WBD Warner Bros. Discovery | $10.51 -0.9% | Sale $1,001 - $15,000 | 9/13/2024 | 8/12/2024 | +56.6%
|
YUM Yum! Brands | $133.52 -1.3% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -2.5%
|
MCK McKesson | $570.75 -1.0% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +5.1%
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CMCSA Comcast | $37.39 -1.4% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -4.3%
|
COKE Coca-Cola Consolidated | $1,240.00 +0.6% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +31.2%
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CMCSA Comcast | $37.39 -1.4% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -4.3%
|
YUM Yum! Brands | $133.52 -1.3% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -2.5%
|
T AT&T | $22.61 -1.1% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +32.1%
|
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.70 +0.2% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +2.1%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.60 +0.3% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +2.3%
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UNP Union Pacific | $227.79 -0.9% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +7.4%
|
EOG EOG Resources | $120.58 +0.1% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | -5.9%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $55.52 -0.7% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +11.8%
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EMXC iShares MSCI Emerging Markets ex China ETF | $55.52 -0.7% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +11.8%
|
PFE Pfizer | $26.42 -0.8% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -35.8%
|
PARA Paramount Global | $10.34 -0.6% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -54.2%
|
CMI Cummins | $348.41 -0.8% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +35.0%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.93 +0.1% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.7%
|
SCHP Schwab U.S. TIPS ETF | $25.83 +0.3% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -4.0%
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DGX Quest Diagnostics | $150.97 -1.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | +0.4%
|
EFA iShares MSCI EAFE ETF | $75.61 -0.7% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +16.7%
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TXN Texas Instruments | $187.96 -1.7% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +4.7%
|
TGT Target | $135.05 -0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -22.1%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.60 +0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.6%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.12 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.4%
|
FDEV Fidelity International Multifactor ETF | $27.46 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +24.7%
|
VUG Vanguard Growth ETF | $414.19 -1.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +94.9%
|
VYM Vanguard High Dividend Yield ETF | $127.32 -1.0% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +21.0%
|
IJR iShares Core S&P Small-Cap ETF | $114.97 -0.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +16.9%
|
SCHP Schwab U.S. TIPS ETF | $25.83 +0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -1.0%
|
EMR Emerson Electric | $124.26 -1.2% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +38.0%
|
UPS United Parcel Service | $125.32 -0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -36.1%
|
TGT Target | $135.05 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -19.1%
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CLX Clorox | $161.42 -1.0% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -6.5%
|
APD Air Products and Chemicals | $288.69 -1.4% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -3.2%
|
LHX L3Harris Technologies | $208.94 -1.6% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -6.5%
|
GILD Gilead Sciences | $92.01 -2.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +36.7%
|
BMY Bristol-Myers Squibb | $56.06 -2.8% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -5.6%
|
GD General Dynamics | $263.38 -1.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +34.7%
|
DGX Quest Diagnostics | $150.97 -1.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +7.9%
|
MRK Merck & Co., Inc. | $98.37 -1.3% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $187.96 -1.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +0.6%
|
HRL Hormel Foods | $31.20 -2.0% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -33.5%
|
BLK BlackRock | $1,027.43 -1.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +19.4%
|
D Dominion Energy | $53.87 -0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -28.9%
|
WM Waste Management | $202.27 -0.9% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +75.1%
|
ABT Abbott Laboratories | $112.80 -1.9% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -2.8%
|
D Dominion Energy | $53.87 -0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -20.8%
|
IRM Iron Mountain | $103.69 -1.0% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +196.9%
|
JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -6.4%
|
PG Procter & Gamble | $167.09 -1.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +36.8%
|
VTRS Viatris | $12.38 -0.8% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -8.9%
|
CLX Clorox | $161.42 -1.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -9.4%
|
CSCO Cisco Systems | $59.19 -0.7% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +32.8%
|
AMGN Amgen | $259.30 -1.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +16.8%
|
UNP Union Pacific | $227.79 -0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +31.2%
|
HRL Hormel Foods | $31.20 -2.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -39.0%
|
CVX Chevron | $143.07 -0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +65.4%
|
CVS CVS Health | $43.94 -1.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -30.6%
|
ABT Abbott Laboratories | $112.80 -1.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +13.0%
|
AFL Aflac | $102.97 -0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +183.7%
|
MO Altria Group | $52.08 -0.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +22.5%
|
BUD Anheuser-Busch InBev SA/NV | $49.78 -1.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -10.5%
|
BECN Beacon Roofing Supply | $99.54 -0.8% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +240.5%
|
BTI British American Tobacco | $36.06 -0.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +2.2%
|
CSCO Cisco Systems | $59.19 -0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +27.9%
|
CLX Clorox | $161.42 -1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -29.4%
|
GLW Corning | $47.34 -0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +56.5%
|
D Dominion Energy | $53.87 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -34.4%
|
DOV Dover | $186.32 -1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +77.8%
|
EMR Emerson Electric | $124.26 -1.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +99.6%
|
ENR Energizer | $34.87 -1.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -29.0%
|
HAL Halliburton | $26.96 +0.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +84.0%
|
JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -2.4%
|
MCD McDonald's | $289.60 -1.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +47.6%
|
MDLZ Mondelez International | $59.56 -1.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +6.9%
|
PG Procter & Gamble | $167.09 -1.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +30.7%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $30.36 -1.0% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -13.9%
|
USB U.S. Bancorp | $48.25 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +32.8%
|
WM Waste Management | $202.27 -0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +88.1%
|
YUMC Yum China | $47.99 -2.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -8.8%
|
AMGN Amgen | $259.30 -1.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +1.6%
|
CVX Chevron | $143.07 -0.6% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +102.4%
|
QCOM QUALCOMM | $154.58 -1.7% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +139.7%
|
PFE Pfizer | $26.42 -0.8% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -23.7%
|
EXC Exelon | $37.63 +0.5% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -17.3%
|
ABBV AbbVie | $176.20 -1.0% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +138.8%
|
PSX Phillips 66 | $111.99 -0.5% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +13.7%
|
CVS CVS Health | $43.94 -1.2% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | -16.6%
|
BTI British American Tobacco | $36.06 -0.7% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | +1.6%
|
KHC Kraft Heinz | $30.36 -1.0% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -36.4%
|
BTI British American Tobacco | $36.06 -0.7% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | +1.6%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |