90d Post-Disclosure Performance
90d Post-Disclosure Performance
| Asset | Transaction Type | Transaction Date | Volume | Page | PD Return 90d (%) | |
|---|---|---|---|---|---|---|
|
AMGEN Inc
AMGN
Healthcare
|
BUY | 2024-08-07 | 50K–100K | 1 | -14.26 | |
|
Air Products & Chemicals Inc
APD
Basic Materials
|
BUY | 2024-08-07 | 50K–100K | 1 | 19.77 | |
|
Accenture plc
ACN
Technology
|
BUY | 2024-08-07 | 50K–100K | 1 | 6.54 | |
|
Accenture plc
ACN
Technology
|
BUY | 2024-08-02 | 1K–15K | 1 | 6.54 | |
|
Air Products & Chemicals Inc
APD
Basic Materials
|
BUY | 2024-08-02 | 1K–15K | 1 | 19.77 | |
|
Alphabet Inc
GOOGL
Communication Services
|
SELL | 2024-08-01 | 1K–15K | 1 | -7.54 | |
|
Chubb Limited
CB
Financial
|
BUY | 2024-08-07 | 50K–100K | 2 | 4.67 | |
|
Apple Inc
AAPL
Technology
|
SELL | 2024-08-06 | 15K–50K | 2 | -0.94 | |
|
Cisco Systems, Inc
CSCO
Technology
|
SELL | 2024-08-06 | 50K–100K | 2 | -13.86 | |
|
Berkshire Hathaway Inc
BRK-B
Financial
|
SELL | 2024-08-06 | 15K–50K | 2 | -4.98 | |
|
Chubb Limited
CB
Financial
|
BUY | 2024-08-02 | 1K–15K | 2 | 4.67 | |
|
AMGEN Inc
AMGN
Healthcare
|
BUY | 2024-08-02 | 1K–15K | 2 | -14.26 | |
|
Apple Inc
AAPL
Technology
|
SELL | 2024-08-01 | 1K–15K | 2 | -0.94 | |
|
Cisco Systems, Inc
CSCO
Technology
|
SELL | 2024-08-01 | 1K–15K | 2 | -13.86 | |
|
Berkshire Hathaway Inc
BRK-B
Financial
|
SELL | 2024-08-01 | 1K–15K | 2 | -4.98 | |
|
Fidelity Total Bond ETF
FBND
Financial
|
BUY | 2024-08-07 | 100K–250K | 3 | -1.65 | |
|
Fidelity International Multifactor ETF
FDEV
Financial
|
SELL | 2024-08-06 | 15K–50K | 3 | 3.49 | |
|
CB Financial Services Inc
CBFV
Financial
|
SELL | 2024-08-06 | 50K–100K | 3 | -15.83 | |
|
Costco Wholesale Corp
COST
Consumer Defensive
|
SELL | 2024-08-06 | 15K–50K | 3 | -5.67 | |
|
Fidelity Total Bond ETF
FBND
Financial
|
BUY | 2024-08-02 | 15K–50K | 3 | -1.65 | |
|
CB Financial Services Inc
CBFV
Financial
|
SELL | 2024-08-01 | 1K–15K | 3 | -15.83 | |
|
Costco Wholesale Corp
COST
Consumer Defensive
|
SELL | 2024-08-01 | 1K–15K | 3 | -5.67 | |
|
First Trust International Developed Capital Strength ETF
FICS
Financial
|
BUY | 2024-08-07 | 50K–100K | 4 | -3.39 | |
|
Fidelity Nasdaq Composite Index ETF
ONEQ
Financial
|
SELL | 2024-08-06 | 15K–50K | 4 | -6.4 | |
|
Fidelity Quality Factor ETF
FQAL
Financial
|
SELL | 2024-08-06 | 15K–50K | 4 | -4.62 | |
|
First Trust International Developed Capital Strength ETF
FICS
Financial
|
BUY | 2024-08-02 | 1K–15K | 4 | -3.39 | |
|
General Dynamics Corp
GD
Industrials
|
BUY | 2024-08-02 | 1K–15K | 4 | -4.01 | |
|
Fidelity International Multifactor ETF
FDEV
Financial
|
SELL | 2024-08-01 | 1K–15K | 4 | 3.49 | |
|
General Dynamics Corp
GD
Industrials
|
BUY | 2024-08-07 | 50K–100K | 5 | -4.01 | |
|
Invesco NASDAQ 100 ETF
QQQM
Financial
|
BUY | 2024-08-07 | 50K–100K | 5 | 4.49 | |
|
iShares International Dividend Active ETF
BIDD
Financial
|
SELL | 2024-08-06 | 15K–50K | 5 | — | |
|
Invesco QQQ Trust Series 1
QQQ
Financial
|
SELL | 2024-08-06 | 100K–250K | 5 | -4.49 | |
|
Invesco NASDAQ 100 ETF
QQQM
Financial
|
BUY | 2024-08-02 | 1K–15K | 5 | 4.49 | |
|
Invesco International Developed Dynamic Multifactor ETF
IMFL
Financial
|
SELL | 2024-08-01 | 15K–50K | 5 | 6.45 | |
|
iShares International Dividend Active ETF
BIDD
Financial
|
SELL | 2024-08-01 | 1K–15K | 5 | — | |
|
Johnson & Johnson
JNJ
Healthcare
|
BUY | 2024-08-07 | 15K–50K | 6 | -4.5 | |
|
iShares Core S&P Small-Cap ETF
IJR
Financial
|
SELL | 2024-08-06 | 50K–100K | 6 | -6.56 | |
|
Kenvue Inc
KVUE
Consumer Defensive
|
SELL | 2024-08-06 | 1K–15K | 6 | -10.19 | |
|
JPMorgan Chase & Co
JPM
Financial
|
SELL | 2024-08-06 | 15K–50K | 6 | -13.95 | |
|
iShares Core S&P Small-Cap ETF
IJR
Financial
|
SELL | 2024-08-06 | 1K–15K | 6 | -6.56 | |
|
iShares Core Dividend Growth ETF
DGRO
Financial
|
SELL | 2024-08-06 | 15K–50K | 6 | -4.0 | |
|
Johnson & Johnson
JNJ
Healthcare
|
BUY | 2024-08-02 | 1K–15K | 6 | -4.5 | |
|
JPMorgan Chase & Co
JPM
Financial
|
SELL | 2024-08-01 | 1K–15K | 6 | -13.95 | |
|
AB Short Duration High Yield ETF
SYFI
Financial
|
BUY | 2024-08-07 | 50K–100K | 7 | 2.43 | |
|
PGIM Ultra Short Bond ETF
PULS
Financial
|
SELL | 2024-08-06 | 1K–15K | 7 | -1.39 | |
|
PGIM Ultra Short Bond ETF
PULS
Financial
|
SELL | 2024-08-06 | 100K–250K | 7 | -1.39 | |
|
AB Short Duration High Yield ETF
SYFI
Financial
|
BUY | 2024-08-02 | 1K–15K | 7 | 2.43 | |
|
Kenvue Inc
KVUE
Consumer Defensive
|
SELL | 2024-08-01 | < 1K | 7 | -10.19 | |
|
PGIM Ultra Short Bond ETF
PULS
Financial
|
SELL | 2024-08-01 | 1K–15K | 7 | -1.39 | |
|
Lockheed Martin Corp
LMT
Industrials
|
SELL | 2024-08-01 | 1K–15K | 7 | 3.17 | |
|
McDonald's Corp
MCD
Consumer Cyclical
|
BUY | 2024-08-07 | 1K–15K | 8 | 0.94 | |
|
NextEra Energy Inc
NEE
Utilities
|
SELL | 2024-08-06 | 50K–100K | 8 | 2.6 | |
|
Pfizer Inc
PFE
Healthcare
|
SELL | 2024-08-06 | 15K–50K | 8 | 12.18 | |
|
Microsoft Corporation
MSFT
Technology
|
SELL | 2024-08-06 | 15K–50K | 8 | 1.5 | |
|
Merck & Co Inc
MRK
Healthcare
|
BUY | 2024-08-02 | 1K–15K | 8 | -16.25 | |
|
McDonald's Corp
MCD
Consumer Cyclical
|
BUY | 2024-08-02 | 1K–15K | 8 | 0.94 | |
|
PepsiCo Inc
PEP
Consumer Defensive
|
BUY | 2024-08-02 | 1K–15K | 8 | -9.87 | |
|
NextEra Energy Inc
NEE
Utilities
|
SELL | 2024-08-01 | 1K–15K | 8 | 2.6 | |
|
Pfizer Inc
PFE
Healthcare
|
SELL | 2024-08-01 | 1K–15K | 8 | 12.18 | |
|
Starbucks Corp
SBUX
Consumer Cyclical
|
SELL | 2024-08-14 | 1K–15K | 9 | -6.66 | |
|
Starbucks Corp
SBUX
Consumer Cyclical
|
SELL | 2024-08-14 | 1K–15K | 9 | -6.66 | |
|
Starbucks Corp
SBUX
Consumer Cyclical
|
SELL | 2024-08-14 | 1K–15K | 9 | -6.66 | |
|
Starbucks Corp
SBUX
Consumer Cyclical
|
SELL | 2024-08-14 | 100K–250K | 9 | -6.66 | |
|
Hershey Company
HSY
Consumer Defensive
|
BUY | 2024-08-07 | 50K–100K | 9 | -13.09 | |
|
Starbucks Corp
SBUX
Consumer Cyclical
|
BUY | 2024-08-07 | 15K–50K | 9 | 6.66 | |
|
Hershey Company
HSY
Consumer Defensive
|
BUY | 2024-08-02 | 1K–15K | 9 | -13.09 | |
|
Procter & Gamble Co
PG
Consumer Defensive
|
BUY | 2024-08-02 | 1K–15K | 9 | 0.94 | |
|
Starbucks Corp
SBUX
Consumer Cyclical
|
BUY | 2024-08-02 | 1K–15K | 9 | 6.66 | |
|
United Parcel Service, Inc
UPS
Industrials
|
BUY | 2024-08-07 | 15K–50K | 10 | 5.4 | |
|
Walmart Inc
WMT
Consumer Defensive
|
SELL | 2024-08-06 | 15K–50K | 10 | -15.1 | |
|
United Parcel Service, Inc
UPS
Industrials
|
BUY | 2024-08-02 | 1K–15K | 10 | 5.4 | |
|
Walmart Inc
WMT
Consumer Defensive
|
SELL | 2024-08-01 | 1K–15K | 10 | -15.1 |
Volume
1K–15K
Page
7
Transaction Date
2024-08-01
90d Return
-1.39%