IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $50.99 0.0% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +0.7%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.52 -0.1% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +1.1%
|
UNP Union Pacific | $245.90 +1.5% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +15.9%
|
EOG EOG Resources | $129.83 -0.3% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +1.3%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $57.61 +0.2% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +16.0%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $57.61 +0.2% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +16.0%
|
PFE Pfizer | $28.28 +1.8% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -31.3%
|
PARA Paramount Global | $12.82 -0.5% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -43.2%
|
CMI Cummins | $288.97 +0.7% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +12.0%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.28 0.0% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | -0.1%
|
SCHP Schwab U.S. TIPS ETF | $51.50 -0.1% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -4.3%
|
DGX Quest Diagnostics | $136.15 -0.6% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -9.5%
|
EFA iShares MSCI EAFE ETF | $79.60 -0.1% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +22.9%
|
TXN Texas Instruments | $183.95 +0.7% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +2.5%
|
TGT Target | $159.59 -0.5% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -7.9%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.52 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.4%
|
FHYS Federated Hermes Short Duration High Yield ETF | $22.96 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.6%
|
FDEV Fidelity International Multifactor ETF | $27.48
| Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +24.8%
|
VUG Vanguard Growth ETF | $342.80 -0.2% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +61.3%
|
VYM Vanguard High Dividend Yield ETF | $118.59 +0.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +12.7%
|
IJR iShares Core S&P Small-Cap ETF | $108.26 -0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +10.1%
|
SCHP Schwab U.S. TIPS ETF | $51.50 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -1.3%
|
EMR Emerson Electric | $112.65 +4.9% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +25.1%
|
UPS United Parcel Service | $147.77 +0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -24.6%
|
TGT Target | $159.59 -0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -4.4%
|
CLX Clorox | $140.45 -0.5% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -18.7%
|
APD Air Products and Chemicals | $246.27 -1.0% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -17.4%
|
LHX L3Harris Technologies | $215.88 0.0% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -3.4%
|
GILD Gilead Sciences | $64.92 -0.8% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -3.6%
|
BMY Bristol-Myers Squibb | $43.67 -0.8% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -26.5%
|
GD General Dynamics | $292.74 -0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +49.7%
|
DGX Quest Diagnostics | $136.15 -0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -2.7%
|
MRK Merck & Co., Inc. | $129.48 -0.7% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $183.95 +0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -1.6%
|
HRL Hormel Foods | $35.12 -0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -25.1%
|
BLK BlackRock | $778.33 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -9.6%
|
D Dominion Energy | $52.15 +0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -31.1%
|
WM Waste Management | $210.00 -0.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +81.8%
|
ABT Abbott Laboratories | $104.94 -1.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -9.5%
|
D Dominion Energy | $52.15 +0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -23.3%
|
IRM Iron Mountain | $78.04 +0.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +123.5%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -2.7%
|
PG Procter & Gamble | $165.05 -0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +35.1%
|
VTRS Viatris | $11.81 +0.8% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -13.1%
|
CLX Clorox | $140.45 -0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -21.2%
|
CSCO Cisco Systems | $48.00 +1.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +7.7%
|
AMGN Amgen | $307.31 +2.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +38.5%
|
UNP Union Pacific | $245.90 +1.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +41.6%
|
HRL Hormel Foods | $35.12 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -31.3%
|
CVX Chevron | $162.54 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +87.9%
|
CVS CVS Health | $54.93 -1.5% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -13.2%
|
ABT Abbott Laboratories | $104.94 -1.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +5.1%
|
AFL Aflac | $84.83 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +133.8%
|
MO Altria Group | $44.29 +1.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +4.2%
|
BUD Anheuser-Busch InBev SA/NV | $63.00 +4.0% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +13.2%
|
BECN Beacon Roofing Supply | $92.28 -1.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +215.7%
|
BTI British American Tobacco | $30.16 +0.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -14.6%
|
CSCO Cisco Systems | $48.00 +1.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +3.7%
|
CLX Clorox | $140.45 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -38.5%
|
GLW Corning | $33.93 +1.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +12.2%
|
D Dominion Energy | $52.15 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -36.4%
|
DOV Dover | $183.75 +1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +75.4%
|
EMR Emerson Electric | $112.65 +4.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +80.9%
|
ENR Energizer | $29.29 +1.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -40.4%
|
HAL Halliburton | $37.04 -0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +152.8%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +1.4%
|
MCD McDonald's | $268.54 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +36.8%
|
MDLZ Mondelez International | $70.43 -0.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +26.4%
|
PG Procter & Gamble | $165.05 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +29.1%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $35.89 +0.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +1.8%
|
USB U.S. Bancorp | $41.69 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +14.8%
|
WM Waste Management | $210.00 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +95.3%
|
YUMC Yum China | $37.30
| Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -29.1%
|
AMGN Amgen | $307.31 +2.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +20.4%
|
CVX Chevron | $162.54 -0.1% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +129.9%
|
QCOM QUALCOMM | $180.55 +0.2% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +180.0%
|
PFE Pfizer | $28.28 +1.8% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -18.3%
|
EXC Exelon | $37.82 -0.2% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -16.9%
|
ABBV AbbVie | $160.40 -1.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +117.3%
|
PSX Phillips 66 | $146.94 +1.2% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +49.2%
|
CVS CVS Health | $54.93 -1.5% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +4.3%
|
BTI British American Tobacco | $30.16 +0.6% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -15.0%
|
KHC Kraft Heinz | $35.89 +0.2% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -24.9%
|
BTI British American Tobacco | $30.16 +0.6% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -15.0%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |