WBD Warner Bros. Discovery | $7.54 -2.5% | Sale $1,001 - $15,000 | 9/13/2024 | 8/12/2024 | +12.4%
|
YUM Yum! Brands | $133.27 -1.1% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -2.7%
|
MCK McKesson | $506.25 +0.8% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -6.8%
|
CMCSA Comcast | $41.10 -0.7% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +5.2%
|
COKE Coca-Cola Consolidated | $1,267.00 -0.7% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +34.1%
|
CMCSA Comcast | $41.10 -0.7% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +5.2%
|
YUM Yum! Brands | $133.27 -1.1% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -2.7%
|
T AT&T | $21.23 -3.2% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +24.1%
|
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $52.20 +0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +3.0%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $97.78 -0.1% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +4.6%
|
UNP Union Pacific | $238.84 +0.5% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +12.6%
|
EOG EOG Resources | $132.19 +0.9% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +3.1%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $60.45
| Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +21.7%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $60.45
| Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +21.7%
|
PFE Pfizer | $29.34 -2.8% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -28.7%
|
PARA Paramount Global | $10.34 -2.0% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -54.2%
|
CMI Cummins | $332.83 -0.1% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +29.0%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.47 +0.1% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +1.4%
|
SCHP Schwab U.S. TIPS ETF | $53.19 +0.2% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -1.2%
|
DGX Quest Diagnostics | $147.81 -0.8% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -1.7%
|
EFA iShares MSCI EAFE ETF | $81.88 -0.1% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +26.4%
|
TXN Texas Instruments | $202.47 -1.2% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +12.8%
|
TGT Target | $155.97 +1.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -10.0%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $97.78 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +8.0%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.12 +0.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.4%
|
FDEV Fidelity International Multifactor ETF | $29.17 +0.4% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +32.4%
|
VUG Vanguard Growth ETF | $387.36 -0.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +82.2%
|
VYM Vanguard High Dividend Yield ETF | $128.77 -0.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +22.4%
|
IJR iShares Core S&P Small-Cap ETF | $114.11 -0.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +16.1%
|
SCHP Schwab U.S. TIPS ETF | $53.19 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +1.9%
|
EMR Emerson Electric | $110.88
| Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +23.2%
|
UPS United Parcel Service | $132.85 -0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -32.3%
|
TGT Target | $155.97 +1.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -6.6%
|
CLX Clorox | $158.07 -0.9% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -8.5%
|
APD Air Products and Chemicals | $314.67 +0.2% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | +5.5%
|
LHX L3Harris Technologies | $242.35 +0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +8.5%
|
GILD Gilead Sciences | $84.67 -1.7% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +25.8%
|
BMY Bristol-Myers Squibb | $52.41 -0.7% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -11.8%
|
GD General Dynamics | $296.09 -0.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +51.4%
|
DGX Quest Diagnostics | $147.81 -0.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +5.6%
|
MRK Merck & Co., Inc. | $109.40 -0.8% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $202.47 -1.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +8.4%
|
HRL Hormel Foods | $30.99
| Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -33.9%
|
BLK BlackRock | $955.57 0.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +11.0%
|
D Dominion Energy | $55.47 -1.6% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -26.8%
|
WM Waste Management | $211.25 -0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +82.9%
|
ABT Abbott Laboratories | $115.62 -0.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -0.3%
|
D Dominion Energy | $55.47 -1.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -18.4%
|
IRM Iron Mountain | $119.02 -1.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +240.8%
|
JNJ Johnson & Johnson | $160.52 -0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +4.9%
|
PG Procter & Gamble | $168.95 -0.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +38.3%
|
VTRS Viatris | $11.33 -0.7% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -16.6%
|
CLX Clorox | $158.07 -0.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -11.3%
|
CSCO Cisco Systems | $53.54 0.0% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +20.2%
|
AMGN Amgen | $321.01 -0.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +44.7%
|
UNP Union Pacific | $238.84 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +37.5%
|
HRL Hormel Foods | $30.99
| Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -39.4%
|
CVX Chevron | $150.59 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +74.1%
|
CVS CVS Health | $66.85 +1.3% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +5.7%
|
ABT Abbott Laboratories | $115.62 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.8%
|
AFL Aflac | $111.62 +0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +207.6%
|
MO Altria Group | $49.67 -1.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +16.8%
|
BUD Anheuser-Busch InBev SA/NV | $64.07 -0.3% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.2%
|
BECN Beacon Roofing Supply | $90.78 -3.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +210.6%
|
BTI British American Tobacco | $35.10 -1.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -0.6%
|
CSCO Cisco Systems | $53.54 0.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.7%
|
CLX Clorox | $158.07 -0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -30.8%
|
GLW Corning | $46.02 -1.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +52.2%
|
D Dominion Energy | $55.47 -1.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -32.4%
|
DOV Dover | $186.53 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +78.0%
|
EMR Emerson Electric | $110.88
| Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +78.1%
|
ENR Energizer | $31.03 -0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -36.9%
|
HAL Halliburton | $30.73 +1.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +109.8%
|
JNJ Johnson & Johnson | $160.52 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +9.3%
|
MCD McDonald's | $304.04 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +54.9%
|
MDLZ Mondelez International | $71.14 +0.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +27.7%
|
PG Procter & Gamble | $168.95 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +32.1%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $34.83 +0.5% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -1.2%
|
USB U.S. Bancorp | $44.95 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +23.7%
|
WM Waste Management | $211.25 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +96.5%
|
YUMC Yum China | $47.30 +1.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -10.1%
|
AMGN Amgen | $321.01 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +25.8%
|
CVX Chevron | $150.59 +0.6% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +113.0%
|
QCOM QUALCOMM | $168.52 -1.0% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +161.4%
|
PFE Pfizer | $29.34 -2.8% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -15.2%
|
EXC Exelon | $39.27 -0.8% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -13.7%
|
ABBV AbbVie | $194.31 -0.2% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +163.3%
|
PSX Phillips 66 | $136.41 +1.3% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +38.5%
|
CVS CVS Health | $66.85 +1.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +26.9%
|
BTI British American Tobacco | $35.10 -1.1% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -1.1%
|
KHC Kraft Heinz | $34.83 +0.5% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -27.1%
|
BTI British American Tobacco | $35.10 -1.1% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -1.1%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |