VZ Verizon Communications | $40.53 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +15.8%
|
ABBV AbbVie | $163.34 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +18.7%
|
AMZN Amazon.com | $185.03 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.1%
|
JEF Jefferies Financial Group | $47.14 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.5%
|
UNP Union Pacific | $245.85 +0.4% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +27.3%
|
KLAC KLA | $754.37 +3.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +63.6%
|
CSCO Cisco Systems | $49.55 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -0.6%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $215.78 +2.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +58.6%
|
WFC Wells Fargo & Company | $61.97 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +50.3%
|
USB U.S. Bancorp | $42.00 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +36.9%
|
REIT ALPS Active REIT ETF | $25.52 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +9.0%
|
CVS CVS Health | $55.73 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -17.6%
|
AEP American Electric Power | $92.05 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.9%
|
WBA Walgreens Boots Alliance | $18.00 -1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -40.0%
|
BAC Bank of America | $38.84 +0.9% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +37.2%
|
DE Deere & Company | $414.89 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.1%
|
CAT Caterpillar | $358.37 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +69.2%
|
NTAP NetApp | $110.45 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +58.2%
|
C Citigroup | $63.72 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +42.9%
|
PFE Pfizer | $28.87 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -23.2%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $100.39 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +19.7%
|
BMO Bank of Montreal | $95.16 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.9%
|
ARCC Ares Capital | $21.24 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.8%
|
SPGI S&P Global | $434.62 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.3%
|
ROP Roper Technologies | $531.09 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.2%
|
BRK.B Berkshire Hathaway | $411.88 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.1%
|
BDX Becton, Dickinson and Company | $237.17 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.9%
|
BCE BCE | $34.54 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -23.3%
|
BAC Bank of America | $38.84 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.9%
|
AGR Avangrid | $37.54 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.4%
|
T AT&T | $17.22 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.7%
|
ASML ASML | $932.23 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +31.6%
|
AON AON | $288.45 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.3%
|
BUD Anheuser-Busch InBev SA/NV | $66.21 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.4%
|
AWK American Water Works | $133.26 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.5%
|
AEP American Electric Power | $92.05 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.6%
|
ADBE Adobe | $487.18 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.3%
|
ACN Accenture | $306.08 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.9%
|
PWR Quanta Services | $270.69 +2.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.6%
|
KO Coca-Cola | $63.17 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.6%
|
CME CME Group | $208.36 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.7%
|
CSCO Cisco Systems | $49.55 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.1%
|
CTAS Cintas | $691.92 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.1%
|
CINF Cincinnati Financial | $117.13 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.9%
|
BX Blackstone | $129.97 +3.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +55.6%
|
NNN NNN REIT | $42.84 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.7%
|
NEE NextEra Energy | $76.75 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.6%
|
MAA Mid-America Apartment Communities | $137.51 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.9%
|
MET MetLife | $72.95 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +38.2%
|
MRK Merck & Co., Inc. | $131.37 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.0%
|
MCD McDonald's | $273.95 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.1%
|
MA Mastercard | $456.21 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.3%
|
LCID Lucid Group | $2.90 -7.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -61.9%
|
JPM JPMorgan Chase & Co. | $199.98 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +47.4%
|
IPG Interpublic Group of Companies | $31.63 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.6%
|
HCA HCA Healthcare | $325.70 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.3%
|
HIG The Hartford Financial Services Group | $100.06 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.8%
|
GILD Gilead Sciences | $67.62 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.9%
|
GIS General Mills | $70.03 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.1%
|
FHN First Horizon | $15.98 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.6%
|
FITB Fifth Third Bancorp | $38.73 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.6%
|
ES Eversource Energy | $60.49 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.6%
|
EQIX Equinix | $806.97 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
ETR Entergy | $112.58 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.8%
|
EMR Emerson Electric | $114.47 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.9%
|
EW Edwards Lifesciences | $89.56 +3.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.7%
|
DUK Duke Energy | $103.33 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.2%
|
D Dominion Energy | $53.09 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.3%
|
DECK Deckers Outdoor | $908.53 +3.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +101.9%
|
DHR Danaher | $262.86 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
COST Costco Wholesale | $788.75 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +62.1%
|
CMCSA Comcast | $39.17 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.2%
|
CCI Crown Castle | $103.78 +2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.6%
|
QCOM QUALCOMM | $195.32 +3.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +87.8%
|
PLD Prologis | $110.49 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -9.4%
|
PG Procter & Gamble | $166.28 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.4%
|
PEP PepsiCo | $179.74 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.2%
|
PAYX Paychex | $124.94 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.8%
|
ODFL Old Dominion Freight Line | $182.72 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.8%
|
NXPI NXP Semiconductors | $271.66 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +58.6%
|
TMUS T-Mobile US | $162.79 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.9%
|
SON Sonoco Products | $60.16 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.2%
|
ZTS Zoetis | $173.80 +2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.2%
|
DIS Walt Disney | $103.16 -2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.0%
|
SHW Sherwin-Williams | $316.73 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +39.8%
|
TJX TJX Companies | $98.39 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.6%
|
VZ Verizon Communications | $40.53 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.4%
|
UNH UnitedHealth Group | $517.81 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.4%
|
V Visa | $281.12 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.8%
|
TMO Thermo Fisher Scientific | $599.70 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.2%
|
TRU TransUnion | $79.93 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.7%
|
TT Trane Technologies | $332.11 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +98.3%
|
SO Southern | $79.23 +0.7% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +13.5%
|
SBUX Starbucks | $75.87 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -22.9%
|
BAC Bank of America | $38.84 +0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +11.2%
|
BDX Becton, Dickinson and Company | $237.17 +0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -9.8%
|
GILD Gilead Sciences | $67.62 0.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +3.6%
|
PWR Quanta Services | $270.69 +2.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +84.4%
|
BUD Anheuser-Busch InBev SA/NV | $66.21 +0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +32.7%
|
CRL Charles River Laboratories International | $235.23 +1.0% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +10.0%
|
AMAT Applied Materials | $215.78 +2.8% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +105.5%
|
DIS Walt Disney | $103.16 -2.1% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -12.2%
|
EXPE Expedia Group | $112.64 -0.7% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +3.9%
|
KLAC KLA | $754.37 +3.3% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +138.1%
|
KLAC KLA | $754.37 +3.3% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +138.1%
|
ALLY Ally Financial | $40.79 +0.0% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +17.1%
|
SYF Synchrony Financial | $43.97 -2.7% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +15.5%
|
KLAC KLA | $754.37 +3.3% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +105.5%
|
UNP Union Pacific | $245.85 +0.4% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -4.6%
|
UNP Union Pacific | $245.85 +0.4% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -4.6%
|
KLAC KLA | $754.37 +3.3% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +105.5%
|
C Citigroup | $63.72 +0.2% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +12.6%
|
AMZN Amazon.com | $185.03 -1.1% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +27.0%
|
AMZN Amazon.com | $185.03 -1.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +8.6%
|
HD Home Depot | $349.38 +2.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +3.3%
|
LCID Lucid Group | $2.90 -7.1% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -87.2%
|
WMT Walmart | $59.69 -0.3% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +29.4%
|
PFE Pfizer | $28.87 +1.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -30.3%
|
CAT Caterpillar | $358.37 +0.1% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +86.2%
|
WFC Wells Fargo & Company | $61.97 +0.1% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +29.2%
|
FHN First Horizon | $15.98 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -1.9%
|
ES Eversource Energy | $60.49 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.0%
|
EXPE Expedia Group | $112.64 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.3%
|
MRK Merck & Co., Inc. | $131.37 +2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +83.4%
|
MA Mastercard | $456.21 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.2%
|
HCA HCA Healthcare | $325.70 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +34.2%
|
HIG The Hartford Financial Services Group | $100.06 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +42.4%
|
GIS General Mills | $70.03 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.1%
|
FITB Fifth Third Bancorp | $38.73 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -8.7%
|
AMZN Amazon.com | $185.03 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +12.7%
|
AEP American Electric Power | $92.05 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +13.4%
|
AWK American Water Works | $133.26 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.2%
|
AMAT Applied Materials | $215.78 +2.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +67.6%
|
ASML ASML | $932.23 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +25.1%
|
T AT&T | $17.22 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -36.2%
|
BCE BCE | $34.54 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.0%
|
CRL Charles River Laboratories International | $235.23 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -43.0%
|
CSCO Cisco Systems | $49.55 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.0%
|
DHR Danaher | $262.86 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -13.7%
|
EQIX Equinix | $806.97 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +2.1%
|
TJX TJX Companies | $98.39 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +49.1%
|
SPGI S&P Global | $434.62 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +2.3%
|
ROP Roper Technologies | $531.09 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.0%
|
QCOM QUALCOMM | $195.32 +3.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +51.4%
|
PLD Prologis | $110.49 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -11.9%
|
PFE Pfizer | $28.87 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.9%
|
PEP PepsiCo | $179.74 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.5%
|
ODFL Old Dominion Freight Line | $182.72 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.8%
|
NEE NextEra Energy | $76.75 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.3%
|
NWL Newell Brands | $8.35 -4.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -62.3%
|
NNN NNN REIT | $42.84 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -0.8%
|
VZ Verizon Communications | $40.53 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.0%
|
SYF Synchrony Financial | $43.97 -2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -10.0%
|
ZTS Zoetis | $173.80 +2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -16.9%
|
DIS Walt Disney | $103.16 -2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -43.3%
|
WMT Walmart | $59.69 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.5%
|
V Visa | $281.12 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +25.4%
|
UNH UnitedHealth Group | $517.81 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.2%
|
TRU TransUnion | $79.93 +2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.7%
|
TT Trane Technologies | $332.11 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +65.2%
|
TMO Thermo Fisher Scientific | $599.70 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.1%
|
NXPI NXP Semiconductors | $271.66 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +28.2%
|
ACN Accenture | $306.08 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -10.2%
|
ADBE Adobe | $487.18 +2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -26.7%
|
ALLY Ally Financial | $40.79 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -21.4%
|
AON AON | $288.45 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -0.7%
|
ARCC Ares Capital | $21.24 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.0%
|
AGR Avangrid | $37.54 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -32.1%
|
BRK.B Berkshire Hathaway | $411.88 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +44.4%
|
BX Blackstone | $129.97 +3.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.3%
|
CTAS Cintas | $691.92 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +74.6%
|
CME CME Group | $208.36 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.4%
|
KO Coca-Cola | $63.17 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +11.3%
|
CMCSA Comcast | $39.17 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -36.6%
|
COST Costco Wholesale | $788.75 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +71.1%
|
EW Edwards Lifesciences | $89.56 +3.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -25.7%
|
HD Home Depot | $349.38 +2.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.6%
|
PGX Invesco Preferred ETF | $11.62 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.7%
|
JPM JPMorgan Chase & Co. | $199.98 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +24.6%
|
SHW Sherwin-Williams | $316.73 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.6%
|
SBUX Starbucks | $75.87 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.4%
|
TMUS T-Mobile US | $162.79 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.6%
|
CVS CVS Health | $55.73 -0.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -33.5%
|
TMUS T-Mobile US | $162.79 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +13.8%
|
UNH UnitedHealth Group | $517.81 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +26.0%
|
UNH UnitedHealth Group | $517.81 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +26.0%
|
TT Trane Technologies | $332.11 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +71.3%
|
TMO Thermo Fisher Scientific | $599.70 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.8%
|
SBUX Starbucks | $75.87 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -35.7%
|
PFE Pfizer | $28.87 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -37.2%
|
NXPI NXP Semiconductors | $271.66 +1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.1%
|
NTAP NetApp | $110.45 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +34.3%
|
MS Morgan Stanley | $100.39 +1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -0.3%
|
MA Mastercard | $456.21 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.1%
|
JPM JPMorgan Chase & Co. | $199.98 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +27.1%
|
HD Home Depot | $349.38 +2.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.3%
|
EW Edwards Lifesciences | $89.56 +3.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -21.7%
|
CVS CVS Health | $55.73 -0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -31.7%
|
CTAS Cintas | $691.92 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +76.3%
|
BX Blackstone | $129.97 +3.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +13.8%
|
AMAT Applied Materials | $215.78 +2.8% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +52.0%
|
AON AON | $288.45 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +9.3%
|
REIT ALPS Active REIT ETF | $25.52 +1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $40.79 +0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -21.2%
|
ADBE Adobe | $487.18 +2.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -22.6%
|
ACN Accenture | $306.08 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -4.2%
|
ABBV AbbVie | $163.34 +1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +43.2%
|
VZ Verizon Communications | $40.53 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -26.5%
|
ZTS Zoetis | $173.80 +2.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -13.0%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $18.00 -1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -62.1%
|
V Visa | $281.12 +1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +17.1%
|
QCOM QUALCOMM | $195.32 +3.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +31.2%
|
GIS General Mills | $70.03 -1.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +18.0%
|
CSCO Cisco Systems | $49.55 +1.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -10.6%
|
HCA HCA Healthcare | $325.70 +1.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +29.8%
|
WM Waste Management | $209.12 -0.4% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +96.2%
|
QCOM QUALCOMM | $195.32 +3.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +118.2%
|
CSCO Cisco Systems | $49.55 +1.2% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +6.6%
|
GIS General Mills | $70.03 -1.2% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +13.3%
|
HCA HCA Healthcare | $325.70 +1.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +223.9%
|
NEE NextEra Energy | $76.75 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.0%
|
ZTS Zoetis | $173.80 +2.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +87.6%
|
XEL Xcel Energy | $55.93 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +11.9%
|
DIS Walt Disney | $103.16 -2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +20.3%
|
WMT Walmart | $59.69 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.7%
|
WPC W. P. Carey | $59.61 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +35.9%
|
V Visa | $281.12 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +107.1%
|
VZ Verizon Communications | $40.53 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -19.4%
|
UNH UnitedHealth Group | $517.81 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +165.7%
|
TT Trane Technologies | $332.11 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +366.1%
|
TMO Thermo Fisher Scientific | $599.70 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +134.9%
|
TMUS T-Mobile US | $162.79 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.0%
|
PHM PulteGroup | $121.80 +4.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +586.6%
|
PLD Prologis | $110.49 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +74.4%
|
PG Procter & Gamble | $166.28 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.2%
|
PEP PepsiCo | $179.74 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.9%
|
PAYX Paychex | $124.94 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +147.9%
|
T AT&T | $17.22 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -35.7%
|
ARCC Ares Capital | $21.24 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +162.9%
|
AAPL Apple | $190.36 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +239.4%
|
AWK American Water Works | $133.26 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.3%
|
AEP American Electric Power | $92.05 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +31.5%
|
GOOGL Alphabet | $171.76 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +225.9%
|
ADBE Adobe | $487.18 +2.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.6%
|
NNN NNN REIT | $42.84 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.7%
|
MAA Mid-America Apartment Communities | $137.51 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.4%
|
MSFT Microsoft | $422.70 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +210.9%
|
ES Eversource Energy | $60.49 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -2.8%
|
CMS CMS Energy | $62.97 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.8%
|
KO Coca-Cola | $63.17 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.2%
|
CL Colgate-Palmolive | $94.55 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.4%
|
CMCSA Comcast | $39.17 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +14.6%
|
COST Costco Wholesale | $788.75 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +176.2%
|
DHR Danaher | $262.86 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +116.5%
|
D Dominion Energy | $53.09 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -10.6%
|
DUK Duke Energy | $103.33 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.1%
|
EW Edwards Lifesciences | $89.56 +3.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.9%
|
ESS Essex Property Trust | $265.34 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +45.6%
|
MRK Merck & Co., Inc. | $131.37 +2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $273.95 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +99.8%
|
MA Mastercard | $456.21 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +124.4%
|
LAMR Lamar Advertising | $121.48 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +275.8%
|
KMB Kimberly-Clark | $134.47 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +19.7%
|
CB Chubb | $252.33 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +167.9%
|
BRK.B Berkshire Hathaway | $411.88 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +154.0%
|
BAC Bank of America | $38.84 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +114.8%
|
AGR Avangrid | $37.54 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +3.9%
|
CME CME Group | $208.36 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +49.3%
|
CTAS Cintas | $691.92 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +340.5%
|
CINF Cincinnati Financial | $117.13 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +75.4%
|
JPM JPMorgan Chase & Co. | $199.98 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +153.0%
|
JNJ Johnson & Johnson | $152.20 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +36.9%
|
INTC Intel | $31.18 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -37.1%
|
HD Home Depot | $349.38 +2.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.1%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $478.25 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +222.9%
|
MGA Magna International | $47.81 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +50.6%
|
UNP Union Pacific | $245.85 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +91.1%
|
APH Amphenol | $131.62 +2.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +269.0%
|
PNC The PNC Financial Services Group | $160.32 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +67.0%
|
SYY Sysco | $75.83 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +100.9%
|
EPR EPR Properties | $43.18 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +80.4%
|
PRU Prudential Financial | $118.81 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +124.5%
|
TMUS T-Mobile US | $162.79 +0.2% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +63.0%
|
AON AON | $288.45 +0.2% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +22.6%
|
PLD Prologis | $110.49 +2.0% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +18.3%
|
SIX Six Flags Entertainment | $26.40 -1.2% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -37.7%
|
BLK BlackRock | $815.67 +1.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +87.9%
|
CMA Comerica | $54.75 +1.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -16.5%
|
GOOGL Alphabet | $171.76 +0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +181.5%
|
ADBE Adobe | $487.18 +2.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +74.8%
|
MA Mastercard | $456.21 +0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +69.0%
|
V Visa | $281.12 +1.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +60.6%
|
UNH UnitedHealth Group | $517.81 +0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +122.0%
|
PHM PulteGroup | $121.80 +4.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +251.2%
|
ZTS Zoetis | $173.80 +2.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +43.0%
|
WPC W. P. Carey | $59.61 +0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -32.0%
|
STI SunTrust Banks | $2.36 -1.7% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.2%
|
BABA Alibaba Group | $81.03 +1.9% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $195.06 +2.1% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $232.75 +0.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $54.75 +1.4% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $252.33 -0.3% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $81.03 +1.9% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $101.32 +1.2% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $175.15 -1.4% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $780.07 +2.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $70.03 -1.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $45.80 +0.3% | 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 | $501.69 +1.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $29.44 +0.9% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $42.00 +0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $270.57 +1.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $75.87 +0.3% | 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 | $34.51 -0.3% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $118.81 -0.1% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $18.15 +0.8% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -68.6%
|
CMS CMS Energy | $62.97 +0.9% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $76.75 +1.8% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $59.11 -0.9% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $117.13 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $691.92 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $208.36 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $63.17 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $94.55 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $39.17 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.32 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $788.75 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $262.86 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $53.09 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $59.11 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $103.33 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $232.75 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $89.56 +3.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $780.07 +2.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $43.18 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $252.34 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $265.34 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $60.49 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $478.25 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $70.03 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $173.80 +2.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $55.93 +0.7% | 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 | $103.16 -2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $59.69 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $199.98 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $152.20 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $31.18 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $92.40 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $349.38 +2.6% | 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 | $45.80 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $131.37 +2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $422.70 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $137.51 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $42.84 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $270.57 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $124.94 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $59.61 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $18.15 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $281.12 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $40.53 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $501.69 +1.0% | 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 | $34.51 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $517.81 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $42.00 +0.1% | 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 | $599.70 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $75.83 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.36 -1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $75.87 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $26.40 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $121.80 +4.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $166.28 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $29.44 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $160.32 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $179.74 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $47.81 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $456.21 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $273.95 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $171.76 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $92.05 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $133.26 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $131.62 +2.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $190.36 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.24 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.22 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $37.54 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $9.14 +7.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $38.84 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $411.88 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $815.67 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $134.47 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $61.97 +0.1% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |