IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.28 +0.0% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +1.2%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $97.26 -0.2% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +4.1%
|
UNP Union Pacific | $245.62 -0.2% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +15.8%
|
EOG EOG Resources | $120.95 -0.3% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | -5.6%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $55.41 -0.2% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +11.5%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $55.41 -0.2% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +11.5%
|
PFE Pfizer | $28.79
| Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -30.0%
|
PARA Paramount Global | $14.79 -2.4% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -34.5%
|
CMI Cummins | $239.57 -0.4% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -7.2%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.04 +0.0% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.8%
|
SCHP Schwab U.S. TIPS ETF | $52.20 -0.1% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -3.0%
|
DGX Quest Diagnostics | $137.88 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -8.3%
|
EFA iShares MSCI EAFE ETF | $75.35 +0.1% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +16.3%
|
TXN Texas Instruments | $170.46 -0.7% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | -5.0%
|
TGT Target | $142.42 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -17.8%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $97.26 -0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +7.4%
|
FHYS Federated Hermes Short Duration High Yield ETF | $22.82 -0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.0%
|
FDEV Fidelity International Multifactor ETF | $26.64 +0.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +21.0%
|
VUG Vanguard Growth ETF | $310.88 -0.4% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +46.3%
|
VYM Vanguard High Dividend Yield ETF | $111.63 -0.2% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +6.1%
|
IJR iShares Core S&P Small-Cap ETF | $108.25 -1.4% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +10.1%
|
SCHP Schwab U.S. TIPS ETF | $52.20 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | 0.0%
|
EMR Emerson Electric | $97.33 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +8.1%
|
UPS United Parcel Service | $157.23 -0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -19.8%
|
TGT Target | $142.42 -0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -14.7%
|
CLX Clorox | $142.59 +0.4% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -17.4%
|
APD Air Products and Chemicals | $273.80 +0.5% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -8.2%
|
LHX L3Harris Technologies | $210.62 -0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -5.7%
|
GILD Gilead Sciences | $81.01 -0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +20.3%
|
BMY Bristol-Myers Squibb | $51.31 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -13.6%
|
GD General Dynamics | $259.67 +0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +32.8%
|
DGX Quest Diagnostics | $137.88 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -1.5%
|
MRK Merck & Co., Inc. | $109.02 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $170.46 -0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -8.8%
|
HRL Hormel Foods | $32.11 +0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -31.5%
|
BLK BlackRock | $811.80 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -5.7%
|
D Dominion Energy | $47.00 -0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -37.9%
|
WM Waste Management | $179.10 +0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +55.0%
|
ABT Abbott Laboratories | $110.07 -0.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -5.1%
|
D Dominion Energy | $47.00 -0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -30.9%
|
IRM Iron Mountain | $69.98 -0.9% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +100.4%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +2.4%
|
PG Procter & Gamble | $146.54 +0.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +20.0%
|
VTRS Viatris | $10.83 -0.2% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -20.3%
|
CLX Clorox | $142.59 +0.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -20.0%
|
CSCO Cisco Systems | $50.52 +0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +13.4%
|
AMGN Amgen | $288.02 -0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +29.8%
|
UNP Union Pacific | $245.62 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +41.4%
|
HRL Hormel Foods | $32.11 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -37.2%
|
CVX Chevron | $149.16 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +72.5%
|
CVS CVS Health | $78.96 0.0% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +24.8%
|
ABT Abbott Laboratories | $110.07 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +10.2%
|
AFL Aflac | $82.50 +0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +127.3%
|
MO Altria Group | $40.34 +0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -5.1%
|
BUD Anheuser-Busch InBev SA/NV | $64.62 -0.1% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +16.1%
|
BECN Beacon Roofing Supply | $87.02 -1.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +197.7%
|
BTI British American Tobacco | $29.29 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -17.0%
|
CSCO Cisco Systems | $50.52 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +9.2%
|
CLX Clorox | $142.59 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -37.6%
|
GLW Corning | $30.45 -0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +0.7%
|
D Dominion Energy | $47.00 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -42.7%
|
DOV Dover | $153.81 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +46.8%
|
EMR Emerson Electric | $97.33 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +56.3%
|
ENR Energizer | $31.68 -0.8% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -35.5%
|
HAL Halliburton | $36.15 -0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +146.8%
|
JNJ Johnson & Johnson | $156.74 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +6.7%
|
MCD McDonald's | $296.51 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +51.1%
|
MDLZ Mondelez International | $72.43 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +30.0%
|
PG Procter & Gamble | $146.54 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +14.6%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $36.98 +0.7% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.9%
|
USB U.S. Bancorp | $43.28 -0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +19.2%
|
WM Waste Management | $179.10 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +66.6%
|
YUMC Yum China | $42.43 +0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -19.3%
|
AMGN Amgen | $288.02 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +12.8%
|
CVX Chevron | $149.16 -0.4% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +111.0%
|
QCOM QUALCOMM | $144.63 -0.8% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +124.3%
|
PFE Pfizer | $28.79
| Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -16.8%
|
EXC Exelon | $35.90 +0.1% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -21.1%
|
ABBV AbbVie | $154.97 +0.1% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +110.0%
|
PSX Phillips 66 | $133.14 +0.2% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +35.2%
|
CVS CVS Health | $78.96 0.0% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +49.9%
|
BTI British American Tobacco | $29.29 +0.2% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -17.4%
|
KHC Kraft Heinz | $36.98 +0.7% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -22.6%
|
BTI British American Tobacco | $29.29 +0.2% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -17.4%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |