K. Michael ConawayHouse
U.S. Representative · TX-11 · R · 2013-07 → 2020-12
- Chamber
- House
- Party
- R
- State
- TX
- Trades
- 913 (472 buys · 409 sells)
- Estimated volume
- $27.5M
- Late filings
- 7% (67 of 913)
- Median filing lag
- 26 days
- Outperformance rank
- #70 of 142 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $22.1M
- from $8.3M cost
- Estimated gain
- +$13.8M
- Up 166%
- Versus the S&P 500
- -$1.2M
- SPY would hold $23.4M
- Positions
- 113
- from 355 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | WFCdR S&P dividend ETF | 2016-06-13 | $1.6M | $3.9M | +136% | 17% |
| 2 | AAPLApple Inc. | 2014-03-14 | $417K | $3.0M | +618% | 14% |
| 3 | JPMJP Morgan Chase & Co. | 2016-09-12 | $467K | $1.7M | +256% | 8% |
| 4 | AMZNAmazon.com, Inc. | 2014-06-17 | $280K | $979K | +250% | 4% |
| 5 | MSFTMicrosoft Corporation | 2014-06-24 | $81K | $723K | +798% | 3% |
| 6 | MPCMarathon Petroleum Corporation | 2020-04-22 | $33K | $556K | +1611% | 3% |
| 7 | GOOGLAlphabet Inc. - Class A | 2014-08-27 | $81K | $526K | +549% | 2% |
| 8 | USMCWF 95 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF | 2019-07-24 | $203K | $519K | +156% | 2% |
| 9 | GSGOLDMAN SACHS CAPITAL II - VAR% PERPETUAL | 2016-06-10 | $98K | $513K | +426% | 2% |
| 10 | SPYdR S&P 500 | 2018-02-13 | $187K | $502K | +169% | 2% |
| 11 | DGROiShares Core dividend growth ETF | 2020-04-06 | $256K | $486K | +90% | 2% |
| 12 | SKYYFirst Trust Cloud Computing ETF | 2020-05-19 | $205K | $476K | +132% | 2% |
| 13 | VIGVanguard Div Appreciation ETF | 2019-12-03 | $215K | $418K | +94% | 2% |
| 14 | QQQInvesco QQQ Trust, series 1 | 2018-02-13 | $97K | $402K | +315% | 2% |
| 15 | PEPPepsico, Inc. | 2014-01-10 | $274K | $340K | +24% | 2% |
Showing top 15 of 113 positions by value
Trades that mattered most
These 8 buys explain 21% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 2016-05-26 | 10.4y | $50K-100K | +1229% | +962% | |
| 2 | MPC | Marathon Petroleum Corporation | 2020-04-22 | 6.5y | $15K-50K | +1611% | +1435% | |
| 3 | PEP | Pepsico, Inc. | 2015-02-19 | 11.6y | $100K-250K | +28% | -239% | |
| 4 | AAPL | Apple Inc. | 2017-06-27 | 9.3y | $15K-50K | +829% | +610% | |
| 5 | TSLA | Tesla Motors, Inc. | 2015-02-11 | 11.6y | $1K-15K | +2512% | +2240% | |
| 6 | MSFT | Microsoft Corporation | 2016-09-12 | 10.1y | $15K-50K | +807% | +551% | |
| 7 | WFC | dR S&P dividend ETF | 2017-01-19 | 9.7y | $50K-100K | +47% | -193% | |
| 8 | AAPL | Apple Inc. | 2020-04-15 | 6.5y | $50K-100K | +369% | +192% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | AAPL | 19 | 17/2 | 17 of 17 | +618% | +195% |
| 2 | PEP | 5 | 5/0 | 0 of 5 | +24% | +243% |
| 3 | MPC | 1 | 1/0 | 1 of 1 | +1611% | +176% |
| 4 | MSFT | 9 | 7/2 | 7 of 7 | +798% | +248% |
| 5 | JPM | 28 | 21/7 | 21 of 21 | +256% | +174% |
| 6 | VPU | 15 | 7/6 | 0 of 7 | +17% | +147% |
| 7 | GOOGL | 6 | 4/2 | 4 of 4 | +549% | +175% |
| 8 | WFC | 105 | 39/46 | 17 of 39 | +136% | +151% |
| 9 | PM | 7 | 5/2 | 0 of 5 | +75% | +222% |
| 10 | VDC | 7 | 4/3 | 0 of 4 | +43% | +156% |
| 11 | GS | 6 | 3/2 | 3 of 3 | +426% | +215% |
| 12 | AMZN | 11 | 9/2 | 5 of 9 | +250% | +179% |
| 13 | ABT | 4 | 3/1 | 0 of 3 | +26% | +159% |
| 14 | TSLA | 2 | 1/1 | 1 of 1 | +2512% | +272% |
| 15 | T | 6 | 3/3 | 0 of 3 | +0% | +232% |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
913 of 913
K. Michael Conaway
House · R · TX
Buy$15K-50K
-70.6% vs SPY
FDNFirst Trust DJ Internet Index Fund
K. Michael Conaway
House · R · TX
Buy$15K-50K
+62.9% vs SPY
WFCWF 10 (Wells Fargo Financial) goldman Sachs Activebeta U.S. Large Cap Equity ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
+62.9% vs SPY
WFCWF 10 (Wells Fargo Financial) Vanguard Div Appreciation ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
—JT E57 (Edward Jones) LOCATION: US DESCRIPTION: American Mutual Fund American New Economy Fund
K. Michael Conaway
House · R · TX
Buy$50K-100K
+68.8% vs SPY
WFCWF 10 (Wells Fargo Financial) Investment Company of America
K. Michael Conaway
House · R · TX
Buy$50K-100K
+68.8% vs SPY
WFCWF 10 (Wells Fargo Financial) Washington Mutual Inv FD
K. Michael Conaway
House · R · TX
Buy$50K-100K
—JT E57 (Edward Jones) LOCATION: US DESCRIPTION: AMCAP Fund American balanced Fund
K. Michael Conaway
House · R · TX
Buy$50K-100K
—JT E57 (Edward Jones) LOCATION: US DESCRIPTION: American balanced Fund American Mutual Fund
K. Michael Conaway
House · R · TX
Buy$50K-100K
—JT E57 (Edward Jones) LOCATION: US DESCRIPTION: American New Economy Fund American Small Cap World FundP12/21/202012/24/2020$15,001 - gfedc
K. Michael Conaway
House · R · TX
Buy$50K-100K
-36.1% vs SPY
DGROJT E57 (Edward Jones) LOCATION: US DESCRIPTION: Investment Company of America iShares Core Dividend growth ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
+63.4% vs SPY
WFCWF 10 (Wells Fargo Financial) Fundamental Investors CL A
K. Michael Conaway
House · R · TX
Buy$15K-50K
-70.6% vs SPY
FDNJT E57 (Edward Jones) LOCATION: US DESCRIPTION: Capital World growth & Income Fund First Trust DJ Internet Index Fund
K. Michael Conaway
House · R · TX
Buy$15K-50K
+159.4% vs SPY
GSJT E57 (Edward Jones) LOCATION: US DESCRIPTION: Fundamental Investors CL A goldman Sachs Activebeta U.S. Large Cap Equity ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
-39.9% vs SPY
VIGJT E57 (Edward Jones) Vanguard Div Appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-121.0% vs SPY
AALAmerican Airlines group, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-27.0% vs SPY
DRIJT E57 (Edward Jones) Darden Restaurants, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-39.1% vs SPY
DGROJT E57 (Edward Jones) iShares Core Dividend growth ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-120.9% vs SPY
LUVJT E57 (Edward Jones) Southwest Airlines Company
K. Michael ConawaySP
House · R · TX
Sell$1K-15K
—UIT First Trust Diversified W115
K. Michael Conaway
House · R · TX
Buy$15K-50K
+58.8% vs SPY
AAPLApple Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+58.8% vs SPY
AAPLWF 25 (Wells Fargo Financial) Apple Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+62.0% vs SPY
CVXWF 10 (Wells Fargo Financial) Chevron Corporation
K. Michael Conaway
House · R · TX
Buy$50K-100K
-21.3% vs SPY
SKYYWells Fargo > WF48 dESCRIPTION: Merger with NbL First Trust Cloud Computing ETFP10/16/202010/20/2020$15,001 - gfedc
K. Michael Conaway
House · R · TX
Buy$15K-50K
-48.7% vs SPY
JNJWF 10 (Wells Fargo Financial) Johnson & Johnson
K. Michael Conaway
House · R · TX
Sell$15K-50K
+130.3% vs SPY
WFCWells Fargo > WF48 dESCRIPTION: Merger with CVX The blackstone group Inc. Class A
K. Michael Conaway
House · R · TX
Sell$15K-50K
+130.3% vs SPY
WFCWF 25 (Wells Fargo Financial) Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Exch$15K-50K
+56.1% vs SPY
CVXWF 25 (Wells Fargo Financial) dESCRIPTION: CVX result of merger with NbL Chevron Corporation
K. Michael Conaway
House · R · TX
Exch$1K-15K
+56.1% vs SPY
CVXWF 25 (Wells Fargo Financial) dESCRIPTION: Merger with NbL Chevron Corporation
K. Michael Conaway
House · R · TX
Exch$1K-15K
+102.9% vs SPY
WFCWF 25 (Wells Fargo Financial) Noble Energy Inc.
K. Michael Conaway
House · R · TX
Exch$15K-50K
+102.9% vs SPY
WFCWF 25 (Wells Fargo Financial) dESCRIPTION: Merger with CVX Noble Energy Inc.
K. Michael Conaway
House · R · TX
Buy$50K-100K
-136.9% vs SPY
ABTAbbott Laboratories
K. Michael Conaway
House · R · TX
Buy$15K-50K
-136.9% vs SPY
ABTAbbott Laboratories
K. Michael Conaway
House · R · TX
Buy$15K-50K
+115.4% vs SPY
JPMJPMORGAN CHASE & CO FIX/FLT JR SBRDNTD PERP MAT CLLB NRA TAXABLE CPN 4.051% DUE 12/29/49
JPMORGAN CHASE & CO FIX/FLT JR SBRDNTD PERP MAT CLLB NRA TAXABLE CPN 4.051% DUE 12/29/49
K. Michael Conaway
House · R · TX
Sell$15K-50K
—BANK NOVA SCOTIA 0% 1Y: LKD EURO STOXX 50 INDEX DUE 09/24/2020 CPN 0.000% DUE 09/24/20
BANK NOVA SCOTIA 0% 1Y: LKD EURO STOXX 50 INDEX DUE 09/24/2020 CPN 0.000% DUE 09/24/20 Redemption
K. Michael Conaway
House · R · TX
Buy$15K-50K
—FIFTH THIRD BANCORP FIX TO FLT JR SBRDNTD CALLABLE PERPTL CPN 5.100% DUE 12/31/49
FIFTH THIRD BANCORP FIX TO FLT JR SBRDNTD CALLABLE PERPTL CPN 5.100% DUE 12/31/49
K. Michael Conaway
House · R · TX
Buy$15K-50K
+68.6% vs SPY
CIBRFirst Trust NASDAQ Cybersecurity ETF
K. Michael Conaway
House · R · TX
Buy$1K-15K
+5.1% vs SPY
USMCPrincipal U.S. Mega-Cap ETF
K. Michael Conaway
House · R · TX
Sell$50K-100K
-99.3% vs SPY
VDCVanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
-99.3% vs SPY
VDCVanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
+103.0% vs SPY
JPMJP Morgan Chase & Co.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+219.9% vs SPY
GOOGLAlphabet Inc. - Class A
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
+64.8% vs SPY
AAPLApple Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
-143.4% vs SPY
INTUIntuit Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+101.7% vs SPY
JPMJP Morgan Chase & Co.
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
+6.0% vs SPY
USMCPrincipal U.S. Mega-Cap ETF
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
+0.0% vs SPY
SPYSPDR S&P 500
K. Michael Conaway
House · R · TX
Sell·p$50K-100K
-45.7% vs SPY
VIGVanguard Div Appreciation ETF
K. Michael ConawaySP
House · R · TX
Sell$100K-250K
—FT divers Income & growth Fall 15
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-90.2% vs SPY
AEPAmerican Electric Power Company, Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+68.6% vs SPY
AXPSP E62 (Edward Jones) American Express Company
K. Michael Conaway
House · R · TX
Buy$15K-50K
+96.4% vs SPY
WFCWF 69 (Wells Fargo Financial) SPduke Energy Corporation
K. Michael Conaway
House · R · TX
Buy$50K-100K
-42.3% vs SPY
DGROiShares Core dividend growth ETF
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-56.4% vs SPY
JNJJohnson & Johnson
K. Michael Conaway
House · R · TX
Sell$50K-100K
-27.8% vs SPY
PNCSP E62 (Edward Jones) PNC Financial Services group, Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
-27.8% vs SPY
PNCWF 10 (Wells Fargo Financial) PNC Financial Services group, Inc.
K. Michael Conaway
House · R · TX
Buy$50K-100K
+96.4% vs SPY
WFCWF 69 (Wells Fargo Financial) SPdR bloomberg barclays Convertible Securities ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+96.4% vs SPY
WFCWF 10 (Wells Fargo Financial) SPdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
-72.7% vs SPY
XLVWF 69 (Wells Fargo Financial) SPdR Select Sector Fund - Health Care
K. Michael Conaway
House · R · TX
Sell$50K-100K
+96.4% vs SPY
WFCWF 10 (Wells Fargo Financial) U.S. bancorp
K. Michael Conaway
House · R · TX
Sell$15K-50K
-46.1% vs SPY
VWF 10 (Wells Fargo Financial) Visa Inc.
K. Michael ConawaySP
House · R · TX
Buy$1K-15K
—AMERICAN FUNdS THE TAX EXEMPT bONd FUNd OF AMERICA
K. Michael Conaway
House · R · TX
Buy$100K-250K
—"CITIgROUP INC PERPETUAL FIX/FLT bONdS CALLAbLE CPN 6.125% dUE 12/29/49 dTd 11/13/15 FC 05/15/16 CALL1 11/15/20 @ 100.000, CUSIP- 172967Kd2"
K. Michael Conaway
House · R · TX
Buy$50K-100K
-73.1% vs SPY
AMZNWF 95 (Wells Fargo Financial) LOCATION: US dESCRIPTION: "CITIgROUP INC PERPETUAL FIX/FLT bONdS CALLAbLE CPN 6.125% dUE 12/29/49 dTd 11/13/15 FC 05/15/16 CALL1 11/15/20 @ 100.000, CUSIP-172967Kd2" Amazon.com, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+118.7% vs SPY
AAPLSP E62 (Edward Jones) LOCATION: US dESCRIPTION: AMERICAN FUNdS THE TAX EXEMPT bONd FUNd OF AMERICA Apple Inc.
K. Michael Conaway
House · R · TX
Sell$50K-100K
-133.9% vs SPY
HDWF 69 (Wells Fargo Financial) Home depot, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-161.0% vs SPY
PFEWF 69 (Wells Fargo Financial) Pfizer, Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+51.9% vs SPY
RTXWF 69 (Wells Fargo Financial) Raytheon Technologies Corporation
K. Michael ConawaySP
House · R · TX
Buy$1K-15K
+92.8% vs SPY
JPMJPMORgAN FEDERAL MONEY MARKET FUND
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
+72.1% vs SPY
JPMJPMORgAN FEDERAL MONEY MARKET FUND
K. Michael ConawaySP
House · R · TX
Sell$15K-50K
INFRLegg Mason global Infrastructure ETF
K. Michael Conaway
House · R · TX
Sell·p$1K-15K
-96.2% vs SPY
EFGiShares MSCI EAFE growth ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
EFVSP E48 (Edward Jones) SPiShares MSCI EAFE Value ETF
K. Michael Conaway
House · R · TX
Sell·p$1K-15K
-52.6% vs SPY
IWMSP E48 (Edward Jones) SPiShares Russell 2000 ETF
K. Michael ConawaySP
House · R · TX
Sell·p$15K-50K
+60.8% vs SPY
JPMJPMORgAN FEDERAL MONEY MARKET FUND
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
ISDPgIM High Yield bond Fund, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-57.4% vs SPY
PNCSP E48 (Edward Jones) PNC Financial Services group, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-59.1% vs SPY
PNCWF 10 (Wells Fargo Financial) PNC Financial Services group, Inc.
K. Michael Conaway
House · R · TX
Sell$1K-15K
-3.1% vs SPY
TJXWF 69 (Wells Fargo Financial) TJX Companies, Inc.
K. Michael Conaway
House · R · TX
Buy$50K-100K
+45.1% vs SPY
WFCWF 69 (Wells Fargo Financial) U.S. bancorp
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
-108.2% vs SPY
VDCWF 10 (Wells Fargo Financial) Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-11.4% vs SPY
SKYYSP E62 (Edward Jones) First Trust Cloud Computing ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
+49.0% vs SPY
WFCWF 69 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
+49.0% vs SPY
WFCWF 25 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF
K. Michael Conaway
House · R · TX
Buy$1K-15K
+5.2% vs SPY
USMCWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN 4.850% dUE 05/29/49 Principal U.S. Mega-Cap Multi- Factor Index ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+5.2% vs SPY
USMCWF 25 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
K. Michael Conaway
House · R · TX
Buy$1K-15K
+5.2% vs SPY
USMCWF 25 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+5.2% vs SPY
USMCWF 53 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
-58.5% vs SPY
BXThe blackstone group Inc. Class a
K. Michael Conaway
House · R · TX
Buy$15K-50K
+49.0% vs SPY
WFCWF 10 (Wells Fargo Financial) The blackstone group Inc. Class a
K. Michael Conaway
House · R · TX
Buy$50K-100K
-58.2% vs SPY
AMZNamazon.com, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+162.6% vs SPY
AAPLWF 10 (Wells Fargo Financial) apple Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+72.3% vs SPY
WFCWF 10 (Wells Fargo Financial) becton, dickinson and Company
K. Michael Conaway
House · R · TX
Sell$1K-15K
+72.3% vs SPY
WFCWF 69 (Wells Fargo Financial) Carrier global Corporation
K. Michael Conaway
House · R · TX
Buy$15K-50K
-11.7% vs SPY
SKYYWF 25 (Wells Fargo Financial) First Trust Cloud Computing ETF
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-11.7% vs SPY
SKYYFirst Trust Cloud Computing ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-11.7% vs SPY
SKYYWF 31 (Wells Fargo Financial) First Trust Cloud Computing ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-144.8% vs SPY
HDWF 53 (Wells Fargo Financial) Home depot, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+72.3% vs SPY
WFCWF 69 (Wells Fargo Financial) SPiShares Core S&P Total U.S. Stock Market ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+111.2% vs SPY
JPMSP E62 (Edward Jones) JP Morgan Chase & Co.
K. Michael Conaway
House · R · TX
Buy$1K-15K
+111.2% vs SPY
JPMWF 10 (Wells Fargo Financial) JP Morgan Chase & Co.
K. Michael Conaway
House · R · TX
Sell$1K-15K
+72.3% vs SPY
WFCWF 69 (Wells Fargo Financial) otis Worldwide Corporation
K. Michael Conaway
House · R · TX
Buy$50K-100K
+72.3% vs SPY
WFCWF 69 (Wells Fargo Financial) PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN 4.850% dUE 05/29/49
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-55.1% vs SPY
VIGVanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+72.3% vs SPY
WFCWF 31 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-179.2% vs SPY
VZWF 10 (Wells Fargo Financial) Verizon Communications Inc.
K. Michael ConawaySP
House · R · TX
Sell$50K-100K
—UIT FIRST TRUST dIVERSIFIEd INCoME & gRoWTH PoRT SER 2015
K. Michael Conaway
House · R · TX
Buy$15K-50K
+61.5% vs SPY
WFCWF 69 (Wells Fargo Financial) SPdarden Restaurants, Inc.
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-91.4% vs SPY
JNJJohnson & Johnson
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-137.5% vs SPY
PGProcter & gamble Company
K. Michael Conaway
House · R · TX
Sell$50K-100K
+26.9% vs SPY
WFCWF 10 (Wells Fargo Financial) boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20
K. Michael Conaway
House · R · TX
Sell$15K-50K
+26.9% vs SPY
WFCWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 Redemption boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20
K. Michael ConawaySP
House · R · TX
Sell$100K-250K
—UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016-
K. Michael Conaway
House · R · TX
Buy$1K-15K
+24.4% vs SPY
WFCWF 53 (Wells Fargo Financial) SPamerican Capital Income
K. Michael Conaway
House · R · TX
Buy$1K-15K
—SP E62 (Edward Jones) SPamerican Fundamental Investors
K. Michael Conaway
House · R · TX
Buy$1K-15K
—SP E62 (Edward Jones) LoCaTIoN: US dESCRIPTIoN: american Fundamental Investors SPamerican growth Fund
K. Michael Conaway
House · R · TX
Buy$1K-15K
—SP E62 (Edward Jones) LoCaTIoN: US dESCRIPTIoN: american growth Fund SPamerican New Perspective Cl a
K. Michael Conaway
House · R · TX
Buy$1K-15K
—SP E62 (Edward Jones) LoCaTIoN: US dESCRIPTIoN: american New Perspective Cl a SPamerican Tax-exempt bond Fd
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-31.0% vs SPY
CVXChevron Corporation
K. Michael Conaway
House · R · TX
Buy$15K-50K
-144.8% vs SPY
DUKduke Energy Corporation
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
+34.4% vs SPY
EMREmerson Electric Company
K. Michael ConawaySP
House · R · TX
Buy$1K-15K
—Franklin Rising dividend Cl a
K. Michael Conaway
House · R · TX
Buy$15K-50K
-58.4% vs SPY
DGROiShares Core dividend growth ETF
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
+1434.8% vs SPY
MPCMarathon Petroleum Corporation
K. Michael Conaway
House · R · TX
Buy$15K-50K
-59.1% vs SPY
AMZNamazon.com, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-59.1% vs SPY
AMZNWF 10 (Wells Fargo Financial) amazon.com, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+192.2% vs SPY
AAPLSP E62 (Edward Jones) LoCaTIoN: US
K. Michael Conaway
House · R · TX
Buy$50K-100K
+192.2% vs SPY
AAPLWF 53 (Wells Fargo Financial) apple Inc.
K. Michael Conaway
House · R · TX
Buy$50K-100K
+89.0% vs SPY
JPMSP E62 (Edward Jones) JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT CPN 88.875% dUE 12/29/49
K. Michael Conaway
House · R · TX
Buy$50K-100K
+89.0% vs SPY
JPMWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT CPN 88.875% dUE 12/29/49 JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49
K. Michael Conaway
House · R · TX
Buy$50K-100K
+89.0% vs SPY
JPMWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49 JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49
K. Michael Conaway
House · R · TX
Buy$50K-100K
-64.5% vs SPY
VIGLoCaTIoN: US dESCRIPTIoN: UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016- Redemption Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
+5.8% vs SPY
WFCWF 10 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+5.8% vs SPY
WFCWF 69 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+49.8% vs SPY
DRIdarden Restaurants, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-138.4% vs SPY
AEPamerican Electric Power Company, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-65.5% vs SPY
DGROiShares Core dividend growth ETF
K. Michael Conaway
House · R · TX
Buy$1K-15K
-65.5% vs SPY
DGROiShares Core dividend growth ETF
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-139.5% vs SPY
SOSouthern Company
K. Michael Conaway
House · R · TX
Sell$50K-100K
-38.0% vs SPY
WFCWF 95 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 Transfer to WF 10 baNK NoVa SCoTIa 0% EdP bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20
K. Michael Conaway
House · R · TX
Sell$15K-50K
-38.0% vs SPY
WFCWF 95 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX 50 IdX dUE 08/25/2022 CPN 0.000% dUE 08/25/22 dTd 08/31/17 Transfer to WF 10 HSbC USa INC 0% EdP NTS LKd To EURo SToXX 50 INdEX MTY 03/27/20 CPN 0.000% dUE 03/27/20
K. Michael Conaway
House · R · TX
Sell$15K-50K
-34.6% vs SPY
WFCWF 69 (Wells Fargo Financial) american Electric Power Company, Inc.
K. Michael Conaway
House · R · TX
Sell·p$1K-15K
-239.2% vs SPY
DEOdiageo plc
K. Michael Conaway
House · R · TX
Sell$1K-15K
-34.6% vs SPY
WFCWF 69 (Wells Fargo Financial) diageo plc
K. Michael Conaway
House · R · TX
Sell$15K-50K
-34.6% vs SPY
WFCWF 53 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: HSbC USa INC 0% EdP NTS LKd To EURo SToXX 50 INdEX MTY 03/27/20 CPN 0.000% dUE 03/27/20 Redemption Northrop grumman Corporation
K. Michael ConawaySP
House · R · TX
Sell$15K-50K
-199.9% vs SPY
LUVSouthwest airlines Company
K. Michael Conaway
House · R · TX
Sell$15K-50K
-199.9% vs SPY
LUVWF 31 (Wells Fargo Financial) Southwest airlines Company
K. Michael Conaway
House · R · TX
Sell·p$1K-15K
-34.6% vs SPY
WFCWF 25 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
-34.6% vs SPY
WFCWF 53 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
-34.6% vs SPY
WFCWF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 Vanguard FTSE developed Markets ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
-176.4% vs SPY
VPUWF 53 (Wells Fargo Financial) Vanguard Utilities ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
-176.4% vs SPY
VPUWF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 Vanguard Utilities ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
-205.6% vs SPY
DISWF 10 (Wells Fargo Financial) Walt disney Company
K. Michael Conaway
House · R · TX
Sell$50K-100K
-31.7% vs SPY
WFCWF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 goldman Sachs activebeta U.S. Large Cap Equity ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
-31.7% vs SPY
WFCWF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 SPdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Sell$100K-250K
-31.7% vs SPY
WFCWF 69 (Wells Fargo Financial) SPdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Sell$50K-100K
-31.7% vs SPY
WFCWF 10 (Wells Fargo Financial) SPdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
+39.5% vs SPY
TRVWF 25 (Wells Fargo Financial) The Travelers Companies, Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
-31.7% vs SPY
WFCWF 69 (Wells Fargo Financial) Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
-31.7% vs SPY
WFCWF 10 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Sell$50K-100K
-31.7% vs SPY
WFCWF 25 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Sell$50K-100K
-37.5% vs SPY
WFCWF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 First Trust dJ Internet Index Fund
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
-37.5% vs SPY
WFCWF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
-143.0% vs SPY
VPUWF 25 (Wells Fargo Financial) Vanguard Utilities ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 69 (Wells Fargo Financial) baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 Transfer from WF 95 baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baNK NoVa SCoTIa 0% EdP bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 Redemption baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 95 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 Transfer to WF 10 baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 CPN 0.000% dUE 02/28/20
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 CPN 0.000% dUE 02/28/20 Transfer from WF 95 boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 Transfer from WF 95 boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 69 (Wells Fargo Financial) First Trust dJ Internet Index Fund
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 First Trust dJ Internet Index Fund
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 95 (Wells Fargo Financial) dESCRIPTIoN: boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 Transfer to WF 10 First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Exch$100K-250K
+163.3% vs SPY
GSgoldman Sachs activebeta U.S. Large Cap Equity ETF
K. Michael Conaway
House · R · TX
Exch$100K-250K
-65.3% vs SPY
WFCWF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 goldman Sachs activebeta U.S. Large Cap Equity ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX 50 IdX dUE 08/25/2022 CPN 0.000% dUE 08/25/22 dTd 08/31/17
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX 50 IdX dUE 08/25/2022 CPN 0.000% dUE 08/25/22 dTd 08/31/17 Transfer from WF 95 HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX 50 IdX dUE 08/25/2022 CPN 0.000% dUE 08/25/22 dTd 08/31/17
K. Michael Conaway
House · R · TX
Exch$100K-250K
+7.5% vs SPY
USMCWF 69 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
K. Michael Conaway
House · R · TX
Exch$100K-250K
+7.5% vs SPY
USMCWF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 Principal U.S. Mega-Cap Multi- Factor Index ETF
K. Michael Conaway
House · R · TX
Exch$100K-250K
+0.0% vs SPY
SPYWF 53 (Wells Fargo Financial) SPdR S&P 500
K. Michael Conaway
House · R · TX
Exch$100K-250K
+0.0% vs SPY
SPYWF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 SPdR S&P 500
K. Michael Conaway
House · R · TX
Exch$50K-100K
-98.6% vs SPY
SDYdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 SPdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Exch$100K-250K
-65.3% vs SPY
WFCWF 69 (Wells Fargo Financial) Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Exch$100K-250K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-65.3% vs SPY
WFCWF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Exch$15K-50K
-125.8% vs SPY
VPUVanguard Utilities ETF
K. Michael Conaway
House · R · TX
Exch$15K-50K
-125.8% vs SPY
VPUWF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 Vanguard Utilities ETF
K. Michael Conaway
House · R · TX
Sell$50K-100K
—baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020
K. Michael Conaway
House · R · TX
Sell$50K-100K
-62.8% vs SPY
WFCWF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 Redemption baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020
K. Michael Conaway
House · R · TX
Sell$15K-50K
-64.8% vs SPY
WFCWF 53 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
-67.9% vs SPY
WFCWF 10 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
-130.8% vs SPY
VPUWF 25 (Wells Fargo Financial) Vanguard Utilities ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
-57.4% vs SPY
WFCWF 10 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
-57.4% vs SPY
WFCWF 25 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-57.4% vs SPY
WFCWF 25 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
K. Michael Conaway House · R · TX | First Trust DJ Internet Index Fund | Buy | $15K-50K | 2020-12-10 | 2021-03-25 | 105d | -70.6% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) goldman Sachs Activebeta U.S. Large Cap Equity ETF | Buy | $15K-50K | 2020-12-10 | 2021-03-25 | 105d | +62.9% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Vanguard Div Appreciation ETF | Buy | $50K-100K | 2020-12-10 | 2021-03-25 | 105d | +62.9% | ||
K. Michael Conaway House · R · TX | — | JT E57 (Edward Jones) LOCATION: US DESCRIPTION: American Mutual Fund American New Economy Fund | Buy | $50K-100K | 2020-12-21 | 2021-01-22 | 32d | — | |
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Investment Company of America | Buy | $50K-100K | 2020-12-18 | 2021-01-22 | 35d | +68.8% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Washington Mutual Inv FD | Buy | $50K-100K | 2020-12-18 | 2021-01-22 | 35d | +68.8% | ||
K. Michael Conaway House · R · TX | — | AMCAP Fund | Buy | $50K-100K | 2020-12-17 | 2021-01-22 | 36d | — | |
K. Michael Conaway House · R · TX | — | JT E57 (Edward Jones) LOCATION: US DESCRIPTION: AMCAP Fund American balanced Fund | Buy | $50K-100K | 2020-12-17 | 2021-01-22 | 36d | — | |
K. Michael Conaway House · R · TX | — | JT E57 (Edward Jones) LOCATION: US DESCRIPTION: American balanced Fund American Mutual Fund | Buy | $50K-100K | 2020-12-17 | 2021-01-22 | 36d | — | |
K. Michael Conaway House · R · TX | — | JT E57 (Edward Jones) LOCATION: US DESCRIPTION: American New Economy Fund American Small Cap World FundP12/21/202012/24/2020$15,001 - gfedc | Buy | $50K-100K | 2020-12-17 | 2021-01-22 | 36d | — | |
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) LOCATION: US DESCRIPTION: Investment Company of America iShares Core Dividend growth ETF | Buy | $50K-100K | 2020-12-17 | 2021-01-22 | 36d | -36.1% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Fundamental Investors CL A | Buy | $50K-100K | 2020-12-16 | 2021-01-22 | 37d | +63.4% | ||
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) LOCATION: US DESCRIPTION: Capital World growth & Income Fund First Trust DJ Internet Index Fund | Buy | $15K-50K | 2020-12-10 | 2021-01-22 | 43d | -70.6% | ||
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) LOCATION: US DESCRIPTION: Fundamental Investors CL A goldman Sachs Activebeta U.S. Large Cap Equity ETF | Buy | $15K-50K | 2020-12-10 | 2021-01-22 | 43d | +159.4% | ||
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) Vanguard Div Appreciation ETF | Buy | $50K-100K | 2020-12-10 | 2021-01-22 | 43d | -39.9% | ||
K. Michael Conaway House · R · TX | American Airlines group, Inc. | Buy | $15K-50K | 2020-11-30 | 2020-12-15 | 15d | -121.0% | ||
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) Darden Restaurants, Inc. | Buy | $15K-50K | 2020-11-30 | 2020-12-15 | 15d | -27.0% | ||
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) iShares Core Dividend growth ETF | Buy | $15K-50K | 2020-11-30 | 2020-12-15 | 15d | -39.1% | ||
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) Southwest Airlines Company | Buy | $15K-50K | 2020-11-30 | 2020-12-15 | 15d | -120.9% | ||
K. Michael ConawaySP House · R · TX | — | UIT First Trust Diversified W115 | Sell | $1K-15K | 2020-11-10 | 2020-12-15 | 35d | — | |
K. Michael Conaway House · R · TX | Apple Inc. | Buy | $15K-50K | 2020-10-16 | 2020-12-04 | 49d | +58.8% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Apple Inc. | Buy | $15K-50K | 2020-10-16 | 2020-12-04 | 49d | +58.8% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Chevron Corporation | Sell | $15K-50K | 2020-10-16 | 2020-12-04 | 49d | +62.0% | ||
K. Michael Conaway House · R · TX | Wells Fargo > WF48 dESCRIPTION: Merger with NbL First Trust Cloud Computing ETFP10/16/202010/20/2020$15,001 - gfedc | Buy | $50K-100K | 2020-10-16 | 2020-12-04 | 49d | -21.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Johnson & Johnson | Buy | $15K-50K | 2020-10-16 | 2020-12-04 | 49d | -48.7% | ||
K. Michael Conaway House · R · TX | Wells Fargo > WF48 dESCRIPTION: Merger with CVX The blackstone group Inc. Class A | Sell | $15K-50K | 2020-10-16 | 2020-12-04 | 49d | +130.3% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Vanguard Consumer Staples ETF | Sell | $15K-50K | 2020-10-16 | 2020-12-04 | 49d | +130.3% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) dESCRIPTION: CVX result of merger with NbL Chevron Corporation | Exch | $15K-50K | 2020-10-06 | 2020-12-04 | 59d | +56.1% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) dESCRIPTION: Merger with NbL Chevron Corporation | Exch | $1K-15K | 2020-10-06 | 2020-12-04 | 59d | +56.1% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Noble Energy Inc. | Exch | $1K-15K | 2020-10-06 | 2020-12-04 | 59d | +102.9% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) dESCRIPTION: Merger with CVX Noble Energy Inc. | Exch | $15K-50K | 2020-10-06 | 2020-12-04 | 59d | +102.9% | ||
K. Michael Conaway House · R · TX | Abbott Laboratories | Buy | $50K-100K | 2020-09-28 | 2020-10-05 | 7d | -136.9% | ||
K. Michael Conaway House · R · TX | Abbott Laboratories | Buy | $15K-50K | 2020-09-28 | 2020-10-05 | 7d | -136.9% | ||
K. Michael Conaway House · R · TX | JPMORGAN CHASE & CO FIX/FLT JR SBRDNTD PERP MAT CLLB NRA TAXABLE CPN 4.051% DUE 12/29/49 JPMORGAN CHASE & CO FIX/FLT JR SBRDNTD PERP MAT CLLB NRA TAXABLE CPN 4.051% DUE 12/29/49 | Buy | $15K-50K | 2020-09-28 | 2020-10-05 | 7d | +115.4% | ||
K. Michael Conaway House · R · TX | — | BANK NOVA SCOTIA 0% 1Y: LKD EURO STOXX 50 INDEX DUE 09/24/2020 CPN 0.000% DUE 09/24/20 BANK NOVA SCOTIA 0% 1Y: LKD EURO STOXX 50 INDEX DUE 09/24/2020 CPN 0.000% DUE 09/24/20 Redemption | Sell | $15K-50K | 2020-09-24 | 2020-10-05 | 11d | — | |
K. Michael Conaway House · R · TX | — | FIFTH THIRD BANCORP FIX TO FLT JR SBRDNTD CALLABLE PERPTL CPN 5.100% DUE 12/31/49 FIFTH THIRD BANCORP FIX TO FLT JR SBRDNTD CALLABLE PERPTL CPN 5.100% DUE 12/31/49 | Buy | $15K-50K | 2020-09-21 | 2020-10-05 | 14d | — | |
K. Michael Conaway House · R · TX | First Trust NASDAQ Cybersecurity ETF | Buy | $15K-50K | 2020-09-21 | 2020-10-05 | 14d | +68.6% | ||
K. Michael Conaway House · R · TX | Principal U.S. Mega-Cap ETF | Buy | $1K-15K | 2020-09-21 | 2020-10-05 | 14d | +5.1% | ||
K. Michael Conaway House · R · TX | Vanguard Consumer Staples ETF | Sell | $50K-100K | 2020-09-21 | 2020-10-05 | 14d | -99.3% | ||
K. Michael Conaway House · R · TX | Vanguard Consumer Staples ETF | Sell | $15K-50K | 2020-09-21 | 2020-10-05 | 14d | -99.3% | ||
K. Michael Conaway House · R · TX | JP Morgan Chase & Co. | Sell | $15K-50K | 2020-09-09 | 2020-10-05 | 26d | +103.0% | ||
K. Michael Conaway House · R · TX | Alphabet Inc. - Class A | Buy | $15K-50K | 2020-09-08 | 2020-10-05 | 27d | +219.9% | ||
K. Michael Conaway House · R · TX | Apple Inc. | Sell·p | $15K-50K | 2020-09-08 | 2020-10-05 | 27d | +64.8% | ||
K. Michael Conaway House · R · TX | Intuit Inc. | Sell | $15K-50K | 2020-09-08 | 2020-10-05 | 27d | -143.4% | ||
K. Michael Conaway House · R · TX | JP Morgan Chase & Co. | Sell | $15K-50K | 2020-09-08 | 2020-10-05 | 27d | +101.7% | ||
K. Michael Conaway House · R · TX | Principal U.S. Mega-Cap ETF | Sell·p | $15K-50K | 2020-09-08 | 2020-10-05 | 27d | +6.0% | ||
K. Michael Conaway House · R · TX | SPDR S&P 500 | Sell·p | $15K-50K | 2020-09-08 | 2020-10-05 | 27d | +0.0% | ||
K. Michael Conaway House · R · TX | Vanguard Div Appreciation ETF | Sell·p | $50K-100K | 2020-09-08 | 2020-10-05 | 27d | -45.7% | ||
K. Michael ConawaySP House · R · TX | — | FT divers Income & growth Fall 15 | Sell | $100K-250K | 2020-08-11 | 2020-09-08 | 28d | — | |
K. Michael ConawaySP House · R · TX | American Electric Power Company, Inc. | Buy | $15K-50K | 2020-08-10 | 2020-09-08 | 29d | -90.2% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) American Express Company | Sell | $15K-50K | 2020-08-10 | 2020-09-08 | 29d | +68.6% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) SPduke Energy Corporation | Buy | $15K-50K | 2020-08-10 | 2020-09-08 | 29d | +96.4% | ||
K. Michael Conaway House · R · TX | iShares Core dividend growth ETF | Buy | $50K-100K | 2020-08-10 | 2020-09-08 | 29d | -42.3% | ||
K. Michael ConawaySP House · R · TX | Johnson & Johnson | Buy | $15K-50K | 2020-08-10 | 2020-09-08 | 29d | -56.4% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) PNC Financial Services group, Inc. | Sell | $50K-100K | 2020-08-10 | 2020-09-08 | 29d | -27.8% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) PNC Financial Services group, Inc. | Sell | $15K-50K | 2020-08-10 | 2020-09-08 | 29d | -27.8% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) SPdR bloomberg barclays Convertible Securities ETF | Buy | $50K-100K | 2020-08-10 | 2020-09-08 | 29d | +96.4% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) SPdR S&P dividend ETF | Buy | $15K-50K | 2020-08-10 | 2020-09-08 | 29d | +96.4% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) SPdR Select Sector Fund - Health Care | Buy | $50K-100K | 2020-08-10 | 2020-09-08 | 29d | -72.7% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) U.S. bancorp | Sell | $50K-100K | 2020-08-10 | 2020-09-08 | 29d | +96.4% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Visa Inc. | Sell | $15K-50K | 2020-08-10 | 2020-09-08 | 29d | -46.1% | ||
K. Michael ConawaySP House · R · TX | — | AMERICAN FUNdS THE TAX EXEMPT bONd FUNd OF AMERICA | Buy | $1K-15K | 2020-07-20 | 2020-09-04 | 46d | — | |
K. Michael Conaway House · R · TX | — | "CITIgROUP INC PERPETUAL FIX/FLT bONdS CALLAbLE CPN 6.125% dUE 12/29/49 dTd 11/13/15 FC 05/15/16 CALL1 11/15/20 @ 100.000, CUSIP- 172967Kd2" | Buy | $100K-250K | 2020-07-01 | 2020-09-04 | 65d | — | |
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) LOCATION: US dESCRIPTION: "CITIgROUP INC PERPETUAL FIX/FLT bONdS CALLAbLE CPN 6.125% dUE 12/29/49 dTd 11/13/15 FC 05/15/16 CALL1 11/15/20 @ 100.000, CUSIP-172967Kd2" Amazon.com, Inc. | Buy | $50K-100K | 2020-07-01 | 2020-09-04 | 65d | -73.1% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) LOCATION: US dESCRIPTION: AMERICAN FUNdS THE TAX EXEMPT bONd FUNd OF AMERICA Apple Inc. | Buy | $15K-50K | 2020-07-01 | 2020-09-04 | 65d | +118.7% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Home depot, Inc. | Sell | $50K-100K | 2020-07-01 | 2020-09-04 | 65d | -133.9% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Pfizer, Inc. | Buy | $15K-50K | 2020-07-01 | 2020-09-04 | 65d | -161.0% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Raytheon Technologies Corporation | Sell | $15K-50K | 2020-07-01 | 2020-09-04 | 65d | +51.9% | ||
K. Michael ConawaySP House · R · TX | JPMORgAN FEDERAL MONEY MARKET FUND | Buy | $1K-15K | 2020-06-23 | 2020-07-10 | 17d | +92.8% | ||
K. Michael ConawaySP House · R · TX | JPMORgAN FEDERAL MONEY MARKET FUND | Buy | $15K-50K | 2020-06-10 | 2020-07-10 | 30d | +72.1% | ||
K. Michael ConawaySP House · R · TX | Legg Mason global Infrastructure ETF | Sell | $15K-50K | 2020-06-10 | 2020-07-10 | 30d | — | ||
K. Michael Conaway House · R · TX | iShares MSCI EAFE growth ETF | Sell·p | $1K-15K | 2020-06-09 | 2020-07-10 | 31d | -96.2% | ||
K. Michael Conaway House · R · TX | SP E48 (Edward Jones) SPiShares MSCI EAFE Value ETF | Buy | $15K-50K | 2020-06-09 | 2020-07-10 | 31d | — | ||
K. Michael Conaway House · R · TX | SP E48 (Edward Jones) SPiShares Russell 2000 ETF | Sell·p | $1K-15K | 2020-06-09 | 2020-07-10 | 31d | -52.6% | ||
K. Michael ConawaySP House · R · TX | JPMORgAN FEDERAL MONEY MARKET FUND | Sell·p | $15K-50K | 2020-06-09 | 2020-07-10 | 31d | +60.8% | ||
K. Michael ConawaySP House · R · TX | PgIM High Yield bond Fund, Inc. | Buy | $15K-50K | 2020-06-09 | 2020-07-10 | 31d | — | ||
K. Michael ConawaySP House · R · TX | Vanguard Large-Cap ETF | Buy | $1K-15K | 2020-06-09 | 2020-07-10 | 31d | — | ||
K. Michael Conaway House · R · TX | SP E48 (Edward Jones) PNC Financial Services group, Inc. | Buy | $15K-50K | 2020-06-02 | 2020-07-10 | 38d | -57.4% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) PNC Financial Services group, Inc. | Buy | $15K-50K | 2020-06-01 | 2020-07-10 | 39d | -59.1% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) TJX Companies, Inc. | Sell | $1K-15K | 2020-06-01 | 2020-07-10 | 39d | -3.1% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) U.S. bancorp | Buy | $50K-100K | 2020-06-01 | 2020-07-10 | 39d | +45.1% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Vanguard Consumer Staples ETF | Sell·p | $15K-50K | 2020-06-01 | 2020-07-10 | 39d | -108.2% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) First Trust Cloud Computing ETF | Buy | $15K-50K | 2020-05-26 | 2020-06-09 | 14d | -11.4% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF | Sell | $15K-50K | 2020-05-26 | 2020-06-09 | 14d | +49.0% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF | Sell | $15K-50K | 2020-05-26 | 2020-06-09 | 14d | +49.0% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN 4.850% dUE 05/29/49 Principal U.S. Mega-Cap Multi- Factor Index ETF | Buy | $1K-15K | 2020-05-26 | 2020-06-09 | 14d | +5.2% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF | Buy | $15K-50K | 2020-05-26 | 2020-06-09 | 14d | +5.2% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF | Buy | $1K-15K | 2020-05-26 | 2020-06-09 | 14d | +5.2% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF | Buy | $15K-50K | 2020-05-26 | 2020-06-09 | 14d | +5.2% | ||
K. Michael Conaway House · R · TX | The blackstone group Inc. Class a | Buy | $50K-100K | 2020-05-26 | 2020-06-09 | 14d | -58.5% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) The blackstone group Inc. Class a | Buy | $15K-50K | 2020-05-26 | 2020-06-09 | 14d | +49.0% | ||
K. Michael Conaway House · R · TX | amazon.com, Inc. | Buy | $50K-100K | 2020-05-19 | 2020-06-09 | 21d | -58.2% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) apple Inc. | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | +162.6% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) becton, dickinson and Company | Sell | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | +72.3% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Carrier global Corporation | Sell | $1K-15K | 2020-05-19 | 2020-06-09 | 21d | +72.3% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) First Trust Cloud Computing ETF | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | -11.7% | ||
K. Michael ConawaySP House · R · TX | First Trust Cloud Computing ETF | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | -11.7% | ||
K. Michael Conaway House · R · TX | WF 31 (Wells Fargo Financial) First Trust Cloud Computing ETF | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | -11.7% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) Home depot, Inc. | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | -144.8% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) SPiShares Core S&P Total U.S. Stock Market ETF | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | +72.3% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) JP Morgan Chase & Co. | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | +111.2% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) JP Morgan Chase & Co. | Buy | $1K-15K | 2020-05-19 | 2020-06-09 | 21d | +111.2% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) otis Worldwide Corporation | Sell | $1K-15K | 2020-05-19 | 2020-06-09 | 21d | +72.3% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN 4.850% dUE 05/29/49 | Buy | $50K-100K | 2020-05-19 | 2020-06-09 | 21d | +72.3% | ||
K. Michael ConawaySP House · R · TX | Vanguard div appreciation ETF | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | -55.1% | ||
K. Michael Conaway House · R · TX | WF 31 (Wells Fargo Financial) Vanguard div appreciation ETF | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | +72.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Verizon Communications Inc. | Buy | $15K-50K | 2020-05-19 | 2020-06-09 | 21d | -179.2% | ||
K. Michael ConawaySP House · R · TX | — | UIT FIRST TRUST dIVERSIFIEd INCoME & gRoWTH PoRT SER 2015 | Sell | $50K-100K | 2020-05-12 | 2020-06-09 | 28d | — | |
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) SPdarden Restaurants, Inc. | Buy | $15K-50K | 2020-05-11 | 2020-06-09 | 29d | +61.5% | ||
K. Michael ConawaySP House · R · TX | Johnson & Johnson | Buy | $15K-50K | 2020-05-11 | 2020-06-09 | 29d | -91.4% | ||
K. Michael ConawaySP House · R · TX | Procter & gamble Company | Buy | $15K-50K | 2020-05-11 | 2020-06-09 | 29d | -137.5% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 | Sell | $50K-100K | 2020-04-24 | 2020-05-04 | 10d | +26.9% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 Redemption boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 | Sell | $15K-50K | 2020-04-24 | 2020-05-04 | 10d | +26.9% | ||
K. Michael ConawaySP House · R · TX | — | UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016- | Sell | $100K-250K | 2020-04-23 | 2020-05-04 | 11d | — | |
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) SPamerican Capital Income | Buy | $1K-15K | 2020-04-22 | 2020-05-04 | 12d | +24.4% | ||
K. Michael Conaway House · R · TX | — | SP E62 (Edward Jones) SPamerican Fundamental Investors | Buy | $1K-15K | 2020-04-22 | 2020-05-04 | 12d | — | |
K. Michael Conaway House · R · TX | — | SP E62 (Edward Jones) LoCaTIoN: US dESCRIPTIoN: american Fundamental Investors SPamerican growth Fund | Buy | $1K-15K | 2020-04-22 | 2020-05-04 | 12d | — | |
K. Michael Conaway House · R · TX | — | SP E62 (Edward Jones) LoCaTIoN: US dESCRIPTIoN: american growth Fund SPamerican New Perspective Cl a | Buy | $1K-15K | 2020-04-22 | 2020-05-04 | 12d | — | |
K. Michael Conaway House · R · TX | — | SP E62 (Edward Jones) LoCaTIoN: US dESCRIPTIoN: american New Perspective Cl a SPamerican Tax-exempt bond Fd | Buy | $1K-15K | 2020-04-22 | 2020-05-04 | 12d | — | |
K. Michael ConawaySP House · R · TX | Chevron Corporation | Buy | $15K-50K | 2020-04-22 | 2020-05-04 | 12d | -31.0% | ||
K. Michael Conaway House · R · TX | duke Energy Corporation | Buy | $15K-50K | 2020-04-22 | 2020-05-04 | 12d | -144.8% | ||
K. Michael ConawaySP House · R · TX | Emerson Electric Company | Buy | $15K-50K | 2020-04-22 | 2020-05-04 | 12d | +34.4% | ||
K. Michael ConawaySP House · R · TX | — | Franklin Rising dividend Cl a | Buy | $1K-15K | 2020-04-22 | 2020-05-04 | 12d | — | |
K. Michael Conaway House · R · TX | iShares Core dividend growth ETF | Buy | $15K-50K | 2020-04-22 | 2020-05-04 | 12d | -58.4% | ||
K. Michael ConawaySP House · R · TX | Marathon Petroleum Corporation | Buy | $15K-50K | 2020-04-22 | 2020-05-04 | 12d | +1434.8% | ||
K. Michael Conaway House · R · TX | amazon.com, Inc. | Buy | $15K-50K | 2020-04-15 | 2020-05-04 | 19d | -59.1% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) amazon.com, Inc. | Buy | $15K-50K | 2020-04-15 | 2020-05-04 | 19d | -59.1% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) LoCaTIoN: US | Buy | $15K-50K | 2020-04-15 | 2020-05-04 | 19d | +192.2% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) apple Inc. | Buy | $50K-100K | 2020-04-15 | 2020-05-04 | 19d | +192.2% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT CPN 88.875% dUE 12/29/49 | Buy | $50K-100K | 2020-04-15 | 2020-05-04 | 19d | +89.0% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT CPN 88.875% dUE 12/29/49 JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49 | Buy | $50K-100K | 2020-04-15 | 2020-05-04 | 19d | +89.0% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49 JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49 | Buy | $50K-100K | 2020-04-15 | 2020-05-04 | 19d | +89.0% | ||
K. Michael Conaway House · R · TX | LoCaTIoN: US dESCRIPTIoN: UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016- Redemption Vanguard div appreciation ETF | Buy | $50K-100K | 2020-04-15 | 2020-05-04 | 19d | -64.5% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Vanguard div appreciation ETF | Buy | $50K-100K | 2020-04-15 | 2020-05-04 | 19d | +5.8% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Vanguard div appreciation ETF | Buy | $15K-50K | 2020-04-15 | 2020-05-04 | 19d | +5.8% | ||
K. Michael Conaway House · R · TX | darden Restaurants, Inc. | Buy | $15K-50K | 2020-04-13 | 2020-05-04 | 21d | +49.8% | ||
K. Michael Conaway House · R · TX | american Electric Power Company, Inc. | Buy | $15K-50K | 2020-04-06 | 2020-05-04 | 28d | -138.4% | ||
K. Michael Conaway House · R · TX | iShares Core dividend growth ETF | Buy | $15K-50K | 2020-04-06 | 2020-05-04 | 28d | -65.5% | ||
K. Michael Conaway House · R · TX | iShares Core dividend growth ETF | Buy | $1K-15K | 2020-04-06 | 2020-05-04 | 28d | -65.5% | ||
K. Michael ConawaySP House · R · TX | Southern Company | Buy | $15K-50K | 2020-04-06 | 2020-05-04 | 28d | -139.5% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 Transfer to WF 10 baNK NoVa SCoTIa 0% EdP bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 | Sell | $50K-100K | 2020-03-27 | 2020-04-06 | 10d | -38.0% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX 50 IdX dUE 08/25/2022 CPN 0.000% dUE 08/25/22 dTd 08/31/17 Transfer to WF 10 HSbC USa INC 0% EdP NTS LKd To EURo SToXX 50 INdEX MTY 03/27/20 CPN 0.000% dUE 03/27/20 | Sell | $15K-50K | 2020-03-27 | 2020-04-06 | 10d | -38.0% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) american Electric Power Company, Inc. | Sell | $15K-50K | 2020-03-18 | 2020-04-06 | 19d | -34.6% | ||
K. Michael Conaway House · R · TX | diageo plc | Sell·p | $1K-15K | 2020-03-18 | 2020-04-06 | 19d | -239.2% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) diageo plc | Sell | $1K-15K | 2020-03-18 | 2020-04-06 | 19d | -34.6% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: HSbC USa INC 0% EdP NTS LKd To EURo SToXX 50 INdEX MTY 03/27/20 CPN 0.000% dUE 03/27/20 Redemption Northrop grumman Corporation | Sell | $15K-50K | 2020-03-18 | 2020-04-06 | 19d | -34.6% | ||
K. Michael ConawaySP House · R · TX | Southwest airlines Company | Sell | $15K-50K | 2020-03-18 | 2020-04-06 | 19d | -199.9% | ||
K. Michael Conaway House · R · TX | WF 31 (Wells Fargo Financial) Southwest airlines Company | Sell | $15K-50K | 2020-03-18 | 2020-04-06 | 19d | -199.9% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF | Sell·p | $1K-15K | 2020-03-18 | 2020-04-06 | 19d | -34.6% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF | Sell | $1K-15K | 2020-03-18 | 2020-04-06 | 19d | -34.6% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 Vanguard FTSE developed Markets ETF | Sell | $1K-15K | 2020-03-18 | 2020-04-06 | 19d | -34.6% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) Vanguard Utilities ETF | Sell | $15K-50K | 2020-03-18 | 2020-04-06 | 19d | -176.4% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 Vanguard Utilities ETF | Sell | $15K-50K | 2020-03-18 | 2020-04-06 | 19d | -176.4% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Walt disney Company | Sell | $1K-15K | 2020-03-18 | 2020-04-06 | 19d | -205.6% | ||
K. Michael Conaway House · R · TX | 3M Company | Sell | $1K-15K | 2020-03-11 | 2020-04-06 | 26d | -149.0% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 goldman Sachs activebeta U.S. Large Cap Equity ETF | Sell | $50K-100K | 2020-03-11 | 2020-04-06 | 26d | -31.7% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 SPdR S&P dividend ETF | Sell | $15K-50K | 2020-03-11 | 2020-04-06 | 26d | -31.7% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) SPdR S&P dividend ETF | Sell | $100K-250K | 2020-03-11 | 2020-04-06 | 26d | -31.7% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) SPdR S&P dividend ETF | Sell | $50K-100K | 2020-03-11 | 2020-04-06 | 26d | -31.7% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) The Travelers Companies, Inc. | Sell | $1K-15K | 2020-03-11 | 2020-04-06 | 26d | +39.5% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Vanguard Consumer Staples ETF | Sell | $15K-50K | 2020-03-11 | 2020-04-06 | 26d | -31.7% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Vanguard div appreciation ETF | Sell | $15K-50K | 2020-03-11 | 2020-04-06 | 26d | -31.7% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Vanguard div appreciation ETF | Sell | $50K-100K | 2020-03-11 | 2020-04-06 | 26d | -31.7% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 First Trust dJ Internet Index Fund | Sell | $50K-100K | 2020-03-10 | 2020-04-06 | 27d | -37.5% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 Vanguard Consumer Staples ETF | Sell·p | $15K-50K | 2020-03-10 | 2020-04-06 | 27d | -37.5% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Vanguard Utilities ETF | Sell | $15K-50K | 2020-03-10 | 2020-04-06 | 27d | -143.0% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 Transfer from WF 95 baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baNK NoVa SCoTIa 0% EdP bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 Redemption baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 Transfer to WF 10 baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 CPN 0.000% dUE 02/28/20 | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 CPN 0.000% dUE 02/28/20 Transfer from WF 95 boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 Transfer from WF 95 boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) First Trust dJ Internet Index Fund | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 First Trust dJ Internet Index Fund | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) First Trust Morningstar ETF | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) dESCRIPTIoN: boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 Transfer to WF 10 First Trust Morningstar ETF | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | goldman Sachs activebeta U.S. Large Cap Equity ETF | Exch | $100K-250K | 2020-02-24 | 2020-04-06 | 42d | +163.3% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 goldman Sachs activebeta U.S. Large Cap Equity ETF | Exch | $100K-250K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX 50 IdX dUE 08/25/2022 CPN 0.000% dUE 08/25/22 dTd 08/31/17 | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX 50 IdX dUE 08/25/2022 CPN 0.000% dUE 08/25/22 dTd 08/31/17 Transfer from WF 95 HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX 50 IdX dUE 08/25/2022 CPN 0.000% dUE 08/25/22 dTd 08/31/17 | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF | Exch | $100K-250K | 2020-02-24 | 2020-04-06 | 42d | +7.5% | ||
K. Michael Conaway House · R · TX | WF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 Principal U.S. Mega-Cap Multi- Factor Index ETF | Exch | $100K-250K | 2020-02-24 | 2020-04-06 | 42d | +7.5% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) SPdR S&P 500 | Exch | $100K-250K | 2020-02-24 | 2020-04-06 | 42d | +0.0% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 SPdR S&P 500 | Exch | $100K-250K | 2020-02-24 | 2020-04-06 | 42d | +0.0% | ||
K. Michael Conaway House · R · TX | dR S&P dividend ETF | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -98.6% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 SPdR S&P dividend ETF | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Vanguard Consumer Staples ETF | Exch | $100K-250K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 Vanguard Consumer Staples ETF | Exch | $100K-250K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Vanguard div appreciation ETF | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 Vanguard div appreciation ETF | Exch | $50K-100K | 2020-02-24 | 2020-04-06 | 42d | -65.3% | ||
K. Michael Conaway House · R · TX | Vanguard Utilities ETF | Exch | $15K-50K | 2020-02-24 | 2020-04-06 | 42d | -125.8% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) dESCRIPTIoN: Transfer from WF 95 Vanguard Utilities ETF | Exch | $15K-50K | 2020-02-24 | 2020-04-06 | 42d | -125.8% | ||
K. Michael Conaway House · R · TX | — | baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 | Sell | $50K-100K | 2020-02-28 | 2020-03-10 | 11d | — | |
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) LoCaTIoN: US dESCRIPTIoN: baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 Redemption baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 | Sell | $50K-100K | 2020-02-28 | 2020-03-10 | 11d | -62.8% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) First Trust Morningstar ETF | Sell | $15K-50K | 2020-02-26 | 2020-03-10 | 13d | -64.8% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) First Trust Morningstar ETF | Sell·p | $15K-50K | 2020-02-25 | 2020-03-10 | 14d | -67.9% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Vanguard Utilities ETF | Buy | $50K-100K | 2020-02-25 | 2020-03-10 | 14d | -130.8% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) First Trust Morningstar ETF | Sell | $1K-15K | 2020-02-18 | 2020-03-10 | 21d | -57.4% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) First Trust Morningstar ETF | Sell·p | $15K-50K | 2020-02-18 | 2020-03-10 | 21d | -57.4% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF | Buy | $15K-50K | 2020-02-18 | 2020-03-10 | 21d | -57.4% |
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