VZ Verizon Communications | $39.60 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.1%
|
ABBV AbbVie | $176.20 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +28.1%
|
AMZN Amazon.com | $221.30 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +84.2%
|
JEF Jefferies Financial Group | $78.87 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +158.5%
|
UNP Union Pacific | $227.79 -0.9% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.0%
|
KLAC KLA | $633.64 -1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +37.4%
|
CSCO Cisco Systems | $59.19 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +18.7%
|
OCLCF Oracle Co. Japan | $91.24
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +49.6%
|
AMAT Applied Materials | $163.64 -1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +20.3%
|
WFC Wells Fargo & Company | $70.41 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +70.8%
|
USB U.S. Bancorp | $48.25 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +57.3%
|
REIT ALPS Active REIT ETF | $27.08 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +15.7%
|
CVS CVS Health | $43.94 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -35.0%
|
AEP American Electric Power | $92.06 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +11.9%
|
WBA Walgreens Boots Alliance | $9.26 -3.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -69.1%
|
BAC Bank of America | $43.91 -1.0% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +55.1%
|
DE Deere & Company | $424.64 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
CAT Caterpillar | $363.01 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +71.4%
|
NTAP NetApp | $116.49 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +66.8%
|
C Citigroup | $70.39 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +57.8%
|
PFE Pfizer | $26.42 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -29.7%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $125.75 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +49.9%
|
BMO Bank of Montreal | $96.88 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.9%
|
ARCC Ares Capital | $21.94 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.5%
|
SPGI S&P Global | $498.02 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +39.0%
|
ROP Roper Technologies | $519.87 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
|
BRK.B Berkshire Hathaway | $452.16 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.7%
|
BDX Becton, Dickinson and Company | $226.51 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.3%
|
BCE BCE | $22.53 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -50.0%
|
BAC Bank of America | $43.91 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +55.9%
|
AGR Avangrid | $36.02
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.4%
|
T AT&T | $22.61 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.2%
|
ASML ASML | $696.15 -2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.7%
|
AON AON | $357.97 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.0%
|
BUD Anheuser-Busch InBev SA/NV | $49.78 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.5%
|
AWK American Water Works | $124.24 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.8%
|
AEP American Electric Power | $92.06 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.6%
|
ADBE Adobe | $445.80 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.7%
|
ACN Accenture | $352.49 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.8%
|
PWR Quanta Services | $318.98 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +84.5%
|
KO Coca-Cola | $62.03 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.7%
|
CME CME Group | $231.53 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.8%
|
CSCO Cisco Systems | $59.19 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.7%
|
CTAS Cintas | $183.68 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +58.3%
|
CINF Cincinnati Financial | $143.14 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.3%
|
BX Blackstone | $172.05 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +106.0%
|
NNN NNN REIT | $40.37 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.2%
|
NEE NextEra Energy | $71.76 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.2%
|
MAA Mid-America Apartment Communities | $153.04 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.9%
|
MET MetLife | $81.51 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.5%
|
MRK Merck & Co., Inc. | $98.37 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.4%
|
MCD McDonald's | $289.60 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.4%
|
MA Mastercard | $525.55 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.0%
|
LCID Lucid Group | $3.15 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -58.6%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +76.4%
|
IPG Interpublic Group of Companies | $27.79 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -25.9%
|
HCA HCA Healthcare | $298.42 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.0%
|
HIG The Hartford Financial Services Group | $109.27 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.2%
|
GILD Gilead Sciences | $92.01 -2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.5%
|
GIS General Mills | $63.37 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -25.0%
|
FHN First Horizon | $20.15 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +84.9%
|
FITB Fifth Third Bancorp | $42.72 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +70.5%
|
ES Eversource Energy | $57.30 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -19.1%
|
EQIX Equinix | $935.93 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +32.3%
|
ETR Entergy | $75.75 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +55.8%
|
EMR Emerson Electric | $124.26 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +57.3%
|
EW Edwards Lifesciences | $74.24 -1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -9.1%
|
DUK Duke Energy | $107.71 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.2%
|
D Dominion Energy | $53.87 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.8%
|
DECK Deckers Outdoor | $205.76 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1546.0%
|
DHR Danaher | $229.65 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.3%
|
COST Costco Wholesale | $922.21 -1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +89.5%
|
CMCSA Comcast | $37.39 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.3%
|
CCI Crown Castle | $89.78 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -20.0%
|
QCOM QUALCOMM | $154.58 -1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.6%
|
PLD Prologis | $105.10 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.8%
|
PG Procter & Gamble | $167.09 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.9%
|
PEP PepsiCo | $151.72 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.5%
|
PAYX Paychex | $139.96 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.7%
|
ODFL Old Dominion Freight Line | $177.28 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.3%
|
NXPI NXP Semiconductors | $207.47 -2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.1%
|
TMUS T-Mobile US | $220.66 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +62.5%
|
SON Sonoco Products | $48.60 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -19.0%
|
ZTS Zoetis | $162.24 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.8%
|
DIS Walt Disney | $110.80 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.7%
|
SHW Sherwin-Williams | $338.75 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.6%
|
TJX TJX Companies | $121.09 -2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.5%
|
VZ Verizon Communications | $39.60 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.7%
|
UNH UnitedHealth Group | $507.80 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.3%
|
V Visa | $315.31 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.2%
|
TMO Thermo Fisher Scientific | $518.84 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.3%
|
TRU TransUnion | $92.75 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.7%
|
TT Trane Technologies | $370.86 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +121.4%
|
SO Southern | $82.38 -0.9% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +18.0%
|
SBUX Starbucks | $90.58 -1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.0%
|
BAC Bank of America | $43.91 -1.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +25.7%
|
BDX Becton, Dickinson and Company | $226.51 -0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -13.8%
|
GILD Gilead Sciences | $92.01 -2.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +40.9%
|
PWR Quanta Services | $318.98 -1.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +117.3%
|
BUD Anheuser-Busch InBev SA/NV | $49.78 -1.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -0.2%
|
CRL Charles River Laboratories International | $183.42 -1.5% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -14.2%
|
AMAT Applied Materials | $163.64 -1.9% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +55.8%
|
DIS Walt Disney | $110.80 -0.7% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -5.7%
|
EXPE Expedia Group | $186.49 +0.2% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +72.0%
|
KLAC KLA | $633.64 -1.7% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +100.0%
|
KLAC KLA | $633.64 -1.7% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +100.0%
|
ALLY Ally Financial | $35.70 +0.1% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +2.5%
|
SYF Synchrony Financial | $65.05 -1.3% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +70.9%
|
KLAC KLA | $633.64 -1.7% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +72.6%
|
UNP Union Pacific | $227.79 -0.9% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -11.6%
|
UNP Union Pacific | $227.79 -0.9% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -11.6%
|
KLAC KLA | $633.64 -1.7% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +72.6%
|
C Citigroup | $70.39 -0.9% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +24.4%
|
AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +51.9%
|
AMZN Amazon.com | $221.30 -1.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +29.8%
|
HD Home Depot | $389.43 -0.9% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +15.1%
|
LCID Lucid Group | $3.15 -1.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -86.1%
|
WMT Walmart | $90.57 -1.2% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +96.4%
|
PFE Pfizer | $26.42 -0.8% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -36.2%
|
CAT Caterpillar | $363.01 -0.5% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +88.6%
|
WFC Wells Fargo & Company | $70.41 -1.0% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +46.8%
|
FHN First Horizon | $20.15 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +23.7%
|
ES Eversource Energy | $57.30 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -29.9%
|
EXPE Expedia Group | $186.49 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +13.8%
|
MRK Merck & Co., Inc. | $98.37 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +37.3%
|
MA Mastercard | $525.55 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +51.2%
|
HCA HCA Healthcare | $298.42 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.9%
|
HIG The Hartford Financial Services Group | $109.27 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +55.5%
|
GIS General Mills | $63.37 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +5.9%
|
FITB Fifth Third Bancorp | $42.72 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +0.7%
|
AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +34.7%
|
AEP American Electric Power | $92.06 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +13.4%
|
AWK American Water Works | $124.24 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.5%
|
AMAT Applied Materials | $163.64 -1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.1%
|
ASML ASML | $696.15 -2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.6%
|
T AT&T | $22.61 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -16.3%
|
BCE BCE | $22.53 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -55.0%
|
CRL Charles River Laboratories International | $183.42 -1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -55.6%
|
CSCO Cisco Systems | $59.19 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +8.7%
|
DHR Danaher | $229.65 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.6%
|
EQIX Equinix | $935.93 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.5%
|
TJX TJX Companies | $121.09 -2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +83.5%
|
SPGI S&P Global | $498.02 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.2%
|
ROP Roper Technologies | $519.87 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.5%
|
QCOM QUALCOMM | $154.58 -1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +19.8%
|
PLD Prologis | $105.10 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -16.2%
|
PFE Pfizer | $26.42 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -38.6%
|
PEP PepsiCo | $151.72 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +0.9%
|
ODFL Old Dominion Freight Line | $177.28 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +24.0%
|
NEE NextEra Energy | $71.76 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -8.6%
|
NWL Newell Brands | $10.00 -2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -54.8%
|
NNN NNN REIT | $40.37 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.5%
|
VZ Verizon Communications | $39.60 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.7%
|
SYF Synchrony Financial | $65.05 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +33.1%
|
ZTS Zoetis | $162.24 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -22.5%
|
DIS Walt Disney | $110.80 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -39.1%
|
WMT Walmart | $90.57 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +82.9%
|
V Visa | $315.31 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +40.7%
|
UNH UnitedHealth Group | $507.80 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.8%
|
TRU TransUnion | $92.75 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -25.4%
|
TT Trane Technologies | $370.86 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +84.5%
|
TMO Thermo Fisher Scientific | $518.84 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -8.2%
|
NXPI NXP Semiconductors | $207.47 -2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -2.1%
|
ACN Accenture | $352.49 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.4%
|
ADBE Adobe | $445.80 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -32.9%
|
ALLY Ally Financial | $35.70 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -31.2%
|
AON AON | $357.97 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.2%
|
ARCC Ares Capital | $21.94 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +8.5%
|
AGR Avangrid | $36.02
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -34.9%
|
BRK.B Berkshire Hathaway | $452.16 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +58.5%
|
BX Blackstone | $172.05 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +34.1%
|
CTAS Cintas | $183.68 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +85.4%
|
CME CME Group | $231.53 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +17.2%
|
KO Coca-Cola | $62.03 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +9.3%
|
CMCSA Comcast | $37.39 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -39.4%
|
COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +100.1%
|
EW Edwards Lifesciences | $74.24 -1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -38.4%
|
HD Home Depot | $389.43 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +18.8%
|
PGX Invesco Preferred ETF | $11.48 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.6%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +49.1%
|
SHW Sherwin-Williams | $338.75 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +9.7%
|
SBUX Starbucks | $90.58 -1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -22.8%
|
TMUS T-Mobile US | $220.66 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +62.1%
|
CVS CVS Health | $43.94 -1.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -47.6%
|
TMUS T-Mobile US | $220.66 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +54.3%
|
UNH UnitedHealth Group | $507.80 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.6%
|
UNH UnitedHealth Group | $507.80 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.6%
|
TT Trane Technologies | $370.86 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +91.3%
|
TMO Thermo Fisher Scientific | $518.84 -1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -4.1%
|
SBUX Starbucks | $90.58 -1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.2%
|
PFE Pfizer | $26.42 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -42.5%
|
NXPI NXP Semiconductors | $207.47 -2.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -4.4%
|
NTAP NetApp | $116.49 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +41.6%
|
MS Morgan Stanley | $125.75 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.8%
|
MA Mastercard | $525.55 -1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +41.8%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +52.1%
|
HD Home Depot | $389.43 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +18.5%
|
EW Edwards Lifesciences | $74.24 -1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -35.1%
|
CVS CVS Health | $43.94 -1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -46.2%
|
CTAS Cintas | $183.68 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +87.2%
|
BX Blackstone | $172.05 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +50.6%
|
AMAT Applied Materials | $163.64 -1.9% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +15.2%
|
AON AON | $357.97 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +35.7%
|
REIT ALPS Active REIT ETF | $27.08 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $35.70 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -31.1%
|
ADBE Adobe | $445.80 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -29.2%
|
ACN Accenture | $352.49 -1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.3%
|
ABBV AbbVie | $176.20 -1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +54.5%
|
VZ Verizon Communications | $39.60 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -28.2%
|
ZTS Zoetis | $162.24 -1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -18.8%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $9.26 -3.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -80.5%
|
V Visa | $315.31 -1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +31.4%
|
QCOM QUALCOMM | $154.58 -1.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +3.8%
|
GIS General Mills | $63.37 -0.9% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +6.7%
|
CSCO Cisco Systems | $59.19 -0.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +6.7%
|
HCA HCA Healthcare | $298.42 -1.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +18.9%
|
WM Waste Management | $202.27 -0.9% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +89.8%
|
QCOM QUALCOMM | $154.58 -1.7% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +72.7%
|
CSCO Cisco Systems | $59.19 -0.7% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +27.3%
|
GIS General Mills | $63.37 -0.9% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +2.6%
|
HCA HCA Healthcare | $298.42 -1.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +196.8%
|
NEE NextEra Energy | $71.76 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.0%
|
ZTS Zoetis | $162.24 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +75.1%
|
XEL Xcel Energy | $67.59 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +35.2%
|
DIS Walt Disney | $110.80 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.2%
|
WMT Walmart | $90.57 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +137.8%
|
WPC W. P. Carey | $54.60 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +24.5%
|
V Visa | $315.31 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +132.3%
|
VZ Verizon Communications | $39.60 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -21.3%
|
UNH UnitedHealth Group | $507.80 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +160.6%
|
TT Trane Technologies | $370.86 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +420.4%
|
TMO Thermo Fisher Scientific | $518.84 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +103.2%
|
TMUS T-Mobile US | $220.66 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +191.5%
|
PHM PulteGroup | $108.86 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +513.6%
|
PLD Prologis | $105.10 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.9%
|
PG Procter & Gamble | $167.09 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +71.0%
|
PEP PepsiCo | $151.72 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +44.2%
|
PAYX Paychex | $139.96 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +177.8%
|
T AT&T | $22.61 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -15.5%
|
ARCC Ares Capital | $21.94 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +171.5%
|
AAPL Apple | $252.20 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +349.6%
|
AWK American Water Works | $124.24 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +28.0%
|
AEP American Electric Power | $92.06 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +31.5%
|
GOOGL Alphabet | $191.24 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +262.8%
|
ADBE Adobe | $445.80 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +45.1%
|
NNN NNN REIT | $40.37 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +49.5%
|
MAA Mid-America Apartment Communities | $153.04 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +80.7%
|
MSFT Microsoft | $424.83 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +212.4%
|
ES Eversource Energy | $57.30 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -7.9%
|
CMS CMS Energy | $66.63 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.4%
|
KO Coca-Cola | $62.03 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.1%
|
CL Colgate-Palmolive | $90.79 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +50.1%
|
CMCSA Comcast | $37.39 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +9.4%
|
COST Costco Wholesale | $922.21 -1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +223.0%
|
DHR Danaher | $229.65 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +89.2%
|
D Dominion Energy | $53.87 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -9.3%
|
DUK Duke Energy | $107.71 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.9%
|
EW Edwards Lifesciences | $74.24 -1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +41.7%
|
ESS Essex Property Trust | $282.80 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.2%
|
MRK Merck & Co., Inc. | $98.37 -1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $289.60 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +111.2%
|
MA Mastercard | $525.55 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +158.5%
|
LAMR Lamar Advertising | $121.37 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +275.4%
|
KMB Kimberly-Clark | $130.62 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +16.3%
|
CB Chubb | $275.41 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +192.4%
|
BRK.B Berkshire Hathaway | $452.16 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +178.9%
|
BAC Bank of America | $43.91 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +142.9%
|
AGR Avangrid | $36.02
| Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.3%
|
CME CME Group | $231.53 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +65.9%
|
CTAS Cintas | $183.68 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +367.8%
|
CINF Cincinnati Financial | $143.14 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +114.3%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +202.8%
|
JNJ Johnson & Johnson | $143.34 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.0%
|
INTC Intel | $19.82 -2.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -60.0%
|
HD Home Depot | $389.43 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +139.8%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $591.24 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +299.2%
|
MGA Magna International | $41.71 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +31.4%
|
UNP Union Pacific | $227.79 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +77.1%
|
APH Amphenol | $69.50 -1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +289.7%
|
PNC The PNC Financial Services Group | $192.53 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +100.6%
|
SYY Sysco | $76.36 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +102.3%
|
EPR EPR Properties | $44.21 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +84.7%
|
PRU Prudential Financial | $118.15 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +123.3%
|
TMUS T-Mobile US | $220.66 -1.1% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +120.9%
|
AON AON | $357.97 -0.7% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +52.2%
|
PLD Prologis | $105.10 -0.1% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +12.5%
|
SIX Six Flags Entertainment | $32.00 -3.4% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -24.4%
|
BLK BlackRock | $1,027.43 -1.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +136.7%
|
CMA Comerica | $61.44 -0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -6.3%
|
GOOGL Alphabet | $191.24 -0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +213.4%
|
ADBE Adobe | $445.80 -0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +59.9%
|
MA Mastercard | $525.55 -1.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +94.7%
|
V Visa | $315.31 -1.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +80.2%
|
UNH UnitedHealth Group | $507.80 -0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +117.7%
|
PHM PulteGroup | $108.86 -0.6% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +213.9%
|
ZTS Zoetis | $162.24 -1.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +33.5%
|
WPC W. P. Carey | $54.60 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -37.7%
|
STI SunTrust Banks | $0.70 +68.8% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -98.9%
|
BABA Alibaba Group | $84.13 -1.1% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $187.96 -1.7% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $234.52 -1.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $61.44 -0.5% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $275.41 -0.8% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $84.13 -1.1% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $129.13 -0.8% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $417.41 -3.3% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $773.84 -1.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $63.37 -0.9% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $33.65 -1.3% | 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 | $613.99 -1.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $32.39 -0.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $48.25 -0.5% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $258.16 -1.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $90.58 -1.8% | 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 | $34.44 +0.1% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $118.15 -0.8% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $20.13 0.0% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -65.2%
|
CMS CMS Energy | $66.63 -0.6% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $71.76 -0.5% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $39.44 -1.5% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $143.14 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $183.68 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $231.53 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $62.03 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $90.79 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $37.39 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.72 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $229.65 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $53.87 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $39.44 -1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $107.71 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $234.52 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $74.24 -1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $773.84 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $44.21 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $255.22 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $282.80 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $57.30 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $591.24 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $63.37 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $162.24 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $67.59 -0.8% | 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 | $110.80 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $90.57 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $19.82 -2.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $90.52 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $389.43 -0.9% | 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 | $33.65 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $98.37 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $153.04 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $40.37 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $258.16 -1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $139.96 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $54.60 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $20.13 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $315.31 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.60 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $613.99 -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 | $34.44 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $507.80 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $48.25 -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 | $518.84 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $76.36 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $0.70 +68.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $90.58 -1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $32.00 -3.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $108.86 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $167.09 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $32.39 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $192.53 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $151.72 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $41.71 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $525.55 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $289.60 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $191.24 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $92.06 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $124.24 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $69.50 -1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $252.20 -1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.94 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $22.61 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.02
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $6.95 -2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $43.91 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $452.16 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $1,027.43 -1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $130.62 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $70.41 -1.0% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |