Transactions
215
Total transactions associated with this filer
Disclosed purchases
176
$0 – $0
Average modeled return
+160.7%
60 modeled purchases
Average vs. S&P 500
-13.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| ASX | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA DomesticASE Technology Holding Co., ltd. American Depositary Sh ares (ASX) | Aug 14, 2017 | Sep 18, 2026 | +912.0% | +88.9% | +823.1% |
| MPC | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA DomesticMarathon Petroleum Corporat ion(MPC) | Jul 17, 2017 | Sep 21, 2026 | +905.3% | +263.1% | +642.2% |
| MSFT | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA Int'lID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Microsoft Corporation (MSFT) | Jul 17, 2017 | Sep 21, 2026 | +650.0% | +263.1% | +387.0% |
| SFTBY | g fedcF IlINg S TATUS : New S UBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA Int'lD ESCRIPTIoN : SoBKY - Softbank Corps Unsponsred Ad Softbank Corp Unsponsored ADR (SFTBY) | Mar 18, 2020 | Sep 18, 2026 | +468.6% | +88.9% | +379.8% |
| SFTBY | g fedcF IlINg S TATUS : New S UBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA Int'lSoftbank Corp Unsponsored ADR (SFTBY) | Apr 29, 2020 | Sep 18, 2026 | +270.0% | +88.9% | +181.2% |
| MFC | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA DomesticManulife Financial Corporation (MFC) | Jul 11, 2017 | Sep 18, 2026 | +245.6% | +88.9% | +156.7% |
| TPR | g fedcF IlINg S TATuS : New S ubHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA Int'lTapestry, Inc. (TPR) | Apr 24, 2019 | Sep 21, 2026 | +334.6% | +195.1% | +139.5% |
| JPM | g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA DomesticJP Morgan Chase & Co. (JPM) | Jul 17, 2017 | Sep 21, 2026 | +388.9% | +263.1% | +125.8% |
| WMT | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA Int'lWalmart Inc. (WMT) | Jul 17, 2017 | Sep 21, 2026 | +388.4% | +263.1% | +125.3% |
| SSEZY | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA Int'll oCATIoN : uS D ESCRIPTIoN : SKHHY Stock SSE Plc Sponsored ADR (SSEZY) | Jul 11, 2017 | Sep 18, 2026 | +181.7% | +88.9% | +92.8% |
| PSX | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA DomesticPhillips 66 (PSX) | Aug 16, 2017 | Sep 21, 2026 | +350.9% | +261.0% | +89.9% |
| CODYY | g fedcF IlINg S TATuS : New S ubHOlDINg O F : National Financial Services/Fidelity - Premiere S elect IRA DomesticCompagnie de Saint gobain unsponsored ADR (CODYY) | Dec 22, 2020 | Dec 12, 2024 | +128.2% | +46.5% | +81.7% |
| PWCDF | g fedcF IlINg S TATuS : New S ubHOlDINg O F : National Financial Services/Fidelity - Premiere S elect IRA DomesticPower Corp of Canada Ord inaryShares (PWCDF) | Feb 17, 2022 | Sep 21, 2026 | +160.5% | +88.4% | +72.1% |
| INTC | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA Int'lIntel Corporation (INTC) | Jul 17, 2017 | Sep 21, 2026 | +329.4% | +263.1% | +66.3% |
| TRI | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA Int'lThomson Reuters Corp ordinary Shares (TRI) | Jul 17, 2017 | Sep 18, 2026 | +147.8% | +88.9% | +58.9% |
| BNPQY | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA DomesticBNP Paribas American Depositary Shares (BNPQY) | Jul 11, 2017 | Sep 18, 2026 | +146.2% | +88.9% | +57.3% |
| RHHBY | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA DomesticRoche Holdings Ag Basel AmericanDepositary Shares (RHHBY) | Jul 11, 2017 | Sep 18, 2026 | +135.5% | +88.9% | +46.6% |
| TKOMY | g fedcF IlINg S TATuS : New S ubHOlDINg O F : National Financial Services/Fidelity - Premiere S elect IRA DomesticTokio Marine Holdings, Inc. Sponsored ADR (TKOMY) | Jan 20, 2021 | Jan 10, 2025 | +83.1% | +41.2% | +42.0% |
| RTX | g fedcF IlINg S TATuS : New S ubHOlDINg O F : National Financial Services/Fidelity - Premiere S elect IRA DomesticRaytheon Technologies Corporation (RTX) | Feb 24, 2022 | Sep 21, 2026 | +127.1% | +92.3% | +34.8% |
| WMB | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA DomesticWilliams Companies, Inc. (WMB) | Jul 17, 2017 | Sep 21, 2026 | +272.4% | +263.1% | +9.3% |
| TSCDY | g fedcF IlINg S TATuS : New iD owner asset transaction type notification Date amount cap. gains > S ubHOlDINg O F : National Financial Services/Fidelity - Premiere S elect IRA Int'll OCATION : uS D ESCRIPTION : DNbbY (DNb bANK ASA SPON ADR EACH REP 1 ORD SHS) -- was not in stock catalog Tesco Plc Ord American Depositary Shares (TSCDY) | Feb 17, 2022 | Sep 18, 2026 | +91.2% | +88.9% | +2.4% |
| HSBC | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA DomesticHSBC Holdings, plc. (HSBC) | Jul 11, 2017 | Sep 21, 2026 | +256.6% | +268.1% | -11.5% |
| RIO | g fedcF IlINg S TATuS : New S ubHOlDINg O F : National Financial Services/Fidelity - Premiere S elect IRA Int'lRio Tinto Plc (RIO) | Mar 1, 2022 | Sep 21, 2026 | +71.5% | +91.5% | -20.1% |
| KMI | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Kinder Morgan, Inc. (KMI) | Sep 25, 2018 | Sep 21, 2026 | +178.5% | +199.6% | -21.1% |
| VIV | g fedcF IlINg S TATuS : New S uBHolDINg o F : National Financial Services/Fidelity - Premiere S elect IRA Int'lID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Telefonica Brasil, S.A. ADS (VIV) | Jul 11, 2017 | Sep 18, 2026 | +62.0% | +88.9% | -26.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 215 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| DOW | F S : New S O : Westend ETF Dow Inc. (DOW) | Mar 23, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| EVRG | F S : New S O : Westend ETF Evergy, Inc. (EVRG) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| AJG | F S : New S O : Westend ETF Arthur J. Gallagher & Co. (AJG) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| EMN | F S : New S O : Westend ETF Eastman Chemical Company (EMN) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| DTEGY | F S : New S O : Westend ETF Deutsche Telekom AG (DTEGY) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| DPSGY | F S : New S O : Westend ETF Deutsche Post AG Sponsored ADR (DPSGY) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| ASX | F S : New S O : Westend ETF ASE Technology Holding Co., Ltd. American Depositary Shares (ASX) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CCI | F S : New S O : Westend ETF Crown Castle International Corp. (CCI) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVX | F S : New S O : Westend ETF Chevron Corporation (CVX) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| DNHBY | F S : New S O : Westend ETF DNB ASA SPONSORED ADR Representing 10 (DNHBY) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BK | F S : New S O : Westend ETF The Bank of New York Mellon Corporation (BK) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BTI | F S : New S O : Westend ETF British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BCE | BCE, Inc. (BCE) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BNPQY | F S : New S O : Westend ETF BNP Paribas American Depositary Shares (BNPQY) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CODYY | F S : New S O : Westend ETF Compagnie de Saint Gobain Unsponsored ADR (CODYY) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABBV | F S : New S O : Westend ETF AbbVie Inc. (ABBV) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| AVGO | F S : New S O : Westend ETF Broadcom Inc. (AVGO) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAT | F S : New S O : Westend ETF Caterpillar, Inc. (CAT) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BTVCY | F S : New S O : Westend ETF Britvic plc Sponsored ADR (BTVCY) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | F S : New S O : Westend ETF BlackRock, Inc. (BLK) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVS | F S : New S O : Westend ETF CVS Health Corporation (CVS) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| CE | F S : New S O : Westend ETF Celanese Corporation Celanese Corporation (CE) | Mar 16, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| ENLAY | F S : New S O : Westend ETF Enel Societa Per Azioni Unsponsored ADR (ENLAY) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| BMY | F S : New S O : Westend ETF Bristol-Myers Squibb Company (BMY) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| FITB | F S : New S O : Westend ETF Fifth Third Bancorp (FITB) | Mar 16, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10078008 | 6 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.