SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 272,941 shares; 2019Q1: 260,061 shares; 2019Q2: 273,191 shares; 2019Q3: 267,905 shares; 2019Q4: 263,955 shares; 2020Q1: 257,523 shares; 2020Q2: 247,005 shares; 2020Q3: 231,423 shares 231,423 $77.5M 25.96% -15,582 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 70,118 shares; 2019Q1: 74,091 shares; 2019Q2: 119,986 shares; 2019Q3: 136,943 shares; 2019Q4: 132,781 shares; 2020Q1: 185,145 shares; 2020Q2: 217,258 shares; 2020Q3: 226,983 shares 226,983 $26.8M 8.98% +9,725 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 157,050 shares; 2019Q1: 156,895 shares; 2019Q2: 156,820 shares; 2019Q3: 156,820 shares; 2019Q4: 156,820 shares; 2020Q1: 156,625 shares; 2020Q2: 156,225 shares; 2020Q3: 155,140 shares 155,140 $21.6M 7.22% -1,085 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 119,658 shares; 2019Q1: 119,658 shares; 2019Q2: 119,588 shares; 2019Q3: 119,588 shares; 2019Q4: 119,538 shares; 2020Q1: 119,278 shares; 2020Q2: 119,278 shares; 2020Q3: 119,278 shares 119,278 $13M 4.35% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 121,675 shares; 2019Q1: 117,605 shares; 2019Q2: 116,475 shares; 2019Q3: 114,155 shares; 2019Q4: 203,205 shares; 2020Q1: 200,760 shares; 2020Q2: 160,570 shares; 2020Q3: 150,755 shares 150,755 $12M 4.04% -9,815 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 127,333 shares; 2019Q1: 124,548 shares; 2019Q2: 125,048 shares; 2019Q3: 129,643 shares; 2019Q4: 128,681 shares; 2020Q1: 128,441 shares; 2020Q2: 128,191 shares; 2020Q3: 125,941 shares 125,941 $11M 3.7% -2,250 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 158,207 shares; 2019Q1: 162,071 shares; 2019Q2: 163,165 shares; 2019Q3: 163,300 shares; 2019Q4: 159,470 shares; 2020Q1: 155,410 shares; 2020Q2: 155,505 shares; 2020Q3: 160,260 shares 160,260 $8.8M 2.95% +4,755 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 128,845 shares; 2019Q1: 126,365 shares; 2019Q2: 96,510 shares; 2019Q3: 96,260 shares; 2019Q4: 93,872 shares; 2020Q1: 95,472 shares; 2020Q2: 85,397 shares; 2020Q3: 74,457 shares 74,457 $8.76M 2.93% -10,940 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 25,243 shares; 2019Q1: 24,543 shares; 2019Q2: 24,099 shares; 2019Q3: 24,109 shares; 2019Q4: 21,649 shares; 2020Q1: 15,259 shares; 2020Q2: 15,174 shares; 2020Q3: 50,740 shares 50,740 $5.88M 1.97% +35,566 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 109,905 shares; 2019Q1: 109,705 shares; 2019Q2: 108,630 shares; 2019Q3: 108,840 shares; 2019Q4: 108,085 shares; 2020Q1: 108,085 shares; 2020Q2: 109,265 shares; 2020Q3: 109,935 shares 109,935 $5.43M 1.82% +670 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 9,287 shares; 2019Q1: 7,587 shares; 2019Q2: 7,617 shares; 2019Q3: 7,503 shares; 2019Q4: 7,492 shares; 2020Q1: 7,492 shares; 2020Q2: 43,017 shares; 2020Q3: 33,935 shares 33,935 $5.08M 1.7% -9,082 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 10,720 shares; 2019Q1: 12,610 shares; 2019Q2: 12,610 shares; 2019Q3: 271,045 shares; 2019Q4: 10,965 shares; 2020Q1: 10,965 shares; 2020Q2: 16,615 shares; 2020Q3: 261,458 shares 261,458 $4.7M 1.57% +244,843 MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 12,376 shares; 2019Q1: 12,071 shares; 2019Q2: 11,971 shares; 2019Q3: 11,768 shares; 2019Q4: 11,854 shares; 2020Q1: 11,917 shares; 2020Q2: 11,822 shares; 2020Q3: 11,999 shares 11,999 $4.07M 1.36% +177 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: 84,269 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,203 shares; 2020Q3: 74,512 shares 74,512 $3.93M 1.32% +64,309 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 4,085 shares; 2019Q1: 3,915 shares; 2019Q2: 3,870 shares; 2019Q3: 3,810 shares; 2019Q4: 3,735 shares; 2020Q1: 25,325 shares; 2020Q2: 26,878 shares; 2020Q3: 27,948 shares 27,948 $3.76M 1.26% +1,070 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 54,720 shares; 2019Q1: 4,485 shares; 2019Q2: 4,220 shares; 2019Q3: 3,710 shares; 2019Q4: 40,000 shares; 2020Q1: 41,195 shares; 2020Q2: 64,685 shares; 2020Q3: 35,595 shares 35,595 $3.75M 1.26% -29,090 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 6,670 shares; 2019Q1: 6,670 shares; 2019Q2: 7,210 shares; 2019Q3: 7,210 shares; 2019Q4: 7,385 shares; 2020Q1: 7,385 shares; 2020Q2: 7,385 shares; 2020Q3: 9,916 shares 9,916 $3.33M 1.12% +2,531 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 48,634 shares; 2019Q1: 105,434 shares; 2019Q2: 104,744 shares; 2019Q3: 46,508 shares; 2019Q4: 51,053 shares; 2020Q1: 52,951 shares; 2020Q2: 50,021 shares; 2020Q3: 50,604 shares 50,604 $3.22M 1.08% +583 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 124 shares; 2019Q1: 124 shares; 2019Q2: 40 shares; 2019Q3: 40 shares; 2019Q4: 40 shares; 2020Q1: 40 shares; 2020Q2: 40 shares; 2020Q3: 10 shares 10 $3.2M 1.07% -30 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 52,693 shares; 2019Q1: 50,861 shares; 2019Q2: 50,431 shares; 2019Q3: 50,269 shares; 2019Q4: 51,644 shares; 2020Q1: 51,398 shares; 2020Q2: 51,168 shares; 2020Q3: 44,975 shares 44,975 $3.16M 1.06% -6,193 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 3,780 shares; 2019Q1: 3,450 shares; 2019Q2: 3,450 shares; 2019Q3: 6,850 shares; 2019Q4: 6,786 shares; 2020Q1: 6,911 shares; 2020Q2: 7,041 shares; 2020Q3: 10,810 shares 10,810 $3M 1.01% +3,769 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 67,475 shares; 2019Q1: 65,969 shares; 2019Q2: 65,072 shares; 2019Q3: 61,987 shares; 2019Q4: 67,412 shares; 2020Q1: 70,030 shares; 2020Q2: 66,405 shares; 2020Q3: 66,051 shares 66,051 $2.91M 0.98% -354 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 18,282 shares; 2019Q1: 17,747 shares; 2019Q2: 17,572 shares; 2019Q3: 17,512 shares; 2019Q4: 17,172 shares; 2020Q1: 17,172 shares; 2020Q2: 15,502 shares; 2020Q3: 14,802 shares 14,802 $2.2M 0.74% -700 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 14,115 shares; 2019Q1: 14,045 shares; 2019Q2: 13,230 shares; 2019Q3: 12,515 shares; 2019Q4: 11,930 shares; 2020Q1: 11,410 shares; 2020Q2: 11,070 shares; 2020Q3: 10,220 shares 10,220 $2.15M 0.72% -850 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 57,416 shares; 2019Q1: 51,346 shares; 2019Q2: 50,746 shares; 2019Q3: 51,401 shares; 2019Q4: 48,584 shares; 2020Q1: 55,349 shares; 2020Q2: 54,779 shares; 2020Q3: 50,104 shares 50,104 $1.84M 0.62% -4,675 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 14,183 shares; 2019Q1: 14,183 shares; 2019Q2: 14,183 shares; 2019Q3: 14,183 shares; 2019Q4: 13,275 shares; 2020Q1: 12,775 shares; 2020Q2: 12,775 shares; 2020Q3: 11,575 shares 11,575 $1.82M 0.61% -1,200 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 23,101 shares; 2019Q1: 22,771 shares; 2019Q2: 21,776 shares; 2019Q3: 21,776 shares; 2019Q4: 21,714 shares; 2020Q1: 21,714 shares; 2020Q2: 21,714 shares; 2020Q3: 21,714 shares 21,714 $1.8M 0.6% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 29,404 shares; 2019Q1: 27,924 shares; 2019Q2: 27,174 shares; 2019Q3: 26,504 shares; 2019Q4: 25,444 shares; 2020Q1: 24,225 shares; 2020Q2: 23,920 shares; 2020Q3: 19,110 shares 19,110 $1.77M 0.59% -4,810 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 605 shares; 2019Q1: 605 shares; 2019Q2: 605 shares; 2019Q3: 605 shares; 2019Q4: 605 shares; 2020Q1: 585 shares; 2020Q2: 560 shares; 2020Q3: 535 shares 535 $1.69M 0.56% -25 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 207,773 shares; 2019Q1: 212,408 shares; 2019Q2: 214,288 shares; 2019Q3: 168,005 shares; 2019Q4: 171,765 shares; 2020Q1: 45,045 shares; 2020Q2: 30,650 shares; 2020Q3: 30,515 shares 30,515 $1.55M 0.52% -135 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 13,483 shares; 2019Q1: 13,483 shares; 2019Q2: 13,483 shares; 2019Q3: 13,483 shares; 2019Q4: 13,483 shares; 2020Q1: 13,483 shares; 2020Q2: 13,483 shares; 2020Q3: 13,483 shares 13,483 $1.34M 0.45% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 9,748 shares; 2019Q1: 9,748 shares; 2019Q2: 9,748 shares; 2019Q3: 9,748 shares; 2019Q4: 9,748 shares; 2020Q1: 9,748 shares; 2020Q2: 9,748 shares; 2020Q3: 9,748 shares 9,748 $1.33M 0.45% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 13,944 shares; 2019Q1: 74,544 shares; 2019Q2: 11,814 shares; 2019Q3: 11,789 shares; 2019Q4: 12,073 shares; 2020Q1: 12,073 shares; 2020Q2: 12,041 shares; 2020Q3: 11,306 shares 11,306 $1.32M 0.44% -735 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 18,017 shares; 2019Q1: 17,372 shares; 2019Q2: 16,702 shares; 2019Q3: 15,809 shares; 2019Q4: 15,747 shares; 2020Q1: 17,977 shares; 2020Q2: 16,892 shares; 2020Q3: 16,922 shares 16,922 $1.22M 0.41% +30 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 12,130 shares; 2019Q1: 10,977 shares; 2019Q2: 10,672 shares; 2019Q3: 10,017 shares; 2019Q4: 9,462 shares; 2020Q1: 9,177 shares; 2020Q2: 9,127 shares; 2020Q3: 6,932 shares 6,932 $1.16M 0.39% -2,195 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 48,668 shares; 2019Q1: 45,452 shares; 2019Q2: 40,552 shares; 2019Q3: 39,087 shares; 2019Q4: 39,737 shares; 2020Q1: 36,037 shares; 2020Q2: 34,582 shares; 2020Q3: 33,492 shares 33,492 $1.15M 0.38% -1,090 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 64,520 shares; 2019Q1: 63,340 shares; 2019Q2: 62,930 shares; 2019Q3: 223,195 shares; 2019Q4: 218,320 shares; 2020Q1: 88,745 shares; 2020Q2: 81,075 shares; 2020Q3: 75,390 shares 75,390 $1.11M 0.37% -5,685 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 19,731 shares; 2019Q1: 18,371 shares; 2019Q2: 18,191 shares; 2019Q3: 17,931 shares; 2019Q4: 17,686 shares; 2020Q1: 17,451 shares; 2020Q2: 17,416 shares; 2020Q3: 13,446 shares 13,446 $1.1M 0.37% -3,970 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 30,784 shares; 2019Q1: 20,879 shares; 2019Q2: 18,766 shares; 2019Q3: 18,054 shares; 2019Q4: 16,166 shares; 2020Q1: 20,906 shares; 2020Q2: 20,231 shares; 2020Q3: 17,406 shares 17,406 $1.03M 0.35% -2,825 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 36,033 shares; 2019Q1: 29,043 shares; 2019Q2: 26,938 shares; 2019Q3: 25,738 shares; 2019Q4: 25,253 shares; 2020Q1: 30,618 shares; 2020Q2: 29,113 shares; 2020Q3: 26,053 shares 26,053 $1.03M 0.34% -3,060 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 91,210 shares; 2019Q1: 89,060 shares; 2019Q2: 89,375 shares; 2019Q3: 84,065 shares; 2019Q4: 23,700 shares; 2020Q1: 22,825 shares; 2020Q2: 22,720 shares; 2020Q3: 17,145 shares 17,145 $1.02M 0.34% -5,575 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 11,471 shares; 2019Q1: 11,321 shares; 2019Q2: 11,121 shares; 2019Q3: 11,348 shares; 2019Q4: 9,521 shares; 2020Q1: 9,171 shares; 2020Q2: 9,171 shares; 2020Q3: 7,246 shares 7,246 $1.01M 0.34% -1,925 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 27,648 shares; 2019Q1: 26,573 shares; 2019Q2: 26,373 shares; 2019Q3: 26,373 shares; 2019Q4: 25,360 shares; 2020Q1: 24,860 shares; 2020Q2: 24,060 shares; 2020Q3: 19,475 shares 19,475 $1.01M 0.34% -4,585 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,075 shares; 2019Q1: 5,075 shares; 2019Q2: 5,075 shares; 2019Q3: 5,075 shares; 2019Q4: 5,075 shares; 2020Q1: 5,075 shares; 2020Q2: 4,975 shares; 2020Q3: 3,825 shares 3,825 $1M 0.34% -1,150 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 11,488 shares; 2019Q1: 11,978 shares; 2019Q2: 11,973 shares; 2019Q3: 11,973 shares; 2019Q4: 10,800 shares; 2020Q1: 11,530 shares; 2020Q2: 9,800 shares; 2020Q3: 8,155 shares 8,155 $993K 0.33% -1,645 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,565 shares; 2019Q1: 5,515 shares; 2019Q2: 5,915 shares; 2019Q3: 5,565 shares; 2019Q4: 5,565 shares; 2020Q1: 5,565 shares; 2020Q2: 5,445 shares; 2020Q3: 4,920 shares 4,920 $969K 0.32% -525 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 24,809 shares; 2019Q1: 35,719 shares; 2019Q2: 34,094 shares; 2019Q3: 36,749 shares; 2019Q4: 43,594 shares; 2020Q1: 32,914 shares; 2020Q2: 35,361 shares; 2020Q3: 32,736 shares 32,736 $933K 0.31% -2,625 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 3,980 shares; 2019Q1: 3,730 shares; 2019Q2: 3,485 shares; 2019Q3: 3,365 shares; 2019Q4: 3,240 shares; 2020Q1: 3,340 shares; 2020Q2: 3,840 shares; 2020Q3: 3,045 shares 3,045 $846K 0.28% -795 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,865 shares; 2019Q1: 5,610 shares; 2019Q2: 5,310 shares; 2019Q3: 5,097 shares; 2019Q4: 4,420 shares; 2020Q1: 4,185 shares; 2020Q2: 3,935 shares; 2020Q3: 3,790 shares 3,790 $832K 0.28% -145 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 26,630 shares; 2019Q1: 22,335 shares; 2019Q2: 21,885 shares; 2019Q3: 29,950 shares; 2019Q4: 28,710 shares; 2020Q1: 27,300 shares; 2020Q2: 29,013 shares; 2020Q3: 22,095 shares 22,095 $805K 0.27% -6,918 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 11,335 shares; 2019Q1: 17,955 shares; 2019Q2: 17,010 shares; 2019Q3: 17,890 shares; 2019Q4: 23,560 shares; 2020Q1: 23,445 shares; 2020Q2: 23,395 shares; 2020Q3: 20,040 shares 20,040 $774K 0.26% -3,355 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 12,380 shares; 2019Q1: 12,245 shares; 2019Q2: 11,660 shares; 2019Q3: 11,850 shares; 2019Q4: 11,525 shares; 2020Q1: 11,170 shares; 2020Q2: 11,355 shares; 2020Q3: 8,475 shares 8,475 $751K 0.25% -2,880 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 11,098 shares; 2019Q1: 10,098 shares; 2019Q2: 10,098 shares; 2019Q3: 10,245 shares; 2019Q4: 10,098 shares; 2020Q1: 9,938 shares; 2020Q2: 9,938 shares; 2020Q3: 9,938 shares 9,938 $745K 0.25% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 6,125 shares; 2019Q1: 6,125 shares; 2019Q2: 6,025 shares; 2019Q3: 5,975 shares; 2019Q4: 5,925 shares; 2020Q1: 5,755 shares; 2020Q2: 5,115 shares; 2020Q3: 5,340 shares 5,340 $741K 0.25% +225 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 23,785 shares; 2019Q1: 24,325 shares; 2019Q2: 23,595 shares; 2019Q3: 24,525 shares; 2019Q4: 24,580 shares; 2020Q1: 23,645 shares; 2020Q2: 23,730 shares; 2020Q3: 18,805 shares 18,805 $711K 0.24% -4,925 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 14,732 shares; 2019Q1: 14,532 shares; 2019Q2: 12,031 shares; 2019Q3: 12,031 shares; 2019Q4: 12,031 shares; 2020Q1: 12,031 shares; 2020Q2: 12,031 shares; 2020Q3: 12,031 shares 12,031 $692K 0.23% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,495 shares; 2019Q1: 2,495 shares; 2019Q2: 2,400 shares; 2019Q3: 2,400 shares; 2019Q4: 2,375 shares; 2020Q1: 3,485 shares; 2020Q2: 3,985 shares; 2020Q3: 4,135 shares 4,135 $684K 0.23% +150 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,095 shares; 2019Q1: 5,030 shares; 2019Q2: 5,000 shares; 2019Q3: 4,950 shares; 2019Q4: 4,505 shares; 2020Q1: 4,205 shares; 2020Q2: 4,130 shares; 2020Q3: 3,705 shares 3,705 $656K 0.22% -425 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 18,915 shares; 2019Q1: 18,340 shares; 2019Q2: 17,465 shares; 2019Q3: 23,840 shares; 2019Q4: 21,220 shares; 2020Q1: 16,365 shares; 2020Q2: 16,210 shares; 2020Q3: 13,595 shares 13,595 $632K 0.21% -2,615 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 4,145 shares; 2019Q1: 4,145 shares; 2019Q2: 4,145 shares; 2019Q3: 4,145 shares; 2019Q4: 4,145 shares; 2020Q1: 4,050 shares; 2020Q2: 4,050 shares; 2020Q3: 4,050 shares 4,050 $604K 0.2% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 10,350 shares; 2019Q1: 15,770 shares; 2019Q2: 20,325 shares; 2019Q3: 20,625 shares; 2019Q4: 26,905 shares; 2020Q1: 17,315 shares; 2020Q2: 14,415 shares; 2020Q3: 9,550 shares 9,550 $575K 0.19% -4,865 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,650 shares; 2019Q1: 2,650 shares; 2019Q2: 2,650 shares; 2019Q3: 2,650 shares; 2019Q4: 2,650 shares; 2020Q1: 2,650 shares; 2020Q2: 2,650 shares; 2020Q3: 2,650 shares 2,650 $567K 0.19% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5,355 shares; 2020Q2: 7,710 shares; 2020Q3: 6,860 shares 6,860 $536K 0.18% -850 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,607 shares; 2019Q1: 2,487 shares; 2019Q2: 2,487 shares; 2019Q3: 2,839 shares; 2019Q4: 3,652 shares; 2020Q1: 3,652 shares; 2020Q2: 5,245 shares; 2020Q3: 4,195 shares 4,195 $521K 0.17% -1,050 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: 6,605 shares; 2019Q2: 6,595 shares; 2019Q3: 6,595 shares; 2019Q4: 8,020 shares; 2020Q1: 7,530 shares; 2020Q2: 7,425 shares; 2020Q3: 5,000 shares 5,000 $510K 0.17% -2,425 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 8,424 shares; 2019Q1: 8,379 shares; 2019Q2: 8,244 shares; 2019Q3: 8,244 shares; 2019Q4: 8,159 shares; 2020Q1: 7,189 shares; 2020Q2: 6,289 shares; 2020Q3: 6,289 shares 6,289 $502K 0.17% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 7,771 shares; 2019Q1: 6,966 shares; 2019Q2: 6,301 shares; 2019Q3: 6,301 shares; 2019Q4: 6,301 shares; 2020Q1: 6,136 shares; 2020Q2: 5,916 shares; 2020Q3: 5,916 shares 5,916 $468K 0.16% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,025 shares; 2019Q1: 2,005 shares; 2019Q2: 2,005 shares; 2019Q3: 2,020 shares; 2019Q4: 1,995 shares; 2020Q1: 1,995 shares; 2020Q2: 1,995 shares; 2020Q3: 1,985 shares 1,985 $459K 0.15% -10 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,710 shares; 2020Q3: 4,805 shares 4,805 $457K 0.15% -905 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,485 shares; 2019Q1: 5,485 shares; 2019Q2: 5,555 shares; 2019Q3: 5,120 shares; 2019Q4: 4,775 shares; 2020Q1: 4,775 shares; 2020Q2: 4,775 shares; 2020Q3: 4,195 shares 4,195 $454K 0.15% -580 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 19,168 shares; 2019Q1: 18,935 shares; 2019Q2: 17,800 shares; 2019Q3: 16,270 shares; 2019Q4: 10,721 shares; 2020Q1: 9,626 shares; 2020Q2: 7,861 shares; 2020Q3: 5,241 shares 5,241 $453K 0.15% -2,620 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 8,685 shares; 2019Q1: 7,595 shares; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 5,855 shares; 2020Q1: not reported; 2020Q2: 15,419 shares; 2020Q3: 16,454 shares 16,454 $448K 0.15% +1,035 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 18,423 shares; 2019Q1: 16,378 shares; 2019Q2: 16,343 shares; 2019Q3: 17,318 shares; 2019Q4: 24,208 shares; 2020Q1: 26,903 shares; 2020Q2: 18,523 shares; 2020Q3: 17,943 shares 17,943 $447K 0.15% -580 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 10,760 shares; 2019Q1: 6,425 shares; 2019Q2: 6,425 shares; 2019Q3: 6,425 shares; 2019Q4: 5,205 shares; 2020Q1: 4,400 shares; 2020Q2: 2,950 shares; 2020Q3: 2,995 shares 2,995 $442K 0.15% +45 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 33,445 shares; 2019Q1: 34,105 shares; 2019Q2: 34,020 shares; 2019Q3: 32,770 shares; 2019Q4: 32,795 shares; 2020Q1: 33,080 shares; 2020Q2: 28,315 shares; 2020Q3: 24,550 shares 24,550 $437K 0.15% -3,765 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 8,222 shares; 2020Q3: 8,032 shares 8,032 $435K 0.15% -190 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,200 shares; 2019Q1: 1,200 shares; 2019Q2: 1,200 shares; 2019Q3: 1,200 shares; 2019Q4: 1,200 shares; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,200 shares 1,200 $433K 0.15% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 21,000 shares; 2019Q1: 19,000 shares; 2019Q2: 18,000 shares; 2019Q3: 14,500 shares; 2019Q4: 14,500 shares; 2020Q1: 13,500 shares; 2020Q2: 13,500 shares; 2020Q3: 12,785 shares 12,785 $433K 0.15% -715 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 31,180 shares 31,180 $426K 0.14% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 3,178 shares; 2019Q1: 3,128 shares; 2019Q2: 3,128 shares; 2019Q3: 3,558 shares; 2019Q4: 3,363 shares; 2020Q1: 3,360 shares; 2020Q2: 3,360 shares; 2020Q3: 3,360 shares 3,360 $425K 0.14% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,625 shares; 2020Q3: 5,445 shares 5,445 $425K 0.14% -180 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 65,586 shares; 2019Q1: 65,586 shares; 2019Q2: 63,946 shares; 2019Q3: 63,766 shares; 2019Q4: 62,545 shares; 2020Q1: 63,345 shares; 2020Q2: 65,295 shares; 2020Q3: 65,295 shares 65,295 $407K 0.14% 0 VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 7,605 shares; 2019Q1: 7,605 shares; 2019Q2: 7,605 shares; 2019Q3: 7,605 shares; 2019Q4: 7,445 shares; 2020Q1: 7,445 shares; 2020Q2: 7,445 shares; 2020Q3: 5,145 shares 5,145 $406K 0.14% -2,300 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,850 shares; 2019Q1: 2,850 shares; 2019Q2: 2,850 shares; 2019Q3: 2,850 shares; 2019Q4: 2,850 shares; 2020Q1: 2,850 shares; 2020Q2: 2,850 shares; 2020Q3: 2,850 shares 2,850 $398K 0.13% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 9,276 shares; 2020Q3: 8,901 shares 8,901 $390K 0.13% -375 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 9,628 shares; 2019Q1: 10,458 shares; 2019Q2: 10,523 shares; 2019Q3: 10,426 shares; 2019Q4: 3,618 shares; 2020Q1: 6,018 shares; 2020Q2: 9,133 shares; 2020Q3: 6,028 shares 6,028 $381K 0.13% -3,105 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 6,606 shares; 2020Q3: 6,101 shares 6,101 $380K 0.13% -505 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,914 shares; 2019Q1: 5,914 shares; 2019Q2: 5,914 shares; 2019Q3: 5,914 shares; 2019Q4: 5,139 shares; 2020Q1: 4,839 shares; 2020Q2: 4,839 shares; 2020Q3: 3,939 shares 3,939 $379K 0.13% -900 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 30,815 shares; 2019Q1: 25,360 shares; 2019Q2: 25,245 shares; 2019Q3: 17,620 shares; 2019Q4: 18,100 shares; 2020Q1: 18,465 shares; 2020Q2: 18,050 shares; 2020Q3: 14,500 shares 14,500 $378K 0.13% -3,550 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 9,788 shares; 2019Q1: 9,788 shares; 2019Q2: 9,788 shares; 2019Q3: 9,788 shares; 2019Q4: 9,713 shares; 2020Q1: 9,713 shares; 2020Q2: 9,713 shares; 2020Q3: 6,215 shares 6,215 $371K 0.12% -3,498 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: 700 shares; 2019Q2: 700 shares; 2019Q3: not reported; 2019Q4: 700 shares; 2020Q1: 700 shares; 2020Q2: not reported; 2020Q3: 700 shares 700 $350K 0.12% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 3,210 shares; 2019Q1: 3,210 shares; 2019Q2: 3,210 shares; 2019Q3: 3,695 shares; 2019Q4: 4,415 shares; 2020Q1: 3,470 shares; 2020Q2: 3,470 shares; 2020Q3: 2,175 shares 2,175 $348K 0.12% -1,295 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,600 shares; 2019Q1: 1,600 shares; 2019Q2: 1,600 shares; 2019Q3: 1,600 shares; 2019Q4: 1,600 shares; 2020Q1: 1,600 shares; 2020Q2: 1,600 shares; 2020Q3: 1,600 shares 1,600 $336K 0.11% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 4,142 shares; 2019Q1: 4,142 shares; 2019Q2: 4,142 shares; 2019Q3: 4,142 shares; 2019Q4: 4,142 shares; 2020Q1: 4,142 shares; 2020Q2: 4,142 shares; 2020Q3: 4,142 shares 4,142 $333K 0.11% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 8,370 shares; 2019Q1: 8,170 shares; 2019Q2: 8,170 shares; 2019Q3: 15,975 shares; 2019Q4: 15,960 shares; 2020Q1: 10,320 shares; 2020Q2: 10,320 shares; 2020Q3: 9,980 shares 9,980 $329K 0.11% -340 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,833 shares; 2019Q1: 1,803 shares; 2019Q2: 1,353 shares; 2019Q3: 1,353 shares; 2019Q4: 1,353 shares; 2020Q1: 1,310 shares; 2020Q2: 1,310 shares; 2020Q3: 1,175 shares 1,175 $326K 0.11% -135 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,975 shares; 2019Q1: 1,975 shares; 2019Q2: 1,975 shares; 2019Q3: 1,975 shares; 2019Q4: 1,975 shares; 2020Q1: 1,975 shares; 2020Q2: 1,900 shares; 2020Q3: 1,900 shares 1,900 $312K 0.1% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,405 shares; 2020Q3: 5,405 shares 5,405 $311K 0.1% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,845 shares; 2019Q1: 6,275 shares; 2019Q2: 5,415 shares; 2019Q3: 5,415 shares; 2019Q4: 5,415 shares; 2020Q1: 5,410 shares; 2020Q2: 5,395 shares; 2020Q3: 3,780 shares 3,780 $294K 0.1% -1,615 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 15,550 shares; 2019Q1: 15,550 shares; 2019Q2: 15,550 shares; 2019Q3: 15,550 shares; 2019Q4: 15,550 shares; 2020Q1: 15,550 shares; 2020Q2: 15,550 shares; 2020Q3: 15,550 shares 15,550 $289K 0.1% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,976 shares; 2019Q1: 2,916 shares; 2019Q2: 2,916 shares; 2019Q3: 2,916 shares; 2019Q4: 2,776 shares; 2020Q1: not reported; 2020Q2: 2,776 shares; 2020Q3: 2,776 shares 2,776 $285K 0.1% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 4,060 shares; 2019Q1: 3,745 shares; 2019Q2: 2,705 shares; 2019Q3: 2,705 shares; 2019Q4: 2,355 shares; 2020Q1: 2,320 shares; 2020Q2: 2,170 shares; 2020Q3: 1,920 shares 1,920 $284K 0.1% -250 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,650 shares; 2020Q3: 1,650 shares 1,650 $274K 0.09% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 3,194 shares; 2019Q1: 3,194 shares; 2019Q2: 3,194 shares; 2019Q3: 2,894 shares; 2019Q4: 2,894 shares; 2020Q1: 2,894 shares; 2020Q2: 2,694 shares; 2020Q3: 2,694 shares 2,694 $270K 0.09% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,350 shares; 2020Q1: not reported; 2020Q2: 1,350 shares; 2020Q3: 1,250 shares 1,250 $269K 0.09% -100 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 6,367 shares; 2020Q3: 6,082 shares 6,082 $267K 0.09% -285 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 6,045 shares; 2019Q1: 5,885 shares; 2019Q2: 4,895 shares; 2019Q3: 4,895 shares; 2019Q4: 4,835 shares; 2020Q1: 4,525 shares; 2020Q2: 4,480 shares; 2020Q3: 3,130 shares 3,130 $256K 0.09% -1,350 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 200 shares; 2020Q3: 570 shares 570 $245K 0.08% +370 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,765 shares; 2019Q1: 4,665 shares; 2019Q2: 4,410 shares; 2019Q3: 4,240 shares; 2019Q4: 4,240 shares; 2020Q1: not reported; 2020Q2: 4,155 shares; 2020Q3: 4,155 shares 4,155 $228K 0.08% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,406 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,000 shares 1,000 $222K 0.07% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 6,000 shares; 2019Q1: 6,000 shares; 2019Q2: 6,000 shares; 2019Q3: 6,000 shares; 2019Q4: 6,000 shares; 2020Q1: 6,000 shares; 2020Q2: 6,000 shares; 2020Q3: 6,000 shares 6,000 $219K 0.07% 0 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,000 shares 2,000 $217K 0.07% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,500 shares 1,500 $214K 0.07% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,275 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,275 shares 1,275 $207K 0.07% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 4,045 shares; 2019Q1: 3,135 shares; 2019Q2: 3,135 shares; 2019Q3: 3,135 shares; 2019Q4: 3,135 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,135 shares 3,135 $206K 0.07% new Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,865 shares 1,865 $205K 0.07% new Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 2,999 shares; 2019Q3: not reported; 2019Q4: 2,999 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,999 shares 2,999 $202K 0.07% new Timeline