VZ Verizon Communications | $39.73 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.5%
|
ABBV AbbVie | $160.44 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.6%
|
AMZN Amazon.com | $190.50 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +58.6%
|
JEF Jefferies Financial Group | $46.02 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +50.8%
|
UNP Union Pacific | $246.28 +0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +27.5%
|
KLAC KLA | $713.73 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.8%
|
CSCO Cisco Systems | $47.76 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -4.2%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $206.94 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +52.1%
|
WFC Wells Fargo & Company | $61.22 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +48.5%
|
USB U.S. Bancorp | $41.60 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +35.6%
|
REIT ALPS Active REIT ETF | $24.91 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +6.4%
|
CVS CVS Health | $55.39 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -18.1%
|
AEP American Electric Power | $90.50 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.0%
|
WBA Walgreens Boots Alliance | $17.25 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -42.5%
|
BAC Bank of America | $38.24 +1.4% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +35.1%
|
DE Deere & Company | $410.40 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.9%
|
CAT Caterpillar | $352.56 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +66.5%
|
NTAP NetApp | $107.80 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.4%
|
C Citigroup | $63.15 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +41.6%
|
PFE Pfizer | $28.16 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -25.1%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $97.94 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.7%
|
BMO Bank of Montreal | $93.37 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.8%
|
ARCC Ares Capital | $20.87 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.8%
|
SPGI S&P Global | $430.71 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.2%
|
ROP Roper Technologies | $522.01 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.1%
|
BRK.B Berkshire Hathaway | $407.55 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.8%
|
BDX Becton, Dickinson and Company | $234.92 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.8%
|
BCE BCE | $33.79 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -25.0%
|
BAC Bank of America | $38.24 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.7%
|
AGR Avangrid | $36.84 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.2%
|
T AT&T | $17.15 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.2%
|
ASML ASML | $913.59 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.0%
|
AON AON | $285.60 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.2%
|
BUD Anheuser-Busch InBev SA/NV | $63.45 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.6%
|
AWK American Water Works | $134.34 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.7%
|
AEP American Electric Power | $90.50 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.7%
|
ADBE Adobe | $482.74 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.1%
|
ACN Accenture | $305.25 -2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.6%
|
PWR Quanta Services | $271.17 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.9%
|
KO Coca-Cola | $62.91 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.1%
|
CME CME Group | $213.10 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.4%
|
CSCO Cisco Systems | $47.76 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.6%
|
CTAS Cintas | $695.27 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.8%
|
CINF Cincinnati Financial | $118.08 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.9%
|
BX Blackstone | $123.04 +2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +47.3%
|
NNN NNN REIT | $42.14 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.0%
|
NEE NextEra Energy | $74.05 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.9%
|
MAA Mid-America Apartment Communities | $135.26 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.4%
|
MET MetLife | $72.62 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.6%
|
MRK Merck & Co., Inc. | $130.38 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.1%
|
MCD McDonald's | $267.66 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.3%
|
MA Mastercard | $455.55 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.1%
|
LCID Lucid Group | $2.71
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -64.4%
|
JPM JPMorgan Chase & Co. | $196.93 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.2%
|
IPG Interpublic Group of Companies | $31.09 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.1%
|
HCA HCA Healthcare | $320.01 +3.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.2%
|
HIG The Hartford Financial Services Group | $100.93 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +47.0%
|
GILD Gilead Sciences | $64.69 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.7%
|
GIS General Mills | $70.05 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.1%
|
FHN First Horizon | $15.87 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.6%
|
FITB Fifth Third Bancorp | $38.61 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.1%
|
ES Eversource Energy | $61.46 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.3%
|
EQIX Equinix | $773.99 +11.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.4%
|
ETR Entergy | $111.03 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.2%
|
EMR Emerson Electric | $115.64 +2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.3%
|
EW Edwards Lifesciences | $87.66 +3.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.4%
|
DUK Duke Energy | $102.75 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.6%
|
D Dominion Energy | $52.98 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.1%
|
DECK Deckers Outdoor | $874.17 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +94.3%
|
DHR Danaher | $250.74 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.8%
|
COST Costco Wholesale | $779.17 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +60.1%
|
CMCSA Comcast | $38.60 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.3%
|
CCI Crown Castle | $99.56 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.3%
|
QCOM QUALCOMM | $181.03 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +74.0%
|
PLD Prologis | $108.21 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.3%
|
PG Procter & Gamble | $165.84 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
PEP PepsiCo | $177.60 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.4%
|
PAYX Paychex | $120.78 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.0%
|
ODFL Old Dominion Freight Line | $183.88 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.6%
|
NXPI NXP Semiconductors | $261.19 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.4%
|
TMUS T-Mobile US | $164.28 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.0%
|
SON Sonoco Products | $58.65 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.3%
|
ZTS Zoetis | $167.83 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.6%
|
DIS Walt Disney | $105.84 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.1%
|
SHW Sherwin-Williams | $320.18 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.4%
|
TJX TJX Companies | $99.09 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.5%
|
VZ Verizon Communications | $39.73 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
UNH UnitedHealth Group | $506.95 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.1%
|
V Visa | $277.53 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.2%
|
TMO Thermo Fisher Scientific | $577.71 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.0%
|
TRU TransUnion | $78.19 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.2%
|
TT Trane Technologies | $331.97 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +98.2%
|
SO Southern | $77.85 +0.3% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +11.5%
|
SBUX Starbucks | $75.40 +2.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -23.4%
|
BAC Bank of America | $38.24 +1.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +9.4%
|
BDX Becton, Dickinson and Company | $234.92 +0.6% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -10.6%
|
GILD Gilead Sciences | $64.69 -0.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -0.9%
|
PWR Quanta Services | $271.17 +2.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +84.8%
|
BUD Anheuser-Busch InBev SA/NV | $63.45 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +27.2%
|
CRL Charles River Laboratories International | $229.11 -2.6% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +7.1%
|
AMAT Applied Materials | $206.94 -0.2% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +97.1%
|
DIS Walt Disney | $105.84 +0.4% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -9.9%
|
EXPE Expedia Group | $112.37 +0.7% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +3.6%
|
KLAC KLA | $713.73 -0.5% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +125.3%
|
KLAC KLA | $713.73 -0.5% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +125.3%
|
ALLY Ally Financial | $39.56 +0.2% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +13.6%
|
SYF Synchrony Financial | $45.81 +0.4% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +20.3%
|
KLAC KLA | $713.73 -0.5% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +94.5%
|
UNP Union Pacific | $246.28 +0.2% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -4.4%
|
UNP Union Pacific | $246.28 +0.2% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -4.4%
|
KLAC KLA | $713.73 -0.5% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +94.5%
|
C Citigroup | $63.15 +0.6% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +11.6%
|
AMZN Amazon.com | $190.50 +1.3% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +30.8%
|
AMZN Amazon.com | $190.50 +1.3% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +11.8%
|
HD Home Depot | $346.56 +2.3% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +2.4%
|
LCID Lucid Group | $2.71
| Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -88.0%
|
WMT Walmart | $60.43 +0.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +31.0%
|
PFE Pfizer | $28.16 +1.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -32.0%
|
CAT Caterpillar | $352.56 +2.3% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +83.1%
|
WFC Wells Fargo & Company | $61.22 +0.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +27.6%
|
FHN First Horizon | $15.87 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.6%
|
ES Eversource Energy | $61.46 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.8%
|
EXPE Expedia Group | $112.37 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.4%
|
MRK Merck & Co., Inc. | $130.38 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +82.0%
|
MA Mastercard | $455.55 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.0%
|
HCA HCA Healthcare | $320.01 +3.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.8%
|
HIG The Hartford Financial Services Group | $100.93 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +43.7%
|
GIS General Mills | $70.05 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.1%
|
FITB Fifth Third Bancorp | $38.61 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.0%
|
AMZN Amazon.com | $190.50 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.0%
|
AEP American Electric Power | $90.50 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.5%
|
AWK American Water Works | $134.34 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.5%
|
AMAT Applied Materials | $206.94 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +60.8%
|
ASML ASML | $913.59 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.6%
|
T AT&T | $17.15 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -36.5%
|
BCE BCE | $33.79 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.5%
|
CRL Charles River Laboratories International | $229.11 -2.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -44.5%
|
CSCO Cisco Systems | $47.76 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -12.3%
|
DHR Danaher | $250.74 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -17.6%
|
EQIX Equinix | $773.99 +11.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.0%
|
TJX TJX Companies | $99.09 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +50.2%
|
SPGI S&P Global | $430.71 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.4%
|
ROP Roper Technologies | $522.01 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.0%
|
QCOM QUALCOMM | $181.03 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.4%
|
PLD Prologis | $108.21 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -13.7%
|
PFE Pfizer | $28.16 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -34.5%
|
PEP PepsiCo | $177.60 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.1%
|
ODFL Old Dominion Freight Line | $183.88 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +28.6%
|
NEE NextEra Energy | $74.05 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -5.7%
|
NWL Newell Brands | $8.26 +2.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -62.7%
|
NNN NNN REIT | $42.14 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.4%
|
VZ Verizon Communications | $39.73 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.4%
|
SYF Synchrony Financial | $45.81 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.3%
|
ZTS Zoetis | $167.83 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -19.8%
|
DIS Walt Disney | $105.84 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -41.8%
|
WMT Walmart | $60.43 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.0%
|
V Visa | $277.53 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.8%
|
UNH UnitedHealth Group | $506.95 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.6%
|
TRU TransUnion | $78.19 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.1%
|
TT Trane Technologies | $331.97 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +65.1%
|
TMO Thermo Fisher Scientific | $577.71 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.2%
|
NXPI NXP Semiconductors | $261.19 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.3%
|
ACN Accenture | $305.25 -2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -10.5%
|
ADBE Adobe | $482.74 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.4%
|
ALLY Ally Financial | $39.56 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.8%
|
AON AON | $285.60 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -1.7%
|
ARCC Ares Capital | $20.87 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.2%
|
AGR Avangrid | $36.84 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -33.4%
|
BRK.B Berkshire Hathaway | $407.55 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +42.9%
|
BX Blackstone | $123.04 +2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -4.1%
|
CTAS Cintas | $695.27 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +75.4%
|
CME CME Group | $213.10 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.8%
|
KO Coca-Cola | $62.91 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.8%
|
CMCSA Comcast | $38.60 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.5%
|
COST Costco Wholesale | $779.17 +2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +69.0%
|
EW Edwards Lifesciences | $87.66 +3.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.3%
|
HD Home Depot | $346.56 +2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.7%
|
PGX Invesco Preferred ETF | $11.52 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.3%
|
JPM JPMorgan Chase & Co. | $196.93 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.7%
|
SHW Sherwin-Williams | $320.18 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.7%
|
SBUX Starbucks | $75.40 +2.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.8%
|
TMUS T-Mobile US | $164.28 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.7%
|
CVS CVS Health | $55.39 +0.9% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -33.9%
|
TMUS T-Mobile US | $164.28 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.9%
|
UNH UnitedHealth Group | $506.95 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.4%
|
UNH UnitedHealth Group | $506.95 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.4%
|
TT Trane Technologies | $331.97 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +71.2%
|
TMO Thermo Fisher Scientific | $577.71 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.8%
|
SBUX Starbucks | $75.40 +2.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -36.1%
|
PFE Pfizer | $28.16 +1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -38.8%
|
NXPI NXP Semiconductors | $261.19 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +20.3%
|
NTAP NetApp | $107.80 -1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +31.1%
|
MS Morgan Stanley | $97.94 +2.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -2.8%
|
MA Mastercard | $455.55 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.9%
|
JPM JPMorgan Chase & Co. | $196.93 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.2%
|
HD Home Depot | $346.56 +2.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +5.4%
|
EW Edwards Lifesciences | $87.66 +3.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.3%
|
CVS CVS Health | $55.39 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -32.2%
|
CTAS Cintas | $695.27 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +77.2%
|
BX Blackstone | $123.04 +2.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +7.7%
|
AMAT Applied Materials | $206.94 -0.2% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +45.7%
|
AON AON | $285.60 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +8.2%
|
REIT ALPS Active REIT ETF | $24.91 +1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $39.56 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.6%
|
ADBE Adobe | $482.74 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.3%
|
ACN Accenture | $305.25 -2.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -4.5%
|
ABBV AbbVie | $160.44 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +40.7%
|
VZ Verizon Communications | $39.73 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -27.9%
|
ZTS Zoetis | $167.83 +1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -16.0%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $17.25 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -63.6%
|
V Visa | $277.53 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +15.6%
|
QCOM QUALCOMM | $181.03 +0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +21.6%
|
GIS General Mills | $70.05 +0.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +18.0%
|
CSCO Cisco Systems | $47.76 -0.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -13.9%
|
HCA HCA Healthcare | $320.01 +3.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +27.5%
|
WM Waste Management | $210.00
| Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +97.1%
|
QCOM QUALCOMM | $181.03 +0.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +102.2%
|
CSCO Cisco Systems | $47.76 -0.5% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +2.8%
|
GIS General Mills | $70.05 +0.7% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +13.4%
|
HCA HCA Healthcare | $320.01 +3.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +218.3%
|
NEE NextEra Energy | $74.05 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +63.1%
|
ZTS Zoetis | $167.83 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +81.1%
|
XEL Xcel Energy | $55.12 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +10.2%
|
DIS Walt Disney | $105.84 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.4%
|
WMT Walmart | $60.43 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.6%
|
WPC W. P. Carey | $57.83 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +31.9%
|
V Visa | $277.53 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +104.5%
|
VZ Verizon Communications | $39.73 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -21.0%
|
UNH UnitedHealth Group | $506.95 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +160.2%
|
TT Trane Technologies | $331.97 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +365.9%
|
TMO Thermo Fisher Scientific | $577.71 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +126.3%
|
TMUS T-Mobile US | $164.28 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +117.0%
|
PHM PulteGroup | $117.25 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +560.9%
|
PLD Prologis | $108.21 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.8%
|
PG Procter & Gamble | $165.84 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.7%
|
PEP PepsiCo | $177.60 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.9%
|
PAYX Paychex | $120.78 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +139.7%
|
T AT&T | $17.15 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -35.9%
|
ARCC Ares Capital | $20.87 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +158.3%
|
AAPL Apple | $184.31 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +228.6%
|
AWK American Water Works | $134.34 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +38.4%
|
AEP American Electric Power | $90.50 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.3%
|
GOOGL Alphabet | $169.42 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +221.4%
|
ADBE Adobe | $482.74 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.1%
|
NNN NNN REIT | $42.14 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.1%
|
MAA Mid-America Apartment Communities | $135.26 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +59.7%
|
MSFT Microsoft | $412.32 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +203.2%
|
ES Eversource Energy | $61.46 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -1.2%
|
CMS CMS Energy | $63.02 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.9%
|
KO Coca-Cola | $62.91 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.5%
|
CL Colgate-Palmolive | $94.09 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.6%
|
CMCSA Comcast | $38.60 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +13.0%
|
COST Costco Wholesale | $779.17 +2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +172.9%
|
DHR Danaher | $250.74 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +106.6%
|
D Dominion Energy | $52.98 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -10.8%
|
DUK Duke Energy | $102.75 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +60.2%
|
EW Edwards Lifesciences | $87.66 +3.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.3%
|
ESS Essex Property Trust | $258.87 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +42.1%
|
MRK Merck & Co., Inc. | $130.38 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $267.66 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +95.2%
|
MA Mastercard | $455.55 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +124.1%
|
LAMR Lamar Advertising | $119.28 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +268.9%
|
KMB Kimberly-Clark | $136.35 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +21.4%
|
CB Chubb | $252.87 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +168.4%
|
BRK.B Berkshire Hathaway | $407.55 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +151.4%
|
BAC Bank of America | $38.24 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +111.5%
|
AGR Avangrid | $36.84 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +1.9%
|
CME CME Group | $213.10 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +52.7%
|
CTAS Cintas | $695.27 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +342.7%
|
CINF Cincinnati Financial | $118.08 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.8%
|
JPM JPMorgan Chase & Co. | $196.93 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +149.2%
|
JNJ Johnson & Johnson | $149.51 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +34.5%
|
INTC Intel | $30.13 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -39.2%
|
HD Home Depot | $346.56 +2.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +113.4%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $475.54 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +221.1%
|
MGA Magna International | $46.66 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +47.0%
|
UNP Union Pacific | $246.28 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +91.5%
|
APH Amphenol | $127.13 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +256.5%
|
PNC The PNC Financial Services Group | $157.03 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +63.6%
|
SYY Sysco | $74.92 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +98.5%
|
EPR EPR Properties | $41.49 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +73.4%
|
PRU Prudential Financial | $117.78 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +122.6%
|
TMUS T-Mobile US | $164.28 +0.9% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +64.5%
|
AON AON | $285.60 +0.6% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +21.4%
|
PLD Prologis | $108.21 +2.2% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +15.8%
|
SIX Six Flags Entertainment | $27.03 +7.9% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -36.2%
|
BLK BlackRock | $789.62 +1.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +81.9%
|
CMA Comerica | $53.32 -1.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -18.7%
|
GOOGL Alphabet | $169.42 +0.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +177.7%
|
ADBE Adobe | $482.74 -1.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +73.2%
|
MA Mastercard | $455.55 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +68.7%
|
V Visa | $277.53 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +58.6%
|
UNH UnitedHealth Group | $506.95 +0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +117.3%
|
PHM PulteGroup | $117.25 +1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +238.1%
|
ZTS Zoetis | $167.83 +1.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +38.1%
|
WPC W. P. Carey | $57.83 +1.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -34.0%
|
STI SunTrust Banks | $2.42 +4.3% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.1%
|
BABA Alibaba Group | $79.48 +1.3% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $185.23 +0.7% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $233.26 +0.0% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $53.32 -1.0% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $252.87 +0.5% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $79.48 +1.3% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $97.09 +0.8% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $171.89 -1.6% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $774.67 0.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $70.05 +0.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $44.62 +1.1% | 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 | $485.58 +1.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $28.82 +1.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $41.60 -0.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $270.26 +0.9% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $75.40 +2.6% | 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 | $33.96 +1.0% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $117.78 +0.9% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $17.83 -0.1% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -69.1%
|
CMS CMS Energy | $63.02 +0.4% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $74.05 +1.6% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $59.44 +1.4% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $118.08 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $695.27 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $213.10 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $62.91 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $94.09 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $38.60 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.29
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $779.17 +2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $250.74 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $52.98 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $59.44 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $102.75 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $233.26 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $87.66 +3.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $774.67 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $41.49 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $240.33 +2.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $258.87 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $61.46 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $475.54 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $70.05 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $167.83 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $55.12 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HCN Horizons China High Dividend Yield Index ETF | | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DIS Walt Disney | $105.84 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $60.43 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $196.93 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $149.51 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $30.13 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $90.80 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $346.56 +2.3% | 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 | $44.62 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $130.38 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $412.32 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $135.26 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $42.14 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $270.26 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $120.78 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $57.83 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $17.83 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $277.53 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.73 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $485.58 +1.0% | 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 | $33.96 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $506.95 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $41.60 -0.2% | 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 | $577.71 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $74.92 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.42 +4.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $75.40 +2.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $27.03 +7.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $117.25 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $165.84 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $28.82 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $157.03 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $177.60 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $46.66 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $455.55 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $267.66 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $169.42 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $90.50 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $134.34 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $127.13 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $184.31 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $20.87 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.15 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.84 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $8.32 -28.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $38.24 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $407.55 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $789.62 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $136.35 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $61.22 +0.6% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |