VZ Verizon Communications | $37.70 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +7.7%
|
ABBV AbbVie | $154.97 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.7%
|
AMZN Amazon.com | $151.94 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +26.5%
|
JEF Jefferies Financial Group | $40.41 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +32.4%
|
UNP Union Pacific | $245.62 -0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +27.2%
|
KLAC KLA | $581.30 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +26.0%
|
CSCO Cisco Systems | $50.52 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +1.3%
|
OCLCF Oracle Co. Japan | $75.00
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +23.0%
|
AMAT Applied Materials | $162.07 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +19.1%
|
WFC Wells Fargo & Company | $49.22 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +19.4%
|
USB U.S. Bancorp | $43.28 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +41.1%
|
REIT ALPS Active REIT ETF | $26.26 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.2%
|
CVS CVS Health | $78.96 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.7%
|
AEP American Electric Power | $81.22 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -1.3%
|
WBA Walgreens Boots Alliance | $26.11 -1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -13.0%
|
BAC Bank of America | $33.67 -0.6% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
DE Deere & Company | $399.87 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.9%
|
CAT Caterpillar | $295.67 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +39.6%
|
NTAP NetApp | $88.16 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +26.2%
|
C Citigroup | $51.44 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +15.3%
|
PFE Pfizer | $28.79
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -23.4%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $93.25 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.1%
|
BMO Bank of Montreal | $98.94 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.4%
|
ARCC Ares Capital | $20.03 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.3%
|
SPGI S&P Global | $440.52 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.9%
|
ROP Roper Technologies | $545.17 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.3%
|
BRK.B Berkshire Hathaway | $356.66 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.8%
|
BDX Becton, Dickinson and Company | $243.83 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.9%
|
BCE BCE | $39.38 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.6%
|
BAC Bank of America | $33.67 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.5%
|
AGR Avangrid | $32.41 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.0%
|
T AT&T | $16.78 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.8%
|
ASML ASML | $756.92 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.8%
|
AON AON | $291.02 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.5%
|
BUD Anheuser-Busch InBev SA/NV | $64.62 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.6%
|
AWK American Water Works | $131.99 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.3%
|
AEP American Electric Power | $81.22 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.6%
|
ADBE Adobe | $596.60 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.2%
|
ACN Accenture | $350.91 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.3%
|
PWR Quanta Services | $215.80 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.8%
|
KO Coca-Cola | $58.93 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.4%
|
CME CME Group | $210.60 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.0%
|
CSCO Cisco Systems | $50.52 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.0%
|
CTAS Cintas | $602.66 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.8%
|
CINF Cincinnati Financial | $103.46 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.0%
|
BX Blackstone | $130.92 -1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.7%
|
NNN NNN REIT | $43.10 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.3%
|
NEE NextEra Energy | $60.74 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.2%
|
MAA Mid-America Apartment Communities | $134.46 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.0%
|
MET MetLife | $66.13 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.3%
|
MRK Merck & Co., Inc. | $109.02 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.9%
|
MCD McDonald's | $296.51 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.8%
|
MA Mastercard | $426.51 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.3%
|
LCID Lucid Group | $4.21 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -44.7%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.4%
|
IPG Interpublic Group of Companies | $32.64 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.9%
|
HCA HCA Healthcare | $270.68 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.5%
|
HIG The Hartford Financial Services Group | $80.38 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.1%
|
GILD Gilead Sciences | $81.01 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.3%
|
GIS General Mills | $65.14 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -22.9%
|
FHN First Horizon | $14.16 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.9%
|
FITB Fifth Third Bancorp | $34.49 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.7%
|
ES Eversource Energy | $61.72 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.9%
|
EQIX Equinix | $805.39 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.9%
|
ETR Entergy | $101.19 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.1%
|
EMR Emerson Electric | $97.33 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.2%
|
EW Edwards Lifesciences | $76.25 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.6%
|
DUK Duke Energy | $97.04 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.2%
|
D Dominion Energy | $47.00 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.8%
|
DECK Deckers Outdoor | $668.43 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.5%
|
DHR Danaher | $231.34 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.4%
|
COST Costco Wholesale | $660.08 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.7%
|
CMCSA Comcast | $43.85 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.2%
|
CCI Crown Castle | $115.19 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.6%
|
QCOM QUALCOMM | $144.63 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +39.0%
|
PLD Prologis | $133.30 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.3%
|
PG Procter & Gamble | $146.54 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.8%
|
PEP PepsiCo | $169.84 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.6%
|
PAYX Paychex | $119.11 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.4%
|
ODFL Old Dominion Freight Line | $405.33 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.7%
|
NXPI NXP Semiconductors | $229.68 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.0%
|
TMUS T-Mobile US | $160.33 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.1%
|
SON Sonoco Products | $55.87 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.9%
|
ZTS Zoetis | $197.37 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.4%
|
DIS Walt Disney | $90.29 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.4%
|
SHW Sherwin-Williams | $311.90 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.7%
|
TJX TJX Companies | $93.81 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.5%
|
VZ Verizon Communications | $37.70 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.3%
|
UNH UnitedHealth Group | $526.47 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.2%
|
V Visa | $260.35 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.6%
|
TMO Thermo Fisher Scientific | $530.79 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.9%
|
TRU TransUnion | $68.71 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.1%
|
TT Trane Technologies | $243.90 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.6%
|
SO Southern | $70.12 -0.1% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +0.4%
|
SBUX Starbucks | $96.01 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.5%
|
BAC Bank of America | $33.67 -0.6% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -3.6%
|
BDX Becton, Dickinson and Company | $243.83 +0.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -7.2%
|
GILD Gilead Sciences | $81.01 -0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +24.1%
|
PWR Quanta Services | $215.80 -0.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +47.0%
|
BUD Anheuser-Busch InBev SA/NV | $64.62 -0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +29.5%
|
CRL Charles River Laboratories International | $236.40 -1.0% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +10.5%
|
AMAT Applied Materials | $162.07 -0.6% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +54.4%
|
DIS Walt Disney | $90.29 -0.1% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -23.1%
|
EXPE Expedia Group | $151.79 -1.0% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +40.0%
|
KLAC KLA | $581.30 -0.8% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +83.5%
|
KLAC KLA | $581.30 -0.8% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +83.5%
|
ALLY Ally Financial | $34.92 -0.6% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +0.3%
|
SYF Synchrony Financial | $38.19 -0.5% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +0.3%
|
KLAC KLA | $581.30 -0.8% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +58.4%
|
UNP Union Pacific | $245.62 -0.2% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -4.7%
|
UNP Union Pacific | $245.62 -0.2% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -4.7%
|
KLAC KLA | $581.30 -0.8% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +58.4%
|
C Citigroup | $51.44 -0.2% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | -9.1%
|
AMZN Amazon.com | $151.94 -0.9% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +4.3%
|
AMZN Amazon.com | $151.94 -0.9% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | -10.9%
|
HD Home Depot | $346.55 -0.2% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +2.4%
|
LCID Lucid Group | $4.21 -1.2% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -81.4%
|
WMT Walmart | $157.65 +0.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +13.9%
|
PFE Pfizer | $28.79
| Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -30.5%
|
CAT Caterpillar | $295.67 -0.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +53.6%
|
WFC Wells Fargo & Company | $49.22 -0.5% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +2.6%
|
FHN First Horizon | $14.16 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -13.1%
|
ES Eversource Energy | $61.72 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.5%
|
EXPE Expedia Group | $151.79 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.4%
|
MRK Merck & Co., Inc. | $109.02 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +52.2%
|
MA Mastercard | $426.51 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.7%
|
HCA HCA Healthcare | $270.68 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.5%
|
HIG The Hartford Financial Services Group | $80.38 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.4%
|
GIS General Mills | $65.14 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +8.9%
|
FITB Fifth Third Bancorp | $34.49 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -18.7%
|
AMZN Amazon.com | $151.94 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.5%
|
AEP American Electric Power | $81.22 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | 0.0%
|
AWK American Water Works | $131.99 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.9%
|
AMAT Applied Materials | $162.07 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +25.9%
|
ASML ASML | $756.92 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.6%
|
T AT&T | $16.78 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -37.9%
|
BCE BCE | $39.38 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.3%
|
CRL Charles River Laboratories International | $236.40 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -42.7%
|
CSCO Cisco Systems | $50.52 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.2%
|
DHR Danaher | $231.34 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.0%
|
EQIX Equinix | $805.39 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.9%
|
TJX TJX Companies | $93.81 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +42.2%
|
SPGI S&P Global | $440.52 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +3.7%
|
ROP Roper Technologies | $545.17 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.2%
|
QCOM QUALCOMM | $144.63 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +12.1%
|
PLD Prologis | $133.30 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +6.3%
|
PFE Pfizer | $28.79
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -33.1%
|
PEP PepsiCo | $169.84 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +12.9%
|
ODFL Old Dominion Freight Line | $405.33 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +41.7%
|
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -22.6%
|
NWL Newell Brands | $8.68 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -60.8%
|
NNN NNN REIT | $43.10 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -0.2%
|
VZ Verizon Communications | $37.70 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -30.2%
|
SYF Synchrony Financial | $38.19 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.9%
|
ZTS Zoetis | $197.37 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -5.7%
|
DIS Walt Disney | $90.29 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -50.4%
|
WMT Walmart | $157.65 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.1%
|
V Visa | $260.35 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +16.1%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +24.3%
|
TRU TransUnion | $68.71 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -44.7%
|
TT Trane Technologies | $243.90 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.3%
|
TMO Thermo Fisher Scientific | $530.79 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -6.1%
|
NXPI NXP Semiconductors | $229.68 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +8.4%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.9%
|
ADBE Adobe | $596.60 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -10.2%
|
ALLY Ally Financial | $34.92 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -32.7%
|
AON AON | $291.02 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +0.2%
|
ARCC Ares Capital | $20.03 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -0.9%
|
AGR Avangrid | $32.41 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -41.4%
|
BRK.B Berkshire Hathaway | $356.66 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +25.0%
|
BX Blackstone | $130.92 -1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.0%
|
CTAS Cintas | $602.66 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +52.0%
|
CME CME Group | $210.60 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.6%
|
KO Coca-Cola | $58.93 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.8%
|
CMCSA Comcast | $43.85 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -29.0%
|
COST Costco Wholesale | $660.08 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +43.2%
|
EW Edwards Lifesciences | $76.25 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -36.8%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.7%
|
PGX Invesco Preferred ETF | $11.47 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.6%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.0%
|
SHW Sherwin-Williams | $311.90 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.0%
|
SBUX Starbucks | $96.01 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -18.2%
|
TMUS T-Mobile US | $160.33 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +17.8%
|
CVS CVS Health | $78.96 0.0% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -5.8%
|
TMUS T-Mobile US | $160.33 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +12.1%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +28.1%
|
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +28.1%
|
TT Trane Technologies | $243.90 +0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.8%
|
TMO Thermo Fisher Scientific | $530.79 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -1.9%
|
SBUX Starbucks | $96.01 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -18.6%
|
PFE Pfizer | $28.79
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -37.4%
|
NXPI NXP Semiconductors | $229.68 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +5.8%
|
NTAP NetApp | $88.16 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +7.2%
|
MS Morgan Stanley | $93.25 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -7.4%
|
MA Mastercard | $426.51 +0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +15.1%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +8.1%
|
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +5.4%
|
EW Edwards Lifesciences | $76.25 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -33.3%
|
CVS CVS Health | $78.96 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -3.3%
|
CTAS Cintas | $602.66 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +53.6%
|
BX Blackstone | $130.92 -1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.6%
|
AMAT Applied Materials | $162.07 -0.6% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +14.1%
|
AON AON | $291.02 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.3%
|
REIT ALPS Active REIT ETF | $26.26 -1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $34.92 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -32.6%
|
ADBE Adobe | $596.60 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -5.2%
|
ACN Accenture | $350.91 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +9.8%
|
ABBV AbbVie | $154.97 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +35.9%
|
VZ Verizon Communications | $37.70 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -31.6%
|
ZTS Zoetis | $197.37 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -1.2%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $26.11 -1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -45.0%
|
V Visa | $260.35 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +8.5%
|
QCOM QUALCOMM | $144.63 -0.8% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -2.8%
|
GIS General Mills | $65.14 +0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +9.7%
|
CSCO Cisco Systems | $50.52 +0.1% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -8.9%
|
HCA HCA Healthcare | $270.68 +0.1% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +7.8%
|
WM Waste Management | $179.10 +0.5% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +68.1%
|
QCOM QUALCOMM | $144.63 -0.8% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +61.6%
|
CSCO Cisco Systems | $50.52 +0.1% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +8.7%
|
GIS General Mills | $65.14 +0.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +5.4%
|
HCA HCA Healthcare | $270.68 +0.1% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +169.2%
|
NEE NextEra Energy | $60.74 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +33.7%
|
ZTS Zoetis | $197.37 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +113.0%
|
XEL Xcel Energy | $61.91 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.8%
|
DIS Walt Disney | $90.29 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +5.3%
|
WMT Walmart | $157.65 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +38.0%
|
WPC W. P. Carey | $64.81 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +47.8%
|
V Visa | $260.35 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +91.8%
|
VZ Verizon Communications | $37.70 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -25.1%
|
UNH UnitedHealth Group | $526.47 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +170.2%
|
TT Trane Technologies | $243.90 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +242.3%
|
TMO Thermo Fisher Scientific | $530.79 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +107.9%
|
TMUS T-Mobile US | $160.33 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +111.8%
|
PHM PulteGroup | $103.22 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +481.8%
|
PLD Prologis | $133.30 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +110.4%
|
PG Procter & Gamble | $146.54 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +50.0%
|
PEP PepsiCo | $169.84 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.5%
|
PAYX Paychex | $119.11 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +136.4%
|
T AT&T | $16.78 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -37.3%
|
ARCC Ares Capital | $20.03 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +147.9%
|
AAPL Apple | $192.53 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +243.2%
|
AWK American Water Works | $131.99 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +36.0%
|
AEP American Electric Power | $81.22 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +16.0%
|
GOOGL Alphabet | $139.69 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +165.0%
|
ADBE Adobe | $596.60 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +94.2%
|
NNN NNN REIT | $43.10 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +59.6%
|
MAA Mid-America Apartment Communities | $134.46 -1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.8%
|
MSFT Microsoft | $376.04 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +176.5%
|
ES Eversource Energy | $61.72 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.8%
|
CMS CMS Energy | $58.07 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +19.7%
|
KO Coca-Cola | $58.93 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.9%
|
CL Colgate-Palmolive | $79.71 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +31.8%
|
CMCSA Comcast | $43.85 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +28.3%
|
COST Costco Wholesale | $660.08 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +131.2%
|
DHR Danaher | $231.34 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +90.6%
|
D Dominion Energy | $47.00 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -20.9%
|
DUK Duke Energy | $97.04 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +51.3%
|
EW Edwards Lifesciences | $76.25 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +45.5%
|
ESS Essex Property Trust | $247.94 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +36.1%
|
MRK Merck & Co., Inc. | $109.02 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $296.51 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +116.3%
|
MA Mastercard | $426.51 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +109.8%
|
LAMR Lamar Advertising | $106.28 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +228.7%
|
KMB Kimberly-Clark | $121.51 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +8.2%
|
CB Chubb | $226.00 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +139.9%
|
BRK.B Berkshire Hathaway | $356.66 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +120.0%
|
BAC Bank of America | $33.67 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +86.2%
|
AGR Avangrid | $32.41 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -10.3%
|
CME CME Group | $210.60 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +50.9%
|
CTAS Cintas | $602.66 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +283.7%
|
CINF Cincinnati Financial | $103.46 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +54.9%
|
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.2%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +41.0%
|
INTC Intel | $50.25 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +1.4%
|
HD Home Depot | $346.55 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +113.4%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $353.96 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +139.0%
|
MGA Magna International | $59.08 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +86.1%
|
UNP Union Pacific | $245.62 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +91.0%
|
APH Amphenol | $99.13 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +177.9%
|
PNC The PNC Financial Services Group | $154.85 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +61.3%
|
SYY Sysco | $73.13 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +93.7%
|
EPR EPR Properties | $48.45 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +102.5%
|
PRU Prudential Financial | $103.71 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +96.0%
|
TMUS T-Mobile US | $160.33 +0.9% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +60.5%
|
AON AON | $291.02 +0.6% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +23.7%
|
PLD Prologis | $133.30 -1.4% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +42.7%
|
SIX Six Flags Entertainment | $25.08 +0.4% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -40.8%
|
BLK BlackRock | $811.80 -0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +87.0%
|
CMA Comerica | $55.81 -1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -14.9%
|
GOOGL Alphabet | $139.69 -0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +128.9%
|
ADBE Adobe | $596.60 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +114.0%
|
MA Mastercard | $426.51 +0.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +58.0%
|
V Visa | $260.35 0.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +48.8%
|
UNH UnitedHealth Group | $526.47 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +125.7%
|
PHM PulteGroup | $103.22 -0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +197.6%
|
ZTS Zoetis | $197.37 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +62.4%
|
WPC W. P. Carey | $64.81 -1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -26.0%
|
STI SunTrust Banks | $70.13
| Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | +12.2%
|
BABA Alibaba Group | $77.51 +0.3% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $170.46 -0.7% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $198.35 -0.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $55.81 -1.3% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $226.00 +0.7% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $77.51 +0.3% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $109.32 -0.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $248.48 -1.9% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $582.92 +0.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $65.14 +0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $37.06 -0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GPT Gramercy Property Trust | $27.48
| Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
LII Lennox International | $447.52 +0.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $27.10 -0.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $43.28 -0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $227.01 +0.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $96.01 +0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/7/2018 | |
TWX Time Warner | $98.77
| Exchange $1,001 - $15,000 | 7/5/2018 | 6/15/2018 | |
LTC LTC Properties | $32.12 -1.7% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $103.71 -0.5% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $18.03 -0.2% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -68.8%
|
CMS CMS Energy | $58.07 +0.1% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $60.74 -0.5% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $54.84 -0.7% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $103.46 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $602.66 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $210.60 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $58.93 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $79.71 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $43.85 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.35 -2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $660.08 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $231.34 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $47.00 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $54.84 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $97.04 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $198.35 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $76.25 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $582.92 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $48.45 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $247.29 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $247.94 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $61.72 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $353.96 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $65.14 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $197.37 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $61.91 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HCN Horizons China High Dividend Yield Index ETF | | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DIS Walt Disney | $90.29 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $157.65 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $170.10 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $50.25 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $77.34 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $346.55 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HTA Healthcare Trust of America | | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GPT Gramercy Property Trust | $27.48
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GSK GSK | $37.06 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $109.02 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $376.04 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $134.46 -1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $43.10 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $227.01 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $119.11 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $64.81 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $18.03 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $260.35 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $37.70 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $447.52 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LPT Liberty Property Trust | $61.95
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LTC LTC Properties | $32.12 -1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $526.47 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $43.28 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
TWX Time Warner | $98.77
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
TMO Thermo Fisher Scientific | $530.79 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $73.13 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $70.13
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $96.01 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $25.08 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $103.22 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $146.54 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $27.10 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $154.85 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $169.84 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $59.08 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $426.51 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $296.51 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $139.69 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $81.22 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $131.99 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $99.13 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $192.53 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $20.03 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $16.78 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $32.41 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $10.50 -1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $33.67 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $356.66 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $811.80 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $121.51 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $49.22 -0.5% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |