IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.12 +0.0% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +0.9%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.96 -0.1% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +1.6%
|
UNP Union Pacific | $243.82 -0.5% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +14.9%
|
EOG EOG Resources | $129.43 -0.4% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +1.0%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $58.66 -0.2% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +18.1%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $58.66 -0.2% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +18.1%
|
PFE Pfizer | $28.56 -0.3% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -30.6%
|
PARA Paramount Global | $11.93 -0.7% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -47.2%
|
CMI Cummins | $285.06 -0.2% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +10.5%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.42
| Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.1%
|
SCHP Schwab U.S. TIPS ETF | $51.86 +0.0% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -3.7%
|
DGX Quest Diagnostics | $144.67 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -3.8%
|
EFA iShares MSCI EAFE ETF | $81.71 +0.1% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +26.2%
|
TXN Texas Instruments | $198.31 +1.7% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +10.5%
|
TGT Target | $156.58 -2.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -9.7%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.96 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.9%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.05 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.1%
|
FDEV Fidelity International Multifactor ETF | $28.01 +0.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +27.2%
|
VUG Vanguard Growth ETF | $352.31 +0.5% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +65.8%
|
VYM Vanguard High Dividend Yield ETF | $120.94 -0.5% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +15.0%
|
IJR iShares Core S&P Small-Cap ETF | $110.45 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +12.3%
|
SCHP Schwab U.S. TIPS ETF | $51.86 +0.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -0.6%
|
EMR Emerson Electric | $113.86 +0.9% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +26.5%
|
UPS United Parcel Service | $148.29 -0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -24.4%
|
TGT Target | $156.58 -2.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -6.2%
|
CLX Clorox | $134.97 -0.5% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -21.8%
|
APD Air Products and Chemicals | $265.32 +1.0% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -11.0%
|
LHX L3Harris Technologies | $223.47 0.0% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | 0.0%
|
GILD Gilead Sciences | $67.93 +0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +0.9%
|
BMY Bristol-Myers Squibb | $43.58 -1.0% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -26.6%
|
GD General Dynamics | $300.16 +0.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +53.5%
|
DGX Quest Diagnostics | $144.67 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +3.4%
|
MRK Merck & Co., Inc. | $131.32 +0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $198.31 +1.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +6.1%
|
HRL Hormel Foods | $36.69 +1.0% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -21.8%
|
BLK BlackRock | $805.94 -0.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -6.4%
|
D Dominion Energy | $53.80 +0.6% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -29.0%
|
WM Waste Management | $208.58 -0.9% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +80.6%
|
ABT Abbott Laboratories | $103.58 -0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -10.7%
|
D Dominion Energy | $53.80 +0.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -20.9%
|
IRM Iron Mountain | $81.87 +0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +134.5%
|
JNJ Johnson & Johnson | $151.96 -0.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -0.7%
|
PG Procter & Gamble | $167.22 -0.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +36.9%
|
VTRS Viatris | $11.12 +1.3% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -18.2%
|
CLX Clorox | $134.97 -0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -24.2%
|
CSCO Cisco Systems | $47.15 -2.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +5.8%
|
AMGN Amgen | $313.68 +0.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +41.4%
|
UNP Union Pacific | $243.82 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +40.4%
|
HRL Hormel Foods | $36.69 +1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -28.2%
|
CVX Chevron | $161.28 -0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +86.5%
|
CVS CVS Health | $57.35 -0.6% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -9.4%
|
ABT Abbott Laboratories | $103.58 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +3.7%
|
AFL Aflac | $87.69 -0.8% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +141.6%
|
MO Altria Group | $45.91 -0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +8.0%
|
BUD Anheuser-Busch InBev SA/NV | $66.32 -1.6% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +19.2%
|
BECN Beacon Roofing Supply | $98.02 +2.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +235.3%
|
BTI British American Tobacco | $31.40 -0.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -11.0%
|
CSCO Cisco Systems | $47.15 -2.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +1.9%
|
CLX Clorox | $134.97 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -40.9%
|
GLW Corning | $35.40 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +17.1%
|
D Dominion Energy | $53.80 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -34.4%
|
DOV Dover | $185.67 +0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +77.2%
|
EMR Emerson Electric | $113.86 +0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +82.8%
|
ENR Energizer | $30.53 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -37.9%
|
HAL Halliburton | $37.77 -0.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +157.8%
|
JNJ Johnson & Johnson | $151.96 -0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +3.5%
|
MCD McDonald's | $267.38 -1.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +36.3%
|
MDLZ Mondelez International | $70.38 -1.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +26.3%
|
PG Procter & Gamble | $167.22 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +30.8%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $35.96 -0.1% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +2.0%
|
USB U.S. Bancorp | $41.12 -0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +13.2%
|
WM Waste Management | $208.58 -0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +94.0%
|
YUMC Yum China | $39.06 -0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -25.7%
|
AMGN Amgen | $313.68 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +22.9%
|
CVX Chevron | $161.28 -0.9% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +128.2%
|
QCOM QUALCOMM | $197.94 +2.1% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +207.0%
|
PFE Pfizer | $28.56 -0.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -17.5%
|
EXC Exelon | $38.46 -0.3% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -15.5%
|
ABBV AbbVie | $165.11 -0.8% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +123.7%
|
PSX Phillips 66 | $143.69 -2.3% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +45.9%
|
CVS CVS Health | $57.35 -0.6% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +8.8%
|
BTI British American Tobacco | $31.40 -0.6% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -11.5%
|
KHC Kraft Heinz | $35.96 -0.1% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -24.7%
|
BTI British American Tobacco | $31.40 -0.6% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -11.5%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |