VZ Verizon Communications | $39.93 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.1%
|
ABBV AbbVie | $175.58 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +27.6%
|
AMZN Amazon.com | $224.92 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +87.3%
|
JEF Jefferies Financial Group | $76.22 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +149.8%
|
UNP Union Pacific | $226.32 +1.4% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +17.2%
|
KLAC KLA | $629.37 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +36.5%
|
CSCO Cisco Systems | $58.52 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.4%
|
OCLCF Oracle Co. Japan | $91.24 -6.9% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +49.6%
|
AMAT Applied Materials | $163.59 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +20.2%
|
WFC Wells Fargo & Company | $70.34 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +70.6%
|
USB U.S. Bancorp | $47.92 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +56.2%
|
REIT ALPS Active REIT ETF | $27.12 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +15.8%
|
CVS CVS Health | $44.36 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -34.4%
|
AEP American Electric Power | $92.75 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.8%
|
WBA Walgreens Boots Alliance | $9.55 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -68.2%
|
BAC Bank of America | $44.17 +1.8% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +56.0%
|
DE Deere & Company | $432.49 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +21.1%
|
CAT Caterpillar | $366.04 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +72.8%
|
NTAP NetApp | $118.45 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +69.6%
|
C Citigroup | $69.19 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +55.1%
|
PFE Pfizer | $26.36 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -29.9%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $123.44 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +47.1%
|
BMO Bank of Montreal | $96.54 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.5%
|
ARCC Ares Capital | $21.38 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.5%
|
SPGI S&P Global | $491.81 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.3%
|
ROP Roper Technologies | $525.40 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.9%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.1%
|
BDX Becton, Dickinson and Company | $227.68 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.8%
|
BCE BCE | $23.16 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -48.6%
|
BAC Bank of America | $44.17 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.8%
|
AGR Avangrid | $36.02 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.4%
|
T AT&T | $22.75 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.2%
|
ASML ASML | $705.68 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.4%
|
AON AON | $358.47 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.2%
|
BUD Anheuser-Busch InBev SA/NV | $50.21 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.7%
|
AWK American Water Works | $125.92 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.6%
|
AEP American Electric Power | $92.75 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.4%
|
ADBE Adobe | $447.17 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
ACN Accenture | $366.37 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.6%
|
PWR Quanta Services | $328.41 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +90.0%
|
KO Coca-Cola | $62.55 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.5%
|
CME CME Group | $238.53 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.7%
|
CSCO Cisco Systems | $58.52 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.4%
|
CTAS Cintas | $186.94 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +61.1%
|
CINF Cincinnati Financial | $144.57 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.8%
|
BX Blackstone | $170.84 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +104.5%
|
NNN NNN REIT | $40.35 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.3%
|
NEE NextEra Energy | $71.67 +2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.3%
|
MAA Mid-America Apartment Communities | $153.40 +2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.1%
|
MET MetLife | $81.36 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.2%
|
MRK Merck & Co., Inc. | $98.05 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.7%
|
MCD McDonald's | $292.68 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.5%
|
MA Mastercard | $528.03 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.7%
|
LCID Lucid Group | $3.02 +14.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -60.3%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +75.1%
|
IPG Interpublic Group of Companies | $29.07 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -22.5%
|
HCA HCA Healthcare | $303.62 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.0%
|
HIG The Hartford Financial Services Group | $109.47 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.5%
|
GILD Gilead Sciences | $92.57 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.2%
|
GIS General Mills | $63.61 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.7%
|
FHN First Horizon | $19.94 +3.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +82.9%
|
FITB Fifth Third Bancorp | $42.93 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +71.4%
|
ES Eversource Energy | $56.95 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -19.6%
|
EQIX Equinix | $927.22 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +31.1%
|
ETR Entergy | $75.13 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.6%
|
EMR Emerson Electric | $124.09 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +57.0%
|
EW Edwards Lifesciences | $74.81 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.4%
|
DUK Duke Energy | $108.28 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.8%
|
D Dominion Energy | $53.66 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.4%
|
DECK Deckers Outdoor | $210.97 +2.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1587.7%
|
DHR Danaher | $228.55 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.8%
|
COST Costco Wholesale | $954.07 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +96.1%
|
CMCSA Comcast | $38.22 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.2%
|
CCI Crown Castle | $90.66 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -19.2%
|
QCOM QUALCOMM | $152.89 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +47.0%
|
PLD Prologis | $103.32 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.3%
|
PG Procter & Gamble | $168.06 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.6%
|
PEP PepsiCo | $152.79 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.9%
|
PAYX Paychex | $139.54 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.3%
|
ODFL Old Dominion Freight Line | $181.37 -3.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.9%
|
NXPI NXP Semiconductors | $210.24 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.7%
|
TMUS T-Mobile US | $220.31 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +62.3%
|
SON Sonoco Products | $49.42 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.6%
|
ZTS Zoetis | $164.84 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.2%
|
DIS Walt Disney | $112.03 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.1%
|
SHW Sherwin-Williams | $345.47 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.5%
|
TJX TJX Companies | $122.00 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +60.7%
|
VZ Verizon Communications | $39.93 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.7%
|
UNH UnitedHealth Group | $500.13 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.7%
|
V Visa | $317.71 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.2%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.7%
|
TRU TransUnion | $95.11 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.1%
|
TT Trane Technologies | $377.11 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +125.1%
|
SO Southern | $82.86 +1.3% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +18.7%
|
SBUX Starbucks | $87.97 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.6%
|
BAC Bank of America | $44.17 +1.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +26.4%
|
BDX Becton, Dickinson and Company | $227.68 +1.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -13.4%
|
GILD Gilead Sciences | $92.57 +1.6% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +41.8%
|
PWR Quanta Services | $328.41 +1.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +123.8%
|
BUD Anheuser-Busch InBev SA/NV | $50.21 +0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +0.6%
|
CRL Charles River Laboratories International | $185.77 +2.0% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -13.1%
|
AMAT Applied Materials | $163.59 +1.3% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +55.8%
|
DIS Walt Disney | $112.03 +0.6% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -4.6%
|
EXPE Expedia Group | $184.75 +3.0% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +70.4%
|
KLAC KLA | $629.37 +1.2% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +98.6%
|
KLAC KLA | $629.37 +1.2% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +98.6%
|
ALLY Ally Financial | $34.86 +0.7% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +0.1%
|
SYF Synchrony Financial | $65.45 +1.8% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +71.9%
|
KLAC KLA | $629.37 +1.2% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +71.5%
|
UNP Union Pacific | $226.32 +1.4% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -12.2%
|
UNP Union Pacific | $226.32 +1.4% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -12.2%
|
KLAC KLA | $629.37 +1.2% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +71.5%
|
C Citigroup | $69.19 +1.1% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +22.3%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +54.4%
|
AMZN Amazon.com | $224.92 +0.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +32.0%
|
HD Home Depot | $392.60 +2.0% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +16.1%
|
LCID Lucid Group | $3.02 +14.8% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -86.6%
|
WMT Walmart | $92.24 -1.2% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +100.0%
|
PFE Pfizer | $26.36 +2.3% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -36.4%
|
CAT Caterpillar | $366.04 +1.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +90.2%
|
WFC Wells Fargo & Company | $70.34 +2.2% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +46.7%
|
FHN First Horizon | $19.94 +3.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.4%
|
ES Eversource Energy | $56.95 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -30.3%
|
EXPE Expedia Group | $184.75 +3.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +12.7%
|
MRK Merck & Co., Inc. | $98.05 -1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +36.9%
|
MA Mastercard | $528.03 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +51.9%
|
HCA HCA Healthcare | $303.62 +2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +25.1%
|
HIG The Hartford Financial Services Group | $109.47 +2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +55.8%
|
GIS General Mills | $63.61 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +6.3%
|
FITB Fifth Third Bancorp | $42.93 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.2%
|
AMZN Amazon.com | $224.92 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +36.9%
|
AEP American Electric Power | $92.75 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.3%
|
AWK American Water Works | $125.92 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.5%
|
AMAT Applied Materials | $163.59 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.1%
|
ASML ASML | $705.68 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -5.3%
|
T AT&T | $22.75 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -15.8%
|
BCE BCE | $23.16 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -53.7%
|
CRL Charles River Laboratories International | $185.77 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -55.0%
|
CSCO Cisco Systems | $58.52 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +7.5%
|
DHR Danaher | $228.55 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.9%
|
EQIX Equinix | $927.22 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.4%
|
TJX TJX Companies | $122.00 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +84.9%
|
SPGI S&P Global | $491.81 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +15.7%
|
ROP Roper Technologies | $525.40 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.8%
|
QCOM QUALCOMM | $152.89 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.5%
|
PLD Prologis | $103.32 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -17.6%
|
PFE Pfizer | $26.36 +2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -38.7%
|
PEP PepsiCo | $152.79 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.6%
|
ODFL Old Dominion Freight Line | $181.37 -3.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +26.8%
|
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -8.7%
|
NWL Newell Brands | $10.02 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -54.7%
|
NNN NNN REIT | $40.35 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.6%
|
VZ Verizon Communications | $39.93 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.1%
|
SYF Synchrony Financial | $65.45 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +33.9%
|
ZTS Zoetis | $164.84 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -21.2%
|
DIS Walt Disney | $112.03 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -38.4%
|
WMT Walmart | $92.24 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +86.3%
|
V Visa | $317.71 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +41.7%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +18.0%
|
TRU TransUnion | $95.11 +2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.5%
|
TT Trane Technologies | $377.11 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +87.6%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -7.3%
|
NXPI NXP Semiconductors | $210.24 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -0.8%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.4%
|
ADBE Adobe | $447.17 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -32.7%
|
ALLY Ally Financial | $34.86 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -32.8%
|
AON AON | $358.47 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.4%
|
ARCC Ares Capital | $21.38 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.7%
|
AGR Avangrid | $36.02 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -34.9%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +58.9%
|
BX Blackstone | $170.84 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +33.1%
|
CTAS Cintas | $186.94 +2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +88.6%
|
CME CME Group | $238.53 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.7%
|
KO Coca-Cola | $62.55 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.2%
|
CMCSA Comcast | $38.22 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -38.1%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +107.0%
|
EW Edwards Lifesciences | $74.81 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -38.0%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.8%
|
PGX Invesco Preferred ETF | $11.64 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.5%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +48.1%
|
SHW Sherwin-Williams | $345.47 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +11.9%
|
SBUX Starbucks | $87.97 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -25.0%
|
TMUS T-Mobile US | $220.31 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +61.8%
|
CVS CVS Health | $44.36 +1.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -47.1%
|
TMUS T-Mobile US | $220.31 +1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +54.1%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +21.7%
|
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +21.7%
|
TT Trane Technologies | $377.11 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +94.5%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -3.2%
|
SBUX Starbucks | $87.97 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -25.4%
|
PFE Pfizer | $26.36 +2.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -42.7%
|
NXPI NXP Semiconductors | $210.24 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -3.2%
|
NTAP NetApp | $118.45 +1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +44.0%
|
MS Morgan Stanley | $123.44 +2.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.5%
|
MA Mastercard | $528.03 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +42.4%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +51.0%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +19.4%
|
EW Edwards Lifesciences | $74.81 +1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -34.6%
|
CVS CVS Health | $44.36 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -45.7%
|
CTAS Cintas | $186.94 +2.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +90.5%
|
BX Blackstone | $170.84 +1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +49.5%
|
AMAT Applied Materials | $163.59 +1.3% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +15.2%
|
AON AON | $358.47 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +35.9%
|
REIT ALPS Active REIT ETF | $27.12 +1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $34.86 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -32.7%
|
ADBE Adobe | $447.17 +2.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -28.9%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.7%
|
ABBV AbbVie | $175.58 +2.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +53.9%
|
VZ Verizon Communications | $39.93 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -27.6%
|
ZTS Zoetis | $164.84 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -17.5%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $9.55 +2.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -79.9%
|
V Visa | $317.71 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +32.4%
|
QCOM QUALCOMM | $152.89 +1.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +2.7%
|
GIS General Mills | $63.61 -0.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +7.1%
|
CSCO Cisco Systems | $58.52 +1.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +5.5%
|
HCA HCA Healthcare | $303.62 +2.1% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +21.0%
|
WM Waste Management | $205.83 +0.1% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +93.1%
|
QCOM QUALCOMM | $152.89 +1.7% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +70.8%
|
CSCO Cisco Systems | $58.52 +1.5% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +25.9%
|
GIS General Mills | $63.61 -0.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +2.9%
|
HCA HCA Healthcare | $303.62 +2.1% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +202.0%
|
NEE NextEra Energy | $71.67 +2.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.8%
|
ZTS Zoetis | $164.84 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +77.9%
|
XEL Xcel Energy | $67.40 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +34.8%
|
DIS Walt Disney | $112.03 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.6%
|
WMT Walmart | $92.24 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +142.1%
|
WPC W. P. Carey | $54.25 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.7%
|
V Visa | $317.71 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +134.1%
|
VZ Verizon Communications | $39.93 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -20.6%
|
UNH UnitedHealth Group | $500.13 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +156.7%
|
TT Trane Technologies | $377.11 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +429.2%
|
TMO Thermo Fisher Scientific | $524.05 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +105.3%
|
TMUS T-Mobile US | $220.31 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +191.0%
|
PHM PulteGroup | $110.52 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +523.0%
|
PLD Prologis | $103.32 +1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +63.0%
|
PG Procter & Gamble | $168.06 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +72.0%
|
PEP PepsiCo | $152.79 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +45.3%
|
PAYX Paychex | $139.54 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +176.9%
|
T AT&T | $22.75 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -15.0%
|
ARCC Ares Capital | $21.38 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +164.6%
|
AAPL Apple | $254.49 +1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +353.7%
|
AWK American Water Works | $125.92 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.7%
|
AEP American Electric Power | $92.75 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +32.5%
|
GOOGL Alphabet | $191.41 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +263.2%
|
ADBE Adobe | $447.17 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +45.5%
|
NNN NNN REIT | $40.35 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +49.4%
|
MAA Mid-America Apartment Communities | $153.40 +2.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +81.2%
|
MSFT Microsoft | $436.60 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +221.1%
|
ES Eversource Energy | $56.95 +1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -8.5%
|
CMS CMS Energy | $66.61 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.3%
|
KO Coca-Cola | $62.55 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +66.5%
|
CL Colgate-Palmolive | $92.03 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +52.2%
|
CMCSA Comcast | $38.22 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +11.9%
|
COST Costco Wholesale | $954.07 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +234.1%
|
DHR Danaher | $228.55 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +88.3%
|
D Dominion Energy | $53.66 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -9.6%
|
DUK Duke Energy | $108.28 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.8%
|
EW Edwards Lifesciences | $74.81 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +42.7%
|
ESS Essex Property Trust | $283.76 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.7%
|
MRK Merck & Co., Inc. | $98.05 -1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $292.68 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +113.5%
|
MA Mastercard | $528.03 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +159.7%
|
LAMR Lamar Advertising | $122.99 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +280.4%
|
KMB Kimberly-Clark | $131.32 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +16.9%
|
CB Chubb | $273.20 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +190.0%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +179.5%
|
BAC Bank of America | $44.17 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +144.3%
|
AGR Avangrid | $36.02 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.3%
|
CME CME Group | $238.53 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.9%
|
CTAS Cintas | $186.94 +2.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +376.1%
|
CINF Cincinnati Financial | $144.57 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +116.5%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +200.6%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.0%
|
INTC Intel | $19.52 +2.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -60.6%
|
HD Home Depot | $392.60 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +141.8%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $585.25 -1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +295.2%
|
MGA Magna International | $42.22 +2.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +33.0%
|
UNP Union Pacific | $226.32 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +75.9%
|
APH Amphenol | $70.58 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +295.8%
|
PNC The PNC Financial Services Group | $192.76 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +100.8%
|
SYY Sysco | $76.97 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +103.9%
|
EPR EPR Properties | $43.59 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +82.2%
|
PRU Prudential Financial | $117.83 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +122.7%
|
TMUS T-Mobile US | $220.31 +1.1% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +120.6%
|
AON AON | $358.47 +1.3% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +52.4%
|
PLD Prologis | $103.32 +1.9% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +10.6%
|
SIX Six Flags Entertainment | $32.00 -3.4% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -24.4%
|
BLK BlackRock | $1,028.69 +1.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +137.0%
|
CMA Comerica | $61.16 +1.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -6.7%
|
GOOGL Alphabet | $191.41 +1.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +213.7%
|
ADBE Adobe | $447.17 +2.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +60.4%
|
MA Mastercard | $528.03 +0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +95.6%
|
V Visa | $317.71 +0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +81.6%
|
UNH UnitedHealth Group | $500.13 +2.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +114.4%
|
PHM PulteGroup | $110.52 +1.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +218.7%
|
ZTS Zoetis | $164.84 +0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +35.6%
|
WPC W. P. Carey | $54.25 +1.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -38.1%
|
STI SunTrust Banks | $0.38 -4.0% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -99.4%
|
BABA Alibaba Group | $82.28 -2.4% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $186.87 +1.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $238.29 +1.2% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $61.16 +1.9% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $273.20 +0.0% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $82.28 -2.4% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $129.28 +1.7% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $421.06 -3.5% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $767.76 +1.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $63.61 -0.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $33.60 +0.5% | 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 | $628.28 +1.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $32.43 +1.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $47.92 +1.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $263.13 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $87.97 -0.9% | 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 | $35.08 +0.8% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $117.83 +2.0% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $19.82 +2.1% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -65.7%
|
CMS CMS Energy | $66.61 +1.3% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $71.67 +2.7% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $39.94 +2.1% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $144.57 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $186.94 +2.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $238.53 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $62.55 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $92.03 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $38.22 +2.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.66 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $228.55 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $53.66 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $39.94 +2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $108.28 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $238.29 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $74.81 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $767.76 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $43.59 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $258.43 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $283.76 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $56.95 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $585.25 -1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $63.61 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $164.84 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $67.40 +1.1% | 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 | $112.03 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $92.24 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $19.52 +2.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $92.28 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $392.60 +2.0% | 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 | $33.60 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $98.05 -1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $436.60 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $153.40 +2.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $40.35 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $263.13 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $139.54 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $54.25 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $19.82 +2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $317.71 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.93 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $628.28 +1.4% | 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 | $35.08 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $500.13 +2.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $47.92 +1.1% | 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 | $524.05 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $76.97 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $0.38 -4.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $87.97 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $32.00 -3.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $110.52 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $168.06 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $32.43 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $192.76 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $152.79 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $42.22 +2.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $528.03 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $292.68 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $191.41 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $92.75 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $125.92 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $70.58 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $254.49 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.38 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $22.75 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.02 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $7.27 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $44.17 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $453.20 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $1,028.69 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $131.32 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $70.34 +2.2% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |