90d Post-Disclosure Performance
90d Post-Disclosure Performance
| Asset | Transaction Type | Transaction Date | Volume | Page | PD Return 90d (%) | |
|---|---|---|---|---|---|---|
|
Alphabet Inc
GOOGL
Communication Services
|
SELL | 2020-08-07 | 1K–15K | 1 | -9.0 | |
|
Abbott Laboratories
ABT
Healthcare
|
SELL | 2020-08-07 | 1K–15K | 1 | 2.54 | |
|
AllianceBernstein Holding Lp
AB
Financial
|
SELL | 2020-08-07 | 1K–15K | 1 | -14.39 | |
|
American International Group Inc
AIG
Financial
|
SELL | 2020-08-07 | 1K–15K | 1 | -36.66 | |
|
AllianceBernstein Holding Lp
AB
Financial
|
SELL | 2020-08-07 | 1K–15K | 1 | -14.39 | |
|
Amazon.com Inc
AMZN
Consumer Cyclical
|
SELL | 2020-08-07 | 15K–50K | 1 | 6.07 | |
|
Calvert International Responsible Index ETF
CVIE
Financial
|
BUY | 2020-08-07 | 15K–50K | 2 | — | |
|
Ball Corp
BALL
Consumer Cyclical
|
SELL | 2020-08-07 | 1K–15K | 2 | -20.27 | |
|
Brown & Brown, Inc
BRO
Financial
|
BUY | 2020-08-07 | 1K–15K | 2 | -1.07 | |
|
Apple Inc
AAPL
Technology
|
SELL | 2020-08-07 | 1K–15K | 2 | 6.42 | |
|
Blackrock Inc
BLK
Financial
|
SELL | 2020-08-07 | 1K–15K | 2 | -19.72 | |
|
Brown & Brown, Inc
BRO
Financial
|
BUY | 2020-08-07 | 15K–50K | 2 | -1.07 | |
|
Calvert International Responsible Index ETF
CVIE
Financial
|
BUY | 2020-08-07 | 15K–50K | 2 | — | |
|
Costco Wholesale Corp
COST
Consumer Defensive
|
SELL | 2020-08-07 | 1K–15K | 3 | -11.7 | |
|
Chevron Corp
CVX
Energy
|
SELL | 2020-08-07 | 1K–15K | 3 | -8.21 | |
|
Constellation Brands Inc
STZ
Consumer Defensive
|
SELL | 2020-08-07 | 1K–15K | 3 | -10.94 | |
|
CRA International Inc
CRAI
Industrials
|
BUY | 2020-08-07 | 1K–15K | 3 | 7.98 | |
|
Cisco Systems, Inc
CSCO
Technology
|
SELL | 2020-08-07 | 1K–15K | 3 | -2.12 | |
|
Citigroup Inc
C
Financial
|
SELL | 2020-08-07 | 1K–15K | 3 | -9.73 | |
|
CRA International Inc
CRAI
Industrials
|
BUY | 2020-08-07 | 1K–15K | 3 | 7.98 | |
|
Capital One Financial Corp
COF
Financial
|
SELL | 2020-08-07 | 1K–15K | 3 | -23.54 | |
|
First Trust Small Cap Core AlphaDEX Fund
FYX
Financial
|
BUY | 2020-08-07 | 1K–15K | 4 | 19.65 | |
|
AB Corporate Bond ETF
EYEG
Financial
|
BUY | 2020-08-07 | 1K–15K | 4 | — | |
|
Danaher Corp
DHR
Healthcare
|
SELL | 2020-08-07 | 1K–15K | 4 | -5.51 | |
|
Fidelity Total Bond ETF
FBND
Financial
|
SELL | 2020-08-07 | 1K–15K | 4 | -1.13 | |
|
Equus Total Return Inc
EQS
Financial
|
SELL | 2020-08-07 | 1K–15K | 4 | 18.31 | |
|
AB Corporate Bond ETF
EYEG
Financial
|
BUY | 2020-08-07 | 1K–15K | 4 | — | |
|
Fiserv, Inc
FI
Technology
|
SELL | 2020-08-07 | 1K–15K | 4 | -15.35 | |
|
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
Financial
|
BUY | 2020-08-07 | 1K–15K | 5 | 2.28 | |
|
iShares International Dividend Active ETF
BIDD
Financial
|
BUY | 2020-08-07 | 15K–50K | 5 | — | |
|
iShares International Dividend Active ETF
BIDD
Financial
|
BUY | 2020-08-07 | 1K–15K | 5 | — | |
|
US Treasury Bond
USTBOND
U.S. Treasuries
|
BUY | 2020-08-07 | 1K–15K | 5 | — | |
|
Home Depot, Inc
HD
Consumer Cyclical
|
SELL | 2020-08-07 | 1K–15K | 5 | 3.09 | |
|
Hilton Worldwide Holdings Inc
HLT
Consumer Cyclical
|
SELL | 2020-08-07 | 1K–15K | 5 | -13.82 | |
|
Honeywell International Inc
HON
Industrials
|
SELL | 2020-08-07 | 1K–15K | 5 | -24.95 | |
|
Microsoft Corporation
MSFT
Technology
|
SELL | 2020-08-07 | 1K–15K | 6 | 5.73 | |
|
PIMCO Access Income Fund
PAXS
Financial
|
SELL | 2020-08-07 | 1K–15K | 6 | — | |
|
Keurig Dr Pepper Inc
KDP
Consumer Defensive
|
SELL | 2020-08-07 | 1K–15K | 6 | -2.84 | |
|
Lockheed Martin Corp
LMT
Industrials
|
SELL | 2020-08-07 | 1K–15K | 6 | 4.79 | |
|
Nuveen ESG International Developed Markets Equity ETF
NUDM
Financial
|
BUY | 2020-08-07 | 15K–50K | 6 | 10.1 | |
|
PepsiCo Inc
PEP
Consumer Defensive
|
SELL | 2020-08-07 | 1K–15K | 6 | -4.09 | |
|
JPMorgan Chase & Co
JPM
Financial
|
SELL | 2020-08-07 | 1K–15K | 6 | -19.02 | |
|
Microchip Technology, Inc
MCHP
Technology
|
SELL | 2020-08-07 | 1K–15K | 6 | -20.7 | |
|
NextEra Energy Inc
NEE
Utilities
|
SELL | 2020-08-07 | 1K–15K | 6 | -8.0 | |
|
Truist Financial Corporation
TFC
Financial
|
SELL | 2020-08-07 | 1K–15K | 7 | -23.7 | |
|
Prologis Inc
PLD
Real Estate
|
SELL | 2020-08-07 | 1K–15K | 7 | 1.29 | |
|
Thermo Fisher Scientific Inc
TMO
Healthcare
|
SELL | 2020-08-07 | 1K–15K | 7 | -6.87 | |
|
Barclays plc ADR
BCS
Financial
|
BUY | 2020-08-07 | 1K–15K | 7 | 25.21 | |
|
Ross Stores, Inc
ROST
Consumer Cyclical
|
SELL | 2020-08-07 | 1K–15K | 7 | -16.74 | |
|
Sherwin-Williams Co
SHW
Basic Materials
|
SELL | 2020-08-07 | 1K–15K | 7 | -9.07 | |
|
Union Pacific Corp
UNP
Industrials
|
SELL | 2020-08-07 | 1K–15K | 8 | -5.88 | |
|
Vanguard Total Bond Market ETF
BND
Financial
|
BUY | 2020-08-07 | 1K–15K | 8 | 0.71 | |
|
Visa Inc
V
Financial
|
SELL | 2020-08-07 | 1K–15K | 8 | 2.03 | |
|
Zoetis Inc
ZTS
Healthcare
|
SELL | 2020-08-07 | 1K–15K | 8 | -1.05 | |
|
Walmart Inc
WMT
Consumer Defensive
|
SELL | 2020-08-07 | 1K–15K | 8 | -8.05 | |
|
Walt Disney Co
DIS
Communication Services
|
SELL | 2020-08-07 | 1K–15K | 8 | -8.55 |
Volume
1K–15K
Page
1
Transaction Date
2020-08-07
90d Return
2.54%