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Sanctuary Wealth Management, L.L.C.

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13F filer, CIK 1728436, POCATELLO, ID

Sanctuary Wealth Management, L.L.C. reported $151,158,180 across 272 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-12. Its ten largest share positions make up 67.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001728436-25-000001

Period
2024-12-31
Reported value
$151M
Holdings
272
Top 10 weight
67.78%
New
28
Sold out
32

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+33,685$19.8M
QQQMadded+57,812$12.2M
VONGnew+105,322$10.9M
VOOadded+7,508$4.05M
QQQadded+7,747$3.96M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SHYreduced-231,745-$19M
BILexited-154,184-$14.2M
PULSexited-261,218-$13M
VXUSreduced-15,445-$910K
VTIreduced-2,686-$778K

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

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001728436-25-000001, largest first. % of portfolio is the value over $151,158,180, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 36,045 shares; 2023Q3: not reported; 2023Q4: 27,731 shares; 2024Q1: 30,225 shares; 2024Q2: 60 shares; 2024Q3: 5 shares; 2024Q4: 33,690 shares 33,690$19.8M13.12%+33,685Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 69,616 shares; 2023Q3: 69,165 shares; 2023Q4: 67,706 shares; 2024Q1: 59,393 shares; 2024Q2: 58,116 shares; 2024Q3: 56,306 shares; 2024Q4: 53,620 shares 53,620$15.5M10.28%-2,686Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 106,063 shares; 2023Q3: 65 shares; 2023Q4: 124,474 shares; 2024Q1: 123,917 shares; 2024Q2: not reported; 2024Q3: 45 shares; 2024Q4: 57,857 shares 57,857$12.2M8.06%+57,812Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 105,322 shares 105,322$10.9M7.2%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 40,946 shares; 2023Q3: 43,274 shares; 2023Q4: 48,566 shares; 2024Q1: 104,672 shares; 2024Q2: 114,605 shares; 2024Q3: 133,099 shares; 2024Q4: 141,850 shares 141,850$10.2M6.75%+8,751Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 267 shares; 2023Q3: 267 shares; 2023Q4: 479 shares; 2024Q1: 4,155 shares; 2024Q2: 6,275 shares; 2024Q3: 8,725 shares; 2024Q4: 16,233 shares 16,233$8.75M5.79%+7,508Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 82 shares; 2023Q3: 107 shares; 2023Q4: 421 shares; 2024Q1: 4,154 shares; 2024Q2: 5,550 shares; 2024Q3: 8,570 shares; 2024Q4: 16,317 shares 16,317$8.34M5.52%+7,747Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 24,784 shares; 2023Q3: 24,019 shares; 2023Q4: 54,102 shares; 2024Q1: 89,918 shares; 2024Q2: 116,652 shares; 2024Q3: 121,587 shares; 2024Q4: 124,582 shares 124,582$6.28M4.15%+2,995Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 9,608 shares; 2023Q3: 9,608 shares; 2023Q4: 9,441 shares; 2024Q1: 9,441 shares; 2024Q2: 9,441 shares; 2024Q3: 9,385 shares; 2024Q4: 9,385 shares 9,385$5.58M3.69%0Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28,114 shares; 2024Q2: 44,329 shares; 2024Q3: 60,416 shares; 2024Q4: 92,387 shares 92,387$4.88M3.23%+31,971Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 7,031 shares; 2023Q3: 8,896 shares; 2023Q4: 9,331 shares; 2024Q1: 15,877 shares; 2024Q2: 16,750 shares; 2024Q3: 20,017 shares; 2024Q4: 25,252 shares 25,252$4.28M2.83%+5,235Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,414 shares; 2024Q2: 41,805 shares; 2024Q3: 67,830 shares; 2024Q4: 139,588 shares 139,588$4.19M2.77%+71,758Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 7,408 shares; 2023Q3: 7,798 shares; 2023Q4: 7,822 shares; 2024Q1: 6,899 shares; 2024Q2: 6,584 shares; 2024Q3: 6,316 shares; 2024Q4: 6,223 shares 6,223$3.87M2.56%-93Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 16,224 shares; 2023Q3: 26,321 shares; 2023Q4: 27,066 shares; 2024Q1: 62,385 shares; 2024Q2: 66,551 shares; 2024Q3: 84,232 shares; 2024Q4: 125,127 shares 125,127$3.65M2.42%+40,895Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,907 shares; 2024Q2: 2,779 shares; 2024Q3: 4,220 shares; 2024Q4: 7,677 shares 7,677$3.15M2.08%+3,457Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 60,946 shares; 2023Q3: 61,496 shares; 2023Q4: 58,995 shares; 2024Q1: 55,212 shares; 2024Q2: 55,211 shares; 2024Q3: 68,883 shares; 2024Q4: 68,839 shares 68,839$2.38M1.58%-44Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 10,273 shares; 2023Q3: 10,384 shares; 2023Q4: 10,015 shares; 2024Q1: 8,412 shares; 2024Q2: 7,613 shares; 2024Q3: 7,074 shares; 2024Q4: 6,215 shares 6,215$2.33M1.54%-859Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,077 shares; 2023Q3: 978 shares; 2023Q4: 978 shares; 2024Q1: 747 shares; 2024Q2: 3,013 shares; 2024Q3: 9,251 shares; 2024Q4: 28,964 shares 28,964$2.28M1.51%+19,713Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,820 shares; 2024Q2: 2,395 shares; 2024Q3: 3,525 shares; 2024Q4: 6,289 shares 6,289$1.51M1%+2,764Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 4,007 shares; 2023Q3: 4,007 shares; 2023Q4: 4,007 shares; 2024Q1: 4,007 shares; 2024Q2: 23,166 shares; 2024Q3: 23,166 shares; 2024Q4: 21,200 shares 21,200$1.34M0.88%-1,966Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 6,782 shares; 2023Q3: 6,554 shares; 2023Q4: 4,647 shares; 2024Q1: 4,502 shares; 2024Q2: 5,166 shares; 2024Q3: 5,166 shares; 2024Q4: 5,166 shares 5,166$1.29M0.86%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 31,625 shares; 2023Q3: 32,363 shares; 2023Q4: 28,107 shares; 2024Q1: 22,916 shares; 2024Q2: 20,539 shares; 2024Q3: 18,633 shares; 2024Q4: 13,504 shares 13,504$1.2M0.8%-5,129Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: 484 shares; 2024Q1: 679 shares; 2024Q2: 7,616 shares; 2024Q3: 8,340 shares; 2024Q4: 8,552 shares 8,552$1.15M0.76%+212Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 22,232 shares; 2023Q3: 23,155 shares; 2023Q4: 22,537 shares; 2024Q1: 22,474 shares; 2024Q2: 22,368 shares; 