VZ Verizon Communications | $40.49 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +15.7%
|
ABBV AbbVie | $161.55 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.4%
|
AMZN Amazon.com | $187.07 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +55.7%
|
JEF Jefferies Financial Group | $46.17 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +51.3%
|
UNP Union Pacific | $244.94 -0.3% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +26.8%
|
KLAC KLA | $729.92 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +58.3%
|
CSCO Cisco Systems | $48.95 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -1.8%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $209.82 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.2%
|
WFC Wells Fargo & Company | $61.88 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +50.1%
|
USB U.S. Bancorp | $41.95 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +36.8%
|
REIT ALPS Active REIT ETF | $25.26 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +7.9%
|
CVS CVS Health | $55.99 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -17.2%
|
AEP American Electric Power | $90.79 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.4%
|
WBA Walgreens Boots Alliance | $18.35 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -38.9%
|
BAC Bank of America | $38.50 +0.7% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +36.0%
|
DE Deere & Company | $412.84 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +15.6%
|
CAT Caterpillar | $358.16 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +69.1%
|
NTAP NetApp | $109.04 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +56.2%
|
C Citigroup | $63.58 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +42.6%
|
PFE Pfizer | $28.35 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -24.6%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $99.38 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +18.5%
|
BMO Bank of Montreal | $94.50 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.1%
|
ARCC Ares Capital | $21.25 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.8%
|
SPGI S&P Global | $428.03 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.5%
|
ROP Roper Technologies | $520.83 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.9%
|
BRK.B Berkshire Hathaway | $410.15 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.6%
|
BDX Becton, Dickinson and Company | $235.00 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.8%
|
BCE BCE | $34.17 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.2%
|
BAC Bank of America | $38.50 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +36.7%
|
AGR Avangrid | $37.16 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.4%
|
T AT&T | $17.29 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
ASML ASML | $915.03 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.2%
|
AON AON | $287.83 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.5%
|
BUD Anheuser-Busch InBev SA/NV | $65.68 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.5%
|
AWK American Water Works | $133.12 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.5%
|
AEP American Electric Power | $90.79 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.0%
|
ADBE Adobe | $475.95 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.4%
|
ACN Accenture | $306.84 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.2%
|
PWR Quanta Services | $263.36 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.4%
|
KO Coca-Cola | $63.09 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.4%
|
CME CME Group | $210.80 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.1%
|
CSCO Cisco Systems | $48.95 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.2%
|
CTAS Cintas | $687.70 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.1%
|
CINF Cincinnati Financial | $118.21 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.0%
|
BX Blackstone | $125.96 +3.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.8%
|
NNN NNN REIT | $42.68 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.3%
|
NEE NextEra Energy | $75.42 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.8%
|
MAA Mid-America Apartment Communities | $136.82 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.3%
|
MET MetLife | $73.31 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +38.9%
|
MRK Merck & Co., Inc. | $128.66 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.6%
|
MCD McDonald's | $270.66 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.2%
|
MA Mastercard | $454.00 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.7%
|
LCID Lucid Group | $3.12 +11.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -59.0%
|
JPM JPMorgan Chase & Co. | $201.51 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.5%
|
IPG Interpublic Group of Companies | $31.73 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.4%
|
HCA HCA Healthcare | $320.49 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.4%
|
HIG The Hartford Financial Services Group | $101.33 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +47.6%
|
GILD Gilead Sciences | $67.65 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.9%
|
GIS General Mills | $70.85 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.2%
|
FHN First Horizon | $15.94 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.2%
|
FITB Fifth Third Bancorp | $38.47 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +53.6%
|
ES Eversource Energy | $60.91 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.0%
|
EQIX Equinix | $789.82 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.7%
|
ETR Entergy | $111.30 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.5%
|
EMR Emerson Electric | $114.35 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.7%
|
EW Edwards Lifesciences | $86.46 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.9%
|
DUK Duke Energy | $102.30 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.1%
|
D Dominion Energy | $52.84 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.8%
|
DECK Deckers Outdoor | $882.45 +3.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +96.1%
|
DHR Danaher | $259.33 +3.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.5%
|
COST Costco Wholesale | $777.90 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.9%
|
CMCSA Comcast | $39.70
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.6%
|
CCI Crown Castle | $101.06 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.0%
|
QCOM QUALCOMM | $188.97 +2.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +81.7%
|
PLD Prologis | $108.28 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.2%
|
PG Procter & Gamble | $165.77 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.0%
|
PEP PepsiCo | $179.87 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.1%
|
PAYX Paychex | $123.71 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.7%
|
ODFL Old Dominion Freight Line | $181.94 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.3%
|
NXPI NXP Semiconductors | $267.66 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.2%
|
TMUS T-Mobile US | $162.41 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.6%
|
SON Sonoco Products | $60.58 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.9%
|
ZTS Zoetis | $168.87 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.2%
|
DIS Walt Disney | $105.35 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.5%
|
SHW Sherwin-Williams | $313.93 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +38.6%
|
TJX TJX Companies | $99.04 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.4%
|
VZ Verizon Communications | $40.49 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.3%
|
UNH UnitedHealth Group | $513.88 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.6%
|
V Visa | $277.61 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.3%
|
TMO Thermo Fisher Scientific | $594.80 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.2%
|
TRU TransUnion | $78.30 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.4%
|
TT Trane Technologies | $330.06 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +97.0%
|
SO Southern | $78.72 +0.0% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +12.7%
|
SBUX Starbucks | $75.63 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -23.2%
|
BAC Bank of America | $38.50 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +10.2%
|
BDX Becton, Dickinson and Company | $235.00 -0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -10.6%
|
GILD Gilead Sciences | $67.65 +0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +3.6%
|
PWR Quanta Services | $263.36 -0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +79.4%
|
BUD Anheuser-Busch InBev SA/NV | $65.68 +1.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +31.6%
|
CRL Charles River Laboratories International | $232.82 +1.9% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +8.9%
|
AMAT Applied Materials | $209.82 +1.5% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +99.8%
|
DIS Walt Disney | $105.35 -0.5% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -10.3%
|
EXPE Expedia Group | $113.48 +0.7% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +4.7%
|
KLAC KLA | $729.92 +2.4% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +130.4%
|
KLAC KLA | $729.92 +2.4% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +130.4%
|
ALLY Ally Financial | $40.78 +2.8% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +17.1%
|
SYF Synchrony Financial | $45.18 +0.6% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +18.7%
|
KLAC KLA | $729.92 +2.4% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +98.9%
|
UNP Union Pacific | $244.94 -0.3% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -5.0%
|
UNP Union Pacific | $244.94 -0.3% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -5.0%
|
KLAC KLA | $729.92 +2.4% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +98.9%
|
C Citigroup | $63.58 +0.3% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +12.4%
|
AMZN Amazon.com | $187.07 +0.3% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +28.4%
|
AMZN Amazon.com | $187.07 +0.3% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +9.8%
|
HD Home Depot | $340.48 -0.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +0.7%
|
LCID Lucid Group | $3.12 +11.0% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -86.2%
|
WMT Walmart | $59.85 -0.9% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +29.8%
|
PFE Pfizer | $28.35 -0.3% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -31.6%
|
CAT Caterpillar | $358.16 +0.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +86.1%
|
WFC Wells Fargo & Company | $61.88 +1.0% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +29.0%
|
FHN First Horizon | $15.94 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.1%
|
ES Eversource Energy | $60.91 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.5%
|
EXPE Expedia Group | $113.48 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -30.8%
|
MRK Merck & Co., Inc. | $128.66 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +79.6%
|
MA Mastercard | $454.00 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +30.6%
|
HCA HCA Healthcare | $320.49 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +32.0%
|
HIG The Hartford Financial Services Group | $101.33 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +44.2%
|
GIS General Mills | $70.85 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.4%
|
FITB Fifth Third Bancorp | $38.47 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.4%
|
AMZN Amazon.com | $187.07 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +13.9%
|
AEP American Electric Power | $90.79 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.8%
|
AWK American Water Works | $133.12 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.2%
|
AMAT Applied Materials | $209.82 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +63.0%
|
ASML ASML | $915.03 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.8%
|
T AT&T | $17.29 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -36.0%
|
BCE BCE | $34.17 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.8%
|
CRL Charles River Laboratories International | $232.82 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -43.6%
|
CSCO Cisco Systems | $48.95 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -10.1%
|
DHR Danaher | $259.33 +3.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -14.8%
|
EQIX Equinix | $789.82 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | 0.0%
|
TJX TJX Companies | $99.04 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +50.1%
|
SPGI S&P Global | $428.03 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +0.7%
|
ROP Roper Technologies | $520.83 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.7%
|
QCOM QUALCOMM | $188.97 +2.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +46.5%
|
PLD Prologis | $108.28 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -13.7%
|
PFE Pfizer | $28.35 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -34.1%
|
PEP PepsiCo | $179.87 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.6%
|
ODFL Old Dominion Freight Line | $181.94 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.2%
|
NEE NextEra Energy | $75.42 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -3.9%
|
NWL Newell Brands | $8.71 +5.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -60.7%
|
NNN NNN REIT | $42.68 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -1.2%
|
VZ Verizon Communications | $40.49 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.0%
|
SYF Synchrony Financial | $45.18 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.6%
|
ZTS Zoetis | $168.87 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -19.3%
|
DIS Walt Disney | $105.35 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -42.1%
|
WMT Walmart | $59.85 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.9%
|
V Visa | $277.61 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.8%
|
UNH UnitedHealth Group | $513.88 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.3%
|
TRU TransUnion | $78.30 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.0%
|
TT Trane Technologies | $330.06 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +64.2%
|
TMO Thermo Fisher Scientific | $594.80 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.2%
|
NXPI NXP Semiconductors | $267.66 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +26.3%
|
ACN Accenture | $306.84 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -10.0%
|
ADBE Adobe | $475.95 -1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -28.4%
|
ALLY Ally Financial | $40.78 +2.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -21.4%
|
AON AON | $287.83 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -0.9%
|
ARCC Ares Capital | $21.25 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.1%
|
AGR Avangrid | $37.16 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -32.8%
|
BRK.B Berkshire Hathaway | $410.15 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +43.8%
|
BX Blackstone | $125.96 +3.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -1.8%
|
CTAS Cintas | $687.70 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +73.5%
|
CME CME Group | $210.80 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.7%
|
KO Coca-Cola | $63.09 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +11.1%
|
CMCSA Comcast | $39.70
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.7%
|
COST Costco Wholesale | $777.90 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +68.8%
|
EW Edwards Lifesciences | $86.46 +2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -28.3%
|
HD Home Depot | $340.48 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.9%
|
PGX Invesco Preferred ETF | $11.50 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.4%
|
JPM JPMorgan Chase & Co. | $201.51 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +25.6%
|
SHW Sherwin-Williams | $313.93 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.7%
|
SBUX Starbucks | $75.63 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.6%
|
TMUS T-Mobile US | $162.41 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.3%
|
CVS CVS Health | $55.99 -0.9% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -33.2%
|
TMUS T-Mobile US | $162.41 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +13.6%
|
UNH UnitedHealth Group | $513.88 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.1%
|
UNH UnitedHealth Group | $513.88 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.1%
|
TT Trane Technologies | $330.06 +1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +70.2%
|
TMO Thermo Fisher Scientific | $594.80 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +9.9%
|
SBUX Starbucks | $75.63 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -35.9%
|
PFE Pfizer | $28.35 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -38.3%
|
NXPI NXP Semiconductors | $267.66 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.3%
|
NTAP NetApp | $109.04 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +32.6%
|
MS Morgan Stanley | $99.38 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -1.4%
|
MA Mastercard | $454.00 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.5%
|
JPM JPMorgan Chase & Co. | $201.51 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +28.1%
|
HD Home Depot | $340.48 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +3.6%
|
EW Edwards Lifesciences | $86.46 +2.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -24.4%
|
CVS CVS Health | $55.99 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -31.4%
|
CTAS Cintas | $687.70 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +75.2%
|
BX Blackstone | $125.96 +3.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.3%
|
AMAT Applied Materials | $209.82 +1.5% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +47.8%
|
AON AON | $287.83 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +9.1%
|
REIT ALPS Active REIT ETF | $25.26 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $40.78 +2.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -21.3%
|
ADBE Adobe | $475.95 -1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -24.4%
|
ACN Accenture | $306.84 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -4.0%
|
ABBV AbbVie | $161.55 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +41.6%
|
VZ Verizon Communications | $40.49 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -26.5%
|
ZTS Zoetis | $168.87 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -15.4%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $18.35 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -61.3%
|
V Visa | $277.61 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +15.7%
|
QCOM QUALCOMM | $188.97 +2.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +26.9%
|
GIS General Mills | $70.85 +0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +19.3%
|
CSCO Cisco Systems | $48.95 +0.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -11.7%
|
HCA HCA Healthcare | $320.49 +1.0% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +27.7%
|
WM Waste Management | $209.83 -0.5% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +96.9%
|
QCOM QUALCOMM | $188.97 +2.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +111.1%
|
CSCO Cisco Systems | $48.95 +0.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +5.3%
|
GIS General Mills | $70.85 +0.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +14.7%
|
HCA HCA Healthcare | $320.49 +1.0% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +218.7%
|
NEE NextEra Energy | $75.42 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +66.1%
|
ZTS Zoetis | $168.87 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +82.2%
|
XEL Xcel Energy | $55.56 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +11.1%
|
DIS Walt Disney | $105.35 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +22.8%
|
WMT Walmart | $59.85 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.1%
|
WPC W. P. Carey | $59.37 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +35.4%
|
V Visa | $277.61 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +104.5%
|
VZ Verizon Communications | $40.49 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -19.5%
|
UNH UnitedHealth Group | $513.88 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +163.7%
|
TT Trane Technologies | $330.06 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +363.2%
|
TMO Thermo Fisher Scientific | $594.80 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +133.0%
|
TMUS T-Mobile US | $162.41 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +114.5%
|
PHM PulteGroup | $116.10 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +554.5%
|
PLD Prologis | $108.28 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.9%
|
PG Procter & Gamble | $165.77 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.7%
|
PEP PepsiCo | $179.87 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +71.0%
|
PAYX Paychex | $123.71 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +145.5%
|
T AT&T | $17.29 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -35.4%
|
ARCC Ares Capital | $21.25 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +163.0%
|
AAPL Apple | $187.43 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +234.1%
|
AWK American Water Works | $133.12 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.1%
|
AEP American Electric Power | $90.79 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.7%
|
GOOGL Alphabet | $170.34 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +223.2%
|
ADBE Adobe | $475.95 -1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +54.9%
|
NNN NNN REIT | $42.68 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.1%
|
MAA Mid-America Apartment Communities | $136.82 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.6%
|
MSFT Microsoft | $416.56 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +206.3%
|
ES Eversource Energy | $60.91 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -2.1%
|
CMS CMS Energy | $62.39
| Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +28.6%
|
KO Coca-Cola | $63.09 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.0%
|
CL Colgate-Palmolive | $94.55 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.4%
|
CMCSA Comcast | $39.70
| Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +16.2%
|
COST Costco Wholesale | $777.90 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +172.4%
|
DHR Danaher | $259.33 +3.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +113.6%
|
D Dominion Energy | $52.84 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -11.0%
|
DUK Duke Energy | $102.30 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +59.5%
|
EW Edwards Lifesciences | $86.46 +2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.0%
|
ESS Essex Property Trust | $264.97 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +45.4%
|
MRK Merck & Co., Inc. | $128.66 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $270.66 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +97.4%
|
MA Mastercard | $454.00 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +123.3%
|
LAMR Lamar Advertising | $119.53 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +269.7%
|
KMB Kimberly-Clark | $135.10 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +20.3%
|
CB Chubb | $253.19 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +168.8%
|
BRK.B Berkshire Hathaway | $410.15 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +153.0%
|
BAC Bank of America | $38.50 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +112.9%
|
AGR Avangrid | $37.16 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +2.8%
|
CME CME Group | $210.80 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +51.1%
|
CTAS Cintas | $687.70 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +337.9%
|
CINF Cincinnati Financial | $118.21 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +77.0%
|
JPM JPMorgan Chase & Co. | $201.51 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +155.0%
|
JNJ Johnson & Johnson | $151.36 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +36.2%
|
INTC Intel | $31.05 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -37.4%
|
HD Home Depot | $340.48 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +109.7%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $471.85 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +218.6%
|
MGA Magna International | $47.55 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +49.8%
|
UNP Union Pacific | $244.94 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +90.4%
|
APH Amphenol | $128.47 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +260.2%
|
PNC The PNC Financial Services Group | $159.40 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +66.0%
|
SYY Sysco | $75.89 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +101.0%
|
EPR EPR Properties | $43.29 +2.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +80.9%
|
PRU Prudential Financial | $118.88 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +124.6%
|
TMUS T-Mobile US | $162.41 -0.6% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +62.6%
|
AON AON | $287.83 -0.3% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +22.3%
|
PLD Prologis | $108.28 +0.6% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +15.9%
|
SIX Six Flags Entertainment | $26.72 -0.6% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -36.9%
|
BLK BlackRock | $802.97 +1.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +85.0%
|
CMA Comerica | $54.00 +1.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -17.7%
|
GOOGL Alphabet | $170.34 +0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +179.2%
|
ADBE Adobe | $475.95 -1.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +70.8%
|
MA Mastercard | $454.00 -0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +68.2%
|
V Visa | $277.61 -0.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +58.6%
|
UNH UnitedHealth Group | $513.88 +0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +120.3%
|
PHM PulteGroup | $116.10 -0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +234.8%
|
ZTS Zoetis | $168.87 +0.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +39.0%
|
WPC W. P. Carey | $59.37 +1.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -32.2%
|
STI SunTrust Banks | $2.36 -1.7% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.2%
|
BABA Alibaba Group | $79.51 -6.0% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $191.13 +1.8% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $231.90 +0.1% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $54.00 +1.5% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $253.19 -0.5% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $79.51 -6.0% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $100.07 +0.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $177.55 +3.3% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $763.89 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $70.85 +0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $45.66 +1.1% | 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 | $496.85 +2.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $29.19 +0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $41.95 +1.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $267.75 -0.9% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $75.63 -0.7% | 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 | $34.62 +1.1% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $118.88 +0.9% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $18.01 +0.8% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -68.8%
|
CMS CMS Energy | $62.39
| Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $75.42 +1.1% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $59.65 +0.5% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $118.21 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $687.70 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $210.80 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $63.09 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $94.55 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $39.70
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.31
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $777.90 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $259.33 +3.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $52.84 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $59.65 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $102.30 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $231.90 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $86.46 +2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $763.89 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $43.29 +2.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $247.37 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $264.97 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $60.91 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $471.85 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $70.85 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $168.87 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $55.56 -0.5% | 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 | $105.35 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $59.85 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $201.51 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $151.36 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $31.05 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $91.55 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $340.48 -0.1% | 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 | $45.66 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $128.66 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $416.56 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $136.82 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $42.68 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $267.75 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $123.71 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $59.37 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $18.01 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $277.61 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $40.49 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $496.85 +2.3% | 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 | $34.62 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $513.88 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $41.95 +1.1% | 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 | $594.80 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $75.89 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.36 -1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $75.63 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $26.72 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $116.10 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $165.77 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $29.19 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $159.40 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $179.87 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $47.55 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $454.00 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $270.66 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $170.34 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $90.79 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $133.12 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $128.47 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $187.43 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.25 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.29 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $37.16 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $8.54 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $38.50 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $410.15 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $802.97 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $135.10 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $61.88 +1.0% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |