DateSecurityTypeAmountFiledOwner
2022-12-07MAMastercard Incorporated (MA) [ST]Buy$1.0K – $15.0K2023-08-13self 2022-12-07CMCSAComcast Corporation - Class A (CMCSA) [ST]Buy$1.0K – $15.0K2023-01-05self 2022-11-18MSIF Growth I [OT]Sell$1.0K – $15.0K2022-12-08self
2022-11-18AMZNAmazon.com, Inc. (AMZN) [ST] F S: New S O: Morgan StanleyBuy$1.0K – $15.0K2022-12-08self 2022-11-17iShares MSCI EAFE Val ETF [OT]Buy$1.0K – $15.0K2022-12-08self
2022-11-17iShares Core S&P Small Cap E [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundBuy$1.0K – $15.0K2022-12-08self
2022-11-17Ishares 20+yr Treasu Bond ETF [OT]Sell$1.0K – $15.0K2022-12-08self
2022-11-17iShares 10+ Year Investment [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundBuy$1.0K – $15.0K2022-12-08self
2022-11-17ISHA Curr Hedged MSCI EAFE [OT]Sell$1.0K – $15.0K2022-12-08self
2022-11-17Invesco QQQ Trust Series 1 [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundSell$1.0K – $15.0K2022-12-08self
2022-11-17Invesco KBW Bank ETF [OT]Buy$1.0K – $15.0K2022-12-08self
2022-11-17Franklin FTSE Japan ETF [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundBuy$1.0K – $15.0K2022-12-08self
2022-11-17AAPLApple Inc. (AAPL) [ST]Buy$1.0K – $15.0K2022-12-08self 2022-11-11Ishares US Technology ETF [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundSell$1.0K – $15.0K2022-12-08self
2022-10-08ACNAccenture plc Class A Ordinary Shares (ACN) [ST] F S: NewBuy$1.0K – $15.0K2023-08-13self 2022-09-27WRKWestrock Company (WRK) [ST]Sell$1.0K – $15.0K2022-10-05self 2022-09-27JPM Nasdaq Equity Premium [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundBuy$1.0K – $15.0K2022-10-05self
2022-09-27Ishares US Technology ETF [OT]Sell$1.0K – $15.0K2022-10-05self
2022-09-27Ishares Core MSCI EAFE ETF [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundSell$1.0K – $15.0K2022-10-05self
2022-09-27Ishares 0-5 HY Corp [OT]Buy$1.0K – $15.0K2022-10-05self
2022-09-27Franklin FTSE UK ETF [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundSell$1.0K – $15.0K2022-10-05self
2022-09-27Energy Sel Sect SPDR FD [OT]Buy$1.0K – $15.0K2022-10-05self
2022-09-15SPDR S&P 500 ETF Trust [OT] F S: New S O: Morgan Stanley L: US D: Mutual FundBuy$1.0K – $15.0K2022-10-05self
2022-09-15MAMastercard Incorporated (MA) [ST]Sell$1.0K – $15.0K2022-10-05self 2022-09-15IFFInternational Flavors & Fragrances, Inc. (IFF) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2022-10-05self 2022-09-15CMCSAComcast Corporation - Class A (CMCSA) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2022-10-05self 2022-08-30Virtus Vontobel Foreign Opp [OT]Buy$1.0K – $15.0K2022-09-10self
2022-08-16iShares US Technology ETF [OT]Sell$1.0K – $15.0K2022-09-10self
2022-08-16Goldman Activebeta US LC ETF [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundSell$1.0K – $15.0K2022-09-10self
2022-08-10SPDR Blackstone Senior Loan [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundSell$1.0K – $15.0K2022-09-10self
2022-08-10MSFTMicrosoft Corporation (MSFT) [ST]Buy$1.0K – $15.0K2022-09-10self 2022-08-10iShares US Technology ETF [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual FundBuy$1.0K – $15.0K2022-09-10self
2022-08-10AMZNAmazon.com, Inc. (AMZN) [ST]Buy$1.0K – $15.0K2022-09-10self 2022-08-10GOOGAlphabet Inc. - Class C Capital Stock (GOOG) [ST] F S: New S O: Morgan Stanley INH IRABuy$1.0K – $15.0K2022-09-10self 2022-07-15TJXTJX Companies, Inc. (TJX) [ST]Buy$1.0K – $15.0K2023-08-13self 2022-07-15WMTWalmart Inc. (WMT) [ST] F S: New S O: Morgan StanleyBuy$1.0K – $15.0K2022-08-10self 2022-07-15BAXBaxter International Inc. (BAX) [ST]Buy$1.0K – $15.0K2022-08-10self 2022-07-15ABTAbbott Laboratories (ABT) [ST] F S: New S O: Morgan StanleyBuy$1.0K – $15.0K2022-08-10self 2022-06-16WMTWalmart Inc. (WMT) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2022-07-08self 2022-06-16WMTWalmart Inc. (WMT) [ST]Buy$1.0K – $15.0K2022-07-08self 2022-06-16TJXTJX Companies, Inc. (TJX) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2022-07-08self 2022-06-16SPYSPDR S&P 500 (SPY) [ST]Sell$1.0K – $15.0K2022-07-08self 2022-06-16IWBiShares Russell 1000 ETF (IWB) [ST] F S: New S O: Morgan StanleyBuy$1.0K – $15.0K2022-07-08self 2022-06-16IVViShares Core S&P 500 ETF (IVV) [ST]Sell$1.0K – $15.0K2022-07-08self 2022-06-16TLHiShares 10-20 Year Treasury Bond ETF (TLH) [ST] F S: New S O: Morgan Stanley INH IRABuy$1.0K – $15.0K2022-07-08self 2022-06-16SHYGiShares 0-5 Year High Yield Corporate Bond ETF (SHYG) [ST]Buy$1.0K – $15.0K2022-07-08self 2022-06-16GEGeneral Electric Company (GE) [ST]Sell$1.0K – $15.0K2022-07-08self 2022-06-16FIXDFirst Trust TCW Opportunistic Fixed Income ETF (FIXD) [ST] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2022-07-08self 2022-06-16BAXBaxter International Inc. (BAX) [ST]Sell$1.0K – $15.0K2022-07-08self 2022-06-16AMZNAmazon.com, Inc. (AMZN) [ST] F S: New S O: Morgan Stanley INH IRABuy$1.0K – $15.0K2022-07-08self