WBD Warner Bros. Discovery | $9.52 +0.5% | Sale $1,001 - $15,000 | 9/13/2024 | 8/12/2024 | +41.9%
|
YUM Yum! Brands | $125.31 -0.7% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -8.5%
|
MCK McKesson | $592.69 -0.4% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +9.1%
|
CMCSA Comcast | $36.58 +0.7% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -6.3%
|
COKE Coca-Cola Consolidated | $1,386.37 +3.7% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +46.7%
|
CMCSA Comcast | $36.58 +0.7% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -6.3%
|
YUM Yum! Brands | $125.31 -0.7% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -8.5%
|
T AT&T | $22.30 +1.2% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +30.3%
|
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.79
| Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +2.2%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.10
| Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +1.8%
|
UNP Union Pacific | $233.99 -0.4% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +10.3%
|
EOG EOG Resources | $136.70 -1.0% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +6.7%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $56.21 +0.3% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +13.1%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $56.21 +0.3% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +13.1%
|
PFE Pfizer | $26.30 -0.7% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -36.1%
|
PARA Paramount Global | $10.27 +1.1% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -54.5%
|
CMI Cummins | $365.98 -0.1% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +41.8%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.08 0.0% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.9%
|
SCHP Schwab U.S. TIPS ETF | $25.95 +0.1% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -3.6%
|
DGX Quest Diagnostics | $151.31 -0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | +0.6%
|
EFA iShares MSCI EAFE ETF | $76.78 +0.4% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +18.5%
|
TXN Texas Instruments | $192.42 +2.7% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +7.2%
|
TGT Target | $133.62 +0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -22.9%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.10
| Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.0%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.09 0.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.2%
|
FDEV Fidelity International Multifactor ETF | $27.62 +1.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +25.4%
|
VUG Vanguard Growth ETF | $415.91 +1.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +95.7%
|
VYM Vanguard High Dividend Yield ETF | $131.69 +0.7% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +25.2%
|
IJR iShares Core S&P Small-Cap ETF | $117.99 +0.5% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +20.0%
|
SCHP Schwab U.S. TIPS ETF | $25.95 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -0.5%
|
EMR Emerson Electric | $124.65 +1.1% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +38.5%
|
UPS United Parcel Service | $129.77 -0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -33.8%
|
TGT Target | $133.62 +0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -20.0%
|
CLX Clorox | $160.31 -0.1% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -7.2%
|
APD Air Products and Chemicals | $317.11 +1.6% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | +6.3%
|
LHX L3Harris Technologies | $218.22 -0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -2.3%
|
GILD Gilead Sciences | $91.84 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +36.4%
|
BMY Bristol-Myers Squibb | $56.35 0.0% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -5.1%
|
GD General Dynamics | $266.86 -0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +36.5%
|
DGX Quest Diagnostics | $151.31 -0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +8.1%
|
MRK Merck & Co., Inc. | $98.00 -2.7% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $192.42 +2.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +3.0%
|
HRL Hormel Foods | $29.93 +0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -36.2%
|
BLK BlackRock | $1,004.23 +0.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +16.7%
|
D Dominion Energy | $55.34 +0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -26.9%
|
WM Waste Management | $211.79 +0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +83.3%
|
ABT Abbott Laboratories | $113.45 -0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -2.2%
|
D Dominion Energy | $55.34 +0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -18.6%
|
IRM Iron Mountain | $109.19 -1.0% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +212.7%
|
JNJ Johnson & Johnson | $147.03 -0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -3.9%
|
PG Procter & Gamble | $161.35 +0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +32.1%
|
VTRS Viatris | $11.30 -0.4% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -16.9%
|
CLX Clorox | $160.31 -0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -10.0%
|
CSCO Cisco Systems | $60.23 +0.7% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +35.2%
|
AMGN Amgen | $272.11 +1.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +22.6%
|
UNP Union Pacific | $233.99 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +34.7%
|
HRL Hormel Foods | $29.93 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -41.5%
|
CVX Chevron | $161.54 +1.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +86.8%
|
CVS CVS Health | $52.72 +1.5% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -16.7%
|
ABT Abbott Laboratories | $113.45 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +13.6%
|
AFL Aflac | $106.43 +0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +193.3%
|
MO Altria Group | $51.92 +1.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +22.1%
|
BUD Anheuser-Busch InBev SA/NV | $47.99 +1.8% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -13.8%
|
BECN Beacon Roofing Supply | $115.92 +1.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +296.6%
|
BTI British American Tobacco | $36.32 +1.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +2.9%
|
CSCO Cisco Systems | $60.23 +0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +30.1%
|
CLX Clorox | $160.31 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -29.9%
|
GLW Corning | $49.83 +1.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +64.8%
|
D Dominion Energy | $55.34 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -32.6%
|
DOV Dover | $195.00 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +86.1%
|
EMR Emerson Electric | $124.65 +1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +100.2%
|
ENR Energizer | $35.29 +0.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -28.2%
|
HAL Halliburton | $29.96 +2.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +104.5%
|
JNJ Johnson & Johnson | $147.03 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +0.1%
|
MCD McDonald's | $280.90 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +43.1%
|
MDLZ Mondelez International | $57.86 -0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +3.9%
|
PG Procter & Gamble | $161.35 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +26.2%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $29.27 +1.0% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -17.0%
|
USB U.S. Bancorp | $48.40 +0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +33.3%
|
WM Waste Management | $211.79 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +97.0%
|
YUMC Yum China | $44.64 +3.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -15.1%
|
AMGN Amgen | $272.11 +1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +6.6%
|
CVX Chevron | $161.54 +1.4% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +128.5%
|
QCOM QUALCOMM | $164.56 +1.9% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +155.2%
|
PFE Pfizer | $26.30 -0.7% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -24.0%
|
EXC Exelon | $39.42 +0.2% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -13.3%
|
ABBV AbbVie | $171.49 -1.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +132.4%
|
PSX Phillips 66 | $120.64 +0.8% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +22.5%
|
CVS CVS Health | $52.72 +1.5% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +0.1%
|
BTI British American Tobacco | $36.32 +1.2% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | +2.4%
|
KHC Kraft Heinz | $29.27 +1.0% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -38.7%
|
BTI British American Tobacco | $36.32 +1.2% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | +2.4%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |