Business · Congress trades · House

Lois Frankel

Democrat Every stock trade Lois Frankel reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.

Trades655
Buys / sales272 / 383
Estimated volume$5.4MMiddle of each reported range
Trades that beat the market54.0%305 of 565: did better than the same money in the S&P 500 that day
Typical trade vs. the market+13.9%The middle trade: half did better, half worse
Disclosed late0Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

CIEN · bought July 24, 2020, $1,001 - $15,000

+346.1% vs. the S&P 500 since

Worst-timed trade

CIEN · sold November 20, 2020, $1,001 - $15,000

−573.1% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since December 31, 2019: +23.9% against +132.0% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-100%-50%0%+50%+100%+150%2020202120222023202420252026December 31, 2019: portfolio +0.0%, S&P 500 +0.0%March 31, 2020: portfolio −54.2%, S&P 500 −19.9%June 30, 2020: portfolio −42.2%, S&P 500 −4.2%September 30, 2020: portfolio −40.9%, S&P 500 +4.0%December 31, 2020: portfolio −33.0%, S&P 500 +16.2%March 31, 2021: portfolio −26.5%, S&P 500 +23.1%June 30, 2021: portfolio −24.4%, S&P 500 +33.0%September 30, 2021: portfolio −24.9%, S&P 500 +33.3%December 31, 2021: portfolio −17.4%, S&P 500 +47.6%March 31, 2022: portfolio −16.5%, S&P 500 +40.3%June 30, 2022: portfolio −25.8%, S&P 500 +17.2%September 30, 2022: portfolio −29.0%, S&P 500 +11.0%December 31, 2022: portfolio −19.2%, S&P 500 +18.8%March 31, 2023: portfolio −18.1%, S&P 500 +27.2%June 30, 2023: portfolio −16.3%, S&P 500 +37.7%September 30, 2023: portfolio −18.5%, S&P 500 +32.8%December 31, 2023: portfolio −22.1%, S&P 500 +47.7%March 31, 2024: portfolio −11.9%, S&P 500 +62.5%June 30, 2024: portfolio −10.0%, S&P 500 +69.1%September 30, 2024: portfolio −11.3%, S&P 500 +78.3%December 31, 2024: portfolio −14.7%, S&P 500 +82.1%March 31, 2025: portfolio −8.9%, S&P 500 +73.8%June 30, 2025: portfolio −11.3%, S&P 500 +92.0%September 30, 2025: portfolio −2.5%, S&P 500 +107.0%December 31, 2025: portfolio +2.8%, S&P 500 +111.9%March 31, 2026: portfolio +49.6%, S&P 500 +102.1%June 30, 2026: portfolio +23.9%, S&P 500 +132.0%

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

StockShare of portfolioWorth about
SUSuncor Energy94.1%$37K
HONHoneywell3.5%$1,394
SWKStanley Black & Decker2.4%$954

Most traded: AXP (12), PFE (12), DD (11), MRK (11), PGR (11), BSX (10), D (10), PLD (10)

Every trade

TradedWhatStockAmountVs. the market since
September 8, 2023SoldAOSA.O. Smith Corporation (AOS)$1,001 - $15,0001+88.9%
September 8, 2023SoldABBVF S: New S O: Morgan Stanley IRA - X141 AbbVie Inc$1,001 - $15,0001−18.3%
September 8, 2023SoldACNF S: New S O: Morgan Stanley IRA - X141 Accenture $1,001 - $15,0001+102.7%
September 8, 2023SoldAREF S: New S O: Morgan Stanley IRA - X141 Alexandria$1,001 - $15,0001+137.0%
September 8, 2023SoldLNTF S: New S O: Morgan Stanley IRA - X142 Alliant En$1,001 - $15,0001+41.0%
September 8, 2023SoldAXPF S: New S O: Morgan Stanley IRA - X142 American E$1,001 - $15,0001−26.0%
September 8, 2023SoldCOLDF S: New S O: Morgan Stanley IRA - X141 Americold $1,001 - $15,0001+131.2%
September 8, 2023SoldADIF S: New S O: Morgan Stanley IRA - X142 Analog Dev$1,001 - $15,0001−49.6%
September 8, 2023SoldAONF S: New S O: Morgan Stanley IRA - X142 Aon plc Cl$15,001 - $50,0001+85.5%
September 8, 2023SoldADSKF S: New S O: Morgan Stanley IRA - X141 Autodesk, $1,001 - $15,0001+63.8%
September 8, 2023SoldAVYF S: New S O: Morgan Stanley IRA - X142 Avery Denn$1,001 - $15,0001+76.4%
September 8, 2023SoldBIOF S: New S O: Morgan Stanley IRA - X142 Bio-Rad La$1,001 - $15,0001+74.4%
September 8, 2023SoldBAHF S: New S O: Morgan Stanley IRA - X142 Booz Allen$1,001 - $15,0001+106.9%
September 8, 2023SoldBSXF S: New S O: Morgan Stanley IRA - X142 Boston Sci$1,001 - $15,0001+90.8%
September 8, 2023SoldBSXS O: Morgan Stanley IRA - X142 Boston Scientific Corporation$1,001 - $15,0001+90.8%
September 8, 2023SoldBRF S: New S O: Morgan Stanley IRA - X141 Broadridge$1,001 - $15,0001+80.0%
September 8, 2023SoldBWXTF S: New S O: Morgan Stanley IRA - X142 BWX Techno$1,001 - $15,0001−16.8%
September 8, 2023SoldCASYF S: New S O: Morgan Stanley IRA - X142 Caseys Gen$1,001 - $15,0001−111.7%
September 8, 2023SoldCBOEF S: New S O: Morgan Stanley IRA - X142 Cboe Globa$1,001 - $15,0001−32.6%
September 8, 2023SoldCRLF S: New S O: Morgan Stanley IRA - X142 Charles Ri$1,001 - $15,0001+23.0%
September 8, 2023SoldCBF S: New S O: Morgan Stanley IRA - X142 Chubb Limi$1,001 - $15,0001−2.6%
September 8, 2023SoldCF S: New S O: Morgan Stanley IRA - X141 Citigroup,$1,001 - $15,0001−132.9%
September 8, 2023SoldCMCSAF S: New S O: Morgan Stanley IRA - X141 Comcast Co$15,001 - $50,0001+121.3%
September 8, 2023SoldCOPConocoPhillips (COP)$15,001 - $50,0001+53.8%
September 8, 2023SoldDEOF S: New S O: Morgan Stanley IRA - X141 Diageo plc$1,001 - $15,0001+114.3%
September 8, 2023SoldFANGF S: New S O: Morgan Stanley IRA - X141 Diamondbac$1,001 - $15,0001+42.5%
September 8, 2023SoldDF S: New S O: Morgan Stanley IRA - X142 Dominion E$1,001 - $15,0001+38.3%
September 8, 2023SoldDORMF S: New S O: Morgan Stanley IRA - X141 Dorman Pro$1,001 - $15,0001+15.6%
September 8, 2023SoldDUKF S: New S O: Morgan Stanley IRA - X142 Duke Energ$1,001 - $15,0001+39.8%
September 8, 2023SoldDDF S: New S O: Morgan Stanley IRA - X141 DuPont de $1,001 - $15,0001+35.4%
September 8, 2023SoldETNF S: New S O: Morgan Stanley IRA - X141 Eaton Corp$1,001 - $15,0001+7.5%
September 8, 2023SoldETRF S: New S O: Morgan Stanley IRA - X141 Entergy Co$1,001 - $15,0001−47.4%
September 8, 2023SoldESS O: Morgan Stanley IRA - X142 Eversource Energy (ES)$1,001 - $15,0001+65.5%
September 8, 2023SoldEXPDF S: New S O: Morgan Stanley IRA - X142 Expeditors$1,001 - $15,0001+2.5%
September 8, 2023SoldFAFF S: New S O: Morgan Stanley IRA - X142 First Amer$1,001 - $15,0001+65.5%
September 8, 2023SoldFLRF S: New S O: Morgan Stanley IRA - X142 Fluor Corp$1,001 - $15,0001+37.0%
September 8, 2023SoldITF S: New S O: Morgan Stanley IRA - X142 Gartner, I$1,001 - $15,0001+114.7%
September 8, 2023SoldGDF S: New S O: Morgan Stanley IRA - X142 General Dy$1,001 - $15,0001+18.5%
September 8, 2023SoldGLF S: New S O: Morgan Stanley IRA - X141 Globe Life$1,001 - $15,0001+19.7%
September 8, 2023SoldHALF S: New S O: Morgan Stanley IRA - X142 Halliburto$1,001 - $15,0001+93.6%
September 8, 2023SoldHESF S: New S O: Morgan Stanley IRA - X142 Hess Corpo$1,001 - $15,0001–
September 8, 2023SoldHUBB[ST] F S: New S O: Morgan Stanley IRA - X141 Hubbe$1,001 - $15,0001+31.4%
September 8, 2023SoldITWF S: New S O: Morgan Stanley IRA - X142 Illinois T$1,001 - $15,0001+59.5%
September 8, 2023SoldJNJF S: New S O: Morgan Stanley IRA - X141 Johnson & $1,001 - $15,0001+15.5%
September 8, 2023SoldJPMF S: New S O: Morgan Stanley IRA - X141 JP Morgan $15,001 - $50,0001−60.0%
September 8, 2023SoldKVUEF S: New S O: Morgan Stanley IRA - X141 Kenvue Inc$1,001 - $15,0001+85.6%
September 8, 2023SoldKKRF S: New S O: Morgan Stanley IRA - X141 KKR & Co. $1,001 - $15,0001+33.7%
September 8, 2023SoldKLACS O: Morgan Stanley IRA - X141 KLA Corporation (KLAC)$1,001 - $15,0001−177.3%
September 8, 2023SoldLAMRF S: New S O: Morgan Stanley IRA - X141 Lamar Adve$1,001 - $15,0001+2.0%
September 8, 2023SoldLBRDKF S: New S O: Morgan Stanley IRA - X142 Liberty Br$1,001 - $15,0001–
September 8, 2023SoldLKQF S: New S O: Morgan Stanley IRA - X142 LKQ Corpor$1,001 - $15,0001+128.9%
September 8, 2023SoldLOWF S: New S O: Morgan Stanley IRA - X142 Lowe's Com$1,001 - $15,0001+88.6%
September 8, 2023SoldMTBF S: New S O: Morgan Stanley IRA - X141 M&T Bank C$1,001 - $15,0001−6.3%
September 8, 2023SoldMKLF S: New S O: Morgan Stanley IRA - X142 Markel Gro$1,001 - $15,0001+49.4%
September 8, 2023SoldMARF S: New S O: Morgan Stanley IRA - X142 Marriott I$1,001 - $15,0001−14.5%
September 8, 2023SoldMMCF S: New S O: Morgan Stanley IRA - X141 Marsh & Mc$1,001 - $15,0001–
September 8, 2023SoldMCKF S: New S O: Morgan Stanley IRA - X141 McKesson C$1,001 - $15,0001−64.1%
September 8, 2023SoldMCKF S: New S O: Morgan Stanley IRA - X141 McKesson C$1,001 - $15,0001−64.1%
September 8, 2023SoldMRKF S: New S O: Morgan Stanley IRA - X141 Merck & Co$1,001 - $15,0001+40.1%
September 8, 2023SoldMSF S: New S O: Morgan Stanley IRA - X141 Morgan Sta$1,001 - $15,0001−41.2%
September 8, 2023SoldNDAQF S: New S O: Morgan Stanley IRA - X141 Nasdaq, In$1,001 - $15,0001−8.6%
September 8, 2023SoldNSAS O: Morgan Stanley IRA - X141 National Storage Affiliates T$1,001 - $15,0001–
September 8, 2023SoldNSRGYS O: Morgan Stanley IRA - X142 Nestle SA Sponsored ADR repre$1,001 - $15,0001–
September 8, 2023SoldNSCF S: New S O: Morgan Stanley IRA - X141 Norfolk So$1,001 - $15,0001+7.2%
September 8, 2023SoldNOCF S: New S O: Morgan Stanley IRA - X142 Northrop G$1,001 - $15,0001+55.0%
September 8, 2023SoldNXPIF S: New S O: Morgan Stanley IRA - X141 NXP Semico$1,001 - $15,0001+59.4%
September 8, 2023SoldPCARF S: New S O: Morgan Stanley IRA - X141 PACCAR Inc$1,001 - $15,0001+42.1%
September 8, 2023SoldPEPF S: New S O: Morgan Stanley IRA - X141 Pepsico, I$1,001 - $15,0001+100.4%
September 8, 2023SoldPFEF S: New S O: Morgan Stanley IRA - X141 Pfizer, In$1,001 - $15,0001+87.3%
September 8, 2023SoldPXDF S: New S O: Morgan Stanley IRA - X141 Pioneer Na$1,001 - $15,0001–
September 8, 2023SoldPNCF S: New S O: Morgan Stanley IRA - X141 PNC Financ$1,001 - $15,0001−10.6%
September 8, 2023SoldPORF S: New S O: Morgan Stanley IRA - X141 Portland G$1,001 - $15,0001+72.8%
September 8, 2023SoldPGRProgressive Corporation (PGR)$1,001 - $15,0001+15.8%
September 8, 2023SoldPLDF S: New S O: Morgan Stanley IRA - X141 ProLogis, $15,001 - $50,0001+69.6%
September 8, 2023SoldRGLDF S: New S O: Morgan Stanley IRA - X141 Royal Gold$1,001 - $15,0001−40.7%
September 8, 2023SoldSHWF S: New S O: Morgan Stanley IRA - X142 Sherwin-Wi$1,001 - $15,0001+49.1%
September 8, 2023SoldSOF S: New S O: Morgan Stanley IRA - X141 Southern C$1,001 - $15,0001+42.0%
September 8, 2023SoldSSNCF S: New S O: Morgan Stanley IRA - X141 SS&C Techn$1,001 - $15,0001+22.2%
September 8, 2023SoldSUIF S: New S O: Morgan Stanley IRA - X142 Sun Commun$1,001 - $15,0001+75.7%
September 8, 2023SoldTGTF S: New S O: Morgan Stanley IRA - X142 Target Cor$1,001 - $15,0001+46.6%
September 8, 2023SoldTELF S: New S O: Morgan Stanley IRA - X141 TE Connect$1,001 - $15,0001+6.7%
September 8, 2023SoldTXNF S: New S O: Morgan Stanley IRA - X142 Texas Inst$1,001 - $15,0001+3.7%
September 8, 2023SoldCIF S: New S O: Morgan Stanley IRA - X141 The Cigna $15,001 - $50,0001+65.8%
September 8, 2023SoldHSYF S: New S O: Morgan Stanley IRA - X141 The Hershe$1,001 - $15,0001+92.5%
September 8, 2023SoldTMOF S: New S O: Morgan Stanley IRA - X142 Thermo Fis$1,001 - $15,0001+38.8%
September 8, 2023SoldTTF S: New S O: Morgan Stanley IRA - X141 Trane Tech$1,001 - $15,0001−48.9%
September 8, 2023SoldULTAF S: New S O: Morgan Stanley IRA - X142 Ulta Beaut$1,001 - $15,0001+26.0%
September 8, 2023SoldUNPF S: New S O: Morgan Stanley IRA - X142 Union Paci$1,001 - $15,0001+36.9%
September 8, 2023SoldVNTF S: New S O: Morgan Stanley IRA - X141 Vontier Co$1,001 - $15,0001+63.5%
September 8, 2023SoldWRBF S: New S O: Morgan Stanley IRA - X142 W.R. Berkl$1,001 - $15,0001−5.9%
September 8, 2023SoldWATF S: New S O: Morgan Stanley IRA - X142 Waters Cor$1,001 - $15,0001+4.7%
September 8, 2023SoldWSOF S: New S O: Morgan Stanley IRA - X142 Watsco, In$1,001 - $15,0001+87.5%
September 8, 2023SoldXELF S: New S O: Morgan Stanley IRA - X142 Xcel Energ$1,001 - $15,0001+41.6%
September 7, 2023BoughtPCARF S: New S O: Morgan Stanley IRA - X141 PACCAR Inc$1,001 - $15,0001−40.1%
September 6, 2023BoughtABBVF S: New S O: Morgan Stanley IRA - X142 AbbVie Inc$1,001 - $15,0001+23.1%
September 6, 2023Sold someJCIF S: New S O: Morgan Stanley IRA - X141 Johnson Co$1,001 - $15,0001−83.4%
September 6, 2023Sold someMRKF S: New S O: Morgan Stanley IRA - X142 Merck & Co$1,001 - $15,0001+36.6%
September 6, 2023BoughtPCARF S: New S O: Morgan Stanley IRA - X141 PACCAR Inc$1,001 - $15,0001−39.1%
September 1, 2023SoldDGF S: New S O: Morgan Stanley IRA - X142 Dollar Gen$1,001 - $15,0001+67.9%
August 31, 2023Sold someJCIF S: New S O: Morgan Stanley IRA - X141 Johnson Co$1,001 - $15,0001−78.6%
August 30, 2023BoughtABBVF S: New S O: Morgan Stanley IRA - X141 AbbVie Inc$1,001 - $15,0001+21.3%
August 30, 2023Sold someJCIF S: New S O: Morgan Stanley IRA - X141 Johnson Co$1,001 - $15,0001−79.0%
August 10, 2023Sold someJNJ(SHV) [ST] F S: New S O: Morgan Stanley IRA - X142$1,001 - $15,0002+26.0%
August 10, 2023BoughtKVUEF S: New S O: Morgan Stanley IRA - X141 Kenvue Inc$1,001 - $15,0002−93.2%
August 10, 2023SoldWTWF S: New S O: Morgan Stanley IRA - X141 Willis Tow$1,001 - $15,0002+18.8%
August 9, 2023SoldIFFF S: New S O: Morgan Stanley IRA - X142 Internatio$1,001 - $15,0002+31.6%
August 9, 2023BoughtSHVF S: New S O: Morgan Stanley IRA - X142 iShares Sh$1,001 - $15,0002–
August 9, 2023Sold someWTWF S: New S O: Morgan Stanley IRA - X142 Willis Tow$1,001 - $15,0002+19.7%
August 7, 2023SoldNSPF S: New S O: Morgan Stanley IRA - X142 Insperity,$1,001 - $15,0002+119.1%
August 7, 2023BoughtSHVF S: New S O: Morgan Stanley IRA - X142 iShares Sh$1,001 - $15,0002–
August 4, 2023Sold someFLRFluor Corporation (FLR)$1,001 - $15,0002+40.1%
August 4, 2023Sold someNSPF S: New S O: Morgan Stanley IRA - X142 Insperity,$1,001 - $15,0002+118.8%
August 4, 2023Sold someLBRDKF S: New S O: Morgan Stanley IRA - X141 Liberty Br$1,001 - $15,0002–
August 4, 2023SoldSEDGSolarEdge Technologies, Inc. (SEDG)$1,001 - $15,0002+155.5%
August 3, 2023BoughtKVUEF S: New S O: Morgan Stanley IRA - X141 Kenvue Inc$1,001 - $15,0002−94.1%
August 3, 2023BoughtPLDF S: New S O: Morgan Stanley IRA - X141 ProLogis, $1,001 - $15,0002−69.4%
August 2, 2023BoughtKVUEF S: New S O: Morgan Stanley IRA - X141 Kenvue Inc$1,001 - $15,0002−93.3%
August 2, 2023Sold someMRKF S: New S O: Morgan Stanley IRA - X142 Merck & Co$1,001 - $15,0002+34.1%
August 2, 2023BoughtPLDF S: New S O: Morgan Stanley IRA - X141 ProLogis, $1,001 - $15,0002−68.8%
August 2, 2023Sold someTXNF S: New S O: Morgan Stanley IRA - X141 Texas Inst$1,001 - $15,0002+9.6%
July 26, 2023Sold someMSF S: New S O: Morgan Stanley IRA - X141 Morgan Sta$1,001 - $15,0002−25.2%
July 26, 2023BoughtTGTF S: New S O: Morgan Stanley IRA - X142 Target Cor$1,001 - $15,0002−53.0%
July 14, 2023BoughtLKQF S: New S O: Morgan Stanley IRA - X142 LKQ Corpor$1,001 - $15,0003−133.4%
July 14, 2023BoughtWRBW.R. Berkley Corporation (WRB)$1,001 - $15,0003+16.5%
July 13, 2023BoughtDUKF S: New S O: Morgan Stanley IRA - X141 Duke Energ$1,001 - $15,0003−41.5%
July 13, 2023Sold someMARF S: New S O: Morgan Stanley IRA - X142 Marriott I$1,001 - $15,0003−29.8%
July 12, 2023Sold someNXPIF S: New S O: Morgan Stanley IRA - X142 NXP Semico$1,001 - $15,0003+64.0%
July 12, 2023BoughtPLDF S: New S O: Morgan Stanley IRA - X141 ProLogis, $1,001 - $15,0003−71.7%
June 29, 2023BoughtBIOBio-Rad Laboratories, Inc. Class A (BIO)$1,001 - $15,0003−81.9%
June 28, 2023BoughtBIOF S: New S O: Morgan Stanley IRA - X142 Bio-Rad La$1,001 - $15,0003−79.8%
June 28, 2023Sold someBWXTF S: New S O: Morgan Stanley IRA - X142 BWX Techno$1,001 - $15,0003−18.3%
June 28, 2023BoughtDDF S: New S O: Morgan Stanley IRA - X141 DuPont de $1,001 - $15,0003−27.7%
June 28, 2023Sold someHUBBF S: New S O: Morgan Stanley IRA - X141 Hubbell In$1,001 - $15,0003+32.5%
June 28, 2023Sold someMRKF S: New S O: Morgan Stanley IRA - X141 Merck & Co$1,001 - $15,0003+47.7%
June 28, 2023BoughtNSCF S: New S O: Morgan Stanley IRA - X141 Norfolk So$1,001 - $15,0003−31.3%
June 28, 2023BoughtPFEF S: New S O: Morgan Stanley IRA - X141 Pfizer, In$1,001 - $15,0003−95.7%
June 28, 2023Sold someTMOF S: New S O: Morgan Stanley IRA - X141 Thermo Fis$1,001 - $15,0003+40.3%
June 28, 2023Sold someWSOF S: New S O: Morgan Stanley IRA - X142 Watsco, In$1,001 - $15,0003+97.3%
June 21, 2023BoughtCOPF S: New S O: Morgan Stanley IRA - X142 ConocoPhil$1,001 - $15,0003−36.2%
June 21, 2023Sold someETNF S: New S O: Morgan Stanley IRA - X141 Eaton Corp$1,001 - $15,0003−23.4%
June 14, 2023Sold someJPMF S: New S O: Morgan Stanley IRA - X140 > Commonwe$1,001 - $15,0004−60.6%
June 14, 2023BoughtTGTF S: New S O: Morgan Stanley IRA - X141 Target Cor$1,001 - $15,0004−59.0%
June 8, 2023BoughtDF S: New S O: Morgan Stanley IRA - X142 Dominion E$1,001 - $15,0004−60.6%
June 7, 2023BoughtDDominion Energy, Inc. (D)$1,001 - $15,0004−61.1%
June 7, 2023Sold someSHWSherwin-Williams Company (SHW)$1,001 - $15,0004+41.0%
June 6, 2023Sold someDGF S: New S O: Morgan Stanley IRA - X141 Dollar Gen$1,001 - $15,0004+94.8%
June 2, 2023BoughtESF S: New S O: Morgan Stanley IRA - X141 Eversource$1,001 - $15,0004−84.9%
June 2, 2023Sold someGLF S: New S O: Morgan Stanley IRA - X141 Globe Life$1,001 - $15,0004+23.8%
May 31, 2023Sold someBSXF S: New S O: Morgan Stanley IRA - X142 Boston Sci$1,001 - $15,0004+98.5%
May 31, 2023BoughtCIF S: New S O: Morgan Stanley IRA - X141 The Cigna $1,001 - $15,0004−62.5%
May 30, 2023BoughtAREAlexandria Real Estate Equities, Inc. (ARE)$1,001 - $15,0004−146.7%
May 30, 2023BoughtBSXF S: New S O: Morgan Stanley IRA - X142 Boston Sci$1,001 - $15,0004−95.8%
May 26, 2023BoughtWRBF S: New S O: Morgan Stanley IRA - X141 W.R. Berkl$1,001 - $15,0004+13.9%
May 24, 2023BoughtGDF S: New S O: Morgan Stanley IRA - X142 General Dy$1,001 - $15,0004−24.6%
May 24, 2023Sold someJCIF S: New S O: Morgan Stanley IRA - X142 Johnson Co$1,001 - $15,0004−55.3%
May 22, 2023BoughtNSAS O: Morgan Stanley IRA - X141 National Storage Affiliates T$1,001 - $15,0004–
May 19, 2023BoughtNSAS O: Morgan Stanley IRA - X142 National Storage Affiliates T$1,001 - $15,0004–
May 16, 2023BoughtAREF S: New S O: Morgan Stanley IRA - X142 Alexandria$1,001 - $15,0004−152.7%
May 16, 2023BoughtNSAS O: Morgan Stanley IRA - X142 National Storage Affiliates T$1,001 - $15,0004–
May 3, 2023Sold someCMCSAF S: New S O: Morgan Stanley IRA - X142 Comcast Co$1,001 - $15,0005+132.0%
May 3, 2023BoughtPLDF S: New S O: Morgan Stanley IRA - X141 ProLogis, $1,001 - $15,0005−86.9%
May 3, 2023SoldUIF S: New S O: Morgan Stanley IRA - X142 Ubiquiti I$1,001 - $15,0005−81.2%
May 1, 2023Sold someBSXF S: New S O: Morgan Stanley IRA - X141 Boston Sci$1,001 - $15,0005+101.7%
May 1, 2023BoughtWRBW.R. Berkley Corporation (WRB)$1,001 - $15,0005+0.0%
April 26, 2023BoughtPNCF S: New S O: Morgan Stanley IRA - X142 PNC Financ$1,001 - $15,0005−22.7%
April 26, 2023Sold somePPGF S: New S O: Morgan Stanley IRA - X141 PPG Indust$1,001 - $15,0005+112.5%
April 25, 2023BoughtCRLF S: New S O: Morgan Stanley IRA - X142 Charles Ri$1,001 - $15,0005−30.1%
April 24, 2023Sold someHESHess Corporation (HES)$1,001 - $15,0005–
April 24, 2023Sold someHSYF S: New S O: Morgan Stanley IRA - X141 The Hershe$1,001 - $15,0005+122.4%
April 24, 2023Sold someVNTF S: New S O: Morgan Stanley IRA - X142 Vontier Co$1,001 - $15,0005+66.7%
April 19, 2023Sold someBSXBoston Scientific Corporation (BSX)$1,001 - $15,0005+102.4%
April 19, 2023Sold someEPAMF S: New S O: Morgan Stanley IRA - X141 EPAM Syste$1,001 - $15,0005+144.1%
April 19, 2023Sold someITF S: New S O: Morgan Stanley IRA - X142 Gartner, I$1,001 - $15,0005+118.9%
April 19, 2023BoughtPNCF S: New S O: Morgan Stanley IRA - X141 PNC Financ$1,001 - $15,0005−18.9%
April 19, 2023Sold somePPGF S: New S O: Morgan Stanley IRA - X141 PPG Indust$1,001 - $15,0005+109.7%
April 19, 2023Sold someUIF S: New S O: Morgan Stanley IRA - X142 Ubiquiti I$1,001 - $15,0005−64.8%
April 5, 2023BoughtCIF S: New S O: Morgan Stanley IRA - X141 The Cigna $1,001 - $15,0006−75.7%
March 29, 2023BoughtAXPAmerican Express Company (AXP)$1,001 - $15,0006−0.6%
March 29, 2023Sold someBSXF S: New S O: Morgan Stanley IRA - X142 Boston Sci$1,001 - $15,0006+101.9%
March 22, 2023BoughtCOPF S: New S O: Morgan Stanley IRA - X141 ConocoPhil$1,001 - $15,0006−47.9%
March 22, 2023Sold someITWF S: New S O: Morgan Stanley IRA - X142 Illinois T$1,001 - $15,0006+79.5%
March 22, 2023BoughtJPMF S: New S O: Morgan Stanley IRA - X141 JP Morgan $1,001 - $15,0006+67.0%
March 22, 2023Sold somePGRF S: New S O: Morgan Stanley IRA - X141 Progressiv$1,001 - $15,0006+40.5%
March 20, 2023SoldBOHF S: New S O: Morgan Stanley IRA - X141 Bank of Ha$1,001 - $15,0006+64.1%
March 20, 2023Sold someHALF S: New S O: Morgan Stanley IRA - X142 Halliburto$1,001 - $15,0006+88.8%
March 16, 2023SoldFRCF S: New S O: Morgan Stanley IRA - X141 FIRST REPU$1,001 - $15,0006–
March 16, 2023Sold someFLRF S: New S O: Morgan Stanley IRA - X142 Fluor Corp$1,001 - $15,0006+36.0%
March 16, 2023Sold someULTAF S: New S O: Morgan Stanley IRA - X141 Ulta Beaut$1,001 - $15,0006+76.3%
March 2, 2023BoughtJPMF S: New S O: Morgan Stanley IRA - X141 JP Morgan $1,001 - $15,0007+43.8%
March 1, 2023BoughtCF S: New S O: Morgan Stanley IRA - X141 Citigroup,$1,001 - $15,0007+45.8%
March 1, 2023Sold somePNCF S: New S O: Morgan Stanley IRA - X141 PNC Financ$1,001 - $15,0007+57.0%
February 22, 2023BoughtCCitigroup, Inc. (C)$1,001 - $15,0007+54.7%
February 22, 2023Sold someNXPIF S: New S O: Morgan Stanley IRA - X141 NXP Semico$1,001 - $15,0007+63.6%
February 22, 2023Sold somePNCF S: New S O: Morgan Stanley IRA - X141 PNC Financ$1,001 - $15,0007+56.1%
February 23, 2023BoughtTELF S: New S O: Morgan Stanley IRA - X141 TE Connect$1,001 - $15,0008−25.6%
February 20, 2023Sold somePPGF S: New S O: Morgan Stanley IRA - X141 PPG Indust$1,001 - $15,0008+108.0%
February 20, 2023BoughtSHWF S: New S O: Morgan Stanley IRA - X141 Sherwin-Wi$1,001 - $15,0008−42.5%
February 17, 2023Sold someFLRF S: New S O: Morgan Stanley IRA - X141 Fluor Corp$1,001 - $15,0008+59.4%
February 17, 2023BoughtIFFF S: New S O: Morgan Stanley IRA - X142 Internatio$1,001 - $15,0008−95.9%
February 17, 2023BoughtLAMRF S: New S O: Morgan Stanley IRA - X141 Lamar Adve$1,001 - $15,0008−52.1%
February 8, 2023BoughtJNJF S: New S O: Morgan Stanley IRA - X142 Johnson & $1,001 - $15,0008−33.1%
February 2, 2023SoldBLKF S: New S O: Morgan Stanley IRA - X142 BlackRock,$1,001 - $15,0008+38.0%
February 1, 2023Sold someBLKF S: New S O: Morgan Stanley IRA - X141 BlackRock,$1,001 - $15,0008+39.1%
February 1, 2023BoughtPFEF S: New S O: Morgan Stanley IRA - X142 Pfizer, In$1,001 - $15,0008−120.9%
January 31, 2023BoughtLNTAlliant Energy Corporation (LNT)$1,001 - $15,0008−65.7%
January 31, 2023BoughtADSKF S: New S O: Morgan Stanley IRA - X142 Autodesk, $1,001 - $15,0008−78.4%
January 31, 2023SoldHASF S: New S O: Morgan Stanley IRA - X142 Hasbro, In$1,001 - $15,0008+23.6%
January 31, 2023SoldLSXMKF S: New S O: Morgan Stanley IRA - X142 Liberty Me$1,001 - $15,0008–
January 11, 2023BoughtACNAccenture plc Class A Ordinary Shares (ACN)$1,001 - $15,0009−113.4%
January 11, 2023BoughtJCIF S: New S O: Morgan Stanley IRA - X142 Johnson Co$1,001 - $15,0009+23.3%
January 11, 2023BoughtSHW(NOC) [ST] F S: New S O: Morgan Stanley IRA - X141$1,001 - $15,0009−56.9%
January 5, 2023BoughtDEOF S: New S O: Morgan Stanley IRA - X141 Diageo plc$1,001 - $15,0009−149.8%
January 5, 2023Sold someFLRF S: New S O: Morgan Stanley IRA - X141 Fluor Corp$1,001 - $15,0009+53.3%
January 5, 2023SoldHPPF S: New S O: Morgan Stanley IRA - X142 Hudson Pac$1,001 - $15,0009+186.1%
January 4, 2023BoughtDEOF S: New S O: Morgan Stanley IRA - X141 Diageo plc$1,001 - $15,0009−148.2%
December 8, 2022Sold someHPPF S: New S O: Morgan Stanley IRA - X141 Hudson Pac$1,001 - $15,00010+178.6%
December 8, 2022BoughtPLDF S: New S O: Morgan Stanley IRA - X141 ProLogis, $1,001 - $15,00010−86.8%
December 7, 2022SoldBLKF S: New S O: Morgan Stanley IRA - X141 BlackRock,$1,001 - $15,00010+36.3%
December 7, 2022BoughtPLDF S: New S O: Morgan Stanley IRA - X141 ProLogis, $1,001 - $15,00010−86.9%
December 1, 2022BoughtDF S: New S O: Morgan Stanley IRA - X141 Dominion E$1,001 - $15,00010−84.2%
November 30, 2022Sold someBLKBlackRock, Inc. (BLK)$1,001 - $15,00010+30.9%
November 30, 2022BoughtDF S: New S O: Morgan Stanley IRA - X142 Dominion E$1,001 - $15,00010−85.3%
November 30, 2022Sold someDDF S: New S O: Morgan Stanley IRA - X141 DuPont de $1,001 - $15,00010+41.9%
November 30, 2022BoughtPLDF S: New S O: Morgan Stanley IRA - X142 ProLogis, $1,001 - $15,00010−81.5%
November 30, 2022BoughtUNPF S: New S O: Morgan Stanley IRA - X141 Union Paci$1,001 - $15,00010−56.5%
November 22, 2022SoldCARGF S: New S O: Morgan Stanley IRA - X141 CarGurus, $1,001 - $15,00010−29.7%
November 9, 2022BoughtPLDF S: New S O: Morgan Stanley IRA - X141 ProLogis, $1,001 - $15,00011−89.6%
November 2, 2022Sold someCIF S: New S O: Morgan Stanley IRA - X142 Cigna Corp$1,001 - $15,00011+111.7%
November 2, 2022BoughtPLDF S: New S O: Morgan Stanley IRA - X141 ProLogis, $1,001 - $15,00011−87.0%
October 27, 2022BoughtCOLDAmericold Realty Trust, Inc. (COLD)$1,001 - $15,00011−144.9%
October 26, 2022BoughtHALF S: New S O: Morgan Stanley IRA - X141 Halliburto$1,001 - $15,00011−111.9%
October 26, 2022Sold someJNJF S: New S O: Morgan Stanley IRA - X142 Johnson & $1,001 - $15,00011+55.0%
October 26, 2022BoughtPFEF S: New S O: Morgan Stanley IRA - X141 Pfizer, In$1,001 - $15,00011−138.1%
October 24, 2022Sold someNSPF S: New S O: Morgan Stanley IRA - X142 Insperity,$1,001 - $15,00011+157.2%
October 21, 2022Sold someNSPF S: New S O: Morgan Stanley IRA - X142 Insperity,$1,001 - $15,00011+159.3%
October 19, 2022BoughtGDF S: New S O: Morgan Stanley IRA - X141 General Dy$1,001 - $15,00011−68.6%
October 19, 2022Sold someNOCF S: New S O: Morgan Stanley IRA - X141 Northrop G$1,001 - $15,00011+111.6%
October 13, 2022Sold someBRF S: New S O: Morgan Stanley IRA - X141 Broadridge$1,001 - $15,00012+88.2%
October 12, 2022BoughtCMCSAF S: New S O: Morgan Stanley IRA - X142 Comcast Co$1,001 - $15,00012−135.0%
October 12, 2022SoldDHRF S: New S O: Morgan Stanley IRA - X141 Danaher Co$1,001 - $15,00012+113.8%
October 7, 2022SoldEXPEF S: New S O: Morgan Stanley IRA - X142 Expedia Gr$1,001 - $15,00012−94.9%
October 7, 2022BoughtHALF S: New S O: Morgan Stanley IRA - X142 Halliburto$1,001 - $15,00012−104.6%
September 28, 2022BoughtBSXBoston Scientific Corporation (BSX)$1,001 - $15,00012−94.9%
September 28, 2022Sold someDHRF S: New S O: Morgan Stanley IRA - X141 Danaher Co$1,001 - $15,00012+111.3%
September 28, 2022Sold somePGRF S: New S O: Morgan Stanley IRA - X142 Progressiv$1,001 - $15,00012+28.7%
September 28, 2022BoughtTGTF S: New S O: Morgan Stanley IRA - X142 Target Cor$1,001 - $15,00012−107.8%
September 23, 2022BoughtVNTF S: New S O: Morgan Stanley IRA - X142 Vontier Co$1,001 - $15,00012−27.3%
September 21, 2022Sold someUIF S: New S O: Morgan Stanley IRA - X141 Ubiquiti I$1,001 - $15,00012−4.6%
September 20, 2022Sold someCARGF S: New S O: Morgan Stanley IRA - X142 CarGurus, $1,001 - $15,00012+3.0%
September 20, 2022Sold someUIF S: New S O: Morgan Stanley IRA - X142 Ubiquiti I$1,001 - $15,00012−4.4%
September 19, 2022Sold someEPAM[ST] F S: New S O: Morgan Stanley IRA - X142 EPAM $1,001 - $15,00012+168.3%
September 19, 2022Sold someSEDGF S: New S O: Morgan Stanley IRA - X141 SolarEdge $1,001 - $15,00012+188.4%
September 14, 2022Sold someACNAccenture plc Class A Ordinary Shares (ACN)$1,001 - $15,00013+113.1%
September 14, 2022Sold someDHRF S: New S O: Morgan Stanley IRA - X141 Danaher Co$1,001 - $15,00013+103.9%
September 14, 2022BoughtKLACF S: New S O: Morgan Stanley IRA - X141 KLA Corpor$1,001 - $15,00013+307.7%
September 12, 2022BoughtADIF S: New S O: Morgan Stanley IRA - X141 Analog Dev$1,001 - $15,00013+66.3%
September 7, 2022Sold someACNF S: New S O: Morgan Stanley IRA - X141 Accenture $1,001 - $15,00013+113.9%
September 7, 2022Sold someCLF S: New S O: Morgan Stanley IRA - X142 Colgate-Pa$1,001 - $15,00013+74.2%
September 7, 2022Sold someETNF S: New S O: Morgan Stanley IRA - X141 Eaton Corp$1,001 - $15,00013−82.9%
September 7, 2022BoughtKLACKLA Corporation (KLAC)$1,001 - $15,00013+322.4%
September 7, 2022BoughtLOWF S: New S O: Morgan Stanley IRA - X141 Lowe's Com$1,001 - $15,00013−96.8%
September 7, 2022BoughtTGTF S: New S O: Morgan Stanley IRA - X141 Target Cor$1,001 - $15,00013−102.3%
August 10, 2022Sold someCLF S: New S O: Morgan Stanley IRA - X142 Colgate-Pa$1,001 - $15,00014+66.6%
August 10, 2022BoughtTGTF S: New S O: Morgan Stanley IRA - X141 Target Cor$1,001 - $15,00014−91.4%
August 3, 2022BoughtGDF S: New S O: Morgan Stanley IRA - X141 General Dy$1,001 - $15,00014−40.1%
August 3, 2022Sold someNOCF S: New S O: Morgan Stanley IRA - X142 Northrop G$1,001 - $15,00014+82.5%
July 28, 2022BoughtAREAlexandria Real Estate Equities, Inc. (ARE)$1,001 - $15,00014−164.6%
July 28, 2022SoldBURLF S: New S O: Morgan Stanley IRA - X142 Burlington$1,001 - $15,00014+7.8%
July 28, 2022SoldZBHF S: New S O: Morgan Stanley IRA - X142 Zimmer Bio$1,001 - $15,00014+104.9%
July 27, 2022SoldGXOF S: New S O: Morgan Stanley IRA - X141 GXO Logist$1,001 - $15,00014+88.1%
July 25, 2022BoughtLKQF S: New S O: Morgan Stanley IRA - X142 LKQ Corpor$1,001 - $15,00014−153.1%
July 22, 2022Sold someADIF S: New S O: Morgan Stanley IRA - X142 Analog Dev$1,001 - $15,00014−46.9%
July 22, 2022Sold someCBOEF S: New S O: Morgan Stanley IRA - X142 Cboe Globa$1,001 - $15,00014−59.2%
July 22, 2022Sold someHUBBF S: New S O: Morgan Stanley IRA - X142 Hubbell In$1,001 - $15,00014−44.6%
July 22, 2022BoughtTTTrane Technologies plc (TT)$1,001 - $15,00014+133.2%
July 21, 2022Sold someCLF S: New S O: Morgan Stanley IRA - X141 Colgate-Pa$1,001 - $15,00014+70.0%
July 20, 2022BoughtCOPF S: New S O: Morgan Stanley IRA - X141 ConocoPhil$1,001 - $15,00014−34.0%
July 20, 2022BoughtGDF S: New S O: Morgan Stanley IRA - X141 General Dy$1,001 - $15,00014−40.0%
July 20, 2022Sold someTTF S: New S O: Morgan Stanley IRA - X141 Trane Tech$1,001 - $15,00014−148.0%
July 19, 2022Sold someHPPF S: New S O: Morgan Stanley IRA - X142 Hudson Pac$1,001 - $15,00014+185.9%
July 15, 2022Sold someHPPF S: New S O: Morgan Stanley IRA - X141 Hudson Pac$1,001 - $15,00015+189.1%
July 13, 2022Sold someTTF S: New S O: Morgan Stanley IRA - X141 Trane Tech$1,001 - $15,00015−154.7%
June 29, 2022Sold someSWKF S: New S O: Morgan Stanley IRA - X142 Stanley Bl$1,001 - $15,00015+115.5%
June 22, 2022BoughtAXPAmerican Express Company (AXP)$1,001 - $15,00015+11.0%
June 22, 2022Sold someDUKF S: New S O: Morgan Stanley IRA - X141 Duke Energ$1,001 - $15,00015+84.9%
June 15, 2022BoughtCMCSAF S: New S O: Morgan Stanley IRA - X141 Comcast Co$1,001 - $15,00015−145.3%
June 14, 2022SoldHELEF S: New S O: Morgan Stanley IRA - X142 Helen of T$1,001 - $15,00016+187.7%
June 13, 2022Sold someZBHF S: New S O: Morgan Stanley IRA - X141 Zimmer Bio$1,001 - $15,00016+120.1%
June 1, 2022BoughtBLKBlackRock, Inc. (BLK)$1,001 - $15,00016−16.7%
June 1, 2022Sold someMRKF S: New S O: Morgan Stanley IRA - X142 Merck & Co$1,001 - $15,00016+29.1%
May 25, 2022Sold someGXOF S: New S O: Morgan Stanley IRA - X141 GXO Logist$1,001 - $15,00016+105.3%
May 18, 2022Sold someCIF S: New S O: Morgan Stanley IRA - X141 Cigna Corp$1,001 - $15,00016+79.6%
May 18, 2022BoughtFRCF S: New S O: Morgan Stanley IRA - X141 FIRST REPU$1,001 - $15,00016–
May 18, 2022BoughtGDF S: New S O: Morgan Stanley IRA - X142 General Dy$1,001 - $15,00016−47.8%
May 11, 2022SoldCF S: New S O: Morgan Stanley IRA - X142 Citigroup,$1,001 - $15,00017−64.2%
May 11, 2022BoughtJCIF S: New S O: Morgan Stanley IRA - X141 Johnson Co$1,001 - $15,00017+92.8%
May 4, 2022BoughtGDF S: New S O: Morgan Stanley IRA - X141 General Dy$1,001 - $15,00017−41.1%
May 4, 2022Sold someJNJF S: New S O: Morgan Stanley IRA - X142 Johnson & $1,001 - $15,00017+39.3%
May 2, 2022SoldYAlleghany Corporation (Y)$1,001 - $15,00017–
May 2, 2022BoughtCOLDF S: New S O: Morgan Stanley IRA - X142 Americold $1,001 - $15,00017−132.6%
April 29, 2022Sold someYF S: New S O: Morgan Stanley IRA - X142 Alleghany $1,001 - $15,00017–
April 29, 2022BoughtCOLDF S: New S O: Morgan Stanley IRA - X142 Americold $1,001 - $15,00017−134.9%
April 27, 2022Sold someCF S: New S O: Morgan Stanley IRA - X141 Citigroup,$1,001 - $15,00017−65.6%
April 27, 2022BoughtGXOF S: New S O: Morgan Stanley IRA - X141 GXO Logist$1,001 - $15,00017−108.0%
April 27, 2022BoughtPXDF S: New S O: Morgan Stanley IRA - X141 Pioneer Na$1,001 - $15,00017–
April 25, 2022BoughtAVYF S: New S O: Morgan Stanley IRA - X142 Avery Denn$1,001 - $15,00017−76.2%
April 25, 2022Sold someJNJF S: New S O: Morgan Stanley IRA - X141 Johnson & $1,001 - $15,00017+43.9%
April 25, 2022BoughtSHWF S: New S O: Morgan Stanley IRA - X141 Sherwin-Wi$1,001 - $15,00017−44.3%
April 25, 2022BoughtVNTF S: New S O: Morgan Stanley IRA - X141 Vontier Co$1,001 - $15,00017−55.2%
April 13, 2022Sold someCBChubb Limited (CB)$1,001 - $15,00018+5.1%
April 13, 2022SoldFISF S: New S O: Morgan Stanley IRA - X141 Fidelity N$1,001 - $15,00018+138.6%
April 13, 2022BoughtSHWF S: New S O: Morgan Stanley IRA - X141 Sherwin-Wi$1,001 - $15,00018−43.7%
April 6, 2022Sold someFISF S: New S O: Morgan Stanley IRA - X141 Fidelity N$1,001 - $15,00018+137.4%
April 6, 2022BoughtNXPIOrdinary Share (JCI) [ST] F S: New S O: Morgan Sta$1,001 - $15,00018−40.1%
March 30, 2022Sold someCF S: New S O: Morgan Stanley IRA - X141 Citigroup,$1,001 - $15,00018−57.8%
March 30, 2022BoughtPXDF S: New S O: Morgan Stanley IRA - X141 Pioneer Na$1,001 - $15,00018–
March 24, 2022BoughtJCIF S: New S O: Morgan Stanley IRA - X141 Johnson Co$1,001 - $15,00018+53.8%
March 23, 2022Sold someCF S: New S O: Morgan Stanley IRA - X141 Citigroup,$1,001 - $15,00018−46.6%
March 9, 2022BoughtMARfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00019+61.3%
March 9, 2022Sold someNOCfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00019+69.5%
March 9, 2022Sold someSOg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00019+47.7%
March 9, 2022BoughtTXNfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00019−18.7%
March 8, 2022SoldIAAg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00019–
March 8, 2022BoughtMCKg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00019+180.7%
March 8, 2022Sold someSEDGfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00019+175.9%
March 2, 2022Boughtg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00019–
March 2, 2022Sold someMCKMcKesson Corporation (MCK)$1,001 - $15,00019−188.5%
February 22, 2022BoughtACNAccenture plc Class A Ordin aryShares (ACN)$1,001 - $15,00019−108.1%
February 22, 2022SoldfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00019–
February 22, 2022SoldMDTfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00019+87.6%
February 22, 2022BoughtPFEg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00019−117.7%
February 21, 2022Sold somefedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00019–
February 14, 2022Soldg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00020–
February 10, 2022SoldHXLg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00020+7.5%
February 10, 2022Sold someKimberly-Clark Corporation (KMb)$1,001 - $15,00020–
February 9, 2022Sold somefedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00020–
February 9, 2022Sold someMDTfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00020+78.7%
February 9, 2022BoughtNXPIg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00020−58.5%
February 9, 2022BoughtPFEF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 Pfiz$1,001 - $15,00020−111.5%
February 7, 2022Sold someA.O. Smith Corporation ( AOS)$1,001 - $15,00020–
February 7, 2022SoldCLXg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00020+113.0%
February 7, 2022BoughtMCKg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00020+197.0%
February 7, 2022Sold someSSNCfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00020+67.0%
February 3, 2022Sold someMDTfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00020+79.4%
February 2, 2022Sold someMDTfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00020+76.4%
February 2, 2022BoughtPFEg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00020−114.1%
February 2, 2022BoughtPPGg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00020−100.4%
January 27, 2022BoughtFANGfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00020−20.4%
January 26, 2022Sold someCg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00020−13.8%
January 20, 2022BoughtMCKg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00020+223.8%
January 19, 2022Sold someLMTfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00020+29.7%
January 13, 2022BoughtKKRg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00021−40.7%
January 12, 2022BoughtKKRg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00021−42.4%
January 12, 2022Sold someLMTfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00021+16.4%
January 11, 2022BoughtFANGfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00021−0.3%
January 11, 2022SoldDCIg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00021+13.7%
January 11, 2022BoughtHESg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00021–
January 11, 2022Boughtg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00021–
January 11, 2022SoldOLLIfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00021−34.6%
January 10, 2022Sold somebWX Technologies, Inc. (bWXT)$1,001 - $15,00021–
January 10, 2022BoughtFANGfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00021+2.3%
January 10, 2022Sold someEXPDfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00021+8.8%
January 10, 2022Sold someITg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00021+95.2%
January 10, 2022BoughtHESHess Corporation (HES)$1,001 - $15,00021–
January 10, 2022Sold someOLLIfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00021−31.8%
January 10, 2022BoughtPPGg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00021−100.9%
January 10, 2022Sold someSEDGfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00021+153.5%
December 15, 2021Sold somefedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00022–
December 10, 2021Boughtg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00022–
December 10, 2021BoughtNSPg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00022−118.7%
December 10, 2021BoughtfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00022–
December 9, 2021BoughtDDg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00022−33.3%
December 9, 2021Sold someEPAMEPAM Systems, Inc. (EPAM)$1,001 - $15,00022+148.0%
December 9, 2021Sold someFRCg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00022–
December 8, 2021SoldINTCg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00022−19.9%
December 5, 2021SoldXRAYg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00022+151.1%
December 3, 2021BoughtAXPAmerican Express Company (AXP)$1,001 - $15,00022+30.9%
December 3, 2021Sold someg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00022–
December 3, 2021Sold someXRAYg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00022+152.8%
December 3, 2021Sold someINTCg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00022−23.4%
December 3, 2021BoughtMRKfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00022+27.8%
November 18, 2021BoughtDDg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00023−33.6%
November 18, 2021Sold someNDAQg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00023+29.9%
November 18, 2021Sold someNDAQNasdaq, Inc. (NDAQ)$1,001 - $15,00023+29.9%
November 17, 2021Sold someACNAccenture plc Class A Ordin aryShares (ACN)$1,001 - $15,00023+103.3%
November 17, 2021BoughtAXPg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00023+9.7%
November 17, 2021BoughtDDg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00023−33.8%
November 17, 2021BoughtMARfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00023+81.3%
November 17, 2021Sold someTMOfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00023+55.6%
November 11, 2021SoldETNfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00024−63.8%
November 10, 2021BoughtAXPAmerican Express Company (AXP)$1,001 - $15,00024+6.4%
November 10, 2021Sold someETNfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00024−61.2%
October 6, 2021Sold someAONAon plc Class A Ordin ary Shares(AON)$1,001 - $15,00025+76.9%
October 6, 2021BoughtKKRg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00025−35.8%
September 30, 2021BoughtKKRg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00025−35.9%
September 29, 2021Sold somePNCfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 $1,001 - $15,00025+68.8%
September 28, 2021BoughtMKLMarkel Corporation (MKL)$1,001 - $15,00025−25.2%
September 28, 2021BoughtOLLIfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00025−32.6%
September 27, 2021BoughtfedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 $1,001 - $15,00025–
September 27, 2021SoldHSTg fedcF ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X14$1,001 - $15,00025+34.1%

Showing the latest 400 of 655 trades.

Sources

Each trade links to the report it was filed on.

  1. 1
    Lois Frankel: periodic transaction report filed October 10, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023816.pdf
    H20023816
  2. 2
    Lois Frankel: periodic transaction report filed August 26, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023573.pdf
    H20023573
  3. 3
    Lois Frankel: periodic transaction report filed July 28, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023369.pdf
    H20023369
  4. 4
    Lois Frankel: periodic transaction report filed June 24, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023194.pdf
    H20023194
  5. 5
    Lois Frankel: periodic transaction report filed May 19, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022974.pdf
    H20022974
  6. 6
    Lois Frankel: periodic transaction report filed April 28, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022805.pdf
    H20022805
  7. 7
    Lois Frankel: periodic transaction report filed April 3, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022571.pdf
    H20022571
  8. 8
    Lois Frankel: periodic transaction report filed March 13, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022557.pdf
    H20022557
  9. 9
    Lois Frankel: periodic transaction report filed February 3, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022357.pdf
    H20022357
  10. 10
    Lois Frankel: periodic transaction report filed January 6, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022218.pdf
    H20022218
  11. 11
    Lois Frankel: periodic transaction report filed November 18, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20022017.pdf
    H20022017
  12. 12
    Lois Frankel: periodic transaction report filed October 24, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021881.pdf
    H20021881
  13. 13
    Lois Frankel: periodic transaction report filed September 20, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021732.pdf
    H20021732
  14. 14
    Lois Frankel: periodic transaction report filed August 31, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021618.pdf
    H20021618
  15. 15
    Lois Frankel: periodic transaction report filed July 22, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021425.pdf
    H20021425
  16. 16
    Lois Frankel: periodic transaction report filed June 16, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021233.pdf
    H20021233
  17. 17
    Lois Frankel: periodic transaction report filed June 9, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020929.pdf
    H20020929
  18. 18
    Lois Frankel: periodic transaction report filed May 3, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020919.pdf
    H20020919
  19. 19
    Lois Frankel: periodic transaction report filed April 6, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020648.pdf
    H20020648
  20. 20
    Lois Frankel: periodic transaction report filed February 27, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020470.pdf
    H20020470
  21. 21
    Lois Frankel: periodic transaction report filed February 16, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020401.pdf
    H20020401
  22. 22
    Lois Frankel: periodic transaction report filed January 16, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020235.pdf
    H20020235
  23. 23
    Lois Frankel: periodic transaction report filed December 30, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20020112.pdf
    H20020112
  24. 24
    Lois Frankel: periodic transaction report filed December 21, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20020021.pdf
    H20020021
  25. 25
    Lois Frankel: periodic transaction report filed November 1, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019707.pdf
    H20019707