VZ Verizon Communications | $40.12 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.6%
|
ABBV AbbVie | $164.56 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +19.6%
|
AMZN Amazon.com | $183.54 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +52.8%
|
JEF Jefferies Financial Group | $47.07 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.3%
|
UNP Union Pacific | $243.63 -0.5% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +26.2%
|
KLAC KLA | $772.80 +3.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +67.6%
|
CSCO Cisco Systems | $47.13 -2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -5.5%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $219.95 +3.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +61.7%
|
WFC Wells Fargo & Company | $60.70 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +47.2%
|
USB U.S. Bancorp | $40.89 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +33.3%
|
REIT ALPS Active REIT ETF | $25.36 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +8.3%
|
CVS CVS Health | $57.40 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -15.1%
|
AEP American Electric Power | $92.59 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.6%
|
WBA Walgreens Boots Alliance | $17.82 -2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -40.6%
|
BAC Bank of America | $38.82 -1.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +37.1%
|
DE Deere & Company | $391.48 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +9.6%
|
CAT Caterpillar | $362.75 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +71.3%
|
NTAP NetApp | $112.28 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +60.8%
|
C Citigroup | $63.16 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +41.6%
|
PFE Pfizer | $28.53 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -24.1%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $100.33 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +19.6%
|
BMO Bank of Montreal | $94.19 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.7%
|
ARCC Ares Capital | $21.33 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.2%
|
SPGI S&P Global | $437.74 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.2%
|
ROP Roper Technologies | $546.37 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.6%
|
BRK.B Berkshire Hathaway | $413.00 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.5%
|
BDX Becton, Dickinson and Company | $237.13 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.9%
|
BCE BCE | $34.07 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -24.4%
|
BAC Bank of America | $38.82 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.8%
|
AGR Avangrid | $36.05 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.3%
|
T AT&T | $17.53 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
|
ASML ASML | $939.44 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +32.6%
|
AON AON | $292.96 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.9%
|
BUD Anheuser-Busch InBev SA/NV | $66.34 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.7%
|
AWK American Water Works | $133.57 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.2%
|
AEP American Electric Power | $92.59 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.2%
|
ADBE Adobe | $484.69 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.6%
|
ACN Accenture | $305.70 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.8%
|
PWR Quanta Services | $267.66 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.9%
|
KO Coca-Cola | $62.57 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.6%
|
CME CME Group | $211.27 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.3%
|
CSCO Cisco Systems | $47.13 -2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.9%
|
CTAS Cintas | $697.46 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.2%
|
CINF Cincinnati Financial | $117.95 -1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.8%
|
BX Blackstone | $125.67
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.4%
|
NNN NNN REIT | $42.14 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.0%
|
NEE NextEra Energy | $75.87 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.4%
|
MAA Mid-America Apartment Communities | $136.86 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.3%
|
MET MetLife | $72.89 -1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +38.1%
|
MRK Merck & Co., Inc. | $130.99 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.6%
|
MCD McDonald's | $267.87 -1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.2%
|
MA Mastercard | $459.66 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.2%
|
LCID Lucid Group | $2.85 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -62.5%
|
JPM JPMorgan Chase & Co. | $195.58 -4.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.2%
|
IPG Interpublic Group of Companies | $31.98 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.7%
|
HCA HCA Healthcare | $325.05 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.1%
|
HIG The Hartford Financial Services Group | $102.08 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.7%
|
GILD Gilead Sciences | $67.90 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.6%
|
GIS General Mills | $71.43 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -15.5%
|
FHN First Horizon | $15.97 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.5%
|
FITB Fifth Third Bancorp | $37.76 -2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +50.7%
|
ES Eversource Energy | $60.78 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.2%
|
EQIX Equinix | $795.28 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.4%
|
ETR Entergy | $112.80 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.0%
|
EMR Emerson Electric | $113.70 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +43.9%
|
EW Edwards Lifesciences | $89.78 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.0%
|
DUK Duke Energy | $103.66 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.6%
|
D Dominion Energy | $53.78 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.6%
|
DECK Deckers Outdoor | $902.85 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +100.6%
|
DHR Danaher | $267.11 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.9%
|
COST Costco Wholesale | $793.00 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +63.0%
|
CMCSA Comcast | $39.21 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.3%
|
CCI Crown Castle | $100.62 -2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.4%
|
QCOM QUALCOMM | $197.76 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +90.1%
|
PLD Prologis | $112.05 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.1%
|
PG Procter & Gamble | $167.31 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.1%
|
PEP PepsiCo | $180.31 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.9%
|
PAYX Paychex | $125.57 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.4%
|
ODFL Old Dominion Freight Line | $178.97 -2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.4%
|
NXPI NXP Semiconductors | $273.57 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.7%
|
TMUS T-Mobile US | $163.90 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.7%
|
SON Sonoco Products | $61.29 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.1%
|
ZTS Zoetis | $174.39 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.5%
|
DIS Walt Disney | $102.95 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.8%
|
SHW Sherwin-Williams | $309.42 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +36.6%
|
TJX TJX Companies | $97.79 -2.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.8%
|
VZ Verizon Communications | $40.12 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.2%
|
UNH UnitedHealth Group | $517.23 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.3%
|
V Visa | $278.54 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.7%
|
TMO Thermo Fisher Scientific | $594.01 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
|
TRU TransUnion | $78.86 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.2%
|
TT Trane Technologies | $330.91 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +97.5%
|
SO Southern | $79.19 -0.4% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +13.4%
|
SBUX Starbucks | $77.54 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -21.2%
|
BAC Bank of America | $38.82 -1.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +11.1%
|
BDX Becton, Dickinson and Company | $237.13 +0.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -9.8%
|
GILD Gilead Sciences | $67.90 +0.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +4.0%
|
PWR Quanta Services | $267.66 +1.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +82.4%
|
BUD Anheuser-Busch InBev SA/NV | $66.34 -1.6% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +32.9%
|
CRL Charles River Laboratories International | $223.06 +0.7% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +4.3%
|
AMAT Applied Materials | $219.95 +3.7% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +109.5%
|
DIS Walt Disney | $102.95 -0.3% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -12.4%
|
EXPE Expedia Group | $114.32 +0.3% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +5.4%
|
KLAC KLA | $772.80 +3.4% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +143.9%
|
KLAC KLA | $772.80 +3.4% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +143.9%
|
ALLY Ally Financial | $39.44 -1.7% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +13.2%
|
SYF Synchrony Financial | $44.17 +0.5% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +16.0%
|
KLAC KLA | $772.80 +3.4% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +110.5%
|
UNP Union Pacific | $243.63 -0.5% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -5.5%
|
UNP Union Pacific | $243.63 -0.5% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -5.5%
|
KLAC KLA | $772.80 +3.4% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +110.5%
|
C Citigroup | $63.16 -1.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +11.6%
|
AMZN Amazon.com | $183.54 -0.6% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +26.0%
|
AMZN Amazon.com | $183.54 -0.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +7.7%
|
HD Home Depot | $337.82 -1.9% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -0.1%
|
LCID Lucid Group | $2.85 +0.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -87.4%
|
WMT Walmart | $64.18 -0.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +39.1%
|
PFE Pfizer | $28.53 -0.4% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -31.1%
|
CAT Caterpillar | $362.75 +1.8% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +88.4%
|
WFC Wells Fargo & Company | $60.70 -0.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +26.6%
|
FHN First Horizon | $15.97 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.0%
|
ES Eversource Energy | $60.78 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.7%
|
EXPE Expedia Group | $114.32 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -30.3%
|
MRK Merck & Co., Inc. | $130.99 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +82.9%
|
MA Mastercard | $459.66 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +32.2%
|
HCA HCA Healthcare | $325.05 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +33.9%
|
HIG The Hartford Financial Services Group | $102.08 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +45.3%
|
GIS General Mills | $71.43 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.4%
|
FITB Fifth Third Bancorp | $37.76 -2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -11.0%
|
AMZN Amazon.com | $183.54 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.7%
|
AEP American Electric Power | $92.59 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.1%
|
AWK American Water Works | $133.57 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.0%
|
AMAT Applied Materials | $219.95 +3.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +70.9%
|
ASML ASML | $939.44 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +26.1%
|
T AT&T | $17.53 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -35.1%
|
BCE BCE | $34.07 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.9%
|
CRL Charles River Laboratories International | $223.06 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -45.9%
|
CSCO Cisco Systems | $47.13 -2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -13.4%
|
DHR Danaher | $267.11 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -12.3%
|
EQIX Equinix | $795.28 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +0.7%
|
TJX TJX Companies | $97.79 -2.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +48.2%
|
SPGI S&P Global | $437.74 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +3.0%
|
ROP Roper Technologies | $546.37 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.5%
|
QCOM QUALCOMM | $197.76 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +53.3%
|
PLD Prologis | $112.05 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -10.7%
|
PFE Pfizer | $28.53 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -33.7%
|
PEP PepsiCo | $180.31 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.9%
|
ODFL Old Dominion Freight Line | $178.97 -2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +25.2%
|
NEE NextEra Energy | $75.87 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -3.4%
|
NWL Newell Brands | $8.22 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -62.9%
|
NNN NNN REIT | $42.14 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.4%
|
VZ Verizon Communications | $40.12 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.7%
|
SYF Synchrony Financial | $44.17 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.6%
|
ZTS Zoetis | $174.39 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -16.6%
|
DIS Walt Disney | $102.95 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -43.4%
|
WMT Walmart | $64.18 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +29.6%
|
V Visa | $278.54 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +24.2%
|
UNH UnitedHealth Group | $517.23 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.1%
|
TRU TransUnion | $78.86 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -36.5%
|
TT Trane Technologies | $330.91 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +64.6%
|
TMO Thermo Fisher Scientific | $594.01 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.0%
|
NXPI NXP Semiconductors | $273.57 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +29.1%
|
ACN Accenture | $305.70 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -10.4%
|
ADBE Adobe | $484.69 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.1%
|
ALLY Ally Financial | $39.44 -1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.0%
|
AON AON | $292.96 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +0.8%
|
ARCC Ares Capital | $21.33 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.5%
|
AGR Avangrid | $36.05 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -34.8%
|
BRK.B Berkshire Hathaway | $413.00 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +44.8%
|
BX Blackstone | $125.67
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -2.1%
|
CTAS Cintas | $697.46 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +76.0%
|
CME CME Group | $211.27 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.9%
|
KO Coca-Cola | $62.57 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.2%
|
CMCSA Comcast | $39.21 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -36.5%
|
COST Costco Wholesale | $793.00 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +72.0%
|
EW Edwards Lifesciences | $89.78 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -25.6%
|
HD Home Depot | $337.82 -1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.1%
|
PGX Invesco Preferred ETF | $11.56 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.0%
|
JPM JPMorgan Chase & Co. | $195.58 -4.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.9%
|
SHW Sherwin-Williams | $309.42 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +0.2%
|
SBUX Starbucks | $77.54 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -33.9%
|
TMUS T-Mobile US | $163.90 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.4%
|
CVS CVS Health | $57.40 -0.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -31.5%
|
TMUS T-Mobile US | $163.90 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.6%
|
UNH UnitedHealth Group | $517.23 -1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.9%
|
UNH UnitedHealth Group | $517.23 -1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.9%
|
TT Trane Technologies | $330.91 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +70.7%
|
TMO Thermo Fisher Scientific | $594.01 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +9.8%
|
SBUX Starbucks | $77.54 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -34.3%
|
PFE Pfizer | $28.53 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -38.0%
|
NXPI NXP Semiconductors | $273.57 +2.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +26.0%
|
NTAP NetApp | $112.28 +1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +36.5%
|
MS Morgan Stanley | $100.33 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -0.4%
|
MA Mastercard | $459.66 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.0%
|
JPM JPMorgan Chase & Co. | $195.58 -4.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.3%
|
HD Home Depot | $337.82 -1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +2.8%
|
EW Edwards Lifesciences | $89.78 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -21.5%
|
CVS CVS Health | $57.40 -0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -29.7%
|
CTAS Cintas | $697.46 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +77.7%
|
BX Blackstone | $125.67
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.0%
|
AMAT Applied Materials | $219.95 +3.7% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +54.9%
|
AON AON | $292.96 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +11.0%
|
REIT ALPS Active REIT ETF | $25.36 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $39.44 -1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
ADBE Adobe | $484.69 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.0%
|
ACN Accenture | $305.70 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -4.3%
|
ABBV AbbVie | $164.56 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +44.3%
|
VZ Verizon Communications | $40.12 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -27.2%
|
ZTS Zoetis | $174.39 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -12.7%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $17.82 -2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -62.4%
|
V Visa | $278.54 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +16.1%
|
QCOM QUALCOMM | $197.76 +2.0% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +32.8%
|
GIS General Mills | $71.43 +0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +20.3%
|
CSCO Cisco Systems | $47.13 -2.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -15.0%
|
HCA HCA Healthcare | $325.05 +0.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +29.5%
|
WM Waste Management | $208.47 -0.9% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +95.6%
|
QCOM QUALCOMM | $197.76 +2.0% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +120.9%
|
CSCO Cisco Systems | $47.13 -2.2% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +1.4%
|
GIS General Mills | $71.43 +0.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +15.6%
|
HCA HCA Healthcare | $325.05 +0.7% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +223.3%
|
NEE NextEra Energy | $75.87 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.1%
|
ZTS Zoetis | $174.39 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +88.2%
|
XEL Xcel Energy | $56.07 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +12.1%
|
DIS Walt Disney | $102.95 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +20.0%
|
WMT Walmart | $64.18 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.5%
|
WPC W. P. Carey | $60.11
| Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.0%
|
V Visa | $278.54 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +105.2%
|
VZ Verizon Communications | $40.12 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -20.3%
|
UNH UnitedHealth Group | $517.23 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +165.4%
|
TT Trane Technologies | $330.91 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +364.4%
|
TMO Thermo Fisher Scientific | $594.01 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +132.7%
|
TMUS T-Mobile US | $163.90 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +116.5%
|
PHM PulteGroup | $119.20 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +571.9%
|
PLD Prologis | $112.05 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.8%
|
PG Procter & Gamble | $167.31 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +71.2%
|
PEP PepsiCo | $180.31 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +71.4%
|
PAYX Paychex | $125.57 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +149.2%
|
T AT&T | $17.53 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -34.5%
|
ARCC Ares Capital | $21.33 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +164.0%
|
AAPL Apple | $191.04 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +240.6%
|
AWK American Water Works | $133.57 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.6%
|
AEP American Electric Power | $92.59 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +32.3%
|
GOOGL Alphabet | $176.92 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +235.7%
|
ADBE Adobe | $484.69 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.7%
|
NNN NNN REIT | $42.14 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.1%
|
MAA Mid-America Apartment Communities | $136.86 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.6%
|
MSFT Microsoft | $425.34 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +212.8%
|
ES Eversource Energy | $60.78 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -2.3%
|
CMS CMS Energy | $62.75 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.4%
|
KO Coca-Cola | $62.57 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +66.6%
|
CL Colgate-Palmolive | $94.39 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.1%
|
CMCSA Comcast | $39.21 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +14.7%
|
COST Costco Wholesale | $793.00 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +177.7%
|
DHR Danaher | $267.11 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +120.0%
|
D Dominion Energy | $53.78 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -9.4%
|
DUK Duke Energy | $103.66 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.6%
|
EW Edwards Lifesciences | $89.78 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +71.3%
|
ESS Essex Property Trust | $263.41 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +44.5%
|
MRK Merck & Co., Inc. | $130.99 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $267.87 -1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +95.4%
|
MA Mastercard | $459.66 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +126.1%
|
LAMR Lamar Advertising | $120.75 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +273.5%
|
KMB Kimberly-Clark | $133.62 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +18.9%
|
CB Chubb | $264.14 -3.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +180.4%
|
BRK.B Berkshire Hathaway | $413.00 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +154.7%
|
BAC Bank of America | $38.82 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +114.7%
|
AGR Avangrid | $36.05 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.2%
|
CME CME Group | $211.27 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +51.4%
|
CTAS Cintas | $697.46 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +344.1%
|
CINF Cincinnati Financial | $117.95 -1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.6%
|
JPM JPMorgan Chase & Co. | $195.58 -4.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +147.5%
|
JNJ Johnson & Johnson | $151.27 -2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +36.1%
|
INTC Intel | $32.10 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -35.3%
|
HD Home Depot | $337.82 -1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +108.0%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $468.84 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +216.6%
|
MGA Magna International | $47.05 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +48.2%
|
UNP Union Pacific | $243.63 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +89.4%
|
APH Amphenol | $133.36 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +273.9%
|
PNC The PNC Financial Services Group | $157.14 -2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +63.7%
|
SYY Sysco | $75.06 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +98.8%
|
EPR EPR Properties | $41.75 -1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +74.5%
|
PRU Prudential Financial | $117.70 -3.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +122.4%
|
TMUS T-Mobile US | $163.90 -0.1% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +64.1%
|
AON AON | $292.96 +0.2% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +24.5%
|
PLD Prologis | $112.05 +0.5% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +19.9%
|
SIX Six Flags Entertainment | $25.91 +0.7% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -38.8%
|
BLK BlackRock | $805.19 -0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +85.5%
|
CMA Comerica | $53.45 -2.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -18.5%
|
GOOGL Alphabet | $176.92 +0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +189.9%
|
ADBE Adobe | $484.69 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +73.9%
|
MA Mastercard | $459.66 -0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +70.3%
|
V Visa | $278.54 -0.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +59.2%
|
UNH UnitedHealth Group | $517.23 -1.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +121.7%
|
PHM PulteGroup | $119.20 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +243.7%
|
ZTS Zoetis | $174.39 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +43.5%
|
WPC W. P. Carey | $60.11
| Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -31.4%
|
STI SunTrust Banks | $2.13
| Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.6%
|
BABA Alibaba Group | $88.26 -0.3% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $199.20 +2.1% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $234.69 +0.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $53.45 -2.5% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $264.14 -3.7% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $88.26 -0.3% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $105.21 0.0% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $174.95 -1.4% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $783.18 +1.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $71.43 +0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $44.59 -0.9% | 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 | $490.92 +0.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $29.61 +0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $40.89 -1.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $260.21 +0.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $77.54 -0.4% | 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 | $34.68 -0.2% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $117.70 -3.0% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $18.65 +0.3% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -67.7%
|
CMS CMS Energy | $62.75 -0.8% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $75.87 -0.3% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $59.24 +0.1% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $117.95 -1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $697.46 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $211.27 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $62.57 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $94.39 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $39.21 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.31 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $793.00 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $267.11 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $53.78 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $59.24 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $103.66 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $234.69 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $89.78 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $783.18 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $41.75 -1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $251.69 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $263.41 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $60.78 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $468.84 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $71.43 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $174.39 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $56.07 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HCN Horizons China High Dividend Yield Index ETF | C$22.00 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DIS Walt Disney | $102.95 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $64.18 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $195.58 -4.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $151.27 -2.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $32.10 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $94.14 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $337.82 -1.9% | 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 | $44.59 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $130.99 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $425.34 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $136.86 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $42.14 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $260.21 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $125.57 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $60.11
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $18.65 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $278.54 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $40.12 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $490.92 +0.2% | 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 | $34.68 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $517.23 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $40.89 -1.3% | 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 | $594.01 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $75.06 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.13
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $77.54 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $25.91 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $119.20 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $167.31 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $29.61 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $157.14 -2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $180.31 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $47.05 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $459.66 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $267.87 -1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $176.92 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $92.59 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $133.57 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $133.36 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $191.04 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.33 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.53 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.05 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $9.72 +3.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $38.82 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $413.00 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $805.19 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $133.62 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $60.70 -0.6% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |