IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.03 +0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +0.7%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.56 +0.2% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +1.2%
|
UNP Union Pacific | $244.94 -0.3% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +15.5%
|
EOG EOG Resources | $129.43 +0.0% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +1.0%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $58.19 +1.0% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +17.1%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $58.19 +1.0% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +17.1%
|
PFE Pfizer | $28.35 -0.3% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -31.1%
|
PARA Paramount Global | $12.33 -5.2% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -45.4%
|
CMI Cummins | $295.32 +1.3% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +14.4%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.38 +0.1% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | 0.0%
|
SCHP Schwab U.S. TIPS ETF | $51.71 +0.2% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -3.9%
|
DGX Quest Diagnostics | $139.16 -1.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -7.5%
|
EFA iShares MSCI EAFE ETF | $80.94 +0.7% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +25.0%
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TXN Texas Instruments | $191.13 +1.8% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +6.5%
|
TGT Target | $158.96 -0.5% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -8.3%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.56 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.4%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.01 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.9%
|
FDEV Fidelity International Multifactor ETF | $27.87 +0.6% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +26.5%
|
VUG Vanguard Growth ETF | $345.65 +0.5% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +62.6%
|
VYM Vanguard High Dividend Yield ETF | $120.31 +0.4% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +14.4%
|
IJR iShares Core S&P Small-Cap ETF | $110.40 +1.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +12.3%
|
SCHP Schwab U.S. TIPS ETF | $51.71 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -0.9%
|
EMR Emerson Electric | $114.35 -0.4% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +27.0%
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UPS United Parcel Service | $147.94 -1.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -24.6%
|
TGT Target | $158.96 -0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -4.8%
|
CLX Clorox | $138.55 -1.9% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -19.8%
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APD Air Products and Chemicals | $248.53 -0.7% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -16.7%
|
LHX L3Harris Technologies | $221.13 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -1.0%
|
GILD Gilead Sciences | $67.65 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +0.5%
|
BMY Bristol-Myers Squibb | $44.73 -0.7% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -24.7%
|
HRL Hormel Foods | $35.78 +0.6% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -23.7%
|
BLK BlackRock | $802.97 +1.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -6.7%
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D Dominion Energy | $52.84 -0.4% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -30.2%
|
TXN Texas Instruments | $191.13 +1.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +2.3%
|
MRK Merck & Co., Inc. | $128.66 -0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
DGX Quest Diagnostics | $139.16 -1.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -0.6%
|
GD General Dynamics | $294.17 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +50.5%
|
AMGN Amgen | $311.41 +1.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +40.3%
|
CSCO Cisco Systems | $48.95 +0.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +9.9%
|
CLX Clorox | $138.55 -1.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -22.2%
|
VTRS Viatris | $11.14 -1.9% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -18.0%
|
PG Procter & Gamble | $165.77 -0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +35.7%
|
JNJ Johnson & Johnson | $151.36 +0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -1.1%
|
IRM Iron Mountain | $80.53 +2.7% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +130.6%
|
D Dominion Energy | $52.84 -0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -22.3%
|
ABT Abbott Laboratories | $104.00 -0.7% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -10.4%
|
WM Waste Management | $209.83 -0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +81.6%
|
UNP Union Pacific | $244.94 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +41.0%
|
HRL Hormel Foods | $35.78 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -30.0%
|
CVX Chevron | $163.53 -0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +89.1%
|
CVS CVS Health | $55.99 -0.9% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -11.5%
|
ABT Abbott Laboratories | $104.00 -0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.1%
|
AFL Aflac | $86.30 +0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +137.8%
|
MO Altria Group | $45.50 +1.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +7.0%
|
BUD Anheuser-Busch InBev SA/NV | $65.68 +1.5% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +18.0%
|
BECN Beacon Roofing Supply | $95.90 +2.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +228.1%
|
BTI British American Tobacco | $31.08 +0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -12.0%
|
CSCO Cisco Systems | $48.95 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +5.8%
|
CLX Clorox | $138.55 -1.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -39.4%
|
GLW Corning | $34.95 +2.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.6%
|
D Dominion Energy | $52.84 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -35.6%
|
DOV Dover | $183.74 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +75.4%
|
EMR Emerson Electric | $114.35 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +83.6%
|
ENR Energizer | $30.62 +1.8% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -37.7%
|
HAL Halliburton | $37.56 +0.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +156.4%
|
JNJ Johnson & Johnson | $151.36 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +3.1%
|
MCD McDonald's | $270.66 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +37.9%
|
MDLZ Mondelez International | $71.93 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +29.1%
|
PG Procter & Gamble | $165.77 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +29.6%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $36.19 -0.8% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +2.7%
|
USB U.S. Bancorp | $41.95 +1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.5%
|
WM Waste Management | $209.83 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +95.2%
|
YUMC Yum China | $39.24 +0.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -25.4%
|
AMGN Amgen | $311.41 +1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +22.0%
|
CVX Chevron | $163.53 -0.6% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +131.3%
|
QCOM QUALCOMM | $188.97 +2.6% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +193.1%
|
PFE Pfizer | $28.35 -0.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -18.1%
|
EXC Exelon | $38.40 +0.7% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -15.6%
|
ABBV AbbVie | $161.55 +0.2% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +118.9%
|
CVS CVS Health | $55.99 -0.9% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +6.3%
|
PSX Phillips 66 | $144.81 -0.2% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +47.0%
|
BTI British American Tobacco | $31.08 +0.5% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -12.4%
|
KHC Kraft Heinz | $36.19 -0.8% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -24.2%
|
BTI British American Tobacco | $31.08 +0.5% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -12.4%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |