WBD Warner Bros. Discovery | $9.95 +4.7% | Sale $1,001 - $15,000 | 9/13/2024 | 8/12/2024 | +48.3%
|
YUM Yum! Brands | $132.88 +0.6% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -3.0%
|
MCK McKesson | $621.29 +0.9% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +14.4%
|
CMCSA Comcast | $42.99 +1.6% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +10.1%
|
COKE Coca-Cola Consolidated | $1,237.96 +1.2% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +31.0%
|
CMCSA Comcast | $42.99 +1.6% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +10.1%
|
YUM Yum! Brands | $132.88 +0.6% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -3.0%
|
T AT&T | $22.83 +0.4% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +33.4%
|
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.84 -0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +2.3%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $96.23 -0.2% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +3.0%
|
UNP Union Pacific | $233.56 +0.1% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +10.1%
|
EOG EOG Resources | $136.23 +0.8% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +6.3%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $57.78 -0.4% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +16.3%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $57.78 -0.4% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +16.3%
|
PFE Pfizer | $24.95 -0.6% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -39.4%
|
PARA Paramount Global | $10.58 +2.4% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -53.2%
|
CMI Cummins | $360.95 -0.3% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +39.9%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.04 0.0% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.8%
|
SCHP Schwab U.S. TIPS ETF | $26.19 -0.1% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -2.7%
|
DGX Quest Diagnostics | $161.38 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | +7.3%
|
EFA iShares MSCI EAFE ETF | $77.24 -0.3% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +19.2%
|
TXN Texas Instruments | $198.19 -1.4% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +10.4%
|
TGT Target | $121.73 -21.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -29.8%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $96.23 -0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +6.3%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.18
| Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.7%
|
FDEV Fidelity International Multifactor ETF | $27.91 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +26.7%
|
VUG Vanguard Growth ETF | $403.37 -0.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +89.8%
|
VYM Vanguard High Dividend Yield ETF | $130.86 +0.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +24.4%
|
IJR iShares Core S&P Small-Cap ETF | $121.02 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +23.1%
|
SCHP Schwab U.S. TIPS ETF | $26.19 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +0.4%
|
EMR Emerson Electric | $129.10 -0.4% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +43.4%
|
UPS United Parcel Service | $132.07 -0.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -32.6%
|
TGT Target | $121.73 -21.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -27.1%
|
CLX Clorox | $168.05 -0.1% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -2.7%
|
APD Air Products and Chemicals | $327.85 0.0% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | +9.9%
|
LHX L3Harris Technologies | $244.36 +0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +9.4%
|
GILD Gilead Sciences | $88.63 +1.0% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +31.7%
|
BMY Bristol-Myers Squibb | $57.88 -0.6% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -2.5%
|
GD General Dynamics | $279.98 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +43.2%
|
DGX Quest Diagnostics | $161.38 +0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +15.3%
|
MRK Merck & Co., Inc. | $97.43 +0.9% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $198.19 -1.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +6.1%
|
HRL Hormel Foods | $30.22 +1.6% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -35.6%
|
BLK BlackRock | $1,024.67 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +19.0%
|
D Dominion Energy | $57.80 +0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -23.7%
|
WM Waste Management | $218.78 -0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +89.4%
|
ABT Abbott Laboratories | $115.93 -1.0% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -0.1%
|
D Dominion Energy | $57.80 +0.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -15.0%
|
IRM Iron Mountain | $116.30 -0.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +233.0%
|
JNJ Johnson & Johnson | $153.10 +0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | 0.0%
|
PG Procter & Gamble | $170.92 +0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +39.9%
|
VTRS Viatris | $13.13 +0.6% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -3.4%
|
CLX Clorox | $168.05 -0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -5.7%
|
CSCO Cisco Systems | $57.50 +0.9% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +29.0%
|
AMGN Amgen | $287.87 +2.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +29.7%
|
UNP Union Pacific | $233.56 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +34.5%
|
HRL Hormel Foods | $30.22 +1.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -40.9%
|
CVX Chevron | $161.30 +1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +86.5%
|
CVS CVS Health | $56.83 +1.9% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -10.2%
|
ABT Abbott Laboratories | $115.93 -1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +16.1%
|
AFL Aflac | $110.24 -0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +203.8%
|
MO Altria Group | $55.98 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +31.6%
|
BUD Anheuser-Busch InBev SA/NV | $55.19 -1.6% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -0.8%
|
BECN Beacon Roofing Supply | $108.94 -0.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +272.7%
|
BTI British American Tobacco | $37.08 +0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +5.0%
|
CSCO Cisco Systems | $57.50 +0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +24.2%
|
CLX Clorox | $168.05 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -26.5%
|
GLW Corning | $47.35 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +56.6%
|
D Dominion Energy | $57.80 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -29.6%
|
DOV Dover | $198.13 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +89.1%
|
EMR Emerson Electric | $129.10 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +107.3%
|
ENR Energizer | $37.67 +1.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -23.3%
|
HAL Halliburton | $31.18 +2.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +112.8%
|
JNJ Johnson & Johnson | $153.10 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.3%
|
MCD McDonald's | $290.89 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +48.2%
|
MDLZ Mondelez International | $64.42 +0.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +15.6%
|
PG Procter & Gamble | $170.92 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +33.7%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $30.88 +1.0% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -12.4%
|
USB U.S. Bancorp | $50.74 +0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +39.7%
|
WM Waste Management | $218.78 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +103.5%
|
YUMC Yum China | $47.35 -0.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -10.0%
|
AMGN Amgen | $287.87 +2.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +12.8%
|
CVX Chevron | $161.30 +1.1% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +128.2%
|
QCOM QUALCOMM | $154.27 -6.3% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +139.3%
|
PFE Pfizer | $24.95 -0.6% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -27.9%
|
EXC Exelon | $38.73 -0.9% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -14.9%
|
ABBV AbbVie | $167.74 +0.7% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +127.3%
|
PSX Phillips 66 | $131.41 +0.4% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +33.4%
|
CVS CVS Health | $56.83 +1.9% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +7.9%
|
BTI British American Tobacco | $37.08 +0.4% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | +4.5%
|
KHC Kraft Heinz | $30.88 +1.0% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -35.3%
|
BTI British American Tobacco | $37.08 +0.4% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | +4.5%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |