VZ Verizon Communications | $42.22 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +20.6%
|
ABBV AbbVie | $167.74 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +21.9%
|
AMZN Amazon.com | $202.88 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +68.9%
|
JEF Jefferies Financial Group | $74.95 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +145.7%
|
UNP Union Pacific | $233.56 +0.1% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +21.0%
|
KLAC KLA | $616.83 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +33.7%
|
CSCO Cisco Systems | $57.50 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +15.3%
|
OCLCF Oracle Co. Japan | $98.29
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +61.1%
|
AMAT Applied Materials | $170.49 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +25.3%
|
WFC Wells Fargo & Company | $73.58 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +78.5%
|
USB U.S. Bancorp | $50.74 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +65.4%
|
REIT ALPS Active REIT ETF | $28.71 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +22.6%
|
CVS CVS Health | $56.83 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -16.0%
|
AEP American Electric Power | $96.80 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.7%
|
WBA Walgreens Boots Alliance | $8.24 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -72.5%
|
BAC Bank of America | $46.06 -0.8% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +62.7%
|
DE Deere & Company | $405.11 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.4%
|
CAT Caterpillar | $381.44 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +80.1%
|
NTAP NetApp | $123.45 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +76.8%
|
C Citigroup | $68.28 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +53.1%
|
PFE Pfizer | $24.95 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -33.7%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $131.69 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +57.0%
|
BMO Bank of Montreal | $94.03 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.5%
|
ARCC Ares Capital | $21.79 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.7%
|
SPGI S&P Global | $503.12 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +40.4%
|
ROP Roper Technologies | $549.45 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.3%
|
BRK.B Berkshire Hathaway | $468.83 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +47.0%
|
BDX Becton, Dickinson and Company | $222.41 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.0%
|
BCE BCE | $27.00 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -40.1%
|
BAC Bank of America | $46.06 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +63.5%
|
AGR Avangrid | $36.08 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.2%
|
T AT&T | $22.83 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.7%
|
ASML ASML | $658.43 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.1%
|
AON AON | $380.08 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.1%
|
BUD Anheuser-Busch InBev SA/NV | $55.19 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.0%
|
AWK American Water Works | $137.89 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.2%
|
AEP American Electric Power | $96.80 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.3%
|
ADBE Adobe | $499.50 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.4%
|
ACN Accenture | $357.04 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.4%
|
PWR Quanta Services | $332.36 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +92.3%
|
KO Coca-Cola | $63.01 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.3%
|
CME CME Group | $228.00 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.8%
|
CSCO Cisco Systems | $57.50 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.3%
|
CTAS Cintas | $218.75 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +88.5%
|
CINF Cincinnati Financial | $151.62 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +53.9%
|
BX Blackstone | $185.03 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +121.5%
|
NNN NNN REIT | $43.92 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.3%
|
NEE NextEra Energy | $76.87 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.7%
|
MAA Mid-America Apartment Communities | $157.72 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.1%
|
MET MetLife | $82.60 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.5%
|
MRK Merck & Co., Inc. | $97.43 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.2%
|
MCD McDonald's | $290.89 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.9%
|
MA Mastercard | $512.54 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +38.5%
|
LCID Lucid Group | $2.03 -3.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -73.3%
|
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +77.5%
|
IPG Interpublic Group of Companies | $28.38 +2.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.3%
|
HCA HCA Healthcare | $333.00 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +26.1%
|
HIG The Hartford Financial Services Group | $118.19 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +72.2%
|
GILD Gilead Sciences | $88.63 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
GIS General Mills | $63.80 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.5%
|
FHN First Horizon | $19.88 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +82.4%
|
FITB Fifth Third Bancorp | $46.31 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +84.9%
|
ES Eversource Energy | $61.61 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.1%
|
EQIX Equinix | $918.94 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.9%
|
ETR Entergy | $150.71 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +55.0%
|
EMR Emerson Electric | $129.10 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +63.4%
|
EW Edwards Lifesciences | $69.54 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.8%
|
DUK Duke Energy | $113.78 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.0%
|
D Dominion Energy | $57.80 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.6%
|
DECK Deckers Outdoor | $176.36 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1310.8%
|
DHR Danaher | $233.10 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.1%
|
COST Costco Wholesale | $928.08 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +90.7%
|
CMCSA Comcast | $42.99 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.0%
|
CCI Crown Castle | $104.38 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.0%
|
QCOM QUALCOMM | $154.27 -6.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.3%
|
PLD Prologis | $114.54 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.1%
|
PG Procter & Gamble | $170.92 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.6%
|
PEP PepsiCo | $158.74 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.6%
|
PAYX Paychex | $141.83 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +31.5%
|
ODFL Old Dominion Freight Line | $214.33 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +38.2%
|
NXPI NXP Semiconductors | $220.34 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.6%
|
TMUS T-Mobile US | $235.47 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +73.4%
|
SON Sonoco Products | $49.98 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.7%
|
ZTS Zoetis | $175.67 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.3%
|
DIS Walt Disney | $114.27 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.6%
|
SHW Sherwin-Williams | $371.66 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +64.1%
|
TJX TJX Companies | $119.74 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +57.7%
|
VZ Verizon Communications | $42.22 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.3%
|
UNH UnitedHealth Group | $600.50 +4.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.7%
|
V Visa | $307.39 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.6%
|
TMO Thermo Fisher Scientific | $512.86 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.5%
|
TRU TransUnion | $96.74 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +36.4%
|
TT Trane Technologies | $411.16 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +145.5%
|
SO Southern | $87.97 -0.4% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +26.0%
|
SBUX Starbucks | $98.26 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.2%
|
BAC Bank of America | $46.06 -0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +31.8%
|
BDX Becton, Dickinson and Company | $222.41 -0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -15.4%
|
GILD Gilead Sciences | $88.63 +1.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +35.8%
|
PWR Quanta Services | $332.36 +0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +126.5%
|
BUD Anheuser-Busch InBev SA/NV | $55.19 -1.6% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +10.6%
|
CRL Charles River Laboratories International | $187.90 +1.0% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -12.1%
|
AMAT Applied Materials | $170.49 +0.7% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +62.4%
|
DIS Walt Disney | $114.27 +1.6% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -2.7%
|
EXPE Expedia Group | $179.10 +1.2% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +65.2%
|
KLAC KLA | $616.83 +0.2% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +94.7%
|
KLAC KLA | $616.83 +0.2% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +94.7%
|
ALLY Ally Financial | $35.53 -0.1% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +2.0%
|
SYF Synchrony Financial | $64.40 +1.2% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +69.2%
|
KLAC KLA | $616.83 +0.2% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +68.1%
|
UNP Union Pacific | $233.56 +0.1% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -9.4%
|
UNP Union Pacific | $233.56 +0.1% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -9.4%
|
KLAC KLA | $616.83 +0.2% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +68.1%
|
C Citigroup | $68.28 -0.5% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +20.7%
|
AMZN Amazon.com | $202.88 -0.8% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +39.3%
|
AMZN Amazon.com | $202.88 -0.8% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +19.0%
|
HD Home Depot | $399.98 -1.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +18.2%
|
LCID Lucid Group | $2.03 -3.3% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -91.0%
|
WMT Walmart | $87.18 +0.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +89.0%
|
PFE Pfizer | $24.95 -0.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -39.8%
|
CAT Caterpillar | $381.44 -0.2% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +98.2%
|
WFC Wells Fargo & Company | $73.58 +0.2% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +53.4%
|
FHN First Horizon | $19.88 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.0%
|
ES Eversource Energy | $61.61 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.6%
|
EXPE Expedia Group | $179.10 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +9.3%
|
MRK Merck & Co., Inc. | $97.43 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +36.0%
|
MA Mastercard | $512.54 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +47.4%
|
HCA HCA Healthcare | $333.00 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +37.2%
|
HIG The Hartford Financial Services Group | $118.19 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +68.2%
|
GIS General Mills | $63.80 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +6.7%
|
FITB Fifth Third Bancorp | $46.31 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +9.1%
|
AMZN Amazon.com | $202.88 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +23.5%
|
AEP American Electric Power | $96.80 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.2%
|
AWK American Water Works | $137.89 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -18.4%
|
AMAT Applied Materials | $170.49 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +32.4%
|
ASML ASML | $658.43 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -11.6%
|
T AT&T | $22.83 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -15.5%
|
BCE BCE | $27.00 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -46.1%
|
CRL Charles River Laboratories International | $187.90 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -54.5%
|
CSCO Cisco Systems | $57.50 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +5.6%
|
DHR Danaher | $233.10 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -23.4%
|
EQIX Equinix | $918.94 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.3%
|
TJX TJX Companies | $119.74 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +81.5%
|
SPGI S&P Global | $503.12 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.4%
|
ROP Roper Technologies | $549.45 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +23.2%
|
QCOM QUALCOMM | $154.27 -6.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.6%
|
PLD Prologis | $114.54 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -8.7%
|
PFE Pfizer | $24.95 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -42.0%
|
PEP PepsiCo | $158.74 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +5.5%
|
ODFL Old Dominion Freight Line | $214.33 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +49.9%
|
NEE NextEra Energy | $76.87 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.1%
|
NWL Newell Brands | $8.84 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -60.1%
|
NNN NNN REIT | $43.92 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.7%
|
VZ Verizon Communications | $42.22 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.8%
|
SYF Synchrony Financial | $64.40 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.8%
|
ZTS Zoetis | $175.67 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -16.0%
|
DIS Walt Disney | $114.27 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.2%
|
WMT Walmart | $87.18 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +76.1%
|
V Visa | $307.39 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +37.1%
|
UNH UnitedHealth Group | $600.50 +4.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +41.7%
|
TRU TransUnion | $96.74 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -22.2%
|
TT Trane Technologies | $411.16 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +104.5%
|
TMO Thermo Fisher Scientific | $512.86 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -9.3%
|
NXPI NXP Semiconductors | $220.34 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +4.0%
|
ACN Accenture | $357.04 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +4.7%
|
ADBE Adobe | $499.50 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.8%
|
ALLY Ally Financial | $35.53 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -31.5%
|
AON AON | $380.08 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +30.8%
|
ARCC Ares Capital | $21.79 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.8%
|
AGR Avangrid | $36.08 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -34.8%
|
BRK.B Berkshire Hathaway | $468.83 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +64.4%
|
BX Blackstone | $185.03 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +44.2%
|
CTAS Cintas | $218.75 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +120.7%
|
CME CME Group | $228.00 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +15.4%
|
KO Coca-Cola | $63.01 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +11.0%
|
CMCSA Comcast | $42.99 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -30.4%
|
COST Costco Wholesale | $928.08 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +101.3%
|
EW Edwards Lifesciences | $69.54 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -42.3%
|
HD Home Depot | $399.98 -1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.0%
|
PGX Invesco Preferred ETF | $11.83 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -22.3%
|
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +50.1%
|
SHW Sherwin-Williams | $371.66 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.4%
|
SBUX Starbucks | $98.26 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -16.3%
|
TMUS T-Mobile US | $235.47 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +73.0%
|
CVS CVS Health | $56.83 +1.9% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -32.2%
|
TMUS T-Mobile US | $235.47 +1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +64.7%
|
UNH UnitedHealth Group | $600.50 +4.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +46.2%
|
UNH UnitedHealth Group | $600.50 +4.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +46.2%
|
TT Trane Technologies | $411.16 -0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +112.0%
|
TMO Thermo Fisher Scientific | $512.86 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -5.2%
|
SBUX Starbucks | $98.26 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -16.7%
|
PFE Pfizer | $24.95 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -45.7%
|
NXPI NXP Semiconductors | $220.34 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +1.5%
|
NTAP NetApp | $123.45 +1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +50.1%
|
MS Morgan Stanley | $131.69 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +30.7%
|
MA Mastercard | $512.54 -1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +38.3%
|
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +53.0%
|
HD Home Depot | $399.98 -1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +21.7%
|
EW Edwards Lifesciences | $69.54 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -39.2%
|
CVS CVS Health | $56.83 +1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -30.4%
|
CTAS Cintas | $218.75 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +123.0%
|
BX Blackstone | $185.03 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +62.0%
|
AMAT Applied Materials | $170.49 +0.7% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +20.1%
|
AON AON | $380.08 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +44.1%
|
REIT ALPS Active REIT ETF | $28.71 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $35.53 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -31.4%
|
ADBE Adobe | $499.50 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -20.6%
|
ACN Accenture | $357.04 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +11.7%
|
ABBV AbbVie | $167.74 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +47.1%
|
VZ Verizon Communications | $42.22 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.4%
|
ZTS Zoetis | $175.67 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -12.0%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $8.24 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -82.6%
|
V Visa | $307.39 -1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +28.1%
|
QCOM QUALCOMM | $154.27 -6.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +3.6%
|
GIS General Mills | $63.80 +1.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +7.5%
|
CSCO Cisco Systems | $57.50 +0.9% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +3.7%
|
HCA HCA Healthcare | $333.00 -0.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +32.7%
|
WM Waste Management | $218.78 -0.1% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +105.3%
|
QCOM QUALCOMM | $154.27 -6.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +72.3%
|
CSCO Cisco Systems | $57.50 +0.9% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +23.7%
|
GIS General Mills | $63.80 +1.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +3.3%
|
HCA HCA Healthcare | $333.00 -0.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +231.2%
|
NEE NextEra Energy | $76.87 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.3%
|
ZTS Zoetis | $175.67 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +89.6%
|
XEL Xcel Energy | $70.05 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +40.1%
|
DIS Walt Disney | $114.27 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +33.2%
|
WMT Walmart | $87.18 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +128.9%
|
WPC W. P. Carey | $56.61 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.1%
|
V Visa | $307.39 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +126.5%
|
VZ Verizon Communications | $42.22 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -16.1%
|
UNH UnitedHealth Group | $600.50 +4.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +208.2%
|
TT Trane Technologies | $411.16 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +477.0%
|
TMO Thermo Fisher Scientific | $512.86 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +100.9%
|
TMUS T-Mobile US | $235.47 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +211.1%
|
PHM PulteGroup | $128.06 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +621.9%
|
PLD Prologis | $114.54 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +80.7%
|
PG Procter & Gamble | $170.92 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +74.9%
|
PEP PepsiCo | $158.74 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +50.9%
|
PAYX Paychex | $141.83 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +181.5%
|
T AT&T | $22.83 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -14.7%
|
ARCC Ares Capital | $21.79 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +169.7%
|
AAPL Apple | $229.00 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +308.3%
|
AWK American Water Works | $137.89 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +42.1%
|
AEP American Electric Power | $96.80 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +38.3%
|
GOOGL Alphabet | $175.98 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +233.9%
|
ADBE Adobe | $499.50 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.6%
|
NNN NNN REIT | $43.92 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.7%
|
MAA Mid-America Apartment Communities | $157.72 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +86.3%
|
MSFT Microsoft | $415.49 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +205.6%
|
ES Eversource Energy | $61.61 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -1.0%
|
CMS CMS Energy | $68.52 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +41.2%
|
KO Coca-Cola | $63.01 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.8%
|
CL Colgate-Palmolive | $93.91 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.3%
|
CMCSA Comcast | $42.99 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +25.8%
|
COST Costco Wholesale | $928.08 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +225.0%
|
DHR Danaher | $233.10 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +92.0%
|
D Dominion Energy | $57.80 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -2.7%
|
DUK Duke Energy | $113.78 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +77.4%
|
EW Edwards Lifesciences | $69.54 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +32.7%
|
ESS Essex Property Trust | $300.59 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.0%
|
MRK Merck & Co., Inc. | $97.43 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $290.89 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +112.2%
|
MA Mastercard | $512.54 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +152.1%
|
LAMR Lamar Advertising | $127.54 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +294.5%
|
KMB Kimberly-Clark | $136.37 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +21.4%
|
CB Chubb | $282.81 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +200.2%
|
BRK.B Berkshire Hathaway | $468.83 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +189.2%
|
BAC Bank of America | $46.06 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +154.8%
|
AGR Avangrid | $36.08 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.2%
|
CME CME Group | $228.00 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +63.4%
|
CTAS Cintas | $218.75 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +457.1%
|
CINF Cincinnati Financial | $151.62 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +127.0%
|
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +204.7%
|
JNJ Johnson & Johnson | $153.10 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.7%
|
INTC Intel | $24.01 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -51.6%
|
HD Home Depot | $399.98 -1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +146.3%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $565.52 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +281.9%
|
MGA Magna International | $42.65 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +34.3%
|
UNP Union Pacific | $233.56 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +81.6%
|
APH Amphenol | $70.91 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +297.6%
|
PNC The PNC Financial Services Group | $203.95 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +112.4%
|
SYY Sysco | $73.63 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +95.0%
|
EPR EPR Properties | $44.27 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +85.0%
|
PRU Prudential Financial | $124.11 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +134.5%
|
TMUS T-Mobile US | $235.47 +1.0% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +135.8%
|
AON AON | $380.08 +0.2% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +61.6%
|
PLD Prologis | $114.54 -0.5% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +22.6%
|
SIX Six Flags Entertainment | $32.00 -3.4% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -24.4%
|
BLK BlackRock | $1,024.67 -0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +136.1%
|
CMA Comerica | $67.88 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +3.5%
|
GOOGL Alphabet | $175.98 -1.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +188.4%
|
ADBE Adobe | $499.50 0.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +79.2%
|
MA Mastercard | $512.54 -1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +89.9%
|
V Visa | $307.39 -1.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +75.7%
|
UNH UnitedHealth Group | $600.50 +4.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +157.4%
|
PHM PulteGroup | $128.06 -0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +269.3%
|
ZTS Zoetis | $175.67 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +44.5%
|
WPC W. P. Carey | $56.61 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -35.4%
|
STI SunTrust Banks | $0.51 -19.0% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -99.2%
|
BABA Alibaba Group | $86.77 -0.4% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $198.19 -1.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $241.77 -1.0% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $67.88 +0.2% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $282.81 -0.4% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $86.77 -0.4% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $127.83 -0.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $342.03 -1.1% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $753.41 +3.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $63.80 +1.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $33.36 -0.3% | 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 | $625.35 +0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $34.27 +0.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $50.74 +0.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $277.81 -0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $98.26 -0.1% | 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 | $38.36 -0.6% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $124.11 -0.4% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $21.10 +0.5% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -63.5%
|
CMS CMS Energy | $68.52 -0.1% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $76.87 -0.3% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $43.93 +0.6% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $151.62 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $218.75 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $228.00 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $63.01 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $93.91 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $42.99 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.63
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $928.08 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $233.10 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $57.80 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $43.93 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $113.78 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $241.77 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $69.54 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $753.41 +3.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $44.27 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $247.18 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $300.59 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $61.61 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $565.52 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $63.80 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $175.67 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $70.05 +0.7% | 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 | $114.27 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $87.18 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $153.10 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $24.01 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $103.13 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $399.98 -1.7% | 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 | $33.36 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $97.43 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $157.72 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $43.92 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $277.81 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $141.83 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $56.61 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $21.10 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $307.39 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $42.22 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $625.35 +0.3% | 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 | $38.36 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $600.50 +4.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $50.74 +0.7% | 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 | $512.86 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $73.63 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $0.51 -19.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $98.26 -0.1% | 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 | $128.06 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $170.92 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $34.27 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $203.95 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $158.74 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $42.65 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $512.54 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $290.89 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $175.98 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $96.80 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $137.89 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $70.91 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $229.00 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.79 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $22.83 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.08 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $6.28 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $46.06 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $468.83 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $1,024.67 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $136.37 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $73.58 +0.2% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |