MDT Medtronic | $81.37 +1.0% | Purchase $15,001 - $50,000 | 12/14/2023 | 12/5/2023 | +3.2%
|
BX Blackstone | $120.50 +1.0% | Purchase $15,001 - $50,000 | 4/19/2023 | 4/10/2023 | +47.7%
|
CTVA Corteva | $55.94 +1.3% | Purchase $15,001 - $50,000 | 4/19/2023 | 4/10/2023 | -7.2%
|
SVC Service Properties Trust | $5.38 +0.6% | Sale $15,001 - $50,000 | 3/15/2023 | 3/8/2023 | -52.2%
|
META Meta Platforms | $466.83 0.0% | Sale $15,001 - $50,000 | 1/1/2023 | 12/19/2022 | +307.8%
|
SWK Stanley Black & Decker | $87.17 +2.1% | Sale $1,001 - $15,000 | 1/1/2023 | 12/19/2022 | +16.6%
|
DIS Walt Disney | $103.91 +2.2% | Purchase $1,001 - $15,000 | 5/15/2023 | 11/29/2022 | +9.7%
|
PG Procter & Gamble | $164.54 +1.2% | Purchase $1,001 - $15,000 | 8/15/2022 | 8/3/2022 | +13.6%
|
WMB Williams Companies | $41.51 +2.1% | Sale $15,001 - $50,000 | 5/19/2022 | 5/16/2022 | +17.1%
|
AAPL Apple | $192.25 +0.5% | Sale $15,001 - $50,000 | 4/26/2022 | 4/18/2022 | +16.5%
|
AAPL Apple | $192.25 +0.5% | Sale $15,001 - $50,000 | 12/10/2021 | 12/1/2021 | +16.7%
|
IP International Paper | $45.09 +1.1% | Sale $15,001 - $50,000 | 12/10/2021 | 12/1/2021 | -0.1%
|
SLVM Sylvamo | $71.32 +1.0% | Sale $1,001 - $15,000 | 12/10/2021 | 12/1/2021 | +129.0%
|
SLVM Sylvamo | $71.32 +1.0% | Exchange $1,001 - $15,000 | 10/11/2021 | 10/1/2021 | |
VTRS Viatris | $10.60 +1.1% | Sale $1,001 - $15,000 | 6/29/2021 | 6/18/2021 | -25.7%
|
ABBV AbbVie | $161.24 +3.2% | Sale $50,001 - $100,000 | 6/29/2021 | 6/18/2021 | +42.5%
|
OTIS Otis Worldwide | $99.20 +2.9% | Sale $15,001 - $50,000 | 6/29/2021 | 6/18/2021 | +24.8%
|
BX Blackstone | $120.50 +1.0% | Sale $15,001 - $50,000 | 5/3/2021 | 4/22/2021 | +45.3%
|
PEP PepsiCo | $172.90 +1.4% | Purchase $15,001 - $50,000 | 3/10/2021 | 3/2/2021 | +31.9%
|
MS Morgan Stanley | $97.84 +0.6% | Exchange $15,001 - $50,000 | 3/10/2021 | 3/1/2021 | +23.6%
|
DIS Walt Disney | $103.91 +2.2% | Sale $15,001 - $50,000 | 1/13/2021 | 12/31/2020 | -42.6%
|
VTRS Viatris | $10.60 +1.1% | Exchange $1,001 - $15,000 | 12/1/2020 | 11/17/2020 | |
NVDA NVIDIA | $1,096.33 -0.8% | Sale $50,001 - $100,000 | 10/24/2020 | 10/13/2020 | +669.4%
|
CARR Carrier Global | $63.19 -0.2% | Sale $15,001 - $50,000 | 10/24/2020 | 10/13/2020 | +94.5%
|
ABBV AbbVie | $161.24 +3.2% | Purchase $15,001 - $50,000 | 10/24/2020 | 10/13/2020 | +83.6%
|
WMT Walmart | $65.76 +1.3% | Purchase $1,001 - $15,000 | 9/2/2020 | 8/20/2020 | +51.1%
|
AAPL Apple | $192.25 +0.5% | Sale $15,001 - $50,000 | 9/2/2020 | 8/20/2020 | +62.5%
|
AAPL Apple | $192.25 +0.5% | Sale $15,001 - $50,000 | 9/2/2020 | 8/20/2020 | +62.5%
|
UTX United Technologies | $107.81 +2.0% | Exchange $1,001 - $15,000 | 4/16/2020 | 4/3/2020 | +25.3%
|
CARR Carrier Global | $63.19 -0.2% | Exchange $1,001 - $15,000 | 4/16/2020 | 4/3/2020 | +273.5%
|
NEE NextEra Energy | $80.02 +2.3% | Sale $50,001 - $100,000 | 1/13/2020 | 1/2/2020 | +34.1%
|
AYR Aircastle | $32.01
| Sale $15,001 - $50,000 | 11/15/2019 | 11/6/2019 | -0.4%
|
WPX WPX Energy | $9.43
| Sale $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | -8.1%
|
DUK Duke Energy | $103.57 +2.2% | Sale $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | +10.1%
|
ALC Alcon | $89.13 +0.9% | Purchase $1,001 - $15,000 | 11/15/2019 | 11/1/2019 | +50.9%
|
VLO Valero Energy | $157.14 +4.1% | Sale $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | +57.5%
|
DIS Walt Disney | $103.91 +2.2% | Purchase $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | -21.7%
|
UTX United Technologies | $107.81 +2.0% | Purchase $15,001 - $50,000 | 6/27/2019 | 6/17/2019 | -13.6%
|
DD DuPont de Nemours | $82.16 +0.9% | Exchange $1,001 - $15,000 | 6/14/2019 | 6/3/2019 | +14.7%
|
CTVA Corteva | $55.94 +1.3% | Exchange $1,001 - $15,000 | 6/6/2019 | 5/31/2019 | |
VOD Vodafone Group Public | $9.62 +1.6% | Sale $1,001 - $15,000 | 5/22/2019 | 5/14/2019 | -40.8%
|
ALC Alcon | $89.13 +0.9% | Exchange $1,001 - $15,000 | 4/18/2019 | 4/11/2019 | +60.3%
|
DOW DOW | $57.63 +1.6% | Exchange $1,001 - $15,000 | 4/14/2019 | 4/4/2019 | -3.5%
|
CBS CBS | | Purchase $1,001 - $15,000 | 4/14/2019 | 3/25/2019 | -100.0%
|
CCI Crown Castle | $102.50 +2.9% | Sale $15,001 - $50,000 | 4/14/2019 | 3/25/2019 | -18.2%
|
UBSI United Bankshares | $32.44 +1.9% | Purchase $1,001 - $15,000 | 4/14/2019 | 3/25/2019 | -5.9%
|
DIS Walt Disney | $103.91 +2.2% | Purchase $15,001 - $50,000 | 4/14/2019 | 3/25/2019 | -3.6%
|
ET Energy Transfer | $15.67 +0.8% | Purchase $15,001 - $50,000 | 1/16/2019 | 1/2/2019 | |
WMB Williams Companies | $41.51 +2.1% | Sale $15,001 - $50,000 | 1/2/2019 | 12/19/2018 | |
XOM Exxon Mobil | $117.26 +2.9% | Sale $15,001 - $50,000 | 1/2/2019 | 12/19/2018 | |
CVX Chevron | $162.30 +2.6% | Sale $50,001 - $100,000 | 1/2/2019 | 12/19/2018 | |
T AT&T | $18.22 +3.4% | Sale $15,001 - $50,000 | 1/2/2019 | 12/19/2018 | |
UTX United Technologies | $107.81 +2.0% | Purchase $15,001 - $50,000 | 12/4/2018 | 11/27/2018 | |
WPX WPX Energy | $9.43
| Purchase $15,001 - $50,000 | 11/19/2018 | 11/8/2018 | |
REZI Resideo Technologies | $21.60 +0.2% | Sale $1,001 - $15,000 | 11/19/2018 | 11/1/2018 | |
REZI Resideo Technologies | $21.60 +0.2% | Sale $1,001 - $15,000 | 11/19/2018 | 11/1/2018 | |
WBA Walgreens Boots Alliance | $16.22 +5.4% | Sale $15,001 - $50,000 | 10/30/2018 | 10/24/2018 | |
SBUX Starbucks | $80.22 +1.9% | Sale $15,001 - $50,000 | 10/30/2018 | 10/24/2018 | |
MMM 3M | $100.14 +2.0% | Sale $15,001 - $50,000 | 10/30/2018 | 10/24/2018 | |
ET Energy Transfer | $15.67 +0.8% | Exchange $15,001 - $50,000 | 10/30/2018 | 10/19/2018 | |
PX Praxair | $8.08 +0.2% | Sale $15,001 - $50,000 | 10/11/2018 | 10/2/2018 | |
NYLD Clearway Energy | $20.10
| Sale $15,001 - $50,000 | 9/6/2018 | 8/21/2018 | |
AYR Aircastle | $32.01
| Purchase $1,001 - $15,000 | 8/23/2018 | 8/14/2018 | |
VLO Valero Energy | $157.14 +4.1% | Purchase $1,001 - $15,000 | 8/9/2018 | 7/30/2018 | |
CBS CBS | | Purchase $15,001 - $50,000 | 8/9/2018 | 7/30/2018 | |
QCOM QUALCOMM | $204.05 -0.4% | Sale $15,001 - $50,000 | 8/1/2018 | 7/26/2018 | |
ALLY Ally Financial | $38.97 +1.7% | Purchase $15,001 - $50,000 | 8/1/2018 | 7/26/2018 | |
JCI Johnson Controls International | $71.91 +0.5% | Purchase $1,001 - $15,000 | 7/24/2018 | 7/12/2018 | |
VLO Valero Energy | $157.14 +4.1% | Purchase $1,001 - $15,000 | 6/19/2018 | 6/4/2018 | |
PEP PepsiCo | $172.90 +1.4% | Purchase $15,001 - $50,000 | 6/3/2018 | 5/23/2018 | |
MMM 3M | $100.14 +2.0% | Purchase $15,001 - $50,000 | 6/3/2018 | 5/23/2018 | |
EPD Enterprise Products Partners | $28.50 +1.4% | Purchase $1,001 - $15,000 | 5/16/2018 | 5/8/2018 | |
CMCSA Comcast | $40.03 +3.0% | Purchase $15,001 - $50,000 | 5/16/2018 | 5/8/2018 | |
CCI Crown Castle | $102.50 +2.9% | Purchase $15,001 - $50,000 | 4/26/2018 | 4/20/2018 | |
QCOM QUALCOMM | $204.05 -0.4% | Sale $15,001 - $50,000 | 4/26/2018 | 4/20/2018 | |
VOD Vodafone Group Public | $9.62 +1.6% | Purchase $1,001 - $15,000 | 4/18/2018 | 4/9/2018 | |
CSCO Cisco Systems | $46.50 +0.8% | Purchase $1,001 - $15,000 | 3/1/2018 | 2/22/2018 | |
WMT Walmart | $65.76 +1.3% | Purchase $1,001 - $15,000 | 3/1/2018 | 2/22/2018 | |
WMT Walmart | $65.76 +1.3% | Sale $1,001 - $15,000 | 2/1/2018 | 1/26/2018 | |
NWL Newell Brands | $7.72 +4.3% | Sale $15,001 - $50,000 | 1/10/2018 | 12/28/2017 | |
WBA Walgreens Boots Alliance | $16.22 +5.4% | Sale $15,001 - $50,000 | 12/7/2017 | 11/28/2017 | |
GE General Electric | $165.14 +0.6% | Sale $15,001 - $50,000 | 11/8/2017 | 10/31/2017 | +11.6%
|
NWL Newell Brands | $7.72 +4.3% | Purchase $15,001 - $50,000 | 10/26/2017 | 10/18/2017 | |
DWDP DowDuPont | $30.52
| Exchange $15,001 - $50,000 | 9/12/2017 | 9/1/2017 | |
MDLZ Mondelez International | $68.53 +0.9% | Purchase $1,001 - $15,000 | 9/12/2017 | 8/28/2017 | |
MDT Medtronic | $81.37 +1.0% | Purchase $1,001 - $15,000 | 9/12/2017 | 8/28/2017 | |
QCOM QUALCOMM | $204.05 -0.4% | Purchase $1,001 - $15,000 | 8/23/2017 | 8/14/2017 | |
META Meta Platforms | $466.83 0.0% | Purchase $15,001 - $50,000 | 7/20/2017 | 7/10/2017 | |
MSFT Microsoft | $415.13 +0.1% | Sale $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
NSRGY Nestlé | $106.30 +2.4% | Sale $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
UBSI United Bankshares | $32.44 +1.9% | Purchase $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
JNJ Johnson & Johnson | $146.67 +1.0% | Sale $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
HES Hess | $154.10 +2.6% | Sale $1,001 - $15,000 | 6/1/2017 | 5/17/2017 | |
WBA Walgreens Boots Alliance | $16.22 +5.4% | Purchase $1,001 - $15,000 | 4/11/2017 | 4/5/2017 | |
MDLZ Mondelez International | $68.53 +0.9% | Purchase $1,001 - $15,000 | 4/5/2017 | 3/28/2017 | |
JCI Johnson Controls International | $71.91 +0.5% | Purchase $1,001 - $15,000 | 4/5/2017 | 3/28/2017 | |
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 4/5/2017 | 3/28/2017 | |
QCOM QUALCOMM | $204.05 -0.4% | Purchase $1,001 - $15,000 | 3/22/2017 | 3/16/2017 | |
NVDA NVIDIA | $1,096.33 -0.8% | Purchase $1,001 - $15,000 | 3/22/2017 | 3/16/2017 | |
UL Unilever | $54.75 +1.3% | Purchase $1,001 - $15,000 | 1/11/2017 | 1/6/2017 | |
UL Unilever | $54.75 +1.3% | Purchase $1,001 - $15,000 | 12/15/2016 | 12/6/2016 | |
NVS Novartis | $103.13 +2.4% | Purchase $1,001 - $15,000 | 12/15/2016 | 12/5/2016 | |
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $15,001 - $50,000 | 12/15/2016 | 12/5/2016 | |
AXP American Express | $240.00 +1.2% | Sale $1,001 - $15,000 | 11/29/2016 | 11/14/2016 | |
CVS CVS Health | $59.60 +6.4% | Sale $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
AXP American Express | $240.00 +1.2% | Sale $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
JCI Johnson Controls International | $71.91 +0.5% | Purchase $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
WBA Walgreens Boots Alliance | $16.22 +5.4% | Purchase $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
PEP PepsiCo | $172.90 +1.4% | Purchase $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
NYLD Clearway Energy | $20.10
| Purchase $1,001 - $15,000 | 11/29/2016 | 11/14/2016 | |
TWX Time Warner | $98.77
| Sale $15,001 - $50,000 | 11/2/2016 | 10/25/2016 | |
SBUX Starbucks | $80.22 +1.9% | Purchase $15,001 - $50,000 | 11/2/2016 | 10/25/2016 | |
WM Waste Management | $210.73 +2.2% | Purchase $15,001 - $50,000 | 9/8/2016 | 8/31/2016 | +266.4%
|
VOD Vodafone Group Public | $9.62 +1.6% | Purchase $1,001 - $15,000 | 8/10/2016 | 8/4/2016 | |
HON Honeywell International | $202.19 +0.6% | Purchase $1,001 - $15,000 | 7/11/2016 | 7/6/2016 | |
SRC Spirit Realty Capital | $42.31 -1.6% | Sale $1,001 - $15,000 | 7/11/2016 | 7/6/2016 | |
CCI Crown Castle | $102.50 +2.9% | Sale $15,001 - $50,000 | 7/11/2016 | 6/27/2016 | |
BX Blackstone | $120.50 +1.0% | Purchase $1,001 - $15,000 | 6/29/2016 | 6/22/2016 | |
CSCO Cisco Systems | $46.50 +0.8% | Purchase $1,001 - $15,000 | 6/8/2016 | 6/1/2016 | |
QCOM QUALCOMM | $204.05 -0.4% | Purchase $1,001 - $15,000 | 6/8/2016 | 6/1/2016 | |
NKE NIKE | $95.05 +1.7% | Purchase $1,001 - $15,000 | 5/19/2016 | 5/9/2016 | |
GDV The Gabelli Dividend & Income Trust | $22.55 +1.4% | Purchase $15,001 - $50,000 | 5/19/2016 | 5/9/2016 | |
MAR Marriott International | $231.17 +1.0% | Purchase $1,001 - $15,000 | 5/5/2016 | 4/26/2016 | |
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 5/5/2016 | 4/26/2016 | |
MDLZ Mondelez International | $68.53 +0.9% | Purchase $1,001 - $15,000 | 5/5/2016 | 4/26/2016 | |
DUK Duke Energy | $103.57 +2.2% | Purchase $15,001 - $50,000 | 4/12/2016 | 3/30/2016 | |
LYB LyondellBasell Industries | $99.42 +2.2% | Purchase $15,001 - $50,000 | 4/12/2016 | 3/30/2016 | |
EV Eaton Vance | $24.25 -0.1% | Purchase $15,001 - $50,000 | 4/12/2016 | 3/30/2016 | |
TWX Time Warner | $98.77
| Purchase $15,001 - $50,000 | 3/31/2016 | 3/21/2016 | |
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 3/31/2016 | 3/21/2016 | |
M Macy's | $19.48 +1.8% | Purchase $15,001 - $50,000 | 3/31/2016 | 3/21/2016 | |
OAK Oaktree Capital Group LLC Unit | $51.52
| Purchase $15,001 - $50,000 | 3/15/2016 | 3/11/2016 | |
PFE Pfizer | $28.66 +1.6% | Purchase $15,001 - $50,000 | 3/2/2016 | 2/23/2016 | |
DIS Walt Disney | $103.91 +2.2% | Purchase $15,001 - $50,000 | 3/2/2016 | 2/23/2016 | |
HON Honeywell International | $202.19 +0.6% | Purchase $15,001 - $50,000 | 3/1/2016 | 2/18/2016 | |
QCOM QUALCOMM | $204.05 -0.4% | Purchase $1,001 - $15,000 | 3/1/2016 | 2/18/2016 | |
AAPL Apple | $192.25 +0.5% | Purchase $1,001 - $15,000 | 6/29/2016 | 2/18/2016 | |
MSFT Microsoft | $415.13 +0.1% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
CVS CVS Health | $59.60 +6.4% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
AMZN Amazon.com | $176.44 -1.6% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 6/29/2016 | 2/18/2016 | |
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
IP International Paper | $45.09 +1.1% | Purchase $1,001 - $15,000 | 2/24/2016 | 2/2/2016 | |
NFG National Fuel Gas | $57.16 +3.2% | Sale $1,001 - $15,000 | 1/14/2016 | 12/28/2015 | |
CVS CVS Health | $59.60 +6.4% | Purchase $15,001 - $50,000 | 1/14/2016 | 12/22/2015 | |
WMB Williams Companies | $41.51 +2.1% | Sale $1,001 - $15,000 | 1/14/2016 | 12/22/2015 | |
CCI Crown Castle | $102.50 +2.9% | Purchase $1,001 - $15,000 | 11/3/2015 | 10/21/2015 | |
IBM International Business Machines | $166.85 +0.7% | Sale $1,001 - $15,000 | 11/3/2015 | 10/21/2015 | |
FCX Freeport-McMoRan | $52.73 +0.8% | Sale $1,001 - $15,000 | 9/30/2015 | 9/18/2015 | |
WMB Williams Companies | $41.51 +2.1% | Sale $15,001 - $50,000 | 7/21/2015 | 6/30/2015 | +8.7%
|
EPD Enterprise Products Partners | $28.50 +1.4% | Purchase $15,001 - $50,000 | 7/21/2015 | 6/30/2015 | +48.8%
|
HON Honeywell International | $202.19 +0.6% | Purchase $15,001 - $50,000 | 6/4/2015 | 5/27/2015 | |
NYLD Clearway Energy | $20.10
| Purchase $15,001 - $50,000 | 6/4/2015 | 5/27/2015 | |
OAK Oaktree Capital Group LLC Unit | $51.52
| Purchase $15,001 - $50,000 | 6/4/2015 | 5/27/2015 | |
FCX Freeport-McMoRan | $52.73 +0.8% | Purchase $1,001 - $15,000 | 6/29/2016 | 5/26/2015 | |
FCX Freeport-McMoRan | $52.73 +0.8% | Sale $1,001 - $15,000 | 6/29/2016 | 5/26/2015 | |
WMB Williams Companies | $41.51 +2.1% | Purchase $1,001 - $15,000 | 6/4/2015 | 5/19/2015 | |
FEI First Trust MLP and Energy Income Fund | $9.83 +0.2% | Purchase $15,001 - $50,000 | 6/4/2015 | 5/19/2015 | |