AAPL Apple | $308.82
| Sale (Partial) $1,001 - $15,000 | 10/13/2020 | 9/11/2020 | +175.7%
 |
DIS Walt Disney | $103.12 +0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -20.0%
 |
LOW Lowe's Companies | $215.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +36.3%
 |
MSFT Microsoft | $418.57
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +97.9%
 |
MSFT Microsoft | $418.57
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +97.9%
 |
SBUX Starbucks | $103.11
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +30.5%
 |
SBUX Starbucks | $103.11
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +30.5%
 |
DIS Walt Disney | $103.12 +0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -20.0%
 |
CSCO Cisco Systems | $120.41
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +186.8%
 |
AAPL Apple | $308.82
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +166.9%
 |
AAPL Apple | $308.82
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +166.9%
 |
IBM International Business Machines | $253.88 +0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +103.2%
 |
LOW Lowe's Companies | $215.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +36.3%
 |
IBM International Business Machines | $253.88 +0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +103.2%
 |
CMCSA Comcast | $25.20
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -42.1%
 |
CMCSA Comcast | $25.20
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -42.1%
 |
CSCO Cisco Systems | $120.41
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +186.8%
 |
PLD Prologis | $146.05 +0.1% | Purchase $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | +55.8%
 |
TROW T. Rowe Price Group | $103.39
| Sale (Full) $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | -20.9%
 |
AMGN Amgen | $339.30
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +71.0%
 |
T AT&T | $25.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -27.1%
 |
JNJ Johnson & Johnson | $234.67 +0.1% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +72.0%
 |
EMR Emerson Electric | $136.51 +0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +171.1%
 |
BLK BlackRock | $1,073.03 +0.0% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +156.1%
 |
DOW DOW | $36.00 0.0% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +4.9%
 |
MMM 3M | $152.69 +0.2% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +6.0%
 |
AAPL Apple | $308.82
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +364.1%
 |
MSFT Microsoft | $418.57
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +178.0%
 |
VFC V.F. | $16.71 +0.0% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -73.2%
 |
PG Procter & Gamble | $144.50 +0.0% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +24.5%
 |
TROW T. Rowe Price Group | $103.39
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -0.2%
 |
PSX Phillips 66 | $178.03 +0.2% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +186.7%
 |
MDT Medtronic | $78.66 +0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -15.9%
 |
WMT Walmart | $120.27
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +208.0%
 |
DD DuPont de Nemours | $48.15 +0.1% | Sale (Full) $1,001 - $15,000 | 9/11/2019 | 8/1/2019 | +60.8%
 |
NVS Novartis | $152.14 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/3/2019 | 4/5/2019 | +61.9%
 |
NVS Novartis | $152.14 +0.1% | Sale (Full) $1,001 - $15,000 | 11/18/2020 | 4/5/2019 | +61.9%
 |
DIS Walt Disney | $103.12 +0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CMCSA Comcast | $25.20
| Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
PPG PPG Industries | $107.90 +0.1% | Sale (Full) $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
NVS Novartis | $152.14 +0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
MDT Medtronic | $78.66 +0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
AAPL Apple | $308.82
| Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CVS CVS Health | $93.24 0.0% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
XOM ExxonMobil | $154.82 -0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CSCO Cisco Systems | $120.41
| Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
WMT Walmart | $120.27
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
DIS Walt Disney | $103.12 +0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
PG Procter & Gamble | $144.50 +0.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
SBUX Starbucks | $103.11
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
NVS Novartis | $152.14 +0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MSFT Microsoft | $418.57
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MDT Medtronic | $78.66 +0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
JPM JPMorgan Chase & Co. | $306.49 +0.0% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
FRT Federal Realty Investment Trust | $119.83 +0.1% | Sale (Full) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $154.82 -0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CMCSA Comcast | $25.20
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CSCO Cisco Systems | $120.41
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CVS CVS Health | $93.24 0.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AMGN Amgen | $339.30
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AAPL Apple | $308.82
| Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $154.82 -0.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/25/2018 | |
SBUX Starbucks | $103.11
| Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MDT Medtronic | $78.66 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
LOW Lowe's Companies | $215.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
IBM International Business Machines | $253.88 +0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
EMR Emerson Electric | $136.51 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CMCSA Comcast | $25.20
| Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CSCO Cisco Systems | $120.41
| Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AFL Aflac | $117.78 -0.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
BLK BlackRock | $1,073.03 +0.0% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CVS CVS Health | $93.24 0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
GWW W.W. Grainger | $1,247.95 +0.0% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
VFC V.F. | $16.71 +0.0% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
UPS United Parcel Service | $101.12 +0.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
PG Procter & Gamble | $144.50 +0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MSFT Microsoft | $418.57
| Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AAPL Apple | $308.82
| Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $91.51
| Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $91.51
| Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $308.82
| Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $308.82
| Sale (Partial) $1,001 - $15,000 | 1/16/2018 | 12/29/2017 | |
IBM International Business Machines | $253.88 +0.0% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/17/2017 | |
SLB SLB | $57.27 0.0% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
QCOM Qualcomm | $238.16
| Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
XOM ExxonMobil | $154.82 -0.1% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
T AT&T | $25.29 +0.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
CVS CVS Health | $93.24 0.0% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
DIS Walt Disney | $103.12 +0.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
T AT&T | $25.29 +0.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
CVS CVS Health | $93.24 0.0% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
DIS Walt Disney | $103.12 +0.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
MDT Medtronic | $78.66 +0.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
ABT Abbott Laboratories | $87.42 +0.0% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
MDT Medtronic | $78.66 +0.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
ABT Abbott Laboratories | $87.42 +0.0% | Sale (Partial) $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
TGT Target | $125.62 +0.0% | Sale (Full) $1,001 - $15,000 | 10/26/2018 | 10/17/2017 | |
TGT Target | $125.62 +0.0% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/17/2017 | |
AAPL Apple | $308.82
| Sale (Partial) $1,001 - $15,000 | 9/1/2017 | 8/8/2017 | |
TGT Target | $125.62 +0.0% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
AMT American Tower | $183.77 0.0% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
FRT Federal Realty Investment Trust | $119.83 +0.1% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
LOW Lowe's Companies | $215.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
SO Southern | $94.67 +0.1% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
QCOM Qualcomm | $238.16
| Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
CVS CVS Health | $93.24 0.0% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +28.0%
 |
PPG PPG Industries | $107.90 +0.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +30.5%
 |
JNJ Johnson & Johnson | $234.67 +0.1% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +130.9%
 |
CVX Chevron | $191.51 +0.0% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +128.1%
 |
VFC V.F. | $16.71 +0.0% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | -62.8%
 |
GWW W.W. Grainger | $1,247.95 +0.0% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +579.4%
 |
PX P10 | $10.54 -18.9% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
TROW T. Rowe Price Group | $103.39
| Purchase $1,001 - $15,000 | 10/31/2018 | 10/31/2016 | |
NSC Norfolk Southern | $313.72 -0.3% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +274.5%
 |
AMGN Amgen | $339.30
| Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
LOW Lowe's Companies | $215.29 +0.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +254.4%
 |
PG Procter & Gamble | $144.50 +0.0% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
WMT Walmart | $120.27
| Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
SO Southern | $94.67 +0.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
T AT&T | $25.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
TM Toyota Motor | $189.07 0.0% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +83.7%
 |
WMT Walmart | $120.27
| Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +493.2%
 |
VFC V.F. | $16.71 +0.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -68.5%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +375.3%
 |
DIS Walt Disney | $103.12 +0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +10.1%
 |
PG Procter & Gamble | $144.50 +0.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +107.4%
 |
SO Southern | $94.67 +0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +137.6%
 |
SLB SLB | $57.27 0.0% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -4.8%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
QCOM Qualcomm | $238.16
| 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 | $58.82 +0.0% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +11.0%
 |
NVS Novartis | $152.14 +0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +172.8%
 |
NSC Norfolk Southern | $313.72 -0.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +324.0%
 |
MSFT Microsoft | $418.57
| Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
LOW Lowe's Companies | $215.29 +0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +215.9%
 |
JNJ Johnson & Johnson | $234.67 +0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +151.0%
 |
F Ford Motor | $14.93 0.0% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +40.5%
 |
XOM ExxonMobil | $154.82 -0.1% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +143.6%
 |
EMR Emerson Electric | $136.51 +0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +196.8%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CMI Cummins | $640.41 +0.1% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +581.2%
 |
CSCO Cisco Systems | $120.41
| Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CVX Chevron | $191.51 +0.0% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +155.8%
 |
CAT Caterpillar | $880.23 +0.0% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +1246.5%
 |
BLK BlackRock | $1,073.03 +0.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +261.2%
 |
AMT American Tower | $183.77 0.0% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +105.8%
 |
AFL Aflac | $117.78 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +324.9%
 |
ABT Abbott Laboratories | $87.42 +0.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +132.5%
 |
T AT&T | $25.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -9.1%
 |
LOW Lowe's Companies | $215.29 +0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +215.9%
 |
XOM ExxonMobil | $154.82 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +143.6%
 |
EMR Emerson Electric | $136.51 +0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +196.8%
 |
CMI Cummins | $640.41 +0.1% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +581.2%
 |
CSCO Cisco Systems | $120.41
| Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CVX Chevron | $191.51 +0.0% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +155.8%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CAT Caterpillar | $880.23 +0.0% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +1246.5%
 |
BLK BlackRock | $1,073.03 +0.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +261.2%
 |
AMT American Tower | $183.77 0.0% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +105.8%
 |
AFL Aflac | $117.78 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +324.9%
 |
ABT Abbott Laboratories | $87.42 +0.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +132.5%
 |
T AT&T | $25.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -9.1%
 |
F Ford Motor | $14.93 0.0% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +40.5%
 |
WMT Walmart | $120.27
| Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +493.2%
 |
VFC V.F. | $16.71 +0.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -68.5%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +375.3%
 |
TM Toyota Motor | $189.07 0.0% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +83.7%
 |
DIS Walt Disney | $103.12 +0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +10.1%
 |
PG Procter & Gamble | $144.50 +0.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +107.4%
 |
SO Southern | $94.67 +0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +137.6%
 |
SLB SLB | $57.27 0.0% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -4.8%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
QCOM Qualcomm | $238.16
| 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 | $58.82 +0.0% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +11.0%
 |
NVS Novartis | $152.14 +0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +172.8%
 |
NSC Norfolk Southern | $313.72 -0.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +324.0%
 |
MSFT Microsoft | $418.57
| Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
JNJ Johnson & Johnson | $234.67 +0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +151.0%
 |
| 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 | $57.27 0.0% | Purchase $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
COP ConocoPhillips | $120.48 +0.0% | Sale (Full) $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
CMI Cummins | $640.41 +0.1% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
AAPL Apple | $308.82
| Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
INTC Intel | $119.84
| Sale (Full) $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
IHE iShares U.S. Pharmaceuticals ETF | $91.51
| Purchase $1,001 - $15,000 | 8/28/2015 | 8/27/2015 | |
CAT Caterpillar | $880.23 +0.0% | 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 | $58.82 +0.0% | Purchase $1,001 - $15,000 | 8/20/2015 | 7/8/2015 | |
XOM ExxonMobil | $154.82 -0.1% | Purchase $1,001 - $15,000 | 8/20/2015 | 12/16/2014 | |
PSX Phillips 66 | $178.03 +0.2% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
INTC Intel | $119.84
| Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
F Ford Motor | $14.93 0.0% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |