IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.11 -0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +0.9%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.09 -0.1% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +1.8%
|
UNP Union Pacific | $244.97 -0.4% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +15.5%
|
EOG EOG Resources | $129.94 +1.6% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +1.4%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $58.80 +0.3% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +18.4%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $58.80 +0.3% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +18.4%
|
PFE Pfizer | $28.64 -1.0% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -30.4%
|
PARA Paramount Global | $12.02 -4.9% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -46.8%
|
CMI Cummins | $285.56 -0.8% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +10.7%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.42 -0.1% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.1%
|
SCHP Schwab U.S. TIPS ETF | $51.85 -0.1% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -3.7%
|
DGX Quest Diagnostics | $144.34 +1.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -4.0%
|
EFA iShares MSCI EAFE ETF | $81.64 +0.3% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +26.0%
|
TXN Texas Instruments | $195.02 +0.0% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +8.7%
|
TGT Target | $160.13 -0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -7.6%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.09 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.0%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.03
| Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.0%
|
FDEV Fidelity International Multifactor ETF | $28.01 +0.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +27.2%
|
VUG Vanguard Growth ETF | $350.63 +0.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +65.0%
|
VYM Vanguard High Dividend Yield ETF | $121.51 +0.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +15.5%
|
IJR iShares Core S&P Small-Cap ETF | $110.39 0.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +12.3%
|
SCHP Schwab U.S. TIPS ETF | $51.85 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -0.6%
|
EMR Emerson Electric | $112.88 +0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +25.4%
|
UPS United Parcel Service | $149.24 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -23.9%
|
TGT Target | $160.13 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -4.1%
|
CLX Clorox | $135.62 -1.0% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -21.5%
|
APD Air Products and Chemicals | $262.70 +2.2% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -11.9%
|
LHX L3Harris Technologies | $223.57 +0.7% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | 0.0%
|
GILD Gilead Sciences | $67.72 -0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +0.6%
|
BMY Bristol-Myers Squibb | $44.03 -0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -25.9%
|
GD General Dynamics | $299.02 +1.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +52.9%
|
DGX Quest Diagnostics | $144.34 +1.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +3.1%
|
MRK Merck & Co., Inc. | $131.19 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $195.02 +0.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +4.4%
|
HRL Hormel Foods | $36.31 +0.6% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -22.6%
|
BLK BlackRock | $812.22 +0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -5.6%
|
D Dominion Energy | $53.50 +0.4% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -29.4%
|
WM Waste Management | $210.44 -0.8% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +82.2%
|
ABT Abbott Laboratories | $104.09 -0.7% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -10.3%
|
D Dominion Energy | $53.50 +0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -21.3%
|
IRM Iron Mountain | $81.79 -0.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +134.2%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +1.0%
|
PG Procter & Gamble | $167.64 -0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +37.2%
|
VTRS Viatris | $10.98 -0.4% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -19.2%
|
CLX Clorox | $135.62 -1.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -23.9%
|
CSCO Cisco Systems | $48.17 -0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +8.1%
|
AMGN Amgen | $312.47 -0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +40.8%
|
UNP Union Pacific | $244.97 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +41.0%
|
HRL Hormel Foods | $36.31 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -29.0%
|
CVX Chevron | $162.67 +1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +88.1%
|
CVS CVS Health | $57.68 +0.3% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -8.8%
|
ABT Abbott Laboratories | $104.09 -0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.2%
|
AFL Aflac | $88.37 +1.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +143.5%
|
MO Altria Group | $46.08 +0.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +8.4%
|
BUD Anheuser-Busch InBev SA/NV | $67.42 +1.4% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +21.2%
|
BECN Beacon Roofing Supply | $96.09 0.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +228.7%
|
BTI British American Tobacco | $31.59 +0.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -10.5%
|
CSCO Cisco Systems | $48.17 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.1%
|
CLX Clorox | $135.62 -1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -40.7%
|
GLW Corning | $35.35 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +16.9%
|
D Dominion Energy | $53.50 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -34.8%
|
DOV Dover | $184.09 0.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +75.7%
|
EMR Emerson Electric | $112.88 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +81.3%
|
ENR Energizer | $30.48 -1.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -38.0%
|
HAL Halliburton | $37.90 +1.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +158.7%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +5.3%
|
MCD McDonald's | $272.38 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +38.8%
|
MDLZ Mondelez International | $71.23 -1.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +27.9%
|
PG Procter & Gamble | $167.64 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +31.1%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $36.00 -0.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +2.1%
|
USB U.S. Bancorp | $41.43 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +14.1%
|
WM Waste Management | $210.44 -0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +95.7%
|
YUMC Yum China | $39.20 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -25.5%
|
AMGN Amgen | $312.47 -0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +22.4%
|
CVX Chevron | $162.67 +1.0% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +130.1%
|
QCOM QUALCOMM | $193.86 +0.3% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +200.7%
|
PFE Pfizer | $28.64 -1.0% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -17.2%
|
EXC Exelon | $38.58 -0.1% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -15.2%
|
ABBV AbbVie | $166.42 +1.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +125.5%
|
PSX Phillips 66 | $147.08 +1.6% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +49.3%
|
CVS CVS Health | $57.68 +0.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +9.5%
|
BTI British American Tobacco | $31.59 +0.1% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -11.0%
|
KHC Kraft Heinz | $36.00 -0.2% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -24.6%
|
BTI British American Tobacco | $31.59 +0.1% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -11.0%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |