VZ Verizon Communications | $39.91 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.0%
|
ABBV AbbVie | $174.79 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +27.1%
|
AMZN Amazon.com | $169.84 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +41.4%
|
JEF Jefferies Financial Group | $40.31 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +32.1%
|
UNP Union Pacific | $248.84 -0.1% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +28.9%
|
KLAC KLA | $618.49 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +34.1%
|
CSCO Cisco Systems | $49.95 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +0.2%
|
OCLCF Oracle Co. Japan | $75.00
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +23.0%
|
AMAT Applied Materials | $173.89 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +27.8%
|
WFC Wells Fargo & Company | $48.35 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +17.3%
|
USB U.S. Bancorp | $40.38 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +31.7%
|
REIT ALPS Active REIT ETF | $25.52 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +9.0%
|
CVS CVS Health | $75.09 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.0%
|
AEP American Electric Power | $75.94 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -7.7%
|
WBA Walgreens Boots Alliance | $22.54 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -24.9%
|
BAC Bank of America | $33.12 -0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +17.0%
|
DE Deere & Company | $385.80 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +8.0%
|
CAT Caterpillar | $322.00 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +52.0%
|
NTAP NetApp | $88.92 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +27.3%
|
C Citigroup | $54.31 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +21.8%
|
PFE Pfizer | $27.56
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -26.7%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $85.65 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +2.1%
|
BMO Bank of Montreal | $91.89 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +9.0%
|
ARCC Ares Capital | $20.01 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.2%
|
SPGI S&P Global | $436.63 -5.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.9%
|
ROP Roper Technologies | $545.34 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.3%
|
BRK.B Berkshire Hathaway | $397.49 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.6%
|
BDX Becton, Dickinson and Company | $240.71 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.4%
|
BCE BCE | $37.96 -3.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.8%
|
BAC Bank of America | $33.12 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.6%
|
AGR Avangrid | $30.02 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -20.3%
|
T AT&T | $16.82 -2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.0%
|
ASML ASML | $922.94 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.3%
|
AON AON | $307.18 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.3%
|
BUD Anheuser-Busch InBev SA/NV | $65.61 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.4%
|
AWK American Water Works | $121.83 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.5%
|
AEP American Electric Power | $75.94 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.0%
|
ADBE Adobe | $615.86 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +57.1%
|
ACN Accenture | $368.53 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +26.3%
|
PWR Quanta Services | $207.77 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.2%
|
KO Coca-Cola | $59.83 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.0%
|
CME CME Group | $204.00 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.2%
|
CSCO Cisco Systems | $49.95 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.9%
|
CTAS Cintas | $617.16 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +33.0%
|
CINF Cincinnati Financial | $107.60 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.2%
|
BX Blackstone | $127.84 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +53.0%
|
NNN NNN REIT | $39.86 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.4%
|
NEE NextEra Energy | $56.28 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -23.3%
|
MAA Mid-America Apartment Communities | $124.48 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.9%
|
MET MetLife | $66.73 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +26.5%
|
MRK Merck & Co., Inc. | $126.61 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.7%
|
MCD McDonald's | $291.93 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.2%
|
MA Mastercard | $458.26 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.8%
|
LCID Lucid Group | $3.51 +3.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -53.9%
|
JPM JPMorgan Chase & Co. | $174.80 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.8%
|
IPG Interpublic Group of Companies | $31.80 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.2%
|
HCA HCA Healthcare | $305.46 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
|
HIG The Hartford Financial Services Group | $89.73 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.7%
|
GILD Gilead Sciences | $73.80 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.0%
|
GIS General Mills | $64.07 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.2%
|
FHN First Horizon | $13.79 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +26.5%
|
FITB Fifth Third Bancorp | $33.39 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +33.3%
|
ES Eversource Energy | $54.07 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -23.7%
|
EQIX Equinix | $855.33 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.9%
|
ETR Entergy | $97.40 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.2%
|
EMR Emerson Electric | $102.38 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.6%
|
EW Edwards Lifesciences | $85.80 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.1%
|
DUK Duke Energy | $92.65 -3.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.2%
|
D Dominion Energy | $44.18 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.4%
|
DECK Deckers Outdoor | $832.41 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +85.0%
|
DHR Danaher | $245.88 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.7%
|
COST Costco Wholesale | $724.16 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.8%
|
CMCSA Comcast | $41.25 -3.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.5%
|
CCI Crown Castle | $107.47 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.3%
|
QCOM QUALCOMM | $148.18 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.5%
|
PLD Prologis | $131.66 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.9%
|
PG Procter & Gamble | $158.64 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.1%
|
PEP PepsiCo | $173.85 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.4%
|
PAYX Paychex | $122.75 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.8%
|
ODFL Old Dominion Freight Line | $435.16 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +40.3%
|
NXPI NXP Semiconductors | $227.83 +2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +33.0%
|
TMUS T-Mobile US | $160.93 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.5%
|
SON Sonoco Products | $56.89 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.2%
|
ZTS Zoetis | $195.73 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.4%
|
DIS Walt Disney | $110.54 +11.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.4%
|
SHW Sherwin-Williams | $312.15 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.8%
|
TJX TJX Companies | $98.31 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.5%
|
VZ Verizon Communications | $39.91 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.6%
|
UNH UnitedHealth Group | $520.01 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.9%
|
V Visa | $275.80 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.5%
|
TMO Thermo Fisher Scientific | $550.90 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.8%
|
TRU TransUnion | $69.21 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.4%
|
TT Trane Technologies | $269.79 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +61.1%
|
SO Southern | $66.94 0.0% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | -4.1%
|
SBUX Starbucks | $96.59 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.9%
|
BAC Bank of America | $33.12 -0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -5.2%
|
BDX Becton, Dickinson and Company | $240.71 +0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -8.4%
|
GILD Gilead Sciences | $73.80 -0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +13.1%
|
PWR Quanta Services | $207.77 -0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +41.6%
|
BUD Anheuser-Busch InBev SA/NV | $65.61 +0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +31.5%
|
CRL Charles River Laboratories International | $218.77 +0.1% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +2.3%
|
AMAT Applied Materials | $173.89 +1.7% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +65.6%
|
DIS Walt Disney | $110.54 +11.5% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -5.9%
|
EXPE Expedia Group | $159.47 +3.3% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +47.1%
|
KLAC KLA | $618.49 +1.6% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +95.2%
|
KLAC KLA | $618.49 +1.6% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +95.2%
|
ALLY Ally Financial | $36.18 +1.4% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +3.9%
|
SYF Synchrony Financial | $38.88 +0.9% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +2.1%
|
KLAC KLA | $618.49 +1.6% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +68.5%
|
UNP Union Pacific | $248.84 -0.1% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -3.5%
|
UNP Union Pacific | $248.84 -0.1% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -3.5%
|
KLAC KLA | $618.49 +1.6% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +68.5%
|
C Citigroup | $54.31 -0.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | -4.0%
|
AMZN Amazon.com | $169.84 -0.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +16.6%
|
AMZN Amazon.com | $169.84 -0.4% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | -0.4%
|
HD Home Depot | $363.84 +0.3% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +7.6%
|
LCID Lucid Group | $3.51 +3.8% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -84.5%
|
WMT Walmart | $169.37 0.0% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +22.4%
|
PFE Pfizer | $27.56
| Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -33.5%
|
CAT Caterpillar | $322.00 -0.5% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +67.3%
|
WFC Wells Fargo & Company | $48.35 -0.3% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +0.8%
|
FHN First Horizon | $13.79 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -15.3%
|
ES Eversource Energy | $54.07 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -33.9%
|
EXPE Expedia Group | $159.47 +3.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.7%
|
MRK Merck & Co., Inc. | $126.61 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +76.8%
|
MA Mastercard | $458.26 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.8%
|
HCA HCA Healthcare | $305.46 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +25.8%
|
HIG The Hartford Financial Services Group | $89.73 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.7%
|
GIS General Mills | $64.07 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +7.1%
|
FITB Fifth Third Bancorp | $33.39 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.3%
|
AMZN Amazon.com | $169.84 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +3.4%
|
AEP American Electric Power | $75.94 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.5%
|
AWK American Water Works | $121.83 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -27.9%
|
AMAT Applied Materials | $173.89 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +35.1%
|
ASML ASML | $922.94 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +23.9%
|
T AT&T | $16.82 -2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -37.7%
|
BCE BCE | $37.96 -3.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.2%
|
CRL Charles River Laboratories International | $218.77 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -47.0%
|
CSCO Cisco Systems | $49.95 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -8.2%
|
DHR Danaher | $245.88 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -19.2%
|
EQIX Equinix | $855.33 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +8.3%
|
TJX TJX Companies | $98.31 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +49.0%
|
SPGI S&P Global | $436.63 -5.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +2.8%
|
ROP Roper Technologies | $545.34 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.2%
|
QCOM QUALCOMM | $148.18 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.9%
|
PLD Prologis | $131.66 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +5.0%
|
PFE Pfizer | $27.56
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -35.9%
|
PEP PepsiCo | $173.85 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +15.6%
|
ODFL Old Dominion Freight Line | $435.16 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +52.2%
|
NEE NextEra Energy | $56.28 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -28.3%
|
NWL Newell Brands | $8.45 +6.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -61.8%
|
NNN NNN REIT | $39.86 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.7%
|
VZ Verizon Communications | $39.91 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.1%
|
SYF Synchrony Financial | $38.88 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.5%
|
ZTS Zoetis | $195.73 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -6.5%
|
DIS Walt Disney | $110.54 +11.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -39.2%
|
WMT Walmart | $169.37 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +14.0%
|
V Visa | $275.80 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.0%
|
UNH UnitedHealth Group | $520.01 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.7%
|
TRU TransUnion | $69.21 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -44.3%
|
TT Trane Technologies | $269.79 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +34.2%
|
TMO Thermo Fisher Scientific | $550.90 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -2.6%
|
NXPI NXP Semiconductors | $227.83 +2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.5%
|
ACN Accenture | $368.53 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +8.1%
|
ADBE Adobe | $615.86 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -7.3%
|
ALLY Ally Financial | $36.18 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -30.3%
|
AON AON | $307.18 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.7%
|
ARCC Ares Capital | $20.01 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -1.0%
|
AGR Avangrid | $30.02 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -45.7%
|
BRK.B Berkshire Hathaway | $397.49 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +39.3%
|
BX Blackstone | $127.84 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -0.4%
|
CTAS Cintas | $617.16 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +55.7%
|
CME CME Group | $204.00 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.2%
|
KO Coca-Cola | $59.83 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.4%
|
CMCSA Comcast | $41.25 -3.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -33.2%
|
COST Costco Wholesale | $724.16 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +57.1%
|
EW Edwards Lifesciences | $85.80 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -28.9%
|
HD Home Depot | $363.84 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +11.0%
|
PGX Invesco Preferred ETF | $11.79 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -22.5%
|
JPM JPMorgan Chase & Co. | $174.80 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +8.9%
|
SHW Sherwin-Williams | $312.15 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.1%
|
SBUX Starbucks | $96.59 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -17.7%
|
TMUS T-Mobile US | $160.93 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +18.2%
|
CVS CVS Health | $75.09 -1.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -10.4%
|
TMUS T-Mobile US | $160.93 -0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +12.5%
|
UNH UnitedHealth Group | $520.01 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +26.6%
|
UNH UnitedHealth Group | $520.01 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +26.6%
|
TT Trane Technologies | $269.79 -1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +39.1%
|
TMO Thermo Fisher Scientific | $550.90 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +1.8%
|
SBUX Starbucks | $96.59 +1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -18.1%
|
PFE Pfizer | $27.56
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -40.1%
|
NXPI NXP Semiconductors | $227.83 +2.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +4.9%
|
NTAP NetApp | $88.92 +1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +8.1%
|
MS Morgan Stanley | $85.65 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -15.0%
|
MA Mastercard | $458.26 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.6%
|
JPM JPMorgan Chase & Co. | $174.80 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +11.1%
|
HD Home Depot | $363.84 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.7%
|
EW Edwards Lifesciences | $85.80 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -25.0%
|
CVS CVS Health | $75.09 -1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -8.0%
|
CTAS Cintas | $617.16 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +57.3%
|
BX Blackstone | $127.84 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +11.9%
|
AMAT Applied Materials | $173.89 +1.7% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +22.5%
|
AON AON | $307.18 +1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +16.4%
|
REIT ALPS Active REIT ETF | $25.52 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $36.18 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -30.1%
|
ADBE Adobe | $615.86 +0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -2.1%
|
ACN Accenture | $368.53 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +15.3%
|
ABBV AbbVie | $174.79 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +53.2%
|
VZ Verizon Communications | $39.91 -1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -27.6%
|
ZTS Zoetis | $195.73 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -2.0%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $22.54 -1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -52.5%
|
V Visa | $275.80 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.9%
|
QCOM QUALCOMM | $148.18 +1.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -0.5%
|
GIS General Mills | $64.07 +0.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +7.9%
|
CSCO Cisco Systems | $49.95 +0.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -9.9%
|
HCA HCA Healthcare | $305.46 -0.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +21.7%
|
WM Waste Management | $189.51 -0.2% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +77.8%
|
QCOM QUALCOMM | $148.18 +1.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +65.5%
|
CSCO Cisco Systems | $49.95 +0.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +7.5%
|
GIS General Mills | $64.07 +0.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +3.7%
|
HCA HCA Healthcare | $305.46 -0.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +203.8%
|
NEE NextEra Energy | $56.28 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.9%
|
ZTS Zoetis | $195.73 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +111.2%
|
XEL Xcel Energy | $58.00 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +16.0%
|
DIS Walt Disney | $110.54 +11.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +28.9%
|
WMT Walmart | $169.37 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +48.2%
|
WPC W. P. Carey | $61.34 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +39.9%
|
V Visa | $275.80 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +103.2%
|
VZ Verizon Communications | $39.91 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -20.7%
|
UNH UnitedHealth Group | $520.01 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +166.9%
|
TT Trane Technologies | $269.79 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +278.6%
|
TMO Thermo Fisher Scientific | $550.90 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.8%
|
TMUS T-Mobile US | $160.93 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +112.6%
|
PHM PulteGroup | $103.26 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +482.1%
|
PLD Prologis | $131.66 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +107.8%
|
PG Procter & Gamble | $158.64 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.4%
|
PEP PepsiCo | $173.85 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.3%
|
PAYX Paychex | $122.75 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +143.6%
|
T AT&T | $16.82 -2.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -37.2%
|
ARCC Ares Capital | $20.01 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +147.6%
|
AAPL Apple | $188.32 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +235.7%
|
AWK American Water Works | $121.83 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +25.5%
|
AEP American Electric Power | $75.94 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +8.5%
|
GOOGL Alphabet | $145.91 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +176.8%
|
ADBE Adobe | $615.86 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +100.4%
|
NNN NNN REIT | $39.86 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +47.6%
|
MAA Mid-America Apartment Communities | $124.48 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +47.0%
|
MSFT Microsoft | $414.11 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +204.5%
|
ES Eversource Energy | $54.07 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -13.1%
|
CMS CMS Energy | $56.27 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +16.0%
|
KO Coca-Cola | $59.83 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +59.3%
|
CL Colgate-Palmolive | $84.26 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +39.3%
|
CMCSA Comcast | $41.25 -3.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +20.7%
|
COST Costco Wholesale | $724.16 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +153.6%
|
DHR Danaher | $245.88 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +102.6%
|
D Dominion Energy | $44.18 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -25.6%
|
DUK Duke Energy | $92.65 -3.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +44.4%
|
EW Edwards Lifesciences | $85.80 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +63.7%
|
ESS Essex Property Trust | $229.34 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +25.9%
|
MRK Merck & Co., Inc. | $126.61 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $291.93 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +112.9%
|
MA Mastercard | $458.26 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +125.4%
|
LAMR Lamar Advertising | $105.67 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +226.8%
|
KMB Kimberly-Clark | $120.27 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +7.1%
|
CB Chubb | $244.34 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +159.4%
|
BRK.B Berkshire Hathaway | $397.49 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +145.2%
|
BAC Bank of America | $33.12 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +83.2%
|
AGR Avangrid | $30.02 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -16.9%
|
CME CME Group | $204.00 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +46.2%
|
CTAS Cintas | $617.16 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +292.9%
|
CINF Cincinnati Financial | $107.60 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.1%
|
JPM JPMorgan Chase & Co. | $174.80 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +121.2%
|
JNJ Johnson & Johnson | $156.43 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +40.7%
|
INTC Intel | $42.50 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -14.3%
|
HD Home Depot | $363.84 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +124.1%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $470.00 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +217.4%
|
MGA Magna International | $58.64 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +84.7%
|
UNP Union Pacific | $248.84 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +93.5%
|
APH Amphenol | $104.87 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +194.0%
|
PNC The PNC Financial Services Group | $147.93 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +54.1%
|
SYY Sysco | $79.32 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +110.1%
|
EPR EPR Properties | $42.59 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +78.0%
|
PRU Prudential Financial | $108.61 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +105.2%
|
TMUS T-Mobile US | $160.93 -0.5% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +61.1%
|
AON AON | $307.18 +1.8% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +30.6%
|
PLD Prologis | $131.66 +2.0% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +40.9%
|
SIX Six Flags Entertainment | $25.22 -1.1% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -40.4%
|
BLK BlackRock | $793.20 -0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +82.7%
|
CMA Comerica | $51.07 +1.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -22.1%
|
GOOGL Alphabet | $145.91 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +139.1%
|
ADBE Adobe | $615.86 +0.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +121.0%
|
MA Mastercard | $458.26 -0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +69.7%
|
V Visa | $275.80 -1.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +57.6%
|
UNH UnitedHealth Group | $520.01 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +122.9%
|
PHM PulteGroup | $103.26 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +197.8%
|
ZTS Zoetis | $195.73 -0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +61.1%
|
WPC W. P. Carey | $61.34 +0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -30.0%
|
STI SunTrust Banks | $1.16 -33.7% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -98.1%
|
BABA Alibaba Group | $70.74 -3.9% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $160.21 +0.9% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $202.89 -0.1% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $51.07 +1.7% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $244.34 -1.0% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $70.74 -3.9% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $93.20 -0.7% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $189.56 +1.1% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $735.56 +1.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $64.07 +0.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $41.82 -0.5% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GPT Gramercy Property Trust | $27.48
| Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
LII Lennox International | $448.35 +2.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $25.66 -0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $40.38 +1.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $238.44 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $96.59 +1.9% | Sale $1,001 - $15,000 | 9/13/2018 | 8/7/2018 | |
TWX Time Warner | $98.77
| Exchange $1,001 - $15,000 | 7/5/2018 | 6/15/2018 | |
LTC LTC Properties | $30.64 +1.1% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $108.61 -0.5% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $16.24 -1.0% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -71.9%
|
CMS CMS Energy | $56.27 -0.2% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $56.28 -0.2% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $53.88 -0.4% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $107.60 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $617.16 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $204.00 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $59.83 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $84.26 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $41.25 -3.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.33
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $724.16 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $245.88 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $44.18 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $53.88 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $92.65 -3.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $202.89 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $85.80 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $735.56 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $42.59 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $252.14 +4.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $229.34 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $54.07 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $470.00 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $64.07 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $195.73 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $58.00 -0.6% | 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 | $110.54 +11.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $169.37 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $174.80 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $156.43 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $42.50 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $85.38 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $363.84 +0.3% | 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 | $41.82 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $126.61 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $414.11 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $124.48 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $39.86 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $238.44 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $122.75 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $61.34 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $16.24 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $275.80 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.91 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $448.35 +2.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LPT Liberty Property Trust | $61.95
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LTC LTC Properties | $30.64 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $520.01 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $40.38 +1.2% | 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 | $550.90 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $79.32 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $1.16 -33.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $96.59 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $25.22 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $103.26 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $158.64 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $25.66 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $147.93 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $173.85 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $58.64 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $458.26 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $291.93 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $145.91 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $75.94 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $121.83 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $104.87 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $188.32 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $20.01 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $16.82 -2.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $30.02 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $9.79 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $33.12 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $397.49 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $793.20 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $120.27 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $48.35 -0.3% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |