VZ Verizon Communications | $41.15 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.6%
|
ABBV AbbVie | $161.24 +3.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.2%
|
AMZN Amazon.com | $176.44 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +46.9%
|
JEF Jefferies Financial Group | $46.52 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +52.5%
|
UNP Union Pacific | $232.82 +2.1% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +20.6%
|
KLAC KLA | $759.53 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +64.7%
|
CSCO Cisco Systems | $46.50 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -6.7%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $215.08 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +58.1%
|
WFC Wells Fargo & Company | $59.92 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +45.3%
|
USB U.S. Bancorp | $40.55 +3.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +32.2%
|
REIT ALPS Active REIT ETF | $24.95 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +6.6%
|
CVS CVS Health | $59.60 +6.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -11.9%
|
AEP American Electric Power | $90.25 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +9.7%
|
WBA Walgreens Boots Alliance | $16.22 +5.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -46.0%
|
BAC Bank of America | $39.99 +3.5% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +41.3%
|
DE Deere & Company | $374.76 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +4.9%
|
CAT Caterpillar | $338.52 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +59.8%
|
NTAP NetApp | $120.43 +3.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +72.5%
|
C Citigroup | $62.31 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +39.7%
|
PFE Pfizer | $28.66 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -23.8%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $97.84 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.6%
|
BMO Bank of Montreal | $89.11 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +5.7%
|
ARCC Ares Capital | $21.57 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.5%
|
SPGI S&P Global | $427.51 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.3%
|
ROP Roper Technologies | $532.76 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.5%
|
BRK.B Berkshire Hathaway | $414.40 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.9%
|
BDX Becton, Dickinson and Company | $231.97 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.1%
|
BCE BCE | $34.21 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.1%
|
BAC Bank of America | $39.99 +3.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.0%
|
AGR Avangrid | $36.01 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.4%
|
T AT&T | $18.22 +3.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.3%
|
ASML ASML | $960.35 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.6%
|
AON AON | $281.64 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -9.5%
|
BUD Anheuser-Busch InBev SA/NV | $63.07 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.9%
|
AWK American Water Works | $130.77 +3.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.2%
|
AEP American Electric Power | $90.25 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.4%
|
ADBE Adobe | $444.76 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.4%
|
ACN Accenture | $282.29 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.2%
|
PWR Quanta Services | $275.94 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.6%
|
KO Coca-Cola | $62.93 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.2%
|
CME CME Group | $202.98 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.7%
|
CSCO Cisco Systems | $46.50 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.2%
|
CTAS Cintas | $677.97 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.1%
|
CINF Cincinnati Financial | $117.58 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.4%
|
BX Blackstone | $120.50 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.3%
|
NNN NNN REIT | $41.77 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.1%
|
NEE NextEra Energy | $80.02 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.0%
|
MAA Mid-America Apartment Communities | $133.71 +3.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.5%
|
MET MetLife | $72.37 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.1%
|
MRK Merck & Co., Inc. | $125.54 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.8%
|
MCD McDonald's | $258.89 +2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -9.3%
|
MA Mastercard | $447.07 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.8%
|
LCID Lucid Group | $2.84 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -62.7%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.4%
|
IPG Interpublic Group of Companies | $31.37 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.3%
|
HCA HCA Healthcare | $339.75 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.6%
|
HIG The Hartford Financial Services Group | $103.45 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.7%
|
GILD Gilead Sciences | $64.27 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.2%
|
GIS General Mills | $68.75 +3.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -18.6%
|
FHN First Horizon | $15.84 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.3%
|
FITB Fifth Third Bancorp | $37.42 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.4%
|
ES Eversource Energy | $59.23 +2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.4%
|
EQIX Equinix | $762.98 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.9%
|
ETR Entergy | $112.49 +4.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
|
EMR Emerson Electric | $112.16 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.9%
|
EW Edwards Lifesciences | $86.89 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.4%
|
DUK Duke Energy | $103.57 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.5%
|
D Dominion Energy | $53.92 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.9%
|
DECK Deckers Outdoor | $1,093.92 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +143.1%
|
DHR Danaher | $256.80 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.4%
|
COST Costco Wholesale | $809.89 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +66.5%
|
CMCSA Comcast | $40.03 +3.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.4%
|
CCI Crown Castle | $102.50 +2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.7%
|
QCOM QUALCOMM | $204.05 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +96.2%
|
PLD Prologis | $110.49 +2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -9.4%
|
PG Procter & Gamble | $164.54 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.2%
|
PEP PepsiCo | $172.90 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.9%
|
PAYX Paychex | $120.16 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.4%
|
ODFL Old Dominion Freight Line | $175.25 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.0%
|
NXPI NXP Semiconductors | $272.10 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +58.8%
|
TMUS T-Mobile US | $174.96 +2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.9%
|
SON Sonoco Products | $61.37 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.3%
|
ZTS Zoetis | $169.56 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.6%
|
DIS Walt Disney | $103.91 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.9%
|
SHW Sherwin-Williams | $303.80 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.1%
|
TJX TJX Companies | $103.10 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.8%
|
VZ Verizon Communications | $41.15 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.2%
|
UNH UnitedHealth Group | $495.37 +2.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.7%
|
V Visa | $272.46 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.0%
|
TMO Thermo Fisher Scientific | $567.98 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.1%
|
TRU TransUnion | $71.92 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.4%
|
TT Trane Technologies | $327.46 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +95.5%
|
SO Southern | $80.14 +2.6% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +14.8%
|
SBUX Starbucks | $80.22 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -18.5%
|
BAC Bank of America | $39.99 +3.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +14.5%
|
BDX Becton, Dickinson and Company | $231.97 +2.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -11.7%
|
GILD Gilead Sciences | $64.27 +0.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -1.5%
|
PWR Quanta Services | $275.94 -1.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +88.0%
|
BUD Anheuser-Busch InBev SA/NV | $63.07 +1.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +26.4%
|
CRL Charles River Laboratories International | $208.44 -0.6% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -2.5%
|
AMAT Applied Materials | $215.08 -0.7% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +104.8%
|
DIS Walt Disney | $103.91 +2.2% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -11.5%
|
EXPE Expedia Group | $112.86 +3.1% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +4.1%
|
KLAC KLA | $759.53 -1.4% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +139.7%
|
KLAC KLA | $759.53 -1.4% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +139.7%
|
ALLY Ally Financial | $38.97 +1.7% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +11.9%
|
SYF Synchrony Financial | $43.80 +1.9% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +15.1%
|
KLAC KLA | $759.53 -1.4% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +106.9%
|
UNP Union Pacific | $232.82 +2.1% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -9.7%
|
UNP Union Pacific | $232.82 +2.1% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -9.7%
|
KLAC KLA | $759.53 -1.4% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +106.9%
|
C Citigroup | $62.31 +0.6% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +10.1%
|
AMZN Amazon.com | $176.44 -1.6% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +21.1%
|
AMZN Amazon.com | $176.44 -1.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +3.5%
|
HD Home Depot | $334.87 +1.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -1.0%
|
LCID Lucid Group | $2.84 -1.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -87.4%
|
WMT Walmart | $65.76 +1.3% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +42.6%
|
PFE Pfizer | $28.66 +1.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -30.8%
|
CAT Caterpillar | $338.52 -0.2% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +75.9%
|
WFC Wells Fargo & Company | $59.92 +1.2% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +24.9%
|
FHN First Horizon | $15.84 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.8%
|
ES Eversource Energy | $59.23 +2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -27.6%
|
EXPE Expedia Group | $112.86 +3.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.1%
|
MRK Merck & Co., Inc. | $125.54 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +75.3%
|
MA Mastercard | $447.07 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +28.6%
|
HCA HCA Healthcare | $339.75 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.0%
|
HIG The Hartford Financial Services Group | $103.45 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +47.3%
|
GIS General Mills | $68.75 +3.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.9%
|
FITB Fifth Third Bancorp | $37.42 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -11.8%
|
AMZN Amazon.com | $176.44 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +7.4%
|
AEP American Electric Power | $90.25 +2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.2%
|
AWK American Water Works | $130.77 +3.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -22.6%
|
AMAT Applied Materials | $215.08 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +67.1%
|
ASML ASML | $960.35 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +28.9%
|
T AT&T | $18.22 +3.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.5%
|
BCE BCE | $34.21 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.7%
|
CRL Charles River Laboratories International | $208.44 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -49.5%
|
CSCO Cisco Systems | $46.50 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -14.6%
|
DHR Danaher | $256.80 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -15.6%
|
EQIX Equinix | $762.98 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -3.4%
|
TJX TJX Companies | $103.10 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +56.3%
|
SPGI S&P Global | $427.51 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +0.6%
|
ROP Roper Technologies | $532.76 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.4%
|
QCOM QUALCOMM | $204.05 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +58.2%
|
PLD Prologis | $110.49 +2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -11.9%
|
PFE Pfizer | $28.66 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -33.4%
|
PEP PepsiCo | $172.90 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +15.0%
|
ODFL Old Dominion Freight Line | $175.25 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.6%
|
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.9%
|
NWL Newell Brands | $7.72 +4.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -65.1%
|
NNN NNN REIT | $41.77 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -3.3%
|
VZ Verizon Communications | $41.15 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -23.8%
|
SYF Synchrony Financial | $43.80 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -10.4%
|
ZTS Zoetis | $169.56 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -19.0%
|
DIS Walt Disney | $103.91 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -42.9%
|
WMT Walmart | $65.76 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +32.8%
|
V Visa | $272.46 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.5%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +16.9%
|
TRU TransUnion | $71.92 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -42.1%
|
TT Trane Technologies | $327.46 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +62.9%
|
TMO Thermo Fisher Scientific | $567.98 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +0.4%
|
NXPI NXP Semiconductors | $272.10 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +28.4%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -17.2%
|
ADBE Adobe | $444.76 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -33.1%
|
ALLY Ally Financial | $38.97 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.9%
|
AON AON | $281.64 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -3.1%
|
ARCC Ares Capital | $21.57 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.7%
|
AGR Avangrid | $36.01 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -34.9%
|
BRK.B Berkshire Hathaway | $414.40 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +45.3%
|
BX Blackstone | $120.50 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -6.1%
|
CTAS Cintas | $677.97 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +71.0%
|
CME CME Group | $202.98 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.7%
|
KO Coca-Cola | $62.93 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.9%
|
CMCSA Comcast | $40.03 +3.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.2%
|
COST Costco Wholesale | $809.89 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +75.7%
|
EW Edwards Lifesciences | $86.89 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -28.0%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.2%
|
PGX Invesco Preferred ETF | $11.56 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.0%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +26.3%
|
SHW Sherwin-Williams | $303.80 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -1.6%
|
SBUX Starbucks | $80.22 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -31.7%
|
TMUS T-Mobile US | $174.96 +2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +28.5%
|
CVS CVS Health | $59.60 +6.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -28.9%
|
TMUS T-Mobile US | $174.96 +2.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.4%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +20.6%
|
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +20.6%
|
TT Trane Technologies | $327.46 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +68.9%
|
TMO Thermo Fisher Scientific | $567.98 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +5.0%
|
SBUX Starbucks | $80.22 +1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -32.0%
|
PFE Pfizer | $28.66 +1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -37.7%
|
NXPI NXP Semiconductors | $272.10 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.3%
|
NTAP NetApp | $120.43 +3.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +46.4%
|
MS Morgan Stanley | $97.84 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -2.9%
|
MA Mastercard | $447.07 +1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +20.6%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +28.8%
|
HD Home Depot | $334.87 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +1.9%
|
EW Edwards Lifesciences | $86.89 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -24.0%
|
CVS CVS Health | $59.60 +6.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -27.0%
|
CTAS Cintas | $677.97 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +72.8%
|
BX Blackstone | $120.50 +1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +5.5%
|
AMAT Applied Materials | $215.08 -0.7% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +51.5%
|
AON AON | $281.64 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.7%
|
REIT ALPS Active REIT ETF | $24.95 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $38.97 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -24.8%
|
ADBE Adobe | $444.76 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -29.3%
|
ACN Accenture | $282.29 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -11.7%
|
ABBV AbbVie | $161.24 +3.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +41.4%
|
VZ Verizon Communications | $41.15 +2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -25.3%
|
ZTS Zoetis | $169.56 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -15.1%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $16.22 +5.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -65.8%
|
V Visa | $272.46 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +13.5%
|
QCOM QUALCOMM | $204.05 -0.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +37.1%
|
GIS General Mills | $68.75 +3.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +15.8%
|
CSCO Cisco Systems | $46.50 +0.8% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -16.1%
|
HCA HCA Healthcare | $339.75 +1.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +35.4%
|
WM Waste Management | $210.73 +2.2% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +97.7%
|
QCOM QUALCOMM | $204.05 -0.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +127.9%
|
CSCO Cisco Systems | $46.50 +0.8% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | 0.0%
|
GIS General Mills | $68.75 +3.2% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +11.3%
|
HCA HCA Healthcare | $339.75 +1.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +237.9%
|
NEE NextEra Energy | $80.02 +2.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.2%
|
ZTS Zoetis | $169.56 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +83.0%
|
XEL Xcel Energy | $55.45 +2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +10.9%
|
DIS Walt Disney | $103.91 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +21.2%
|
WMT Walmart | $65.76 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +72.6%
|
WPC W. P. Carey | $56.40 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +28.6%
|
V Visa | $272.46 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +100.7%
|
VZ Verizon Communications | $41.15 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -18.2%
|
UNH UnitedHealth Group | $495.37 +2.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +154.2%
|
TT Trane Technologies | $327.46 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +359.5%
|
TMO Thermo Fisher Scientific | $567.98 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +122.5%
|
TMUS T-Mobile US | $174.96 +2.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +131.1%
|
PHM PulteGroup | $117.32 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +561.3%
|
PLD Prologis | $110.49 +2.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +74.4%
|
PG Procter & Gamble | $164.54 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.4%
|
PEP PepsiCo | $172.90 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +64.4%
|
PAYX Paychex | $120.16 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +138.5%
|
T AT&T | $18.22 +3.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -31.9%
|
ARCC Ares Capital | $21.57 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +167.0%
|
AAPL Apple | $192.25 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +242.7%
|
AWK American Water Works | $130.77 +3.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +34.7%
|
AEP American Electric Power | $90.25 +2.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +28.9%
|
GOOGL Alphabet | $172.50 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +227.3%
|
ADBE Adobe | $444.76 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +44.7%
|
NNN NNN REIT | $41.77 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +54.7%
|
MAA Mid-America Apartment Communities | $133.71 +3.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.9%
|
MSFT Microsoft | $415.13 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +205.3%
|
ES Eversource Energy | $59.23 +2.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -4.8%
|
CMS CMS Energy | $62.93 +2.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.7%
|
KO Coca-Cola | $62.93 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.5%
|
CL Colgate-Palmolive | $92.96 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +53.7%
|
CMCSA Comcast | $40.03 +3.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +17.1%
|
COST Costco Wholesale | $809.89 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +183.6%
|
DHR Danaher | $256.80 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +111.5%
|
D Dominion Energy | $53.92 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -9.2%
|
DUK Duke Energy | $103.57 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.4%
|
EW Edwards Lifesciences | $86.89 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.8%
|
ESS Essex Property Trust | $259.79 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +42.6%
|
MRK Merck & Co., Inc. | $125.54 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $258.89 +2.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +88.8%
|
MA Mastercard | $447.07 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +119.9%
|
LAMR Lamar Advertising | $118.11 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +265.3%
|
KMB Kimberly-Clark | $133.30 +2.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +18.7%
|
CB Chubb | $270.82 +2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +187.5%
|
BRK.B Berkshire Hathaway | $414.40 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +155.6%
|
BAC Bank of America | $39.99 +3.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +121.2%
|
AGR Avangrid | $36.01 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.4%
|
CME CME Group | $202.98 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +45.5%
|
CTAS Cintas | $677.97 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +331.7%
|
CINF Cincinnati Financial | $117.58 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.1%
|
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +156.4%
|
JNJ Johnson & Johnson | $146.67 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +32.0%
|
INTC Intel | $30.85 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -37.8%
|
HD Home Depot | $334.87 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +106.2%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $466.83 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +215.2%
|
MGA Magna International | $45.21 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +42.4%
|
UNP Union Pacific | $232.82 +2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +81.0%
|
APH Amphenol | $132.37 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +271.1%
|
PNC The PNC Financial Services Group | $157.39 +2.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +63.9%
|
SYY Sysco | $72.82 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +92.9%
|
EPR EPR Properties | $41.04 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +71.5%
|
PRU Prudential Financial | $120.35 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +127.4%
|
TMUS T-Mobile US | $174.96 +2.9% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +75.2%
|
AON AON | $281.64 +1.7% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +19.7%
|
PLD Prologis | $110.49 +2.7% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +18.3%
|
SIX Six Flags Entertainment | $25.45 +0.3% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -39.9%
|
BLK BlackRock | $772.03 +1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +77.9%
|
CMA Comerica | $51.24 +2.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -21.9%
|
GOOGL Alphabet | $172.50 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +182.7%
|
ADBE Adobe | $444.76 -0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +59.6%
|
MA Mastercard | $447.07 +1.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +65.6%
|
V Visa | $272.46 +0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +55.7%
|
UNH UnitedHealth Group | $495.37 +2.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +112.3%
|
PHM PulteGroup | $117.32 +1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +238.3%
|
ZTS Zoetis | $169.56 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +39.5%
|
WPC W. P. Carey | $56.40 +0.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -35.6%
|
STI SunTrust Banks | $2.09 -6.7% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.7%
|
BABA Alibaba Group | $78.34 -1.6% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $195.01 -0.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $232.20 +1.5% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $51.24 +2.4% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $270.82 +2.1% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $78.34 -1.6% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $100.14 +2.0% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $178.08 -0.4% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $820.34 +0.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $68.75 +3.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $44.77 +1.7% | 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 | $502.60 +1.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $29.33 +2.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $40.55 +3.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $255.77 +0.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $80.22 +1.9% | 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 | $34.40 +1.1% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $120.35 +1.5% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $18.54 +1.4% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -67.9%
|
CMS CMS Energy | $62.93 +2.6% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $80.02 +2.3% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $57.63 +1.6% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $117.58 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $677.97 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $202.98 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $62.93 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $92.96 +2.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $40.03 +3.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.40 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $809.89 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $256.80 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $53.92 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $57.63 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $103.57 +2.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $232.20 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $86.89 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $820.34 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $41.04 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $231.39 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $259.79 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $59.23 +2.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $466.83 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $68.75 +3.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $169.56 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $55.45 +2.1% | 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 | $103.91 +2.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $65.76 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $202.63 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $146.67 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $30.85 +2.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $93.05 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $334.87 +1.7% | 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 | $44.77 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $125.54 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $415.13 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $133.71 +3.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $41.77 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $255.77 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $120.16 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $56.40 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $18.54 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $272.46 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $41.15 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $502.60 +1.7% | 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 | $34.40 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $495.37 +2.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $40.55 +3.0% | 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 | $567.98 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $72.82 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.09 -6.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $80.22 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $25.45 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $117.32 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $164.54 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $29.33 +2.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $157.39 +2.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $172.90 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $45.21 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $447.07 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $258.89 +2.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $172.50 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $90.25 +2.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $130.77 +3.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $132.37 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $192.25 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.57 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $18.22 +3.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.01 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $9.54 +3.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $39.99 +3.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $414.40 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $772.03 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $133.30 +2.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $59.92 +1.2% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |