MDT Medtronic | $81.45 +1.5% | Purchase $15,001 - $50,000 | 12/14/2023 | 12/5/2023 | +3.3%
|
BX Blackstone | $120.00 +2.9% | Purchase $15,001 - $50,000 | 4/19/2023 | 4/10/2023 | +47.1%
|
CTVA Corteva | $54.35 +0.4% | Purchase $15,001 - $50,000 | 4/19/2023 | 4/10/2023 | -9.9%
|
SVC Service Properties Trust | $6.08 -0.8% | Sale $15,001 - $50,000 | 3/15/2023 | 3/8/2023 | -46.0%
|
META Meta Platforms | $447.29 +4.0% | Sale $15,001 - $50,000 | 1/1/2023 | 12/19/2022 | +290.7%
|
SWK Stanley Black & Decker | $92.55 +1.3% | Sale $1,001 - $15,000 | 1/1/2023 | 12/19/2022 | +23.7%
|
DIS Walt Disney | $111.68 +0.5% | Purchase $1,001 - $15,000 | 5/15/2023 | 11/29/2022 | +17.9%
|
PG Procter & Gamble | $163.72 +0.3% | Purchase $1,001 - $15,000 | 8/15/2022 | 8/3/2022 | +13.0%
|
WMB Williams Companies | $38.04 -0.8% | Sale $15,001 - $50,000 | 5/19/2022 | 5/16/2022 | +7.3%
|
AAPL Apple | $172.58 +1.3% | Sale $15,001 - $50,000 | 4/26/2022 | 4/18/2022 | +4.5%
|
AAPL Apple | $172.58 +1.3% | Sale $15,001 - $50,000 | 12/10/2021 | 12/1/2021 | +4.7%
|
IP International Paper | $35.49 +1.6% | Sale $15,001 - $50,000 | 12/10/2021 | 12/1/2021 | -21.4%
|
SLVM Sylvamo | $63.91 +2.3% | Sale $1,001 - $15,000 | 12/10/2021 | 12/1/2021 | +105.2%
|
SLVM Sylvamo | $63.91 +2.3% | Exchange $1,001 - $15,000 | 10/11/2021 | 10/1/2021 | |
VTRS Viatris | $11.80 +2.0% | Sale $1,001 - $15,000 | 6/29/2021 | 6/18/2021 | -17.3%
|
ABBV AbbVie | $162.97 +0.2% | Sale $50,001 - $100,000 | 6/29/2021 | 6/18/2021 | +44.1%
|
OTIS Otis Worldwide | $92.61 +1.5% | Sale $15,001 - $50,000 | 6/29/2021 | 6/18/2021 | +16.5%
|
BX Blackstone | $120.00 +2.9% | Sale $15,001 - $50,000 | 5/3/2021 | 4/22/2021 | +44.6%
|
PEP PepsiCo | $176.16 +0.1% | Purchase $15,001 - $50,000 | 3/10/2021 | 3/2/2021 | +34.4%
|
MS Morgan Stanley | $92.27 +1.6% | Exchange $15,001 - $50,000 | 3/10/2021 | 3/1/2021 | +16.6%
|
DIS Walt Disney | $111.68 +0.5% | Sale $15,001 - $50,000 | 1/13/2021 | 12/31/2020 | -38.4%
|
VTRS Viatris | $11.80 +2.0% | Exchange $1,001 - $15,000 | 12/1/2020 | 11/17/2020 | |
NVDA NVIDIA | $853.72 -1.2% | Sale $50,001 - $100,000 | 10/24/2020 | 10/13/2020 | +499.2%
|
CARR Carrier Global | $62.32 +1.3% | Sale $15,001 - $50,000 | 10/24/2020 | 10/13/2020 | +91.8%
|
ABBV AbbVie | $162.97 +0.2% | Purchase $15,001 - $50,000 | 10/24/2020 | 10/13/2020 | +85.6%
|
WMT Walmart | $59.14 -0.4% | Purchase $1,001 - $15,000 | 9/2/2020 | 8/20/2020 | +35.9%
|
AAPL Apple | $172.58 +1.3% | Sale $15,001 - $50,000 | 9/2/2020 | 8/20/2020 | +45.9%
|
AAPL Apple | $172.58 +1.3% | Sale $15,001 - $50,000 | 9/2/2020 | 8/20/2020 | +45.9%
|
UTX United Technologies | $101.52 -0.9% | Exchange $1,001 - $15,000 | 4/16/2020 | 4/3/2020 | +18.0%
|
CARR Carrier Global | $62.32 +1.3% | Exchange $1,001 - $15,000 | 4/16/2020 | 4/3/2020 | +268.3%
|
NEE NextEra Energy | $68.64 +2.5% | Sale $50,001 - $100,000 | 1/13/2020 | 1/2/2020 | +15.1%
|
AYR Aircastle | $32.01
| Sale $15,001 - $50,000 | 11/15/2019 | 11/6/2019 | -0.4%
|
WPX WPX Energy | $9.43
| Sale $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | -8.1%
|
DUK Duke Energy | $100.22 +2.0% | Sale $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | +6.6%
|
ALC Alcon | $79.37 +2.3% | Purchase $1,001 - $15,000 | 11/15/2019 | 11/1/2019 | +34.4%
|
VLO Valero Energy | $156.83 -1.9% | Sale $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | +57.2%
|
DIS Walt Disney | $111.68 +0.5% | Purchase $15,001 - $50,000 | 11/15/2019 | 11/1/2019 | -15.9%
|
UTX United Technologies | $101.52 -0.9% | Purchase $15,001 - $50,000 | 6/27/2019 | 6/17/2019 | -18.6%
|
DD DuPont de Nemours | $78.76 +8.6% | Exchange $1,001 - $15,000 | 6/14/2019 | 6/3/2019 | +10.0%
|
CTVA Corteva | $54.35 +0.4% | Exchange $1,001 - $15,000 | 6/6/2019 | 5/31/2019 | |
VOD Vodafone Group Public | $8.46 +0.6% | Sale $1,001 - $15,000 | 5/22/2019 | 5/14/2019 | -48.0%
|
ALC Alcon | $79.37 +2.3% | Exchange $1,001 - $15,000 | 4/18/2019 | 4/11/2019 | +42.8%
|
DOW DOW | $57.87 +1.7% | Exchange $1,001 - $15,000 | 4/14/2019 | 4/4/2019 | -3.1%
|
CBS CBS | | Purchase $1,001 - $15,000 | 4/14/2019 | 3/25/2019 | -100.0%
|
CCI Crown Castle | $96.15 +2.5% | Sale $15,001 - $50,000 | 4/14/2019 | 3/25/2019 | -23.3%
|
UBSI United Bankshares | $33.60 +3.5% | Purchase $1,001 - $15,000 | 4/14/2019 | 3/25/2019 | -2.6%
|
DIS Walt Disney | $111.68 +0.5% | Purchase $15,001 - $50,000 | 4/14/2019 | 3/25/2019 | +3.6%
|
ET Energy Transfer | $15.58 -1.0% | Purchase $15,001 - $50,000 | 1/16/2019 | 1/2/2019 | |
WMB Williams Companies | $38.04 -0.8% | Sale $15,001 - $50,000 | 1/2/2019 | 12/19/2018 | |
XOM Exxon Mobil | $116.91 -1.1% | Sale $15,001 - $50,000 | 1/2/2019 | 12/19/2018 | |
CVX Chevron | $160.21 -0.7% | Sale $50,001 - $100,000 | 1/2/2019 | 12/19/2018 | |
T AT&T | $16.98 +0.5% | Sale $15,001 - $50,000 | 1/2/2019 | 12/19/2018 | |
UTX United Technologies | $101.52 -0.9% | Purchase $15,001 - $50,000 | 12/4/2018 | 11/27/2018 | |
WPX WPX Energy | $9.43
| Purchase $15,001 - $50,000 | 11/19/2018 | 11/8/2018 | |
REZI Resideo Technologies | $19.64 +0.6% | Sale $1,001 - $15,000 | 11/19/2018 | 11/1/2018 | |
REZI Resideo Technologies | $19.64 +0.6% | Sale $1,001 - $15,000 | 11/19/2018 | 11/1/2018 | |
WBA Walgreens Boots Alliance | $17.50 -1.3% | Sale $15,001 - $50,000 | 10/30/2018 | 10/24/2018 | |
SBUX Starbucks | $74.12 -16.2% | Sale $15,001 - $50,000 | 10/30/2018 | 10/24/2018 | |
MMM 3M | $98.83 +2.4% | Sale $15,001 - $50,000 | 10/30/2018 | 10/24/2018 | |
ET Energy Transfer | $15.58 -1.0% | Exchange $15,001 - $50,000 | 10/30/2018 | 10/19/2018 | |
PX Praxair | $7.10 -6.0% | Sale $15,001 - $50,000 | 10/11/2018 | 10/2/2018 | |
NYLD Clearway Energy | $20.10
| Sale $15,001 - $50,000 | 9/6/2018 | 8/21/2018 | |
AYR Aircastle | $32.01
| Purchase $1,001 - $15,000 | 8/23/2018 | 8/14/2018 | |
VLO Valero Energy | $156.83 -1.9% | Purchase $1,001 - $15,000 | 8/9/2018 | 7/30/2018 | |
CBS CBS | | Purchase $15,001 - $50,000 | 8/9/2018 | 7/30/2018 | |
QCOM QUALCOMM | $168.30 +1.5% | Sale $15,001 - $50,000 | 8/1/2018 | 7/26/2018 | |
ALLY Ally Financial | $39.15 +2.1% | Purchase $15,001 - $50,000 | 8/1/2018 | 7/26/2018 | |
JCI Johnson Controls International | $61.34 -5.7% | Purchase $1,001 - $15,000 | 7/24/2018 | 7/12/2018 | |
VLO Valero Energy | $156.83 -1.9% | Purchase $1,001 - $15,000 | 6/19/2018 | 6/4/2018 | |
PEP PepsiCo | $176.16 +0.1% | Purchase $15,001 - $50,000 | 6/3/2018 | 5/23/2018 | |
MMM 3M | $98.83 +2.4% | Purchase $15,001 - $50,000 | 6/3/2018 | 5/23/2018 | |
EPD Enterprise Products Partners | $27.83 -0.9% | Purchase $1,001 - $15,000 | 5/16/2018 | 5/8/2018 | |
CMCSA Comcast | $38.67 +1.5% | Purchase $15,001 - $50,000 | 5/16/2018 | 5/8/2018 | |
CCI Crown Castle | $96.15 +2.5% | Purchase $15,001 - $50,000 | 4/26/2018 | 4/20/2018 | |
QCOM QUALCOMM | $168.30 +1.5% | Sale $15,001 - $50,000 | 4/26/2018 | 4/20/2018 | |
VOD Vodafone Group Public | $8.46 +0.6% | Purchase $1,001 - $15,000 | 4/18/2018 | 4/9/2018 | |
CSCO Cisco Systems | $47.49 +1.1% | Purchase $1,001 - $15,000 | 3/1/2018 | 2/22/2018 | |
WMT Walmart | $59.14 -0.4% | Purchase $1,001 - $15,000 | 3/1/2018 | 2/22/2018 | |
WMT Walmart | $59.14 -0.4% | Sale $1,001 - $15,000 | 2/1/2018 | 1/26/2018 | |
NWL Newell Brands | $7.93 -0.1% | Sale $15,001 - $50,000 | 1/10/2018 | 12/28/2017 | |
WBA Walgreens Boots Alliance | $17.50 -1.3% | Sale $15,001 - $50,000 | 12/7/2017 | 11/28/2017 | |
GE General Electric | $161.71 -0.1% | Sale $15,001 - $50,000 | 11/8/2017 | 10/31/2017 | +9.2%
|
NWL Newell Brands | $7.93 -0.1% | Purchase $15,001 - $50,000 | 10/26/2017 | 10/18/2017 | |
DWDP DowDuPont | $30.52
| Exchange $15,001 - $50,000 | 9/12/2017 | 9/1/2017 | |
MDLZ Mondelez International | $71.02 -1.3% | Purchase $1,001 - $15,000 | 9/12/2017 | 8/28/2017 | |
MDT Medtronic | $81.45 +1.5% | Purchase $1,001 - $15,000 | 9/12/2017 | 8/28/2017 | |
QCOM QUALCOMM | $168.30 +1.5% | Purchase $1,001 - $15,000 | 8/23/2017 | 8/14/2017 | |
META Meta Platforms | $447.29 +4.0% | Purchase $15,001 - $50,000 | 7/20/2017 | 7/10/2017 | |
MSFT Microsoft | $401.41 +3.1% | Sale $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
NSRGY Nestlé | $100.60 -1.0% | Sale $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
UBSI United Bankshares | $33.60 +3.5% | Purchase $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
JNJ Johnson & Johnson | $151.83 +5.0% | Sale $15,001 - $50,000 | 6/14/2017 | 6/7/2017 | |
HES Hess | $156.96 -0.3% | Sale $1,001 - $15,000 | 6/1/2017 | 5/17/2017 | |
WBA Walgreens Boots Alliance | $17.50 -1.3% | Purchase $1,001 - $15,000 | 4/11/2017 | 4/5/2017 | |
MDLZ Mondelez International | $71.02 -1.3% | Purchase $1,001 - $15,000 | 4/5/2017 | 3/28/2017 | |
JCI Johnson Controls International | $61.34 -5.7% | Purchase $1,001 - $15,000 | 4/5/2017 | 3/28/2017 | |
WMB Williams Companies | $38.04 -0.8% | Purchase $1,001 - $15,000 | 4/5/2017 | 3/28/2017 | |
QCOM QUALCOMM | $168.30 +1.5% | Purchase $1,001 - $15,000 | 3/22/2017 | 3/16/2017 | |
NVDA NVIDIA | $853.72 -1.2% | Purchase $1,001 - $15,000 | 3/22/2017 | 3/16/2017 | |
UL Unilever | $52.09 +0.5% | Purchase $1,001 - $15,000 | 1/11/2017 | 1/6/2017 | |
UL Unilever | $52.09 +0.5% | Purchase $1,001 - $15,000 | 12/15/2016 | 12/6/2016 | |
NVS Novartis | $97.85 +0.7% | Purchase $1,001 - $15,000 | 12/15/2016 | 12/5/2016 | |
UNH UnitedHealth Group | $487.16 +0.7% | Purchase $15,001 - $50,000 | 12/15/2016 | 12/5/2016 | |
AXP American Express | $233.23 -0.3% | Sale $1,001 - $15,000 | 11/29/2016 | 11/14/2016 | |
CVS CVS Health | $56.25 -16.9% | Sale $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
AXP American Express | $233.23 -0.3% | Sale $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
JCI Johnson Controls International | $61.34 -5.7% | Purchase $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
WBA Walgreens Boots Alliance | $17.50 -1.3% | Purchase $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
PEP PepsiCo | $176.16 +0.1% | Purchase $15,001 - $50,000 | 11/29/2016 | 11/14/2016 | |
NYLD Clearway Energy | $20.10
| Purchase $1,001 - $15,000 | 11/29/2016 | 11/14/2016 | |
TWX Time Warner | $98.77
| Sale $15,001 - $50,000 | 11/2/2016 | 10/25/2016 | |
SBUX Starbucks | $74.12 -16.2% | Purchase $15,001 - $50,000 | 11/2/2016 | 10/25/2016 | |
WM Waste Management | $207.92 0.0% | Purchase $15,001 - $50,000 | 9/8/2016 | 8/31/2016 | +261.5%
|
VOD Vodafone Group Public | $8.46 +0.6% | Purchase $1,001 - $15,000 | 8/10/2016 | 8/4/2016 | |
HON Honeywell International | $197.00 +2.2% | Purchase $1,001 - $15,000 | 7/11/2016 | 7/6/2016 | |
SRC Spirit Realty Capital | $42.31 -1.6% | Sale $1,001 - $15,000 | 7/11/2016 | 7/6/2016 | |
CCI Crown Castle | $96.15 +2.5% | Sale $15,001 - $50,000 | 7/11/2016 | 6/27/2016 | |
BX Blackstone | $120.00 +2.9% | Purchase $1,001 - $15,000 | 6/29/2016 | 6/22/2016 | |
CSCO Cisco Systems | $47.49 +1.1% | Purchase $1,001 - $15,000 | 6/8/2016 | 6/1/2016 | |
QCOM QUALCOMM | $168.30 +1.5% | Purchase $1,001 - $15,000 | 6/8/2016 | 6/1/2016 | |
NKE NIKE | $91.51 -0.8% | Purchase $1,001 - $15,000 | 5/19/2016 | 5/9/2016 | |
GDV The Gabelli Dividend & Income Trust | $21.88 +0.7% | Purchase $15,001 - $50,000 | 5/19/2016 | 5/9/2016 | |
MAR Marriott International | $237.09 +0.4% | Purchase $1,001 - $15,000 | 5/5/2016 | 4/26/2016 | |
HD Home Depot | $335.30 +0.3% | Purchase $1,001 - $15,000 | 5/5/2016 | 4/26/2016 | |
MDLZ Mondelez International | $71.02 -1.3% | Purchase $1,001 - $15,000 | 5/5/2016 | 4/26/2016 | |
DUK Duke Energy | $100.22 +2.0% | Purchase $15,001 - $50,000 | 4/12/2016 | 3/30/2016 | |
LYB LyondellBasell Industries | $100.46 +0.5% | Purchase $15,001 - $50,000 | 4/12/2016 | 3/30/2016 | |
EV Eaton Vance | $24.12 -1.6% | Purchase $15,001 - $50,000 | 4/12/2016 | 3/30/2016 | |
TWX Time Warner | $98.77
| Purchase $15,001 - $50,000 | 3/31/2016 | 3/21/2016 | |
HD Home Depot | $335.30 +0.3% | Purchase $1,001 - $15,000 | 3/31/2016 | 3/21/2016 | |
M Macy's | $18.28 -0.8% | Purchase $15,001 - $50,000 | 3/31/2016 | 3/21/2016 | |
OAK Oaktree Capital Group LLC Unit | $51.52
| Purchase $15,001 - $50,000 | 3/15/2016 | 3/11/2016 | |
PFE Pfizer | $27.36 +6.8% | Purchase $15,001 - $50,000 | 3/2/2016 | 2/23/2016 | |
DIS Walt Disney | $111.68 +0.5% | Purchase $15,001 - $50,000 | 3/2/2016 | 2/23/2016 | |
HON Honeywell International | $197.00 +2.2% | Purchase $15,001 - $50,000 | 3/1/2016 | 2/18/2016 | |
QCOM QUALCOMM | $168.30 +1.5% | Purchase $1,001 - $15,000 | 3/1/2016 | 2/18/2016 | |
AAPL Apple | $172.58 +1.3% | Purchase $1,001 - $15,000 | 6/29/2016 | 2/18/2016 | |
MSFT Microsoft | $401.41 +3.1% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
CVS CVS Health | $56.25 -16.9% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
AMZN Amazon.com | $185.00 +5.7% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
HD Home Depot | $335.30 +0.3% | Purchase $1,001 - $15,000 | 6/29/2016 | 2/18/2016 | |
JNJ Johnson & Johnson | $151.83 +5.0% | Purchase $15,001 - $50,000 | 6/29/2016 | 2/18/2016 | |
IP International Paper | $35.49 +1.6% | Purchase $1,001 - $15,000 | 2/24/2016 | 2/2/2016 | |
NFG National Fuel Gas | $53.10
| Sale $1,001 - $15,000 | 1/14/2016 | 12/28/2015 | |
CVS CVS Health | $56.25 -16.9% | Purchase $15,001 - $50,000 | 1/14/2016 | 12/22/2015 | |
WMB Williams Companies | $38.04 -0.8% | Sale $1,001 - $15,000 | 1/14/2016 | 12/22/2015 | |
CCI Crown Castle | $96.15 +2.5% | Purchase $1,001 - $15,000 | 11/3/2015 | 10/21/2015 | |
IBM International Business Machines | $166.24 +0.0% | Sale $1,001 - $15,000 | 11/3/2015 | 10/21/2015 | |
FCX Freeport-McMoRan | $50.68 +1.5% | Sale $1,001 - $15,000 | 9/30/2015 | 9/18/2015 | |
WMB Williams Companies | $38.04 -0.8% | Sale $15,001 - $50,000 | 7/21/2015 | 6/30/2015 | -0.4%
|
EPD Enterprise Products Partners | $27.83 -0.9% | Purchase $15,001 - $50,000 | 7/21/2015 | 6/30/2015 | +45.3%
|
HON Honeywell International | $197.00 +2.2% | Purchase $15,001 - $50,000 | 6/4/2015 | 5/27/2015 | |
NYLD Clearway Energy | $20.10
| Purchase $15,001 - $50,000 | 6/4/2015 | 5/27/2015 | |
OAK Oaktree Capital Group LLC Unit | $51.52
| Purchase $15,001 - $50,000 | 6/4/2015 | 5/27/2015 | |
FCX Freeport-McMoRan | $50.68 +1.5% | Purchase $1,001 - $15,000 | 6/29/2016 | 5/26/2015 | |
FCX Freeport-McMoRan | $50.68 +1.5% | Sale $1,001 - $15,000 | 6/29/2016 | 5/26/2015 | |
WMB Williams Companies | $38.04 -0.8% | Purchase $1,001 - $15,000 | 6/4/2015 | 5/19/2015 | |
FEI First Trust MLP and Energy Income Fund | $9.73 +0.6% | Purchase $15,001 - $50,000 | 6/4/2015 | 5/19/2015 | |