Kshares
PROSHARES TR IIPROSHARES TR II200$5Kshares
DIREXION SHS ETF TRDIREXION SHS ETF TR150$4Kshares
WMTWALMART INC29$3Kshares
SDGISHARES TR35$2Kshares
DELPHI TECHNOLOGIES PLCDELPHI TECHNOLOGIES PLC150$2Kshares
CGWINVESCO EXCH TRADED FD TR II7$0shares
WTMFWISDOMTREE TR12$0shares

How Q1 2019 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 0001484721-19-000004 base2019-04-25acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001484721-19-000004 Quarter ended 2019-03-312019-04-25acceptance time not in the bulk data set
13F-HR 0001484721-19-000001 Quarter ended 2018-12-312019-01-16acceptance time not in the bulk data set
13F-HR 0001484721-18-000005 Quarter ended 2018-09-302018-10-29acceptance time not in the bulk data set
13F-HR 0001484721-18-000004 Quarter ended 2018-06-302018-07-16acceptance time not in the bulk data set
13F-HR 0001484721-18-000003 Quarter ended 2018-03-312018-04-25acceptance time not in the bulk data set
13F-HR 0001484721-18-000002 Quarter ended 2017-12-312018-01-25acceptance time not in the bulk data set
13F-HR 0001484721-17-000005 Quarter ended 2017-09-302017-11-13acceptance time not in the bulk data set
13F-HR 0001484721-17-000004 Quarter ended 2017-06-302017-08-08acceptance time not in the bulk data set
13F-HR 0001484721-17-000003 Quarter ended 2017-03-312017-05-11acceptance time not in the bulk data set
13F-HR 0001484721-17-000002 Quarter ended 2016-12-312017-02-09acceptance time not in the bulk data set
13F-HR 0001484721-16-000010 Quarter ended 2016-09-302016-11-07acceptance time not in the bulk data set
13F-HR 0001484721-16-000009 Quarter ended 2016-06-302016-07-14acceptance time not in the bulk data set
13F-HR 0001484721-16-000008 Quarter ended 2016-03-312016-04-11acceptance time not in the bulk data set
13F-HR 0001484721-16-000006 Quarter ended 2015-12-312016-01-27acceptance time not in the bulk data set
13F-HR 0001484721-15-000005 Quarter ended 2015-09-302015-10-21acceptance time not in the bulk data set
13F-HR 0001484721-15-000004 Quarter ended 2015-06-302015-07-07acceptance time not in the bulk data set
13F-HR 0001484721-15-000003 Quarter ended 2015-03-312015-04-14acceptance time not in the bulk data set
13F-HR 0001484721-15-000002 Quarter ended 2014-12-312015-01-23acceptance time not in the bulk data set
13F-HR 0001484721-14-000005 Quarter ended 2014-09-302014-10-22acceptance time not in the bulk data set
13F-HR 0001484721-14-000004 Quarter ended 2014-06-302014-07-29acceptance time not in the bulk data set
13F-HR 0001484721-14-000003 Quarter ended 2014-03-312014-04-23acceptance time not in the bulk data set
13F-HR 0001484721-14-000001 Quarter ended 2013-12-312014-01-21acceptance time not in the bulk data set
13F-HR 0001484721-13-000006 Quarter ended 2013-09-302013-10-22acceptance time not in the bulk data set
13F-HR 0001484721-13-000005 Quarter ended 2013-06-302013-07-23acceptance time not in the bulk data set