2024Q3: 22,056 shares; 2024Q4: 17,323 shares 17,323$964K0.64%-4,733Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,324 shares; 2023Q3: 3,647 shares; 2023Q4: 4,562 shares; 2024Q1: 6,342 shares; 2024Q2: 4,630 shares; 2024Q3: 4,931 shares; 2024Q4: 4,443 shares 4,443$939K0.62%-488Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 32,089 shares; 2023Q3: 31,397 shares; 2023Q4: 28,895 shares; 2024Q1: 22,830 shares; 2024Q2: 23,032 shares; 2024Q3: 20,820 shares; 2024Q4: 19,233 shares 19,233$920K0.61%-1,587Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 8,055 shares; 2023Q3: 8,281 shares; 2023Q4: 7,948 shares; 2024Q1: 6,252 shares; 2024Q2: 5,572 shares; 2024Q3: 4,932 shares; 2024Q4: 3,294 shares 3,294$836K0.55%-1,638Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 28,598 shares; 2023Q3: 28,838 shares; 2023Q4: 28,251 shares; 2024Q1: 27,702 shares; 2024Q2: 27,702 shares; 2024Q3: 27,962 shares; 2024Q4: 14,228 shares 14,228$576K0.38%-13,734Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 49,117 shares; 2023Q3: 46,117 shares; 2023Q4: 39,680 shares; 2024Q1: 32,801 shares; 2024Q2: 30,367 shares; 2024Q3: 24,239 shares; 2024Q4: 8,794 shares 8,794$518K0.34%-15,445Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 6,743 shares; 2023Q3: 9,132 shares; 2023Q4: 9,819 shares; 2024Q1: 8,695 shares; 2024Q2: 7,205 shares; 2024Q3: 7,205 shares; 2024Q4: 7,129 shares 7,129$464K0.31%-76Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 9,566 shares; 2023Q3: 9,170 shares; 2023Q4: 8,095 shares; 2024Q1: 7,570 shares; 2024Q2: 6,735 shares; 2024Q3: 6,735 shares; 2024Q4: 6,390 shares 6,390$456K0.3%-345Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 17,432 shares; 2023Q3: 17,432 shares; 2023Q4: 17,432 shares; 2024Q1: 17,432 shares; 2024Q2: 17,432 shares; 2024Q3: 17,432 shares; 2024Q4: 17,432 shares 17,432$379K0.25%0Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 19,637 shares; 2023Q3: 20,601 shares; 2023Q4: 18,628 shares; 2024Q1: 14,081 shares; 2024Q2: 13,029 shares; 2024Q3: 10,930 shares; 2024Q4: 6,497 shares 6,497$369K0.24%-4,433Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 12,854 shares; 2023Q3: 12,854 shares; 2023Q4: 12,854 shares; 2024Q1: 12,854 shares; 2024Q2: 12,854 shares; 2024Q3: 12,854 shares; 2024Q4: 12,854 shares 12,854$328K0.22%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 2,731 shares; 2023Q3: 2,666 shares; 2023Q4: 2,666 shares; 2024Q1: 2,666 shares; 2024Q2: 2,666 shares; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares 2,666$321K0.21%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,788 shares; 2023Q3: 1,788 shares; 2023Q4: 1,788 shares; 2024Q1: 1,788 shares; 2024Q2: 1,788 shares; 2024Q3: 1,780 shares; 2024Q4: 1,831 shares 1,831$307K0.2%+51Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 28 shares; 2023Q3: not reported; 2023Q4: 578 shares; 2024Q1: 2,890 shares; 2024Q2: 3,134 shares; 2024Q3: 3,134 shares; 2024Q4: 3,829 shares 3,829$239K0.16%+695Timeline
ARKBARK 21SHARES BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 434 shares; 2024Q4: 2,443 shares 2,443$228K0.15%+2,009Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 4,671 shares; 2023Q3: 4,658 shares; 2023Q4: 3,424 shares; 2024Q1: 2,250 shares; 2024Q2: 3,251 shares; 2024Q3: 2,172 shares; 2024Q4: 2,150 shares 2,150$216K0.14%-22Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,272 shares; 2023Q3: 1,272 shares; 2023Q4: 1,272 shares; 2024Q1: 1,272 shares; 2024Q2: 1,272 shares; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares 1,272$212K0.14%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 2,854 shares; 2023Q3: 2,854 shares; 2023Q4: 2,696 shares; 2024Q1: 2,709 shares; 2024Q2: 2,722 shares; 2024Q3: 2,738 shares; 2024Q4: 3,087 shares 3,087$189K0.13%+349Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,560 shares; 2024Q1: 2,560 shares; 2024Q2: 2,560 shares; 2024Q3: 2,560 shares; 2024Q4: 2,691 shares 2,691$189K0.13%+131Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 422 shares; 2023Q3: 426 shares; 2023Q4: 426 shares; 2024Q1: 426 shares; 2024Q2: 443 shares; 2024Q3: 443 shares; 2024Q4: 443 shares 443$187K0.12%0Timeline
RSPUINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 428 shares; 2023Q3: 2,212 shares; 2023Q4: 3,698 shares; 2024Q1: 3,030 shares; 2024Q2: 3,014 shares; 2024Q3: 3,014 shares; 2024Q4: 2,739 shares 2,739$180K0.12%-275Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,007 shares; 2023Q3: 1,007 shares; 2023Q4: 1,007 shares; 2024Q1: 1,007 shares; 2024Q2: 1,007 shares; 2024Q3: 2,796 shares; 2024Q4: 2,796 shares 2,796$174K0.12%0Timeline
JPMEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 556 shares; 2023Q3: 1,876 shares; 2023Q4: 2,275 shares; 2024Q1: 1,830 shares; 2024Q2: 1,821 shares; 2024Q3: 1,821 shares; 2024Q4: 1,654 shares 1,654$170K0.11%-167Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 4,667 shares; 2023Q3: 5,502 shares; 2023Q4: 5,502 shares; 2024Q1: 5,502 shares; 2024Q2: 5,502 shares; 2024Q3: 5,502 shares; 2024Q4: 5,502 shares 5,502$168K0.11%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 657 shares; 2023Q3: 657 shares; 2023Q4: 657 shares; 2024Q1: 657 shares; 2024Q2: 657 shares; 2024Q3: 657 shares; 2024Q4: 712 shares 712$157K0.1%+55Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,050 shares; 2023Q3: 1,053 shares; 2023Q4: 1,053 shares; 2024Q1: 939 shares; 2024Q2: 936 shares; 2024Q3: 936 shares; 2024Q4: 936 shares 936$156K0.1%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 4,044 shares; 2023Q3: 4,044 shares; 2023Q4: 4,044 shares; 2024Q1: 4,044 shares; 2024Q2: 4,460 shares; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares 4,460$152K0.1%0Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,080 shares; 2024Q1: 1,080 shares; 2024Q2: 1,080 shares; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares 1,080$150K0.1%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,457 shares; 2024Q4: 2,872 shares 2,872$149K0.1%+1,415Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 248 shares; 2023Q3: 238 shares; 2023Q4: 238 shares; 2024Q1: 238 shares; 2024Q2: 238 shares; 2024Q3: 238 shares; 2024Q4: 369 shares 369$149K0.1%+131Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 754 shares; 2023Q3: 754 shares; 2023Q4: 754 shares; 2024Q1: 754 shares; 2024Q2: 754 shares; 2024Q3: 754 shares; 2024Q4: 754 shares 754$148K0.1%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,642 shares; 2023Q3: 1,527 shares; 2023Q4: 1,537 shares; 2024Q1: 1,389 shares; 2024Q2: 1,376 shares; 2024Q3: 1,376 shares; 2024Q4: 1,138 shares 1,138$134K0.09%-238Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 8 shares; 2023Q3: 628 shares; 2023Q4: 1,603 shares; 2024Q1: 1,690 shares; 2024Q2: 1,682 shares; 2024Q3: 1,683 shares; 2024Q4: 1,524 shares 1,524$133K0.09%-159Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,830 shares; 2023Q3: 1,830 shares; 2023Q4: 2,483 shares; 2024Q1: 1,830 shares; 2024Q2: 1,830 shares; 2024Q3: 1,830 shares; 2024Q4: 2,046 shares 2,046$130K0.09%+216Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 2,621 shares; 2023Q3: 2,143 shares; 2023Q4: 2,143 shares; 2024Q1: 2,143 shares; 2024Q2: 2,143 shares; 2024Q3: 2,143 shares; 2024Q4: 2,143 shares 2,143$130K0.09%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 12,484 shares; 2023Q3: 11,676 shares; 2023Q4: 8,397 shares; 2024Q1: 5,773 shares; 2024Q2: 5,773 shares; 2024Q3: 5,773 shares; 2024Q4: 5,184 shares 5,184$129K0.09%-589Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,954 shares; 2023Q3: 3,953 shares; 2023Q4: 4,193 shares; 2024Q1: 3,533 shares; 2024Q2: 3,518 shares; 2024Q3: 3,518 shares; 2024Q4: 3,269 shares 3,269$125K0.08%-249Timeline
TCPCBLACKROCK TCP CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,415 shares; 2024Q2: 17,308 shares; 2024Q3: 14,361 shares; 2024Q4: 14,361 shares 14,361$125K0.08%0Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 21,765 shares; 2023Q3: 21,287 shares; 2023Q4: 20,161 shares; 2024Q1: 14,783 shares; 2024Q2: 14,189 shares; 2024Q3: 11,538 shares; 2024Q4: 3,625 shares 3,625$125K0.08%-7,913Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 701 shares; 2024Q1: 701 shares; 2024Q2: 701 shares; 2024Q3: 701 shares; 2024Q4: 701 shares 701$125K0.08%0Timeline
RDIVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 2,022 shares; 2023Q3: 2,626 shares; 2023Q4: 2,938 shares; 2024Q1: 2,563 shares; 2024Q2: 2,563 shares; 2024Q3: 2,563 shares; 2024Q4: 2,563 shares 2,563$124K0.08%0Timeline
PECOPHILLIPS EDISON & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 3,070 shares; 2023Q3: 3,070 shares; 2023Q4: 3,070 shares; 2024Q1: 3,070 shares; 2024Q2: 3,070 shares; 2024Q3: 3,070 shares; 2024Q4: 3,070 shares 3,070$115K0.08%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,448 shares; 2023Q3: 1,432 shares; 2023Q4: 1,432 shares; 2024Q1: 1,432 shares; 2024Q2: 1,432 shares; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares 1,432$103K0.07%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 283 shares; 2023Q3: 245 shares; 2023Q4: 623 shares; 2024Q1: 443 shares; 2024Q2: 443 shares; 2024Q3: 443 shares; 2024Q4: 443 shares 443$97.9K0.06%0Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 2,563 shares; 2023Q3: 1,861 shares; 2023Q4: 1,861 shares; 2024Q1: 1,861 shares; 2024Q2: 1,861 shares; 2024Q3: 1,861 shares; 2024Q4: 1,861 shares 1,861$93.5K0.06%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 439 shares; 2023Q3: 510 shares; 2023Q4: 459 shares; 2024Q1: 339 shares; 2024Q2: 362 shares; 2024Q3: 402 shares; 2024Q4: 402 shares 402$88.2K0.06%0Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 942 shares; 2024Q1: 942 shares; 2024Q2: 942 shares; 2024Q3: 942 shares; 2024Q4: 942 shares 942$87.2K0.06%0Timeline
SGOLETFS GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 3,335 shares; 2023Q3: 3,335 shares; 2023Q4: 3,335 shares; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares 3,335$83.5K0.06%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 5,563 shares; 2023Q3: 5,968 shares; 2023Q4: 5,989 shares; 2024Q1: 4,394 shares; 2024Q2: 3,939 shares; 2024Q3: 3,246 shares; 2024Q4: 3,246 shares 3,246$82.4K0.05%0Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,731 shares; 2023Q3: 1,731 shares; 2023Q4: 1,731 shares; 2024Q1: 1,332 shares; 2024Q2: 1,332 shares; 2024Q3: 1,332 shares; 2024Q4: 1,598 shares 1,598$81.3K0.05%+266Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 94 shares; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 168 shares; 2024Q4: 130 shares 130$76.2K0.05%-38Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 412 shares; 2023Q3: 966 shares; 2023Q4: 1,509 shares; 2024Q1: 1,205 shares; 2024Q2: 1,199 shares; 2024Q3: 1,199 shares; 2024Q4: 1,087 shares 1,087$74.7K0.05%-112Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 427 shares; 2024Q1: 427 shares; 2024Q2: 473 shares; 2024Q3: 473 shares; 2024Q4: 593 shares 593$68.3K0.05%+120Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 298 shares; 2023Q3: 290 shares; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 290 shares 290$66.1K0.04%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 234 shares; 2024Q3: 234 shares; 2024Q4: 196 shares 196$64.5K0.04%-38Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 6,490 shares; 2023Q3: 6,490 shares; 2023Q4: 6,490 shares; 2024Q1: 6,490 shares; 2024Q2: 6,490 shares; 2024Q3: 6,490 shares; 2024Q4: 6,490 shares 6,490$64.3K0.04%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 171 shares; 2023Q3: 171 shares; 2023Q4: 171 shares; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 171 shares; 2024Q4: 342 shares 342$62.2K0.04%+171Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 51 shares; 2023Q3: 43 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 325 shares; 2024Q4: 420 shares 420$60.8K0.04%+95Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 19 shares; 2023Q3: 19 shares; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: 35 shares; 2024Q3: 174 shares; 2024Q4: 174 shares 174$59.5K0.04%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,351 shares; 2024Q1: 1,351 shares; 2024Q2: 1,351 shares; 2024Q3: 1,351 shares; 2024Q4: 733 shares 733$58.8K0.04%-618Timeline
RUMRUM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 8,180 shares; 2024Q2: 8,180 shares; 2024Q3: 8,180 shares; 2024Q4: 4,480 shares 4,480$58.3K0.04%-3,700Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 804 shares; 2023Q3: 739 shares; 2023Q4: 760 shares; 2024Q1: 730 shares; 2024Q2: 817 shares; 2024Q3: 742 shares; 2024Q4: 742 shares 742$57.9K0.04%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 186 shares; 2023Q3: 181 shares; 2023Q4: 181 shares; 2024Q1: 147 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 147 shares 147$57.2K0.04%0Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 475 shares; 2023Q3: 475 shares; 2023Q4: 475 shares; 2024Q1: 475 shares; 2024Q2: 475 shares; 2024Q3: 475 shares; 2024Q4: 475 shares 475$55.9K0.04%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 565 shares; 2023Q3: 550 shares; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 550 shares 550$54.5K0.04%0Timeline
JPUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,066 shares; 2023Q3: 1,066 shares; 2023Q4: 457 shares; 2024Q1: 452 shares; 2024Q2: 452 shares; 2024Q3: 452 shares; 2024Q4: 452 shares 452$51.6K0.03%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 287 shares; 2023Q3: 287 shares; 2023Q4: 287 shares; 2024Q1: 287 shares; 2024Q2: 287 shares; 2024Q3: 277 shares; 2024Q4: 277 shares 277$49.2K0.03%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 380 shares; 2023Q3: 340 shares; 2023Q4: 340 shares; 2024Q1: 100 shares; 2024Q2: 134 shares; 2024Q3: 251 shares; 2024Q4: 249 shares 249$47.4K0.03%-2Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: 115 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 808 shares; 2024Q4: 808 shares 808$46.3K0.03%0Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,507 shares; 2023Q3: 1,507 shares; 2023Q4: 1,507 shares; 2024Q1: 1,507 shares; 2024Q2: 1,507 shares; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares 1,507$46.3K0.03%0Timeline
CDCVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 840 shares; 2023Q3: 734 shares; 2023Q4: 830 shares; 2024Q1: 717 shares; 2024Q2: 717 shares; 2024Q3: 717 shares; 2024Q4: 717 shares 717$44.9K0.03%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 178 shares; 2023Q3: 178 shares; 2023Q4: 178 shares; 2024Q1: 178 shares; 2024Q2: 178 shares; 2024Q3: 178 shares; 2024Q4: 178 shares 178$43.9K0.03%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 109 shares; 2023Q3: 109 shares; 2023Q4: 109 shares; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares; 2024Q4: 100 shares 100$41.9K0.03%-9Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 454 shares; 2024Q3: 456 shares; 2024Q4: 458 shares 458$41.7K0.03%+2Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,263 shares; 2023Q3: 1,263 shares; 2023Q4: 719 shares; 2024Q1: 719 shares; 2024Q2: 719 shares; 2024Q3: 719 shares; 2024Q4: 719 shares 719$41.3K0.03%0Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,676 shares 1,676$40.7K0.03%newTimeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 173 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 173 shares; 2024Q4: 167 shares 167$40.4K0.03%-6Timeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 595 shares; 2024Q4: 595 shares 595$40.2K0.03%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 477 shares; 2024Q4: 477 shares 477$39.3K0.03%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 658 shares; 2023Q3: 658 shares; 2023Q4: 393 shares; 2024Q1: 393 shares; 2024Q2: 393 shares; 2024Q3: 393 shares; 2024Q4: 267 shares 267$38.6K0.03%-126Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 760 shares; 2023Q3: 760 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 760 shares; 2024Q3: 760 shares; 2024Q4: 760 shares 760$36.6K0.02%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 140,097 shares; 2023Q4: 185 shares; 2024Q1: 168 shares; 2024Q2: 191,198 shares; 2024Q3: 232,186 shares; 2024Q4: 441 shares 441$36.2K0.02%-231,745Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 390 shares; 2023Q3: 390 shares; 2023Q4: 390 shares; 2024Q1: 390 shares; 2024Q2: 390 shares; 2024Q3: 390 shares; 2024Q4: 390 shares 390$36K0.02%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 135 shares; 2023Q3: 135 shares; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 503 shares; 2024Q3: 368 shares; 2024Q4: 804 shares 804$35.4K0.02%+436Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,230 shares; 2023Q3: 1,230 shares; 2023Q4: 1,230 shares; 2024Q1: 1,230 shares; 2024Q2: 1,230 shares; 2024Q3: 1,230 shares; 2024Q4: 1,120 shares 1,120$35.2K0.02%-110Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 4,139 shares; 2023Q3: 4,139 shares; 2023Q4: 2,411 shares; 2024Q1: 1,996 shares; 2024Q2: 1,996 shares; 2024Q3: 1,996 shares; 2024Q4: 1,996 shares 1,996$34.8K0.02%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 140 shares; 2024Q3: 140 shares; 2024Q4: 694 shares 694$34K0.02%+554Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600$32.3K0.02%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 2,014 shares; 2023Q3: 2,055 shares; 2023Q4: 2,055 shares; 2024Q1: 2,055 shares; 2024Q2: 614 shares; 2024Q3: 614 shares; 2024Q4: 614 shares 614$32.1K0.02%0Timeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,468 shares; 2024Q4: 8,801 shares 8,801$31.4K0.02%+1,333Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 509 shares; 2024Q3: 509 shares; 2024Q4: 608 shares 608$31.1K0.02%+99Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 435 shares; 2024Q4: 435 shares 435$30.6K0.02%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 412 shares; 2023Q3: 222 shares; 2023Q4: 222 shares; 2024Q1: 222 shares; 2024Q2: 185 shares; 2024Q3: 185 shares; 2024Q4: 185 shares 185$30.4K0.02%0Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 341 shares; 2023Q3: 341 shares; 2023Q4: 341 shares; 2024Q1: 341 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 889 shares 889$29.9K0.02%+589Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250$29.6K0.02%0Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 322 shares; 2024Q3: 322 shares; 2024Q4: 322 shares 322$28.3K0.02%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 350 shares; 2023Q3: 351 shares; 2023Q4: 351 shares; 2024Q1: 351 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares 350$27.4K0.02%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175$26.9K0.02%0Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 547 shares; 2023Q3: 547 shares; 2023Q4: 547 shares; 2024Q1: 547 shares; 2024Q2: 547 shares; 2024Q3: 547 shares; 2024Q4: 547 shares 547$26.7K0.02%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 101 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares; 2024Q4: 270 shares 270$24.4K0.02%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 155 shares; 2023Q4: 155 shares; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 152 shares; 2024Q4: 152 shares 152$24.2K0.02%0Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,454 shares; 2023Q3: 1,454 shares; 2023Q4: 1,454 shares; 2024Q1: 1,454 shares; 2024Q2: 1,454 shares; 2024Q3: 1,454 shares; 2024Q4: 1,454 shares 1,454$24.2K0.02%0Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 665 shares; 2023Q3: 665 shares; 2023Q4: 665 shares; 2024Q1: 665 shares; 2024Q2: 665 shares; 2024Q3: 665 shares; 2024Q4: 665 shares 665$24.2K0.02%0Timeline
BKMCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 232 shares; 2024Q3: 232 shares; 2024Q4: 232 shares 232$23.6K0.02%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 5 shares; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 58 shares; 2024Q4: 58 shares 58$23.4K0.02%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 760 shares; 2023Q3: 760 shares; 2023Q4: 760 shares; 2024Q1: 760 shares; 2024Q2: 760 shares; 2024Q3: 760 shares; 2024Q4: 760 shares 760$23.3K0.02%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 2,426 shares; 2023Q3: 2,457 shares; 2023Q4: 2,457 shares; 2024Q1: 2,457 shares; 2024Q2: 206 shares; 2024Q3: 206 shares; 2024Q4: 206 shares 206$22.9K0.02%0Timeline
XRNPXCOHEN & STEERS REIT & PFD &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000$20.9K0.01%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 116 shares 116$20.3K0.01%newTimeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 502 shares; 2023Q3: 502 shares; 2023Q4: 502 shares; 2024Q1: 502 shares; 2024Q2: 502 shares; 2024Q3: 502 shares; 2024Q4: 502 shares 502$20.1K0.01%0Timeline
GFIGOLD FIELDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,515 shares; 2024Q2: 1,515 shares; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares 1,515$20K0.01%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 683 shares; 2023Q3: 536 shares; 2023Q4: 536 shares; 2024Q1: 536 shares; 2024Q2: 499 shares; 2024Q3: 1,274 shares; 2024Q4: 499 shares 499$20K0.01%-775Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 338 shares; 2023Q3: 338 shares; 2023Q4: 338 shares; 2024Q1: 338 shares; 2024Q2: 338 shares; 2024Q3: 338 shares; 2024Q4: 338 shares 338$19.9K0.01%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 236 shares; 2023Q3: 276 shares; 2023Q4: 276 shares; 2024Q1: 276 shares; 2024Q2: 236 shares; 2024Q3: 215 shares; 2024Q4: 235 shares 235$19.8K0.01%+20Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 82 shares 82$19.7K0.01%+62Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 199 shares 199$19.3K0.01%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares 36$19K0.01%0Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 656 shares; 2023Q3: 656 shares; 2023Q4: 656 shares; 2024Q1: 656 shares; 2024Q2: 556 shares; 2024Q3: 556 shares; 2024Q4: 556 shares 556$18.8K0.01%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150$18.4K0.01%0Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300$17.9K0.01%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 632 shares; 2023Q3: 702 shares; 2023Q4: 722 shares; 2024Q1: 453 shares; 2024Q2: 453 shares; 2024Q3: 453 shares; 2024Q4: 100 shares 100$17.7K0.01%-353Timeline
XMYDXBLACKROCK MUNIYIELD FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,700 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares 1,700$17.7K0.01%0Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,240 shares; 2023Q3: 1,240 shares; 2023Q4: 1,240 shares; 2024Q1: 820 shares; 2024Q2: 820 shares; 2024Q3: 820 shares; 2024Q4: 820 shares 820$17.5K0.01%0Timeline
HPSHANCOCK JOHN PFD INCOME FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,400 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,154 shares; 2024Q3: 1,154 shares; 2024Q4: 1,154 shares 1,154$17.3K0.01%0Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 301 shares 301$17.3K0.01%newTimeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 194 shares 194$17.3K0.01%newTimeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 476 shares 476$17.2K0.01%newTimeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 954 shares; 2023Q3: 954 shares; 2023Q4: 954 shares; 2024Q1: 954 shares; 2024Q2: 954 shares; 2024Q3: 954 shares; 2024Q4: 688 shares 688$16.5K0.01%-266Timeline
AHRAMERICAN HEALTHCARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 579 shares; 2024Q4: 579 shares 579$16.5K0.01%0Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 239 shares; 2023Q3: 178 shares; 2023Q4: 178 shares; 2024Q1: 178 shares; 2024Q2: 178 shares; 2024Q3: 177 shares; 2024Q4: 177 shares 177$16K0.01%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250 shares 250$15.1K0.01%newTimeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: 86 shares; 2024Q1: not reported; 2024Q2: 68 shares; 2024Q3: 229 shares; 2024Q4: 161 shares 161$14.7K0.01%-68Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 126 shares; 2024Q4: 126 shares 126$13.9K0.01%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 266 shares 266$13.8K0.01%newTimeline
VNLAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 280 shares 280$13.7K0.01%newTimeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 171 shares; 2023Q3: 171 shares; 2023Q4: 171 shares; 2024Q1: 171 shares; 2024Q2: 171 shares; 2024Q3: 171 shares; 2024Q4: 171 shares 171$13.2K0.01%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 104 shares; 2024Q4: 51 shares 51$12.7K0.01%-53Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 29 shares; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares 29$12.3K0.01%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares 7$11.9K0.01%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 41 shares; 2023Q3: 41 shares; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: 41 shares 41$11.9K0.01%0Timeline
HPIHANCOCK JOHN PFD INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 697 shares; 2023Q3: 697 shares; 2023Q4: 697 shares; 2024Q1: 697 shares; 2024Q2: 697 shares; 2024Q3: 697 shares; 2024Q4: 697 shares 697$11.6K0.01%0Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 238 shares; 2023Q3: 238 shares; 2023Q4: 238 shares; 2024Q1: 238 shares; 2024Q2: 238 shares; 2024Q3: 238 shares; 2024Q4: 238 shares 238$11.6K0.01%0Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares 80$11.5K0.01%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: 90 shares; 2024Q3: 90 shares; 2024Q4: 90 shares 90$11.5K0.01%0Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: 195 shares; 2024Q1: 195 shares; 2024Q2: 195 shares; 2024Q3: 195 shares; 2024Q4: 195 shares 195$11.2K0.01%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 246 shares; 2024Q3: 246 shares; 2024Q4: 246 shares 246$11.1K0.01%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 564 shares; 2023Q3: 564 shares; 2023Q4: 564 shares; 2024Q1: 564 shares; 2024Q2: 414 shares; 2024Q3: 414 shares; 2024Q4: 414 shares 414$11K0.01%0Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43 shares 43$10.9K0.01%newTimeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 215 shares; 2023Q4: 215 shares; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares 215$10.9K0.01%0Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares; 2024Q4: 93 shares 93$10.9K0.01%0Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 106 shares; 2023Q3: 107 shares; 2023Q4: 108 shares; 2024Q1: 109 shares; 2024Q2: 111 shares; 2024Q3: 112 shares; 2024Q4: 113 shares 113$10.6K0.01%+1Timeline
DJTTRUMP MEDIA & TECHNOLOGY GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 309 shares; 2024Q4: 300 shares 300$10.2K0.01%-9Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 44 shares 44$10.2K0.01%newTimeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 128 shares; 2024Q2: 119 shares; 2024Q3: 119 shares; 2024Q4: 119 shares 119$9.51K0.01%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: 86 shares; 2024Q1: 86 shares; 2024Q2: 86 shares; 2024Q3: 86 shares; 2024Q4: 16 shares 16$9.37K0.01%-70Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares 10$8.91K0.01%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81 shares 81$8.73K0.01%newTimeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100$8.16K0.01%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 50 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares; 2024Q4: 49 shares 49$7.97K0.01%0Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares 105$7.8K0.01%0Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 63,860 shares; 2023Q3: 17 shares; 2023Q4: 124,689 shares; 2024Q1: 140,852 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 85 shares 85$7.62K0.01%newTimeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 131 shares; 2024Q4: 131 shares 131$7.06K<0.01%0Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 820 shares; 2023Q3: 820 shares; 2023Q4: 820 shares; 2024Q1: 820 shares; 2024Q2: 695 shares; 2024Q3: 695 shares; 2024Q4: 695 shares 695$6.63K<0.01%0Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 114 shares; 2024Q4: 114 shares 114$6.43K<0.01%0Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 206 shares; 2024Q3: 206 shares; 2024Q4: 206 shares 206$5.57K<0.01%0Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: 236 shares 236$5.54K<0.01%+108Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares 42$5.3K<0.01%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70$5.29K<0.01%0Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares 102$5.13K<0.01%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 67 shares 67$5.07K<0.01%newTimeline
CHCTCOMMUNITY HEALTHCARE TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 42 shares; 2024Q3: 155 shares; 2024Q4: 263 shares 263$5.05K<0.01%+108Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 102 shares; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares 80$4.74K<0.01%0Timeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 1,178 shares 1,178$4.65K<0.01%+928Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 5 shares; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares 6$4.63K<0.01%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares 40$4.63K<0.01%0Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 194 shares; 2024Q3: 194 shares; 2024Q4: 194 shares 194$4.46K<0.01%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 21 shares; 2024Q3: 14 shares; 2024Q4: 14 shares 14$4.42K<0.01%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares 13$4.35K<0.01%0Timeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 54 shares 54$4.27K<0.01%0Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares 8$4.26K<0.01%0Timeline
TBCHTURTLE BEACH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 245 shares; 2023Q3: 245 shares; 2023Q4: 245 shares; 2024Q1: 245 shares; 2024Q2: 245 shares; 2024Q3: 245 shares; 2024Q4: 245 shares 245$4.24K<0.01%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares 4$4.24K<0.01%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 32 shares; 2024Q4: 32 shares 32$4.13K<0.01%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 50 shares; 2024Q3: 35 shares; 2024Q4: 35 shares 35$4.01K<0.01%0Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 83 shares; 2024Q3: 83 shares; 2024Q4: 83 shares 83$3.76K<0.01%0Timeline
NTSTNETSTREIT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250 shares 250$3.54K<0.01%newTimeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 80 shares 80$3.24K<0.01%+50Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 33 shares 33$3.22K<0.01%+18Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 2 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares 6$3.12K<0.01%0Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 197 shares; 2023Q3: 197 shares; 2023Q4: 197 shares; 2024Q1: 197 shares; 2024Q2: 197 shares; 2024Q3: 197 shares; 2024Q4: 197 shares 197$3.07K<0.01%0Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16 shares; 2024Q4: 41 shares 41$3.05K<0.01%+25Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 101 shares 101$2.95K<0.01%+67Timeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 281 shares; 2023Q3: 281 shares; 2023Q4: 281 shares; 2024Q1: 281 shares; 2024Q2: 281 shares; 2024Q3: 281 shares; 2024Q4: 281 shares 281$2.94K<0.01%0Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 19 shares; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: 55 shares 55$2.94K<0.01%+36Timeline
MAINMAIN STR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 273 shares; 2024Q4: 49 shares 49$2.84K<0.01%-224Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares 51$2.82K<0.01%0Timeline
GLOBAL MED REIT INCGLOBAL MED REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 112 shares; 2024Q3: 112 shares; 2024Q4: 342 shares 342$2.64K<0.01%+230
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 11 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5$2.53K<0.01%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19 shares; 2024Q3: 19 shares; 2024Q4: 19 shares 19$2.5K<0.01%0Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60 shares 60$2.48K<0.01%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares 7$2.46K<0.01%0Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 27 shares 27$2.44K<0.01%-15Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 54 shares; 2024Q3: 32 shares; 2024Q4: 32 shares 32$2.42K<0.01%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: not reported; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares 8$2.37K<0.01%0Timeline
COMDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 313 shares; 2023Q3: 313 shares; 2023Q4: 313 shares; 2024Q1: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 77 shares 77$2.18K<0.01%-236Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500$2.18K<0.01%0Timeline
BRTBRT APARTMENTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 120 shares 120$2.16K<0.01%newTimeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares 102$2.15K<0.01%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1,000 shares; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares 25$2.14K<0.01%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares 42$2.03K<0.01%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 363 shares; 2023Q3: 363 shares; 2023Q4: 295 shares; 2024Q1: 295 shares; 2024Q2: 295 shares; 2024Q3: 295 shares; 2024Q4: 35 shares 35$2.01K<0.01%-260Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 9 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares 12$1.96K<0.01%0Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares 4$1.94K<0.01%0Timeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 28 shares 28$1.87K<0.01%+18Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 87 shares 87$1.86K<0.01%newTimeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48 shares 48$1.86K<0.01%newTimeline
EASTERLY GOVERNMENT PROPERT…EASTERLY GOVERNMENT PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 161 shares 161$1.83K<0.01%new
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares 4$1.78K<0.01%0Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 16 shares; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 16 shares; 2024Q4: 16 shares 16$1.76K<0.01%0Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 59 shares; 2024Q4: 102 shares 102$1.57K<0.01%+43Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 45 shares 45$1.56K<0.01%+9Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 34 shares 34$1.51K<0.01%newTimeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: 23 shares 23$1.45K<0.01%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares 4$1.45K<0.01%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5$1.29K<0.01%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares 15$1.29K<0.01%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 105 shares; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares 63$1.26K<0.01%0Timeline
AATAMERICAN ASSETS TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares 48$1.26K<0.01%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares 2$1.2K<0.01%0Timeline
PSQHPSQ HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 260 shares 260$1.18K<0.01%newTimeline
CIOCITY OFFICE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 208 shares; 2024Q3: 208 shares; 2024Q4: 208 shares 208$1.15K<0.01%0Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares 9$1.03K<0.01%0Timeline
DIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50$902<0.01%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 105 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5$862<0.01%0Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares 4$820<0.01%0Timeline
EMOCLEARBRIDGE ENERGY MIDSTREAMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13 shares; 2024Q4: 13 shares 13$605<0.01%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8 shares; 2024Q4: 8 shares 8$528<0.01%0Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 523 shares; 2023Q3: 351 shares; 2023Q4: 298 shares; 2024Q1: 92 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 22 shares 22$518<0.01%0Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 28 shares 28$427<0.01%newTimeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares 2$417<0.01%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 12 shares; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 21 shares; 2024Q2: 15 shares; 2024Q3: 3 shares; 2024Q4: 3 shares 3$362<0.01%0Timeline
GEVOGEVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 145 shares 145$303<0.01%newTimeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11 shares 11$266<0.01%newTimeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7 shares 7$219<0.01%newTimeline
TDOCTELADOC HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares 13$118<0.01%0Timeline
EZBCFRANKLIN TEMPLETON DIGITAL HQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares 1$32<0.01%0Timeline
ALGORHYTHM HLDGS INCALGORHYTHM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 280 shares 280$25<0.01%new
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares 1$11<0.01%0Timeline
BIOVIE INCBIOVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not loaded; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 1 shares 1$2<0.01%0

Sold out in Q4 2024

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

SecurityShares beforeValue beforeType
BILSPDR SERIES TRUST154,184$14.2Mshares
PULSPGIM ETF TR261,218$13Mshares
MBBISHARES TR1,533$147Kshares
ARCCARES CAPITAL CORP6,047$127Kshares
HSYHERSHEY CO328$62.9Kshares
NSCNORFOLK SOUTHN CORP250$62.1Kshares
IEMGISHARES INC1,027$59Kshares
CNICANADIAN NATL RY CO481$56.3Kshares
WTRGESSENTIAL UTILS INC1,299$50.1Kshares
MKCMCCORMICK & CO INC604$49.7Kshares
KMBKIMBERLY-CLARK CORP287$40.8Kshares
EPDENTERPRISE PRODS PARTNERS L1,236$36Kshares
AVAAVISTA CORP722$28Kshares
DDOMINION ENERGY INC480$27.7Kshares
APDAIR PRODUCTS AND CHEMICALS I59$17.6Kshares
MUBISHARES TR77$8.37Kshares
SLBSLB LIMITED175$7.34Kshares
TXNTEXAS INSTRS INC33$6.82Kshares
IFNABERDEEN INDIA FD INC348$6.62Kshares
IEFISHARES TR66$6.48Kshares
TJXTJX COS INC NEW34$4Kshares
COSTCOSTCO WHOLESALE CORPORATION4$3.55Kshares
ABTABBOTT LABORATORIES28$3.19Kshares
MRSHMARSH & MCLENNAN COS INC4$892shares
REDFIN CORPREDFIN CORP59$739shares
EFGISHARES TR6$646shares
OXYOCCIDENTAL PETE CORP3$155shares
VGSHVANGUARD SCOTTSDALE FDS2$118shares
SOUNSOUNDHOUND AI INC24$112shares
TC BIOPHARM - ADRTC BIOPHARM - ADR12$63shares
SMX SEC MATTERS PLCSMX SEC MATTERS PLC12$35shares
OPENOPENDOOR TECHNOLOGIES INC2$4shares

How Q4 2024 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001728436-25-000001 base2025-02-12acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001728436-25-000001 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set
13F-HR 0001728436-24-000005 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0001728436-24-000003 Quarter ended 2024-06-302024-08-08acceptance time not in the bulk data set
13F-HR 0001728436-24-000002 Quarter ended 2024-03-312024-05-07acceptance time not in the bulk data set
13F-HR 0001728436-24-000001 Quarter ended 2023-12-312024-02-07acceptance time not in the bulk data set
13F-HR 0001728436-23-000004 Quarter ended 2023-09-302023-10-30acceptance time not in the bulk data set
13F-HR 0001728436-23-000003 Quarter ended 2023-06-302023-07-25acceptance time not in the bulk data set
13F-HR 0001728436-23-000002 Quarter ended 2010-03-312023-05-01acceptance time not in the bulk data set
13F-HR 0001728436-23-000001 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001728436-22-000004 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001728436-22-000003 Quarter ended 2022-06-302022-07-25acceptance time not in the bulk data set
13F-HR 0001728436-22-000002 Quarter ended 2022-03-312022-04-18acceptance time not in the bulk data set
13F-HR 0001728436-22-000001 Quarter ended 2021-12-312022-02-08acceptance time not in the bulk data set
13F-HR 0001728436-21-000004 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001728436-21-000003 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001728436-21-000002 Quarter ended 2021-03-312021-04-29acceptance time not in the bulk data set
13F-HR 0001728436-21-000001 Quarter ended 2020-12-312021-01-27acceptance time not in the bulk data set
13F-HR 0001728436-20-000004 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0001728436-20-000003 Quarter ended 2020-06-302020-08-04acceptance time not in the bulk data set
13F-HR 0001728436-20-000002 Quarter ended 2020-03-312020-05-04acceptance time not in the bulk data set
13F-HR 0001728436-20-000001 Quarter ended 2019-12-312020-02-12acceptance time not in the bulk data set
13F-HR 0001728436-19-000004 Quarter ended 2019-09-302019-10-22acceptance time not in the bulk data set
13F-HR 0001728436-19-000003 Quarter ended 2019-06-302019-07-26acceptance time not in the bulk data set
13F-HR 0001728436-19-000002 Quarter ended 2019-03-312019-05-06acceptance time not in the bulk data set
13F-HR 0001728436-19-000001 Quarter ended 2018-12-312019-02-04acceptance time not in the bulk data set
13F-HR 0001728436-18-000005 Quarter ended 2018-09-302018-10-24acceptance time not in the bulk data set
13F-HR 0001728436-18-000004 Quarter ended 2018-06-302018-07-27acceptance time not in the bulk data set
13F-HR 0001728436-18-000002 Quarter ended 2018-03-312018-05-09acceptance time not in the bulk data set
13F-HR 0001728436-18-000001 Quarter ended 2017-12-312018-02-07acceptance time not in the bulk data set