| Ticker | Sector | Trades |
|---|---|---|
| VYM | Large Cap Value | 4 |
| QQQ | Large Cap Growth | 3 |
| VB | Small Cap Blend | 3 |
| VCIT | Fixed Income | 2 |
| VCSH | Fixed Income | 2 |
| AAPL | Information Technology | 2 |
| PKW | Funds / ETFs | 2 |
| RWL | Large Cap Blend | 2 |
| VFH | Funds / ETFs | 2 |
| AMZN | Consumer Discretionary | 1 |
| Ticker | Sector | Type | Trade date | Amount | Source |
|---|---|---|---|---|---|
| AMZN | Consumer Discretionary | buy | 10/28/2016 | $15,001 - $50,000 | PTR ↗ |
| LUK | Funds / ETFs | sell | 02/18/2016 | $1,001 - $15,000 | PTR ↗ |
| QQQ | Large Cap Growth | sell | 02/18/2016 | $1,001 - $15,000 | PTR ↗ |
| VYM | Large Cap Value | sell | 02/18/2016 | $1,001 - $15,000 | PTR ↗ |
| VCIT | Fixed Income | buy | 02/18/2016 | $1,001 - $15,000 | PTR ↗ |
| VCSH | Fixed Income | buy | 02/18/2016 | $1,001 - $15,000 | PTR ↗ |
| VB | Small Cap Blend | sell | 02/18/2016 | $1,001 - $15,000 | PTR ↗ |
| VXUS | International | buy | 02/18/2016 | $1,001 - $15,000 | PTR ↗ |
| VB | Small Cap Blend | buy | 02/10/2016 | $1,001 - $15,000 | PTR ↗ |
| AAPL | Information Technology | sell | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| CL | Consumer Staples | sell | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| PKW | Funds / ETFs | sell | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| QQQ | Large Cap Growth | buy | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| RWL | Large Cap Blend | sell | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| VXF | Funds / ETFs | sell | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| VFH | Funds / ETFs | sell | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| VYM | Large Cap Value | buy | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| VCIT | Fixed Income | buy | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| VO | Mid Cap Blend | buy | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| VCSH | Fixed Income | buy | 01/29/2016 | $15,001 - $50,000 | PTR ↗ |
| VB | Small Cap Blend | buy | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| HYI | Unclassified | sell | 01/29/2016 | $1,001 - $15,000 | PTR ↗ |
| BCE | Communication Services | sell | 12/28/2015 | $1,001 - $15,000 | PTR ↗ |
| PKW | Funds / ETFs | sell | 12/28/2015 | $15,001 - $50,000 | PTR ↗ |
| QQQ | Large Cap Growth | buy | 12/28/2015 | $15,001 - $50,000 | PTR ↗ |
| RWL | Large Cap Blend | sell | 12/28/2015 | $1,001 - $15,000 | PTR ↗ |
| SPY | Large Cap Blend | buy | 12/28/2015 | $15,001 - $50,000 | PTR ↗ |
| VFH | Funds / ETFs | sell | 12/28/2015 | $1,001 - $15,000 | PTR ↗ |
| VYM | Large Cap Value | buy | 12/28/2015 | $15,001 - $50,000 | PTR ↗ |
| VYM | Large Cap Value | buy | 12/18/2015 | $1,001 - $15,000 | PTR ↗ |
| KMI | Energy | sell | 10/29/2015 | $1,001 - $15,000 | PTR ↗ |
| BRK.B | Financials | buy | 09/22/2015 | $1,001 - $15,000 | PTR ↗ |
| IXP | International | sell | 06/30/2015 | $1,001 - $15,000 | PTR ↗ |
| AAPL | Information Technology | sell | 02/12/2015 | $15,001 - $50,000 | PTR ↗ |
| XLV | Funds / ETFs | buy | 01/27/2015 | $1,001 - $15,000 | PTR ↗ |