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| Date | Ticker | Asset | Action | Amount | Trade Price | 30D Price | 1M Return | Alpha | 1M Prediction |
|---|---|---|---|---|---|---|---|---|---|
Aug 11, 2026 | ACN | Stock | Sell |
| $1,001 - $15,000 |
| $179.82 |
| $175.80 |
| -2.2% |
| -1.2% |
Aug 11, 2026 | ACN | Stock | Sell | $1,001 - $15,000 | $179.82 | $175.80 | -2.2% | -1.2% |
Aug 11, 2026 | ACN | Stock | Sell | $15,001 - $50,000 | $179.82 | $175.80 | -2.2% | -1.2% |
Aug 11, 2026 | MBGL | Stock | Sell | $1,001 - $15,000 | $19.31 | $19.76 | +2.3% | +3.4% |
Aug 11, 2026 | MBGL | Stock | Sell | $1,001 - $15,000 | $19.31 | $19.76 | +2.3% | +3.4% |
Aug 11, 2026 | SOLS | Stock | Sell | $1,001 - $15,000 | $61.03 | $63.26 | +3.7% | +4.7% |
Jun 29, 2026 | HONAV | Stock | Exchange | $15,001 - $50,000 | - | - | - | - |
Mar 8, 2026 | MICC | Stock | Sell | $1,001 - $15,000 | $15.28 | $14.36 | -6.0% | -4.3% |
Mar 8, 2026 | AJG | Stock | Sell | $15,001 - $50,000 | $226.77 | $216.27 | -4.6% | -2.9% |
Mar 8, 2026 | AJG | Stock | Sell | $1,001 - $15,000 | $226.77 | $216.27 | -4.6% | -2.9% |
Dec 10, 2025 | ASHGY | Stock | Exchange | $15,001 - $50,000 | - | - | - | - |
Dec 10, 2025 | ASHGY | Stock | Exchange | $1,001 - $15,000 | - | - | - | - |
Aug 19, 2025 | ACN | Stock | Sell | $15,001 - $50,000 | $250.71 | $234.71 | -6.4% | -9.9% |
Aug 19, 2025 | ACN | Stock | Sell | $1,001 - $15,000 | $250.71 | $234.71 | -6.4% | -9.9% |
Aug 19, 2025 | JNJ | Stock | Sell | $1,001 - $15,000 | $173.47 | $171.16 | -1.3% | -4.8% |
Aug 19, 2025 | TMO | Stock | Sell | $15,001 - $50,000 | $496.48 | $479.78 | -3.4% | -6.9% |
Aug 19, 2025 | TMO | Stock | Sell | $1,001 - $15,000 | $496.48 | $479.78 | -3.4% | -6.9% |
Aug 19, 2025 | VZ | Stock | Sell | $1,001 - $15,000 | $42.07 | $40.88 | -2.8% | -6.3% |
Jun 4, 2025 | HLI | Stock | Sell | $1,001 - $15,000 | $171.42 | $182.74 | +6.6% | +1.4% |
Jun 4, 2025 | NKE | Stock | Sell | $1,001 - $15,000 | $61.09 | $74.35 | +21.7% | +16.5% |
Jun 4, 2025 | RMD | Stock | Sell | $1,001 - $15,000 | $247.52 | $254.47 | +2.8% | -2.4% |
Jun 4, 2025 | UPS | Stock | Sell | $1,001 - $15,000 | $92.21 | $97.43 | +5.7% | +0.4% |
Jun 4, 2025 | WEX | Stock | Sell | $1,001 - $15,000 | $138.28 | $151.23 | +9.4% | +4.1% |
Jun 4, 2025 | ZBRA | Stock | Sell | $1,001 - $15,000 | $291.03 | $323.72 | +11.2% | +6.0% |
Jun 4, 2025 | ZBRA | Stock | Sell | $15,001 - $50,000 | $291.03 | $323.72 | +11.2% | +6.0% |
Apr 28, 2025 | RMD | Stock | Sell | $1,001 - $15,000 | $232.06 | $243.11 | +4.8% | -1.9% |
Apr 11, 2025 | AVGO | Stock | Buy | $15,001 - $50,000 | $180.48 | $206.53 | +14.4% | +8.7% |
Apr 11, 2025 | AVGO | Stock | Buy | $1,001 - $15,000 | $180.48 | $206.53 | +14.4% | +8.7% |
Apr 11, 2025 | META | Stock | Buy | $15,001 - $50,000 | $541.88 | $590.65 | +9.0% | +3.3% |
Apr 11, 2025 | META | Stock | Buy | $1,001 - $15,000 | $541.88 | $590.65 | +9.0% | +3.3% |
Apr 10, 2025 | BAESY | Stock | Sell | $15,001 - $50,000 | $83.95 | $89.86 | +7.0% | -0.5% |
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