AAPL Apple | $308.63
| Sale (Partial) $1,001 - $15,000 | 10/13/2020 | 9/11/2020 | +175.6%
 |
DIS Walt Disney | $99.42 -0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -22.9%
 |
LOW Lowe's Companies | $227.26 -0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +43.9%
 |
MSFT Microsoft | $390.49
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +84.6%
 |
MSFT Microsoft | $390.49
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +84.6%
 |
SBUX Starbucks | $104.27
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +32.0%
 |
SBUX Starbucks | $104.27
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +32.0%
 |
DIS Walt Disney | $99.42 -0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -22.9%
 |
CSCO Cisco Systems | $112.69
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +168.4%
 |
AAPL Apple | $308.63
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +166.7%
 |
AAPL Apple | $308.63
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +166.7%
 |
IBM International Business Machines | $288.95 -0.2% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +131.3%
 |
LOW Lowe's Companies | $227.26 -0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +43.9%
 |
IBM International Business Machines | $288.95 -0.2% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +131.3%
 |
CMCSA Comcast | $23.79
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -45.4%
 |
CMCSA Comcast | $23.79
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -45.4%
 |
CSCO Cisco Systems | $112.69
| Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +168.4%
 |
PLD Prologis | $139.21 -0.2% | Purchase $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | +48.5%
 |
TROW T. Rowe Price Group | $118.55
| Sale (Full) $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | -9.3%
 |
AMGN Amgen | $374.15
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +88.6%
 |
T AT&T | $20.57 -0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -40.7%
 |
JNJ Johnson & Johnson | $262.52 -0.2% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +92.4%
 |
EMR Emerson Electric | $139.06 +0.0% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +176.1%
 |
BLK BlackRock | $994.50 -0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +137.3%
 |
DOW DOW | $27.70 0.0% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -19.3%
 |
MMM 3M | $160.58 +0.1% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +11.5%
 |
AAPL Apple | $308.63
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +363.8%
 |
MSFT Microsoft | $390.49
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +159.3%
 |
VFC V.F. | $16.30
| Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -73.9%
 |
PG Procter & Gamble | $151.30 -0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +30.4%
 |
TROW T. Rowe Price Group | $118.55
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +14.4%
 |
PSX Phillips 66 | $176.40 0.0% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +184.1%
 |
MDT Medtronic | $83.07 -0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -11.2%
 |
WMT Walmart | $111.84
| Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +186.4%
 |
DD DuPont de Nemours | $139.94 +0.0% | Sale (Full) $1,001 - $15,000 | 9/11/2019 | 8/1/2019 | +55.8%
 |
NVS Novartis | $159.82 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/3/2019 | 4/5/2019 | +70.0%
 |
NVS Novartis | $159.82 -0.1% | Sale (Full) $1,001 - $15,000 | 11/18/2020 | 4/5/2019 | +70.0%
 |
DIS Walt Disney | $99.42 -0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CMCSA Comcast | $23.79
| Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
PPG PPG Industries | $125.30 0.0% | Sale (Full) $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
NVS Novartis | $159.82 -0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
MDT Medtronic | $83.07 -0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
AAPL Apple | $308.63
| Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CVS CVS Health | $104.74 +0.0% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
XOM ExxonMobil | $137.03 0.0% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CSCO Cisco Systems | $112.69
| Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
WMT Walmart | $111.84
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
DIS Walt Disney | $99.42 -0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
PG Procter & Gamble | $151.30 -0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
SBUX Starbucks | $104.27
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
NVS Novartis | $159.82 -0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MSFT Microsoft | $390.49
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MDT Medtronic | $83.07 -0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
JPM JPMorgan Chase & Co. | $333.91 -0.2% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
FRT Federal Realty Investment Trust | $121.68 0.0% | Sale (Full) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $137.03 0.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CMCSA Comcast | $23.79
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CSCO Cisco Systems | $112.69
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CVS CVS Health | $104.74 +0.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AMGN Amgen | $374.15
| Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AAPL Apple | $308.63
| Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $137.03 0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/25/2018 | |
SBUX Starbucks | $104.27
| Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MDT Medtronic | $83.07 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
LOW Lowe's Companies | $227.26 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
IBM International Business Machines | $288.95 -0.2% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
EMR Emerson Electric | $139.06 +0.0% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CMCSA Comcast | $23.79
| Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CSCO Cisco Systems | $112.69
| Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AFL Aflac | $120.73 -0.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
BLK BlackRock | $994.50 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CVS CVS Health | $104.74 +0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
GWW W.W. Grainger | $1,343.92 +0.1% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
VFC V.F. | $16.30
| Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
UPS United Parcel Service | $110.71 +0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
PG Procter & Gamble | $151.30 -0.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MSFT Microsoft | $390.49
| Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AAPL Apple | $308.63
| Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $100.96
| Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $100.96
| Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $308.63
| Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $308.63
| Sale (Partial) $1,001 - $15,000 | 1/16/2018 | 12/29/2017 | |
IBM International Business Machines | $288.95 -0.2% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/17/2017 | |
SLB SLB | $45.09 -0.1% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
QCOM Qualcomm | $176.25
| Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
XOM ExxonMobil | $137.03 0.0% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
T AT&T | $20.57 -0.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
CVS CVS Health | $104.74 +0.0% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
DIS Walt Disney | $99.42 -0.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
T AT&T | $20.57 -0.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
CVS CVS Health | $104.74 +0.0% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
DIS Walt Disney | $99.42 -0.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
MDT Medtronic | $83.07 -0.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
ABT Abbott Laboratories | $95.25 -0.2% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
MDT Medtronic | $83.07 -0.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
ABT Abbott Laboratories | $95.25 -0.2% | Sale (Partial) $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
TGT Target | $130.31 +0.1% | Sale (Full) $1,001 - $15,000 | 10/26/2018 | 10/17/2017 | |
TGT Target | $130.31 +0.1% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/17/2017 | |
AAPL Apple | $308.63
| Sale (Partial) $1,001 - $15,000 | 9/1/2017 | 8/8/2017 | |
TGT Target | $130.31 +0.1% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
AMT American Tower | $165.84 -0.1% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
FRT Federal Realty Investment Trust | $121.68 0.0% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
LOW Lowe's Companies | $227.26 -0.1% | Sale (Partial) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
SO Southern | $97.85 -0.1% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
QCOM Qualcomm | $176.25
| Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
CVS CVS Health | $104.74 +0.0% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +43.8%
 |
PPG PPG Industries | $125.30 0.0% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +51.6%
 |
JNJ Johnson & Johnson | $262.52 -0.2% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +158.3%
 |
CVX Chevron | $169.06 -0.1% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +101.4%
 |
VFC V.F. | $16.30
| Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | -63.7%
 |
GWW W.W. Grainger | $1,343.92 +0.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +631.6%
 |
PX P10 | $10.54 -18.9% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
TROW T. Rowe Price Group | $118.55
| Purchase $1,001 - $15,000 | 10/31/2018 | 10/31/2016 | |
NSC Norfolk Southern | $322.85 +0.0% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +285.4%
 |
AMGN Amgen | $374.15
| Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
LOW Lowe's Companies | $227.26 -0.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +274.1%
 |
PG Procter & Gamble | $151.30 -0.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
WMT Walmart | $111.84
| Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
SO Southern | $97.85 -0.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
T AT&T | $20.57 -0.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
TM Toyota Motor | $174.53 0.0% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +69.6%
 |
WMT Walmart | $111.84
| Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +451.6%
 |
VFC V.F. | $16.30
| Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -69.2%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +375.3%
 |
DIS Walt Disney | $99.42 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +6.1%
 |
PG Procter & Gamble | $151.30 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +117.2%
 |
SO Southern | $97.85 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +145.6%
 |
SLB SLB | $45.09 -0.1% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -25.0%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
QCOM Qualcomm | $176.25
| 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 | $48.84 -0.1% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -7.8%
 |
NVS Novartis | $159.82 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +186.6%
 |
NSC Norfolk Southern | $322.85 +0.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +336.3%
 |
MSFT Microsoft | $390.49
| Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
LOW Lowe's Companies | $227.26 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +233.4%
 |
JNJ Johnson & Johnson | $262.52 -0.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +180.8%
 |
F Ford Motor | $13.35 -0.1% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +25.6%
 |
XOM ExxonMobil | $137.03 0.0% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +115.6%
 |
EMR Emerson Electric | $139.06 +0.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +202.4%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CMI Cummins | $662.21 +0.1% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +604.4%
 |
CSCO Cisco Systems | $112.69
| Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CVX Chevron | $169.06 -0.1% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +125.8%
 |
CAT Caterpillar | $965.44 +0.2% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +1376.9%
 |
BLK BlackRock | $994.50 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +234.8%
 |
AMT American Tower | $165.84 -0.1% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +85.7%
 |
AFL Aflac | $120.73 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +335.6%
 |
ABT Abbott Laboratories | $95.25 -0.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +153.3%
 |
T AT&T | $20.57 -0.1% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -26.1%
 |
LOW Lowe's Companies | $227.26 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +233.4%
 |
XOM ExxonMobil | $137.03 0.0% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +115.6%
 |
EMR Emerson Electric | $139.06 +0.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +202.4%
 |
CMI Cummins | $662.21 +0.1% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +604.4%
 |
CSCO Cisco Systems | $112.69
| Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CVX Chevron | $169.06 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +125.8%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CAT Caterpillar | $965.44 +0.2% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +1376.9%
 |
BLK BlackRock | $994.50 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +234.8%
 |
AMT American Tower | $165.84 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +85.7%
 |
AFL Aflac | $120.73 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +335.6%
 |
ABT Abbott Laboratories | $95.25 -0.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +153.3%
 |
T AT&T | $20.57 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -26.1%
 |
F Ford Motor | $13.35 -0.1% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +25.6%
 |
WMT Walmart | $111.84
| Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +451.6%
 |
VFC V.F. | $16.30
| Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -69.2%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +375.3%
 |
TM Toyota Motor | $174.53 0.0% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +69.6%
 |
DIS Walt Disney | $99.42 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +6.1%
 |
PG Procter & Gamble | $151.30 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +117.2%
 |
SO Southern | $97.85 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +145.6%
 |
SLB SLB | $45.09 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -25.0%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
QCOM Qualcomm | $176.25
| 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 | $48.84 -0.1% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -7.8%
 |
NVS Novartis | $159.82 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +186.6%
 |
NSC Norfolk Southern | $322.85 +0.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +336.3%
 |
MSFT Microsoft | $390.49
| Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
JNJ Johnson & Johnson | $262.52 -0.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +180.8%
 |
| 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 | $45.09 -0.1% | Purchase $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
COP ConocoPhillips | $104.64 -0.1% | Sale (Full) $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
CMI Cummins | $662.21 +0.1% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
AAPL Apple | $308.63
| Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
INTC Intel | $120.35
| Sale (Full) $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
IHE iShares U.S. Pharmaceuticals ETF | $100.96
| Purchase $1,001 - $15,000 | 8/28/2015 | 8/27/2015 | |
CAT Caterpillar | $965.44 +0.2% | 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 | $48.84 -0.1% | Purchase $1,001 - $15,000 | 8/20/2015 | 7/8/2015 | |
XOM ExxonMobil | $137.03 0.0% | Purchase $1,001 - $15,000 | 8/20/2015 | 12/16/2014 | |
PSX Phillips 66 | $176.40 0.0% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
INTC Intel | $120.35
| Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
F Ford Motor | $13.35 -0.1% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |