AAPL Apple | $324.96 -0.1% | Sale (Partial) $1,001 - $15,000 | 10/13/2020 | 9/11/2020 | +190.1%
 |
DIS Walt Disney | $108.08 +1.8% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -16.2%
 |
LOW Lowe's Companies | $199.65 -0.2% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +26.4%
 |
MSFT Microsoft | $496.82 -0.8% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +134.9%
 |
MSFT Microsoft | $496.82 -0.8% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +134.9%
 |
SBUX Starbucks | $106.72 +0.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +35.1%
 |
SBUX Starbucks | $106.72 +0.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +35.1%
 |
DIS Walt Disney | $108.08 +1.8% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -16.2%
 |
CSCO Cisco Systems | $109.46 -0.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +160.7%
 |
AAPL Apple | $324.96 -0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +180.8%
 |
AAPL Apple | $324.96 -0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +180.8%
 |
IBM International Business Machines | $231.43 +0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +85.3%
 |
LOW Lowe's Companies | $199.65 -0.2% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +26.4%
 |
IBM International Business Machines | $231.43 +0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +85.3%
 |
CMCSA Comcast | $26.81 +1.9% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -38.4%
 |
CMCSA Comcast | $26.81 +1.9% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -38.4%
 |
CSCO Cisco Systems | $109.46 -0.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +160.7%
 |
PLD Prologis | $136.60 -2.2% | Purchase $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | +45.7%
 |
TROW T. Rowe Price Group | $109.38 +0.4% | Sale (Full) $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | -16.3%
 |
AMGN Amgen | $442.84 +1.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +123.2%
 |
T AT&T | $25.98 -0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -25.1%
 |
JNJ Johnson & Johnson | $275.63 +1.6% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +102.0%
 |
EMR Emerson Electric | $149.02 +0.9% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +195.9%
 |
BLK BlackRock | $1,107.96 -1.8% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +164.4%
 |
DOW DOW | $31.29 +2.7% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -8.8%
 |
MMM 3M | $168.66 -0.9% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +17.1%
 |
AAPL Apple | $324.96 -0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +388.3%
 |
MSFT Microsoft | $496.82 -0.8% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +229.9%
 |
VFC V.F. | $13.20 +0.8% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -78.9%
 |
PG Procter & Gamble | $147.69 +1.0% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +27.2%
 |
TROW T. Rowe Price Group | $109.38 +0.4% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +5.5%
 |
PSX Phillips 66 | $256.02 +1.6% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +312.3%
 |
MDT Medtronic | $92.10 +0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -1.5%
 |
WMT Walmart | $106.09 +0.2% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +171.7%
 |
DD DuPont de Nemours | $133.00 +0.7% | Sale (Full) $1,001 - $15,000 | 9/11/2019 | 8/1/2019 | +48.0%
 |
NVS Novartis | $162.42 +0.7% | Sale (Partial) $1,001 - $15,000 | 5/3/2019 | 4/5/2019 | +72.8%
 |
NVS Novartis | $162.42 +0.7% | Sale (Full) $1,001 - $15,000 | 11/18/2020 | 4/5/2019 | +72.8%
 |
DIS Walt Disney | $108.08 +1.8% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CMCSA Comcast | $26.81 +1.9% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
PPG PPG Industries | $111.37 +1.5% | Sale (Full) $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
NVS Novartis | $162.42 +0.7% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
MDT Medtronic | $92.10 +0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
AAPL Apple | $324.96 -0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CVS CVS Health | $97.20 -0.4% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
XOM ExxonMobil | $164.25 -0.2% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CSCO Cisco Systems | $109.46 -0.3% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
WMT Walmart | $106.09 +0.2% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
DIS Walt Disney | $108.08 +1.8% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
PG Procter & Gamble | $147.69 +1.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
SBUX Starbucks | $106.72 +0.5% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
NVS Novartis | $162.42 +0.7% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MSFT Microsoft | $496.82 -0.8% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MDT Medtronic | $92.10 +0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
JPM JPMorgan Chase & Co. | $356.42 +0.4% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
FRT Federal Realty Investment Trust | $118.08 +0.9% | Sale (Full) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $164.25 -0.2% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CMCSA Comcast | $26.81 +1.9% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CSCO Cisco Systems | $109.46 -0.3% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CVS CVS Health | $97.20 -0.4% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AMGN Amgen | $442.84 +1.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AAPL Apple | $324.96 -0.1% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $164.25 -0.2% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/25/2018 | |
SBUX Starbucks | $106.72 +0.5% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MDT Medtronic | $92.10 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
LOW Lowe's Companies | $199.65 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
IBM International Business Machines | $231.43 +0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
EMR Emerson Electric | $149.02 +0.9% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CMCSA Comcast | $26.81 +1.9% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CSCO Cisco Systems | $109.46 -0.3% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AFL Aflac | $117.30 +1.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
BLK BlackRock | $1,107.96 -1.8% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CVS CVS Health | $97.20 -0.4% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
GWW W.W. Grainger | $1,284.82 -1.9% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
VFC V.F. | $13.20 +0.8% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
UPS United Parcel Service | $102.94 +0.3% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
PG Procter & Gamble | $147.69 +1.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MSFT Microsoft | $496.82 -0.8% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AAPL Apple | $324.96 -0.1% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $105.16 +1.1% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $105.16 +1.1% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $324.96 -0.1% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $324.96 -0.1% | Sale (Partial) $1,001 - $15,000 | 1/16/2018 | 12/29/2017 | |
IBM International Business Machines | $231.43 +0.0% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/17/2017 | |
SLB SLB | $58.09 +1.7% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
QCOM Qualcomm | $169.96 +2.0% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
XOM ExxonMobil | $164.25 -0.2% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
T AT&T | $25.98 -0.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
CVS CVS Health | $97.20 -0.4% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
DIS Walt Disney | $108.08 +1.8% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
T AT&T | $25.98 -0.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
CVS CVS Health | $97.20 -0.4% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
DIS Walt Disney | $108.08 +1.8% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
MDT Medtronic | $92.10 +0.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
ABT Abbott Laboratories | $110.52 +1.5% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
MDT Medtronic | $92.10 +0.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
ABT Abbott Laboratories | $110.52 +1.5% | Sale (Partial) $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
TGT Target | $163.43 -0.2% | Sale (Full) $1,001 - $15,000 | 10/26/2018 | 10/17/2017 | |
TGT Target | $163.43 -0.2% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/17/2017 | |
AAPL Apple | $324.96 -0.1% | Sale (Partial) $1,001 - $15,000 | 9/1/2017 | 8/8/2017 | |
TGT Target | $163.43 -0.2% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
AMT American Tower | $172.84 -1.8% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
FRT Federal Realty Investment Trust | $118.08 +0.9% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
LOW Lowe's Companies | $199.65 -0.2% | Sale (Partial) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
SO Southern | $88.32 +0.3% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
QCOM Qualcomm | $169.96 +2.0% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
CVS CVS Health | $97.20 -0.4% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +33.4%
 |
PPG PPG Industries | $111.37 +1.5% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +34.7%
 |
JNJ Johnson & Johnson | $275.63 +1.6% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +171.2%
 |
CVX Chevron | $211.76 +0.3% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +152.3%
 |
VFC V.F. | $13.20 +0.8% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | -70.6%
 |
GWW W.W. Grainger | $1,284.82 -1.9% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +599.5%
 |
PX P10 | $10.54 -18.9% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
TROW T. Rowe Price Group | $109.38 +0.4% | Purchase $1,001 - $15,000 | 10/31/2018 | 10/31/2016 | |
NSC Norfolk Southern | $330.54 -0.7% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +294.6%
 |
AMGN Amgen | $442.84 +1.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
LOW Lowe's Companies | $199.65 -0.2% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +228.7%
 |
PG Procter & Gamble | $147.69 +1.0% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
WMT Walmart | $106.09 +0.2% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
SO Southern | $88.32 +0.3% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
T AT&T | $25.98 -0.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
TM Toyota Motor | $198.50 +0.2% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +92.9%
 |
WMT Walmart | $106.09 +0.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +423.2%
 |
VFC V.F. | $13.20 +0.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -75.1%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +375.3%
 |
DIS Walt Disney | $108.08 +1.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +15.4%
 |
PG Procter & Gamble | $147.69 +1.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +112.0%
 |
SO Southern | $88.32 +0.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +121.6%
 |
SLB SLB | $58.09 +1.7% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -3.4%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
QCOM Qualcomm | $169.96 +2.0% | 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 | $60.93 0.0% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +15.0%
 |
NVS Novartis | $162.42 +0.7% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +191.3%
 |
NSC Norfolk Southern | $330.54 -0.7% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +346.7%
 |
MSFT Microsoft | $496.82 -0.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
LOW Lowe's Companies | $199.65 -0.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +192.9%
 |
JNJ Johnson & Johnson | $275.63 +1.6% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +194.8%
 |
F Ford Motor | $14.15 +2.2% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +33.2%
 |
XOM ExxonMobil | $164.25 -0.2% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +158.4%
 |
EMR Emerson Electric | $149.02 +0.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +224.0%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CMI Cummins | $550.77 -0.1% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +485.8%
 |
CSCO Cisco Systems | $109.46 -0.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CVX Chevron | $211.76 +0.3% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +182.9%
 |
CAT Caterpillar | $791.78 +1.6% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +1111.2%
 |
BLK BlackRock | $1,107.96 -1.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +273.0%
 |
AMT American Tower | $172.84 -1.8% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +93.5%
 |
AFL Aflac | $117.30 +1.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +323.2%
 |
ABT Abbott Laboratories | $110.52 +1.5% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +193.9%
 |
T AT&T | $25.98 -0.1% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -6.6%
 |
LOW Lowe's Companies | $199.65 -0.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +192.9%
 |
XOM ExxonMobil | $164.25 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +158.4%
 |
EMR Emerson Electric | $149.02 +0.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +224.0%
 |
CMI Cummins | $550.77 -0.1% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +485.8%
 |
CSCO Cisco Systems | $109.46 -0.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CVX Chevron | $211.76 +0.3% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +182.9%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CAT Caterpillar | $791.78 +1.6% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +1111.2%
 |
BLK BlackRock | $1,107.96 -1.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +273.0%
 |
AMT American Tower | $172.84 -1.8% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +93.5%
 |
AFL Aflac | $117.30 +1.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +323.2%
 |
ABT Abbott Laboratories | $110.52 +1.5% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +193.9%
 |
T AT&T | $25.98 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -6.6%
 |
F Ford Motor | $14.15 +2.2% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +33.2%
 |
WMT Walmart | $106.09 +0.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +423.2%
 |
VFC V.F. | $13.20 +0.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -75.1%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +375.3%
 |
TM Toyota Motor | $198.50 +0.2% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +92.9%
 |
DIS Walt Disney | $108.08 +1.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +15.4%
 |
PG Procter & Gamble | $147.69 +1.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +112.0%
 |
SO Southern | $88.32 +0.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +121.6%
 |
SLB SLB | $58.09 +1.7% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -3.4%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
QCOM Qualcomm | $169.96 +2.0% | 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 | $60.93 0.0% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +15.0%
 |
NVS Novartis | $162.42 +0.7% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +191.3%
 |
NSC Norfolk Southern | $330.54 -0.7% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +346.7%
 |
MSFT Microsoft | $496.82 -0.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
JNJ Johnson & Johnson | $275.63 +1.6% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +194.8%
 |
| 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 | $58.09 +1.7% | Purchase $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
COP ConocoPhillips | $137.22 +0.8% | Sale (Full) $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
CMI Cummins | $550.77 -0.1% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
AAPL Apple | $324.96 -0.1% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
INTC Intel | $90.05 +1.2% | Sale (Full) $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
IHE iShares U.S. Pharmaceuticals ETF | $105.16 +1.1% | Purchase $1,001 - $15,000 | 8/28/2015 | 8/27/2015 | |
CAT Caterpillar | $791.78 +1.6% | 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 | $60.93 0.0% | Purchase $1,001 - $15,000 | 8/20/2015 | 7/8/2015 | |
XOM ExxonMobil | $164.25 -0.2% | Purchase $1,001 - $15,000 | 8/20/2015 | 12/16/2014 | |
PSX Phillips 66 | $256.02 +1.6% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
INTC Intel | $90.05 +1.2% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
F Ford Motor | $14.15 +2.2% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |