VZ Verizon Communications | $39.68 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.4%
|
ABBV AbbVie | $159.62 -4.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.0%
|
AMZN Amazon.com | $179.62 +3.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +49.5%
|
JEF Jefferies Financial Group | $43.56 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +42.8%
|
UNP Union Pacific | $242.84 -0.3% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +25.8%
|
KLAC KLA | $706.26 +4.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +53.1%
|
CSCO Cisco Systems | $47.86 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -4.0%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $203.38 +3.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +49.5%
|
WFC Wells Fargo & Company | $59.90 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +45.3%
|
USB U.S. Bancorp | $41.12 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +34.1%
|
REIT ALPS Active REIT ETF | $24.10 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +2.9%
|
CVS CVS Health | $67.18 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -0.7%
|
AEP American Electric Power | $85.26 -1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +3.7%
|
WBA Walgreens Boots Alliance | $17.70 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -41.0%
|
BAC Bank of America | $37.82 -0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +33.6%
|
DE Deere & Company | $393.34 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.1%
|
CAT Caterpillar | $343.37 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +62.1%
|
NTAP NetApp | $101.33 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +45.1%
|
C Citigroup | $62.64 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +40.4%
|
PFE Pfizer | $25.38 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -32.5%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $92.83 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.6%
|
BMO Bank of Montreal | $90.90 -2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +7.8%
|
IPG Interpublic Group of Companies | $31.47 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.1%
|
HCA HCA Healthcare | $306.60 -2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.1%
|
HIG The Hartford Financial Services Group | $95.30 -3.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +38.8%
|
GILD Gilead Sciences | $65.42 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.8%
|
GIS General Mills | $70.84 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.2%
|
FHN First Horizon | $14.81 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.9%
|
FITB Fifth Third Bancorp | $36.90 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +47.3%
|
ES Eversource Energy | $59.44 -1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.1%
|
EQIX Equinix | $731.61 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.4%
|
ETR Entergy | $106.50 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.5%
|
EMR Emerson Electric | $109.87 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +39.0%
|
EW Edwards Lifesciences | $86.43 -1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.9%
|
DUK Duke Energy | $97.71 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.9%
|
D Dominion Energy | $50.45 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | 0.0%
|
DECK Deckers Outdoor | $833.46 +3.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +85.2%
|
DHR Danaher | $246.45 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.9%
|
COST Costco Wholesale | $729.18 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.9%
|
CMCSA Comcast | $38.57 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.3%
|
CCI Crown Castle | $93.57 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.6%
|
QCOM QUALCOMM | $165.66 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.3%
|
PLD Prologis | $104.03 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.7%
|
PG Procter & Gamble | $161.24 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.9%
|
PEP PepsiCo | $175.58 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.5%
|
PAYX Paychex | $119.97 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.2%
|
ODFL Old Dominion Freight Line | $182.42 -7.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.6%
|
NXPI NXP Semiconductors | $242.70 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.6%
|
TMUS T-Mobile US | $163.96 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.8%
|
SON Sonoco Products | $56.51 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.8%
|
ZTS Zoetis | $158.42 +3.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.1%
|
DIS Walt Disney | $112.73 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.9%
|
SHW Sherwin-Williams | $306.45 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.3%
|
TJX TJX Companies | $96.36 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +26.9%
|
VZ Verizon Communications | $39.68 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.0%
|
UNH UnitedHealth Group | $495.35 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.7%
|
V Visa | $274.58 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.9%
|
TMO Thermo Fisher Scientific | $573.60 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.2%
|
TRU TransUnion | $74.47 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.0%
|
TT Trane Technologies | $304.53 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +81.8%
|
SO Southern | $73.20 -1.6% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +4.8%
|
SBUX Starbucks | $88.25 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.4%
|
ARCC Ares Capital | $20.78 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.3%
|
SPGI S&P Global | $415.73 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.0%
|
ROP Roper Technologies | $526.78 -2.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.2%
|
BRK.B Berkshire Hathaway | $401.65 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.9%
|
BDX Becton, Dickinson and Company | $231.55 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.2%
|
BCE BCE | $32.63 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -27.6%
|
BAC Bank of America | $37.82 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.3%
|
AGR Avangrid | $36.39 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.4%
|
T AT&T | $16.75 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.5%
|
ASML ASML | $918.97 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.7%
|
AON AON | $285.88 -6.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.1%
|
BUD Anheuser-Busch InBev SA/NV | $60.01 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.5%
|
AWK American Water Works | $120.78 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.2%
|
AEP American Electric Power | $85.26 -1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.3%
|
ADBE Adobe | $477.56 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.8%
|
ACN Accenture | $307.93 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.5%
|
PWR Quanta Services | $261.76 +2.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +51.4%
|
KO Coca-Cola | $61.74
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.2%
|
CME CME Group | $210.94 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.2%
|
CSCO Cisco Systems | $47.86 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.4%
|
CTAS Cintas | $666.23 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +43.5%
|
CINF Cincinnati Financial | $110.88 -6.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.6%
|
BX Blackstone | $122.44 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.6%
|
NNN NNN REIT | $40.78 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.2%
|
NEE NextEra Energy | $66.01 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.1%
|
MAA Mid-America Apartment Communities | $129.24 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.6%
|
MET MetLife | $70.42 -2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +33.4%
|
MRK Merck & Co., Inc. | $131.19 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.8%
|
MCD McDonald's | $273.12 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.3%
|
MA Mastercard | $462.42 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.0%
|
LCID Lucid Group | $2.46 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -67.7%
|
JPM JPMorgan Chase & Co. | $193.50 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.6%
|
BAC Bank of America | $37.82 -0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +8.2%
|
BDX Becton, Dickinson and Company | $231.55 +0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -11.9%
|
GILD Gilead Sciences | $65.42 +0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +0.2%
|
PWR Quanta Services | $261.76 +2.6% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +78.4%
|
BUD Anheuser-Busch InBev SA/NV | $60.01 +0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +20.3%
|
CRL Charles River Laboratories International | $229.03 +0.5% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +7.1%
|
AMAT Applied Materials | $203.38 +3.0% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +93.7%
|
DIS Walt Disney | $112.73 0.0% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -4.0%
|
EXPE Expedia Group | $135.70 -0.4% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +25.2%
|
KLAC KLA | $706.26 +4.9% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +122.9%
|
KLAC KLA | $706.26 +4.9% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +122.9%
|
ALLY Ally Financial | $39.30 +0.4% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +12.8%
|
SYF Synchrony Financial | $44.67 +0.0% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +17.3%
|
UNP Union Pacific | $242.84 -0.3% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -5.8%
|
KLAC KLA | $706.26 +4.9% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +92.4%
|
UNP Union Pacific | $242.84 -0.3% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -5.8%
|
KLAC KLA | $706.26 +4.9% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +92.4%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +23.3%
|
C Citigroup | $62.64 +1.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +10.7%
|
AMZN Amazon.com | $179.62 +3.4% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +5.4%
|
HD Home Depot | $335.01 +0.9% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -1.0%
|
LCID Lucid Group | $2.46 +0.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -89.1%
|
WMT Walmart | $60.13 -0.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +30.4%
|
PFE Pfizer | $25.38 +0.5% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -38.7%
|
CAT Caterpillar | $343.37 +1.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +78.4%
|
WFC Wells Fargo & Company | $59.90 -0.1% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +24.9%
|
FHN First Horizon | $14.81 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.1%
|
ES Eversource Energy | $59.44 -1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -27.3%
|
EXPE Expedia Group | $135.70 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -17.2%
|
MRK Merck & Co., Inc. | $131.19 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +83.2%
|
MA Mastercard | $462.42 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +33.0%
|
HCA HCA Healthcare | $306.60 -2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +26.3%
|
HIG The Hartford Financial Services Group | $95.30 -3.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +35.7%
|
GIS General Mills | $70.84 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.4%
|
FITB Fifth Third Bancorp | $36.90 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -13.1%
|
AMZN Amazon.com | $179.62 +3.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +9.4%
|
AEP American Electric Power | $85.26 -1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +5.0%
|
AWK American Water Works | $120.78 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -28.5%
|
AMAT Applied Materials | $203.38 +3.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +58.0%
|
ASML ASML | $918.97 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +23.3%
|
T AT&T | $16.75 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -38.0%
|
BCE BCE | $32.63 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -34.8%
|
CRL Charles River Laboratories International | $229.03 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -44.5%
|
CSCO Cisco Systems | $47.86 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -12.1%
|
DHR Danaher | $246.45 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -19.0%
|
EQIX Equinix | $731.61 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.4%
|
TJX TJX Companies | $96.36 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +46.0%
|
SPGI S&P Global | $415.73 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.2%
|
SYF Synchrony Financial | $44.67 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -8.6%
|
VZ Verizon Communications | $39.68 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.5%
|
NNN NNN REIT | $40.78 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -5.6%
|
NWL Newell Brands | $7.79 +12.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -64.8%
|
NEE NextEra Energy | $66.01 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -15.9%
|
ODFL Old Dominion Freight Line | $182.42 -7.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.6%
|
PEP PepsiCo | $175.58 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.7%
|
PFE Pfizer | $25.38 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -41.0%
|
PLD Prologis | $104.03 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -17.1%
|
QCOM QUALCOMM | $165.66 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +28.4%
|
ROP Roper Technologies | $526.78 -2.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.1%
|
ZTS Zoetis | $158.42 +3.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.3%
|
DIS Walt Disney | $112.73 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -38.0%
|
WMT Walmart | $60.13 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.4%
|
V Visa | $274.58 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.5%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +16.9%
|
TRU TransUnion | $74.47 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -40.1%
|
TT Trane Technologies | $304.53 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +51.5%
|
TMO Thermo Fisher Scientific | $573.60 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.4%
|
NXPI NXP Semiconductors | $242.70 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +14.5%
|
ACN Accenture | $307.93 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -9.7%
|
ADBE Adobe | $477.56 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -28.1%
|
ALLY Ally Financial | $39.30 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.3%
|
AON AON | $285.88 -6.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -1.6%
|
ARCC Ares Capital | $20.78 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.8%
|
AGR Avangrid | $36.39 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -34.2%
|
BRK.B Berkshire Hathaway | $401.65 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +40.8%
|
BX Blackstone | $122.44 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -4.6%
|
CTAS Cintas | $666.23 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +68.1%
|
CME CME Group | $210.94 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.7%
|
KO Coca-Cola | $61.74
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +8.8%
|
CMCSA Comcast | $38.57 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.5%
|
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +58.2%
|
EW Edwards Lifesciences | $86.43 -1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -28.3%
|
HD Home Depot | $335.01 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.2%
|
PGX Invesco Preferred ETF | $11.40
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -25.1%
|
JPM JPMorgan Chase & Co. | $193.50 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.6%
|
SHW Sherwin-Williams | $306.45 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -0.7%
|
SBUX Starbucks | $88.25 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.8%
|
TMUS T-Mobile US | $163.96 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.4%
|
CVS CVS Health | $67.18 -0.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -19.8%
|
TMUS T-Mobile US | $163.96 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.7%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +20.6%
|
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +20.6%
|
TT Trane Technologies | $304.53 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +57.1%
|
TMO Thermo Fisher Scientific | $573.60 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.0%
|
SBUX Starbucks | $88.25 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -25.2%
|
PFE Pfizer | $25.38 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -44.8%
|
NXPI NXP Semiconductors | $242.70 +1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +11.8%
|
NTAP NetApp | $101.33 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.2%
|
MS Morgan Stanley | $92.83 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -7.9%
|
MA Mastercard | $462.42 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.7%
|
JPM JPMorgan Chase & Co. | $193.50 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.0%
|
HD Home Depot | $335.01 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +1.9%
|
EW Edwards Lifesciences | $86.43 -1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -24.4%
|
CVS CVS Health | $67.18 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -17.7%
|
CTAS Cintas | $666.23 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +69.8%
|
BX Blackstone | $122.44 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +7.2%
|
AMAT Applied Materials | $203.38 +3.0% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +43.2%
|
AON AON | $285.88 -6.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +8.4%
|
REIT ALPS Active REIT ETF | $24.10 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $39.30 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -24.1%
|
ADBE Adobe | $477.56 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -24.1%
|
ACN Accenture | $307.93 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -3.6%
|
ABBV AbbVie | $159.62 -4.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +39.9%
|
VZ Verizon Communications | $39.68 +1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -28.0%
|
ZTS Zoetis | $158.42 +3.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -20.7%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $17.70 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -62.7%
|
V Visa | $274.58 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.4%
|
QCOM QUALCOMM | $165.66 +1.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +11.3%
|
GIS General Mills | $70.84 -0.8% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +19.3%
|
CSCO Cisco Systems | $47.86 -0.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -13.7%
|
HCA HCA Healthcare | $306.60 -2.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +22.2%
|
WM Waste Management | $210.07 -1.2% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +97.1%
|
QCOM QUALCOMM | $165.66 +1.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +85.1%
|
CSCO Cisco Systems | $47.86 -0.5% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +3.0%
|
GIS General Mills | $70.84 -0.8% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +14.6%
|
HCA HCA Healthcare | $306.60 -2.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +204.9%
|
T AT&T | $16.75 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -37.4%
|
ARCC Ares Capital | $20.78 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +157.2%
|
AAPL Apple | $169.30 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +201.8%
|
AWK American Water Works | $120.78 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +24.4%
|
AEP American Electric Power | $85.26 -1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +21.8%
|
GOOGL Alphabet | $171.95 +10.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +226.2%
|
BAC Bank of America | $37.82 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +109.2%
|
AGR Avangrid | $36.39 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +0.7%
|
CME CME Group | $210.94 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +51.2%
|
CTAS Cintas | $666.23 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +324.2%
|
CINF Cincinnati Financial | $110.88 -6.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +66.0%
|
JPM JPMorgan Chase & Co. | $193.50 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +144.8%
|
JNJ Johnson & Johnson | $146.13 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +31.5%
|
INTC Intel | $31.88 -9.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -35.7%
|
HD Home Depot | $335.01 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +106.3%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $443.29 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +199.3%
|
MRK Merck & Co., Inc. | $131.19 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $273.12 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +99.2%
|
MA Mastercard | $462.42 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +127.5%
|
LAMR Lamar Advertising | $114.37 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +253.8%
|
KMB Kimberly-Clark | $135.24 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +20.4%
|
CB Chubb | $245.38 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +160.5%
|
BRK.B Berkshire Hathaway | $401.65 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +147.7%
|
PEP PepsiCo | $175.58 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +66.9%
|
NEE NextEra Energy | $66.01 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +45.3%
|
ZTS Zoetis | $158.42 +3.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +71.0%
|
XEL Xcel Energy | $53.96 -1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +7.9%
|
DIS Walt Disney | $112.73 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +31.4%
|
WMT Walmart | $60.13 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.8%
|
WPC W. P. Carey | $55.00 -1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +25.4%
|
V Visa | $274.58 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +102.3%
|
VZ Verizon Communications | $39.68 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -21.1%
|
UNH UnitedHealth Group | $495.35 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +154.2%
|
TT Trane Technologies | $304.53 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +327.4%
|
TMO Thermo Fisher Scientific | $573.60 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +124.7%
|
D Dominion Energy | $50.45 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -15.1%
|
DUK Duke Energy | $97.71 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +52.3%
|
EW Edwards Lifesciences | $86.43 -1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +64.9%
|
ESS Essex Property Trust | $246.92 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +35.5%
|
TMUS T-Mobile US | $163.96 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +116.6%
|
PHM PulteGroup | $113.74 +2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +541.1%
|
PLD Prologis | $104.03 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +64.2%
|
PG Procter & Gamble | $161.24 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.0%
|
ADBE Adobe | $477.56 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.4%
|
NNN NNN REIT | $40.78 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +51.0%
|
MAA Mid-America Apartment Communities | $129.24 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +52.6%
|
MSFT Microsoft | $406.32 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +198.8%
|
ES Eversource Energy | $59.44 -1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -4.5%
|
CMS CMS Energy | $59.35 -1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +22.3%
|
KO Coca-Cola | $61.74
| Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +64.4%
|
CL Colgate-Palmolive | $90.99 +1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +50.5%
|
CMCSA Comcast | $38.57 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +12.9%
|
COST Costco Wholesale | $729.18 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +155.4%
|
DHR Danaher | $246.45 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +103.0%
|
PAYX Paychex | $119.97 -1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +138.1%
|
PNC The PNC Financial Services Group | $156.11 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +62.6%
|
MGA Magna International | $49.13 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +54.7%
|
UNP Union Pacific | $242.84 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +88.8%
|
APH Amphenol | $120.49 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +237.8%
|
SYY Sysco | $77.07
| Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +104.2%
|
EPR EPR Properties | $40.99 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +71.3%
|
PRU Prudential Financial | $110.50 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +108.8%
|
TMUS T-Mobile US | $163.96 -0.1% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +64.2%
|
AON AON | $285.88 -6.6% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +21.5%
|
PLD Prologis | $104.03 +0.7% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +11.4%
|
SIX Six Flags Entertainment | $23.74 +1.1% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -43.9%
|
BLK BlackRock | $762.83 +0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +75.7%
|
CMA Comerica | $52.08 -0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -20.6%
|
GOOGL Alphabet | $171.95 +10.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +181.8%
|
ADBE Adobe | $477.56 +0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +71.3%
|
MA Mastercard | $462.42 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +71.3%
|
V Visa | $274.58 -0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +56.9%
|
UNH UnitedHealth Group | $495.35 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +112.3%
|
PHM PulteGroup | $113.74 +2.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +228.0%
|
ZTS Zoetis | $158.42 +3.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +30.4%
|
WPC W. P. Carey | $55.00 -1.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -37.2%
|
STI SunTrust Banks | $2.30 -5.7% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.3%
|
BABA Alibaba Group | $75.55 +0.6% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $177.48 +1.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $221.10 +0.6% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $52.08 -0.1% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $245.38 -0.2% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $75.55 +0.6% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $91.80 +0.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $168.29 -1.1% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $733.51 +1.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $70.84 -0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $41.12 +0.5% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GPT Gramercy Property Trust | $27.48
| Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
LII Lennox International | $477.10 +0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $27.02 -1.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $41.12 +0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $261.24 +1.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $88.25 +0.5% | Sale $1,001 - $15,000 | 9/13/2018 | 8/7/2018 | |
TWX Time Warner | $98.77
| Exchange $1,001 - $15,000 | 7/5/2018 | 6/15/2018 | |
LTC LTC Properties | $32.57 +1.2% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $110.50 -0.6% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $17.03 -0.2% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -70.5%
|
CMS CMS Energy | $59.35 -1.9% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $66.01 -1.3% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $57.29 +1.5% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
HCN Horizons China High Dividend Yield Index ETF | | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DIS Walt Disney | $112.73 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $60.13 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $193.50 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $146.13 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $31.88 -9.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $93.50 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $335.01 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HTA Healthcare Trust of America | | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GPT Gramercy Property Trust | $27.48
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GSK GSK | $41.12 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $131.19 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $406.32 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $53.96 -1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $158.42 +3.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $70.84 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $443.29 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $59.44 -1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $246.92 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $223.42 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $40.99 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $733.51 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $86.43 -1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $221.10 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $97.71 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $57.29 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $50.45 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $246.45 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $729.18 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.27 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $38.57 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $90.99 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $61.74
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $210.94 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $666.23 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CINF Cincinnati Financial | $110.88 -6.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $129.24 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $40.78 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $261.24 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $119.97 -1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $55.00 -1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $17.03 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $274.58 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.68 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $477.10 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LPT Liberty Property Trust | $61.95
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LTC LTC Properties | $32.57 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $495.35 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $41.12 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $401.65 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $762.83 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $135.24 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
TWX Time Warner | $98.77
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
TMO Thermo Fisher Scientific | $573.60 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $77.07
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.30 -5.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $88.25 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $23.74 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $113.74 +2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $161.24 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $462.42 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $273.12 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $171.95 +10.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $85.26 -1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $120.78 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $120.49 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $169.30 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $20.78 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $16.75 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.39 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $11.06 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $37.82 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $27.02 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $156.11 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $175.58 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $49.13 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $59.90 -0.1% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |