Traded Issuer | Published | Traded | Filed After | Type | Size | |
|---|---|---|---|---|---|---|
Microsoft CorpMSFT:US | 11 Jul 2024 | 20 Jun 2024 | days 21 | buy | 1K–15K | |
NUANCE MID CAP VALUE FUNDNMVZX:US | 11 Jul 2024 | 4 Jun 2024 | days 37 | buy | 1K–15K | |
11 Jul 2024 | 26 Jun 2024 | days 15 | buy | 1K–15K | ||
11 Jul 2024 | 26 Jun 2024 | days 15 | buy | 1K–15K | ||
11 Jul 2024 | 4 Jun 2024 | days 37 | buy | 1K–15K | ||
5 Jun 2024 | 31 May 2024 | days 5 | buy | 1K–15K | ||
5 Jun 2024 | 31 May 2024 | days 5 | sell | 1K–15K | ||
iShares MSCI EAFE ETFEFA:US | 5 Jun 2024 | 31 May 2024 | days 5 | sell | 1K–15K | |
Hess CorpHES:US | 8 May 2024 | 28 Mar 2024 | days 41 | sell | 1K–15K | |
Applied Materials IncAMAT:US | 8 May 2024 | 28 Mar 2024 | days 41 | buy | 1K–15K | |
Schwab US TIPS ETFSCHP:US | 8 May 2024 | 20 Feb 2024 | days 78 | sell | 1K–15K | |
8 May 2024 | 20 Feb 2024 | days 78 | sell | 1K–15K | ||
8 May 2024 | 20 Feb 2024 | days 78 | buy | 1K–15K | ||
8 May 2024 | 20 Feb 2024 | days 78 | buy | 1K–15K | ||
iShares MSCI EAFE ETFEFA:US | 7 May 2024 | 11 Apr 2024 | days 26 | sell | 15K–50K |
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