AAPL Apple | $284.09 +2.6% | Sale (Partial) $1,001 - $15,000 | 10/13/2020 | 9/11/2020 | +153.7%
 |
DIS Walt Disney | $100.11 -1.2% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -22.4%
 |
LOW Lowe's Companies | $225.39 +0.7% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +42.7%
 |
MSFT Microsoft | $411.41 -0.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +94.5%
 |
MSFT Microsoft | $411.41 -0.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +94.5%
 |
SBUX Starbucks | $104.97 0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +32.9%
 |
SBUX Starbucks | $104.97 0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +32.9%
 |
DIS Walt Disney | $100.11 -1.2% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -22.4%
 |
CSCO Cisco Systems | $94.25 +1.8% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +124.5%
 |
AAPL Apple | $284.09 +2.6% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +145.5%
 |
AAPL Apple | $284.09 +2.6% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +145.5%
 |
IBM International Business Machines | $228.87 -0.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +83.2%
 |
LOW Lowe's Companies | $225.39 +0.7% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +42.7%
 |
IBM International Business Machines | $228.87 -0.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +83.2%
 |
CMCSA Comcast | $26.43 -2.4% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -39.3%
 |
CMCSA Comcast | $26.43 -2.4% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -39.3%
 |
CSCO Cisco Systems | $94.25 +1.8% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +124.5%
 |
PLD Prologis | $140.08 +0.9% | Purchase $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | +49.4%
 |
TROW T. Rowe Price Group | $104.03 +0.9% | Sale (Full) $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | -20.4%
 |
AMGN Amgen | $329.07 +1.6% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +65.9%
 |
T AT&T | $25.96 -0.6% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -25.2%
 |
JNJ Johnson & Johnson | $225.66 +0.7% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +65.4%
 |
EMR Emerson Electric | $139.00 +2.6% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +176.0%
 |
BLK BlackRock | $1,048.77 -0.3% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +150.3%
 |
DOW DOW | $40.79 +0.5% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +18.9%
 |
MMM 3M | $143.12 +1.1% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -0.7%
 |
AAPL Apple | $284.09 +2.6% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +326.9%
 |
MSFT Microsoft | $411.41 -0.5% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +173.2%
 |
VFC V.F. | $18.28 -0.6% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -70.7%
 |
PG Procter & Gamble | $145.02 +1.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +25.0%
 |
TROW T. Rowe Price Group | $104.03 +0.9% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +0.4%
 |
PSX Phillips 66 | $180.23 +1.0% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +190.3%
 |
MDT Medtronic | $77.78 -0.7% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -16.8%
 |
WMT Walmart | $130.80 +0.4% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +234.9%
 |
DD DuPont de Nemours | $49.12 +8.2% | Sale (Full) $1,001 - $15,000 | 9/11/2019 | 8/1/2019 | +64.0%
 |
NVS Novartis | $145.59 +0.7% | Sale (Partial) $1,001 - $15,000 | 5/3/2019 | 4/5/2019 | +54.9%
 |
NVS Novartis | $145.59 +0.7% | Sale (Full) $1,001 - $15,000 | 11/18/2020 | 4/5/2019 | +54.9%
 |
DIS Walt Disney | $100.11 -1.2% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CMCSA Comcast | $26.43 -2.4% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
PPG PPG Industries | $106.16 +2.0% | Sale (Full) $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
NVS Novartis | $145.59 +0.7% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
MDT Medtronic | $77.78 -0.7% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
AAPL Apple | $284.09 +2.6% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CVS CVS Health | $80.63 -1.7% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
XOM ExxonMobil | $154.89 +0.8% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CSCO Cisco Systems | $94.25 +1.8% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
WMT Walmart | $130.80 +0.4% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
DIS Walt Disney | $100.11 -1.2% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
PG Procter & Gamble | $145.02 +1.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
SBUX Starbucks | $104.97 0.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
NVS Novartis | $145.59 +0.7% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MSFT Microsoft | $411.41 -0.5% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MDT Medtronic | $77.78 -0.7% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
JPM JPMorgan Chase & Co. | $309.33 +0.5% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
FRT Federal Realty Investment Trust | $115.23 +0.7% | Sale (Full) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $154.89 +0.8% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CMCSA Comcast | $26.43 -2.4% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CSCO Cisco Systems | $94.25 +1.8% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CVS CVS Health | $80.63 -1.7% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AMGN Amgen | $329.07 +1.6% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AAPL Apple | $284.09 +2.6% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $154.89 +0.8% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/25/2018 | |
SBUX Starbucks | $104.97 0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MDT Medtronic | $77.78 -0.7% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
LOW Lowe's Companies | $225.39 +0.7% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
IBM International Business Machines | $228.87 -0.3% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
EMR Emerson Electric | $139.00 +2.6% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CMCSA Comcast | $26.43 -2.4% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CSCO Cisco Systems | $94.25 +1.8% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AFL Aflac | $114.40 +0.9% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
BLK BlackRock | $1,048.77 -0.3% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CVS CVS Health | $80.63 -1.7% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
GWW W.W. Grainger | $1,135.96 -0.5% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
VFC V.F. | $18.28 -0.6% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
UPS United Parcel Service | $98.11 +1.9% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
PG Procter & Gamble | $145.02 +1.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MSFT Microsoft | $411.41 -0.5% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AAPL Apple | $284.09 +2.6% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $89.36 +1.1% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $89.36 +1.1% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $284.09 +2.6% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $284.09 +2.6% | Sale (Partial) $1,001 - $15,000 | 1/16/2018 | 12/29/2017 | |
IBM International Business Machines | $228.87 -0.3% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/17/2017 | |
SLB SLB | $56.20 +1.0% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
QCOM Qualcomm | $186.70 +10.9% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
XOM ExxonMobil | $154.89 +0.8% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
T AT&T | $25.96 -0.6% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
CVS CVS Health | $80.63 -1.7% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
DIS Walt Disney | $100.11 -1.2% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
T AT&T | $25.96 -0.6% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
CVS CVS Health | $80.63 -1.7% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
DIS Walt Disney | $100.11 -1.2% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
MDT Medtronic | $77.78 -0.7% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
ABT Abbott Laboratories | $87.09 -0.5% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
MDT Medtronic | $77.78 -0.7% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
ABT Abbott Laboratories | $87.09 -0.5% | Sale (Partial) $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
TGT Target | $128.74 +0.8% | Sale (Full) $1,001 - $15,000 | 10/26/2018 | 10/17/2017 | |
TGT Target | $128.74 +0.8% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/17/2017 | |
AAPL Apple | $284.09 +2.6% | Sale (Partial) $1,001 - $15,000 | 9/1/2017 | 8/8/2017 | |
TGT Target | $128.74 +0.8% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
AMT American Tower | $178.14 -1.5% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
FRT Federal Realty Investment Trust | $115.23 +0.7% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
LOW Lowe's Companies | $225.39 +0.7% | Sale (Partial) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
SO Southern | $95.86 -0.1% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
QCOM Qualcomm | $186.70 +10.9% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
CVS CVS Health | $80.63 -1.7% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +10.7%
 |
PPG PPG Industries | $106.16 +2.0% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +28.4%
 |
JNJ Johnson & Johnson | $225.66 +0.7% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +122.1%
 |
CVX Chevron | $192.60 +0.2% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +129.4%
 |
VFC V.F. | $18.28 -0.6% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | -59.3%
 |
GWW W.W. Grainger | $1,135.96 -0.5% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +518.4%
 |
PX P10 | $10.54 -18.9% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
TROW T. Rowe Price Group | $104.03 +0.9% | Purchase $1,001 - $15,000 | 10/31/2018 | 10/31/2016 | |
NSC Norfolk Southern | $313.20 +0.5% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +273.9%
 |
AMGN Amgen | $329.07 +1.6% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
LOW Lowe's Companies | $225.39 +0.7% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +271.0%
 |
PG Procter & Gamble | $145.02 +1.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
WMT Walmart | $130.80 +0.4% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
SO Southern | $95.86 -0.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
T AT&T | $25.96 -0.6% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
TM Toyota Motor | $189.91 +0.9% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +84.5%
 |
WMT Walmart | $130.80 +0.4% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +545.1%
 |
VFC V.F. | $18.28 -0.6% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -65.5%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +375.3%
 |
DIS Walt Disney | $100.11 -1.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +6.8%
 |
PG Procter & Gamble | $145.02 +1.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +108.2%
 |
SO Southern | $95.86 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +140.6%
 |
SLB SLB | $56.20 +1.0% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -6.6%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
QCOM Qualcomm | $186.70 +10.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
PX P10 | $10.54 -18.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
OXY Occidental Petroleum | $59.38 -1.5% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +12.1%
 |
NVS Novartis | $145.59 +0.7% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +161.1%
 |
NSC Norfolk Southern | $313.20 +0.5% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +323.3%
 |
MSFT Microsoft | $411.41 -0.5% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
LOW Lowe's Companies | $225.39 +0.7% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +230.7%
 |
JNJ Johnson & Johnson | $225.66 +0.7% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +141.3%
 |
F Ford Motor | $11.70 +1.7% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +10.1%
 |
XOM ExxonMobil | $154.89 +0.8% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +143.7%
 |
EMR Emerson Electric | $139.00 +2.6% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +202.3%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CMI Cummins | $674.10 +2.6% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +617.0%
 |
CSCO Cisco Systems | $94.25 +1.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CVX Chevron | $192.60 +0.2% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +157.3%
 |
CAT Caterpillar | $903.45 +3.3% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +1282.0%
 |
BLK BlackRock | $1,048.77 -0.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +253.1%
 |
AMT American Tower | $178.14 -1.5% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +99.5%
 |
AFL Aflac | $114.40 +0.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +312.8%
 |
ABT Abbott Laboratories | $87.09 -0.5% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +131.6%
 |
T AT&T | $25.96 -0.6% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -6.7%
 |
LOW Lowe's Companies | $225.39 +0.7% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +230.7%
 |
XOM ExxonMobil | $154.89 +0.8% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +143.7%
 |
EMR Emerson Electric | $139.00 +2.6% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +202.3%
 |
CMI Cummins | $674.10 +2.6% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +617.0%
 |
CSCO Cisco Systems | $94.25 +1.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CVX Chevron | $192.60 +0.2% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +157.3%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CAT Caterpillar | $903.45 +3.3% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +1282.0%
 |
BLK BlackRock | $1,048.77 -0.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +253.1%
 |
AMT American Tower | $178.14 -1.5% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +99.5%
 |
AFL Aflac | $114.40 +0.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +312.8%
 |
ABT Abbott Laboratories | $87.09 -0.5% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +131.6%
 |
T AT&T | $25.96 -0.6% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -6.7%
 |
F Ford Motor | $11.70 +1.7% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +10.1%
 |
WMT Walmart | $130.80 +0.4% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +545.1%
 |
VFC V.F. | $18.28 -0.6% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -65.5%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +375.3%
 |
TM Toyota Motor | $189.91 +0.9% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +84.5%
 |
DIS Walt Disney | $100.11 -1.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +6.8%
 |
PG Procter & Gamble | $145.02 +1.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +108.2%
 |
SO Southern | $95.86 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +140.6%
 |
SLB SLB | $56.20 +1.0% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -6.6%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
QCOM Qualcomm | $186.70 +10.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
PX P10 | $10.54 -18.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
OXY Occidental Petroleum | $59.38 -1.5% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +12.1%
 |
NVS Novartis | $145.59 +0.7% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +161.1%
 |
NSC Norfolk Southern | $313.20 +0.5% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +323.3%
 |
MSFT Microsoft | $411.41 -0.5% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
JNJ Johnson & Johnson | $225.66 +0.7% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +141.3%
 |
| AMG Yacktman Service | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/29/2016 | |
| AMG Yacktman Service | N/A | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/29/2016 | |
SLB SLB | $56.20 +1.0% | Purchase $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
COP ConocoPhillips | $123.30 -1.3% | Sale (Full) $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
CMI Cummins | $674.10 +2.6% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
AAPL Apple | $284.09 +2.6% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
INTC Intel | $108.15 +12.9% | Sale (Full) $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
IHE iShares U.S. Pharmaceuticals ETF | $89.36 +1.1% | Purchase $1,001 - $15,000 | 8/28/2015 | 8/27/2015 | |
CAT Caterpillar | $903.45 +3.3% | Purchase $1,001 - $15,000 | 8/28/2015 | 8/27/2015 | |
| Noble Energy, Inc. (NYSE) | N/A | Purchase $1,001 - $15,000 | 8/20/2015 | 7/16/2015 | |
OXY Occidental Petroleum | $59.38 -1.5% | Purchase $1,001 - $15,000 | 8/20/2015 | 7/8/2015 | |
XOM ExxonMobil | $154.89 +0.8% | Purchase $1,001 - $15,000 | 8/20/2015 | 12/16/2014 | |
PSX Phillips 66 | $180.23 +1.0% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
INTC Intel | $108.15 +12.9% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
F Ford Motor | $11.70 +1.7% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |