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
- #42 of 143 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
- $22.6M
- from $8.3M cost
- Estimated gain
- +$14.3M
- Up 172%
- Versus the S&P 500
- +$265K
- SPY would hold $22.3M
- 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 | $4.0M | +147% | 18% |
| 2 | AAPLApple Inc. | 2014-03-14 | $417K | $3.1M | +637% | 14% |
| 3 | JPMJP Morgan Chase & Co. | 2016-09-12 | $467K | $1.7M | +259% | 7% |
| 4 | AMZNAmazon.com, Inc. | 2014-06-17 | $280K | $1.0M | +261% | 4% |
| 5 | MSFTMicrosoft Corporation | 2014-06-24 | $81K | $742K | +821% | 3% |
| 6 | DGROiShares Core dividend growth ETF | 2020-04-06 | $256K | $512K | +101% | 2% |
| 7 | GSGOLDMAN SACHS CAPITAL II - VAR% PERPETUAL | 2016-06-10 | $98K | $492K | +405% | 2% |
| 8 | MPCMarathon Petroleum Corporation | 2020-04-22 | $33K | $491K | +1410% | 2% |
| 9 | USMCWF 95 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF | 2019-07-24 | $203K | $487K | +140% | 2% |
| 10 | SPYdR S&P 500 | 2018-02-13 | $187K | $479K | +157% | 2% |
| 11 | GOOGLAlphabet Inc. - Class A | 2014-08-27 | $81K | $436K | +438% | 2% |
| 12 | VIGVanguard Div Appreciation ETF | 2019-12-03 | $215K | $433K | +101% | 2% |
| 13 | SKYYFirst Trust Cloud Computing ETF | 2020-05-19 | $205K | $414K | +102% | 2% |
| 14 | PEPPepsico, Inc. | 2014-01-10 | $274K | $382K | +39% | 2% |
| 15 | VPUWF 95 (Wells Fargo Financial) Vanguard Utilities ETF | 2018-04-11 | $288K | $365K | +27% | 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 | 10.5y | $50K-100K | +1264% | +1013% | |
| 2 | MPC | Marathon Petroleum Corporation | 2020-04-22 | 6.5y | $15K-50K | +1410% | +1246% | |
| 3 | PEP | Pepsico, Inc. | 2015-02-19 | 11.7y | $100K-250K | +43% | -207% | |
| 4 | AAPL | Apple Inc. | 2017-06-27 | 9.4y | $15K-50K | +853% | +648% | |
| 5 | MSFT | Microsoft Corporation | 2016-09-12 | 10.2y | $15K-50K | +830% | +590% | |
| 6 | TSLA | Tesla Motors, Inc. | 2015-02-11 | 11.7y | $1K-15K | +2425% | +2170% | |
| 7 | AAPL | Apple Inc. | 2020-04-15 | 6.6y | $50K-100K | +381% | +217% | |
| 8 | WFC | dR S&P dividend ETF | 2017-01-19 | 9.8y | $50K-100K | +54% | -172% |
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 | +637% | +182% |
| 2 | PEP | 5 | 5/0 | 0 of 5 | +39% | +228% |
| 3 | MSFT | 9 | 7/2 | 7 of 7 | +821% | +232% |
| 4 | JPM | 28 | 21/7 | 21 of 21 | +259% | +162% |
| 5 | MPC | 1 | 1/0 | 1 of 1 | +1410% | +163% |
| 6 | VPU | 15 | 7/6 | 0 of 7 | +27% | +136% |
| 7 | AMZN | 11 | 9/2 | 5 of 9 | +261% | +166% |
| 8 | GOOGL | 6 | 4/2 | 4 of 4 | +438% | +163% |
| 9 | GS | 6 | 3/2 | 3 of 3 | +405% | +201% |
| 10 | PM | 7 | 5/2 | 0 of 5 | +85% | +208% |
| 11 | TSLA | 2 | 1/1 | 1 of 1 | +2425% | +255% |
| 12 | T | 6 | 3/3 | 0 of 3 | -11% | +217% |
| 13 | VDC | 7 | 4/3 | 0 of 4 | +61% | +144% |
| 14 | ABT | 4 | 3/1 | 0 of 3 | +42% | +148% |
| 15 | PFE | 5 | 3/2 | 0 of 3 | -11% | +190% |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Dec 2020 | 15 | 0 |
| Nov 2020 | 4 | 1 |
| Oct 2020 | 4 | 3 |
| Sep 2020 | 7 | 10 |
| Aug 2020 | 7 | 6 |
| Jul 2020 | 5 | 2 |
| Jun 2020 | 8 | 6 |
| May 2020 | 23 | 6 |
| Apr 2020 | 26 | 3 |
| Mar 2020 | 0 | 26 |
| Feb 2020 | 14 | 7 |
| Jan 2020 | 2 | 2 |
| Dec 2019 | 8 | 7 |
| Nov 2019 | 4 | 2 |
| Oct 2019 | 9 | 11 |
| Sep 2019 | 2 | 4 |
| Aug 2019 | 7 | 6 |
| Jul 2019 | 9 | 4 |
| Jun 2019 | 1 | 1 |
| Apr 2019 | 6 | 12 |
| Mar 2019 | 6 | 1 |
| Feb 2019 | 2 | 2 |
| Jan 2019 | 5 | 0 |
| Dec 2018 | 11 | 7 |
| Nov 2018 | 15 | 0 |
| Oct 2018 | 7 | 0 |
| Sep 2018 | 3 | 2 |
| Aug 2018 | 3 | 5 |
| Jul 2018 | 3 | 2 |
| Jun 2018 | 4 | 2 |
| May 2018 | 6 | 0 |
| Apr 2018 | 6 | 5 |
| Mar 2018 | 4 | 5 |
| Feb 2018 | 14 | 8 |
| Jan 2018 | 15 | 12 |
| Dec 2017 | 3 | 1 |
| Nov 2017 | 4 | 7 |
| Oct 2017 | 3 | 4 |
| Sep 2017 | 8 | 7 |
| Aug 2017 | 7 | 6 |
| Jul 2017 | 3 | 0 |
| Jun 2017 | 2 | 0 |
| May 2017 | 0 | 3 |
| Apr 2017 | 5 | 6 |
| Mar 2017 | 5 | 0 |
| Feb 2017 | 1 | 0 |
| Jan 2017 | 4 | 5 |
| Dec 2016 | 1 | 1 |
| Oct 2016 | 1 | 3 |
| Sep 2016 | 33 | 166 |
| Aug 2016 | 7 | 8 |
| Jul 2016 | 1 | 2 |
| Jun 2016 | 5 | 2 |
| May 2016 | 5 | 0 |
| Apr 2016 | 3 | 0 |
| Mar 2016 | 2 | 0 |
| Feb 2016 | 3 | 3 |
| Jan 2016 | 7 | 4 |
| Dec 2015 | 6 | 1 |
| Nov 2015 | 6 | 0 |
| Oct 2015 | 1 | 0 |
| Sep 2015 | 2 | 3 |
| Aug 2015 | 2 | 0 |
| Jul 2015 | 2 | 0 |
| Jun 2015 | 2 | 0 |
| May 2015 | 2 | 0 |
| Apr 2015 | 4 | 0 |
| Mar 2015 | 6 | 7 |
| Feb 2015 | 9 | 0 |
| Jan 2015 | 4 | 0 |
| Dec 2014 | 4 | 0 |
| Nov 2014 | 1 | 0 |
| Oct 2014 | 3 | 0 |
| Sep 2014 | 8 | 0 |
| Aug 2014 | 5 | 0 |
| Jul 2014 | 4 | 0 |
| Jun 2014 | 5 | 0 |
| May 2014 | 3 | 0 |
| Apr 2014 | 1 | 0 |
| Mar 2014 | 3 | 0 |
| Feb 2014 | 1 | 0 |
| Jan 2014 | 6 | 0 |
| Jul 2013 | 4 | 0 |
Buys and sells per month as a CSV, by the month they were made.
All trades
913 of 913
K. Michael Conaway
House · R · TX
Buy$15K-50K
-76.1% vs SPY
FDNFirst Trust DJ Internet Index Fund
K. Michael Conaway
House · R · TX
Buy$15K-50K
+84.1% 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
+84.1% 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
+90.2% vs SPY
WFCWF 10 (Wells Fargo Financial) Investment Company of America
K. Michael Conaway
House · R · TX
Buy$50K-100K
+90.2% 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
-17.8% 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
+84.5% vs SPY
WFCWF 10 (Wells Fargo Financial) Fundamental Investors CL A
K. Michael Conaway
House · R · TX
Buy$15K-50K
-76.1% 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
+153.8% 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
-24.5% vs SPY
VIGJT E57 (Edward Jones) Vanguard Div Appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-109.8% vs SPY
AALAmerican Airlines group, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+6.5% vs SPY
DRIJT E57 (Edward Jones) Darden Restaurants, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-20.4% vs SPY
DGROJT E57 (Edward Jones) iShares Core Dividend growth ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-107.2% 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
+75.9% vs SPY
AAPLApple Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+75.9% vs SPY
AAPLWF 25 (Wells Fargo Financial) Apple Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+80.0% vs SPY
CVXWF 10 (Wells Fargo Financial) Chevron Corporation
K. Michael Conaway
House · R · TX
Buy$50K-100K
-37.3% 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
-25.2% vs SPY
JNJWF 10 (Wells Fargo Financial) Johnson & Johnson
K. Michael Conaway
House · R · TX
Sell$15K-50K
+155.5% vs SPY
WFCWells Fargo > WF48 dESCRIPTION: Merger with CVX The blackstone group Inc. Class A
K. Michael Conaway
House · R · TX
Sell$15K-50K
+155.5% vs SPY
WFCWF 25 (Wells Fargo Financial) Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Exch$15K-50K
+74.5% 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
+74.5% vs SPY
CVXWF 25 (Wells Fargo Financial) dESCRIPTION: Merger with NbL Chevron Corporation
K. Michael Conaway
House · R · TX
Exch$1K-15K
+127.6% vs SPY
WFCWF 25 (Wells Fargo Financial) Noble Energy Inc.
K. Michael Conaway
House · R · TX
Exch$15K-50K
+127.6% vs SPY
WFCWF 25 (Wells Fargo Financial) dESCRIPTION: Merger with CVX Noble Energy Inc.
K. Michael Conaway
House · R · TX
Buy$50K-100K
-114.8% vs SPY
ABTAbbott Laboratories
K. Michael Conaway
House · R · TX
Buy$15K-50K
-114.8% vs SPY
ABTAbbott Laboratories
K. Michael Conaway
House · R · TX
Buy$15K-50K
+127.8% 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
+39.5% vs SPY
CIBRFirst Trust NASDAQ Cybersecurity ETF
K. Michael Conaway
House · R · TX
Buy$1K-15K
+0.7% vs SPY
USMCPrincipal U.S. Mega-Cap ETF
K. Michael Conaway
House · R · TX
Sell$50K-100K
-72.0% vs SPY
VDCVanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
-72.0% vs SPY
VDCVanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
+115.2% vs SPY
JPMJP Morgan Chase & Co.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+153.2% vs SPY
GOOGLAlphabet Inc. - Class A
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
+82.8% vs SPY
AAPLApple Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
-114.2% vs SPY
INTUIntuit Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+114.1% vs SPY
JPMJP Morgan Chase & Co.
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
+1.6% 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
-28.9% 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
-71.9% vs SPY
AEPAmerican Electric Power Company, Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+96.8% vs SPY
AXPSP E62 (Edward Jones) American Express Company
K. Michael Conaway
House · R · TX
Buy$15K-50K
+120.7% vs SPY
WFCWF 69 (Wells Fargo Financial) SPduke Energy Corporation
K. Michael Conaway
House · R · TX
Buy$50K-100K
-22.1% vs SPY
DGROiShares Core dividend growth ETF
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-32.5% vs SPY
JNJJohnson & Johnson
K. Michael Conaway
House · R · TX
Sell$50K-100K
-13.6% vs SPY
PNCSP E62 (Edward Jones) PNC Financial Services group, Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
-13.6% vs SPY
PNCWF 10 (Wells Fargo Financial) PNC Financial Services group, Inc.
K. Michael Conaway
House · R · TX
Buy$50K-100K
+120.7% vs SPY
WFCWF 69 (Wells Fargo Financial) SPdR bloomberg barclays Convertible Securities ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+120.7% vs SPY
WFCWF 10 (Wells Fargo Financial) SPdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
-44.9% vs SPY
XLVWF 69 (Wells Fargo Financial) SPdR Select Sector Fund - Health Care
K. Michael Conaway
House · R · TX
Sell$50K-100K
+120.7% vs SPY
WFCWF 10 (Wells Fargo Financial) U.S. bancorp
K. Michael Conaway
House · R · TX
Sell$15K-50K
-4.3% 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
-56.6% 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
+139.3% 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
-98.4% vs SPY
HDWF 69 (Wells Fargo Financial) Home depot, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-145.0% vs SPY
PFEWF 69 (Wells Fargo Financial) Pfizer, Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+70.8% vs SPY
RTXWF 69 (Wells Fargo Financial) Raytheon Technologies Corporation
K. Michael ConawaySP
House · R · TX
Buy$1K-15K
+105.9% vs SPY
JPMJPMORgAN FEDERAL MONEY MARKET FUND
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
+84.9% 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
-183.3% 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
-47.1% vs SPY
IWMSP E48 (Edward Jones) SPiShares Russell 2000 ETF
K. Michael ConawaySP
House · R · TX
Sell·p$15K-50K
+73.4% 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
-42.4% vs SPY
PNCSP E48 (Edward Jones) PNC Financial Services group, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-44.1% vs SPY
PNCWF 10 (Wells Fargo Financial) PNC Financial Services group, Inc.
K. Michael Conaway
House · R · TX
Sell$1K-15K
+13.1% vs SPY
TJXWF 69 (Wells Fargo Financial) TJX Companies, Inc.
K. Michael Conaway
House · R · TX
Buy$50K-100K
+69.2% vs SPY
WFCWF 69 (Wells Fargo Financial) U.S. bancorp
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
-79.2% vs SPY
VDCWF 10 (Wells Fargo Financial) Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-31.7% vs SPY
SKYYSP E62 (Edward Jones) First Trust Cloud Computing ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
+73.8% 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
+73.8% 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
+0.4% 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
+0.4% 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
+0.4% 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
+0.4% 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
-33.3% vs SPY
BXThe blackstone group Inc. Class a
K. Michael Conaway
House · R · TX
Buy$15K-50K
+73.8% vs SPY
WFCWF 10 (Wells Fargo Financial) The blackstone group Inc. Class a
K. Michael Conaway
House · R · TX
Buy$50K-100K
-40.1% vs SPY
AMZNamazon.com, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+185.5% vs SPY
AAPLWF 10 (Wells Fargo Financial) apple Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
+98.6% vs SPY
WFCWF 10 (Wells Fargo Financial) becton, dickinson and Company
K. Michael Conaway
House · R · TX
Sell$1K-15K
+98.6% vs SPY
WFCWF 69 (Wells Fargo Financial) Carrier global Corporation
K. Michael Conaway
House · R · TX
Buy$15K-50K
-32.4% vs SPY
SKYYWF 25 (Wells Fargo Financial) First Trust Cloud Computing ETF
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-32.4% vs SPY
SKYYFirst Trust Cloud Computing ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-32.4% vs SPY
SKYYWF 31 (Wells Fargo Financial) First Trust Cloud Computing ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-107.6% vs SPY
HDWF 53 (Wells Fargo Financial) Home depot, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+98.6% 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
+125.4% vs SPY
JPMSP E62 (Edward Jones) JP Morgan Chase & Co.
K. Michael Conaway
House · R · TX
Buy$1K-15K
+125.4% vs SPY
JPMWF 10 (Wells Fargo Financial) JP Morgan Chase & Co.
K. Michael Conaway
House · R · TX
Sell$1K-15K
+98.6% vs SPY
WFCWF 69 (Wells Fargo Financial) otis Worldwide Corporation
K. Michael Conaway
House · R · TX
Buy$50K-100K
+98.6% 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
-36.0% vs SPY
VIGVanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+98.6% vs SPY
WFCWF 31 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-167.8% 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
+87.4% vs SPY
WFCWF 69 (Wells Fargo Financial) SPdarden Restaurants, Inc.
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-66.1% vs SPY
JNJJohnson & Johnson
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-107.9% vs SPY
PGProcter & gamble Company
K. Michael Conaway
House · R · TX
Sell$50K-100K
+52.0% 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
+52.0% 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
+49.8% 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
-11.7% vs SPY
CVXChevron Corporation
K. Michael Conaway
House · R · TX
Buy$15K-50K
-116.8% vs SPY
DUKduke Energy Corporation
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
+48.1% 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
-34.5% vs SPY
DGROiShares Core dividend growth ETF
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
+1246.2% vs SPY
MPCMarathon Petroleum Corporation
K. Michael Conaway
House · R · TX
Buy$15K-50K
-40.0% vs SPY
AMZNamazon.com, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-40.0% vs SPY
AMZNWF 10 (Wells Fargo Financial) amazon.com, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
+216.8% vs SPY
AAPLSP E62 (Edward Jones) LoCaTIoN: US
K. Michael Conaway
House · R · TX
Buy$50K-100K
+216.8% vs SPY
AAPLWF 53 (Wells Fargo Financial) apple Inc.
K. Michael Conaway
House · R · TX
Buy$50K-100K
+103.7% 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
+103.7% 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
+103.7% 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
-44.6% 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
+30.4% vs SPY
WFCWF 10 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+30.4% vs SPY
WFCWF 69 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
+105.0% vs SPY
DRIdarden Restaurants, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-116.6% vs SPY
AEPamerican Electric Power Company, Inc.
K. Michael Conaway
House · R · TX
Buy$15K-50K
-40.5% vs SPY
DGROiShares Core dividend growth ETF
K. Michael Conaway
House · R · TX
Buy$1K-15K
-40.5% vs SPY
DGROiShares Core dividend growth ETF
K. Michael ConawaySP
House · R · TX
Buy$15K-50K
-110.9% vs SPY
SOSouthern Company
K. Michael Conaway
House · R · TX
Sell$50K-100K
-12.9% 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
-12.9% 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
-7.9% vs SPY
WFCWF 69 (Wells Fargo Financial) american Electric Power Company, Inc.
K. Michael Conaway
House · R · TX
Sell·p$1K-15K
-210.5% vs SPY
DEOdiageo plc
K. Michael Conaway
House · R · TX
Sell$1K-15K
-7.9% vs SPY
WFCWF 69 (Wells Fargo Financial) diageo plc
K. Michael Conaway
House · R · TX
Sell$15K-50K
-7.9% 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
-179.9% vs SPY
LUVSouthwest airlines Company
K. Michael Conaway
House · R · TX
Sell$15K-50K
-179.9% vs SPY
LUVWF 31 (Wells Fargo Financial) Southwest airlines Company
K. Michael Conaway
House · R · TX
Sell·p$1K-15K
-7.9% vs SPY
WFCWF 25 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
-7.9% vs SPY
WFCWF 53 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
-7.9% 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
-150.5% vs SPY
VPUWF 53 (Wells Fargo Financial) Vanguard Utilities ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
-150.5% vs SPY
VPUWF 95 (Wells Fargo Financial) dESCRIPTIoN: Transfer to WF 10 Vanguard Utilities ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
-174.9% vs SPY
DISWF 10 (Wells Fargo Financial) Walt disney Company
K. Michael Conaway
House · R · TX
Sell$50K-100K
-8.4% 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
-8.4% 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
-8.4% vs SPY
WFCWF 69 (Wells Fargo Financial) SPdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Sell$50K-100K
-8.4% vs SPY
WFCWF 10 (Wells Fargo Financial) SPdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
+83.0% vs SPY
TRVWF 25 (Wells Fargo Financial) The Travelers Companies, Inc.
K. Michael Conaway
House · R · TX
Sell$15K-50K
-8.4% vs SPY
WFCWF 69 (Wells Fargo Financial) Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Sell$15K-50K
-8.4% vs SPY
WFCWF 10 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Sell$50K-100K
-8.4% vs SPY
WFCWF 25 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Sell$50K-100K
-15.7% 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
-15.7% 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
-121.2% vs SPY
VPUWF 25 (Wells Fargo Financial) Vanguard Utilities ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-47.1% 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
-47.1% 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
-47.1% 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
-47.1% 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
-47.1% 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
-47.1% 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
-47.1% vs SPY
WFCWF 69 (Wells Fargo Financial) First Trust dJ Internet Index Fund
K. Michael Conaway
House · R · TX
Exch$50K-100K
-47.1% 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
-47.1% vs SPY
WFCWF 10 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-47.1% 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
+157.5% vs SPY
GSgoldman Sachs activebeta U.S. Large Cap Equity ETF
K. Michael Conaway
House · R · TX
Exch$100K-250K
-47.1% 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
-47.1% 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
-47.1% 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
+2.9% 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
+2.9% 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
-75.3% vs SPY
SDYdR S&P dividend ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-47.1% 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
-47.1% vs SPY
WFCWF 69 (Wells Fargo Financial) Vanguard Consumer Staples ETF
K. Michael Conaway
House · R · TX
Exch$100K-250K
-47.1% 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
-47.1% vs SPY
WFCWF 10 (Wells Fargo Financial) Vanguard div appreciation ETF
K. Michael Conaway
House · R · TX
Exch$50K-100K
-47.1% 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
-106.0% vs SPY
VPUVanguard Utilities ETF
K. Michael Conaway
House · R · TX
Exch$15K-50K
-106.0% 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
-42.7% 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
-45.9% vs SPY
WFCWF 53 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
-49.1% vs SPY
WFCWF 10 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Buy$50K-100K
-110.5% vs SPY
VPUWF 25 (Wells Fargo Financial) Vanguard Utilities ETF
K. Michael Conaway
House · R · TX
Sell$1K-15K
-39.7% vs SPY
WFCWF 10 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Sell·p$15K-50K
-39.7% vs SPY
WFCWF 25 (Wells Fargo Financial) First Trust Morningstar ETF
K. Michael Conaway
House · R · TX
Buy$15K-50K
-39.7% 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 | -76.1% | ||
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 | +84.1% | ||
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 | +84.1% | ||
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 | +90.2% | ||
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 | +90.2% | ||
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 | -17.8% | ||
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 | +84.5% | ||
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 | -76.1% | ||
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 | +153.8% | ||
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) Vanguard Div Appreciation ETF | Buy | $50K-100K | 2020-12-10 | 2021-01-22 43d | -24.5% | ||
K. Michael Conaway House · R · TX | American Airlines group, Inc. | Buy | $15K-50K | 2020-11-30 | 2020-12-15 15d | -109.8% | ||
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) Darden Restaurants, Inc. | Buy | $15K-50K | 2020-11-30 | 2020-12-15 15d | +6.5% | ||
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 | -20.4% | ||
K. Michael Conaway House · R · TX | JT E57 (Edward Jones) Southwest Airlines Company | Buy | $15K-50K | 2020-11-30 | 2020-12-15 15d | -107.2% | ||
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 | +75.9% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Apple Inc. | Buy | $15K-50K | 2020-10-16 | 2020-12-04 49d | +75.9% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Chevron Corporation | Sell | $15K-50K | 2020-10-16 | 2020-12-04 49d | +80.0% | ||
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 | -37.3% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Johnson & Johnson | Buy | $15K-50K | 2020-10-16 | 2020-12-04 49d | -25.2% | ||
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 | +155.5% | ||
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 | +155.5% | ||
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 | +74.5% | ||
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 | +74.5% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Noble Energy Inc. | Exch | $1K-15K | 2020-10-06 | 2020-12-04 59d | +127.6% | ||
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 | +127.6% | ||
K. Michael Conaway House · R · TX | Abbott Laboratories | Buy | $50K-100K | 2020-09-28 | 2020-10-05 7d | -114.8% | ||
K. Michael Conaway House · R · TX | Abbott Laboratories | Buy | $15K-50K | 2020-09-28 | 2020-10-05 7d | -114.8% | ||
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 | +127.8% | ||
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 | +39.5% | ||
K. Michael Conaway House · R · TX | Principal U.S. Mega-Cap ETF | Buy | $1K-15K | 2020-09-21 | 2020-10-05 14d | +0.7% | ||
K. Michael Conaway House · R · TX | Vanguard Consumer Staples ETF | Sell | $50K-100K | 2020-09-21 | 2020-10-05 14d | -72.0% | ||
K. Michael Conaway House · R · TX | Vanguard Consumer Staples ETF | Sell | $15K-50K | 2020-09-21 | 2020-10-05 14d | -72.0% | ||
K. Michael Conaway House · R · TX | JP Morgan Chase & Co. | Sell | $15K-50K | 2020-09-09 | 2020-10-05 26d | +115.2% | ||
K. Michael Conaway House · R · TX | Alphabet Inc. - Class A | Buy | $15K-50K | 2020-09-08 | 2020-10-05 27d | +153.2% | ||
K. Michael Conaway House · R · TX | Apple Inc. | Sell·p | $15K-50K | 2020-09-08 | 2020-10-05 27d | +82.8% | ||
K. Michael Conaway House · R · TX | Intuit Inc. | Sell | $15K-50K | 2020-09-08 | 2020-10-05 27d | -114.2% | ||
K. Michael Conaway House · R · TX | JP Morgan Chase & Co. | Sell | $15K-50K | 2020-09-08 | 2020-10-05 27d | +114.1% | ||
K. Michael Conaway House · R · TX | Principal U.S. Mega-Cap ETF | Sell·p | $15K-50K | 2020-09-08 | 2020-10-05 27d | +1.6% | ||
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 | -28.9% | ||
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 | -71.9% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) American Express Company | Sell | $15K-50K | 2020-08-10 | 2020-09-08 29d | +96.8% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) SPduke Energy Corporation | Buy | $15K-50K | 2020-08-10 | 2020-09-08 29d | +120.7% | ||
K. Michael Conaway House · R · TX | iShares Core dividend growth ETF | Buy | $50K-100K | 2020-08-10 | 2020-09-08 29d | -22.1% | ||
K. Michael ConawaySP House · R · TX | Johnson & Johnson | Buy | $15K-50K | 2020-08-10 | 2020-09-08 29d | -32.5% | ||
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 | -13.6% | ||
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 | -13.6% | ||
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 | +120.7% | ||
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 | +120.7% | ||
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 | -44.9% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) U.S. bancorp | Sell | $50K-100K | 2020-08-10 | 2020-09-08 29d | +120.7% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Visa Inc. | Sell | $15K-50K | 2020-08-10 | 2020-09-08 29d | -4.3% | ||
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 | -56.6% | ||
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 | +139.3% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Home depot, Inc. | Sell | $50K-100K | 2020-07-01 | 2020-09-04 65d | -98.4% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Pfizer, Inc. | Buy | $15K-50K | 2020-07-01 | 2020-09-04 65d | -145.0% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Raytheon Technologies Corporation | Sell | $15K-50K | 2020-07-01 | 2020-09-04 65d | +70.8% | ||
K. Michael ConawaySP House · R · TX | JPMORgAN FEDERAL MONEY MARKET FUND | Buy | $1K-15K | 2020-06-23 | 2020-07-10 17d | +105.9% | ||
K. Michael ConawaySP House · R · TX | JPMORgAN FEDERAL MONEY MARKET FUND | Buy | $15K-50K | 2020-06-10 | 2020-07-10 30d | +84.9% | ||
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 | -183.3% | ||
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 | -47.1% | ||
K. Michael ConawaySP House · R · TX | JPMORgAN FEDERAL MONEY MARKET FUND | Sell·p | $15K-50K | 2020-06-09 | 2020-07-10 31d | +73.4% | ||
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 | -42.4% | ||
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 | -44.1% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) TJX Companies, Inc. | Sell | $1K-15K | 2020-06-01 | 2020-07-10 39d | +13.1% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) U.S. bancorp | Buy | $50K-100K | 2020-06-01 | 2020-07-10 39d | +69.2% | ||
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 | -79.2% | ||
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 | -31.7% | ||
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 | +73.8% | ||
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 | +73.8% | ||
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 | +0.4% | ||
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 | +0.4% | ||
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 | +0.4% | ||
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 | +0.4% | ||
K. Michael Conaway House · R · TX | The blackstone group Inc. Class a | Buy | $50K-100K | 2020-05-26 | 2020-06-09 14d | -33.3% | ||
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 | +73.8% | ||
K. Michael Conaway House · R · TX | amazon.com, Inc. | Buy | $50K-100K | 2020-05-19 | 2020-06-09 21d | -40.1% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) apple Inc. | Buy | $15K-50K | 2020-05-19 | 2020-06-09 21d | +185.5% | ||
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 | +98.6% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) Carrier global Corporation | Sell | $1K-15K | 2020-05-19 | 2020-06-09 21d | +98.6% | ||
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 | -32.4% | ||
K. Michael ConawaySP House · R · TX | First Trust Cloud Computing ETF | Buy | $15K-50K | 2020-05-19 | 2020-06-09 21d | -32.4% | ||
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 | -32.4% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) Home depot, Inc. | Buy | $15K-50K | 2020-05-19 | 2020-06-09 21d | -107.6% | ||
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 | +98.6% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) JP Morgan Chase & Co. | Buy | $15K-50K | 2020-05-19 | 2020-06-09 21d | +125.4% | ||
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 | +125.4% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) otis Worldwide Corporation | Sell | $1K-15K | 2020-05-19 | 2020-06-09 21d | +98.6% | ||
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 | +98.6% | ||
K. Michael ConawaySP House · R · TX | Vanguard div appreciation ETF | Buy | $15K-50K | 2020-05-19 | 2020-06-09 21d | -36.0% | ||
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 | +98.6% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Verizon Communications Inc. | Buy | $15K-50K | 2020-05-19 | 2020-06-09 21d | -167.8% | ||
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 | +87.4% | ||
K. Michael ConawaySP House · R · TX | Johnson & Johnson | Buy | $15K-50K | 2020-05-11 | 2020-06-09 29d | -66.1% | ||
K. Michael ConawaySP House · R · TX | Procter & gamble Company | Buy | $15K-50K | 2020-05-11 | 2020-06-09 29d | -107.9% | ||
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 | +52.0% | ||
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 | +52.0% | ||
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 | +49.8% | ||
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 | -11.7% | ||
K. Michael Conaway House · R · TX | duke Energy Corporation | Buy | $15K-50K | 2020-04-22 | 2020-05-04 12d | -116.8% | ||
K. Michael ConawaySP House · R · TX | Emerson Electric Company | Buy | $15K-50K | 2020-04-22 | 2020-05-04 12d | +48.1% | ||
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 | -34.5% | ||
K. Michael ConawaySP House · R · TX | Marathon Petroleum Corporation | Buy | $15K-50K | 2020-04-22 | 2020-05-04 12d | +1246.2% | ||
K. Michael Conaway House · R · TX | amazon.com, Inc. | Buy | $15K-50K | 2020-04-15 | 2020-05-04 19d | -40.0% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) amazon.com, Inc. | Buy | $15K-50K | 2020-04-15 | 2020-05-04 19d | -40.0% | ||
K. Michael Conaway House · R · TX | SP E62 (Edward Jones) LoCaTIoN: US | Buy | $15K-50K | 2020-04-15 | 2020-05-04 19d | +216.8% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) apple Inc. | Buy | $50K-100K | 2020-04-15 | 2020-05-04 19d | +216.8% | ||
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 | +103.7% | ||
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 | +103.7% | ||
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 | +103.7% | ||
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 | -44.6% | ||
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 | +30.4% | ||
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 | +30.4% | ||
K. Michael Conaway House · R · TX | darden Restaurants, Inc. | Buy | $15K-50K | 2020-04-13 | 2020-05-04 21d | +105.0% | ||
K. Michael Conaway House · R · TX | american Electric Power Company, Inc. | Buy | $15K-50K | 2020-04-06 | 2020-05-04 28d | -116.6% | ||
K. Michael Conaway House · R · TX | iShares Core dividend growth ETF | Buy | $15K-50K | 2020-04-06 | 2020-05-04 28d | -40.5% | ||
K. Michael Conaway House · R · TX | iShares Core dividend growth ETF | Buy | $1K-15K | 2020-04-06 | 2020-05-04 28d | -40.5% | ||
K. Michael ConawaySP House · R · TX | Southern Company | Buy | $15K-50K | 2020-04-06 | 2020-05-04 28d | -110.9% | ||
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 | -12.9% | ||
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 | -12.9% | ||
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 | -7.9% | ||
K. Michael Conaway House · R · TX | diageo plc | Sell·p | $1K-15K | 2020-03-18 | 2020-04-06 19d | -210.5% | ||
K. Michael Conaway House · R · TX | WF 69 (Wells Fargo Financial) diageo plc | Sell | $1K-15K | 2020-03-18 | 2020-04-06 19d | -7.9% | ||
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 | -7.9% | ||
K. Michael ConawaySP House · R · TX | Southwest airlines Company | Sell | $15K-50K | 2020-03-18 | 2020-04-06 19d | -179.9% | ||
K. Michael Conaway House · R · TX | WF 31 (Wells Fargo Financial) Southwest airlines Company | Sell | $15K-50K | 2020-03-18 | 2020-04-06 19d | -179.9% | ||
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 | -7.9% | ||
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 | -7.9% | ||
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 | -7.9% | ||
K. Michael Conaway House · R · TX | WF 53 (Wells Fargo Financial) Vanguard Utilities ETF | Sell | $15K-50K | 2020-03-18 | 2020-04-06 19d | -150.5% | ||
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 | -150.5% | ||
K. Michael Conaway House · R · TX | WF 10 (Wells Fargo Financial) Walt disney Company | Sell | $1K-15K | 2020-03-18 | 2020-04-06 19d | -174.9% | ||
K. Michael Conaway House · R · TX | 3M Company | Sell | $1K-15K | 2020-03-11 | 2020-04-06 26d | -117.6% | ||
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 | -8.4% | ||
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 | -8.4% | ||
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 | -8.4% | ||
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 | -8.4% | ||
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 | +83.0% | ||
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 | -8.4% | ||
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 | -8.4% | ||
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 | -8.4% | ||
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 | -15.7% | ||
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 | -15.7% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Vanguard Utilities ETF | Sell | $15K-50K | 2020-03-10 | 2020-04-06 27d | -121.2% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | +157.5% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | +2.9% | ||
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 | +2.9% | ||
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 | -75.3% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
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 | -47.1% | ||
K. Michael Conaway House · R · TX | Vanguard Utilities ETF | Exch | $15K-50K | 2020-02-24 | 2020-04-06 42d | -106.0% | ||
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 | -106.0% | ||
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 | -42.7% | ||
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 | -45.9% | ||
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 | -49.1% | ||
K. Michael Conaway House · R · TX | WF 25 (Wells Fargo Financial) Vanguard Utilities ETF | Buy | $50K-100K | 2020-02-25 | 2020-03-10 14d | -110.5% | ||
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 | -39.7% | ||
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 | -39.7% | ||
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 | -39.7% |
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