VZ Verizon Communications | $40.06 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.5%
|
ABBV AbbVie | $166.42 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +21.0%
|
AMZN Amazon.com | $184.70 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +53.8%
|
JEF Jefferies Financial Group | $47.32 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +55.1%
|
UNP Union Pacific | $244.97 -0.4% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +26.9%
|
KLAC KLA | $747.68 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +62.1%
|
CSCO Cisco Systems | $48.17 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -3.4%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $212.08 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +55.9%
|
WFC Wells Fargo & Company | $61.08 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +48.1%
|
USB U.S. Bancorp | $41.43 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +35.1%
|
REIT ALPS Active REIT ETF | $25.52 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +9.0%
|
CVS CVS Health | $57.68 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -14.7%
|
AEP American Electric Power | $92.67 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.7%
|
WBA Walgreens Boots Alliance | $18.18 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -39.4%
|
BAC Bank of America | $39.29 +0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +38.8%
|
DE Deere & Company | $397.02 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.1%
|
CAT Caterpillar | $356.27 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +68.2%
|
NTAP NetApp | $110.47 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +58.2%
|
C Citigroup | $64.07 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +43.7%
|
PFE Pfizer | $28.64 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -23.8%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $100.22 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +19.5%
|
BMO Bank of Montreal | $95.22 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.0%
|
ARCC Ares Capital | $21.28 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.0%
|
SPGI S&P Global | $441.88 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.3%
|
ROP Roper Technologies | $541.89 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.6%
|
BRK.B Berkshire Hathaway | $416.94 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.7%
|
BDX Becton, Dickinson and Company | $236.30 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.3%
|
BCE BCE | $34.34
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -23.8%
|
BAC Bank of America | $39.29 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +39.5%
|
AGR Avangrid | $35.84 -4.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.9%
|
T AT&T | $17.40 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.9%
|
ASML ASML | $924.97 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.6%
|
AON AON | $292.45 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.0%
|
BUD Anheuser-Busch InBev SA/NV | $67.42 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.6%
|
AWK American Water Works | $133.76 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.1%
|
AEP American Electric Power | $92.67 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.3%
|
ADBE Adobe | $483.43 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.3%
|
ACN Accenture | $303.59 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.1%
|
PWR Quanta Services | $264.40 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +53.0%
|
KO Coca-Cola | $63.03 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.3%
|
CME CME Group | $213.14 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.4%
|
CSCO Cisco Systems | $48.17 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.8%
|
CTAS Cintas | $692.14 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.1%
|
CINF Cincinnati Financial | $120.06 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.9%
|
BX Blackstone | $125.67 -1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.4%
|
NNN NNN REIT | $42.56 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.0%
|
NEE NextEra Energy | $76.09 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.7%
|
MAA Mid-America Apartment Communities | $137.74 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.7%
|
MET MetLife | $74.22 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +40.6%
|
MRK Merck & Co., Inc. | $131.19 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.8%
|
MCD McDonald's | $272.38 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.6%
|
MA Mastercard | $460.27 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.4%
|
LCID Lucid Group | $2.84 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -62.7%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.9%
|
IPG Interpublic Group of Companies | $31.78 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.2%
|
HCA HCA Healthcare | $322.86 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.3%
|
HIG The Hartford Financial Services Group | $103.17 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.3%
|
GILD Gilead Sciences | $67.72 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.8%
|
GIS General Mills | $71.24 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.7%
|
FHN First Horizon | $16.01 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.9%
|
FITB Fifth Third Bancorp | $38.56 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +53.9%
|
ES Eversource Energy | $60.96 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.0%
|
EQIX Equinix | $799.83 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.1%
|
ETR Entergy | $113.03 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.3%
|
EMR Emerson Electric | $112.88 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.8%
|
EW Edwards Lifesciences | $89.14 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.2%
|
DUK Duke Energy | $103.89 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.9%
|
D Dominion Energy | $53.50 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.1%
|
DECK Deckers Outdoor | $888.56 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +97.5%
|
DHR Danaher | $265.80 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.3%
|
COST Costco Wholesale | $795.81 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +63.6%
|
CMCSA Comcast | $39.27 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.5%
|
CCI Crown Castle | $102.89 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.3%
|
QCOM QUALCOMM | $193.86 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +86.4%
|
PLD Prologis | $111.50 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.6%
|
PG Procter & Gamble | $167.64 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.3%
|
PEP PepsiCo | $182.19 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.9%
|
PAYX Paychex | $125.65 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.5%
|
ODFL Old Dominion Freight Line | $183.07 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.0%
|
NXPI NXP Semiconductors | $267.72 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.3%
|
TMUS T-Mobile US | $164.00 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.8%
|
SON Sonoco Products | $60.28 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.4%
|
ZTS Zoetis | $174.06 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.3%
|
DIS Walt Disney | $103.25 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.1%
|
SHW Sherwin-Williams | $312.40 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.9%
|
TJX TJX Companies | $100.29 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +32.1%
|
VZ Verizon Communications | $40.06 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.0%
|
UNH UnitedHealth Group | $524.63 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.8%
|
V Visa | $280.10 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.4%
|
TMO Thermo Fisher Scientific | $595.30 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.3%
|
TRU TransUnion | $77.72 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.6%
|
TT Trane Technologies | $328.64 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +96.2%
|
SO Southern | $79.54 +1.1% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +13.9%
|
SBUX Starbucks | $77.85 +3.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -20.9%
|
BAC Bank of America | $39.29 +0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +12.4%
|
BDX Becton, Dickinson and Company | $236.30 -0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -10.1%
|
GILD Gilead Sciences | $67.72 -0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +3.7%
|
PWR Quanta Services | $264.40 +0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +80.2%
|
BUD Anheuser-Busch InBev SA/NV | $67.42 +1.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +35.1%
|
CRL Charles River Laboratories International | $221.61 -1.4% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +3.6%
|
AMAT Applied Materials | $212.08 -0.9% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +102.0%
|
DIS Walt Disney | $103.25 -0.1% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -12.1%
|
EXPE Expedia Group | $114.01 +0.5% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +5.2%
|
KLAC KLA | $747.68 -0.2% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +136.0%
|
KLAC KLA | $747.68 -0.2% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +136.0%
|
ALLY Ally Financial | $40.12 -0.6% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +15.2%
|
SYF Synchrony Financial | $43.94 +1.1% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +15.4%
|
KLAC KLA | $747.68 -0.2% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +103.7%
|
UNP Union Pacific | $244.97 -0.4% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -5.0%
|
UNP Union Pacific | $244.97 -0.4% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -5.0%
|
KLAC KLA | $747.68 -0.2% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +103.7%
|
C Citigroup | $64.07 -0.1% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +13.2%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +26.8%
|
AMZN Amazon.com | $184.70 +0.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +8.4%
|
HD Home Depot | $344.21 +0.4% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +1.8%
|
LCID Lucid Group | $2.84 -1.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -87.4%
|
WMT Walmart | $64.65 +1.0% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +40.2%
|
PFE Pfizer | $28.64 -1.0% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -30.9%
|
CAT Caterpillar | $356.27 +1.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +85.1%
|
WFC Wells Fargo & Company | $61.08 +0.0% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +27.4%
|
FHN First Horizon | $16.01 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -1.7%
|
ES Eversource Energy | $60.96 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.4%
|
EXPE Expedia Group | $114.01 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -30.4%
|
MRK Merck & Co., Inc. | $131.19 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +83.2%
|
MA Mastercard | $460.27 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +32.4%
|
HCA HCA Healthcare | $322.86 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +33.0%
|
HIG The Hartford Financial Services Group | $103.17 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +46.9%
|
GIS General Mills | $71.24 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.1%
|
FITB Fifth Third Bancorp | $38.56 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.1%
|
AMZN Amazon.com | $184.70 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +12.4%
|
AEP American Electric Power | $92.67 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.2%
|
AWK American Water Works | $133.76 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.9%
|
AMAT Applied Materials | $212.08 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +64.7%
|
ASML ASML | $924.97 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +24.1%
|
T AT&T | $17.40 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -35.6%
|
BCE BCE | $34.34
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.4%
|
CRL Charles River Laboratories International | $221.61 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -46.3%
|
CSCO Cisco Systems | $48.17 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -11.5%
|
DHR Danaher | $265.80 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -12.7%
|
EQIX Equinix | $799.83 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.2%
|
TJX TJX Companies | $100.29 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +52.0%
|
SPGI S&P Global | $441.88 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +4.0%
|
ROP Roper Technologies | $541.89 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +21.5%
|
QCOM QUALCOMM | $193.86 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +50.3%
|
PLD Prologis | $111.50 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -11.1%
|
PFE Pfizer | $28.64 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -33.4%
|
PEP PepsiCo | $182.19 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +21.1%
|
ODFL Old Dominion Freight Line | $183.07 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +28.0%
|
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -3.1%
|
NWL Newell Brands | $8.11 -3.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -63.4%
|
NNN NNN REIT | $42.56 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -1.5%
|
VZ Verizon Communications | $40.06 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.8%
|
SYF Synchrony Financial | $43.94 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -10.1%
|
ZTS Zoetis | $174.06 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -16.8%
|
DIS Walt Disney | $103.25 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -43.2%
|
WMT Walmart | $64.65 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +30.6%
|
V Visa | $280.10 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +24.9%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.8%
|
TRU TransUnion | $77.72 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.5%
|
TT Trane Technologies | $328.64 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +63.5%
|
TMO Thermo Fisher Scientific | $595.30 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.3%
|
NXPI NXP Semiconductors | $267.72 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +26.3%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -11.0%
|
ADBE Adobe | $483.43 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.3%
|
ALLY Ally Financial | $40.12 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -22.7%
|
AON AON | $292.45 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +0.6%
|
ARCC Ares Capital | $21.28 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.2%
|
AGR Avangrid | $35.84 -4.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.2%
|
BRK.B Berkshire Hathaway | $416.94 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +46.2%
|
BX Blackstone | $125.67 -1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -2.1%
|
CTAS Cintas | $692.14 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +74.6%
|
CME CME Group | $213.14 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.9%
|
KO Coca-Cola | $63.03 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +11.0%
|
CMCSA Comcast | $39.27 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -36.4%
|
COST Costco Wholesale | $795.81 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +72.6%
|
EW Edwards Lifesciences | $89.14 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -26.1%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.0%
|
PGX Invesco Preferred ETF | $11.59 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.9%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +27.6%
|
SHW Sherwin-Williams | $312.40 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.2%
|
SBUX Starbucks | $77.85 +3.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -33.7%
|
TMUS T-Mobile US | $164.00 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.5%
|
CVS CVS Health | $57.68 +0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -31.2%
|
TMUS T-Mobile US | $164.00 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.7%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +27.7%
|
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +27.7%
|
TT Trane Technologies | $328.64 +1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +69.5%
|
TMO Thermo Fisher Scientific | $595.30 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.0%
|
SBUX Starbucks | $77.85 +3.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -34.0%
|
PFE Pfizer | $28.64 -1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -37.7%
|
NXPI NXP Semiconductors | $267.72 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.3%
|
NTAP NetApp | $110.47 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +34.3%
|
MS Morgan Stanley | $100.22 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -0.5%
|
MA Mastercard | $460.27 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.2%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +30.2%
|
HD Home Depot | $344.21 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +4.7%
|
EW Edwards Lifesciences | $89.14 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -22.0%
|
CVS CVS Health | $57.68 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -29.4%
|
CTAS Cintas | $692.14 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +76.4%
|
BX Blackstone | $125.67 -1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.0%
|
AMAT Applied Materials | $212.08 -0.9% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +49.4%
|
AON AON | $292.45 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.8%
|
REIT ALPS Active REIT ETF | $25.52 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $40.12 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -22.5%
|
ADBE Adobe | $483.43 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.2%
|
ACN Accenture | $303.59 -1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -5.0%
|
ABBV AbbVie | $166.42 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +45.9%
|
VZ Verizon Communications | $40.06 -0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -27.3%
|
ZTS Zoetis | $174.06 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -12.8%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $18.18 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -61.7%
|
V Visa | $280.10 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +16.7%
|
QCOM QUALCOMM | $193.86 +0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +30.2%
|
GIS General Mills | $71.24 -0.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +20.0%
|
CSCO Cisco Systems | $48.17 -0.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -13.1%
|
HCA HCA Healthcare | $322.86 +0.0% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +28.6%
|
WM Waste Management | $210.44 -0.8% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +97.5%
|
QCOM QUALCOMM | $193.86 +0.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +116.6%
|
CSCO Cisco Systems | $48.17 -0.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +3.6%
|
GIS General Mills | $71.24 -0.2% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +15.3%
|
HCA HCA Healthcare | $322.86 +0.0% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +221.1%
|
NEE NextEra Energy | $76.09 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.5%
|
ZTS Zoetis | $174.06 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +87.8%
|
XEL Xcel Energy | $55.52 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +11.0%
|
DIS Walt Disney | $103.25 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +20.4%
|
WMT Walmart | $64.65 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.7%
|
WPC W. P. Carey | $60.11 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.0%
|
V Visa | $280.10 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +106.4%
|
VZ Verizon Communications | $40.06 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -20.4%
|
UNH UnitedHealth Group | $524.63 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +169.2%
|
TT Trane Technologies | $328.64 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +361.2%
|
TMO Thermo Fisher Scientific | $595.30 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +133.2%
|
TMUS T-Mobile US | $164.00 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +116.6%
|
PHM PulteGroup | $119.07 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +571.2%
|
PLD Prologis | $111.50 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.0%
|
PG Procter & Gamble | $167.64 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +71.6%
|
PEP PepsiCo | $182.19 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +73.2%
|
PAYX Paychex | $125.65 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +149.4%
|
T AT&T | $17.40 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -35.0%
|
ARCC Ares Capital | $21.28 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +163.4%
|
AAPL Apple | $189.87 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +238.5%
|
AWK American Water Works | $133.76 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.8%
|
AEP American Electric Power | $92.67 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +32.4%
|
GOOGL Alphabet | $176.06 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +234.0%
|
ADBE Adobe | $483.43 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.3%
|
NNN NNN REIT | $42.56 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.6%
|
MAA Mid-America Apartment Communities | $137.74 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.7%
|
MSFT Microsoft | $420.21 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +209.0%
|
ES Eversource Energy | $60.96 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -2.0%
|
CMS CMS Energy | $63.24 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.4%
|
KO Coca-Cola | $63.03 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.8%
|
CL Colgate-Palmolive | $94.13 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.7%
|
CMCSA Comcast | $39.27 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +14.9%
|
COST Costco Wholesale | $795.81 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +178.7%
|
DHR Danaher | $265.80 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +119.0%
|
D Dominion Energy | $53.50 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -9.9%
|
DUK Duke Energy | $103.89 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.9%
|
EW Edwards Lifesciences | $89.14 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.1%
|
ESS Essex Property Trust | $266.29 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +46.1%
|
MRK Merck & Co., Inc. | $131.19 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $272.38 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +98.7%
|
MA Mastercard | $460.27 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +126.4%
|
LAMR Lamar Advertising | $119.91 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +270.9%
|
KMB Kimberly-Clark | $134.29 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +19.5%
|
CB Chubb | $274.28 +3.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +191.2%
|
BRK.B Berkshire Hathaway | $416.94 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +157.2%
|
BAC Bank of America | $39.29 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +117.3%
|
AGR Avangrid | $35.84 -4.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.8%
|
CME CME Group | $213.14 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +52.7%
|
CTAS Cintas | $692.14 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +340.7%
|
CINF Cincinnati Financial | $120.06 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +79.8%
|
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +159.1%
|
JNJ Johnson & Johnson | $154.64 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +39.1%
|
INTC Intel | $31.83 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -35.8%
|
HD Home Depot | $344.21 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +112.0%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $471.91 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +218.6%
|
MGA Magna International | $47.49 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +49.6%
|
UNP Union Pacific | $244.97 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +90.4%
|
APH Amphenol | $131.91 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +269.9%
|
PNC The PNC Financial Services Group | $160.35 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +67.0%
|
SYY Sysco | $75.91 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +101.1%
|
EPR EPR Properties | $42.57 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +77.9%
|
PRU Prudential Financial | $121.31 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +129.2%
|
TMUS T-Mobile US | $164.00 +0.3% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +64.2%
|
AON AON | $292.45 +0.1% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +24.3%
|
PLD Prologis | $111.50 +0.6% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +19.4%
|
SIX Six Flags Entertainment | $25.73 -1.2% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -39.2%
|
BLK BlackRock | $812.22 +0.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +87.1%
|
CMA Comerica | $54.83 +0.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -16.4%
|
GOOGL Alphabet | $176.06 +1.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +188.5%
|
ADBE Adobe | $483.43 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +73.4%
|
MA Mastercard | $460.27 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +70.5%
|
V Visa | $280.10 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +60.1%
|
UNH UnitedHealth Group | $524.63 +0.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +124.9%
|
PHM PulteGroup | $119.07 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +243.3%
|
ZTS Zoetis | $174.06 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +43.2%
|
WPC W. P. Carey | $60.11 +0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -31.4%
|
STI SunTrust Banks | $2.13 -3.2% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.6%
|
BABA Alibaba Group | $88.54 +2.1% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $195.02 +0.0% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $233.66 +0.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $54.83 +0.6% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $274.28 +3.5% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $88.54 +2.1% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $105.26 +0.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $177.46 +1.5% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $770.00 -0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $71.24 -0.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $44.98 +0.2% | 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 | $489.86 -0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $29.59 -0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $41.43 -0.5% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $259.10 -0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $77.85 +3.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/7/2018 | |
TWX Time Warner | $98.77
| Exchange $1,001 - $15,000 | 7/5/2018 | 6/15/2018 | |
LTC LTC Properties | $34.76 +0.3% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $121.31 +1.2% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $18.60 +0.8% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -67.8%
|
CMS CMS Energy | $63.24 +0.1% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $76.09 -0.4% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $59.19 +0.8% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $120.06 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $692.14 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $213.14 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $63.03 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $94.13 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $39.27 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.32 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $795.81 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $265.80 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $53.50 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $59.19 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $103.89 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $233.66 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $89.14 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $770.00 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $42.57 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $248.75 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $266.29 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $60.96 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $471.91 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $71.24 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $174.06 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $55.52 -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 | $103.25 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $64.65 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $204.79 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $154.64 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $31.83 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $92.65 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $344.21 +0.4% | 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 | $44.98 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $131.19 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $420.21 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $137.74 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $42.56 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $259.10 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $125.65 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $60.11 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $18.60 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $280.10 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $40.06 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $489.86 -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 | $34.76 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $524.63 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $41.43 -0.5% | 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 | $595.30 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $75.91 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.13 -3.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $77.85 +3.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $25.73 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $119.07 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $167.64 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $29.59 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $160.35 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $182.19 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $47.49 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $460.27 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $272.38 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $176.06 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $92.67 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $133.76 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $131.91 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $189.87 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.28 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.40 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $35.84 -4.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $9.40 -1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $39.29 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $416.94 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $812.22 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $134.29 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $61.08 +0.0% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |