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LOIS FRANKEL

lois frankel

House / Democratic / Florida
"Lois Frankel focuses on women's rights, healthcare, and veterans' affairs."

Net Worth Est.

$2.84 M

Trade volume

$12.53 M

Total trades

1542

Last Traded

Sep. 08, 2023
  • Trades
  • Current Portfolio
  • Networth

Trade volume

Top Traded Sectors

  • Finance

    309

  • Health Technology

    141

  • Producer Manufacturing

    114

  • Electronic Technology

    107

  • Technology Services

    89

  • Consumer Non-Durables

    79

  • Utilities

    72

  • Process Industries

    67

  • Energy Minerals

    51

  • Retail Trade

    48

Trade Volume$12.53 M
Total Trades1542
Ticker
Transaction
Transaction on
Description
Change Since Trade
Copy Trade
CMCSA
CMCSA

Comcast

Sale

$15,001 - $50,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-38.91%
JPM
JPM

JPMorgan Chase

Sale

$15,001 - $50,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
111.09%
COP
COP

ConocoPhillips

Sale

$15,001 - $50,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-25.55%
CI
CI

Cigna Group

Sale

$15,001 - $50,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-4.20%
PLD
PLD

Prologis

Sale

$15,001 - $50,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
0.29%
AON
AON

Aon

Sale

$15,001 - $50,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
5.00%
SUI
SUI

Sun Communities

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
6.72%
BAH
BAH

Booz Allen Hamilton

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-25.94%
MTB
MTB

M&T Bank

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
53.52%
NSRGY
NSRGY

Nestle

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-14.18%
FAF
FAF

First American Corporation

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
5.78%
WAT
WAT

Waters

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
43.95%
BIO
BIO

Bio-Rad Laboratories

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-12.51%
NXPI
NXPI

NXP Semiconductors

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-2.93%
TEL
TEL

TE Connectivity

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
85.62%
LOW
LOW

Lowe's Companies

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-1.49%
TT
TT

Trane Technologies

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
103.05%
C
C

Citigroup

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
147.11%
IT
IT

Gartner

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-34.76%
LNT
LNT

Alliant Energy

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
32.70%
ACN
ACN

Accenture

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-24.66%
DD
DD

DuPont de Nemours

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-47.34%
ULTA
ULTA

Ulta Beauty

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
27.95%
PFE
PFE

Pfizer

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-26.83%
AOS
AOS

A.O. Smith

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-7.76%
FLR
FLR

Fluor

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
21.11%
BSX
BSX

Boston Scientific

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
90.63%
LKQ
LKQ

LKQ

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-39.46%
AXP
AXP

American Express

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
126.88%
MMC
MMC

Marsh & McLennan

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-6.14%
VNT
VNT

Vontier

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
19.19%
XEL
XEL

Xcel Energy

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
Managed By Anchor Capital Advisors Llc
41.20%
ADI
ADI

Analog Devices

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
32.35%
CB
CB

Chubb

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
44.37%
ABBV
ABBV

AbbVie

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
55.93%
DORM
DORM

Dorman Prods

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
67.62%
SO
SO

Southern

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
33.51%
MS
MS

Morgan Stanley

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
92.96%
ADSK
ADSK

Autodesk

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
36.59%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
28.52%
BWXT
BWXT

BWX Technologies

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
147.31%
DEO
DEO

Diageo

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-41.37%
CBOE
CBOE

Cboe Global Markets

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
68.79%
MCK
MCK

McKesson

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
100.13%
KVUE
KVUE

Kenvue

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-21.78%
CRL
CRL

Charles River

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-15.99%
GD
GD

General Dynamics

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
58.01%
KKR
KKR

KKR & Co

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
90.89%
KLAC
KLAC

KLA

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
127.90%
LBRDK
LBRDK

Liberty Broadband

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-47.70%
ETR
ETR

Entergy

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-0.23%
EXPD
EXPD

Expeditors Intl

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
20.65%
PGR
PGR

Progressive

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
65.87%
MKL
MKL

Markel Group

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
39.89%
DUK
DUK

Duke Energy

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
34.82%
GL
GL

Globe Life

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
20.75%
PXD
PXD

Pioneer Natural Resources

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
----
CASY
CASY

Casey's General Stores

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
122.51%
WSO
WSO

Watsco

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-1.82%
BSX
BSX

Boston Scientific

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
90.63%
TGT
TGT

Target

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-27.32%
NDAQ
NDAQ

Nasdaq

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
69.32%
HAL
HAL

Halliburton

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-33.87%
PCAR
PCAR

PACCAR

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
13.11%
TXN
TXN

Texas Instruments

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-3.24%
HON
HON

Honeywell Intl

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
7.87%
WRB
WRB

WR Berkley

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
86.50%
COLD
COLD

Americold Realty Trust

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-67.17%
AVY
AVY

Avery Dennison

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-4.50%
NSC
NSC

Norfolk Southern

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
45.15%
LAMR
LAMR

Lamar Advertising

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
49.91%
NSA
NSA

National Storage

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-13.45%
HES
HES

Hess

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-7.20%
JNJ
JNJ

Johnson & Johnson

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
22.03%
ITW
ITW

Illinois Tool Works

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
2.31%
MAR
MAR

Marriott Intl

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
39.07%
ETN
ETN

Eaton Corp

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
49.24%
ARE
ARE

Alexandria Real Estate

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-54.53%
UNP
UNP

Union Pacific

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
5.30%
PEP
PEP

PepsiCo

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-17.26%
FANG
FANG

Diamondback Energy

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-4.38%
TMO
TMO

Thermo Fisher Scientific

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
11.66%
HSY
HSY

Hershey

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-14.27%
RGLD
RGLD

Royal Gold

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
70.63%
POR
POR

Portland Gen Electric

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
13.16%
NOC
NOC

Northrop Grumman

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
32.00%
ES
ES

Eversource Energy

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
18.07%
PNC
PNC

PNC Finl Servs Gr

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
57.35%
HUBB
HUBB

Hubbell

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
32.13%
MCK
MCK

McKesson

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
100.13%
SHW
SHW

Sherwin-Williams

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
22.37%
BR
BR

Broadridge Financial Soln

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
20.42%
SSNC
SSNC

SS&C Techs Hldgs

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
49.81%
MRK
MRK

Merck & Co

Sale

$1,001 - $15,000

Sep 08, 2023

Reported on

Oct 10, 2023
---
-14.79%
PCAR
PCAR

PACCAR

Purchase

$1,001 - $15,000

Sep 07, 2023

Reported on

Oct 10, 2023
---
15.10%
JCI
JCI

Johnson Controls Intl

Sale (Partial)

$1,001 - $15,000

Sep 06, 2023

Reported on

Oct 10, 2023
---
106.18%
MRK
MRK

Merck & Co

Sale (Partial)

$1,001 - $15,000

Sep 06, 2023

Reported on

Oct 10, 2023
---
-12.74%
ABBV
ABBV

AbbVie

Purchase

$1,001 - $15,000

Sep 06, 2023

Reported on

Oct 10, 2023
---
59.58%
PCAR
PCAR

PACCAR

Purchase

$1,001 - $15,000

Sep 06, 2023

Reported on

Oct 10, 2023
---
15.52%
DG
DG

Dollar Gen

Sale

$1,001 - $15,000

Sep 01, 2023

Reported on

Oct 10, 2023
---
-19.94%
JCI
JCI

Johnson Controls Intl

Sale (Partial)

$1,001 - $15,000

Aug 31, 2023

Reported on

Oct 10, 2023
---
101.02%
JCI
JCI

Johnson Controls Intl

Sale (Partial)

$1,001 - $15,000

Aug 30, 2023

Reported on

Oct 10, 2023
---
101.12%
ABBV
ABBV

AbbVie

Purchase

$1,001 - $15,000

Aug 30, 2023

Reported on

Oct 10, 2023
---
56.66%
KVUE
KVUE

Kenvue

Purchase

$1,001 - $15,000

Aug 10, 2023

Reported on

Aug 26, 2023
---
-28.71%
WTW
WTW

Willis Towers Watson

Sale

$1,001 - $15,000

Aug 10, 2023

Reported on

Aug 26, 2023
---
60.14%
JNJ
JNJ

Johnson & Johnson

Sale (Partial)

$1,001 - $15,000

Aug 10, 2023

Reported on

Aug 26, 2023
---
13.80%
WTW
WTW

Willis Towers Watson

Sale (Partial)

$1,001 - $15,000

Aug 09, 2023

Reported on

Aug 26, 2023
Managed By Anchor Capital Advisors Llc
59.24%
IFF
IFF

Intl Flavors & Fragrances

Sale

$1,001 - $15,000

Aug 09, 2023

Reported on

Aug 26, 2023
---
3.29%
SHV
SHV

iShares Short Treasury Bond ETF

Purchase

$1,001 - $15,000

Aug 09, 2023

Reported on

Aug 26, 2023
---
0.16%
NSP
NSP

Insperity

Sale

$1,001 - $15,000

Aug 07, 2023

Reported on

Aug 26, 2023
---
-66.47%
SHV
SHV

iShares Short Treasury Bond ETF

Purchase

$1,001 - $15,000

Aug 07, 2023

Reported on

Aug 26, 2023
---
0.19%
LBRDK
LBRDK

Liberty Broadband

Sale (Partial)

$1,001 - $15,000

Aug 04, 2023

Reported on

Aug 26, 2023
---
-48.30%
SHV
SHV

iShares Short Treasury Bond ETF

Purchase

$1,001 - $15,000

Aug 04, 2023

Reported on

Aug 26, 2023
---
0.19%
SEDG
SEDG

SolarEdge Technologies

Sale

$1,001 - $15,000

Aug 04, 2023

Reported on

Aug 26, 2023
---
-80.19%
FLR
FLR

Fluor

Sale (Partial)

$1,001 - $15,000

Aug 04, 2023

Reported on

Aug 26, 2023
---
17.95%
NSP
NSP

Insperity

Sale (Partial)

$1,001 - $15,000

Aug 04, 2023

Reported on

Aug 26, 2023
---
-65.31%
PLD
PLD

Prologis

Purchase

$1,001 - $15,000

Aug 03, 2023

Reported on

Aug 26, 2023
---
-0.79%
KVUE
KVUE

Kenvue

Purchase

$1,001 - $15,000

Aug 03, 2023

Reported on

Aug 26, 2023
---
-30.55%
KVUE
KVUE

Kenvue

Purchase

$1,001 - $15,000

Aug 02, 2023

Reported on

Aug 26, 2023
---
-30.29%
MRK
MRK

Merck & Co

Sale (Partial)

$1,001 - $15,000

Aug 02, 2023

Reported on

Aug 26, 2023
---
-12.09%
PLD
PLD

Prologis

Purchase

$1,001 - $15,000

Aug 02, 2023

Reported on

Aug 26, 2023
---
-0.69%
TXN
TXN

Texas Instruments

Sale (Partial)

$1,001 - $15,000

Aug 02, 2023

Reported on

Aug 26, 2023
---
-7.60%
TGT
TGT

Target

Purchase

$1,001 - $15,000

Jul 26, 2023

Reported on

Aug 26, 2023
---
-33.14%
MS
MS

Morgan Stanley

Sale (Partial)

$1,001 - $15,000

Jul 26, 2023

Reported on

Aug 26, 2023
---
75.18%
LKQ
LKQ

LKQ

Purchase

$1,001 - $15,000

Jul 14, 2023

Reported on

Jul 28, 2023
---
-47.50%
WRB
WRB

WR Berkley

Purchase

$1,001 - $15,000

Jul 14, 2023

Reported on

Jul 28, 2023
---
96.00%
MAR
MAR

Marriott Intl

Sale (Partial)

$1,001 - $15,000

Jul 13, 2023

Reported on

Jul 28, 2023
---
49.22%
DUK
DUK

Duke Energy

Purchase

$1,001 - $15,000

Jul 13, 2023

Reported on

Jul 28, 2023
---
31.51%
NXPI
NXPI

NXP Semiconductors

Sale (Partial)

$1,001 - $15,000

Jul 12, 2023

Reported on

Jul 28, 2023
---
-6.97%
PLD
PLD

Prologis

Purchase

$1,001 - $15,000

Jul 12, 2023

Reported on

Jul 28, 2023
---
-1.92%
BIO
BIO

Bio-Rad Laboratories

Purchase

$1,001 - $15,000

Jun 29, 2023

Reported on

Jul 28, 2023
---
-16.55%
BIO
BIO

Bio-Rad Laboratories

Purchase

$1,001 - $15,000

Jun 28, 2023

Reported on

Jul 28, 2023
---
-14.06%
HUBB
HUBB

Hubbell

Sale (Partial)

$1,001 - $15,000

Jun 28, 2023

Reported on

Jul 28, 2023
---
34.49%
TMO
TMO

Thermo Fisher Scientific

Sale (Partial)

$1,001 - $15,000

Jun 28, 2023

Reported on

Jul 28, 2023
---
13.44%
MRK
MRK

Merck & Co

Sale (Partial)

$1,001 - $15,000

Jun 28, 2023

Reported on

Jul 28, 2023
---
-17.36%
PFE
PFE

Pfizer

Purchase

$1,001 - $15,000

Jun 28, 2023

Reported on

Jul 28, 2023
---
-30.95%
WSO
WSO

Watsco

Sale (Partial)

$1,001 - $15,000

Jun 28, 2023

Reported on

Jul 28, 2023
Managed By Anchor Capital Advisors Llc
-8.91%
DD
DD

DuPont de Nemours

Purchase

$1,001 - $15,000

Jun 28, 2023

Reported on

Jul 28, 2023
---
-43.00%
NSC
NSC

Norfolk Southern

Purchase

$1,001 - $15,000

Jun 28, 2023

Reported on

Jul 28, 2023
---
27.25%
BWXT
BWXT

BWX Technologies

Sale (Partial)

$1,001 - $15,000

Jun 28, 2023

Reported on

Jul 28, 2023
---
153.93%
COP
COP

ConocoPhillips

Purchase

$1,001 - $15,000

Jun 21, 2023

Reported on

Jul 28, 2023
---
-11.89%
ETN
ETN

Eaton Corp

Sale (Partial)

$1,001 - $15,000

Jun 21, 2023

Reported on

Jul 28, 2023
---
80.86%
TGT
TGT

Target

Purchase

$1,001 - $15,000

Jun 14, 2023

Reported on

Jun 24, 2023
---
-32.52%
JPM
JPM

JPMorgan Chase

Sale (Partial)

$1,001 - $15,000

Jun 14, 2023

Reported on

Jun 24, 2023
---
114.58%
D
D

Dominion Energy

Purchase

$1,001 - $15,000

Jun 08, 2023

Reported on

Jun 24, 2023
---
13.64%
SHW
SHW

Sherwin-Williams

Sale (Partial)

$1,001 - $15,000

Jun 07, 2023

Reported on

Jun 24, 2023
---
37.97%
D
D

Dominion Energy

Purchase

$1,001 - $15,000

Jun 07, 2023

Reported on

Jun 24, 2023
---
14.16%
DG
DG

Dollar Gen

Sale (Partial)

$1,001 - $15,000

Jun 06, 2023

Reported on

Jun 24, 2023
---
-33.61%
ES
ES

Eversource Energy

Purchase

$1,001 - $15,000

Jun 02, 2023

Reported on

Jun 24, 2023
---
4.70%
GL
GL

Globe Life

Sale (Partial)

$1,001 - $15,000

Jun 02, 2023

Reported on

Jun 24, 2023
---
23.14%
BSX
BSX

Boston Scientific

Sale (Partial)

$1,001 - $15,000

May 31, 2023

Reported on

Jun 24, 2023
---
99.48%
CI
CI

Cigna Group

Purchase

$1,001 - $15,000

May 31, 2023

Reported on

Jun 24, 2023
---
8.99%
BSX
BSX

Boston Scientific

Purchase

$1,001 - $15,000

May 30, 2023

Reported on

Jun 24, 2023
---
103.39%
ARE
ARE

Alexandria Real Estate

Purchase

$1,001 - $15,000

May 30, 2023

Reported on

Jun 24, 2023
---
-53.52%
WRB
WRB

WR Berkley

Purchase

$1,001 - $15,000

May 26, 2023

Reported on

Jun 24, 2023
Managed By Anchor Capital Advisors Llc
105.70%
GD
GD

General Dynamics

Purchase

$1,001 - $15,000

May 24, 2023

Reported on

Jun 24, 2023
---
66.68%
JCI
JCI

Johnson Controls Intl

Sale (Partial)

$1,001 - $15,000

May 24, 2023

Reported on

May 14, 2024
Managed By Mfs Investment Mgmt
95.42%
JCI
JCI

Johnson Controls Intl

Sale (Partial)

$1,001 - $15,000

May 24, 2023

Reported on

Jun 24, 2023
---
95.42%
NSA
NSA

National Storage

Purchase

$1,001 - $15,000

May 22, 2023

Reported on

Jun 24, 2023
---
-21.70%
NSA
NSA

National Storage

Purchase

$1,001 - $15,000

May 19, 2023

Reported on

Jun 24, 2023
---
-21.62%
NSA
NSA

National Storage

Purchase

$1,001 - $15,000

May 16, 2023

Reported on

Jun 24, 2023
---
-21.50%
ARE
ARE

Alexandria Real Estate

Purchase

$1,001 - $15,000

May 16, 2023

Reported on

Jun 24, 2023
---
-55.50%
UI
UI

Ubiquiti

Sale

$1,001 - $15,000

May 03, 2023

Reported on

May 19, 2023
---
144.32%
CMCSA
CMCSA

Comcast

Sale (Partial)

$1,001 - $15,000

May 03, 2023

Reported on

May 19, 2023
---
-32.72%
PLD
PLD

Prologis

Purchase

$1,001 - $15,000

May 03, 2023

Reported on

May 19, 2023
---
-1.07%
WRB
WRB

WR Berkley

Purchase

$1,001 - $15,000

May 01, 2023

Reported on

May 19, 2023
Managed By Anchor Capital Advisors Llc
93.37%
BSX
BSX

Boston Scientific

Sale (Partial)

$1,001 - $15,000

May 01, 2023

Reported on

May 19, 2023
---
94.49%
PNC
PNC

PNC Finl Servs Gr

Purchase

$1,001 - $15,000

Apr 26, 2023

Reported on

May 19, 2023
---
43.91%
PPG
PPG

PPG Indus

Sale (Partial)

$1,001 - $15,000

Apr 26, 2023

Reported on

May 19, 2023
---
-29.50%
CRL
CRL

Charles River

Purchase

$1,001 - $15,000

Apr 25, 2023

Reported on

May 19, 2023
---
-10.55%
HSY
HSY

Hershey

Sale (Partial)

$1,001 - $15,000

Apr 24, 2023

Reported on

May 19, 2023
---
-31.34%
VNT
VNT

Vontier

Sale (Partial)

$1,001 - $15,000

Apr 24, 2023

Reported on

May 19, 2023
---
30.74%
HES
HES

Hess

Sale (Partial)

$1,001 - $15,000

Apr 24, 2023

Reported on

May 19, 2023
---
2.22%
UI
UI

Ubiquiti

Sale (Partial)

$1,001 - $15,000

Apr 19, 2023

Reported on

May 19, 2023
---
127.02%
BSX
BSX

Boston Scientific

Sale (Partial)

$1,001 - $15,000

Apr 19, 2023

Reported on

May 19, 2023
---
94.16%
IT
IT

Gartner

Sale (Partial)

$1,001 - $15,000

Apr 19, 2023

Reported on

May 19, 2023
---
-24.80%
EPAM
EPAM

EPAM Sys

Sale (Partial)

$1,001 - $15,000

Apr 19, 2023

Reported on

May 19, 2023
---
-38.02%
PNC
PNC

PNC Finl Servs Gr

Purchase

$1,001 - $15,000

Apr 19, 2023

Reported on

May 19, 2023
---
43.33%
PPG
PPG

PPG Indus

Sale (Partial)

$1,001 - $15,000

Apr 19, 2023

Reported on

May 19, 2023
---
-30.96%
CI
CI

Cigna Group

Purchase

$1,001 - $15,000

Apr 05, 2023

Reported on

Apr 28, 2023
---
1.42%
AXP
AXP

American Express

Purchase

$1,001 - $15,000

Mar 29, 2023

Reported on

Apr 28, 2023
---
118.34%
BSX
BSX

Boston Scientific

Sale (Partial)

$1,001 - $15,000

Mar 29, 2023

Reported on

Apr 28, 2023
---
109.23%
ITW
ITW

Illinois Tool Works

Sale (Partial)

$1,001 - $15,000

Mar 22, 2023

Reported on

Apr 28, 2023
---
5.56%
PGR
PGR

Progressive

Sale (Partial)

$1,001 - $15,000

Mar 22, 2023

Reported on

Apr 28, 2023
---
64.74%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Mar 22, 2023

Reported on

Apr 28, 2023
---
138.72%
COP
COP

ConocoPhillips

Purchase

$1,001 - $15,000

Mar 22, 2023

Reported on

Apr 28, 2023
---
-7.12%
BOH
BOH

Bank of Hawaii

Sale

$1,001 - $15,000

Mar 20, 2023

Reported on

Apr 28, 2023
---
29.45%
HAL
HAL

Halliburton

Sale (Partial)

$1,001 - $15,000

Mar 20, 2023

Reported on

Apr 28, 2023
---
-11.05%
FRC
FRC

First Republic Bank

Sale

$1,001 - $15,000

Mar 16, 2023

Reported on

Apr 28, 2023
---
----
FLR
FLR

Fluor

Sale (Partial)

$1,001 - $15,000

Mar 16, 2023

Reported on

Apr 28, 2023
---
41.25%
ULTA
ULTA

Ulta Beauty

Sale (Partial)

$1,001 - $15,000

Mar 16, 2023

Reported on

Apr 28, 2023
Managed By Anchor Capital Advisors Llc
3.02%
PNC
PNC

PNC Finl Servs Gr

Sale

$1,001 - $15,000

Mar 02, 2023

Reported on

Apr 03, 2023
Managed By Mfs Investment Mgmt
22.46%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Mar 02, 2023

Reported on

Apr 03, 2023
---
115.22%
C
C

Citigroup

Purchase

$1,001 - $15,000

Mar 01, 2023

Reported on

Apr 03, 2023
---
94.76%
PNC
PNC

PNC Finl Servs Gr

Sale (Partial)

$1,001 - $15,000

Mar 01, 2023

Reported on

Apr 03, 2023
---
18.54%
TEL
TEL

TE Connectivity

Purchase

$1,001 - $15,000

Feb 23, 2023

Reported on

Mar 13, 2023
Managed By Anchor Capital Advisors Llc
86.08%
NXPI
NXPI

NXP Semiconductors

Sale (Partial)

$1,001 - $15,000

Feb 22, 2023

Reported on

Apr 03, 2023
---
10.92%
PNC
PNC

PNC Finl Servs Gr

Sale (Partial)

$1,001 - $15,000

Feb 22, 2023

Reported on

Apr 03, 2023
---
17.72%
C
C

Citigroup

Purchase

$1,001 - $15,000

Feb 22, 2023

Reported on

Apr 03, 2023
---
100.44%<