IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.04 +0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +0.8%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.54 +0.0% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +1.2%
|
UNP Union Pacific | $246.32 +0.2% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +16.1%
|
EOG EOG Resources | $130.67 +0.6% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +2.0%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $57.44 -0.3% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +15.6%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $57.44 -0.3% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +15.6%
|
PFE Pfizer | $28.09 +0.9% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -31.7%
|
PARA Paramount Global | $13.01 +1.5% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -42.4%
|
CMI Cummins | $293.39 +1.5% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +13.7%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.36 +0.1% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | |
SCHP Schwab U.S. TIPS ETF | $51.69 +0.4% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -4.0%
|
DGX Quest Diagnostics | $138.00 +1.4% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -8.2%
|
EFA iShares MSCI EAFE ETF | $80.11 +0.7% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +23.7%
|
TXN Texas Instruments | $185.25 +0.7% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +3.2%
|
TGT Target | $163.84 +2.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -5.5%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.54 +0.0% | 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 | $343.77 +0.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +61.7%
|
VYM Vanguard High Dividend Yield ETF | $119.30 +0.6% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +13.4%
|
IJR iShares Core S&P Small-Cap ETF | $109.05 +0.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +10.9%
|
SCHP Schwab U.S. TIPS ETF | $51.69 +0.4% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -0.9%
|
EMR Emerson Electric | $115.46 +2.5% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +28.2%
|
UPS United Parcel Service | $147.52 -0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -24.8%
|
TGT Target | $163.84 +2.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -1.9%
|
CLX Clorox | $141.51 +0.8% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -18.0%
|
APD Air Products and Chemicals | $249.91 +1.5% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -16.2%
|
LHX L3Harris Technologies | $218.72 +1.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -2.1%
|
GILD Gilead Sciences | $64.77 -0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -3.8%
|
BMY Bristol-Myers Squibb | $44.31 +1.5% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -25.4%
|
GD General Dynamics | $294.64 +0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +50.7%
|
DGX Quest Diagnostics | $138.00 +1.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -1.4%
|
MRK Merck & Co., Inc. | $130.36 +0.6% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $185.25 +0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -0.9%
|
HRL Hormel Foods | $35.31 +0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -24.7%
|
BLK BlackRock | $788.75 +1.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -8.4%
|
D Dominion Energy | $53.04 +1.7% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -30.0%
|
WM Waste Management | $210.03 +0.0% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +81.8%
|
ABT Abbott Laboratories | $104.70 -0.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -9.7%
|
D Dominion Energy | $53.04 +1.7% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -22.0%
|
IRM Iron Mountain | $79.04 +1.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +126.3%
|
JNJ Johnson & Johnson | $149.55 +0.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -2.3%
|
PG Procter & Gamble | $165.79 +0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +35.7%
|
VTRS Viatris | $11.25 -4.7% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -17.2%
|
CLX Clorox | $141.51 +0.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -20.6%
|
CSCO Cisco Systems | $47.78 -0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +7.2%
|
AMGN Amgen | $313.98 +2.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +41.5%
|
UNP Union Pacific | $246.32 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +41.8%
|
HRL Hormel Foods | $35.31 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -30.9%
|
CVX Chevron | $164.61 +1.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +90.3%
|
CVS CVS Health | $55.33 +0.8% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -12.5%
|
ABT Abbott Laboratories | $104.70 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.8%
|
AFL Aflac | $85.13 +0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +134.6%
|
MO Altria Group | $44.69 +0.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +5.1%
|
BUD Anheuser-Busch InBev SA/NV | $63.40 +0.7% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +13.9%
|
BECN Beacon Roofing Supply | $93.44 +1.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +219.7%
|
BTI British American Tobacco | $30.31 +0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -14.1%
|
CSCO Cisco Systems | $47.78 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +3.2%
|
CLX Clorox | $141.51 +0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -38.1%
|
GLW Corning | $34.01 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +12.5%
|
D Dominion Energy | $53.04 +1.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -35.4%
|
DOV Dover | $184.58 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +76.2%
|
EMR Emerson Electric | $115.46 +2.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +85.4%
|
ENR Energizer | $29.75 +1.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -39.5%
|
HAL Halliburton | $37.46 +1.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +155.7%
|
JNJ Johnson & Johnson | $149.55 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +1.9%
|
MCD McDonald's | $267.65 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +36.4%
|
MDLZ Mondelez International | $70.05 -0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +25.7%
|
PG Procter & Gamble | $165.79 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +29.6%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $35.79 -0.3% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +1.5%
|
USB U.S. Bancorp | $41.60 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +14.5%
|
WM Waste Management | $210.03 +0.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +95.3%
|
YUMC Yum China | $37.86 +1.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -28.0%
|
AMGN Amgen | $313.98 +2.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +23.0%
|
CVX Chevron | $164.61 +1.3% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +132.9%
|
QCOM QUALCOMM | $180.86 +0.2% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +180.5%
|
PFE Pfizer | $28.09 +0.9% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -18.8%
|
EXC Exelon | $38.29 +1.2% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -15.8%
|
ABBV AbbVie | $160.39 0.0% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +117.3%
|
PSX Phillips 66 | $147.25 +0.2% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +49.5%
|
CVS CVS Health | $55.33 +0.8% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +5.0%
|
BTI British American Tobacco | $30.31 +0.5% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -14.6%
|
KHC Kraft Heinz | $35.79 -0.3% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -25.1%
|
BTI British American Tobacco | $30.31 +0.5% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -14.6%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |