IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.13 -0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +0.9%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.70 -0.3% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +2.4%
|
UNP Union Pacific | $248.84 -0.1% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +17.3%
|
EOG EOG Resources | $113.06 +0.5% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | -11.8%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $55.52 -0.3% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +11.8%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $55.52 -0.3% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +11.8%
|
PFE Pfizer | $27.56
| Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -33.0%
|
PARA Paramount Global | $13.01 +1.2% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -42.4%
|
CMI Cummins | $249.92 +0.7% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -3.2%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.84 0.0% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.6%
|
SCHP Schwab U.S. TIPS ETF | $51.69 -0.1% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -4.0%
|
DGX Quest Diagnostics | $126.54 -0.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -15.9%
|
EFA iShares MSCI EAFE ETF | $75.05 -0.2% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +15.9%
|
TXN Texas Instruments | $160.21 +0.9% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | -10.7%
|
TGT Target | $147.42 +0.5% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -14.9%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.70 -0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.7%
|
FHYS Federated Hermes Short Duration High Yield ETF | $22.93 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.5%
|
FDEV Fidelity International Multifactor ETF | $26.52 -0.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +20.4%
|
VUG Vanguard Growth ETF | $334.03 +0.2% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +57.2%
|
VYM Vanguard High Dividend Yield ETF | $112.99 +0.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +7.4%
|
IJR iShares Core S&P Small-Cap ETF | $104.76 +1.4% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +6.6%
|
SCHP Schwab U.S. TIPS ETF | $51.69 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -0.9%
|
EMR Emerson Electric | $102.38 -1.6% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +13.7%
|
UPS United Parcel Service | $147.90 +0.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -24.6%
|
TGT Target | $147.42 +0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -11.7%
|
CLX Clorox | $154.18 -0.9% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -10.7%
|
APD Air Products and Chemicals | $219.91 +2.1% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -26.3%
|
LHX L3Harris Technologies | $209.30 -0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -6.3%
|
GILD Gilead Sciences | $73.80 -0.8% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +9.6%
|
BMY Bristol-Myers Squibb | $48.71 +0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -18.0%
|
GD General Dynamics | $269.00 0.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +37.6%
|
DGX Quest Diagnostics | $126.54 -0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -9.6%
|
MRK Merck & Co., Inc. | $126.61 -0.7% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $160.21 +0.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -14.3%
|
HRL Hormel Foods | $29.47 -0.9% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -37.2%
|
BLK BlackRock | $793.20 -0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -7.8%
|
D Dominion Energy | $44.18 -0.7% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -41.7%
|
WM Waste Management | $189.51 -0.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +64.0%
|
ABT Abbott Laboratories | $112.43 -0.8% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -3.1%
|
D Dominion Energy | $44.18 -0.7% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -35.0%
|
IRM Iron Mountain | $68.54 +1.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +96.3%
|
JNJ Johnson & Johnson | $156.43 -1.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +2.2%
|
PG Procter & Gamble | $158.64 -0.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +29.9%
|
VTRS Viatris | $11.56 -1.5% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -14.9%
|
CLX Clorox | $154.18 -0.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -13.5%
|
CSCO Cisco Systems | $49.95 +0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +12.1%
|
AMGN Amgen | $294.85 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +32.9%
|
UNP Union Pacific | $248.84 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +43.3%
|
HRL Hormel Foods | $29.47 -0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -42.4%
|
CVX Chevron | $154.06 +1.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +78.1%
|
CVS CVS Health | $75.09 -1.3% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +18.7%
|
ABT Abbott Laboratories | $112.43 -0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +12.6%
|
AFL Aflac | $78.11 -0.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +115.2%
|
MO Altria Group | $40.08 -0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -5.7%
|
BUD Anheuser-Busch InBev SA/NV | $65.61 +0.1% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +17.9%
|
BECN Beacon Roofing Supply | $86.33 +1.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +195.3%
|
BTI British American Tobacco | $31.47 +7.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -10.9%
|
CSCO Cisco Systems | $49.95 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +7.9%
|
CLX Clorox | $154.18 -0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -32.5%
|
GLW Corning | $31.73 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.9%
|
D Dominion Energy | $44.18 -0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -46.2%
|
DOV Dover | $160.11 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +52.8%
|
EMR Emerson Electric | $102.38 -1.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +64.4%
|
ENR Energizer | $31.75 -0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -35.4%
|
HAL Halliburton | $35.03 +0.8% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +139.1%
|
JNJ Johnson & Johnson | $156.43 -1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +6.5%
|
MCD McDonald's | $291.93 +1.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +48.8%
|
MDLZ Mondelez International | $74.76 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +34.2%
|
PG Procter & Gamble | $158.64 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +24.1%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $36.47 +0.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +3.5%
|
USB U.S. Bancorp | $40.38 +1.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +11.2%
|
WM Waste Management | $189.51 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +76.3%
|
YUMC Yum China | $39.65 -1.8% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -24.6%
|
AMGN Amgen | $294.85 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.5%
|
CVX Chevron | $154.06 +1.3% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +117.9%
|
QCOM QUALCOMM | $148.18 +1.6% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +129.8%
|
PFE Pfizer | $27.56
| Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -20.4%
|
EXC Exelon | $33.75 -1.0% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -25.8%
|
ABBV AbbVie | $174.79 -0.1% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +136.8%
|
PSX Phillips 66 | $146.81 +0.2% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +49.0%
|
CVS CVS Health | $75.09 -1.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +42.5%
|
BTI British American Tobacco | $31.47 +7.0% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -11.3%
|
KHC Kraft Heinz | $36.47 +0.2% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -23.6%
|
BTI British American Tobacco | $31.47 +7.0% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -11.3%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |