90d Post-Disclosure Performance
90d Post-Disclosure Performance
| Asset | Transaction Type | Transaction Date | Volume | Page | PD Return 90d (%) | |
|---|---|---|---|---|---|---|
|
Air Products & Chemicals Inc
APD
Basic Materials
|
BUY | 2024-06-03 | 1K–15K | 1 | 22.7 | |
|
Air Products & Chemicals Inc
APD
Basic Materials
|
BUY | 2024-05-29 | 1K–15K | 1 | 22.7 | |
|
Accenture plc
ACN
Technology
|
BUY | 2023-11-10 | 1K–15K | 1 | 6.14 | |
|
Abbott Laboratories
ABT
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 1 | 2.36 | |
|
Advanced Micro Devices Inc
AMD
Technology
|
BUY | 2023-11-10 | 1K–15K | 1 | 3.74 | |
|
Abbott Laboratories
ABT
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 1 | 2.36 | |
|
American International Group Inc
AIG
Financial
|
SELL | 2024-06-03 | 1K–15K | 2 | -0.52 | |
|
American International Group Inc
AIG
Financial
|
SELL | 2024-05-29 | 1K–15K | 2 | -0.52 | |
|
American Express Co
AXP
Financial
|
BUY | 2023-11-10 | 1K–15K | 2 | 19.16 | |
|
American Electric Power Company Inc
AEP
Utilities
|
BUY | 2023-11-10 | 1K–15K | 2 | -2.37 | |
|
Analog Devices Inc
ADI
Technology
|
BUY | 2023-11-10 | 1K–15K | 2 | 2.02 | |
|
Alphabet Inc
GOOGL
Communication Services
|
BUY | 2023-11-10 | 1K–15K | 2 | 9.13 | |
|
Amazon.com Inc
AMZN
Consumer Cyclical
|
BUY | 2023-11-10 | 1K–15K | 2 | 19.55 | |
|
Allegion plc
ALLE
Industrials
|
BUY | 2023-11-10 | 1K–15K | 2 | 2.83 | |
|
Alphabet Inc
GOOGL
Communication Services
|
BUY | 2023-11-10 | 1K–15K | 2 | 9.13 | |
|
Axalta Coating Systems Ltd
AXTA
Basic Materials
|
SELL | 2024-05-06 | 1K–15K | 3 | -13.57 | |
|
Aptiv PLC
APTV
Consumer Cyclical
|
BUY | 2023-11-10 | 1K–15K | 3 | -20.03 | |
|
Apple Inc
AAPL
Technology
|
BUY | 2023-11-10 | 1K–15K | 3 | 7.67 | |
|
Automatic Data Processing Inc
ADP
Technology
|
BUY | 2023-11-10 | 1K–15K | 3 | 11.62 | |
|
AT&T, Inc
T
Communication Services
|
BUY | 2023-11-10 | 1K–15K | 3 | 12.56 | |
|
Avantor Inc
AVTR
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 3 | -16.0 | |
|
Bank Of America Corp
BAC
Financial
|
BUY | 2023-11-10 | 1K–15K | 3 | 16.35 | |
|
Axalta Coating Systems Ltd
AXTA
Basic Materials
|
BUY | 2023-11-10 | 1K–15K | 3 | 13.57 | |
|
Applied Materials Inc
AMAT
Technology
|
BUY | 2023-11-10 | 1K–15K | 3 | 0.17 | |
|
Cardinal Health, Inc
CAH
Healthcare
|
BUY | 2024-06-03 | 1K–15K | 4 | 7.3 | |
|
Cardinal Health, Inc
CAH
Healthcare
|
BUY | 2024-05-02 | 1K–15K | 4 | 7.3 | |
|
Caterpillar Inc
CAT
Industrials
|
SELL | 2024-02-05 | 1K–15K | 4 | -18.73 | |
|
Bristol-Myers Squibb Co
BMY
Healthcare
|
SELL | 2024-01-18 | 1K–15K | 4 | -19.97 | |
|
BP plc ADR
BP
Energy
|
BUY | 2023-11-16 | 1K–15K | 4 | -10.34 | |
|
Bristol-Myers Squibb Co
BMY
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 4 | 19.97 | |
|
Blackrock Inc
BLK
Financial
|
BUY | 2023-11-10 | 1K–15K | 4 | 15.75 | |
|
Becton Dickinson & Co
BDX
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 4 | -7.63 | |
|
Berkshire Hathaway Inc
BRK-B
Financial
|
BUY | 2023-11-10 | 1K–15K | 4 | 0.1 | |
|
Broadcom Inc
AVGO
Technology
|
BUY | 2023-11-10 | 1K–15K | 4 | 9.32 | |
|
Coca-Cola Co
KO
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 5 | -11.56 | |
|
Comcast Corp
CMCSA
Communication Services
|
BUY | 2023-11-10 | 1K–15K | 5 | 10.42 | |
|
CIENA Corp
CIEN
Technology
|
BUY | 2023-11-10 | 1K–15K | 5 | 25.6 | |
|
CME Group Inc
CME
Financial
|
BUY | 2023-11-10 | 1K–15K | 5 | 11.39 | |
|
Chevron Corp
CVX
Energy
|
BUY | 2023-11-10 | 1K–15K | 5 | 13.27 | |
|
Cognizant Technology Solutions Corp
CTSH
Technology
|
BUY | 2023-11-10 | 1K–15K | 5 | 5.69 | |
|
Chubb Limited
CB
Financial
|
BUY | 2023-11-10 | 1K–15K | 5 | 1.44 | |
|
Caterpillar Inc
CAT
Industrials
|
BUY | 2023-11-10 | 1K–15K | 5 | 18.73 | |
|
Cisco Systems, Inc
CSCO
Technology
|
BUY | 2023-11-10 | 1K–15K | 5 | 19.62 | |
|
CB Financial Services Inc
CBFV
Financial
|
BUY | 2024-07-18 | 1K–15K | 6 | 25.81 | |
|
Dollar General Corp
DG
Consumer Defensive
|
SELL | 2024-06-03 | 1K–15K | 6 | 6.51 | |
|
Crown Castle Inc
CCI
Real Estate
|
BUY | 2024-05-16 | 1K–15K | 6 | -5.86 | |
|
Crown Castle Inc
CCI
Real Estate
|
BUY | 2024-05-02 | 1K–15K | 6 | -5.86 | |
|
Diageo plc ADR
DEO
Consumer Defensive
|
BUY | 2024-03-05 | 1K–15K | 6 | -7.64 | |
|
Conoco Phillips
COP
Energy
|
BUY | 2023-11-10 | 1K–15K | 6 | -2.7 | |
|
Conoco Phillips
COP
Energy
|
BUY | 2023-11-10 | 1K–15K | 6 | -2.7 | |
|
Cummins Inc
CMI
Industrials
|
BUY | 2023-11-10 | 1K–15K | 6 | 24.59 | |
|
Dollar General Corp
DG
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 6 | -6.51 | |
|
Corteva Inc
CTVA
Basic Materials
|
BUY | 2023-11-10 | 1K–15K | 6 | 12.29 | |
|
Electronic Arts, Inc
EA
Communication Services
|
BUY | 2024-03-01 | 1K–15K | 7 | 13.62 | |
|
Electronic Arts, Inc
EA
Communication Services
|
BUY | 2024-02-23 | 1K–15K | 7 | 13.62 | |
|
Elevance Health Inc
ELV
Healthcare
|
BUY | 2023-11-16 | 1K–15K | 7 | -26.8 | |
|
Elevance Health Inc
ELV
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 7 | -26.8 | |
|
Dollar Tree Inc
DLTR
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 7 | -10.83 | |
|
EOG Resources, Inc
EOG
Energy
|
BUY | 2023-11-10 | 1K–15K | 7 | 6.92 | |
|
Entergy Corp
ETR
Utilities
|
BUY | 2023-11-10 | 1K–15K | 7 | 26.45 | |
|
Exxon Mobil Corp
XOM
Energy
|
BUY | 2023-11-10 | 1K–15K | 7 | 2.9 | |
|
Eaton Corporation plc
ETN
Industrials
|
BUY | 2023-11-10 | 1K–15K | 7 | 28.84 | |
|
Icon Plc
ICLR
Healthcare
|
BUY | 2024-06-12 | 1K–15K | 8 | -31.6 | |
|
Fidelity International Multifactor ETF
FDEV
Financial
|
BUY | 2024-05-15 | 1K–15K | 8 | -1.74 | |
|
Fox Corporation
FOXA
Communication Services
|
SELL | 2023-12-22 | 1K–15K | 8 | -14.74 | |
|
Honeywell International Inc
HON
Industrials
|
BUY | 2023-11-10 | 1K–15K | 8 | 12.8 | |
|
Fortive Corp
FTV
Technology
|
BUY | 2023-11-10 | 1K–15K | 8 | 8.72 | |
|
Fox Corporation
FOXA
Communication Services
|
BUY | 2023-11-10 | 1K–15K | 8 | 14.74 | |
|
Home Depot, Inc
HD
Consumer Cyclical
|
BUY | 2023-11-10 | 1K–15K | 8 | 17.68 | |
|
Humana Inc
HUM
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 8 | -19.14 | |
|
Illinois Tool Works, Inc
ITW
Industrials
|
BUY | 2023-11-10 | 1K–15K | 8 | 12.14 | |
|
KLA Corp
KLAC
Technology
|
SELL | 2024-06-26 | 1K–15K | 9 | 9.92 | |
|
Labcorp Holdings Inc
LH
Healthcare
|
SELL | 2024-03-06 | 1K–15K | 9 | -5.07 | |
|
Johnson & Johnson
JNJ
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 9 | -6.65 | |
|
International Business Machines Corp
IBM
Technology
|
BUY | 2023-11-10 | 1K–15K | 9 | 13.87 | |
|
KLA Corp
KLAC
Technology
|
BUY | 2023-11-10 | 1K–15K | 9 | -9.92 | |
|
JPMorgan Chase & Co
JPM
Financial
|
BUY | 2023-11-10 | 1K–15K | 9 | 12.44 | |
|
Lam Research Corp
LRCX
Technology
|
BUY | 2023-11-10 | 1K–15K | 9 | 2.84 | |
|
Labcorp Holdings Inc
LH
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 9 | 5.07 | |
|
Intercontinental Exchange Inc
ICE
Financial
|
BUY | 2023-11-10 | 1K–15K | 9 | -1.68 | |
|
Lam Research Corp
LRCX
Technology
|
SELL | 2024-07-30 | 1K–15K | 10 | -2.84 | |
|
LPL Financial Holdings Inc
LPLA
Financial
|
SELL | 2024-07-18 | 1K–15K | 10 | -47.57 | |
|
Marvell Technology Inc
MRVL
Technology
|
BUY | 2023-11-10 | 1K–15K | 10 | 38.44 | |
|
LPL Financial Holdings Inc
LPLA
Financial
|
BUY | 2023-11-10 | 1K–15K | 10 | 47.57 | |
|
Lockheed Martin Corp
LMT
Industrials
|
BUY | 2023-11-10 | 1K–15K | 10 | -7.68 | |
|
Linde Plc
LIN
Basic Materials
|
BUY | 2023-11-10 | 1K–15K | 10 | -2.74 | |
|
Las Vegas Sands Corp
LVS
Consumer Cyclical
|
BUY | 2023-11-10 | 1K–15K | 10 | 42.76 | |
|
McDonald's Corp
MCD
Consumer Cyclical
|
BUY | 2023-11-10 | 1K–15K | 10 | 3.04 | |
|
Marsh & McLennan Cos., Inc
MMC
Financial
|
BUY | 2023-11-10 | 1K–15K | 10 | 2.12 | |
|
Medtronic Plc
MDT
Healthcare
|
BUY | 2024-06-18 | 1K–15K | 11 | -1.96 | |
|
Medtronic Plc
MDT
Healthcare
|
SELL | 2024-06-03 | 1K–15K | 11 | 1.96 | |
|
Microsoft Corporation
MSFT
Technology
|
BUY | 2023-11-10 | 15K–50K | 11 | 5.47 | |
|
Microchip Technology, Inc
MCHP
Technology
|
BUY | 2023-11-10 | 1K–15K | 11 | -7.34 | |
|
Micron Technology Inc
MU
Technology
|
BUY | 2023-11-10 | 1K–15K | 11 | 11.38 | |
|
Medtronic Plc
MDT
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 11 | -1.96 | |
|
Merck & Co Inc
MRK
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 11 | -13.14 | |
|
Meta Platforms Inc
META
Communication Services
|
BUY | 2023-11-10 | 1K–15K | 11 | 15.95 | |
|
Mondelez International Inc
MDLZ
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 11 | -9.14 | |
|
Monster Beverage Corp
MNST
Consumer Defensive
|
SELL | 2024-06-03 | 1K–15K | 12 | -13.83 | |
|
NVIDIA Corp
NVDA
Technology
|
BUY | 2024-03-26 | 1K–15K | 12 | 28.37 | |
|
NVIDIA Corp
NVDA
Technology
|
BUY | 2024-03-13 | 1K–15K | 12 | 28.37 | |
|
Mondelez International Inc
MDLZ
Consumer Defensive
|
SELL | 2024-03-05 | 1K–15K | 12 | 9.14 | |
|
NVIDIA Corp
NVDA
Technology
|
BUY | 2024-02-09 | 1K–15K | 12 | 28.37 | |
|
Monster Beverage Corp
MNST
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 12 | 13.83 | |
|
Morgan Stanley
MS
Financial
|
BUY | 2023-11-10 | 1K–15K | 12 | 33.04 | |
|
Novo Nordisk ADR
NVO
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 12 | -20.25 | |
|
Northrop Grumman Corp
NOC
Industrials
|
BUY | 2023-11-10 | 1K–15K | 12 | -6.86 | |
|
Philip Morris International Inc
PM
Consumer Defensive
|
SELL | 2024-04-09 | 1K–15K | 13 | -5.39 | |
|
PepsiCo Inc
PEP
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 13 | -7.46 | |
|
PPG Industries, Inc
PPG
Basic Materials
|
BUY | 2023-11-10 | 1K–15K | 13 | -1.0 | |
|
Procter & Gamble Co
PG
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 13 | 3.57 | |
|
PNC Financial Services Group Inc
PNC
Financial
|
BUY | 2023-11-10 | 1K–15K | 13 | 15.52 | |
|
Parker-Hannifin Corp
PH
Industrials
|
BUY | 2023-11-10 | 1K–15K | 13 | 22.07 | |
|
Progressive Corp
PGR
Financial
|
BUY | 2023-11-10 | 1K–15K | 13 | 4.69 | |
|
Otis Worldwide Corp
OTIS
Industrials
|
BUY | 2023-11-10 | 1K–15K | 13 | 7.55 | |
|
Philip Morris International Inc
PM
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 13 | 5.39 | |
|
Ross Stores, Inc
ROST
Consumer Cyclical
|
SELL | 2024-08-13 | 1K–15K | 14 | -3.34 | |
|
Progressive Corp
PGR
Financial
|
SELL | 2024-05-02 | 1K–15K | 14 | -4.69 | |
|
Progressive Corp
PGR
Financial
|
SELL | 2024-04-10 | 1K–15K | 14 | -4.69 | |
|
Reinsurance Group Of America, Inc
RGA
Financial
|
BUY | 2023-11-10 | 1K–15K | 14 | 4.67 | |
|
Skechers U S A, Inc
SKX
Consumer Cyclical
|
BUY | 2023-11-10 | 1K–15K | 14 | -2.06 | |
|
Sony Group Corporation ADR
SONY
Technology
|
BUY | 2023-11-10 | 1K–15K | 14 | 5.15 | |
|
Shell Plc ADR
SHEL
Energy
|
BUY | 2023-11-10 | 1K–15K | 14 | -6.29 | |
|
Ross Stores, Inc
ROST
Consumer Cyclical
|
BUY | 2023-11-10 | 1K–15K | 14 | 3.34 | |
|
Sanofi ADR
SNY
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 14 | -16.63 | |
|
Unilever plc ADR
UL
Consumer Defensive
|
SELL | 2024-05-06 | 1K–15K | 15 | 6.89 | |
|
Thermo Fisher Scientific Inc
TMO
Healthcare
|
BUY | 2024-03-06 | 1K–15K | 15 | -12.56 | |
|
Tenet Healthcare Corp
THC
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 15 | -12.14 | |
|
Trane Technologies plc
TT
Industrials
|
BUY | 2023-11-10 | 1K–15K | 15 | 20.11 | |
|
Texas Instruments Inc
TXN
Technology
|
BUY | 2023-11-10 | 1K–15K | 15 | 0.64 | |
|
TKO Group Holdings Inc
TKO
Communication Services
|
BUY | 2023-11-10 | 1K–15K | 15 | 14.33 | |
|
Union Pacific Corp
UNP
Industrials
|
BUY | 2023-11-10 | 1K–15K | 15 | -5.65 | |
|
Unilever plc ADR
UL
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 15 | -6.89 | |
|
Southern Company
SO
Utilities
|
BUY | 2023-11-10 | 1K–15K | 15 | -0.47 | |
|
Veeva Systems Inc
VEEV
Healthcare
|
SELL | 2024-07-16 | 1K–15K | 16 | -5.43 | |
|
Verizon Communications Inc
VZ
Communication Services
|
SELL | 2024-03-26 | 1K–15K | 16 | -3.75 | |
|
Visa Inc
V
Financial
|
SELL | 2024-01-05 | 1K–15K | 16 | -13.9 | |
|
Visa Inc
V
Financial
|
BUY | 2023-11-10 | 1K–15K | 16 | 13.9 | |
|
Verizon Communications Inc
VZ
Communication Services
|
BUY | 2023-11-10 | 1K–15K | 16 | 3.75 | |
|
Valero Energy Corp
VLO
Energy
|
BUY | 2023-11-10 | 1K–15K | 16 | -0.12 | |
|
United Parcel Service, Inc
UPS
Industrials
|
BUY | 2023-11-10 | 1K–15K | 16 | 6.38 | |
|
Unitedhealth Group Inc
UNH
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 16 | 2.01 | |
|
Veeva Systems Inc
VEEV
Healthcare
|
BUY | 2023-11-10 | 1K–15K | 16 | 5.43 | |
|
Voya Financial Inc
VOYA
Financial
|
SELL | 2024-07-05 | 1K–15K | 17 | -18.72 | |
|
Westinghouse Air Brake Technologies Corp
WAB
Industrials
|
BUY | 2024-02-14 | 1K–15K | 17 | 21.85 | |
|
Wells Fargo & Co
WFC
Financial
|
BUY | 2023-11-10 | 1K–15K | 17 | 29.71 | |
|
Waste Management, Inc
WM
Industrials
|
BUY | 2023-11-10 | 1K–15K | 17 | 7.89 | |
|
Voya Financial Inc
VOYA
Financial
|
BUY | 2023-11-10 | 1K–15K | 17 | 18.72 | |
|
Zebra Technologies Corp
ZBRA
Technology
|
BUY | 2023-11-10 | 1K–15K | 17 | 24.09 | |
|
Walmart Inc
WMT
Consumer Defensive
|
BUY | 2023-11-10 | 1K–15K | 17 | 20.05 |
Volume
1K–15K
Page
8
Transaction Date
2023-11-10
90d Return
12.8%