Transactions
19
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 · 19 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Apple Inc. (AAPL) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| APH | g fedcF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA d ESCRIPTION : 3.375% due 09-15-20 Amphenol Corporation (APH) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| COST | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Costco Wholesale Corporation (COST) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| ENB | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Enbridge Inc (ENB) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| FTV | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Fortive Corporation (FTV) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| ILMN | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Illumina, Inc. (ILMN) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| IQV | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA IQVIA Holdings, Inc. (IQV) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JP Morgan Chase & Co. (JPM) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| KMI | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Kinder Morgan, Inc. (KMI) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| MA | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Mastercard Incorporated (MA) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Microsoft Corporation (MSFT) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| PBCT | g fedcF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA d ESCRIPTION : 3.650% due 11-01-24 ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > People's united Financial, Inc. (PBCT) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| ROLL | g fedcF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA RBC Bearings Incorporated (ROLL) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| SSNC | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA SS&C Technologies Holdings , Inc.(SSNC) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| STZ | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA d ESCRIPTION : 2.650% due 11-07-22 Constellation Bra nds, Inc. (STZ) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| TMO | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Thermo Fisher Scientific Inc(TMO) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| TRP | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA TC Energy Corporation (TRP) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| WY | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA Weyerhaeuser Company (WY) | Dec 18, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| ZTS | g fedcbF ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Zoetis Inc. Class A (ZTS) | Dec 18, 2019 | Sale | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074715 | 30 | 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.