90d Post-Disclosure Performance
90d Post-Disclosure Performance
| Asset | Transaction Type | Transaction Date | Volume | Page | PD Return 90d (%) | |
|---|---|---|---|---|---|---|
|
Alexandria Real Estate Equities Inc
ARE
Real Estate
|
SELL | 2020-02-20 | 1K–15K | 1 | -20.48 | |
|
Alphabet Inc
GOOGL
Communication Services
|
SELL | 2020-02-20 | 1K–15K | 1 | -26.75 | |
|
Air Products & Chemicals Inc
APD
Basic Materials
|
SELL | 2020-02-20 | 1K–15K | 1 | -29.11 | |
|
Accenture plc
ACN
Technology
|
SELL | 2020-02-20 | 1K–15K | 1 | -31.63 | |
|
Alphabet Inc
GOOGL
Communication Services
|
SELL | 2020-02-20 | 1K–15K | 1 | -26.75 | |
|
Alibaba Group Holding Ltd ADR
BABA
Consumer Cyclical
|
SELL | 2020-02-20 | 15K–50K | 1 | -22.17 | |
|
Abbott Laboratories
ABT
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 1 | -12.83 | |
|
Altria Group Inc
MO
Consumer Defensive
|
SELL | 2020-02-20 | 1K–15K | 2 | -8.5 | |
|
Amazon.com Inc
AMZN
Consumer Cyclical
|
SELL | 2020-02-20 | 15K–50K | 2 | -53.04 | |
|
AMGEN Inc
AMGN
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 2 | -21.92 | |
|
Analog Devices Inc
ADI
Technology
|
SELL | 2020-02-20 | 1K–15K | 2 | -29.76 | |
|
Avalonbay Communities Inc
AVB
Real Estate
|
SELL | 2020-02-20 | 1K–15K | 2 | -11.08 | |
|
Autodesk Inc
ADSK
Technology
|
SELL | 2020-02-20 | 15K–50K | 2 | -60.43 | |
|
Becton Dickinson & Co
BDX
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 2 | -5.71 | |
|
Blackrock Inc
BLK
Financial
|
SELL | 2020-02-20 | 1K–15K | 2 | -24.86 | |
|
Automatic Data Processing Inc
ADP
Technology
|
SELL | 2020-02-20 | 1K–15K | 2 | -8.62 | |
|
Bank Of America Corp
BAC
Financial
|
SELL | 2020-02-20 | 1K–15K | 2 | -11.36 | |
|
Arthur J. Gallagher & Co
AJG
Financial
|
SELL | 2020-02-20 | 1K–15K | 2 | -18.38 | |
|
Apple Inc
AAPL
Technology
|
SELL | 2020-02-20 | 1K–15K | 2 | -42.81 | |
|
Cisco Systems, Inc
CSCO
Technology
|
SELL | 2020-02-20 | 1K–15K | 3 | -12.93 | |
|
Chevron Corp
CVX
Energy
|
SELL | 2020-02-20 | 1K–15K | 3 | -11.71 | |
|
Coca-Cola Co
KO
Consumer Defensive
|
SELL | 2020-02-20 | 15K–50K | 3 | 2.21 | |
|
CME Group Inc
CME
Financial
|
SELL | 2020-02-20 | 1K–15K | 3 | 8.72 | |
|
BXP Inc
BXP
Real Estate
|
SELL | 2020-02-20 | 1K–15K | 3 | -1.79 | |
|
CMS Energy Corporation
CMS
Utilities
|
SELL | 2020-02-20 | 1K–15K | 3 | -2.77 | |
|
Comcast Corp
CMCSA
Communication Services
|
SELL | 2020-02-20 | 1K–15K | 3 | -11.97 | |
|
Chubb Limited
CB
Financial
|
SELL | 2020-02-20 | 1K–15K | 3 | -15.62 | |
|
Colgate-Palmolive Co
CL
Consumer Defensive
|
SELL | 2020-02-20 | 1K–15K | 3 | -4.81 | |
|
Capital One Financial Corp
COF
Financial
|
SELL | 2020-02-20 | 1K–15K | 3 | -27.59 | |
|
Bristol-Myers Squibb Co
BMY
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 3 | -4.8 | |
|
Cullen Frost Bankers Inc
CFR
Financial
|
SELL | 2020-02-20 | 1K–15K | 4 | -22.23 | |
|
Lilly(Eli) & Co
LLY
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 4 | -18.4 | |
|
Dover Corp
DOV
Industrials
|
SELL | 2020-02-20 | 1K–15K | 4 | -16.87 | |
|
CB Financial Services Inc
CBFV
Financial
|
SELL | 2020-02-20 | 1K–15K | 4 | -19.05 | |
|
DuPont de Nemours Inc
DD
Basic Materials
|
SELL | 2020-02-20 | 1K–15K | 4 | -55.23 | |
|
Conoco Phillips
COP
Energy
|
SELL | 2020-02-20 | 1K–15K | 4 | -28.16 | |
|
Deere & Co
DE
Industrials
|
SELL | 2020-02-20 | 1K–15K | 4 | -12.21 | |
|
Edison International
EIX
Utilities
|
SELL | 2020-02-20 | 1K–15K | 4 | -6.63 | |
|
CVS Health Corp
CVS
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 4 | -16.45 | |
|
Entergy Corp
ETR
Utilities
|
SELL | 2020-02-20 | 1K–15K | 4 | -4.7 | |
|
Fidelity Dividend ETF for Rising Rates
FDRR
Financial
|
BUY | 2020-02-21 | 100K–250K | 5 | 16.58 | |
|
ProShares S&P 500 Dynamic Buffer ETF
FB
Financial
|
SELL | 2020-02-20 | 15K–50K | 5 | — | |
|
Hartford Insurance Group Inc.(The)
HIG
Financial
|
SELL | 2020-02-20 | 1K–15K | 5 | -13.77 | |
|
Fidelity National Information Services, Inc
FIS
Technology
|
SELL | 2020-02-20 | 1K–15K | 5 | -12.09 | |
|
Honeywell International Inc
HON
Industrials
|
SELL | 2020-02-20 | 1K–15K | 5 | -10.64 | |
|
Home Depot, Inc
HD
Consumer Cyclical
|
SELL | 2020-02-20 | 1K–15K | 5 | -31.21 | |
|
Exxon Mobil Corp
XOM
Energy
|
SELL | 2020-02-20 | 1K–15K | 5 | -11.85 | |
|
General Dynamics Corp
GD
Industrials
|
SELL | 2020-02-20 | 1K–15K | 5 | -12.78 | |
|
Factset Research Systems Inc
FDS
Financial
|
SELL | 2020-02-20 | 1K–15K | 5 | -27.25 | |
|
Expeditors International Of Washington, Inc
EXPD
Industrials
|
SELL | 2020-02-20 | 1K–15K | 5 | -12.36 | |
|
Gilead Sciences, Inc
GILD
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 5 | 0.33 | |
|
Hasbro, Inc
HAS
Consumer Cyclical
|
SELL | 2020-02-20 | 1K–15K | 5 | -6.1 | |
|
iShares Expanded Tech-Software Sector ETF
IGV
Financial
|
BUY | 2020-02-21 | 100K–250K | 6 | 37.71 | |
|
Medtronic Plc
MDT
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 6 | 0.29 | |
|
Johnson & Johnson
JNJ
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 6 | -3.02 | |
|
Microsoft Corporation
MSFT
Technology
|
SELL | 2020-02-20 | 15K–50K | 6 | -27.84 | |
|
Marsh & McLennan Cos., Inc
MMC
Financial
|
SELL | 2020-02-20 | 1K–15K | 6 | -24.22 | |
|
McDonald's Corp
MCD
Consumer Cyclical
|
SELL | 2020-02-20 | 1K–15K | 6 | -7.19 | |
|
Illinois Tool Works, Inc
ITW
Industrials
|
SELL | 2020-02-20 | 1K–15K | 6 | -18.36 | |
|
International Business Machines Corp
IBM
Technology
|
SELL | 2020-02-20 | 1K–15K | 6 | -6.08 | |
|
Merck & Co Inc
MRK
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 6 | 0.12 | |
|
M & T Bank Corp
MTB
Financial
|
SELL | 2020-02-20 | 1K–15K | 6 | -0.2 | |
|
Las Vegas Sands Corp
LVS
Consumer Cyclical
|
SELL | 2020-02-20 | 1K–15K | 6 | -15.65 | |
|
Metlife Inc
MET
Financial
|
SELL | 2020-02-20 | 1K–15K | 6 | -22.71 | |
|
Nuveen ESG Large-Cap Growth ETF
NULG
Financial
|
BUY | 2020-02-21 | 100K–250K | 7 | 31.51 | |
|
NVIDIA Corp
NVDA
Technology
|
SELL | 2020-02-20 | 15K–50K | 7 | -46.7 | |
|
Novartis AG ADR
NVS
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 7 | -3.18 | |
|
Monster Beverage Corp
MNST
Consumer Defensive
|
SELL | 2020-02-20 | 1K–15K | 7 | -22.8 | |
|
Mondelez International Inc
MDLZ
Consumer Defensive
|
SELL | 2020-02-20 | 1K–15K | 7 | 0.23 | |
|
Novo Nordisk ADR
NVO
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 7 | -8.67 | |
|
Parker-Hannifin Corp
PH
Industrials
|
SELL | 2020-02-20 | 1K–15K | 7 | -43.42 | |
|
NextEra Energy Inc
NEE
Utilities
|
SELL | 2020-02-20 | 1K–15K | 7 | -5.89 | |
|
Northern Trust Corp
NTRS
Financial
|
SELL | 2020-02-20 | 1K–15K | 7 | 2.46 | |
|
Oracle Corp
ORCL
Technology
|
SELL | 2020-02-20 | 15K–50K | 7 | -10.43 | |
|
Norfolk Southern Corp
NSC
Industrials
|
SELL | 2020-02-20 | 1K–15K | 7 | -16.06 | |
|
Republic Services, Inc
RSG
Industrials
|
SELL | 2020-02-20 | 1K–15K | 8 | -10.61 | |
|
Procter & Gamble Co
PG
Consumer Defensive
|
SELL | 2020-02-20 | 15K–50K | 8 | -3.93 | |
|
Regeneron Pharmaceuticals, Inc
REGN
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 8 | -24.39 | |
|
PepsiCo Inc
PEP
Consumer Defensive
|
SELL | 2020-02-20 | 1K–15K | 8 | -2.43 | |
|
PPG Industries, Inc
PPG
Basic Materials
|
SELL | 2020-02-20 | 1K–15K | 8 | -27.54 | |
|
Qualcomm, Inc
QCOM
Technology
|
SELL | 2020-02-20 | 1K–15K | 8 | -31.98 | |
|
Pfizer Inc
PFE
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 8 | -0.85 | |
|
Philip Morris International Inc
PM
Consumer Defensive
|
SELL | 2020-02-20 | 1K–15K | 8 | 5.2 | |
|
PNC Financial Services Group Inc
PNC
Financial
|
SELL | 2020-02-20 | 1K–15K | 8 | -9.78 | |
|
Public Service Enterprise Group Inc
PEG
Utilities
|
SELL | 2020-02-20 | 1K–15K | 8 | -9.0 | |
|
Progressive Corp
PGR
Financial
|
SELL | 2020-02-20 | 1K–15K | 8 | -4.65 | |
|
Prudential Financial Inc
PRU
Financial
|
SELL | 2020-02-20 | 1K–15K | 8 | -27.2 | |
|
SPDR Portfolio S&P 500 Growth ETF
SPYG
Financial
|
BUY | 2020-02-21 | 100K–250K | 9 | 26.25 | |
|
Schwab US Dividend Equity ETF
SCHD
Financial
|
BUY | 2020-02-21 | 100K–250K | 9 | 12.61 | |
|
Starbucks Corp
SBUX
Consumer Cyclical
|
SELL | 2020-02-20 | 1K–15K | 9 | -11.89 | |
|
T. Rowe Price Group Inc
TROW
Financial
|
SELL | 2020-02-20 | 1K–15K | 9 | -22.87 | |
|
Simon Property Group, Inc
SPG
Real Estate
|
SELL | 2020-02-20 | 1K–15K | 9 | -27.51 | |
|
RPM International, Inc
RPM
Basic Materials
|
SELL | 2020-02-20 | 1K–15K | 9 | -27.89 | |
|
Schlumberger Ltd
SLB
Energy
|
SELL | 2020-02-20 | 1K–15K | 9 | -20.45 | |
|
SEI Investments Co
SEIC
Financial
|
SELL | 2020-02-20 | 1K–15K | 9 | -17.29 | |
|
Stanley Black & Decker Inc
SWK
Industrials
|
SELL | 2020-02-20 | 1K–15K | 9 | -32.97 | |
|
Texas Instruments Inc
TXN
Technology
|
SELL | 2020-02-20 | 1K–15K | 9 | -19.85 | |
|
VF Corp
VFC
Consumer Cyclical
|
SELL | 2020-02-20 | 1K–15K | 10 | -16.08 | |
|
Travelers Companies Inc
TRV
Financial
|
SELL | 2020-02-20 | 1K–15K | 10 | -16.54 | |
|
Visa Inc
V
Financial
|
SELL | 2020-02-20 | 15K–50K | 10 | -16.91 | |
|
Acme United Corp
ACU
Consumer Defensive
|
SELL | 2020-02-20 | 1K–15K | 10 | -12.57 | |
|
Unitedhealth Group Inc
UNH
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 10 | -22.46 | |
|
Ventas Inc
VTR
Real Estate
|
SELL | 2020-02-20 | 1K–15K | 10 | -44.29 | |
|
Vornado Realty Trust
VNO
Real Estate
|
SELL | 2020-02-20 | 1K–15K | 10 | -14.05 | |
|
Verizon Communications Inc
VZ
Communication Services
|
SELL | 2020-02-20 | 1K–15K | 10 | 1.53 | |
|
KORU Medical Systems Inc
KRMD
Healthcare
|
SELL | 2020-02-20 | 1K–15K | 10 | -6.35 | |
|
Valero Energy Corp
VLO
Energy
|
SELL | 2020-02-20 | 1K–15K | 10 | -24.53 | |
|
U.S. Bancorp
USB
Financial
|
SELL | 2020-02-20 | 1K–15K | 10 | -8.4 | |
|
Truist Financial Corporation
TFC
Financial
|
SELL | 2020-02-20 | 1K–15K | 10 | -24.97 | |
|
Xcel Energy, Inc
XEL
Utilities
|
SELL | 2020-02-20 | 1K–15K | 11 | -4.68 | |
|
Wyndham Hotels & Resorts Inc
WH
Consumer Cyclical
|
SELL | 2020-02-20 | 1K–15K | 11 | -52.6 | |
|
Walmart Inc
WMT
Consumer Defensive
|
SELL | 2020-02-20 | 1K–15K | 11 | 5.28 | |
|
Wells Fargo & Co
WFC
Financial
|
SELL | 2020-02-20 | 1K–15K | 11 | 9.17 | |
|
Yum China Holdings Inc
YUMC
Consumer Cyclical
|
SELL | 2020-02-20 | 1K–15K | 11 | -15.5 | |
|
Yum Brands Inc
YUM
Consumer Cyclical
|
SELL | 2020-02-20 | 1K–15K | 11 | -26.2 |
Volume
1K–15K
Page
3
Transaction Date
2020-02-20
90d Return
-27.59%