VZ Verizon Communications | $39.65 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.3%
|
ABBV AbbVie | $160.46 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.6%
|
AMZN Amazon.com | $191.48 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +59.4%
|
JEF Jefferies Financial Group | $45.83 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +50.2%
|
UNP Union Pacific | $246.40 +0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +27.6%
|
KLAC KLA | $714.51 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.9%
|
CSCO Cisco Systems | $47.82 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -4.1%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $206.86 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +52.0%
|
WFC Wells Fargo & Company | $61.21 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +48.5%
|
USB U.S. Bancorp | $41.68 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +35.9%
|
REIT ALPS Active REIT ETF | $24.86 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +6.2%
|
CVS CVS Health | $55.24 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -18.3%
|
AEP American Electric Power | $90.31 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +9.8%
|
WBA Walgreens Boots Alliance | $17.24 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -42.6%
|
BAC Bank of America | $37.98 +0.7% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +34.2%
|
DE Deere & Company | $409.19 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.6%
|
CAT Caterpillar | $351.31 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +65.9%
|
NTAP NetApp | $107.87 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.5%
|
C Citigroup | $63.01 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +41.3%
|
PFE Pfizer | $28.04 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -25.4%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $97.39 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.1%
|
BMO Bank of Montreal | $93.53 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.9%
|
ARCC Ares Capital | $20.86 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.7%
|
SPGI S&P Global | $429.82 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.0%
|
ROP Roper Technologies | $522.38 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.2%
|
BRK.B Berkshire Hathaway | $407.32 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.7%
|
BDX Becton, Dickinson and Company | $234.93 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.8%
|
BCE BCE | $33.88 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.8%
|
BAC Bank of America | $37.98 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.8%
|
AGR Avangrid | $36.81 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.3%
|
T AT&T | $17.14 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.1%
|
ASML ASML | $910.98 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.6%
|
AON AON | $285.83 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.1%
|
BUD Anheuser-Busch InBev SA/NV | $63.46 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.6%
|
AWK American Water Works | $134.12 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.8%
|
AEP American Electric Power | $90.31 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.5%
|
ADBE Adobe | $482.73 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.1%
|
ACN Accenture | $303.59 -2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.1%
|
PWR Quanta Services | $269.89 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.1%
|
KO Coca-Cola | $62.97 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.2%
|
CME CME Group | $212.93 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.3%
|
CSCO Cisco Systems | $47.82 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.5%
|
CTAS Cintas | $695.58 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.8%
|
CINF Cincinnati Financial | $117.56 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.4%
|
BX Blackstone | $121.68 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.7%
|
NNN NNN REIT | $42.12 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.0%
|
NEE NextEra Energy | $73.77 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.5%
|
MAA Mid-America Apartment Communities | $134.55 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.9%
|
MET MetLife | $72.64 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.7%
|
MRK Merck & Co., Inc. | $129.94 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
|
MCD McDonald's | $267.44 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.3%
|
MA Mastercard | $454.56 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.8%
|
LCID Lucid Group | $2.69 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -64.7%
|
JPM JPMorgan Chase & Co. | $196.62 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.9%
|
IPG Interpublic Group of Companies | $31.30 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.5%
|
HCA HCA Healthcare | $318.39 +2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.6%
|
HIG The Hartford Financial Services Group | $100.79 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.8%
|
GILD Gilead Sciences | $64.74 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.6%
|
GIS General Mills | $69.97 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.2%
|
FHN First Horizon | $15.84
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.3%
|
FITB Fifth Third Bancorp | $38.64 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.3%
|
ES Eversource Energy | $61.60 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.1%
|
EQIX Equinix | $775.68 +12.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.7%
|
ETR Entergy | $111.10 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.3%
|
EMR Emerson Electric | $114.96 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.5%
|
EW Edwards Lifesciences | $87.51 +2.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.2%
|
DUK Duke Energy | $102.63 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.5%
|
D Dominion Energy | $52.75 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.6%
|
DECK Deckers Outdoor | $874.88 +2.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +94.4%
|
DHR Danaher | $249.99 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.5%
|
COST Costco Wholesale | $775.76 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.4%
|
CMCSA Comcast | $38.70 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.0%
|
CCI Crown Castle | $100.12 +2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.8%
|
QCOM QUALCOMM | $181.12 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +74.1%
|
PLD Prologis | $107.04 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.2%
|
PG Procter & Gamble | $165.91 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
PEP PepsiCo | $177.70 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.3%
|
PAYX Paychex | $120.59 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.8%
|
ODFL Old Dominion Freight Line | $184.42 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.9%
|
NXPI NXP Semiconductors | $260.43 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.0%
|
TMUS T-Mobile US | $163.43 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.4%
|
SON Sonoco Products | $58.53 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.5%
|
ZTS Zoetis | $167.14 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.1%
|
DIS Walt Disney | $105.59 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.8%
|
SHW Sherwin-Williams | $319.08 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +40.9%
|
TJX TJX Companies | $98.96 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.3%
|
VZ Verizon Communications | $39.65 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.9%
|
UNH UnitedHealth Group | $504.54 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.6%
|
V Visa | $276.85 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.9%
|
TMO Thermo Fisher Scientific | $576.63 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.8%
|
TRU TransUnion | $78.09 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.1%
|
TT Trane Technologies | $330.56 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +97.3%
|
SO Southern | $77.77 +0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +11.4%
|
SBUX Starbucks | $75.21 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -23.6%
|
BAC Bank of America | $37.98 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +8.7%
|
BDX Becton, Dickinson and Company | $234.93 +0.6% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -10.6%
|
GILD Gilead Sciences | $64.74 -0.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -0.8%
|
PWR Quanta Services | $269.89 +1.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +83.9%
|
BUD Anheuser-Busch InBev SA/NV | $63.46 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +27.2%
|
CRL Charles River Laboratories International | $229.72 -2.4% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +7.4%
|
AMAT Applied Materials | $206.86 -0.2% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +97.0%
|
DIS Walt Disney | $105.59 +0.1% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -10.1%
|
EXPE Expedia Group | $112.29 +0.7% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +3.6%
|
KLAC KLA | $714.51 -0.4% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +125.5%
|
KLAC KLA | $714.51 -0.4% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +125.5%
|
ALLY Ally Financial | $39.54 +0.2% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +13.5%
|
SYF Synchrony Financial | $45.76 +0.3% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +20.2%
|
KLAC KLA | $714.51 -0.4% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +94.7%
|
UNP Union Pacific | $246.40 +0.2% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -4.4%
|
UNP Union Pacific | $246.40 +0.2% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -4.4%
|
KLAC KLA | $714.51 -0.4% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +94.7%
|
C Citigroup | $63.01 +0.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +11.3%
|
AMZN Amazon.com | $191.48 +1.9% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +31.5%
|
AMZN Amazon.com | $191.48 +1.9% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +12.3%
|
HD Home Depot | $344.85 +1.8% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +1.9%
|
LCID Lucid Group | $2.69 -0.7% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -88.1%
|
WMT Walmart | $60.53 +0.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +31.2%
|
PFE Pfizer | $28.04 +0.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -32.3%
|
CAT Caterpillar | $351.31 +2.0% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +82.5%
|
WFC Wells Fargo & Company | $61.21 +0.5% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +27.6%
|
FHN First Horizon | $15.84
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.8%
|
ES Eversource Energy | $61.60 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.7%
|
EXPE Expedia Group | $112.29 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.5%
|
MRK Merck & Co., Inc. | $129.94 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +81.4%
|
MA Mastercard | $454.56 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +30.7%
|
HCA HCA Healthcare | $318.39 +2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.2%
|
HIG The Hartford Financial Services Group | $100.79 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +43.5%
|
GIS General Mills | $69.97 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.0%
|
FITB Fifth Third Bancorp | $38.64 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.0%
|
AMZN Amazon.com | $191.48 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.6%
|
AEP American Electric Power | $90.31 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.2%
|
AWK American Water Works | $134.12 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.7%
|
AMAT Applied Materials | $206.86 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +60.7%
|
ASML ASML | $910.98 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.3%
|
T AT&T | $17.14 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -36.5%
|
BCE BCE | $33.88 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.3%
|
CRL Charles River Laboratories International | $229.72 -2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -44.3%
|
CSCO Cisco Systems | $47.82 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -12.1%
|
DHR Danaher | $249.99 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -17.9%
|
EQIX Equinix | $775.68 +12.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -1.8%
|
TJX TJX Companies | $98.96 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +50.0%
|
SPGI S&P Global | $429.82 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.2%
|
ROP Roper Technologies | $522.38 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.1%
|
QCOM QUALCOMM | $181.12 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.4%
|
PLD Prologis | $107.04 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -14.7%
|
PFE Pfizer | $28.04 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -34.8%
|
PEP PepsiCo | $177.70 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.1%
|
ODFL Old Dominion Freight Line | $184.42 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +29.0%
|
NEE NextEra Energy | $73.77 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.0%
|
NWL Newell Brands | $8.15 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -63.2%
|
NNN NNN REIT | $42.12 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.5%
|
VZ Verizon Communications | $39.65 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.6%
|
SYF Synchrony Financial | $45.76 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.4%
|
ZTS Zoetis | $167.14 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -20.1%
|
DIS Walt Disney | $105.59 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -41.9%
|
WMT Walmart | $60.53 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.2%
|
V Visa | $276.85 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.5%
|
UNH UnitedHealth Group | $504.54 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.1%
|
TRU TransUnion | $78.09 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.2%
|
TT Trane Technologies | $330.56 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +64.4%
|
TMO Thermo Fisher Scientific | $576.63 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.0%
|
NXPI NXP Semiconductors | $260.43 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.9%
|
ACN Accenture | $303.59 -2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -11.0%
|
ADBE Adobe | $482.73 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.4%
|
ALLY Ally Financial | $39.54 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.8%
|
AON AON | $285.83 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -1.6%
|
ARCC Ares Capital | $20.86 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.2%
|
AGR Avangrid | $36.81 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -33.4%
|
BRK.B Berkshire Hathaway | $407.32 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +42.8%
|
BX Blackstone | $121.68 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -5.2%
|
CTAS Cintas | $695.58 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +75.5%
|
CME CME Group | $212.93 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.7%
|
KO Coca-Cola | $62.97 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.9%
|
CMCSA Comcast | $38.70 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.3%
|
COST Costco Wholesale | $775.76 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +68.3%
|
EW Edwards Lifesciences | $87.51 +2.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.4%
|
HD Home Depot | $344.85 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.2%
|
PGX Invesco Preferred ETF | $11.51 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.4%
|
JPM JPMorgan Chase & Co. | $196.62 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.5%
|
SHW Sherwin-Williams | $319.08 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.4%
|
SBUX Starbucks | $75.21 +2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.9%
|
TMUS T-Mobile US | $163.43 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.1%
|
CVS CVS Health | $55.24 +0.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -34.1%
|
TMUS T-Mobile US | $163.43 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.3%
|
UNH UnitedHealth Group | $504.54 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.8%
|
UNH UnitedHealth Group | $504.54 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.8%
|
TT Trane Technologies | $330.56 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +70.5%
|
TMO Thermo Fisher Scientific | $576.63 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.6%
|
SBUX Starbucks | $75.21 +2.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -36.2%
|
PFE Pfizer | $28.04 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -39.0%
|
NXPI NXP Semiconductors | $260.43 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +20.0%
|
NTAP NetApp | $107.87 -1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +31.1%
|
MS Morgan Stanley | $97.39 +1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -3.3%
|
MA Mastercard | $454.56 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.6%
|
JPM JPMorgan Chase & Co. | $196.62 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.0%
|
HD Home Depot | $344.85 +1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +4.9%
|
EW Edwards Lifesciences | $87.51 +2.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.5%
|
CVS CVS Health | $55.24 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -32.3%
|
CTAS Cintas | $695.58 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +77.2%
|
BX Blackstone | $121.68 +1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.5%
|
AMAT Applied Materials | $206.86 -0.2% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +45.7%
|
AON AON | $285.83 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +8.3%
|
REIT ALPS Active REIT ETF | $24.86 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $39.54 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.7%
|
ADBE Adobe | $482.73 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.3%
|
ACN Accenture | $303.59 -2.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -5.0%
|
ABBV AbbVie | $160.46 +0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +40.7%
|
VZ Verizon Communications | $39.65 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -28.1%
|
ZTS Zoetis | $167.14 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -16.3%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $17.24 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -63.7%
|
V Visa | $276.85 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +15.4%
|
QCOM QUALCOMM | $181.12 +0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +21.7%
|
GIS General Mills | $69.97 +0.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +17.9%
|
CSCO Cisco Systems | $47.82 -0.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -13.8%
|
HCA HCA Healthcare | $318.39 +2.9% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +26.8%
|
WM Waste Management | $210.03 +0.0% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +97.1%
|
QCOM QUALCOMM | $181.12 +0.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +102.3%
|
CSCO Cisco Systems | $47.82 -0.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +2.9%
|
GIS General Mills | $69.97 +0.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +13.2%
|
HCA HCA Healthcare | $318.39 +2.9% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +216.6%
|
NEE NextEra Energy | $73.77 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.4%
|
ZTS Zoetis | $167.14 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +80.4%
|
XEL Xcel Energy | $55.28 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +10.6%
|
DIS Walt Disney | $105.59 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.1%
|
WMT Walmart | $60.53 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.9%
|
WPC W. P. Carey | $57.46 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +31.0%
|
V Visa | $276.85 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +104.0%
|
VZ Verizon Communications | $39.65 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -21.2%
|
UNH UnitedHealth Group | $504.54 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +158.9%
|
TT Trane Technologies | $330.56 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +363.9%
|
TMO Thermo Fisher Scientific | $576.63 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +125.9%
|
TMUS T-Mobile US | $163.43 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.9%
|
PHM PulteGroup | $117.29 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +561.2%
|
PLD Prologis | $107.04 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.9%
|
PG Procter & Gamble | $165.91 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.8%
|
PEP PepsiCo | $177.70 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.9%
|
PAYX Paychex | $120.59 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +139.3%
|
T AT&T | $17.14 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -36.0%
|
ARCC Ares Capital | $20.86 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +158.2%
|
AAPL Apple | $184.02 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +228.1%
|
AWK American Water Works | $134.12 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +38.2%
|
AEP American Electric Power | $90.31 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.0%
|
GOOGL Alphabet | $169.28 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +221.2%
|
ADBE Adobe | $482.73 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.1%
|
NNN NNN REIT | $42.12 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.0%
|
MAA Mid-America Apartment Communities | $134.55 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.9%
|
MSFT Microsoft | $411.58 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +202.7%
|
ES Eversource Energy | $61.60 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -1.0%
|
CMS CMS Energy | $63.05 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.0%
|
KO Coca-Cola | $62.97 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.7%
|
CL Colgate-Palmolive | $94.11 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.6%
|
CMCSA Comcast | $38.70 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +13.3%
|
COST Costco Wholesale | $775.76 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +171.7%
|
DHR Danaher | $249.99 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +105.9%
|
D Dominion Energy | $52.75 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -11.2%
|
DUK Duke Energy | $102.63 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +60.0%
|
EW Edwards Lifesciences | $87.51 +2.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.0%
|
ESS Essex Property Trust | $257.05 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +41.1%
|
MRK Merck & Co., Inc. | $129.94 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $267.44 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +95.1%
|
MA Mastercard | $454.56 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +123.6%
|
LAMR Lamar Advertising | $118.73 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +267.2%
|
KMB Kimberly-Clark | $136.21 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +21.2%
|
CB Chubb | $252.76 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +168.3%
|
BRK.B Berkshire Hathaway | $407.32 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +151.2%
|
BAC Bank of America | $37.98 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +110.1%
|
AGR Avangrid | $36.81 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +1.9%
|
CME CME Group | $212.93 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +52.6%
|
CTAS Cintas | $695.58 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +342.9%
|
CINF Cincinnati Financial | $117.56 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.0%
|
JPM JPMorgan Chase & Co. | $196.62 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +148.8%
|
JNJ Johnson & Johnson | $149.64 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +34.6%
|
INTC Intel | $30.13 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -39.2%
|
HD Home Depot | $344.85 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +112.4%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $474.93 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +220.7%
|
MGA Magna International | $46.97 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +47.9%
|
UNP Union Pacific | $246.40 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +91.6%
|
APH Amphenol | $127.16 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +256.5%
|
PNC The PNC Financial Services Group | $157.09 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +63.6%
|
SYY Sysco | $75.10 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +98.9%
|
EPR EPR Properties | $41.37 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +72.9%
|
PRU Prudential Financial | $117.74 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +122.5%
|
TMUS T-Mobile US | $163.43 +0.4% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +63.6%
|
AON AON | $285.83 +0.7% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +21.5%
|
PLD Prologis | $107.04 +1.1% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +14.6%
|
SIX Six Flags Entertainment | $26.12 +4.2% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -38.3%
|
BLK BlackRock | $788.23 +1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +81.6%
|
CMA Comerica | $53.36 -1.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -18.6%
|
GOOGL Alphabet | $169.28 -0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +177.4%
|
ADBE Adobe | $482.73 -1.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +73.2%
|
MA Mastercard | $454.56 0.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +68.4%
|
V Visa | $276.85 -0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +58.2%
|
UNH UnitedHealth Group | $504.54 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +116.3%
|
PHM PulteGroup | $117.29 +1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +238.2%
|
ZTS Zoetis | $167.14 +1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +37.5%
|
WPC W. P. Carey | $57.46 +1.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -34.4%
|
STI SunTrust Banks | $2.42 +4.3% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.1%
|
BABA Alibaba Group | $79.52 +1.4% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $184.80 +0.5% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $232.68 -0.2% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $53.36 -1.0% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $252.76 +0.4% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $79.52 +1.4% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $96.67 +0.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $173.22 -0.9% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $774.01 -0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $69.97 +0.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $44.53 +0.9% | 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 | $485.43 +1.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $28.80 +1.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $41.68 0.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $270.06 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $75.21 +2.3% | 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 | $33.93 +0.9% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $117.74 +0.9% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $17.96 +0.7% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -68.9%
|
CMS CMS Energy | $63.05 +0.5% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $73.77 +1.3% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $59.18 +0.9% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $117.56 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $695.58 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $212.93 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $62.97 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $94.11 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $38.70 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.29
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $775.76 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $249.99 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $52.75 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $59.18 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $102.63 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $232.68 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $87.51 +2.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $774.01 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $41.37 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $238.16 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $257.05 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $61.60 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $474.93 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $69.97 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $167.14 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $55.28 +0.6% | 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 | $105.59 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $60.53 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $196.62 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $149.64 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $30.13 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $91.06 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $344.85 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HTA Healthcare Trust of America | | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GPT Gramercy Property Trust | $27.48
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GSK GSK | $44.53 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $129.94 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $411.58 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $134.55 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $42.12 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $270.06 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $120.59 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $57.46 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $17.96 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $276.85 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.65 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $485.43 +1.0% | 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 | $33.93 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $504.54 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $41.68 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
TWX Time Warner | $98.77
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
TMO Thermo Fisher Scientific | $576.63 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $75.10 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.42 +4.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $75.21 +2.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $26.12 +4.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $117.29 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $165.91 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $28.80 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $157.09 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $177.70 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $46.97 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $454.56 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $267.44 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $169.28 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $90.31 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $134.12 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $127.16 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $184.02 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $20.86 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.14 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.81 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $8.53 -26.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $37.98 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $407.32 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $788.23 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $136.21 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $61.21 +0.5% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |