IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.18 +0.3% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +1.0%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.19 +0.7% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +1.9%
|
UNP Union Pacific | $246.10 +0.5% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +16.0%
|
EOG EOG Resources | $128.90 -0.4% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +0.6%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $58.76 +1.0% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +18.3%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $58.76 +1.0% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +18.3%
|
PFE Pfizer | $28.76 +1.3% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -30.1%
|
PARA Paramount Global | $12.59 +2.1% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -44.3%
|
CMI Cummins | $293.21 -0.7% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +13.6%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.51 +0.2% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.2%
|
SCHP Schwab U.S. TIPS ETF | $51.98 +0.5% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -3.4%
|
DGX Quest Diagnostics | $140.79 +1.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -6.4%
|
EFA iShares MSCI EAFE ETF | $81.66 +0.9% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +26.1%
|
TXN Texas Instruments | $195.46 +2.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +8.9%
|
TGT Target | $157.72 -0.8% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -9.0%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.19 +0.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.1%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.01 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.9%
|
FDEV Fidelity International Multifactor ETF | $27.87 +0.6% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +26.5%
|
VUG Vanguard Growth ETF | $350.80 +1.5% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +65.0%
|
VYM Vanguard High Dividend Yield ETF | $120.97 +0.6% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +15.0%
|
IJR iShares Core S&P Small-Cap ETF | $110.66 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +12.6%
|
SCHP Schwab U.S. TIPS ETF | $51.98 +0.5% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -0.4%
|
EMR Emerson Electric | $114.47 +0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +27.1%
|
UPS United Parcel Service | $148.37 +0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -24.3%
|
TGT Target | $157.72 -0.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -5.5%
|
CLX Clorox | $138.33 -0.2% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -19.9%
|
APD Air Products and Chemicals | $251.06 +1.0% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -15.8%
|
LHX L3Harris Technologies | $221.72 +0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -0.8%
|
GILD Gilead Sciences | $67.46 -0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +0.2%
|
BMY Bristol-Myers Squibb | $44.60 -0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -24.9%
|
GD General Dynamics | $294.22 +0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +50.5%
|
DGX Quest Diagnostics | $140.79 +1.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +0.6%
|
MRK Merck & Co., Inc. | $131.21 +2.0% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $195.46 +2.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +4.6%
|
HRL Hormel Foods | $35.65 -0.4% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -24.0%
|
BLK BlackRock | $814.71 +1.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -5.3%
|
D Dominion Energy | $53.22 +0.7% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -29.7%
|
WM Waste Management | $208.94 -0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +80.9%
|
ABT Abbott Laboratories | $104.55 +0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -9.9%
|
D Dominion Energy | $53.22 +0.7% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -21.7%
|
IRM Iron Mountain | $82.19 +2.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +135.4%
|
JNJ Johnson & Johnson | $152.39 +0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -0.4%
|
PG Procter & Gamble | $166.20 +0.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +36.1%
|
VTRS Viatris | $11.04 -0.9% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -18.8%
|
CLX Clorox | $138.33 -0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -22.4%
|
CSCO Cisco Systems | $49.51 +1.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +11.1%
|
AMGN Amgen | $319.84 +2.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +44.1%
|
UNP Union Pacific | $246.10 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +41.7%
|
HRL Hormel Foods | $35.65 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -30.3%
|
CVX Chevron | $162.83 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +88.3%
|
CVS CVS Health | $55.89 -0.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -11.7%
|
ABT Abbott Laboratories | $104.55 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.7%
|
AFL Aflac | $87.05 +0.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +139.9%
|
MO Altria Group | $45.80 +0.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +7.7%
|
BUD Anheuser-Busch InBev SA/NV | $66.18 +0.8% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +18.9%
|
BECN Beacon Roofing Supply | $99.14 +3.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +239.2%
|
BTI British American Tobacco | $31.32 +0.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -11.3%
|
CSCO Cisco Systems | $49.51 +1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +7.0%
|
CLX Clorox | $138.33 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -39.5%
|
GLW Corning | $35.02 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.8%
|
D Dominion Energy | $53.22 +0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -35.1%
|
DOV Dover | $184.91 +0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +76.5%
|
EMR Emerson Electric | $114.47 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +83.8%
|
ENR Energizer | $30.90 +0.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -37.1%
|
HAL Halliburton | $37.33 -0.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +154.8%
|
JNJ Johnson & Johnson | $152.39 +0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +3.8%
|
MCD McDonald's | $274.10 +1.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +39.7%
|
MDLZ Mondelez International | $71.73 -0.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +28.8%
|
PG Procter & Gamble | $166.20 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +30.0%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $35.91 -0.8% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +1.9%
|
USB U.S. Bancorp | $42.03 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.7%
|
WM Waste Management | $208.94 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +94.3%
|
YUMC Yum China | $38.92 -0.8% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -26.0%
|
AMGN Amgen | $319.84 +2.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +25.3%
|
CVX Chevron | $162.83 -0.5% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +130.3%
|
QCOM QUALCOMM | $194.81 +3.1% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +202.1%
|
PFE Pfizer | $28.76 +1.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -16.9%
|
EXC Exelon | $38.80 +1.0% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -14.7%
|
ABBV AbbVie | $163.45 +1.2% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +121.5%
|
PSX Phillips 66 | $145.91 +0.7% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +48.1%
|
CVS CVS Health | $55.89 -0.2% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +6.1%
|
BTI British American Tobacco | $31.32 +0.7% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -11.7%
|
KHC Kraft Heinz | $35.91 -0.8% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -24.8%
|
BTI British American Tobacco | $31.32 +0.7% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -11.7%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |