WBD Warner Bros. Discovery | $10.69 +1.9% | Sale $1,001 - $15,000 | 9/13/2024 | 8/12/2024 | +59.3%
|
YUM Yum! Brands | $132.36 +1.5% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -3.4%
|
MCK McKesson | $579.74 +0.1% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +6.7%
|
CMCSA Comcast | $38.22 +2.2% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -2.1%
|
COKE Coca-Cola Consolidated | $1,202.59 -1.6% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +27.3%
|
CMCSA Comcast | $38.22 +2.2% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -2.1%
|
YUM Yum! Brands | $132.36 +1.5% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -3.4%
|
T AT&T | $22.75 +0.8% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +33.0%
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IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.60 +0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +1.9%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.48 +0.3% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +2.2%
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UNP Union Pacific | $226.32 +1.4% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +6.7%
|
EOG EOG Resources | $119.04 +0.7% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | -7.1%
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EMXC iShares MSCI Emerging Markets ex China ETF | $55.98 +0.3% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +12.7%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $55.98 +0.3% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +12.7%
|
PFE Pfizer | $26.36 +2.3% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -35.9%
|
PARA Paramount Global | $10.66 +0.8% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -52.8%
|
CMI Cummins | $351.38 +0.5% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +36.2%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.78 +0.0% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.5%
|
SCHP Schwab U.S. TIPS ETF | $25.79 +0.3% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -4.2%
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DGX Quest Diagnostics | $153.10 +1.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | +1.8%
|
EFA iShares MSCI EAFE ETF | $75.10 -0.3% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +15.9%
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TXN Texas Instruments | $186.87 +1.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +4.1%
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TGT Target | $131.48 +0.8% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -24.1%
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CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.48 +0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.4%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.08 +0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.2%
|
FDEV Fidelity International Multifactor ETF | $27.44 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +24.6%
|
VUG Vanguard Growth ETF | $417.78 +1.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +96.6%
|
VYM Vanguard High Dividend Yield ETF | $127.12 +0.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +20.8%
|
IJR iShares Core S&P Small-Cap ETF | $115.83 +0.6% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +17.8%
|
SCHP Schwab U.S. TIPS ETF | $25.79 +0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -1.1%
|
EMR Emerson Electric | $124.09 +1.4% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +37.8%
|
UPS United Parcel Service | $125.68 +2.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -35.9%
|
TGT Target | $131.48 +0.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -21.3%
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CLX Clorox | $164.44 +0.2% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -4.8%
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APD Air Products and Chemicals | $294.99 +0.6% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -1.1%
|
LHX L3Harris Technologies | $213.55 +1.4% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -4.4%
|
GILD Gilead Sciences | $92.57 +1.6% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +37.5%
|
BMY Bristol-Myers Squibb | $57.33 +1.8% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -3.5%
|
GD General Dynamics | $263.64 +1.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +34.8%
|
DGX Quest Diagnostics | $153.10 +1.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +9.4%
|
MRK Merck & Co., Inc. | $98.05 -1.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $186.87 +1.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | 0.0%
|
HRL Hormel Foods | $31.68 +0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -32.5%
|
BLK BlackRock | $1,028.69 +1.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +19.5%
|
D Dominion Energy | $53.66 +1.3% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -29.2%
|
WM Waste Management | $205.83 +0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +78.2%
|
ABT Abbott Laboratories | $114.23 +1.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -1.5%
|
D Dominion Energy | $53.66 +1.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -21.1%
|
IRM Iron Mountain | $105.10 +3.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +201.0%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -5.6%
|
PG Procter & Gamble | $168.06 -0.7% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +37.6%
|
VTRS Viatris | $12.52 +3.2% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -7.9%
|
CLX Clorox | $164.44 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -7.7%
|
CSCO Cisco Systems | $58.52 +1.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +31.3%
|
AMGN Amgen | $263.38 +0.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +18.7%
|
UNP Union Pacific | $226.32 +1.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +30.3%
|
HRL Hormel Foods | $31.68 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -38.0%
|
CVX Chevron | $142.85 +1.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +65.2%
|
CVS CVS Health | $44.36 +1.3% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -29.9%
|
ABT Abbott Laboratories | $114.23 +1.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +14.4%
|
AFL Aflac | $102.69 +1.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +183.0%
|
MO Altria Group | $53.84 +1.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +26.6%
|
BUD Anheuser-Busch InBev SA/NV | $50.21 +0.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -9.8%
|
BECN Beacon Roofing Supply | $101.56 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +247.5%
|
BTI British American Tobacco | $36.24 -1.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +2.7%
|
CSCO Cisco Systems | $58.52 +1.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +26.4%
|
CLX Clorox | $164.44 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -28.1%
|
GLW Corning | $47.31 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +56.4%
|
D Dominion Energy | $53.66 +1.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -34.6%
|
DOV Dover | $189.27 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +80.7%
|
EMR Emerson Electric | $124.09 +1.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +99.3%
|
ENR Energizer | $35.34 -0.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -28.1%
|
HAL Halliburton | $25.97 +0.8% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +77.3%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -1.6%
|
MCD McDonald's | $292.68 +0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +49.1%
|
MDLZ Mondelez International | $59.39 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +6.6%
|
PG Procter & Gamble | $168.06 -0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +31.4%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $30.52 +1.4% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -13.4%
|
USB U.S. Bancorp | $47.92 +1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +31.9%
|
WM Waste Management | $205.83 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +91.4%
|
YUMC Yum China | $48.58 -0.8% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -7.6%
|
AMGN Amgen | $263.38 +0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +3.2%
|
CVX Chevron | $142.85 +1.2% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +102.1%
|
QCOM QUALCOMM | $152.89 +1.7% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +137.1%
|
PFE Pfizer | $26.36 +2.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -23.8%
|
EXC Exelon | $37.02 -0.5% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -18.6%
|
ABBV AbbVie | $175.58 +2.4% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +137.9%
|
PSX Phillips 66 | $110.37 +0.0% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +12.0%
|
CVS CVS Health | $44.36 +1.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | -15.8%
|
BTI British American Tobacco | $36.24 -1.7% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | +2.1%
|
KHC Kraft Heinz | $30.52 +1.4% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -36.1%
|
BTI British American Tobacco | $36.24 -1.7% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | +2.1%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |