AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 47,859 shares; 2017Q2: 47,217 shares; 2017Q3: 52,207 shares; 2017Q4: 51,514 shares; 2018Q1: 54,812 shares; 2018Q2: 51,944 shares; 2018Q3: 50,528 shares 50,528 $11.4M 2.62% -1,416 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 31,208 shares; 2017Q2: 34,213 shares; 2017Q3: 59,912 shares; 2017Q4: 77,717 shares; 2018Q1: 70,342 shares; 2018Q2: 67,792 shares; 2018Q3: 67,267 shares 67,267 $9.37M 2.15% -525 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 5,844 shares; 2017Q2: 5,850 shares; 2017Q3: 6,610 shares; 2017Q4: 6,285 shares; 2018Q1: 6,408 shares; 2018Q2: 7,112 shares; 2018Q3: 6,821 shares 6,821 $8.23M 1.89% -291 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 35,095 shares; 2017Q2: 35,095 shares; 2017Q3: 28,370 shares; 2017Q4: 27,820 shares; 2018Q1: 116,276 shares; 2018Q2: 191,271 shares; 2018Q3: 257,771 shares 257,771 $7.78M 1.79% +66,500 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 61,642 shares; 2017Q2: 60,977 shares; 2017Q3: 60,443 shares; 2017Q4: 58,817 shares; 2018Q1: 58,952 shares; 2018Q2: 66,072 shares; 2018Q3: 64,809 shares 64,809 $7.41M 1.7% -1,263 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 65,675 shares; 2018Q3: 132,015 shares 132,015 $6.74M 1.55% +66,340 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 30,481 shares; 2017Q2: 30,351 shares; 2017Q3: 33,441 shares; 2017Q4: 34,642 shares; 2018Q1: 35,992 shares; 2018Q2: 52,552 shares; 2018Q3: 47,802 shares 47,802 $6.61M 1.52% -4,750 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 78,172 shares; 2017Q2: 65,797 shares; 2017Q3: 76,695 shares; 2017Q4: 80,765 shares; 2018Q1: 81,100 shares; 2018Q2: 94,124 shares; 2018Q3: 87,379 shares 87,379 $6.29M 1.45% -6,745 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 6,495 shares; 2017Q2: 6,470 shares; 2017Q3: 34,000 shares; 2017Q4: 75,530 shares; 2018Q1: 61,555 shares; 2018Q2: 78,405 shares; 2018Q3: 78,470 shares 78,470 $6.28M 1.44% +65 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 4,410 shares; 2017Q3: 87,360 shares; 2017Q4: 144,115 shares; 2018Q1: 150,970 shares; 2018Q2: 136,725 shares; 2018Q3: 118,655 shares 118,655 $6.18M 1.42% -18,070 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 69,860 shares; 2017Q2: 71,505 shares; 2017Q3: 68,755 shares; 2017Q4: 71,790 shares; 2018Q1: 72,346 shares; 2018Q2: 95,045 shares; 2018Q3: 84,040 shares 84,040 $6.03M 1.39% -11,005 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 46,050 shares; 2017Q2: 57,472 shares; 2017Q3: 82,712 shares; 2017Q4: 191,087 shares; 2018Q1: 71,934 shares; 2018Q2: 43,199 shares; 2018Q3: 72,859 shares 72,859 $5.7M 1.31% +29,660 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 69,605 shares; 2017Q2: 69,530 shares; 2017Q3: 80,340 shares; 2017Q4: 79,195 shares; 2018Q1: 87,987 shares; 2018Q2: 101,912 shares; 2018Q3: 90,492 shares 90,492 $5.65M 1.3% -11,420 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 4,615 shares; 2017Q3: 10,600 shares; 2017Q4: 23,740 shares; 2018Q1: 20,945 shares; 2018Q2: 34,530 shares; 2018Q3: 64,800 shares 64,800 $5.54M 1.27% +30,270 Timeline PKW 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 90,100 shares; 2018Q3: 90,680 shares 90,680 $5.53M 1.27% +580 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 14,420 shares; 2018Q1: 31,270 shares; 2018Q2: 62,275 shares; 2018Q3: 86,990 shares 86,990 $5.3M 1.22% +24,715 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 5,765 shares; 2017Q3: 15,150 shares; 2017Q4: 23,520 shares; 2018Q1: 28,935 shares; 2018Q2: 34,584 shares; 2018Q3: 47,244 shares 47,244 $5.3M 1.22% +12,660 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; 2016Q4: restricted; 2017Q1: 44,142 shares; 2017Q2: 47,352 shares; 2017Q3: 50,422 shares; 2017Q4: 47,377 shares; 2018Q1: 46,982 shares; 2018Q2: 46,770 shares; 2018Q3: 46,810 shares 46,810 $5.28M 1.21% +40 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 32,070 shares; 2017Q2: 31,995 shares; 2017Q3: 39,840 shares; 2017Q4: 43,010 shares; 2018Q1: 43,000 shares; 2018Q2: 41,728 shares; 2018Q3: 37,633 shares 37,633 $5.24M 1.2% -4,095 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 154,605 shares; 2017Q2: 152,135 shares; 2017Q3: 164,375 shares; 2017Q4: 165,090 shares; 2018Q1: 165,555 shares; 2018Q2: 179,575 shares; 2018Q3: 176,800 shares 176,800 $5.21M 1.2% -2,775 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 10,335 shares; 2018Q2: 47,140 shares; 2018Q3: 44,275 shares 44,275 $5.18M 1.19% -2,865 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 39,830 shares; 2017Q3: 53,580 shares; 2017Q4: 58,915 shares; 2018Q1: 56,185 shares; 2018Q2: 52,845 shares; 2018Q3: 45,957 shares 45,957 $5.15M 1.18% -6,888 Timeline BROOKFIELD ASSET MANAGEMENT… BROOKFIELD ASSET MANAGEMENT IN More: the full row for BROOKFIELD ASSET MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 71,584 shares; 2017Q2: 70,239 shares; 2017Q3: 90,433 shares; 2017Q4: 89,210 shares; 2018Q1: 109,001 shares; 2018Q2: 117,958 shares; 2018Q3: 114,784 shares 114,784 $5.11M 1.17% -3,174 PSCI 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 68,089 shares; 2018Q3: 69,634 shares 69,634 $5.11M 1.17% +1,545 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 3,000 shares; 2017Q2: 3,050 shares; 2017Q3: 15,085 shares; 2017Q4: 23,680 shares; 2018Q1: 28,420 shares; 2018Q2: 45,120 shares; 2018Q3: 44,940 shares 44,940 $5.08M 1.17% -180 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 17,575 shares; 2018Q1: 43,054 shares; 2018Q2: 47,169 shares; 2018Q3: 39,059 shares 39,059 $5.07M 1.17% -8,110 Timeline QURATE RETAIL INC QURATE RETAIL INC More: the full row for QURATE RETAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 203,213 shares; 2018Q3: 223,287 shares 223,287 $4.96M 1.14% +20,074 VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 66,520 shares; 2018Q2: 95,915 shares; 2018Q3: 97,030 shares 97,030 $4.95M 1.14% +1,115 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 8,580 shares; 2017Q2: 8,605 shares; 2017Q3: 25,815 shares; 2017Q4: 31,275 shares; 2018Q1: 30,210 shares; 2018Q2: 34,328 shares; 2018Q3: 33,503 shares 33,503 $4.95M 1.14% -825 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 102,175 shares; 2018Q3: 118,815 shares 118,815 $4.91M 1.13% +16,640 Timeline DOWDUPONT INC DOWDUPONT INC More: the full row for DOWDUPONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 25,350 shares; 2017Q4: 31,150 shares; 2018Q1: 40,760 shares; 2018Q2: 80,072 shares; 2018Q3: 74,969 shares 74,969 $4.82M 1.11% -5,103 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 43,455 shares; 2017Q2: 45,700 shares; 2017Q3: 51,990 shares; 2017Q4: 46,650 shares; 2018Q1: 59,430 shares; 2018Q2: 57,884 shares; 2018Q3: 60,739 shares 60,739 $4.78M 1.1% +2,855 Timeline ALLERGAN PLC ALLERGAN PLC More: the full row for ALLERGAN PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 6,720 shares; 2017Q2: 13,160 shares; 2017Q3: 15,730 shares; 2017Q4: 20,770 shares; 2018Q1: 31,655 shares; 2018Q2: 23,034 shares; 2018Q3: 25,014 shares 25,014 $4.76M 1.1% +1,980 CSD 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 86,075 shares; 2018Q3: 86,505 shares 86,505 $4.75M 1.09% +430 Timeline BAYRY BAYER AG-SPONSORED ADR More: the full row for BAYER AG-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 12,725 shares; 2017Q2: 37,110 shares; 2017Q3: 164,180 shares; 2017Q4: 167,775 shares; 2018Q1: 191,180 shares; 2018Q2: 184,973 shares; 2018Q3: 206,523 shares 206,523 $4.57M 1.05% +21,550 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 47,295 shares; 2017Q2: 48,390 shares; 2017Q3: 47,285 shares; 2017Q4: 49,560 shares; 2018Q1: 48,330 shares; 2018Q2: 47,135 shares; 2018Q3: 46,140 shares 46,140 $4.42M 1.02% -995 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 84,174 shares; 2017Q2: 74,749 shares; 2017Q3: 84,715 shares; 2017Q4: 79,715 shares; 2018Q1: 84,725 shares; 2018Q2: 81,245 shares; 2018Q3: 94,820 shares 94,820 $4.37M 1% +13,575 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 13,550 shares; 2017Q2: 15,405 shares; 2017Q3: 17,815 shares; 2017Q4: 17,945 shares; 2018Q1: 18,135 shares; 2018Q2: 19,103 shares; 2018Q3: 18,970 shares 18,970 $4.25M 0.98% -133 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 38,125 shares; 2017Q4: 76,815 shares; 2018Q1: 82,540 shares; 2018Q2: 72,260 shares; 2018Q3: 76,165 shares 76,165 $4.11M 0.95% +3,905 Timeline PSCF 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 74,577 shares; 2018Q3: 71,222 shares 71,222 $4.08M 0.94% -3,355 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 52,062 shares; 2017Q2: 51,462 shares; 2017Q3: 50,862 shares; 2017Q4: 81,412 shares; 2018Q1: 82,542 shares; 2018Q2: 120,265 shares; 2018Q3: 112,595 shares 112,595 $3.99M 0.92% -7,670 Timeline TORTOISE MIDSTRM ENERGY FD I TORTOISE MIDSTRM ENERGY FD I More: the full row for TORTOISE MIDSTRM ENERGY FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 102,630 shares; 2017Q2: 110,940 shares; 2017Q3: 159,660 shares; 2017Q4: 168,880 shares; 2018Q1: 115,990 shares; 2018Q2: 171,023 shares; 2018Q3: 241,043 shares 241,043 $3.88M 0.89% +70,020 SHIRE PLC SHIRE PLC More: the full row for SHIRE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 14,255 shares; 2017Q2: 15,530 shares; 2017Q3: 21,835 shares; 2017Q4: 23,531 shares; 2018Q1: 41,251 shares; 2018Q2: 28,192 shares; 2018Q3: 21,057 shares 21,057 $3.82M 0.88% -7,135 SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 93,979 shares; 2017Q2: 88,429 shares; 2017Q3: 101,069 shares; 2017Q4: 91,929 shares; 2018Q1: 87,664 shares; 2018Q2: 75,008 shares; 2018Q3: 77,128 shares 77,128 $3.79M 0.87% +2,120 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 5,680 shares; 2017Q4: 5,930 shares; 2018Q1: 6,680 shares; 2018Q2: 8,110 shares; 2018Q3: 15,590 shares 15,590 $3.75M 0.86% +7,480 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 45,111 shares; 2017Q2: 41,291 shares; 2017Q3: 50,791 shares; 2017Q4: 66,796 shares; 2018Q1: 59,911 shares; 2018Q2: 39,771 shares; 2018Q3: 32,151 shares 32,151 $3.69M 0.85% -7,620 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 18,864 shares; 2017Q2: 18,974 shares; 2017Q3: 18,448 shares; 2017Q4: 17,518 shares; 2018Q1: 31,813 shares; 2018Q2: 38,246 shares; 2018Q3: 38,266 shares 38,266 $3.63M 0.84% +20 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 63,995 shares; 2017Q2: 60,520 shares; 2017Q3: 72,385 shares; 2017Q4: 106,475 shares; 2018Q1: 75,240 shares; 2018Q2: 44,485 shares; 2018Q3: 42,565 shares 42,565 $3.56M 0.82% -1,920 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 33,365 shares; 2017Q2: 87,060 shares; 2017Q3: 81,175 shares; 2017Q4: 83,965 shares; 2018Q1: 99,830 shares; 2018Q2: 150,724 shares; 2018Q3: 139,774 shares 139,774 $3.54M 0.81% -10,950 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 24,391 shares; 2017Q2: 24,316 shares; 2017Q3: 24,316 shares; 2017Q4: 24,541 shares; 2018Q1: 33,141 shares; 2018Q2: 32,491 shares; 2018Q3: 24,366 shares 24,366 $3.54M 0.81% -8,125 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 104,450 shares; 2017Q2: 88,195 shares; 2017Q3: 59,150 shares; 2017Q4: 62,255 shares; 2018Q1: 71,730 shares; 2018Q2: 97,009 shares; 2018Q3: 83,159 shares 83,159 $3.46M 0.79% -13,850 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 123,650 shares; 2018Q2: 71,640 shares; 2018Q3: 103,105 shares 103,105 $3.43M 0.79% +31,465 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 9,400 shares; 2017Q4: 9,400 shares; 2018Q1: 32,225 shares; 2018Q2: 44,760 shares; 2018Q3: 70,395 shares 70,395 $3.29M 0.76% +25,635 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 73,557 shares; 2017Q2: 88,697 shares; 2017Q3: 100,587 shares; 2017Q4: 93,457 shares; 2018Q1: 91,207 shares; 2018Q2: 76,220 shares; 2018Q3: 74,095 shares 74,095 $3.27M 0.75% -2,125 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 54,040 shares; 2018Q3: 58,660 shares 58,660 $3.26M 0.75% +4,620 Timeline SELECT INCOME REIT SELECT INCOME REIT More: the full row for SELECT INCOME REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 81,805 shares; 2017Q2: 106,495 shares; 2017Q3: 140,900 shares; 2017Q4: 151,930 shares; 2018Q1: 198,045 shares; 2018Q2: 145,325 shares; 2018Q3: 145,450 shares 145,450 $3.19M 0.73% +125 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 1,215 shares; 2017Q2: 1,250 shares; 2017Q3: 2,300 shares; 2017Q4: 22,400 shares; 2018Q1: 23,190 shares; 2018Q2: 25,710 shares; 2018Q3: 25,765 shares 25,765 $3.14M 0.72% +55 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 40,210 shares; 2018Q2: 46,890 shares; 2018Q3: 31,385 shares 31,385 $3.12M 0.72% -15,505 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 5,735 shares; 2017Q2: 6,145 shares; 2017Q3: 26,070 shares; 2017Q4: 27,765 shares; 2018Q1: 30,630 shares; 2018Q2: 32,180 shares; 2018Q3: 40,720 shares 40,720 $3.09M 0.71% +8,540 Timeline Direxion All Cap Insider Se… Direxion All Cap Insider Senti More: the full row for Direxion All Cap Insider Senti Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 11,605 shares; 2017Q2: 23,210 shares; 2017Q3: 23,660 shares; 2017Q4: 40,310 shares; 2018Q1: 56,300 shares; 2018Q2: 72,220 shares; 2018Q3: 72,255 shares 72,255 $2.97M 0.68% +35 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; 2016Q4: restricted; 2017Q1: 10,580 shares; 2017Q2: 11,860 shares; 2017Q3: 19,025 shares; 2017Q4: 36,840 shares; 2018Q1: 37,350 shares; 2018Q2: 45,119 shares; 2018Q3: 45,159 shares 45,159 $2.97M 0.68% +40 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 72,871 shares; 2017Q2: 74,006 shares; 2017Q3: 90,006 shares; 2017Q4: 76,856 shares; 2018Q1: 78,156 shares; 2018Q2: 65,561 shares; 2018Q3: 61,846 shares 61,846 $2.92M 0.67% -3,715 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 44,355 shares; 2017Q2: 46,115 shares; 2017Q3: 55,210 shares; 2017Q4: 57,670 shares; 2018Q1: 76,060 shares; 2018Q2: 82,740 shares; 2018Q3: 54,845 shares 54,845 $2.92M 0.67% -27,895 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 20,645 shares; 2018Q2: 26,295 shares; 2018Q3: 21,840 shares 21,840 $2.87M 0.66% -4,455 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 45,150 shares; 2018Q3: 34,090 shares 34,090 $2.84M 0.65% -11,060 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 130,115 shares; 2017Q2: 139,215 shares; 2017Q3: 134,965 shares; 2017Q4: 149,965 shares; 2018Q1: 149,440 shares; 2018Q2: 162,565 shares; 2018Q3: 235,865 shares 235,865 $2.8M 0.64% +73,300 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; 2016Q4: restricted; 2017Q1: 8,138 shares; 2017Q2: 8,138 shares; 2017Q3: 12,758 shares; 2017Q4: 10,143 shares; 2018Q1: 13,148 shares; 2018Q2: 13,653 shares; 2018Q3: 13,443 shares 13,443 $2.79M 0.64% -210 Timeline LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC More: the full row for LIBERTY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 35,117 shares; 2017Q4: 47,417 shares; 2018Q1: 58,327 shares; 2018Q2: 100,577 shares; 2018Q3: 96,447 shares 96,447 $2.72M 0.62% -4,130 FDIQ 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 49,630 shares; 2018Q3: 48,560 shares 48,560 $2.71M 0.62% -1,070 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 10,695 shares; 2017Q2: 10,770 shares; 2017Q3: 10,425 shares; 2017Q4: 14,830 shares; 2018Q1: 17,905 shares; 2018Q2: 23,095 shares; 2018Q3: 31,495 shares 31,495 $2.64M 0.61% +8,400 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 60,384 shares; 2017Q2: 60,259 shares; 2017Q3: 60,064 shares; 2017Q4: 63,314 shares; 2018Q1: 62,884 shares; 2018Q2: 62,384 shares; 2018Q3: 78,714 shares 78,714 $2.6M 0.6% +16,330 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 65,588 shares; 2017Q2: 59,273 shares; 2017Q3: 55,183 shares; 2017Q4: 49,976 shares; 2018Q1: 29,544 shares; 2018Q2: 28,894 shares; 2018Q3: 28,589 shares 28,589 $2.51M 0.58% -305 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 33,442 shares; 2017Q2: 33,387 shares; 2017Q3: 28,682 shares; 2017Q4: 28,542 shares; 2018Q1: 28,382 shares; 2018Q2: 27,767 shares; 2018Q3: 27,622 shares 27,622 $2.49M 0.57% -145 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 13,136 shares; 2017Q2: 11,336 shares; 2017Q3: 11,336 shares; 2017Q4: 17,991 shares; 2018Q1: 18,741 shares; 2018Q2: 22,216 shares; 2018Q3: 21,591 shares 21,591 $2.41M 0.55% -625 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 42,240 shares; 2017Q2: 40,155 shares; 2017Q3: 36,855 shares; 2017Q4: 29,310 shares; 2018Q1: 29,375 shares; 2018Q2: 28,638 shares; 2018Q3: 28,193 shares 28,193 $2.38M 0.55% -445 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 153,097 shares; 2017Q2: 160,877 shares; 2017Q3: 156,671 shares; 2017Q4: 171,046 shares; 2018Q1: 159,403 shares; 2018Q2: 167,608 shares; 2018Q3: 182,083 shares 182,083 $2.33M 0.54% +14,475 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; 2016Q4: restricted; 2017Q1: 5,730 shares; 2017Q2: 5,730 shares; 2017Q3: 5,730 shares; 2017Q4: 5,730 shares; 2018Q1: 5,730 shares; 2018Q2: 5,055 shares; 2018Q3: 20,580 shares 20,580 $2.32M 0.53% +15,525 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 141,816 shares; 2017Q2: 150,751 shares; 2017Q3: 145,815 shares; 2017Q4: 159,957 shares; 2018Q1: 156,493 shares; 2018Q2: 180,758 shares; 2018Q3: 181,894 shares 181,894 $2.3M 0.53% +1,136 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; 2016Q4: restricted; 2017Q1: 6,565 shares; 2017Q2: 9,040 shares; 2017Q3: 14,885 shares; 2017Q4: 16,905 shares; 2018Q1: 14,610 shares; 2018Q2: 14,395 shares; 2018Q3: 15,195 shares 15,195 $2.3M 0.53% +800 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 13,740 shares; 2017Q4: 15,065 shares; 2018Q1: 18,415 shares; 2018Q2: 18,140 shares; 2018Q3: 18,565 shares 18,565 $2.27M 0.52% +425 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 29,165 shares; 2017Q2: 30,185 shares; 2017Q3: 29,925 shares; 2017Q4: 29,108 shares; 2018Q1: 27,994 shares; 2018Q2: 25,189 shares; 2018Q3: 25,064 shares 25,064 $2.2M 0.51% -125 DISCOVERY INC DISCOVERY INC More: the full row for DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 28,430 shares; 2017Q2: 28,430 shares; 2017Q3: 28,280 shares; 2017Q4: 78,855 shares; 2018Q1: 78,915 shares; 2018Q2: 80,065 shares; 2018Q3: 67,455 shares 67,455 $2.16M 0.5% -12,610 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 7,968 shares; 2017Q2: 7,918 shares; 2017Q3: 7,068 shares; 2017Q4: 6,635 shares; 2018Q1: 6,510 shares; 2018Q2: 17,350 shares; 2018Q3: 14,153 shares 14,153 $2.12M 0.49% -3,197 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 15,113 shares; 2017Q2: 16,273 shares; 2017Q3: 17,133 shares; 2017Q4: 21,253 shares; 2018Q1: 23,148 shares; 2018Q2: 21,388 shares; 2018Q3: 20,003 shares 20,003 $2.1M 0.48% -1,385 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 61,740 shares; 2017Q2: 91,915 shares; 2017Q3: 91,915 shares; 2017Q4: 76,915 shares; 2018Q1: 66,665 shares; 2018Q2: 165,490 shares; 2018Q3: 174,040 shares 174,040 $2.07M 0.48% +8,550 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 6,455 shares 6,455 $2.05M 0.47% new Timeline VEREIT INC VEREIT INC More: the full row for VEREIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 296,800 shares; 2018Q3: 280,400 shares 280,400 $2.04M 0.47% -16,400 BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 990 shares; 2018Q2: 978 shares; 2018Q3: 971 shares 971 $1.93M 0.44% -7 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 22,150 shares; 2017Q3: 42,025 shares; 2017Q4: 40,625 shares; 2018Q1: 44,825 shares; 2018Q2: 37,980 shares; 2018Q3: 39,139 shares 39,139 $1.9M 0.44% +1,159 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 13,185 shares; 2017Q4: 42,950 shares; 2018Q1: 27,195 shares; 2018Q2: 38,775 shares; 2018Q3: 35,150 shares 35,150 $1.9M 0.44% -3,625 Timeline ALLIANZ SE FUNSPONSORED ADR… ALLIANZ SE FUNSPONSORED ADR 1 ADR… More: the full row for ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 161,805 shares; 2017Q2: 158,530 shares; 2017Q3: 141,315 shares; 2017Q4: 107,770 shares; 2018Q1: 106,130 shares; 2018Q2: 87,294 shares; 2018Q3: 83,854 shares 83,854 $1.86M 0.43% -3,440 ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 10,250 shares; 2017Q2: 10,250 shares; 2017Q3: 15,525 shares; 2017Q4: 25,075 shares; 2018Q1: 33,075 shares; 2018Q2: 37,900 shares; 2018Q3: 35,490 shares 35,490 $1.83M 0.42% -2,410 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 13,716 shares; 2017Q2: 13,716 shares; 2017Q3: 13,656 shares; 2017Q4: 13,531 shares; 2018Q1: 13,416 shares; 2018Q2: 13,416 shares; 2018Q3: 13,116 shares 13,116 $1.74M 0.4% -300 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 35,326 shares; 2017Q2: 37,171 shares; 2017Q3: 45,771 shares; 2017Q4: 22,797 shares; 2018Q1: 22,762 shares; 2018Q2: 32,202 shares; 2018Q3: 32,162 shares 32,162 $1.69M 0.39% -40 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 7,860 shares; 2017Q4: 7,860 shares; 2018Q1: 8,885 shares; 2018Q2: 18,335 shares; 2018Q3: 18,185 shares 18,185 $1.67M 0.38% -150 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 37,745 shares; 2017Q2: 36,655 shares; 2017Q3: 35,340 shares; 2017Q4: 30,710 shares; 2018Q1: 29,810 shares; 2018Q2: 19,510 shares; 2018Q3: 16,995 shares 16,995 $1.65M 0.38% -2,515 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 17,755 shares; 2017Q2: 17,755 shares; 2017Q3: 17,615 shares; 2017Q4: 17,205 shares; 2018Q1: 17,165 shares; 2018Q2: 16,990 shares; 2018Q3: 16,560 shares 16,560 $1.64M 0.38% -430 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 48,275 shares 48,275 $1.61M 0.37% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 14,987 shares; 2017Q2: 14,227 shares; 2017Q3: 14,087 shares; 2017Q4: 13,857 shares; 2018Q1: 13,857 shares; 2018Q2: 12,832 shares; 2018Q3: 11,702 shares 11,702 $1.59M 0.36% -1,130 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 6,610 shares; 2017Q2: 6,635 shares; 2017Q3: 12,595 shares; 2017Q4: 24,170 shares; 2018Q1: 19,930 shares; 2018Q2: 26,500 shares; 2018Q3: 21,540 shares 21,540 $1.57M 0.36% -4,960 PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 15,275 shares; 2017Q2: 15,215 shares; 2017Q3: 14,950 shares; 2017Q4: 14,305 shares; 2018Q1: 13,835 shares; 2018Q2: 11,599 shares; 2018Q3: 11,424 shares 11,424 $1.56M 0.36% -175 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 16,075 shares; 2017Q2: 15,305 shares; 2017Q3: 9,410 shares; 2017Q4: 9,185 shares; 2018Q1: 9,150 shares; 2018Q2: 9,075 shares; 2018Q3: 8,290 shares 8,290 $1.55M 0.36% -785 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 4,030 shares; 2017Q2: 4,030 shares; 2017Q3: 6,230 shares; 2017Q4: 6,190 shares; 2018Q1: 6,490 shares; 2018Q2: 6,240 shares; 2018Q3: 5,510 shares 5,510 $1.51M 0.35% -730 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 7,575 shares; 2017Q4: 21,310 shares; 2018Q1: 21,370 shares; 2018Q2: 20,535 shares; 2018Q3: 19,635 shares 19,635 $1.47M 0.34% -900 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 5,795 shares; 2018Q2: 5,460 shares; 2018Q3: 5,335 shares 5,335 $1.42M 0.33% -125 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 12,860 shares; 2018Q3: 13,210 shares 13,210 $1.35M 0.31% +350 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 66,025 shares; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 101,925 shares 101,925 $1.34M 0.31% new Timeline CGW 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 37,980 shares; 2018Q3: 37,930 shares 37,930 $1.32M 0.3% -50 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 25,375 shares; 2018Q1: 30,650 shares; 2018Q2: 27,575 shares; 2018Q3: 28,150 shares 28,150 $1.22M 0.28% +575 Timeline INVESCO EXCHANGE TRADED FD T 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 17,860 shares; 2018Q3: 18,060 shares 18,060 $1.21M 0.28% +200 UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 27,915 shares; 2017Q2: 24,730 shares; 2017Q3: 24,215 shares; 2017Q4: 23,405 shares; 2018Q1: 23,255 shares; 2018Q2: 21,790 shares; 2018Q3: 21,695 shares 21,695 $1.19M 0.27% -95 GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 26,195 shares; 2018Q3: 26,370 shares 26,370 $1.13M 0.26% +175 Timeline Vaneck Vectors AMT-Free Int… Vaneck Vectors AMT-Free Inter More: the full row for Vaneck Vectors AMT-Free Inter Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 45,360 shares; 2017Q2: 45,360 shares; 2017Q3: 45,360 shares; 2017Q4: 45,360 shares; 2018Q1: 45,360 shares; 2018Q2: 45,360 shares; 2018Q3: 48,360 shares 48,360 $1.13M 0.26% +3,000 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 9,700 shares; 2017Q2: 8,610 shares; 2017Q3: 7,295 shares; 2017Q4: 7,135 shares; 2018Q1: 5,910 shares; 2018Q2: 5,645 shares; 2018Q3: 4,775 shares 4,775 $1.06M 0.24% -870 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 12,307 shares; 2017Q2: 11,885 shares; 2017Q3: 11,860 shares; 2017Q4: 11,860 shares; 2018Q1: 12,660 shares; 2018Q2: 12,265 shares; 2018Q3: 12,265 shares 12,265 $1.06M 0.24% 0 Timeline WYNDHAM DESTINATIONS INC WYNDHAM DESTINATIONS INC More: the full row for WYNDHAM DESTINATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 41,125 shares; 2017Q2: 38,455 shares; 2017Q3: 41,310 shares; 2017Q4: 39,590 shares; 2018Q1: 43,960 shares; 2018Q2: 25,850 shares; 2018Q3: 23,695 shares 23,695 $1.03M 0.24% -2,155 BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 2,535 shares; 2017Q2: 2,535 shares; 2017Q3: 2,530 shares; 2017Q4: 2,320 shares; 2018Q1: 2,245 shares; 2018Q2: 2,175 shares; 2018Q3: 2,152 shares 2,152 $1.01M 0.23% -23 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 37,482 shares; 2018Q1: 38,832 shares; 2018Q2: 37,357 shares; 2018Q3: 22,767 shares 22,767 $1M 0.23% -14,590 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 5,250 shares; 2018Q2: 19,585 shares; 2018Q3: 16,120 shares 16,120 $991K 0.23% -3,465 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 2,965 shares; 2018Q3: 2,440 shares 2,440 $986K 0.23% -525 Timeline ALEXION PHARMACEUTICALS INC ALEXION PHARMACEUTICALS INC More: the full row for ALEXION PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,770 shares; 2018Q1: 7,145 shares; 2018Q2: 8,460 shares; 2018Q3: 6,740 shares 6,740 $937K 0.22% -1,720 GOVERNMENT PPTYS INCOME TR GOVERNMENT PPTYS INCOME TR More: the full row for GOVERNMENT PPTYS INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 86,635 shares; 2017Q2: 91,195 shares; 2017Q3: 157,645 shares; 2017Q4: 172,335 shares; 2018Q1: 117,760 shares; 2018Q2: 93,470 shares; 2018Q3: 82,830 shares 82,830 $935K 0.21% -10,640 DELL TECHNOLOGIES INC CLASS… DELL TECHNOLOGIES INC CLASS CLASS… More: the full row for DELL TECHNOLOGIES INC CLASS CLASS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 10,157 shares; 2017Q2: 10,081 shares; 2017Q3: 9,770 shares; 2017Q4: 9,743 shares; 2018Q1: 9,700 shares; 2018Q2: 9,541 shares; 2018Q3: 9,487 shares 9,487 $921K 0.21% -54 DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: 33,605 shares; 2017Q3: 34,025 shares; 2017Q4: 44,465 shares; 2018Q1: 23,515 shares; 2018Q2: 21,539 shares; 2018Q3: 20,989 shares 20,989 $917K 0.21% -550 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 20,154 shares; 2017Q2: 38,179 shares; 2017Q3: 50,659 shares; 2017Q4: 41,659 shares; 2018Q1: 24,019 shares; 2018Q2: 21,209 shares; 2018Q3: 19,334 shares 19,334 $914K 0.21% -1,875 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 13,390 shares; 2017Q2: 12,400 shares; 2017Q3: 12,355 shares; 2017Q4: 11,070 shares; 2018Q1: 10,579 shares; 2018Q2: 9,059 shares; 2018Q3: 8,904 shares 8,904 $906K 0.21% -155 Timeline PHO 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; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 28,609 shares; 2018Q3: 28,334 shares 28,334 $901K 0.21% -275 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 10,530 shares; 2017Q2: 12,280 shares; 2017Q3: 12,405 shares; 2017Q4: 20,060 shares; 2018Q1: 20,060 shares; 2018Q2: 20,760 shares; 2018Q3: 12,480 shares 12,480 $888K 0.2% -8,280 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 12,240 shares; 2017Q2: 12,230 shares; 2017Q3: 8,425 shares; 2017Q4: 8,405 shares; 2018Q1: 8,365 shares; 2018Q2: 7,980 shares; 2018Q3: 6,830 shares 6,830 $875K 0.2% -1,150 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 12,098 shares; 2017Q2: 12,058 shares; 2017Q3: 11,724 shares; 2017Q4: 11,374 shares; 2018Q1: 10,661 shares; 2018Q2: 10,136 shares; 2018Q3: 10,011 shares 10,011 $801K 0.18% -125 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 11,820 shares; 2017Q2: 11,820 shares; 2017Q3: 12,090 shares; 2017Q4: 11,765 shares; 2018Q1: 11,530 shares; 2018Q2: 10,729 shares; 2018Q3: 10,729 shares 10,729 $797K 0.18% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 10,300 shares; 2017Q4: 10,175 shares; 2018Q1: 10,175 shares; 2018Q2: 10,175 shares; 2018Q3: 10,175 shares 10,175 $788K 0.18% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 6,550 shares; 2017Q2: 6,550 shares; 2017Q3: 6,550 shares; 2017Q4: 6,550 shares; 2018Q1: 6,350 shares; 2018Q2: 6,350 shares; 2018Q3: 7,150 shares 7,150 $772K 0.18% +800 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 14,025 shares; 2017Q2: 17,600 shares; 2017Q3: 27,135 shares; 2017Q4: 22,910 shares; 2018Q1: 12,010 shares; 2018Q2: 10,450 shares; 2018Q3: 10,010 shares 10,010 $733K 0.17% -440 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 28,375 shares; 2017Q2: 28,290 shares; 2017Q3: 46,950 shares; 2017Q4: 70,015 shares; 2018Q1: 28,420 shares; 2018Q2: 22,220 shares; 2018Q3: 21,975 shares 21,975 $717K 0.16% -245 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: 9,205 shares; 2017Q4: 7,185 shares; 2018Q1: 7,185 shares; 2018Q2: 5,775 shares; 2018Q3: 3,040 shares 3,040 $714K 0.16% -2,735 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 6,856 shares; 2017Q2: 6,856 shares; 2017Q3: 6,856 shares; 2017Q4: 6,856 shares; 2018Q1: 6,681 shares; 2018Q2: 6,631 shares; 2018Q3: 6,517 shares 6,517 $711K 0.16% -114 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: 3,400 shares; 2018Q2: 3,415 shares; 2018Q3: 3,420 shares 3,420 $709K 0.16% +5 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; 2016Q4: restricted; 2017Q1: 7,131 shares; 2017Q2: 7,774 shares; 2017Q3: 12,324 shares; 2017Q4: 21,529 shares; 2018Q1: 12,704 shares; 2018Q2: 11,146 shares; 2018Q3: 9,996 shares 9,996 $709K 0.16% -1,150 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 12,330 shares; 2018Q3: 8,430 shares 8,430 $706K 0.16% -3,900 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 7,695 shares; 2017Q2: 7,695 shares; 2017Q3: 5,745 shares; 2017Q4: 5,680 shares; 2018Q1: 5,595 shares; 2018Q2: 5,420 shares; 2018Q3: 5,420 shares 5,420 $686K 0.16% 0 Timeline SINCLAIR BROADCAST GROUP INC SINCLAIR BROADCAST GROUP INC More: the full row for SINCLAIR BROADCAST GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 32,820 shares; 2017Q2: 32,610 shares; 2017Q3: 26,685 shares; 2017Q4: 25,050 shares; 2018Q1: 24,300 shares; 2018Q2: 24,300 shares; 2018Q3: 24,025 shares 24,025 $681K 0.16% -275 VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 11,195 shares; 2017Q2: 11,195 shares; 2017Q3: 11,195 shares; 2017Q4: 12,720 shares; 2018Q1: 12,920 shares; 2018Q2: 12,945 shares; 2018Q3: 11,785 shares 11,785 $663K 0.15% -1,160 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 4,370 shares 4,370 $663K 0.15% new CENTER COAST BRKFLD MLP ENRG CENTER COAST BRKFLD MLP ENRG More: the full row for CENTER COAST BRKFLD MLP ENRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 14,225 shares; 2017Q2: 14,825 shares; 2017Q3: 14,225 shares; 2017Q4: 95,260 shares; 2018Q1: 136,085 shares; 2018Q2: 67,610 shares; 2018Q3: 67,410 shares 67,410 $635K 0.15% -200 ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 8,250 shares 8,250 $585K 0.13% new BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 1,460 shares; 2018Q3: 1,460 shares 1,460 $543K 0.12% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 3,475 shares; 2018Q3: 3,475 shares 3,475 $530K 0.12% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 5,926 shares; 2017Q2: 5,739 shares; 2017Q3: 5,674 shares; 2017Q4: 5,624 shares; 2018Q1: 5,562 shares; 2018Q2: 4,455 shares; 2018Q3: 4,455 shares 4,455 $502K 0.12% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 4,015 shares; 2017Q2: 3,990 shares; 2017Q3: 3,650 shares; 2017Q4: 3,065 shares; 2018Q1: 3,000 shares; 2018Q2: 2,975 shares; 2018Q3: 2,775 shares 2,775 $486K 0.11% -200 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 4,285 shares; 2017Q2: 3,960 shares; 2017Q3: 3,825 shares; 2017Q4: 3,805 shares; 2018Q1: 3,900 shares; 2018Q2: 7,800 shares; 2018Q3: 7,400 shares 7,400 $466K 0.11% -400 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 2,303 shares; 2017Q2: 2,300 shares; 2017Q3: 2,300 shares; 2017Q4: 2,300 shares; 2018Q1: 2,300 shares; 2018Q2: 2,265 shares; 2018Q3: 2,115 shares 2,115 $456K 0.1% -150 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; 2016Q4: restricted; 2017Q1: 122,526 shares; 2017Q2: 145,301 shares; 2017Q3: 199,709 shares; 2017Q4: 208,746 shares; 2018Q1: 221,686 shares; 2018Q2: 37,622 shares; 2018Q3: 37,622 shares 37,622 $425K 0.1% 0 VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: 4,852 shares; 2018Q1: 4,527 shares; 2018Q2: 4,402 shares; 2018Q3: 4,277 shares 4,277 $347K 0.08% -125 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; 2016Q4: restricted; 2017Q1: 3,075 shares; 2017Q2: 4,275 shares; 2017Q3: 4,275 shares; 2017Q4: 3,945 shares; 2018Q1: 3,885 shares; 2018Q2: 3,485 shares; 2018Q3: 3,485 shares 3,485 $296K 0.07% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 1,775 shares; 2017Q2: 1,775 shares; 2017Q3: 1,525 shares; 2017Q4: 1,525 shares; 2018Q1: 1,525 shares; 2018Q2: 1,525 shares; 2018Q3: 1,525 shares 1,525 $286K 0.07% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 18,788 shares; 2017Q2: 18,763 shares; 2017Q3: 13,150 shares; 2017Q4: 13,005 shares; 2018Q1: 1,585 shares; 2018Q2: 1,528 shares; 2018Q3: 1,500 shares 1,500 $218K 0.05% -28 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: not reported; 2017Q2: not reported; 2017Q3: not reported; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: 980 shares 980 $210K 0.05% new Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2016Q4: restricted; 2017Q1: 14,050 shares; 2017Q2: 13,825 shares; 2017Q3: 13,825 shares; 2017Q4: 13,825 shares; 2018Q1: 13,825 shares; 2018Q2: 10,450 shares; 2018Q3: 10,300 shares 10,300 $183K 0.04% -150 Timeline