Transactions
4
Total transactions associated with this filer
Disclosed purchases
0
$0 – $0
Average modeled return
—
No disclosed purchases
Average vs. S&P 500
—
Comparable modeled intervals
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 4 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| DEO | g fedcbF IlINg S TATuS : New S ubHOlDINg O F : Inherited IRA D ESCRIPTION : Actual amount of transaction: $1031.86 Diageo plc (DEO) | Jun 26, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| FAST | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Inherited IRA D ESCRIPTION : Actual amount of transaction: $1044.32 Fastenal Company (FAST) | Jun 26, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcbF IlINg S TATuS : New S ubHOlDINg O F : Inherited IRA D ESCRIPTION : Actual amount of transaction: $1038.27 Microsoft Corporation (MSFT) | Jun 26, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| TSM | g fedcbF IlINg S TATuS : New S ubHOlDINg O F : Inherited IRA D ESCRIPTION : Actual amount of transaction: $1236.32 Taiwan Semiconductor Manufacturing Company ltd. (TSM) | Jun 26, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074808 | 91 | 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.