Dean Phillips: stock trades

Democrat, Representative for MN's 3rd district. Value ranges as filed, never exact figures.

Activity

Top sectors

Trades in companies we cover, by the company’s sector. Green is purchases, red is sales.

Financials19% of trades 135 trades: 78 purchases, 57 sales
Industrials16% of trades 115 trades: 55 purchases, 60 sales
Health Care13% of trades 89 trades: 47 purchases, 42 sales
Technology12% of trades 86 trades: 39 purchases, 47 sales
Consumer Discretionary10% of trades 73 trades: 32 purchases, 41 sales
Consumer Staples10% of trades 69 trades: 34 purchases, 35 sales

Would copying Dean Phillips’s trades have beaten the S&P 500?

Copying Dean Phillips’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on February 19, 2019 into $25,087 by November 2, 2026, against $30,510 in the S&P 500: +12.7% a year against +15.6%, with a beta of 0.91. Selling each purchase after 6 months instead would have made +5.7% a year. Six months after each report, the average share purchase was −4.2% against the S&P 500 (median −5.0%), and 36% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −1.4%. Reports arrived a median of 33 days after the trade. 3 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

Copying Dean PhillipsS&P 500, buy and hold $10,000 copying Dean Phillips’s disclosed holdings from February 19, 2019, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.

Dean Phillips: trades against the S&P 500 afterwards
Measured	Trades counted	Average vs S&P 500	Median	Went the right way	t-statistic	Evidence
Purchases, 3 months after the report	360	−1.3%	−2.2%	42%	-1.69	No reliable evidence
Purchases, 6 months after the report	360	−4.2%	−5.0%	36%	-3.80	No reliable evidence
Purchases, 3 months after the trade	360	+0.9%	+0.5%	52%	1.08	No reliable evidence
Purchases, 6 months after the trade	360	−1.4%	−3.1%	42%	-1.14	No reliable evidence
Sales, 6 months after the report	342	−2.1%	−2.7%	59%	-2.09	No reliable evidence

Return a year, copying: +12.7%
S&P 500, same dates: +15.6%
Yearly swing (S&P 500): 19% (19%)
Sharpe ratio (S&P 500): 0.58 (0.70)
Biggest drop (S&P 500): −35% (−34%)
Market sensitivity (beta): 0.91

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic treats each trade as a separate bet; the Evidence label is stricter and uses one average per month of reports, because trades bunch together. Trades in companies we cover only. The averages count share trades; the copy portfolio also counts call options as the stock and sizes positions by the middle of each band filed. No trading costs or taxes. These are the stocks’ moves after each trade: they say nothing about why Dean Phillips traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.

Dean Phillips: companies traded

SCHWCharles Schwab Corporation	11$11,011–$165,000	5$5,005–$75,000	Jun 20, 2019	Sep 23, 2020	▲ 160.3%−25.9 pts vs S&P
EBAYeBay Inc.	1$1,001–$15,000	14$14,014–$210,000	Jan 4, 2019	Nov 18, 2019	▲ 365.0%+130.2 pts vs S&P
UNHUnitedHealth Group	5$5,005–$75,000	9$9,009–$135,000	Jan 4, 2019	May 21, 2020	▲ 91.0%−108.5 pts vs S&P
FOXAFox Corporation (Class A)	6$6,006–$90,000	7$7,007–$105,000	Mar 13, 2019	Feb 28, 2020	▲ 87.0%−113.3 pts vs S&P
WFCWells Fargo	6$6,006–$90,000	7$35,007–$175,000	Jan 4, 2019	Sep 23, 2020	▲ 109.6%−43.1 pts vs S&P
CMCSAComcast	11$11,011–$165,000	1$1,001–$15,000	Dec 26, 2019	Dec 16, 2020	▼ 30.5%−187.3 pts vs S&P
LUVSouthwest Airlines	9$9,009–$135,000	3$3,003–$45,000	Sep 11, 2019	Apr 17, 2020	▼ 12.6%−191.5 pts vs S&P
ACNAccenture	0	11$11,011–$165,000	Apr 4, 2019	Jan 12, 2021	—
BKNGBooking Holdings	8$8,008–$120,000	3$3,003–$45,000	Jun 5, 2019	Jan 12, 2021	▲ 122.4%−75.0 pts vs S&P
ETNEaton Corporation	10$10,010–$150,000	1$1,001–$15,000	Jan 4, 2019	Mar 5, 2020	▲ 566.5%+331.7 pts vs S&P
PMPhilip Morris International	5$5,005–$75,000	6$6,006–$90,000	Jan 4, 2019	Sep 23, 2020	▲ 252.7%+48.0 pts vs S&P
SWKStanley Black & Decker	0	11$11,011–$165,000	May 16, 2019	Jan 13, 2020	—
CBChubb Limited	5$5,005–$75,000	5$5,005–$75,000	Mar 27, 2019	Jan 11, 2021	▲ 197.7%−3.2 pts vs S&P
NTRSNorthern Trust	9$9,009–$135,000	1$1,001–$15,000	Aug 14, 2019	Mar 5, 2020	▲ 148.7%−46.2 pts vs S&P
PPGPPG Industries	5$5,005–$75,000	5$5,005–$75,000	Jan 4, 2019	Apr 2, 2020	▲ 41.1%−193.7 pts vs S&P
DGDollar General	0	9$9,009–$135,000	Jan 14, 2019	Feb 10, 2020	—
MMM3M	6$6,006–$90,000	3$17,003–$80,000	Jan 4, 2019	Sep 23, 2020	▲ 35.3%−169.4 pts vs S&P
DGXQuest Diagnostics	4$4,004–$60,000	4$4,004–$60,000	Feb 4, 2019	Jun 1, 2020	▲ 225.1%+14.4 pts vs S&P
JPMJPMorgan Chase	2$2,002–$30,000	6$20,006–$125,000	Jan 4, 2019	Dec 16, 2020	▲ 279.2%+88.6 pts vs S&P
KHCKraft Heinz	5$33,005–$145,000	3$3,003–$45,000	Jan 4, 2019	Apr 2, 2020	▼ 18.8%−253.6 pts vs S&P
ORCLOracle Corporation	0	8$8,008–$120,000	Jan 4, 2019	Jun 5, 2019	—
ABTAbbott Laboratories	7$7,007–$105,000	0	Jun 20, 2019	Jan 5, 2021	▲ 47.6%−136.8 pts vs S&P
BAXBaxter International	4$4,004–$60,000	3$3,003–$45,000	Aug 13, 2019	Dec 18, 2020	▼ 67.7%−253.8 pts vs S&P
DLTRDollar Tree	5$5,005–$75,000	2$2,002–$30,000	Jan 14, 2019	Dec 18, 2020	▲ 37.9%−190.4 pts vs S&P
HONHoneywell Technologies	0	7$21,007–$140,000	Apr 4, 2019	Jan 25, 2021	—
LYBLyondellBasell	3$3,003–$45,000	4$4,004–$60,000	Jan 4, 2019	May 13, 2020	▲ 21.9%−188.8 pts vs S&P
MMacy's, Inc.	4$4,004–$60,000	3$3,003–$45,000	Jan 4, 2019	Apr 2, 2020	▲ 11.4%−223.4 pts vs S&P
PHGKoninklijke Philips NV	7$7,007–$105,000	0	Feb 13, 2020	Jun 8, 2020	—
TAT&T	3$3,003–$45,000	4$4,004–$60,000	Jan 4, 2019	Jan 5, 2021	▲ 53.5%−146.0 pts vs S&P
DXCDXC Technology Co	4$4,004–$60,000	2$2,002–$30,000	Jun 20, 2019	Aug 10, 2020	▼ 60.2%−228.2 pts vs S&P
METAMeta Platforms	5$5,005–$75,000	1$1,001–$15,000	Jan 4, 2019	Sep 23, 2020	▲ 353.1%+118.3 pts vs S&P
NWLNewell Brands Inc.	3$3,003–$45,000	3$3,003–$45,000	Jan 4, 2019	Apr 2, 2020	▼ 46.5%−246.0 pts vs S&P
REGNRegeneron Pharmaceuticals	3$3,003–$45,000	3$3,003–$45,000	Jan 4, 2019	May 13, 2020	▲ 146.8%−88.1 pts vs S&P
TELTE Connectivity	2$2,002–$30,000	4$4,004–$60,000	Mar 18, 2019	Apr 24, 2020	▲ 197.3%−0.6 pts vs S&P
ULUnilever PLC	4$4,004–$60,000	2$2,002–$30,000	Mar 15, 2019	May 18, 2020	—
AALAmerican Airlines Group Inc.	3$3,003–$45,000	2$2,002–$30,000	Jan 4, 2019	Jan 5, 2021	▼ 59.4%−294.2 pts vs S&P
BENFranklin Resources	2$2,002–$30,000	3$3,003–$45,000	Jan 4, 2019	May 13, 2020	▲ 54.0%−180.9 pts vs S&P
CATCaterpillar Inc.	3$3,003–$45,000	2$2,002–$30,000	Jan 4, 2019	Sep 23, 2020	▲ 470.9%+236.1 pts vs S&P
CNPCenterPoint Energy	3$3,003–$45,000	2$2,002–$30,000	Jan 4, 2019	May 13, 2020	▲ 83.9%−150.9 pts vs S&P
EMREmerson Electric	3$3,003–$45,000	2$2,002–$30,000	Jan 4, 2019	May 13, 2020	▲ 307.4%+61.6 pts vs S&P
FFord Motor Company	2$2,002–$30,000	3$3,003–$45,000	Jan 4, 2019	Apr 2, 2020	▲ 103.9%−106.8 pts vs S&P
FDXFedEx	2$2,002–$30,000	3$3,003–$45,000	Jan 4, 2019	Nov 22, 2019	▲ 149.4%−61.3 pts vs S&P
MASMasco	3$3,003–$45,000	2$2,002–$30,000	Jan 15, 2019	Dec 10, 2020	▲ 197.1%−27.5 pts vs S&P
MOSThe Mosaic Company	2$2,002–$30,000	3$3,003–$45,000	Jan 4, 2019	Apr 2, 2020	▼ 29.3%−264.1 pts vs S&P
MUMicron Technology	4$4,004–$60,000	1$1,001–$15,000	Jan 4, 2019	Nov 16, 2020	▲ 1721.3%+1578.7 pts vs S&P
OMCOmnicom Group	3$3,003–$45,000	2$2,002–$30,000	Apr 4, 2019	Feb 10, 2020	▲ 35.8%−150.3 pts vs S&P
PCARPaccar	2$2,002–$30,000	3$3,003–$45,000	Jan 4, 2019	Jan 21, 2021	▲ 237.1%+2.3 pts vs S&P
PEPPepsiCo	1$1,001–$15,000	4$4,004–$60,000	Jan 4, 2019	Feb 10, 2020	▲ 58.5%−176.3 pts vs S&P
PGRProgressive Corporation	5$5,005–$75,000	0	May 18, 2020	Jun 8, 2020	▲ 251.6%+72.1 pts vs S&P
AAPLApple Inc.	3$3,003–$45,000	1$1,001–$15,000	Jan 4, 2019	Sep 23, 2020	▲ 715.3%+504.6 pts vs S&P
AIGAmerican International Group	2$16,002–$65,000	2$2,002–$30,000	Jan 4, 2019	May 13, 2020	▲ 146.0%−88.8 pts vs S&P
BIIBBiogen	1$1,001–$15,000	3$3,003–$45,000	May 13, 2019	Sep 11, 2019	▲ 5.9%−178.4 pts vs S&P
BRK.BBerkshire Hathaway	2$2,002–$30,000	2$30,002–$100,000	Apr 4, 2019	Feb 10, 2020	▲ 165.0%−12.5 pts vs S&P
COTYCoty Inc.	2$2,002–$30,000	2$2,002–$30,000	Jan 4, 2019	Aug 13, 2019	▼ 54.7%−265.4 pts vs S&P
DLRDigital Realty	2$2,002–$30,000	2$2,002–$30,000	Mar 4, 2019	Dec 18, 2020	▲ 64.8%−162.6 pts vs S&P
DOWDow Inc.	2$2,002–$30,000	2$2,002–$30,000	May 13, 2019	Apr 2, 2020	▲ 0.3%−199.3 pts vs S&P
DTEDTE Energy	2$2,002–$30,000	2$2,002–$30,000	Feb 28, 2020	Jan 5, 2021	▲ 77.3%−102.6 pts vs S&P
GILDGilead Sciences	1$1,001–$15,000	3$3,003–$45,000	Jan 4, 2019	Dec 18, 2020	▲ 233.0%+79.6 pts vs S&P
IBMIBM	3$3,003–$45,000	1$1,001–$15,000	Jan 4, 2019	Apr 2, 2020	▲ 207.2%−27.7 pts vs S&P
KSSKohls Corp	2$2,002–$30,000	2$2,002–$30,000	Aug 13, 2019	Apr 2, 2020	▼ 31.3%−217.5 pts vs S&P

The 60 most traded of 210 companies.

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Showing the latest 300 of 713 trades; every trade is in the reports below. Click a column heading to sort.

Dean Phillips: trades in companies we cover
					Report
AZNAstrazeneca PLC	Exchange$1,001 - $15,000	Aug 13, 2021	Jul 21, 2021	—	Filing for AZN on Jul 21, 2021
HONHoneywell Technologies	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 25, 2021	▲ 25.8%−86.0 pts vs S&P	Filing for HON on Jan 25, 2021
PCARPaccar	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 21, 2021	▲ 87.8%−24.1 pts vs S&P	Filing for PCAR on Jan 21, 2021
ACNAccenture	Sale (full)$1,001 - $15,000	Feb 13, 2021	Jan 12, 2021	▲ 8.8%−106.2 pts vs S&P	Filing for ACN on Jan 12, 2021
BKNGBooking Holdings	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 12, 2021	▲ 78.7%−36.2 pts vs S&P	Filing for BKNG on Jan 12, 2021
ACNAccenture	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 11, 2021	▲ 7.9%−107.0 pts vs S&P	Filing for ACN on Jan 11, 2021
CBChubb Limited	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 11, 2021	▲ 157.7%+42.7 pts vs S&P	Filing for CB on Jan 11, 2021
ACNAccenture	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 8, 2021	▲ 6.4%−107.2 pts vs S&P	Filing for ACN on Jan 8, 2021
ACGLArch Capital Group	Purchase$1,001 - $15,000	Feb 13, 2021	Jan 8, 2021	▲ 210.8%+97.3 pts vs S&P	Filing for ACGL on Jan 8, 2021
CBChubb Limited	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 8, 2021	▲ 155.6%+42.1 pts vs S&P	Filing for CB on Jan 8, 2021
ACNAccenture	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 7, 2021	▲ 6.8%−108.0 pts vs S&P	Filing for ACN on Jan 7, 2021
ABTAbbott Laboratories	Purchase$1,001 - $15,000	Aug 13, 2022	Jan 5, 2021	▲ 10.9%−108.4 pts vs S&P	Filing for ABT on Jan 5, 2021
ABTAbbott Laboratories	Purchase$1,001 - $15,000	Feb 13, 2021	Jan 5, 2021	▲ 10.9%−108.4 pts vs S&P	Filing for ABT on Jan 5, 2021
ABTAbbott Laboratories	Purchase$1,001 - $15,000	Feb 13, 2021	Jan 5, 2021	▲ 10.9%−108.4 pts vs S&P	Filing for ABT on Jan 5, 2021
AALAmerican Airlines Group Inc.	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 5, 2021	▼ 16.9%−136.2 pts vs S&P	Filing for AAL on Jan 5, 2021
TAT&T	Sale (partial)$1,001 - $15,000	Feb 13, 2021	Jan 5, 2021	▲ 41.0%−78.3 pts vs S&P	Filing for T on Jan 5, 2021
DTEDTE Energy	Sale (full)$1,001 - $15,000	Feb 13, 2021	Jan 5, 2021	▲ 59.4%−59.9 pts vs S&P	Filing for DTE on Jan 5, 2021
ESEversource Energy	Purchase$1,001 - $15,000	Feb 13, 2021	Jan 5, 2021	▲ 1.4%−117.8 pts vs S&P	Filing for ES on Jan 5, 2021
IRMIron Mountain	Purchase$1,001 - $15,000	Feb 13, 2021	Jan 5, 2021	▲ 406.5%+287.3 pts vs S&P	Filing for IRM on Jan 5, 2021
TSLATesla, Inc.	Purchase$1,001 - $15,000	Feb 13, 2021	Jan 5, 2021	▲ 62.2%−57.1 pts vs S&P	Filing for TSLA on Jan 5, 2021
AKAMAkamai Technologies	Sale (full)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▼ 19.9%−140.4 pts vs S&P	Filing for AKAM on Dec 18, 2020
AALAmerican Airlines Group Inc.	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▼ 22.4%−142.9 pts vs S&P	Filing for AAL on Dec 18, 2020
TAT&T	Sale (partial)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 40.3%−80.2 pts vs S&P	Filing for T on Dec 18, 2020
BAXBaxter International	Sale (partial)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▼ 65.3%−185.8 pts vs S&P	Filing for BAX on Dec 18, 2020
BSXBoston Scientific	Sale (partial)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 22.4%−98.1 pts vs S&P	Filing for BSX on Dec 18, 2020
CSCOCisco	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 167.4%+46.9 pts vs S&P	Filing for CSCO on Dec 18, 2020
CFGCitizens Financial Group	Sale (partial)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 139.5%+19.0 pts vs S&P	Filing for CFG on Dec 18, 2020
CLXClorox	Sale (full)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▼ 43.5%−164.1 pts vs S&P	Filing for CLX on Dec 18, 2020
EDConsolidated Edison	Sale (partial)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 101.2%−19.3 pts vs S&P	Filing for ED on Dec 18, 2020
DLRDigital Realty	Sale (full)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 62.0%−58.6 pts vs S&P	Filing for DLR on Dec 18, 2020
DLTRDollar Tree	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 19.8%−100.7 pts vs S&P	Filing for DLTR on Dec 18, 2020
EQIXEquinix	Sale (partial)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 59.5%−61.0 pts vs S&P	Filing for EQIX on Dec 18, 2020
GILDGilead Sciences	Sale (partial)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 251.6%+131.1 pts vs S&P	Filing for GILD on Dec 18, 2020
INTCIntel	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 41.0%−79.6 pts vs S&P	Filing for INTC on Dec 18, 2020
JKHYJack Henry & Associates Inc	Sale (full)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 7.9%−112.7 pts vs S&P	Filing for JKHY on Dec 18, 2020
NINiSource	Sale (full)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 142.1%+21.6 pts vs S&P	Filing for NI on Dec 18, 2020
CRMSalesforce	Sale (partial)$15,001 - $50,000	Jan 9, 2021	Dec 18, 2020	▼ 0.5%−121.0 pts vs S&P	Filing for CRM on Dec 18, 2020
SBACSBA Communications	Sale (full)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▼ 27.6%−148.1 pts vs S&P	Filing for SBAC on Dec 18, 2020
SPGSimon Property Group	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 255.3%+134.8 pts vs S&P	Filing for SPG on Dec 18, 2020
TSLATesla, Inc.	Purchase$50,001 - $100,000	Jan 9, 2021	Dec 18, 2020	▲ 71.5%−49.0 pts vs S&P	Filing for TSLA on Dec 18, 2020
TDGTransDigm Group	Sale (partial)$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 138.7%+18.2 pts vs S&P	Filing for TDG on Dec 18, 2020
VRTXVertex Pharmaceuticals	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 18, 2020	▲ 124.1%+3.6 pts vs S&P	Filing for VRTX on Dec 18, 2020
CMCSAComcast	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 16, 2020	▼ 40.5%−161.4 pts vs S&P	Filing for CMCSA on Dec 16, 2020
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 16, 2020	▲ 223.9%+103.1 pts vs S&P	Filing for JPM on Dec 16, 2020
MASMasco	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 10, 2020	▲ 68.0%−54.9 pts vs S&P	Filing for MAS on Dec 10, 2020
MASMasco	Purchase$1,001 - $15,000	Jan 9, 2021	Dec 9, 2020	▲ 69.3%−53.5 pts vs S&P	Filing for MAS on Dec 9, 2020
BKNGBooking Holdings	Sale (partial)$1,001 - $15,000	Dec 11, 2020	Nov 16, 2020	▲ 86.0%−39.5 pts vs S&P	Filing for BKNG on Nov 16, 2020
CMCSAComcast	Purchase$1,001 - $15,000	Dec 11, 2020	Nov 16, 2020	▼ 38.3%−163.8 pts vs S&P	Filing for CMCSA on Nov 16, 2020
HONHoneywell Technologies	Sale (partial)$1,001 - $15,000	Dec 11, 2020	Nov 16, 2020	▲ 21.8%−103.7 pts vs S&P	Filing for HON on Nov 16, 2020
MUMicron Technology	Purchase$1,001 - $15,000	Dec 11, 2020	Nov 16, 2020	▲ 1310.9%+1185.4 pts vs S&P	Filing for MU on Nov 16, 2020
ACNAccenture	Sale (partial)$1,001 - $15,000	Dec 11, 2020	Nov 2, 2020	▲ 27.6%−120.0 pts vs S&P	Filing for ACN on Nov 2, 2020
CMCSAComcast	Purchase$1,001 - $15,000	Dec 11, 2020	Nov 2, 2020	▼ 26.1%−173.7 pts vs S&P	Filing for CMCSA on Nov 2, 2020
MUMicron Technology	Purchase$1,001 - $15,000	Nov 11, 2020	Oct 30, 2020	▲ 1633.8%+1483.4 pts vs S&P	Filing for MU on Oct 30, 2020
MUMicron Technology	Purchase$1,001 - $15,000	Nov 11, 2020	Oct 2, 2020	▲ 1774.9%+1630.0 pts vs S&P	Filing for MU on Oct 2, 2020
MUMicron Technology	Purchase$1,001 - $15,000	Nov 11, 2020	Oct 1, 2020	▲ 1721.3%+1578.7 pts vs S&P	Filing for MU on Oct 1, 2020
MMM3M	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 62.9%−90.5 pts vs S&P	Filing for MMM on Sep 23, 2020
ABTAbbott Laboratories	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 19.6%−133.8 pts vs S&P	Filing for ABT on Sep 23, 2020
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 554.6%+401.2 pts vs S&P	Filing for AMD on Sep 23, 2020
AKAMAkamai Technologies	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▼ 22.1%−175.5 pts vs S&P	Filing for AKAM on Sep 23, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 299.8%+146.4 pts vs S&P	Filing for GOOGL on Sep 23, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 299.8%+146.4 pts vs S&P	Filing for GOOGL on Sep 23, 2020
AMZNAmazon	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 68.0%−85.4 pts vs S&P	Filing for AMZN on Sep 23, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 218.8%+65.4 pts vs S&P	Filing for AAPL on Sep 23, 2020
TAT&T	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 51.6%−101.8 pts vs S&P	Filing for T on Sep 23, 2020
ATOAtmos Energy	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 117.3%−36.1 pts vs S&P	Filing for ATO on Sep 23, 2020
BAXBaxter International	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▼ 64.1%−217.5 pts vs S&P	Filing for BAX on Sep 23, 2020
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 381.3%+227.9 pts vs S&P	Filing for CAT on Sep 23, 2020
SCHWCharles Schwab Corporation	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 176.9%+23.5 pts vs S&P	Filing for SCHW on Sep 23, 2020
CLXClorox	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▼ 45.7%−199.1 pts vs S&P	Filing for CLX on Sep 23, 2020
CMECME Group	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 138.5%−14.9 pts vs S&P	Filing for CME on Sep 23, 2020
CTSHCognizant	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 4.7%−148.7 pts vs S&P	Filing for CTSH on Sep 23, 2020
EDConsolidated Edison	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 97.1%−56.3 pts vs S&P	Filing for ED on Sep 23, 2020
DLRDigital Realty	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 57.3%−96.1 pts vs S&P	Filing for DLR on Sep 23, 2020
EQIXEquinix	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 55.5%−97.9 pts vs S&P	Filing for EQIX on Sep 23, 2020
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▼ 44.9%−198.3 pts vs S&P	Filing for EL on Sep 23, 2020
METAMeta Platforms	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 151.0%−2.4 pts vs S&P	Filing for META on Sep 23, 2020
GILDGilead Sciences	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 233.0%+79.6 pts vs S&P	Filing for GILD on Sep 23, 2020
GPNGlobal Payments	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▼ 40.6%−194.0 pts vs S&P	Filing for GPN on Sep 23, 2020
JKHYJack Henry & Associates Inc	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 9.7%−143.8 pts vs S&P	Filing for JKHY on Sep 23, 2020
LLoews Corporation	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 235.2%+81.8 pts vs S&P	Filing for L on Sep 23, 2020
MDLZMondelez International	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 40.3%−113.1 pts vs S&P	Filing for MDLZ on Sep 23, 2020
MSIMotorola Solutions	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 246.6%+93.2 pts vs S&P	Filing for MSI on Sep 23, 2020
NFLXNetflix	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 34.0%−119.5 pts vs S&P	Filing for NFLX on Sep 23, 2020
OTISOtis Worldwide	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 40.0%−113.4 pts vs S&P	Filing for OTIS on Sep 23, 2020
PMPhilip Morris International	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 265.3%+111.9 pts vs S&P	Filing for PM on Sep 23, 2020
ROPRoper Technologies	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 28.1%−125.3 pts vs S&P	Filing for ROP on Sep 23, 2020
CRMSalesforce	Purchase$15,001 - $50,000	Oct 9, 2020	Sep 23, 2020	▼ 4.1%−157.5 pts vs S&P	Filing for CRM on Sep 23, 2020
SBACSBA Communications	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▼ 34.2%−187.6 pts vs S&P	Filing for SBAC on Sep 23, 2020
NOWServiceNow	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 18.0%−135.4 pts vs S&P	Filing for NOW on Sep 23, 2020
TMUST-Mobile US	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 49.3%−104.1 pts vs S&P	Filing for TMUS on Sep 23, 2020
VRSNVerisign Inc	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 60.9%−92.5 pts vs S&P	Filing for VRSN on Sep 23, 2020
WFCWells Fargo	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 23, 2020	▲ 328.4%+175.0 pts vs S&P	Filing for WFC on Sep 23, 2020
ACNAccenture	Sale (partial)$1,001 - $15,000	Oct 9, 2020	Sep 1, 2020	▲ 17.5%−115.3 pts vs S&P	Filing for ACN on Sep 1, 2020
DLTRDollar Tree	Purchase$1,001 - $15,000	Oct 9, 2020	Sep 1, 2020	▲ 43.1%−89.7 pts vs S&P	Filing for DLTR on Sep 1, 2020
ANETArista Networks	Purchase$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 1109.4%+964.8 pts vs S&P	Filing for ANET on Aug 10, 2020
BSXBoston Scientific	Purchase$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 11.4%−133.3 pts vs S&P	Filing for BSX on Aug 10, 2020
CMGChipotle Mexican Grill	Sale (partial)$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 42.4%−102.2 pts vs S&P	Filing for CMG on Aug 10, 2020
DHRDanaher Corporation	Sale (partial)$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 32.3%−112.4 pts vs S&P	Filing for DHR on Aug 10, 2020
DXCDXC Technology Co	Purchase$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▼ 31.4%−176.0 pts vs S&P	Filing for DXC on Aug 10, 2020
METAMeta Platforms	Purchase$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 137.7%−7.0 pts vs S&P	Filing for META on Aug 10, 2020
HWMHowmet Aerospace	Sale (partial)$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 1163.2%+1018.6 pts vs S&P	Filing for HWM on Aug 10, 2020
TAPMolson Coors Beverage Co	Purchase$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 32.0%−112.6 pts vs S&P	Filing for TAP on Aug 10, 2020
NTAPNetApp	Purchase$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 396.1%+251.4 pts vs S&P	Filing for NTAP on Aug 10, 2020
PYPLPayPal	Sale (partial)$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▼ 69.4%−214.1 pts vs S&P	Filing for PYPL on Aug 10, 2020
TDGTransDigm Group	Sale (partial)$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 200.9%+56.3 pts vs S&P	Filing for TDG on Aug 10, 2020
UAAUnder Armour, Inc.	Purchase$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▼ 50.9%−195.5 pts vs S&P	Filing for UAA on Aug 10, 2020
WDCWestern Digital	Sale (partial)$1,001 - $15,000	Sep 11, 2020	Aug 10, 2020	▲ 1137.0%+992.4 pts vs S&P	Filing for WDC on Aug 10, 2020
TFCTruist Financial	Purchase$1,001 - $15,000	Aug 9, 2020	Jul 30, 2020	▲ 76.3%−77.0 pts vs S&P	Filing for TFC on Jul 30, 2020
HONHoneywell Technologies	Sale (partial)$1,001 - $15,000	Jul 7, 2020	Jun 8, 2020	▲ 57.5%−97.6 pts vs S&P	Filing for HON on Jun 8, 2020
PHGKoninklijke Philips NV	Purchase$1,001 - $15,000	Jul 7, 2020	Jun 8, 2020	—	Filing for PHG on Jun 8, 2020
PGRProgressive Corporation	Purchase$1,001 - $15,000	Jul 7, 2020	Jun 8, 2020	▲ 230.5%+75.4 pts vs S&P	Filing for PGR on Jun 8, 2020
HONHoneywell Technologies	Sale (partial)$1,001 - $15,000	Jul 7, 2020	Jun 5, 2020	▲ 59.0%−99.2 pts vs S&P	Filing for HON on Jun 5, 2020
CMCSAComcast	Purchase$1,001 - $15,000	Jul 7, 2020	Jun 1, 2020	▼ 23.1%−192.9 pts vs S&P	Filing for CMCSA on Jun 1, 2020
DGXQuest Diagnostics	Sale (partial)$1,001 - $15,000	Jul 7, 2020	Jun 1, 2020	▲ 134.5%−35.3 pts vs S&P	Filing for DGX on Jun 1, 2020
WFCWells Fargo	Sale (full)$15,001 - $50,000	Jun 15, 2020	May 27, 2020	▲ 251.3%+79.7 pts vs S&P	Filing for WFC on May 27, 2020
PGRProgressive Corporation	Purchase$1,001 - $15,000	Jun 15, 2020	May 21, 2020	▲ 259.1%+79.5 pts vs S&P	Filing for PGR on May 21, 2020
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 21, 2020	▲ 56.8%−122.8 pts vs S&P	Filing for UNH on May 21, 2020
EXPDExpeditors International	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 20, 2020	▲ 203.3%+25.7 pts vs S&P	Filing for EXPD on May 20, 2020
PGRProgressive Corporation	Purchase$1,001 - $15,000	Jun 15, 2020	May 20, 2020	▲ 259.7%+82.0 pts vs S&P	Filing for PGR on May 20, 2020
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 20, 2020	▲ 56.2%−121.5 pts vs S&P	Filing for UNH on May 20, 2020
PGRProgressive Corporation	Purchase$1,001 - $15,000	Jun 15, 2020	May 19, 2020	▲ 255.1%+72.7 pts vs S&P	Filing for PGR on May 19, 2020
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 19, 2020	▲ 55.6%−126.8 pts vs S&P	Filing for UNH on May 19, 2020
PGRProgressive Corporation	Purchase$1,001 - $15,000	Jun 15, 2020	May 18, 2020	▲ 251.6%+72.1 pts vs S&P	Filing for PGR on May 18, 2020
ULUnilever PLC	Purchase$1,001 - $15,000	Jun 15, 2020	May 18, 2020	—	Filing for UL on May 18, 2020
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 18, 2020	▲ 53.3%−126.2 pts vs S&P	Filing for UNH on May 18, 2020
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 15, 2020	▲ 54.6%−133.4 pts vs S&P	Filing for UNH on May 15, 2020
MMM3M	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 94.5%−98.2 pts vs S&P	Filing for MMM on May 13, 2020
AALAmerican Airlines Group Inc.	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 40.7%−152.1 pts vs S&P	Filing for AAL on May 13, 2020
AIGAmerican International Group	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 281.3%+88.5 pts vs S&P	Filing for AIG on May 13, 2020
TAT&T	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 53.9%−138.9 pts vs S&P	Filing for T on May 13, 2020
CATCaterpillar Inc.	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 570.1%+377.3 pts vs S&P	Filing for CAT on May 13, 2020
CNPCenterPoint Energy	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 196.4%+3.7 pts vs S&P	Filing for CNP on May 13, 2020
DEDeere & Company	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 478.0%+285.2 pts vs S&P	Filing for DE on May 13, 2020
DTEDTE Energy	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 104.1%−88.7 pts vs S&P	Filing for DTE on May 13, 2020
DXCDXC Technology Co	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▼ 5.2%−197.9 pts vs S&P	Filing for DXC on May 13, 2020
EMREmerson Electric	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 268.6%+75.8 pts vs S&P	Filing for EMR on May 13, 2020
METAMeta Platforms	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 204.8%+12.0 pts vs S&P	Filing for META on May 13, 2020
FLSFlowserve Corp	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 316.8%+124.0 pts vs S&P	Filing for FLS on May 13, 2020
BENFranklin Resources	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 155.5%−37.3 pts vs S&P	Filing for BEN on May 13, 2020
HIGThe Hartford	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 384.4%+191.6 pts vs S&P	Filing for HIG on May 13, 2020
IVZInvesco	Sale (full)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 436.3%+243.5 pts vs S&P	Filing for IVZ on May 13, 2020
LLoews Corporation	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 291.9%+99.1 pts vs S&P	Filing for L on May 13, 2020
LYBLyondellBasell	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 90.6%−102.2 pts vs S&P	Filing for LYB on May 13, 2020
TAPMolson Coors Beverage Co	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 38.1%−154.7 pts vs S&P	Filing for TAP on May 13, 2020
NEMNewmont	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 100.5%−92.3 pts vs S&P	Filing for NEM on May 13, 2020
NINiSource	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 146.3%−46.5 pts vs S&P	Filing for NI on May 13, 2020
PYPLPayPal	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▼ 58.9%−251.7 pts vs S&P	Filing for PYPL on May 13, 2020
PMPhilip Morris International	Sale (full)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 313.8%+121.0 pts vs S&P	Filing for PM on May 13, 2020
PSAPublic Storage	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 147.4%−45.4 pts vs S&P	Filing for PSA on May 13, 2020
REGNRegeneron Pharmaceuticals	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 70.0%−122.8 pts vs S&P	Filing for REGN on May 13, 2020
TFCTruist Financial	Purchase$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 110.6%−82.2 pts vs S&P	Filing for TFC on May 13, 2020
USBU.S. Bancorp	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 167.6%−25.2 pts vs S&P	Filing for USB on May 13, 2020
VMCVulcan Materials Company	Sale (full)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 223.3%+30.5 pts vs S&P	Filing for VMC on May 13, 2020
WFCWells Fargo	Sale (partial)$1,001 - $15,000	Jun 15, 2020	May 13, 2020	▲ 335.9%+143.1 pts vs S&P	Filing for WFC on May 13, 2020
SCHWCharles Schwab Corporation	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 24, 2020	▲ 175.0%−16.4 pts vs S&P	Filing for SCHW on Apr 24, 2020
TELTE Connectivity	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 24, 2020	▲ 246.2%+54.8 pts vs S&P	Filing for TEL on Apr 24, 2020
PHGKoninklijke Philips NV	Purchase$1,001 - $15,000	May 7, 2020	Apr 22, 2020	—	Filing for PHG on Apr 22, 2020
TELTE Connectivity	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 22, 2020	▲ 260.9%+65.5 pts vs S&P	Filing for TEL on Apr 22, 2020
CMCSAComcast	Purchase$1,001 - $15,000	May 7, 2020	Apr 17, 2020	▼ 18.8%−206.4 pts vs S&P	Filing for CMCSA on Apr 17, 2020
DLTRDollar Tree	Purchase$1,001 - $15,000	May 7, 2020	Apr 17, 2020	▲ 64.0%−123.6 pts vs S&P	Filing for DLTR on Apr 17, 2020
LUVSouthwest Airlines	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 17, 2020	▲ 52.2%−135.5 pts vs S&P	Filing for LUV on Apr 17, 2020
LUVSouthwest Airlines	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 16, 2020	▲ 54.7%−140.7 pts vs S&P	Filing for LUV on Apr 16, 2020
ULUnilever PLC	Purchase$1,001 - $15,000	May 7, 2020	Apr 16, 2020	—	Filing for UL on Apr 16, 2020
CBChubb Limited	Purchase$1,001 - $15,000	May 7, 2020	Apr 15, 2020	▲ 247.0%+50.2 pts vs S&P	Filing for CB on Apr 15, 2020
MMM3M	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 92.0%−135.4 pts vs S&P	Filing for MMM on Apr 2, 2020
ABTAbbott Laboratories	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 56.0%−171.4 pts vs S&P	Filing for ABT on Apr 2, 2020
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 999.5%+772.1 pts vs S&P	Filing for AMD on Apr 2, 2020
AMGAffiliated Managers Group, Inc.	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 555.8%+328.4 pts vs S&P	Filing for AMG on Apr 2, 2020
AFLAflac	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 353.6%+126.2 pts vs S&P	Filing for AFL on Apr 2, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 404.4%+177.0 pts vs S&P	Filing for GOOGL on Apr 2, 2020
AMZNAmazon	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 162.6%−64.8 pts vs S&P	Filing for AMZN on Apr 2, 2020
AIGAmerican International Group	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 347.8%+120.4 pts vs S&P	Filing for AIG on Apr 2, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 460.3%+232.9 pts vs S&P	Filing for AAPL on Apr 2, 2020
TAT&T	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 53.9%−173.5 pts vs S&P	Filing for T on Apr 2, 2020
ATOAtmos Energy	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 109.7%−117.7 pts vs S&P	Filing for ATO on Apr 2, 2020
ADSKAutodesk, Inc.	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 84.8%−142.6 pts vs S&P	Filing for ADSK on Apr 2, 2020
BACBank of America	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 181.4%−46.0 pts vs S&P	Filing for BAC on Apr 2, 2020
BAXBaxter International	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▼ 65.6%−293.0 pts vs S&P	Filing for BAX on Apr 2, 2020
COFCapital One	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 429.2%+201.8 pts vs S&P	Filing for COF on Apr 2, 2020
CATCaterpillar Inc.	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 505.2%+277.8 pts vs S&P	Filing for CAT on Apr 2, 2020
CNPCenterPoint Energy	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 254.6%+27.2 pts vs S&P	Filing for CNP on Apr 2, 2020
SCHWCharles Schwab Corporation	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 183.0%−44.4 pts vs S&P	Filing for SCHW on Apr 2, 2020
CHTRCharter Communications	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▼ 73.7%−301.1 pts vs S&P	Filing for CHTR on Apr 2, 2020
CBChubb Limited	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 281.6%+54.2 pts vs S&P	Filing for CB on Apr 2, 2020
CCitigroup	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	—	Filing for C on Apr 2, 2020
CFGCitizens Financial Group	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 393.1%+165.7 pts vs S&P	Filing for CFG on Apr 2, 2020
COSTCostco	Sale (full)$15,001 - $50,000	May 7, 2020	Apr 2, 2020	▲ 285.2%+57.8 pts vs S&P	Filing for COST on Apr 2, 2020
CCICrown Castle	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▼ 21.0%−248.4 pts vs S&P	Filing for CCI on Apr 2, 2020
DALDelta Air Lines	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 280.5%+53.1 pts vs S&P	Filing for DAL on Apr 2, 2020
DLRDigital Realty	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 64.8%−162.6 pts vs S&P	Filing for DLR on Apr 2, 2020
DOWDow Inc.	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 71.6%−155.8 pts vs S&P	Filing for DOW on Apr 2, 2020
DTEDTE Energy	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 119.6%−107.7 pts vs S&P	Filing for DTE on Apr 2, 2020
DDDuPont	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 325.7%+98.3 pts vs S&P	Filing for DD on Apr 2, 2020
DXCDXC Technology Co	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 11.3%−216.1 pts vs S&P	Filing for DXC on Apr 2, 2020
EMNEastman Chemical Co	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 83.5%−143.9 pts vs S&P	Filing for EMN on Apr 2, 2020
EMREmerson Electric	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 300.8%+73.4 pts vs S&P	Filing for EMR on Apr 2, 2020
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▼ 23.2%−250.6 pts vs S&P	Filing for EL on Apr 2, 2020
METAMeta Platforms	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 295.1%+67.7 pts vs S&P	Filing for META on Apr 2, 2020
FITBFifth Third Bancorp	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 384.5%+157.1 pts vs S&P	Filing for FITB on Apr 2, 2020
FLSFlowserve Corp	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 283.8%+56.4 pts vs S&P	Filing for FLS on Apr 2, 2020
FFord Motor Company	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 281.7%+54.3 pts vs S&P	Filing for F on Apr 2, 2020
FTVFortive	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 94.7%−132.7 pts vs S&P	Filing for FTV on Apr 2, 2020
GISGeneral Mills	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▼ 19.5%−246.9 pts vs S&P	Filing for GIS on Apr 2, 2020
GMGeneral Motors	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 405.6%+178.2 pts vs S&P	Filing for GM on Apr 2, 2020
GPCGenuine Parts Company	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 143.9%−83.5 pts vs S&P	Filing for GPC on Apr 2, 2020
GSGoldman Sachs	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 594.3%+366.9 pts vs S&P	Filing for GS on Apr 2, 2020
HRBH&R Block Inc	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 446.4%+219.0 pts vs S&P	Filing for HRB on Apr 2, 2020
HIGThe Hartford	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 366.9%+139.5 pts vs S&P	Filing for HIG on Apr 2, 2020
HSTHost Hotels & Resorts	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 245.1%+17.7 pts vs S&P	Filing for HST on Apr 2, 2020
HPQHP Inc.	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 127.5%−99.8 pts vs S&P	Filing for HPQ on Apr 2, 2020
HBANHuntington Bancshares	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 187.9%−39.5 pts vs S&P	Filing for HBAN on Apr 2, 2020
IBMIBM	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 209.4%−18.0 pts vs S&P	Filing for IBM on Apr 2, 2020
ISRGIntuitive Surgical	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 183.3%−44.0 pts vs S&P	Filing for ISRG on Apr 2, 2020
IVZInvesco	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 350.8%+123.4 pts vs S&P	Filing for IVZ on Apr 2, 2020
IRMIron Mountain	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 624.8%+397.4 pts vs S&P	Filing for IRM on Apr 2, 2020
JCIJohnson Controls	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 552.3%+324.9 pts vs S&P	Filing for JCI on Apr 2, 2020
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 359.9%+132.6 pts vs S&P	Filing for JPM on Apr 2, 2020
KEYKeyCorp	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 205.9%−21.5 pts vs S&P	Filing for KEY on Apr 2, 2020
KMBKimberly-Clark	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 4.9%−222.5 pts vs S&P	Filing for KMB on Apr 2, 2020
KSSKohls Corp	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 179.0%−48.4 pts vs S&P	Filing for KSS on Apr 2, 2020
KRKroger	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 144.4%−83.0 pts vs S&P	Filing for KR on Apr 2, 2020
LVSLas Vegas Sands	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	—	Filing for LVS on Apr 2, 2020
LNCLincoln National Corp	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 148.5%−78.9 pts vs S&P	Filing for LNC on Apr 2, 2020
LLoews Corporation	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 240.1%+12.7 pts vs S&P	Filing for L on Apr 2, 2020
LYBLyondellBasell	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 118.3%−109.1 pts vs S&P	Filing for LYB on Apr 2, 2020
MTBM&T Bank	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 185.9%−41.5 pts vs S&P	Filing for MTB on Apr 2, 2020
MMacy's, Inc.	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 552.6%+325.2 pts vs S&P	Filing for M on Apr 2, 2020
MGMMGM Resorts	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 170.3%−57.1 pts vs S&P	Filing for MGM on Apr 2, 2020
TAPMolson Coors Beverage Co	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 25.1%−202.3 pts vs S&P	Filing for TAP on Apr 2, 2020
MSMorgan Stanley	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 573.6%+346.2 pts vs S&P	Filing for MS on Apr 2, 2020
MOSThe Mosaic Company	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 116.3%−111.1 pts vs S&P	Filing for MOS on Apr 2, 2020
NFLXNetflix	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 70.3%−157.0 pts vs S&P	Filing for NFLX on Apr 2, 2020
NWLNewell Brands Inc.	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▼ 36.3%−263.7 pts vs S&P	Filing for NWL on Apr 2, 2020
NINiSource	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 136.8%−90.6 pts vs S&P	Filing for NI on Apr 2, 2020
PHParker Hannifin	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 767.3%+539.9 pts vs S&P	Filing for PH on Apr 2, 2020
PMPhilip Morris International	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 282.9%+55.5 pts vs S&P	Filing for PM on Apr 2, 2020
PNCPNC Financial Services	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 223.3%−4.1 pts vs S&P	Filing for PNC on Apr 2, 2020
PPGPPG Industries	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 70.9%−156.5 pts vs S&P	Filing for PPG on Apr 2, 2020
PFGPrincipal Financial Group	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 439.8%+212.4 pts vs S&P	Filing for PFG on Apr 2, 2020
PRUPrudential Financial	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 254.0%+26.6 pts vs S&P	Filing for PRU on Apr 2, 2020
PWRQuanta Services	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 2055.9%+1828.5 pts vs S&P	Filing for PWR on Apr 2, 2020
DGXQuest Diagnostics	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 261.4%+34.0 pts vs S&P	Filing for DGX on Apr 2, 2020
REGNRegeneron Pharmaceuticals	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 96.7%−130.7 pts vs S&P	Filing for REGN on Apr 2, 2020
RCLRoyal Caribbean Group	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 1206.8%+979.4 pts vs S&P	Filing for RCL on Apr 2, 2020
SRESempra	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 97.2%−130.2 pts vs S&P	Filing for SRE on Apr 2, 2020
NOWServiceNow	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 109.8%−117.5 pts vs S&P	Filing for NOW on Apr 2, 2020
SPGSimon Property Group	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 616.7%+389.4 pts vs S&P	Filing for SPG on Apr 2, 2020
SYFSynchrony Financial	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 515.1%+287.7 pts vs S&P	Filing for SYF on Apr 2, 2020
KHCKraft Heinz	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 36.6%−190.8 pts vs S&P	Filing for KHC on Apr 2, 2020
TRVThe Travelers Companies	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 363.6%+136.2 pts vs S&P	Filing for TRV on Apr 2, 2020
TDGTransDigm Group	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 410.5%+183.1 pts vs S&P	Filing for TDG on Apr 2, 2020
TFCTruist Financial	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 133.9%−93.5 pts vs S&P	Filing for TFC on Apr 2, 2020
USBU.S. Bancorp	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 141.3%−86.1 pts vs S&P	Filing for USB on Apr 2, 2020
UPSUnited Parcel Service	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 54.3%−173.1 pts vs S&P	Filing for UPS on Apr 2, 2020
URIUnited Rentals	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 1168.5%+941.1 pts vs S&P	Filing for URI on Apr 2, 2020
VTRVentas	Sale (full)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 371.1%+143.7 pts vs S&P	Filing for VTR on Apr 2, 2020
VMCVulcan Materials Company	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 180.3%−47.0 pts vs S&P	Filing for VMC on Apr 2, 2020
WFCWells Fargo	Sale (partial)$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 268.1%+40.7 pts vs S&P	Filing for WFC on Apr 2, 2020
ZIONZions Bancorporation, National Association	Purchase$1,001 - $15,000	May 7, 2020	Apr 2, 2020	▲ 224.0%−3.4 pts vs S&P	Filing for ZION on Apr 2, 2020
EMREmerson Electric	Purchase$1,001 - $15,000	Apr 10, 2020	Mar 17, 2020	▲ 303.4%+75.4 pts vs S&P	Filing for EMR on Mar 17, 2020
EMREmerson Electric	Purchase$1,001 - $15,000	Apr 10, 2020	Mar 16, 2020	▲ 307.4%+61.6 pts vs S&P	Filing for EMR on Mar 16, 2020
UNHUnitedHealth Group	Purchase$1,001 - $15,000	Apr 10, 2020	Mar 13, 2020	▲ 65.3%−142.6 pts vs S&P	Filing for UNH on Mar 13, 2020
BKNGBooking Holdings	Purchase$1,001 - $15,000	Apr 10, 2020	Mar 5, 2020	▲ 138.2%−36.0 pts vs S&P	Filing for BKNG on Mar 5, 2020
CMCSAComcast	Purchase$1,001 - $15,000	Apr 10, 2020	Mar 5, 2020	▼ 23.7%−197.9 pts vs S&P	Filing for CMCSA on Mar 5, 2020
ETNEaton Corporation	Purchase$1,001 - $15,000	Apr 10, 2020	Mar 5, 2020	▲ 371.2%+197.0 pts vs S&P	Filing for ETN on Mar 5, 2020
PHGKoninklijke Philips NV	Purchase$1,001 - $15,000	Apr 10, 2020	Mar 5, 2020	—	Filing for PHG on Mar 5, 2020
NTRSNorthern Trust	Purchase$1,001 - $15,000	Apr 10, 2020	Mar 5, 2020	▲ 160.7%−13.5 pts vs S&P	Filing for NTRS on Mar 5, 2020
PPGPPG Industries	Purchase$1,001 - $15,000	Apr 10, 2020	Mar 5, 2020	▲ 34.4%−139.8 pts vs S&P	Filing for PPG on Mar 5, 2020
IRIngersoll Rand	Exchange$1,001 - $15,000	Apr 10, 2020	Mar 2, 2020	—	Filing for IR on Mar 2, 2020
MMM3M	Sale (partial)$15,001 - $50,000	Mar 12, 2020	Feb 28, 2020	▲ 77.4%−102.5 pts vs S&P	Filing for MMM on Feb 28, 2020
AOSA. O. Smith	Sale (full)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 83.1%−96.8 pts vs S&P	Filing for AOS on Feb 28, 2020
ABTAbbott Laboratories	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 60.8%−119.1 pts vs S&P	Filing for ABT on Feb 28, 2020
BAXBaxter International	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▼ 66.1%−246.0 pts vs S&P	Filing for BAX on Feb 28, 2020
CNPCenterPoint Energy	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 117.6%−62.3 pts vs S&P	Filing for CNP on Feb 28, 2020
GLWCorning Inc.	Sale (partial)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 522.6%+342.6 pts vs S&P	Filing for GLW on Feb 28, 2020
DTEDTE Energy	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 77.3%−102.6 pts vs S&P	Filing for DTE on Feb 28, 2020
DDDuPont	Sale (full)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 222.6%+42.7 pts vs S&P	Filing for DD on Feb 28, 2020
DXCDXC Technology Co	Sale (full)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▼ 41.2%−221.1 pts vs S&P	Filing for DXC on Feb 28, 2020
ESEversource Energy	Sale (partial)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 2.5%−177.4 pts vs S&P	Filing for ES on Feb 28, 2020
FFord Motor Company	Sale (full)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 139.1%−40.8 pts vs S&P	Filing for F on Feb 28, 2020
FOXAFox Corporation (Class A)	Sale (full)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 138.7%−41.3 pts vs S&P	Filing for FOXA on Feb 28, 2020
HRBH&R Block Inc	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 237.1%+57.1 pts vs S&P	Filing for HRB on Feb 28, 2020
IFFInternational Flavors & Fragrances	Sale (full)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▼ 8.0%−187.9 pts vs S&P	Filing for IFF on Feb 28, 2020
IRMIron Mountain	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 425.1%+245.2 pts vs S&P	Filing for IRM on Feb 28, 2020
SJMThe J.M. Smucker Company	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 54.5%−125.5 pts vs S&P	Filing for SJM on Feb 28, 2020
KSSKohls Corp	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▼ 13.4%−193.4 pts vs S&P	Filing for KSS on Feb 28, 2020
PHGKoninklijke Philips NV	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	—	Filing for PHG on Feb 28, 2020
LLoews Corporation	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 147.3%−32.6 pts vs S&P	Filing for L on Feb 28, 2020
MMacy's, Inc.	Sale (full)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 128.6%−51.3 pts vs S&P	Filing for M on Feb 28, 2020
NWLNewell Brands Inc.	Sale (partial)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▼ 50.2%−230.1 pts vs S&P	Filing for NWL on Feb 28, 2020
NTRSNorthern Trust	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 140.3%−39.6 pts vs S&P	Filing for NTRS on Feb 28, 2020
PMPhilip Morris International	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 253.9%+74.0 pts vs S&P	Filing for PM on Feb 28, 2020
SPGSimon Property Group	Sale (full)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 156.3%−23.6 pts vs S&P	Filing for SPG on Feb 28, 2020
KHCKraft Heinz	Sale (full)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 38.2%−141.7 pts vs S&P	Filing for KHC on Feb 28, 2020
UPSUnited Parcel Service	Sale (partial)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 58.6%−121.3 pts vs S&P	Filing for UPS on Feb 28, 2020
VTRVentas	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 107.3%−72.6 pts vs S&P	Filing for VTR on Feb 28, 2020
WFCWells Fargo	Sale (partial)$1,001 - $15,000	Mar 12, 2020	Feb 28, 2020	▲ 145.3%−34.7 pts vs S&P	Filing for WFC on Feb 28, 2020
BKNGBooking Holdings	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 27, 2020	▲ 136.4%−42.3 pts vs S&P	Filing for BKNG on Feb 27, 2020
SCHWCharles Schwab Corporation	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 24, 2020	▲ 122.2%−35.0 pts vs S&P	Filing for SCHW on Feb 24, 2020
LUVSouthwest Airlines	Purchase$1,001 - $15,000	Mar 12, 2020	Feb 24, 2020	▼ 11.9%−169.2 pts vs S&P	Filing for LUV on Feb 24, 2020

What happened to the stocks afterwards

Average of the stock’s return minus the S&P 500’s, across this member’s disclosed trade whose window is complete. Nothing here is a member’s profit.

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	+1.7%	+0.6%	54%	351	+1.2% (351)
Purchases	90 days	+0.9%	+0.3%	50%	351	−1.5% (351)
Sales	30 days	+0.6%	+0.1%	50%	339	+1.3% (339)
Sales	90 days	+0.2%	−1.0%	48%	339	−1.5% (339)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Report filed Aug 1, 2024 0 stock or option trades
Report filed Jun 20, 2024 0 stock or option trades
Report filed Aug 13, 2022 1 stock or option trade · ABT
Report filed Sep 23, 2021 0 stock or option trades
Report filed Aug 13, 2021 2 stock or option trades · AZN
Report filed Jul 14, 2021 0 stock or option trades
Report filed Jun 8, 2021 0 stock or option trades
Report filed May 12, 2021 1 stock or option trade
Report filed Apr 7, 2021 0 stock or option trades
Report filed Mar 9, 2021 0 stock or option trades
Report filed Feb 13, 2021 22 stock or option trades · ABT, ACN, AAL, ACGL, T, BKNG, CB, DTE, ES, HON, IRM, PCAR
Report filed Jan 9, 2021 33 stock or option trades · AKAM, AAL, T, BAX, BSX, CSCO, CFG, CLX, CMCSA, ED, DLR, DLTR
Report filed Dec 11, 2020 6 stock or option trades · ACN, BKNG, CMCSA, HON, MU
Report filed Nov 11, 2020 3 stock or option trades · MU
Report filed Oct 9, 2020 43 stock or option trades · MMM, ABT, ACN, AMD, AKAM, GOOGL, AMZN, AAPL, T, ATO, BAX, CAT
Report filed Sep 11, 2020 15 stock or option trades · ANET, BSX, CMG, DHR, DXC, META, HWM, TAP, NTAP, PYPL, TDG, UAA
Report filed Aug 9, 2020 1 stock or option trade · TFC
Report filed Jul 7, 2020 7 stock or option trades · CMCSA, HON, PHG, PGR, DGX
Report filed Jun 15, 2020 45 stock or option trades · MMM, AAL, AIG, T, CAT, CNP, DE, DTE, DXC, EMR, EXPD, META
Report filed May 7, 2020 128 stock or option trades · MMM, ABT, AMD, AMG, AFL, GOOGL, AMZN, AIG, AAPL, T, ATO, ADSK
Report filed Apr 10, 2020 10 stock or option trades · BKNG, CMCSA, ETN, EMR, IR, PHG, NTRS, PPG, UNH
Report filed Mar 12, 2020 79 stock or option trades · MMM, AOS, ABT, ACN, BAX, BRK.B, BKNG, CNP, SCHW, CB, CMCSA, GLW
Report filed Feb 7, 2020 39 stock or option trades · ACN, BRK.B, BKNG, SCHW, CB, CMCSA, DG, ETN, JPM, NTRS, PEP, PPG
Report filed Jan 9, 2020 5 stock or option trades · CMCSA, ETN
Report filed Dec 11, 2019 40 stock or option trades · ALB, ANET, BAX, BKNG, BMY, CNP, DD, DXC, ETN, EBAY, FDX, F
Report filed Nov 6, 2019 10 stock or option trades · BRK.B, SCHW, FOXA, NTRS, NTR, LUV
Report filed Oct 11, 2019 24 stock or option trades · ALGN, ANET, BAX, BIIB, CTVA, FOXA, NEM, PM, REGN, LUV, SWK, STT
Report filed Sep 16, 2019 65 stock or option trades · MMM, AOS, ABBV, AMG, ALGN, AAL, BAX, BIIB, CAT, SCHW, CB, CTVA
Report filed Aug 21, 2019 4 stock or option trades · DGX
Report filed Jul 11, 2019 33 stock or option trades · MMM, ABT, ALB, BIIB, BKNG, CAH, SCHW, CVS, DOW, DXC, FDX, LIN
Report filed Jun 13, 2019 48 stock or option trades · MMM, ACN, ALB, AIG, T, BIIB, CB, CTSH, CVS, DVA, DOW, META
Report filed May 21, 2019 31 stock or option trades · ACN, BRK.B, CB, DG, DLTR, EBAY, EXPD, FOXA, BEN, HON, JPM, MAS
Report filed Apr 16, 2019 31 stock or option trades · MMM, BF.B, CB, CI, CAG, COTY, DHR, DLR, FOXA, LYB, MOS, NVDA
Report filed Mar 21, 2019 25 stock or option trades · ABBV, AAPL, CAH, COTY, CVS, DVA, FDX, F, BEN, IBM, JCI, LYB
Report filed Feb 18, 2019 92 stock or option trades · MMM, ABBV, ALGN, AMZN, AAL, AIG, AAPL, AMAT, T, BAC, BDX, BLK

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress