VZ Verizon Communications | $40.54 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +15.8%
|
ABBV AbbVie | $161.28 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.2%
|
AMZN Amazon.com | $186.57 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +55.3%
|
JEF Jefferies Financial Group | $46.01 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +50.8%
|
UNP Union Pacific | $245.68 -0.7% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +27.2%
|
KLAC KLA | $714.15 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.8%
|
CSCO Cisco Systems | $48.68 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -2.4%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $206.63 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +51.9%
|
WFC Wells Fargo & Company | $61.26 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +48.6%
|
USB U.S. Bancorp | $41.49 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +35.3%
|
REIT ALPS Active REIT ETF | $24.95 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +6.6%
|
CVS CVS Health | $56.47 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -16.5%
|
AEP American Electric Power | $91.52 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.3%
|
WBA Walgreens Boots Alliance | $18.12 +5.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -39.6%
|
BAC Bank of America | $38.21 -0.6% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +35.0%
|
DE Deere & Company | $407.99 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.2%
|
CAT Caterpillar | $356.68 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +68.4%
|
NTAP NetApp | $108.15 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.9%
|
C Citigroup | $63.40 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +42.2%
|
PFE Pfizer | $28.44 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -24.4%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $98.56 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.5%
|
BMO Bank of Montreal | $94.11 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.6%
|
ARCC Ares Capital | $21.14 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.2%
|
SPGI S&P Global | $428.01 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.4%
|
ROP Roper Technologies | $521.76 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.1%
|
BRK.B Berkshire Hathaway | $411.22 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.9%
|
BDX Becton, Dickinson and Company | $236.95 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.0%
|
BCE BCE | $33.94
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.7%
|
BAC Bank of America | $38.21 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.6%
|
AGR Avangrid | $37.30 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.0%
|
T AT&T | $17.26 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.9%
|
ASML ASML | $917.24 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.5%
|
AON AON | $288.58 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.3%
|
BUD Anheuser-Busch InBev SA/NV | $64.71 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.8%
|
AWK American Water Works | $133.78 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.1%
|
AEP American Electric Power | $91.52 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.9%
|
ADBE Adobe | $483.11 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.2%
|
ACN Accenture | $307.41 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.4%
|
PWR Quanta Services | $265.43 -2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +53.6%
|
KO Coca-Cola | $63.58 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.2%
|
CME CME Group | $209.92 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.6%
|
CSCO Cisco Systems | $48.68 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.7%
|
CTAS Cintas | $690.11 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.7%
|
CINF Cincinnati Financial | $118.33 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.1%
|
BX Blackstone | $122.13 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.2%
|
NNN NNN REIT | $42.77 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.5%
|
NEE NextEra Energy | $74.58 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.6%
|
MAA Mid-America Apartment Communities | $136.07 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.8%
|
MET MetLife | $72.41 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.2%
|
MRK Merck & Co., Inc. | $129.29 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.1%
|
MCD McDonald's | $271.32 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.0%
|
MA Mastercard | $457.76 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.7%
|
LCID Lucid Group | $2.81 +5.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -63.1%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.5%
|
IPG Interpublic Group of Companies | $31.40 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.2%
|
HCA HCA Healthcare | $317.18 -2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.1%
|
HIG The Hartford Financial Services Group | $100.54 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.5%
|
GILD Gilead Sciences | $67.54 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.0%
|
GIS General Mills | $70.64 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.4%
|
FHN First Horizon | $15.79
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.9%
|
FITB Fifth Third Bancorp | $38.20 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.5%
|
ES Eversource Energy | $61.28 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.5%
|
EQIX Equinix | $776.89 +2.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.8%
|
ETR Entergy | $111.85 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.0%
|
EMR Emerson Electric | $114.82 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.3%
|
EW Edwards Lifesciences | $84.70 -2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.7%
|
DUK Duke Energy | $102.89 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
|
D Dominion Energy | $53.04 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.2%
|
DECK Deckers Outdoor | $850.67 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +89.0%
|
DHR Danaher | $251.61 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.2%
|
COST Costco Wholesale | $775.15 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.3%
|
CMCSA Comcast | $39.70 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.6%
|
CCI Crown Castle | $100.04 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.9%
|
QCOM QUALCOMM | $184.21 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +77.1%
|
PLD Prologis | $107.68 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.7%
|
PG Procter & Gamble | $165.87 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
PEP PepsiCo | $180.90 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.6%
|
PAYX Paychex | $124.77 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
|
ODFL Old Dominion Freight Line | $182.02 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.4%
|
NXPI NXP Semiconductors | $263.93 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.0%
|
TMUS T-Mobile US | $163.35 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.3%
|
SON Sonoco Products | $59.70 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.5%
|
ZTS Zoetis | $167.91 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.6%
|
DIS Walt Disney | $105.83 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.1%
|
SHW Sherwin-Williams | $315.87 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +39.5%
|
TJX TJX Companies | $98.75 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.0%
|
VZ Verizon Communications | $40.54 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.4%
|
UNH UnitedHealth Group | $511.74 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.1%
|
V Visa | $279.39 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.1%
|
TMO Thermo Fisher Scientific | $590.70 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.5%
|
TRU TransUnion | $78.42 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.5%
|
TT Trane Technologies | $326.64 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +95.0%
|
SO Southern | $78.70 +0.7% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +12.7%
|
SBUX Starbucks | $76.18 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -22.6%
|
BAC Bank of America | $38.21 -0.6% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +9.4%
|
BDX Becton, Dickinson and Company | $236.95 +0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -9.9%
|
GILD Gilead Sciences | $67.54 +2.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +3.5%
|
PWR Quanta Services | $265.43 -2.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +80.9%
|
BUD Anheuser-Busch InBev SA/NV | $64.71 +0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +29.7%
|
CRL Charles River Laboratories International | $228.41 +0.1% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +6.8%
|
AMAT Applied Materials | $206.63 -1.5% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +96.8%
|
DIS Walt Disney | $105.83 +0.0% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -9.9%
|
EXPE Expedia Group | $112.67 -0.2% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +3.9%
|
KLAC KLA | $714.15 -0.6% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +125.4%
|
KLAC KLA | $714.15 -0.6% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +125.4%
|
ALLY Ally Financial | $39.66 +0.6% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +13.9%
|
SYF Synchrony Financial | $44.91 -1.8% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +18.0%
|
KLAC KLA | $714.15 -0.6% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +94.6%
|
UNP Union Pacific | $245.68 -0.7% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -4.7%
|
UNP Union Pacific | $245.68 -0.7% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -4.7%
|
KLAC KLA | $714.15 -0.6% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +94.6%
|
C Citigroup | $63.40 -0.2% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +12.0%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +28.1%
|
AMZN Amazon.com | $186.57 -0.5% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +9.5%
|
HD Home Depot | $340.96 -1.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +0.8%
|
LCID Lucid Group | $2.81 +5.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -87.6%
|
WMT Walmart | $60.41 -0.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +31.0%
|
PFE Pfizer | $28.44 +1.5% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -31.3%
|
CAT Caterpillar | $356.68 +0.5% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +85.3%
|
WFC Wells Fargo & Company | $61.26 -1.0% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +27.7%
|
FHN First Horizon | $15.79
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -3.1%
|
ES Eversource Energy | $61.28 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.0%
|
EXPE Expedia Group | $112.67 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.3%
|
MRK Merck & Co., Inc. | $129.29 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +80.5%
|
MA Mastercard | $457.76 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.7%
|
HCA HCA Healthcare | $317.18 -2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +30.7%
|
HIG The Hartford Financial Services Group | $100.54 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +43.1%
|
GIS General Mills | $70.64 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.1%
|
FITB Fifth Third Bancorp | $38.20 -1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -10.0%
|
AMZN Amazon.com | $186.57 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +13.6%
|
AEP American Electric Power | $91.52 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +12.7%
|
AWK American Water Works | $133.78 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.9%
|
AMAT Applied Materials | $206.63 -1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +60.5%
|
ASML ASML | $917.24 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +23.1%
|
T AT&T | $17.26 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -36.1%
|
BCE BCE | $33.94
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.2%
|
CRL Charles River Laboratories International | $228.41 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -44.7%
|
CSCO Cisco Systems | $48.68 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -10.6%
|
DHR Danaher | $251.61 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -17.4%
|
EQIX Equinix | $776.89 +2.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -1.7%
|
TJX TJX Companies | $98.75 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +49.7%
|
SPGI S&P Global | $428.01 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +0.7%
|
ROP Roper Technologies | $521.76 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.0%
|
QCOM QUALCOMM | $184.21 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +42.8%
|
PLD Prologis | $107.68 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -14.2%
|
PFE Pfizer | $28.44 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -33.9%
|
PEP PepsiCo | $180.90 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +20.3%
|
ODFL Old Dominion Freight Line | $182.02 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.3%
|
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -5.0%
|
NWL Newell Brands | $8.24 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -62.8%
|
NNN NNN REIT | $42.77 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -1.0%
|
VZ Verizon Communications | $40.54 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.9%
|
SYF Synchrony Financial | $44.91 -1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -8.1%
|
ZTS Zoetis | $167.91 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -19.7%
|
DIS Walt Disney | $105.83 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -41.8%
|
WMT Walmart | $60.41 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.0%
|
V Visa | $279.39 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +24.6%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.8%
|
TRU TransUnion | $78.42 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -36.9%
|
TT Trane Technologies | $326.64 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +62.5%
|
TMO Thermo Fisher Scientific | $590.70 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +4.5%
|
NXPI NXP Semiconductors | $263.93 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +24.5%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -9.9%
|
ADBE Adobe | $483.11 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.3%
|
ALLY Ally Financial | $39.66 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.6%
|
AON AON | $288.58 -1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -0.7%
|
ARCC Ares Capital | $21.14 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +4.5%
|
AGR Avangrid | $37.30 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -32.5%
|
BRK.B Berkshire Hathaway | $411.22 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +44.2%
|
BX Blackstone | $122.13 -1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -4.8%
|
CTAS Cintas | $690.11 -1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +74.1%
|
CME CME Group | $209.92 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.2%
|
KO Coca-Cola | $63.58 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +12.0%
|
CMCSA Comcast | $39.70 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.7%
|
COST Costco Wholesale | $775.15 -1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +68.2%
|
EW Edwards Lifesciences | $84.70 -2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -29.8%
|
HD Home Depot | $340.96 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +4.0%
|
PGX Invesco Preferred ETF | $11.54 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.2%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.9%
|
SHW Sherwin-Williams | $315.87 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.3%
|
SBUX Starbucks | $76.18 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.1%
|
TMUS T-Mobile US | $163.35 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.0%
|
CVS CVS Health | $56.47 +1.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -32.6%
|
ZTS Zoetis | $167.91 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -15.9%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $18.12 +5.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -61.8%
|
V Visa | $279.39 -0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +16.4%
|
TMUS T-Mobile US | $163.35 -0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.2%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.6%
|
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.6%
|
TT Trane Technologies | $326.64 -1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +68.5%
|
TMO Thermo Fisher Scientific | $590.70 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +9.2%
|
SBUX Starbucks | $76.18 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -35.4%
|
PFE Pfizer | $28.44 +1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -38.1%
|
NXPI NXP Semiconductors | $263.93 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +21.6%
|
NTAP NetApp | $108.15 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +31.5%
|
MS Morgan Stanley | $98.56 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -2.2%
|
MA Mastercard | $457.76 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.5%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +26.3%
|
HD Home Depot | $340.96 -1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +3.7%
|
EW Edwards Lifesciences | $84.70 -2.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -25.9%
|
CVS CVS Health | $56.47 +1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -30.8%
|
CTAS Cintas | $690.11 -1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +75.8%
|
BX Blackstone | $122.13 -1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.9%
|
AMAT Applied Materials | $206.63 -1.5% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +45.5%
|
AON AON | $288.58 -1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +9.4%
|
REIT ALPS Active REIT ETF | $24.95 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $39.66 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.4%
|
ADBE Adobe | $483.11 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.2%
|
ACN Accenture | $307.41 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -3.8%
|
ABBV AbbVie | $161.28 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +41.4%
|
VZ Verizon Communications | $40.54 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -26.5%
|
QCOM QUALCOMM | $184.21 +1.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +23.7%
|
GIS General Mills | $70.64 -0.1% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +19.0%
|
CSCO Cisco Systems | $48.68 +1.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -12.2%
|
HCA HCA Healthcare | $317.18 -2.9% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +26.4%
|
WM Waste Management | $210.82 -0.3% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +97.8%
|
QCOM QUALCOMM | $184.21 +1.2% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +105.8%
|
CSCO Cisco Systems | $48.68 +1.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +4.7%
|
GIS General Mills | $70.64 -0.1% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +14.3%
|
HCA HCA Healthcare | $317.18 -2.9% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +215.4%
|
NEE NextEra Energy | $74.58 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +64.2%
|
ZTS Zoetis | $167.91 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +81.2%
|
XEL Xcel Energy | $55.83 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +11.7%
|
DIS Walt Disney | $105.83 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.4%
|
WMT Walmart | $60.41 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.6%
|
WPC W. P. Carey | $58.67 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +33.8%
|
V Visa | $279.39 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +105.8%
|
VZ Verizon Communications | $40.54 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -19.4%
|
UNH UnitedHealth Group | $511.74 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +162.6%
|
TT Trane Technologies | $326.64 -1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +358.4%
|
TMO Thermo Fisher Scientific | $590.70 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +131.4%
|
TMUS T-Mobile US | $163.35 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.8%
|
PHM PulteGroup | $116.38 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +556.0%
|
PLD Prologis | $107.68 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.9%
|
PG Procter & Gamble | $165.87 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.8%
|
PEP PepsiCo | $180.90 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +72.0%
|
PAYX Paychex | $124.77 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +147.6%
|
T AT&T | $17.26 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -35.5%
|
ARCC Ares Capital | $21.14 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +161.6%
|
AAPL Apple | $186.28 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +232.1%
|
AWK American Water Works | $133.78 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.8%
|
AEP American Electric Power | $91.52 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.7%
|
GOOGL Alphabet | $169.14 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +220.9%
|
ADBE Adobe | $483.11 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.2%
|
NNN NNN REIT | $42.77 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.4%
|
MAA Mid-America Apartment Communities | $136.07 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +60.7%
|
MSFT Microsoft | $413.72 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +204.3%
|
ES Eversource Energy | $61.28 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -1.5%
|
CMS CMS Energy | $62.91 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.7%
|
KO Coca-Cola | $63.58 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.3%
|
CL Colgate-Palmolive | $94.46 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.2%
|
CMCSA Comcast | $39.70 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +16.2%
|
COST Costco Wholesale | $775.15 -1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +171.5%
|
DHR Danaher | $251.61 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +107.3%
|
D Dominion Energy | $53.04 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -10.7%
|
DUK Duke Energy | $102.89 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +60.4%
|
EW Edwards Lifesciences | $84.70 -2.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.6%
|
ESS Essex Property Trust | $260.56 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +43.0%
|
MRK Merck & Co., Inc. | $129.29 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $271.32 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +97.9%
|
MA Mastercard | $457.76 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +125.2%
|
LAMR Lamar Advertising | $119.22 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +268.8%
|
KMB Kimberly-Clark | $136.29 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +21.3%
|
CB Chubb | $254.54 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +170.2%
|
BRK.B Berkshire Hathaway | $411.22 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +153.6%
|
BAC Bank of America | $38.21 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +111.3%
|
AGR Avangrid | $37.30 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +3.2%
|
CME CME Group | $209.92 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +50.4%
|
CTAS Cintas | $690.11 -1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +339.4%
|
CINF Cincinnati Financial | $118.33 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +77.2%
|
JPM JPMorgan Chase & Co. | $198.73 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +151.5%
|
JNJ Johnson & Johnson | $151.22 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +36.1%
|
INTC Intel | $30.51 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -38.5%
|
HD Home Depot | $340.96 -1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +110.0%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $468.01 -1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +216.0%
|
MGA Magna International | $46.97 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +47.9%
|
UNP Union Pacific | $245.68 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +91.0%
|
APH Amphenol | $127.16 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +256.5%
|
PNC The PNC Financial Services Group | $158.05 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +64.6%
|
SYY Sysco | $75.56 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +100.2%
|
EPR EPR Properties | $42.27 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +76.6%
|
PRU Prudential Financial | $117.80 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +122.6%
|
TMUS T-Mobile US | $163.35 -0.5% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +63.5%
|
AON AON | $288.58 -1.5% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +22.7%
|
PLD Prologis | $107.68 +0.2% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +15.3%
|
SIX Six Flags Entertainment | $26.88 -1.3% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -36.5%
|
BLK BlackRock | $790.33 -0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +82.1%
|
CMA Comerica | $53.19 -0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -18.9%
|
GOOGL Alphabet | $169.14 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +177.2%
|
ADBE Adobe | $483.11 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +73.3%
|
MA Mastercard | $457.76 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +69.6%
|
V Visa | $279.39 -0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +59.7%
|
UNH UnitedHealth Group | $511.74 -0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +119.3%
|
PHM PulteGroup | $116.38 -1.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +235.6%
|
ZTS Zoetis | $167.91 -0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +38.2%
|
WPC W. P. Carey | $58.67 +0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -33.0%
|
STI SunTrust Banks | $2.40 +7.6% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.2%
|
BABA Alibaba Group | $84.60 +5.7% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $187.82 +0.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $231.75 -0.8% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $53.19 -0.7% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $254.54 -0.1% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $84.60 +5.7% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $99.63 +0.7% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $171.89 +2.0% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $757.70 -0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $70.64 -0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $45.17 +0.2% | 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 | $485.48 -1.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $29.17 +0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $270.09 -0.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $41.49 -0.9% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $76.18 +0.1% | 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 | $34.25 +0.6% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $117.80 -0.9% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $17.87 +0.2% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -69.1%
|
CMS CMS Energy | $62.91 0.0% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $74.58 +1.1% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $59.36 -0.1% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $118.33 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $690.11 -1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $209.92 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $63.58 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $94.46 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $39.70 +1.0% | 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 | $775.15 -1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $251.61 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $53.04 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $59.36 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $102.89 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $231.75 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $84.70 -2.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $757.70 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $42.27 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $244.73 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $260.56 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $61.28 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $468.01 -1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $70.64 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $167.91 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $55.83 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HCN Horizons China High Dividend Yield Index ETF | C$22.00 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DIS Walt Disney | $105.83 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $60.41 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $198.73 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $151.22 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $30.51 +2.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $90.84 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $340.96 -1.6% | 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 | $45.17 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $129.29 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $413.72 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $136.07 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $42.77 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $270.09 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $124.77 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $58.67 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $17.87 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $279.39 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $40.54 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $485.48 -1.8% | 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 | $34.25 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $511.74 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $41.49 -0.9% | 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 | $590.70 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $75.56 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.40 +7.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $76.18 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $26.88 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $116.38 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $165.87 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $29.17 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $158.05 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $180.90 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $46.97 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $457.76 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $271.32 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $169.14 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $91.52 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $133.78 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $127.16 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $186.28 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.14 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.26 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $37.30 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $8.57 +7.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $38.21 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $411.22 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $790.33 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $136.29 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $61.26 -1.0% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |