MDT Medtronic | $84.72 +0.5% | Purchase $15,001 - $50,000 | 12/14/2023 | 12/5/2023 | +7.5%
|
BX Blackstone | $131.31 +4.2% | Purchase $15,001 - $50,000 | 4/19/2023 | 4/10/2023 | +60.9%
|
CTVA Corteva | $57.13 -0.7% | Purchase $15,001 - $50,000 | 4/19/2023 | 4/10/2023 | -5.2%
|
SVC Service Properties Trust | $5.80 -1.2% | Sale $15,001 - $50,000 | 3/15/2023 | 3/8/2023 | -48.5%
|
META Meta Platforms | $481.54 +2.1% | Sale $15,001 - $50,000 | 1/1/2023 | 12/19/2022 | +320.6%
|
SWK Stanley Black & Decker | $91.39 -0.4% | Sale $1,001 - $15,000 | 1/1/2023 | 12/19/2022 | +22.2%
|
DIS Walt Disney | $102.73 -2.5% | Purchase $1,001 - $15,000 | 5/15/2023 | 11/29/2022 | +8.5%
|
PG Procter & Gamble | $166.51 +0.5% | Purchase $1,001 - $15,000 | 8/15/2022 | 8/3/2022 | +14.9%
|
WMB Williams Companies | $40.47 +0.3% | Sale $15,001 - $50,000 | 5/19/2022 | 5/16/2022 | +14.2%
|
AAPL Apple | $189.72 +1.2% | Sale $15,001 - $50,000 | 4/26/2022 | 4/18/2022 | +14.9%
|
AAPL Apple | $189.72 +1.2% | Sale $15,001 - $50,000 | 12/10/2021 | 12/1/2021 | +15.1%
|
IP International Paper | $39.71 -0.4% | Sale $15,001 - $50,000 | 12/10/2021 | 12/1/2021 | -12.0%
|
SLVM Sylvamo | $70.28 +0.8% | Sale $1,001 - $15,000 | 12/10/2021 | 12/1/2021 | +125.6%
|
SLVM Sylvamo | $70.28 +0.8% | Exchange $1,001 - $15,000 | 10/11/2021 | 10/1/2021 | |
VTRS Viatris | $11.07 -0.6% | Sale $1,001 - $15,000 | 6/29/2021 | 6/18/2021 | -22.4%
|
ABBV AbbVie | $163.79 +1.4% | Sale $50,001 - $100,000 | 6/29/2021 | 6/18/2021 | +44.8%
|
OTIS Otis Worldwide | $97.27 +0.2% | Sale $15,001 - $50,000 | 6/29/2021 | 6/18/2021 | +22.4%
|
BX Blackstone | $131.31 +4.2% | Sale $15,001 - $50,000 | 5/3/2021 | 4/22/2021 | +58.3%
|
PEP PepsiCo | $179.46 -0.2% | Purchase $15,001 - $50,000 | 3/10/2021 | 3/2/2021 | +36.9%
|
MS Morgan Stanley | $100.52 +1.1% | Exchange $15,001 - $50,000 | 3/10/2021 | 3/1/2021 | +27.0%
|
DIS Walt Disney | $102.73 -2.5% | Sale $15,001 - $50,000 | 1/13/2021 | 12/31/2020 | -43.3%
|
VTRS Viatris | $11.07 -0.6% | Exchange $1,001 - $15,000 | 12/1/2020 | 11/17/2020 | |
NVDA NVIDIA | $946.30 +3.6% | Sale $50,001 - $100,000 | 10/24/2020 | 10/13/2020 | +564.2%
|
CARR Carrier Global | $65.80 +1.3% | Sale $15,001 - $50,000 | 10/24/2020 | 10/13/2020 | +102.5%
|
ABBV AbbVie | $163.79 +1.4% | Purchase $15,001 - $50,000 | 10/24/2020 | 10/13/2020 | +86.5%
|
WMT Walmart | $59.83 -0.1% | Purchase $1,001 - $15,000 | 9/2/2020 | 8/20/2020 | +37.5%
|
AAPL Apple | $189.72 +1.2% | Sale $15,001 - $50,000 | 9/2/2020 | 8/20/2020 | +60.4%
|
AAPL Apple | $189.72 +1.2% | Sale $15,001 - $50,000 | 9/2/2020 | 8/20/2020 | +60.4%
|
UTX United Technologies | $105.70 -0.1% | Exchange $1,001 - $15,000 | 4/16/2020 | 4/3/2020 | +22.9%
|
CARR Carrier Global | $65.80 +1.3% | Exchange $1,001 - $15,000 | 4/16/2020 | 4/3/2020 | +288.9%
|
NEE NextEra Energy | $77.05 +2.2% | Sale $50,001 - $100,000 | 1/13/2020 | 1/2/2020 | +29.2%
|
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 | $103.35 +1.0% | Sale $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | +9.9%
|
ALC Alcon | $89.97 +0.8% | Purchase $1,001 - $15,000 | 11/15/2019 | 11/1/2019 | +52.3%
|
VLO Valero Energy | $157.71 +1.1% | Sale $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | +58.1%
|
DIS Walt Disney | $102.73 -2.5% | Purchase $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | -22.6%
|
UTX United Technologies | $105.70 -0.1% | Purchase $15,001 - $50,000 | 6/27/2019 | 6/17/2019 | -15.3%
|
DD DuPont de Nemours | $78.22 -0.2% | Exchange $1,001 - $15,000 | 6/14/2019 | 6/3/2019 | +9.2%
|
CTVA Corteva | $57.13 -0.7% | Exchange $1,001 - $15,000 | 6/6/2019 | 5/31/2019 | |
VOD Vodafone Group Public | $9.64 +4.9% | Sale $1,001 - $15,000 | 5/22/2019 | 5/14/2019 | -40.7%
|
ALC Alcon | $89.97 +0.8% | Exchange $1,001 - $15,000 | 4/18/2019 | 4/11/2019 | +61.8%
|
DOW DOW | $59.06 -1.0% | Exchange $1,001 - $15,000 | 4/14/2019 | 4/4/2019 | -1.1%
|
CBS CBS | | Purchase $1,001 - $15,000 | 4/14/2019 | 3/25/2019 | -100.0%
|
CCI Crown Castle | $103.52 +2.4% | Sale $15,001 - $50,000 | 4/14/2019 | 3/25/2019 | -17.4%
|
UBSI United Bankshares | $34.79 +0.9% | Purchase $1,001 - $15,000 | 4/14/2019 | 3/25/2019 | +0.9%
|
DIS Walt Disney | $102.73 -2.5% | Purchase $15,001 - $50,000 | 4/14/2019 | 3/25/2019 | -4.7%
|
ET Energy Transfer | $15.89 +0.1% | Purchase $15,001 - $50,000 | 1/16/2019 | 1/2/2019 | |
WMB Williams Companies | $40.47 +0.3% | Sale $15,001 - $50,000 | 1/2/2019 | 12/19/2018 | |
XOM Exxon Mobil | $118.62 +0.8% | Sale $15,001 - $50,000 | 1/2/2019 | 12/19/2018 | |
CVX Chevron | $163.05 -0.3% | Sale $50,001 - $100,000 | 1/2/2019 | 12/19/2018 | |
T AT&T | $17.34 +0.2% | Sale $15,001 - $50,000 | 1/2/2019 | 12/19/2018 | |
UTX United Technologies | $105.70 -0.1% | 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 | $22.02 +0.6% | Sale $1,001 - $15,000 | 11/19/2018 | 11/1/2018 | |
REZI Resideo Technologies | $22.02 +0.6% | Sale $1,001 - $15,000 | 11/19/2018 | 11/1/2018 | |
WBA Walgreens Boots Alliance | $17.89 -2.5% | Sale $15,001 - $50,000 | 10/30/2018 | 10/24/2018 | |
SBUX Starbucks | $75.70 +0.1% | Sale $15,001 - $50,000 | 10/30/2018 | 10/24/2018 | |
MMM 3M | $101.24 +1.2% | Sale $15,001 - $50,000 | 10/30/2018 | 10/24/2018 | |
ET Energy Transfer | $15.89 +0.1% | Exchange $15,001 - $50,000 | 10/30/2018 | 10/19/2018 | |
PX Praxair | $8.32 +0.1% | 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 | $157.71 +1.1% | 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 | $194.61 +3.0% | Sale $15,001 - $50,000 | 8/1/2018 | 7/26/2018 | |
ALLY Ally Financial | $41.10 +0.8% | Purchase $15,001 - $50,000 | 8/1/2018 | 7/26/2018 | |
JCI Johnson Controls International | $68.18 +1.9% | Purchase $1,001 - $15,000 | 7/24/2018 | 7/12/2018 | |
VLO Valero Energy | $157.71 +1.1% | Purchase $1,001 - $15,000 | 6/19/2018 | 6/4/2018 | |
PEP PepsiCo | $179.46 -0.2% | Purchase $15,001 - $50,000 | 6/3/2018 | 5/23/2018 | |
MMM 3M | $101.24 +1.2% | Purchase $15,001 - $50,000 | 6/3/2018 | 5/23/2018 | |
EPD Enterprise Products Partners | $28.84 -0.4% | Purchase $1,001 - $15,000 | 5/16/2018 | 5/8/2018 | |
CMCSA Comcast | $39.25 -1.1% | Purchase $15,001 - $50,000 | 5/16/2018 | 5/8/2018 | |
CCI Crown Castle | $103.52 +2.4% | Purchase $15,001 - $50,000 | 4/26/2018 | 4/20/2018 | |
QCOM QUALCOMM | $194.61 +3.0% | Sale $15,001 - $50,000 | 4/26/2018 | 4/20/2018 | |
VOD Vodafone Group Public | $9.64 +4.9% | Purchase $1,001 - $15,000 | 4/18/2018 | 4/9/2018 | |
CSCO Cisco Systems | $49.67 +1.5% | Purchase $1,001 - $15,000 | 3/1/2018 | 2/22/2018 | |
WMT Walmart | $59.83 -0.1% | Purchase $1,001 - $15,000 | 3/1/2018 | 2/22/2018 | |
WMT Walmart | $59.83 -0.1% | Sale $1,001 - $15,000 | 2/1/2018 | 1/26/2018 | |
NWL Newell Brands | $8.39 -3.7% | Sale $15,001 - $50,000 | 1/10/2018 | 12/28/2017 | |
WBA Walgreens Boots Alliance | $17.89 -2.5% | Sale $15,001 - $50,000 | 12/7/2017 | 11/28/2017 | |
GE General Electric | $163.47 +2.2% | Sale $15,001 - $50,000 | 11/8/2017 | 10/31/2017 | +10.4%
|
NWL Newell Brands | $8.39 -3.7% | 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 | $71.33 -0.8% | Purchase $1,001 - $15,000 | 9/12/2017 | 8/28/2017 | |
MDT Medtronic | $84.72 +0.5% | Purchase $1,001 - $15,000 | 9/12/2017 | 8/28/2017 | |
QCOM QUALCOMM | $194.61 +3.0% | Purchase $1,001 - $15,000 | 8/23/2017 | 8/14/2017 | |
META Meta Platforms | $481.54 +2.1% | Purchase $15,001 - $50,000 | 7/20/2017 | 7/10/2017 | |
MSFT Microsoft | $423.08 +1.6% | Sale $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
NSRGY Nestlé | $104.28 -0.1% | Sale $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
UBSI United Bankshares | $34.79 +0.9% | Purchase $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
JNJ Johnson & Johnson | $152.67 +0.9% | Sale $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
HES Hess | $156.72 -1.1% | Sale $1,001 - $15,000 | 6/1/2017 | 5/17/2017 | |
WBA Walgreens Boots Alliance | $17.89 -2.5% | Purchase $1,001 - $15,000 | 4/11/2017 | 4/5/2017 | |
MDLZ Mondelez International | $71.33 -0.8% | Purchase $1,001 - $15,000 | 4/5/2017 | 3/28/2017 | |
JCI Johnson Controls International | $68.18 +1.9% | Purchase $1,001 - $15,000 | 4/5/2017 | 3/28/2017 | |
WMB Williams Companies | $40.47 +0.3% | Purchase $1,001 - $15,000 | 4/5/2017 | 3/28/2017 | |
QCOM QUALCOMM | $194.61 +3.0% | Purchase $1,001 - $15,000 | 3/22/2017 | 3/16/2017 | |
NVDA NVIDIA | $946.30 +3.6% | Purchase $1,001 - $15,000 | 3/22/2017 | 3/16/2017 | |
UL Unilever | $54.48 +0.8% | Purchase $1,001 - $15,000 | 1/11/2017 | 1/6/2017 | |
UL Unilever | $54.48 +0.8% | Purchase $1,001 - $15,000 | 12/15/2016 | 12/6/2016 | |
NVS Novartis | $103.22 -0.1% | Purchase $1,001 - $15,000 | 12/15/2016 | 12/5/2016 | |
UNH UnitedHealth Group | $517.55 +0.7% | Purchase $15,001 - $50,000 | 12/15/2016 | 12/5/2016 | |
AXP American Express | $241.70 +0.1% | Sale $1,001 - $15,000 | 11/29/2016 | 11/14/2016 | |
CVS CVS Health | $56.26 +0.5% | Sale $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
AXP American Express | $241.70 +0.1% | Sale $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
JCI Johnson Controls International | $68.18 +1.9% | Purchase $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
WBA Walgreens Boots Alliance | $17.89 -2.5% | Purchase $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
PEP PepsiCo | $179.46 -0.2% | 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 | $75.70 +0.1% | Purchase $15,001 - $50,000 | 11/2/2016 | 10/25/2016 | |
WM Waste Management | $209.00 -0.4% | Purchase $15,001 - $50,000 | 9/8/2016 | 8/31/2016 | +263.4%
|
VOD Vodafone Group Public | $9.64 +4.9% | Purchase $1,001 - $15,000 | 8/10/2016 | 8/4/2016 | |
HON Honeywell International | $205.06 +0.9% | 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 | $103.52 +2.4% | Sale $15,001 - $50,000 | 7/11/2016 | 6/27/2016 | |
BX Blackstone | $131.31 +4.2% | Purchase $1,001 - $15,000 | 6/29/2016 | 6/22/2016 | |
CSCO Cisco Systems | $49.67 +1.5% | Purchase $1,001 - $15,000 | 6/8/2016 | 6/1/2016 | |
QCOM QUALCOMM | $194.61 +3.0% | Purchase $1,001 - $15,000 | 6/8/2016 | 6/1/2016 | |
NKE NIKE | $91.67 -1.2% | Purchase $1,001 - $15,000 | 5/19/2016 | 5/9/2016 | |
GDV The Gabelli Dividend & Income Trust | $22.87 +1.6% | Purchase $15,001 - $50,000 | 5/19/2016 | 5/9/2016 | |
MAR Marriott International | $236.00 +0.1% | Purchase $1,001 - $15,000 | 5/5/2016 | 4/26/2016 | |
HD Home Depot | $348.67 +2.4% | Purchase $1,001 - $15,000 | 5/5/2016 | 4/26/2016 | |
MDLZ Mondelez International | $71.33 -0.8% | Purchase $1,001 - $15,000 | 5/5/2016 | 4/26/2016 | |
DUK Duke Energy | $103.35 +1.0% | Purchase $15,001 - $50,000 | 4/12/2016 | 3/30/2016 | |
LYB LyondellBasell Industries | $100.27 -1.2% | Purchase $15,001 - $50,000 | 4/12/2016 | 3/30/2016 | |
EV Eaton Vance | $24.81 +1.7% | 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 | $348.67 +2.4% | Purchase $1,001 - $15,000 | 3/31/2016 | 3/21/2016 | |
M Macy's | $19.37 -2.8% | 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 | $28.82 +1.6% | Purchase $15,001 - $50,000 | 3/2/2016 | 2/23/2016 | |
DIS Walt Disney | $102.73 -2.5% | Purchase $15,001 - $50,000 | 3/2/2016 | 2/23/2016 | |
HON Honeywell International | $205.06 +0.9% | Purchase $15,001 - $50,000 | 3/1/2016 | 2/18/2016 | |
QCOM QUALCOMM | $194.61 +3.0% | Purchase $1,001 - $15,000 | 3/1/2016 | 2/18/2016 | |
AAPL Apple | $189.72 +1.2% | Purchase $1,001 - $15,000 | 6/29/2016 | 2/18/2016 | |
MSFT Microsoft | $423.08 +1.6% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
CVS CVS Health | $56.26 +0.5% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
AMZN Amazon.com | $185.99 -0.6% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
HD Home Depot | $348.67 +2.4% | Purchase $1,001 - $15,000 | 6/29/2016 | 2/18/2016 | |
JNJ Johnson & Johnson | $152.67 +0.9% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
IP International Paper | $39.71 -0.4% | Purchase $1,001 - $15,000 | 2/24/2016 | 2/2/2016 | |
NFG National Fuel Gas | $56.88 +0.7% | Sale $1,001 - $15,000 | 1/14/2016 | 12/28/2015 | |
CVS CVS Health | $56.26 +0.5% | Purchase $15,001 - $50,000 | 1/14/2016 | 12/22/2015 | |
WMB Williams Companies | $40.47 +0.3% | Sale $1,001 - $15,000 | 1/14/2016 | 12/22/2015 | |
CCI Crown Castle | $103.52 +2.4% | Purchase $1,001 - $15,000 | 11/3/2015 | 10/21/2015 | |
IBM International Business Machines | $168.26 +0.5% | Sale $1,001 - $15,000 | 11/3/2015 | 10/21/2015 | |
FCX Freeport-McMoRan | $53.61 +0.2% | Sale $1,001 - $15,000 | 9/30/2015 | 9/18/2015 | |
WMB Williams Companies | $40.47 +0.3% | Sale $15,001 - $50,000 | 7/21/2015 | 6/30/2015 | +5.9%
|
EPD Enterprise Products Partners | $28.84 -0.4% | Purchase $15,001 - $50,000 | 7/21/2015 | 6/30/2015 | +50.5%
|
HON Honeywell International | $205.06 +0.9% | 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 | $53.61 +0.2% | Purchase $1,001 - $15,000 | 6/29/2016 | 5/26/2015 | |
FCX Freeport-McMoRan | $53.61 +0.2% | Sale $1,001 - $15,000 | 6/29/2016 | 5/26/2015 | |
WMB Williams Companies | $40.47 +0.3% | 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 | |