VZ Verizon Communications | $39.59 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.1%
|
ABBV AbbVie | $161.19 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.2%
|
AMZN Amazon.com | $190.00 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +58.2%
|
JEF Jefferies Financial Group | $45.94 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +50.6%
|
UNP Union Pacific | $247.92 +0.8% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +28.4%
|
KLAC KLA | $714.14 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.8%
|
CSCO Cisco Systems | $47.85 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -4.0%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $207.24 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +52.3%
|
WFC Wells Fargo & Company | $61.22 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +48.5%
|
USB U.S. Bancorp | $41.79 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +36.3%
|
REIT ALPS Active REIT ETF | $24.87 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +6.2%
|
CVS CVS Health | $55.19 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -18.4%
|
AEP American Electric Power | $90.54 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.1%
|
WBA Walgreens Boots Alliance | $17.23
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -42.6%
|
BAC Bank of America | $38.01 +0.8% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +34.3%
|
DE Deere & Company | $408.85 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.5%
|
CAT Caterpillar | $350.47 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +65.5%
|
NTAP NetApp | $107.93 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.6%
|
C Citigroup | $63.11 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +41.5%
|
PFE Pfizer | $27.68 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -26.4%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $96.88 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +15.5%
|
BMO Bank of Montreal | $93.93 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.4%
|
ARCC Ares Capital | $20.92 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.1%
|
SPGI S&P Global | $429.30 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.8%
|
ROP Roper Technologies | $521.92 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.1%
|
BRK.B Berkshire Hathaway | $407.46 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.7%
|
BDX Becton, Dickinson and Company | $235.70 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.5%
|
BCE BCE | $34.04 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.5%
|
BAC Bank of America | $38.01 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.9%
|
AGR Avangrid | $36.76 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.4%
|
T AT&T | $17.11
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.9%
|
ASML ASML | $915.58 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.2%
|
AON AON | $285.38 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.3%
|
BUD Anheuser-Busch InBev SA/NV | $63.42 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.5%
|
AWK American Water Works | $134.02 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.9%
|
AEP American Electric Power | $90.54 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.7%
|
ADBE Adobe | $484.85 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.7%
|
ACN Accenture | $304.54 -2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.4%
|
PWR Quanta Services | $268.54 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +55.4%
|
KO Coca-Cola | $62.97 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.2%
|
CME CME Group | $211.51 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.5%
|
CSCO Cisco Systems | $47.85 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.4%
|
CTAS Cintas | $692.98 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.3%
|
CINF Cincinnati Financial | $117.98 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.8%
|
BX Blackstone | $121.45 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.4%
|
NNN NNN REIT | $41.98 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.6%
|
NEE NextEra Energy | $73.27 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.2%
|
MAA Mid-America Apartment Communities | $133.94 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.3%
|
MET MetLife | $72.24 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +36.9%
|
MRK Merck & Co., Inc. | $129.96 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
|
MCD McDonald's | $267.98 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.1%
|
MA Mastercard | $455.89 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.2%
|
LCID Lucid Group | $2.70 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -64.5%
|
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.1%
|
IPG Interpublic Group of Companies | $31.27 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.6%
|
HCA HCA Healthcare | $315.55 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.5%
|
HIG The Hartford Financial Services Group | $100.21 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.0%
|
GILD Gilead Sciences | $64.95 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.4%
|
GIS General Mills | $69.94 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.2%
|
FHN First Horizon | $15.90 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.9%
|
FITB Fifth Third Bancorp | $38.61 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.1%
|
ES Eversource Energy | $61.68 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.0%
|
EQIX Equinix | $774.50 +11.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.5%
|
ETR Entergy | $111.28 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.5%
|
EMR Emerson Electric | $115.55 +2.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.2%
|
EW Edwards Lifesciences | $86.77 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.3%
|
DUK Duke Energy | $102.82 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
|
D Dominion Energy | $52.81 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.7%
|
DECK Deckers Outdoor | $871.75 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +93.7%
|
DHR Danaher | $249.62 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.3%
|
COST Costco Wholesale | $774.09 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.1%
|
CMCSA Comcast | $39.03 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.2%
|
CCI Crown Castle | $99.48 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.4%
|
QCOM QUALCOMM | $180.96 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +74.0%
|
PLD Prologis | $106.94 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.3%
|
PG Procter & Gamble | $166.06 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.2%
|
PEP PepsiCo | $178.10 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.1%
|
PAYX Paychex | $120.99 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.2%
|
ODFL Old Dominion Freight Line | $186.60 +2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.3%
|
NXPI NXP Semiconductors | $260.64 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.1%
|
TMUS T-Mobile US | $163.40 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.4%
|
SON Sonoco Products | $58.49 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.5%
|
ZTS Zoetis | $166.76 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.9%
|
DIS Walt Disney | $105.56 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.8%
|
SHW Sherwin-Williams | $318.90 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +40.8%
|
TJX TJX Companies | $99.06 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.4%
|
VZ Verizon Communications | $39.59 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.7%
|
UNH UnitedHealth Group | $505.86 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.9%
|
V Visa | $278.58 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.7%
|
TMO Thermo Fisher Scientific | $575.88 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.6%
|
TRU TransUnion | $77.93 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.9%
|
TT Trane Technologies | $330.63 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +97.4%
|
SO Southern | $77.57 -0.1% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +11.1%
|
SBUX Starbucks | $75.22 +2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -23.6%
|
BAC Bank of America | $38.01 +0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +8.8%
|
BDX Becton, Dickinson and Company | $235.70 +0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -10.3%
|
GILD Gilead Sciences | $64.95 +0.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -0.5%
|
PWR Quanta Services | $268.54 +1.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +83.0%
|
BUD Anheuser-Busch InBev SA/NV | $63.42 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +27.1%
|
CRL Charles River Laboratories International | $234.25 -0.4% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +9.5%
|
AMAT Applied Materials | $207.24 -0.1% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +97.4%
|
DIS Walt Disney | $105.56 +0.1% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -10.1%
|
EXPE Expedia Group | $112.55 +0.9% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +3.8%
|
KLAC KLA | $714.14 -0.4% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +125.4%
|
KLAC KLA | $714.14 -0.4% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +125.4%
|
ALLY Ally Financial | $39.58 +0.3% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +13.6%
|
SYF Synchrony Financial | $45.77 +0.4% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +20.2%
|
KLAC KLA | $714.14 -0.4% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +94.6%
|
UNP Union Pacific | $247.92 +0.8% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -3.8%
|
UNP Union Pacific | $247.92 +0.8% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -3.8%
|
KLAC KLA | $714.14 -0.4% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +94.6%
|
C Citigroup | $63.11 +0.6% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +11.5%
|
AMZN Amazon.com | $190.00 +1.1% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +30.5%
|
AMZN Amazon.com | $190.00 +1.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +11.5%
|
HD Home Depot | $344.52 +1.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +1.8%
|
LCID Lucid Group | $2.70 -0.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -88.0%
|
WMT Walmart | $60.31 +0.4% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +30.8%
|
PFE Pfizer | $27.68 -0.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -33.2%
|
CAT Caterpillar | $350.47 +1.7% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +82.1%
|
WFC Wells Fargo & Company | $61.22 +0.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +27.6%
|
FHN First Horizon | $15.90 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.4%
|
ES Eversource Energy | $61.68 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.6%
|
EXPE Expedia Group | $112.55 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.3%
|
MRK Merck & Co., Inc. | $129.96 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +81.4%
|
MA Mastercard | $455.89 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.1%
|
HCA HCA Healthcare | $315.55 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +30.0%
|
HIG The Hartford Financial Services Group | $100.21 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +42.6%
|
GIS General Mills | $69.94 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.9%
|
FITB Fifth Third Bancorp | $38.61 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.0%
|
AMZN Amazon.com | $190.00 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +15.7%
|
AEP American Electric Power | $90.54 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.5%
|
AWK American Water Works | $134.02 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.7%
|
AMAT Applied Materials | $207.24 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +61.0%
|
ASML ASML | $915.58 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.9%
|
T AT&T | $17.11
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -36.7%
|
BCE BCE | $34.04 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.0%
|
CRL Charles River Laboratories International | $234.25 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -43.2%
|
CSCO Cisco Systems | $47.85 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -12.1%
|
DHR Danaher | $249.62 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -18.0%
|
EQIX Equinix | $774.50 +11.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.0%
|
TJX TJX Companies | $99.06 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +50.1%
|
SPGI S&P Global | $429.30 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.0%
|
ROP Roper Technologies | $521.92 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.0%
|
QCOM QUALCOMM | $180.96 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.3%
|
PLD Prologis | $106.94 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -14.7%
|
PFE Pfizer | $27.68 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -35.6%
|
PEP PepsiCo | $178.10 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.4%
|
ODFL Old Dominion Freight Line | $186.60 +2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +30.5%
|
NEE NextEra Energy | $73.27 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.7%
|
NWL Newell Brands | $8.08 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -63.5%
|
NNN NNN REIT | $41.98 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.8%
|
VZ Verizon Communications | $39.59 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.7%
|
SYF Synchrony Financial | $45.77 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.4%
|
ZTS Zoetis | $166.76 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -20.3%
|
DIS Walt Disney | $105.56 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -42.0%
|
WMT Walmart | $60.31 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.8%
|
V Visa | $278.58 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +24.3%
|
UNH UnitedHealth Group | $505.86 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.4%
|
TRU TransUnion | $77.93 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.3%
|
TT Trane Technologies | $330.63 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +64.5%
|
TMO Thermo Fisher Scientific | $575.88 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.8%
|
NXPI NXP Semiconductors | $260.64 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.0%
|
ACN Accenture | $304.54 -2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -10.7%
|
ADBE Adobe | $484.85 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.1%
|
ALLY Ally Financial | $39.58 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.7%
|
AON AON | $285.38 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -1.8%
|
ARCC Ares Capital | $20.92 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.5%
|
AGR Avangrid | $36.76 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -33.5%
|
BRK.B Berkshire Hathaway | $407.46 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +42.8%
|
BX Blackstone | $121.45 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -5.4%
|
CTAS Cintas | $692.98 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +74.8%
|
CME CME Group | $211.51 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.0%
|
KO Coca-Cola | $62.97 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.9%
|
CMCSA Comcast | $39.03 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -36.8%
|
COST Costco Wholesale | $774.09 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +67.9%
|
EW Edwards Lifesciences | $86.77 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -28.1%
|
HD Home Depot | $344.52 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.1%
|
PGX Invesco Preferred ETF | $11.51 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.4%
|
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.7%
|
SHW Sherwin-Williams | $318.90 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.3%
|
SBUX Starbucks | $75.22 +2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.9%
|
TMUS T-Mobile US | $163.40 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.0%
|
CVS CVS Health | $55.19 +0.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -34.1%
|
TMUS T-Mobile US | $163.40 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.3%
|
UNH UnitedHealth Group | $505.86 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.1%
|
UNH UnitedHealth Group | $505.86 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.1%
|
TT Trane Technologies | $330.63 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +70.5%
|
TMO Thermo Fisher Scientific | $575.88 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.4%
|
SBUX Starbucks | $75.22 +2.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -36.2%
|
PFE Pfizer | $27.68 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -39.8%
|
NXPI NXP Semiconductors | $260.64 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +20.0%
|
NTAP NetApp | $107.93 -1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +31.2%
|
MS Morgan Stanley | $96.88 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -3.8%
|
MA Mastercard | $455.89 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.0%
|
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.1%
|
HD Home Depot | $344.52 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +4.8%
|
EW Edwards Lifesciences | $86.77 +2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -24.1%
|
CVS CVS Health | $55.19 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -32.4%
|
CTAS Cintas | $692.98 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +76.6%
|
BX Blackstone | $121.45 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.3%
|
AMAT Applied Materials | $207.24 -0.1% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +45.9%
|
AON AON | $285.38 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +8.2%
|
REIT ALPS Active REIT ETF | $24.87 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $39.58 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.6%
|
ADBE Adobe | $484.85 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -22.9%
|
ACN Accenture | $304.54 -2.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -4.7%
|
ABBV AbbVie | $161.19 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +41.3%
|
VZ Verizon Communications | $39.59 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -28.2%
|
ZTS Zoetis | $166.76 +1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -16.5%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $17.23
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -63.7%
|
V Visa | $278.58 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +16.1%
|
QCOM QUALCOMM | $180.96 +0.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +21.6%
|
GIS General Mills | $69.94 +0.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +17.8%
|
CSCO Cisco Systems | $47.85 -0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -13.7%
|
HCA HCA Healthcare | $315.55 +2.0% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +25.7%
|
WM Waste Management | $210.08 +0.0% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +97.1%
|
QCOM QUALCOMM | $180.96 +0.2% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +102.1%
|
CSCO Cisco Systems | $47.85 -0.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +2.9%
|
GIS General Mills | $69.94 +0.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +13.2%
|
HCA HCA Healthcare | $315.55 +2.0% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +213.8%
|
NEE NextEra Energy | $73.27 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.3%
|
ZTS Zoetis | $166.76 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +80.0%
|
XEL Xcel Energy | $55.38 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +10.8%
|
DIS Walt Disney | $105.56 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.1%
|
WMT Walmart | $60.31 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.3%
|
WPC W. P. Carey | $57.14 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.3%
|
V Visa | $278.58 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +105.2%
|
VZ Verizon Communications | $39.59 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -21.3%
|
UNH UnitedHealth Group | $505.86 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +159.6%
|
TT Trane Technologies | $330.63 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +364.0%
|
TMO Thermo Fisher Scientific | $575.88 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +125.6%
|
TMUS T-Mobile US | $163.40 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.9%
|
PHM PulteGroup | $117.37 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +561.6%
|
PLD Prologis | $106.94 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.8%
|
PG Procter & Gamble | $166.06 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.0%
|
PEP PepsiCo | $178.10 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.3%
|
PAYX Paychex | $120.99 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +140.1%
|
T AT&T | $17.11
| Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -36.1%
|
ARCC Ares Capital | $20.92 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +158.9%
|
AAPL Apple | $183.35 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +226.9%
|
AWK American Water Works | $134.02 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +38.1%
|
AEP American Electric Power | $90.54 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.3%
|
GOOGL Alphabet | $168.94 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +220.5%
|
ADBE Adobe | $484.85 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.8%
|
NNN NNN REIT | $41.98 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.5%
|
MAA Mid-America Apartment Communities | $133.94 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.2%
|
MSFT Microsoft | $411.89 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +202.9%
|
ES Eversource Energy | $61.68 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.9%
|
CMS CMS Energy | $62.99 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.8%
|
KO Coca-Cola | $62.97 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.7%
|
CL Colgate-Palmolive | $94.19 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.8%
|
CMCSA Comcast | $39.03 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +14.2%
|
COST Costco Wholesale | $774.09 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +171.1%
|
DHR Danaher | $249.62 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +105.6%
|
D Dominion Energy | $52.81 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -11.1%
|
DUK Duke Energy | $102.82 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +60.3%
|
EW Edwards Lifesciences | $86.77 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.6%
|
ESS Essex Property Trust | $255.27 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +40.1%
|
MRK Merck & Co., Inc. | $129.96 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $267.98 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +95.5%
|
MA Mastercard | $455.89 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +124.2%
|
LAMR Lamar Advertising | $117.83 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +264.5%
|
KMB Kimberly-Clark | $136.30 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +21.3%
|
CB Chubb | $252.52 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +168.1%
|
BRK.B Berkshire Hathaway | $407.46 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +151.3%
|
BAC Bank of America | $38.01 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +110.2%
|
AGR Avangrid | $36.76 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +1.7%
|
CME CME Group | $211.51 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +51.6%
|
CTAS Cintas | $692.98 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +341.2%
|
CINF Cincinnati Financial | $117.98 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.7%
|
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +149.0%
|
JNJ Johnson & Johnson | $149.97 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +34.9%
|
INTC Intel | $30.22 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -39.0%
|
HD Home Depot | $344.52 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +112.2%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $474.28 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +220.2%
|
MGA Magna International | $47.19 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +48.6%
|
UNP Union Pacific | $247.92 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +92.7%
|
APH Amphenol | $127.09 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +256.3%
|
PNC The PNC Financial Services Group | $157.45 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +64.0%
|
SYY Sysco | $75.16 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +99.1%
|
EPR EPR Properties | $41.57 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +73.7%
|
PRU Prudential Financial | $117.55 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +122.1%
|
TMUS T-Mobile US | $163.40 +0.4% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +63.6%
|
AON AON | $285.38 +0.6% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +21.3%
|
PLD Prologis | $106.94 +1.0% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +14.5%
|
SIX Six Flags Entertainment | $26.34 +5.1% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -37.8%
|
BLK BlackRock | $790.03 +1.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +82.0%
|
CMA Comerica | $53.65 -0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -18.2%
|
GOOGL Alphabet | $168.94 -0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +176.9%
|
ADBE Adobe | $484.85 -0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +74.0%
|
MA Mastercard | $455.89 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +68.9%
|
V Visa | $278.58 +0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +59.2%
|
UNH UnitedHealth Group | $505.86 +0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +116.8%
|
PHM PulteGroup | $117.37 +1.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +238.4%
|
ZTS Zoetis | $166.76 +1.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +37.2%
|
WPC W. P. Carey | $57.14 +0.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -34.8%
|
STI SunTrust Banks | $2.42 +4.3% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.1%
|
BABA Alibaba Group | $79.40 +1.2% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $184.57 +0.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $233.48 +0.1% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $53.65 -0.4% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $252.52 +0.4% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $79.40 +1.2% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $96.69 +0.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $173.90 -0.5% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $775.86 +0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $69.94 +0.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $44.51 +0.8% | 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 | $483.10 +0.5% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $28.79 +0.9% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $41.79 +0.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $270.12 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $75.22 +2.3% | 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 | $33.81 +0.5% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $117.55 +0.7% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $17.95 +0.6% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -68.9%
|
CMS CMS Energy | $62.99 +0.4% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $73.27 +0.6% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $59.44 +1.4% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $117.98 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $692.98 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $211.51 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $62.97 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $94.19 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $39.03 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.29 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $774.09 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $249.62 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $52.81 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $59.44 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $102.82 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $233.48 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $86.77 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $775.86 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $41.57 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $235.69 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $255.27 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $61.68 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $474.28 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $69.94 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $166.76 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $55.38 +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 | $105.56 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $60.31 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $149.97 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $30.22 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $91.14 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $344.52 +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 | $44.51 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $129.96 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $411.89 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $133.94 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $41.98 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $270.12 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $120.99 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $57.14 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $17.95 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $278.58 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.59 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $483.10 +0.5% | 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 | $33.81 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $505.86 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $41.79 +0.2% | 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 | $575.88 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $75.16 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.42 +4.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $75.22 +2.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $26.34 +5.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $117.37 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $166.06 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $28.79 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $157.45 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $178.10 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $47.19 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $455.89 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $267.98 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $168.94 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $90.54 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $134.02 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $127.09 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $183.35 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $20.92 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.11
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.76 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $9.27 -19.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $38.01 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $407.46 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $790.03 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $136.30 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $61.22 +0.6% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |