VZ Verizon Communications | $38.86 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.0%
|
ABBV AbbVie | $171.49 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +24.7%
|
AMZN Amazon.com | $225.94 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +88.1%
|
JEF Jefferies Financial Group | $75.74 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +148.3%
|
UNP Union Pacific | $233.99 -0.4% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +21.2%
|
KLAC KLA | $757.47 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +64.2%
|
CSCO Cisco Systems | $60.23 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +20.8%
|
OCLCF Oracle Co. Japan | $91.24
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +49.6%
|
AMAT Applied Materials | $192.05 +3.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +41.2%
|
WFC Wells Fargo & Company | $77.22 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +87.3%
|
USB U.S. Bancorp | $48.40 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +57.8%
|
REIT ALPS Active REIT ETF | $27.31 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.7%
|
CVS CVS Health | $52.72 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -22.1%
|
AEP American Electric Power | $97.25 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +18.2%
|
WBA Walgreens Boots Alliance | $12.52 -3.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -58.3%
|
BAC Bank of America | $46.54 -0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +64.4%
|
DE Deere & Company | $456.57 +4.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +27.8%
|
CAT Caterpillar | $386.03 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +82.3%
|
NTAP NetApp | $122.09 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +74.8%
|
C Citigroup | $80.05 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +79.5%
|
PFE Pfizer | $26.30 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -30.0%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $137.78 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +64.2%
|
BMO Bank of Montreal | $98.99 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.4%
|
ARCC Ares Capital | $23.18 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.2%
|
SPGI S&P Global | $501.70 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +40.0%
|
ROP Roper Technologies | $522.32 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.2%
|
BRK.B Berkshire Hathaway | $468.57 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.9%
|
BDX Becton, Dickinson and Company | $237.57 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.7%
|
BCE BCE | $23.16 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -48.6%
|
BAC Bank of America | $46.54 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +65.2%
|
AGR Avangrid | $36.02
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.4%
|
T AT&T | $22.30 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +47.2%
|
ASML ASML | $756.33 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.8%
|
AON AON | $365.83 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.6%
|
BUD Anheuser-Busch InBev SA/NV | $47.99 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.6%
|
AWK American Water Works | $126.69 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.1%
|
AEP American Electric Power | $97.25 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.9%
|
ADBE Adobe | $429.99 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.7%
|
ACN Accenture | $352.33 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.8%
|
PWR Quanta Services | $337.10 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +95.0%
|
KO Coca-Cola | $62.76 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.9%
|
CME CME Group | $232.71 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +31.5%
|
CSCO Cisco Systems | $60.23 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.8%
|
CTAS Cintas | $198.31 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +70.9%
|
CINF Cincinnati Financial | $140.66 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.8%
|
BX Blackstone | $180.00 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +115.5%
|
NNN NNN REIT | $40.09 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.9%
|
NEE NextEra Energy | $70.83 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.5%
|
MAA Mid-America Apartment Communities | $150.44 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.1%
|
MET MetLife | $86.83 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +64.5%
|
MRK Merck & Co., Inc. | $98.00 -2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.7%
|
MCD McDonald's | $280.90 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.6%
|
MA Mastercard | $525.22 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.9%
|
LCID Lucid Group | $3.07 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -59.7%
|
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +91.2%
|
IPG Interpublic Group of Companies | $27.84 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -25.8%
|
HCA HCA Healthcare | $310.60 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.6%
|
HIG The Hartford Financial Services Group | $111.96 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +63.1%
|
GILD Gilead Sciences | $91.84 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.3%
|
GIS General Mills | $59.64 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -29.4%
|
FHN First Horizon | $21.54 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +97.6%
|
FITB Fifth Third Bancorp | $44.34 +2.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +77.0%
|
ES Eversource Energy | $57.91 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -18.3%
|
EQIX Equinix | $915.59 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.5%
|
ETR Entergy | $82.16 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +69.0%
|
EMR Emerson Electric | $124.65 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +57.7%
|
EW Edwards Lifesciences | $69.77 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.5%
|
DUK Duke Energy | $109.34 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.0%
|
D Dominion Energy | $55.34 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.7%
|
DECK Deckers Outdoor | $210.15 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1581.2%
|
DHR Danaher | $238.41 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.5%
|
COST Costco Wholesale | $943.19 +2.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +93.9%
|
CMCSA Comcast | $36.58 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.4%
|
CCI Crown Castle | $91.03 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -18.9%
|
QCOM QUALCOMM | $164.56 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +58.2%
|
PLD Prologis | $109.51 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.2%
|
PG Procter & Gamble | $161.35 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.0%
|
PEP PepsiCo | $148.25 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -19.3%
|
PAYX Paychex | $146.29 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.6%
|
ODFL Old Dominion Freight Line | $189.55 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.2%
|
NXPI NXP Semiconductors | $215.36 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.7%
|
TMUS T-Mobile US | $218.97 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +61.3%
|
SON Sonoco Products | $47.72 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -20.5%
|
ZTS Zoetis | $166.01 -2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.5%
|
DIS Walt Disney | $107.07 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.5%
|
SHW Sherwin-Williams | $353.97 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.3%
|
TJX TJX Companies | $121.89 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +60.5%
|
VZ Verizon Communications | $38.86 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.6%
|
UNH UnitedHealth Group | $510.03 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.8%
|
V Visa | $319.97 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +43.2%
|
TMO Thermo Fisher Scientific | $559.72 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.5%
|
TRU TransUnion | $95.26 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.3%
|
TT Trane Technologies | $389.48 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +132.5%
|
SO Southern | $83.92 +0.0% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +20.2%
|
SBUX Starbucks | $95.13 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.4%
|
BAC Bank of America | $46.54 -0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +33.2%
|
BDX Becton, Dickinson and Company | $237.57 +0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -9.6%
|
GILD Gilead Sciences | $91.84 +0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +40.7%
|
PWR Quanta Services | $337.10 +0.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +129.7%
|
BUD Anheuser-Busch InBev SA/NV | $47.99 +1.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -3.8%
|
CRL Charles River Laboratories International | $163.77 -1.2% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -23.4%
|
AMAT Applied Materials | $192.05 +3.0% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +82.9%
|
DIS Walt Disney | $107.07 +0.6% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -8.8%
|
EXPE Expedia Group | $187.28 -0.7% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +72.7%
|
KLAC KLA | $757.47 +1.4% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +139.1%
|
KLAC KLA | $757.47 +1.4% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +139.1%
|
ALLY Ally Financial | $36.96 -1.1% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +6.1%
|
SYF Synchrony Financial | $68.73 +1.4% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +80.5%
|
KLAC KLA | $757.47 +1.4% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +106.4%
|
UNP Union Pacific | $233.99 -0.4% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -9.2%
|
UNP Union Pacific | $233.99 -0.4% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -9.2%
|
KLAC KLA | $757.47 +1.4% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +106.4%
|
C Citigroup | $80.05 +2.0% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +41.5%
|
AMZN Amazon.com | $225.94 +2.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +55.1%
|
AMZN Amazon.com | $225.94 +2.4% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +32.6%
|
HD Home Depot | $409.42 +0.0% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +21.0%
|
LCID Lucid Group | $3.07 -0.3% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -86.4%
|
WMT Walmart | $92.02 +0.8% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +99.5%
|
PFE Pfizer | $26.30 -0.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -36.5%
|
CAT Caterpillar | $386.03 +1.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +100.5%
|
WFC Wells Fargo & Company | $77.22 +1.7% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +61.0%
|
FHN First Horizon | $21.54 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +32.2%
|
ES Eversource Energy | $57.91 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -29.2%
|
EXPE Expedia Group | $187.28 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.3%
|
MRK Merck & Co., Inc. | $98.00 -2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +36.8%
|
MA Mastercard | $525.22 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +51.1%
|
HCA HCA Healthcare | $310.60 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +28.0%
|
HIG The Hartford Financial Services Group | $111.96 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +59.4%
|
GIS General Mills | $59.64 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -0.3%
|
FITB Fifth Third Bancorp | $44.34 +2.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +4.5%
|
AMZN Amazon.com | $225.94 +2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +37.6%
|
AEP American Electric Power | $97.25 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.8%
|
AWK American Water Works | $126.69 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.1%
|
AMAT Applied Materials | $192.05 +3.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +49.2%
|
ASML ASML | $756.33 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.5%
|
T AT&T | $22.30 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -17.5%
|
BCE BCE | $23.16 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -53.7%
|
CRL Charles River Laboratories International | $163.77 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -60.3%
|
CSCO Cisco Systems | $60.23 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +10.7%
|
DHR Danaher | $238.41 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.7%
|
EQIX Equinix | $915.59 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +15.9%
|
TJX TJX Companies | $121.89 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +84.7%
|
SPGI S&P Global | $501.70 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.1%
|
ROP Roper Technologies | $522.32 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.1%
|
QCOM QUALCOMM | $164.56 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.6%
|
PLD Prologis | $109.51 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -12.7%
|
PFE Pfizer | $26.30 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -38.8%
|
PEP PepsiCo | $148.25 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -1.4%
|
ODFL Old Dominion Freight Line | $189.55 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +32.6%
|
NEE NextEra Energy | $70.83 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.8%
|
NWL Newell Brands | $10.12 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -54.3%
|
NNN NNN REIT | $40.09 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.2%
|
VZ Verizon Communications | $38.86 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -28.1%
|
SYF Synchrony Financial | $68.73 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.6%
|
ZTS Zoetis | $166.01 -2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -20.7%
|
DIS Walt Disney | $107.07 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -41.1%
|
WMT Walmart | $92.02 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +85.8%
|
V Visa | $319.97 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +42.7%
|
UNH UnitedHealth Group | $510.03 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.4%
|
TRU TransUnion | $95.26 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.3%
|
TT Trane Technologies | $389.48 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +93.7%
|
TMO Thermo Fisher Scientific | $559.72 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -1.0%
|
NXPI NXP Semiconductors | $215.36 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.6%
|
ACN Accenture | $352.33 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.3%
|
ADBE Adobe | $429.99 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.3%
|
ALLY Ally Financial | $36.96 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -28.8%
|
AON AON | $365.83 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +25.9%
|
ARCC Ares Capital | $23.18 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +14.6%
|
AGR Avangrid | $36.02
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -34.9%
|
BRK.B Berkshire Hathaway | $468.57 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +64.3%
|
BX Blackstone | $180.00 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +40.3%
|
CTAS Cintas | $198.31 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +100.1%
|
CME CME Group | $232.71 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +17.8%
|
KO Coca-Cola | $62.76 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.5%
|
CMCSA Comcast | $36.58 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -40.8%
|
COST Costco Wholesale | $943.19 +2.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +104.6%
|
EW Edwards Lifesciences | $69.77 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -42.2%
|
HD Home Depot | $409.42 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +24.9%
|
PGX Invesco Preferred ETF | $11.63 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.6%
|
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +61.7%
|
SHW Sherwin-Williams | $353.97 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +14.7%
|
SBUX Starbucks | $95.13 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -18.9%
|
TMUS T-Mobile US | $218.97 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +60.9%
|
CVS CVS Health | $52.72 +1.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -37.1%
|
TMUS T-Mobile US | $218.97 +1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +53.1%
|
UNH UnitedHealth Group | $510.03 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.1%
|
UNH UnitedHealth Group | $510.03 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.1%
|
TT Trane Technologies | $389.48 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +100.9%
|
TMO Thermo Fisher Scientific | $559.72 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +3.4%
|
SBUX Starbucks | $95.13 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -19.3%
|
PFE Pfizer | $26.30 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -42.8%
|
NXPI NXP Semiconductors | $215.36 +2.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -0.8%
|
NTAP NetApp | $122.09 +1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +48.4%
|
MS Morgan Stanley | $137.78 +1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +36.8%
|
MA Mastercard | $525.22 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +41.7%
|
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +64.9%
|
HD Home Depot | $409.42 +0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.5%
|
EW Edwards Lifesciences | $69.77 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -39.0%
|
CVS CVS Health | $52.72 +1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -35.4%
|
CTAS Cintas | $198.31 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +102.1%
|
BX Blackstone | $180.00 +1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +57.6%
|
AMAT Applied Materials | $192.05 +3.0% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +35.2%
|
AON AON | $365.83 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +38.7%
|
REIT ALPS Active REIT ETF | $27.31 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $36.96 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -28.6%
|
ADBE Adobe | $429.99 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -31.7%
|
ACN Accenture | $352.33 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.3%
|
ABBV AbbVie | $171.49 -1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +50.4%
|
VZ Verizon Communications | $38.86 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -29.5%
|
ZTS Zoetis | $166.01 -2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -16.9%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $12.52 -3.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -73.6%
|
V Visa | $319.97 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +33.3%
|
QCOM QUALCOMM | $164.56 +1.9% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +10.5%
|
GIS General Mills | $59.64 +0.8% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +0.5%
|
CSCO Cisco Systems | $60.23 +0.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +8.6%
|
HCA HCA Healthcare | $310.60 +0.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +23.7%
|
WM Waste Management | $211.79 +0.4% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +98.7%
|
QCOM QUALCOMM | $164.56 +1.9% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +83.8%
|
CSCO Cisco Systems | $60.23 +0.7% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +29.6%
|
GIS General Mills | $59.64 +0.8% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | -3.5%
|
HCA HCA Healthcare | $310.60 +0.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +208.9%
|
NEE NextEra Energy | $70.83 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.0%
|
ZTS Zoetis | $166.01 -2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +79.2%
|
XEL Xcel Energy | $66.72 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +33.4%
|
DIS Walt Disney | $107.07 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +24.8%
|
WMT Walmart | $92.02 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +141.6%
|
WPC W. P. Carey | $55.81 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +27.3%
|
V Visa | $319.97 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +135.7%
|
VZ Verizon Communications | $38.86 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -22.8%
|
UNH UnitedHealth Group | $510.03 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +161.7%
|
TT Trane Technologies | $389.48 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +446.6%
|
TMO Thermo Fisher Scientific | $559.72 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +119.2%
|
TMUS T-Mobile US | $218.97 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +189.3%
|
PHM PulteGroup | $117.11 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +560.1%
|
PLD Prologis | $109.51 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +72.8%
|
PG Procter & Gamble | $161.35 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.1%
|
PEP PepsiCo | $148.25 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +40.9%
|
PAYX Paychex | $146.29 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +190.3%
|
T AT&T | $22.30 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -16.7%
|
ARCC Ares Capital | $23.18 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +186.9%
|
AAPL Apple | $229.98 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +310.0%
|
AWK American Water Works | $126.69 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.5%
|
AEP American Electric Power | $97.25 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +38.9%
|
GOOGL Alphabet | $196.00 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +271.9%
|
ADBE Adobe | $429.99 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +39.9%
|
NNN NNN REIT | $40.09 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +48.5%
|
MAA Mid-America Apartment Communities | $150.44 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +77.7%
|
MSFT Microsoft | $429.03 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +215.5%
|
ES Eversource Energy | $57.91 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -6.9%
|
CMS CMS Energy | $68.12 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +40.4%
|
KO Coca-Cola | $62.76 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.1%
|
CL Colgate-Palmolive | $88.79 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +46.8%
|
CMCSA Comcast | $36.58 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +7.1%
|
COST Costco Wholesale | $943.19 +2.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +230.3%
|
DHR Danaher | $238.41 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +96.4%
|
D Dominion Energy | $55.34 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -6.8%
|
DUK Duke Energy | $109.34 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.4%
|
EW Edwards Lifesciences | $69.77 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +33.1%
|
ESS Essex Property Trust | $283.20 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.4%
|
MRK Merck & Co., Inc. | $98.00 -2.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $280.90 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +104.9%
|
MA Mastercard | $525.22 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +158.3%
|
LAMR Lamar Advertising | $125.25 +3.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +287.4%
|
KMB Kimberly-Clark | $127.33 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +13.3%
|
CB Chubb | $269.38 -1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +186.0%
|
BRK.B Berkshire Hathaway | $468.57 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +189.0%
|
BAC Bank of America | $46.54 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +157.4%
|
AGR Avangrid | $36.02
| Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.3%
|
CME CME Group | $232.71 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +66.8%
|
CTAS Cintas | $198.31 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +405.1%
|
CINF Cincinnati Financial | $140.66 -1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +110.6%
|
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +228.3%
|
JNJ Johnson & Johnson | $147.03 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +32.3%
|
INTC Intel | $21.49 +9.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -56.7%
|
HD Home Depot | $409.42 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +152.1%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $612.77 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +313.8%
|
MGA Magna International | $40.35 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +27.1%
|
UNP Union Pacific | $233.99 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +81.9%
|
APH Amphenol | $69.44 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +289.4%
|
PNC The PNC Financial Services Group | $198.36 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +106.6%
|
SYY Sysco | $73.02 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +93.4%
|
EPR EPR Properties | $46.89 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +96.0%
|
PRU Prudential Financial | $118.98 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +124.8%
|
TMUS T-Mobile US | $218.97 +1.5% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +119.2%
|
AON AON | $365.83 -0.6% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +55.5%
|
PLD Prologis | $109.51 -1.3% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +17.2%
|
SIX Six Flags Entertainment | $32.00 -3.4% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -24.4%
|
BLK BlackRock | $1,004.23 +0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +131.3%
|
CMA Comerica | $66.08 +1.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +0.8%
|
GOOGL Alphabet | $196.00 +1.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +221.2%
|
ADBE Adobe | $429.99 +0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +54.3%
|
MA Mastercard | $525.22 +0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +94.5%
|
V Visa | $319.97 +0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +82.8%
|
UNH UnitedHealth Group | $510.03 -0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +118.6%
|
PHM PulteGroup | $117.11 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +237.7%
|
ZTS Zoetis | $166.01 -2.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +36.6%
|
WPC W. P. Carey | $55.81 +0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -36.3%
|
STI SunTrust Banks | $0.45 -4.7% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -99.3%
|
BABA Alibaba Group | $85.16 +3.3% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $192.42 +2.7% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $237.63 -0.6% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $66.08 +1.5% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $269.38 -1.5% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $85.16 +3.3% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $141.02 +1.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $426.50 +3.1% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $726.24 -4.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $59.64 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $33.46 +0.0% | 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 | $647.92 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $33.27 +0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $48.40 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $270.28 +0.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $95.13 +0.7% | 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 | $34.93 +0.3% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $118.98 +0.5% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $17.02 +0.4% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -70.5%
|
CMS CMS Energy | $68.12 +0.2% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $70.83 -0.8% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $41.05 +0.4% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $140.66 -1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $198.31 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $232.71 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $62.76 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $88.79 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $36.58 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.72 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $943.19 +2.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $238.41 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $55.34 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $41.05 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $109.34 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $237.63 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $69.77 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $726.24 -4.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $46.89 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $262.87 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $283.20 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $57.91 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $612.77 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $59.64 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $166.01 -2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $66.72 +0.8% | 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 | $107.07 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $92.02 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $147.03 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $21.49 +9.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $91.90 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $409.42 +0.0% | 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 | $33.46 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $98.00 -2.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $429.03 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $150.44 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $40.09 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $270.28 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $146.29 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $55.81 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $17.02 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $319.97 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $38.86 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $647.92 +0.8% | 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 | $34.93 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $510.03 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $48.40 +0.8% | 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 | $559.72 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $73.02 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $0.45 -4.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $95.13 +0.7% | 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 | $117.11 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $161.35 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $33.27 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $198.36 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $148.25 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $40.35 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $525.22 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $280.90 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $196.00 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $97.25 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $126.69 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $69.44 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $229.98 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $23.18 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $22.30 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.02
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $6.49 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $46.54 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $468.57 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $1,004.23 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $127.33 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $77.22 +1.7% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |