AMZN Amazon.com | $188.00 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +56.5%
|
AEP American Electric Power | $90.58 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.1%
|
WBA Walgreens Boots Alliance | $17.23 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -42.6%
|
ABBV AbbVie | $160.40 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.6%
|
JEF Jefferies Financial Group | $45.84 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +50.2%
|
UNP Union Pacific | $245.90 +1.5% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +27.3%
|
KLAC KLA | $717.15 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +55.5%
|
CSCO Cisco Systems | $48.00 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -3.7%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $207.36 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +52.4%
|
WFC Wells Fargo & Company | $61.23 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +48.5%
|
USB U.S. Bancorp | $41.69 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +35.9%
|
REIT ALPS Active REIT ETF | $24.52 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +4.7%
|
CVS CVS Health | $54.93 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -18.8%
|
CAT Caterpillar | $344.49 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +62.6%
|
NTAP NetApp | $109.48 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +56.8%
|
C Citigroup | $62.75 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +40.7%
|
PFE Pfizer | $28.28 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -24.8%
|
VZ Verizon Communications | $39.48 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.8%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $95.64 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.0%
|
BMO Bank of Montreal | $92.88 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.2%
|
BAC Bank of America | $37.70 -0.4% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +33.2%
|
DE Deere & Company | $405.32 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.5%
|
SHW Sherwin-Williams | $319.02 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +40.8%
|
TJX TJX Companies | $98.50 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.7%
|
VZ Verizon Communications | $39.48 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.4%
|
LCID Lucid Group | $2.71 +3.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -64.4%
|
UNH UnitedHealth Group | $503.21 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.3%
|
V Visa | $277.19 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.1%
|
TMO Thermo Fisher Scientific | $573.64 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.2%
|
TRU TransUnion | $77.78 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.6%
|
TT Trane Technologies | $327.53 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +95.5%
|
SO Southern | $77.63 +0.9% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +11.2%
|
SBUX Starbucks | $73.50 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -25.3%
|
PLD Prologis | $105.89 -1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.2%
|
PG Procter & Gamble | $165.05 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.5%
|
PEP PepsiCo | $177.41 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.5%
|
PAYX Paychex | $121.19 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.3%
|
NEE NextEra Energy | $72.84 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.7%
|
MAA Mid-America Apartment Communities | $132.97 -2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.0%
|
MET MetLife | $71.66 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.8%
|
MRK Merck & Co., Inc. | $129.48 -0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.3%
|
MCD McDonald's | $268.54 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.9%
|
MA Mastercard | $454.98 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.0%
|
ARCC Ares Capital | $20.78 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.3%
|
SPGI S&P Global | $429.21 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.8%
|
ROP Roper Technologies | $521.05 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.9%
|
BRK.B Berkshire Hathaway | $406.37 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.4%
|
BDX Becton, Dickinson and Company | $233.58 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.4%
|
BCE BCE | $33.61 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -25.4%
|
AEP American Electric Power | $90.58 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.8%
|
ADBE Adobe | $488.10 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.5%
|
IPG Interpublic Group of Companies | $30.96
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.4%
|
HCA HCA Healthcare | $309.42 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.2%
|
HIG The Hartford Financial Services Group | $99.70 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.2%
|
GILD Gilead Sciences | $64.92 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.4%
|
GIS General Mills | $69.53 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.7%
|
FHN First Horizon | $15.83 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.2%
|
FITB Fifth Third Bancorp | $38.48 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +53.6%
|
ES Eversource Energy | $61.04 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.9%
|
EQIX Equinix | $692.71 -2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.1%
|
ETR Entergy | $110.83 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.0%
|
EMR Emerson Electric | $112.65 +4.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.6%
|
EW Edwards Lifesciences | $85.09 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.2%
|
DUK Duke Energy | $102.39 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.2%
|
D Dominion Energy | $52.15 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.4%
|
DECK Deckers Outdoor | $853.72 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +89.7%
|
ACN Accenture | $311.99 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.9%
|
PWR Quanta Services | $264.86 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +53.2%
|
KO Coca-Cola | $62.85 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.0%
|
CME CME Group | $211.84 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.7%
|
BAC Bank of America | $37.70 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +33.8%
|
AGR Avangrid | $36.37 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.5%
|
T AT&T | $17.11 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.9%
|
ASML ASML | $911.47 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.7%
|
AON AON | $283.81 -1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.8%
|
ODFL Old Dominion Freight Line | $181.70 -1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.2%
|
NXPI NXP Semiconductors | $260.21 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +51.9%
|
TMUS T-Mobile US | $162.83 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.9%
|
SON Sonoco Products | $58.74 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.1%
|
ZTS Zoetis | $164.92 -2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.2%
|
DIS Walt Disney | $105.46 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.7%
|
BUD Anheuser-Busch InBev SA/NV | $63.00 +4.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.8%
|
AWK American Water Works | $132.96 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.7%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.2%
|
DHR Danaher | $249.58 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.3%
|
COST Costco Wholesale | $763.41 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.9%
|
CMCSA Comcast | $39.05 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.1%
|
CCI Crown Castle | $97.31 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.3%
|
QCOM QUALCOMM | $180.55 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +73.6%
|
CSCO Cisco Systems | $48.00 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.1%
|
CTAS Cintas | $690.54 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.8%
|
CINF Cincinnati Financial | $117.44 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.2%
|
BX Blackstone | $119.79 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +43.4%
|
NNN NNN REIT | $41.72 -1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | 0.0%
|
BAC Bank of America | $37.70 -0.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +7.9%
|
BDX Becton, Dickinson and Company | $233.58 -1.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -11.1%
|
GILD Gilead Sciences | $64.92 -0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -0.6%
|
PWR Quanta Services | $264.86 -0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +80.5%
|
BUD Anheuser-Busch InBev SA/NV | $63.00 +4.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +26.2%
|
CRL Charles River Laboratories International | $235.34 -0.4% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +10.0%
|
AMAT Applied Materials | $207.36 +0.0% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +97.5%
|
DIS Walt Disney | $105.46 +0.1% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -10.2%
|
EXPE Expedia Group | $111.54 -1.2% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +2.9%
|
KLAC KLA | $717.15 +0.4% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +126.3%
|
KLAC KLA | $717.15 +0.4% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +126.3%
|
ALLY Ally Financial | $39.49 +0.2% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +13.4%
|
SYF Synchrony Financial | $45.61 +0.8% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +19.8%
|
UNP Union Pacific | $245.90 +1.5% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -4.6%
|
KLAC KLA | $717.15 +0.4% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +95.4%
|
UNP Union Pacific | $245.90 +1.5% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -4.6%
|
KLAC KLA | $717.15 +0.4% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +95.4%
|
C Citigroup | $62.75 +1.2% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +10.9%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +29.1%
|
AMZN Amazon.com | $188.00 -0.4% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +10.3%
|
HD Home Depot | $338.70 -0.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +0.1%
|
LCID Lucid Group | $2.71 +3.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -88.0%
|
WMT Walmart | $60.30 -0.5% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +30.7%
|
PFE Pfizer | $28.28 +1.8% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -31.7%
|
CAT Caterpillar | $344.49 -0.1% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +79.0%
|
WFC Wells Fargo & Company | $61.23 +1.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +27.7%
|
FHN First Horizon | $15.83 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.8%
|
ES Eversource Energy | $61.04 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.3%
|
EXPE Expedia Group | $111.54 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.9%
|
MRK Merck & Co., Inc. | $129.48 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +80.8%
|
MA Mastercard | $454.98 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +30.9%
|
HCA HCA Healthcare | $309.42 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.5%
|
HIG The Hartford Financial Services Group | $99.70 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +41.9%
|
GIS General Mills | $69.53 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.2%
|
FITB Fifth Third Bancorp | $38.48 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -9.3%
|
AMZN Amazon.com | $188.00 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +14.5%
|
AEP American Electric Power | $90.58 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.6%
|
AWK American Water Works | $132.96 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.3%
|
AMAT Applied Materials | $207.36 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +61.1%
|
ASML ASML | $911.47 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.3%
|
T AT&T | $17.11 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -36.7%
|
BCE BCE | $33.61 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.9%
|
CRL Charles River Laboratories International | $235.34 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -43.0%
|
CSCO Cisco Systems | $48.00 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -11.8%
|
DHR Danaher | $249.58 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -18.0%
|
EQIX Equinix | $692.71 -2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -12.3%
|
TJX TJX Companies | $98.50 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +49.3%
|
SPGI S&P Global | $429.21 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.0%
|
ROP Roper Technologies | $521.05 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.8%
|
QCOM QUALCOMM | $180.55 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.0%
|
PLD Prologis | $105.89 -1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -15.6%
|
PFE Pfizer | $28.28 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -34.3%
|
PEP PepsiCo | $177.41 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.0%
|
ODFL Old Dominion Freight Line | $181.70 -1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.1%
|
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.2%
|
NWL Newell Brands | $8.05 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -63.6%
|
NNN NNN REIT | $41.72 -1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -3.4%
|
VZ Verizon Communications | $39.48 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.9%
|
SYF Synchrony Financial | $45.61 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.7%
|
ZTS Zoetis | $164.92 -2.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -21.2%
|
DIS Walt Disney | $105.46 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -42.0%
|
WMT Walmart | $60.30 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.8%
|
V Visa | $277.19 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.6%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +18.8%
|
TRU TransUnion | $77.78 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.4%
|
TT Trane Technologies | $327.53 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +62.9%
|
TMO Thermo Fisher Scientific | $573.64 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.4%
|
NXPI NXP Semiconductors | $260.21 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.8%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -8.5%
|
ADBE Adobe | $488.10 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -26.6%
|
ALLY Ally Financial | $39.49 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.9%
|
AON AON | $283.81 -1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -2.3%
|
ARCC Ares Capital | $20.78 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.8%
|
AGR Avangrid | $36.37 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -34.2%
|
BRK.B Berkshire Hathaway | $406.37 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +42.5%
|
BX Blackstone | $119.79 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -6.6%
|
CTAS Cintas | $690.54 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +74.2%
|
CME CME Group | $211.84 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.2%
|
KO Coca-Cola | $62.85 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.7%
|
CMCSA Comcast | $39.05 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -36.8%
|
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +65.6%
|
EW Edwards Lifesciences | $85.09 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -29.5%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.3%
|
PGX Invesco Preferred ETF | $11.49 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.5%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.9%
|
SHW Sherwin-Williams | $319.02 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.3%
|
SBUX Starbucks | $73.50 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.4%
|
TMUS T-Mobile US | $162.83 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.6%
|
CVS CVS Health | $54.93 -1.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -34.5%
|
WBA Walgreens Boots Alliance | $17.23 -0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -63.7%
|
V Visa | $277.19 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +15.5%
|
TMUS T-Mobile US | $162.83 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +13.9%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.5%
|
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.5%
|
TT Trane Technologies | $327.53 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +68.9%
|
TMO Thermo Fisher Scientific | $573.64 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.0%
|
SBUX Starbucks | $73.50 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -37.7%
|
PFE Pfizer | $28.28 +1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -38.5%
|
NXPI NXP Semiconductors | $260.21 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +19.9%
|
NTAP NetApp | $109.48 +2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +33.1%
|
MS Morgan Stanley | $95.64 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -5.1%
|
MA Mastercard | $454.98 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.7%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +24.3%
|
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +3.0%
|
EW Edwards Lifesciences | $85.09 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -25.6%
|
CVS CVS Health | $54.93 -1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -32.7%
|
CTAS Cintas | $690.54 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +76.0%
|
BX Blackstone | $119.79 -1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +4.9%
|
AMAT Applied Materials | $207.36 +0.0% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +46.0%
|
AON AON | $283.81 -1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +7.6%
|
REIT ALPS Active REIT ETF | $24.52 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $39.49 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.7%
|
ADBE Adobe | $488.10 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -22.4%
|
ACN Accenture | $311.99 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -2.4%
|
ABBV AbbVie | $160.40 -1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +40.6%
|
VZ Verizon Communications | $39.48 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -28.4%
|
ZTS Zoetis | $164.92 -2.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -17.4%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
QCOM QUALCOMM | $180.55 +0.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +21.3%
|
GIS General Mills | $69.53 -0.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +17.1%
|
CSCO Cisco Systems | $48.00 +1.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -13.4%
|
HCA HCA Healthcare | $309.42 -1.6% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +23.3%
|
WM Waste Management | $210.00 -0.2% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +97.1%
|
QCOM QUALCOMM | $180.55 +0.2% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +101.7%
|
CSCO Cisco Systems | $48.00 +1.5% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +3.3%
|
GIS General Mills | $69.53 -0.5% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +12.5%
|
HCA HCA Healthcare | $309.42 -1.6% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +207.7%
|
GOOGL Alphabet | $169.38 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +221.4%
|
ADBE Adobe | $488.10 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.9%
|
NNN NNN REIT | $41.72 -1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +54.5%
|
MAA Mid-America Apartment Communities | $132.97 -2.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +57.0%
|
MSFT Microsoft | $410.54 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +201.9%
|
ES Eversource Energy | $61.04 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -1.9%
|
MRK Merck & Co., Inc. | $129.48 -0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $268.54 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +95.9%
|
MA Mastercard | $454.98 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +123.8%
|
LAMR Lamar Advertising | $116.96 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +261.8%
|
KMB Kimberly-Clark | $135.93 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +21.0%
|
CB Chubb | $251.61 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +167.1%
|
JNJ Johnson & Johnson | $148.95 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +34.0%
|
INTC Intel | $30.00 -2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -39.5%
|
HD Home Depot | $338.70 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +108.6%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $472.60 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +219.1%
|
BRK.B Berkshire Hathaway | $406.37 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +150.6%
|
BAC Bank of America | $37.70 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +108.5%
|
AGR Avangrid | $36.37 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +0.6%
|
CME CME Group | $211.84 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +51.8%
|
CTAS Cintas | $690.54 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +339.7%
|
CINF Cincinnati Financial | $117.44 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +75.9%
|
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +147.5%
|
PLD Prologis | $105.89 -1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.1%
|
PG Procter & Gamble | $165.05 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.9%
|
PEP PepsiCo | $177.41 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +68.7%
|
VZ Verizon Communications | $39.48 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -21.5%
|
CMS CMS Energy | $62.74 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.3%
|
KO Coca-Cola | $62.85 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.3%
|
CL Colgate-Palmolive | $93.48 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +54.6%
|
CMCSA Comcast | $39.05 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +14.3%
|
COST Costco Wholesale | $763.41 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +167.4%
|
DHR Danaher | $249.58 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +105.6%
|
D Dominion Energy | $52.15 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -12.2%
|
DUK Duke Energy | $102.39 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +59.6%
|
EW Edwards Lifesciences | $85.09 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.4%
|
ESS Essex Property Trust | $254.50 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +39.7%
|
UNH UnitedHealth Group | $503.21 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +158.2%
|
TT Trane Technologies | $327.53 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +359.6%
|
TMO Thermo Fisher Scientific | $573.64 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +124.7%
|
TMUS T-Mobile US | $162.83 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.1%
|
PHM PulteGroup | $115.81 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +552.8%
|
NEE NextEra Energy | $72.84 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +60.4%
|
ZTS Zoetis | $164.92 -2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +78.0%
|
XEL Xcel Energy | $54.93 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +9.9%
|
DIS Walt Disney | $105.46 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.0%
|
WMT Walmart | $60.30 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.3%
|
WPC W. P. Carey | $56.76 -1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.4%
|
V Visa | $277.19 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +104.2%
|
PAYX Paychex | $121.19 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +140.5%
|
T AT&T | $17.11 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -36.1%
|
ARCC Ares Capital | $20.78 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +157.2%
|
AAPL Apple | $182.74 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +225.8%
|
AWK American Water Works | $132.96 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +37.0%
|
AEP American Electric Power | $90.58 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.4%
|
MGA Magna International | $47.08 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +48.3%
|
UNP Union Pacific | $245.90 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +91.2%
|
APH Amphenol | $126.61 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +255.0%
|
PNC The PNC Financial Services Group | $157.24 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +63.8%
|
SYY Sysco | $74.62 -1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +97.7%
|
EPR EPR Properties | $41.43 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +73.1%
|
PRU Prudential Financial | $116.72 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +120.6%
|
TMUS T-Mobile US | $162.83 +0.4% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +63.0%
|
AON AON | $283.81 -1.6% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +20.6%
|
PLD Prologis | $105.89 -1.7% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +13.3%
|
SIX Six Flags Entertainment | $25.07 -0.1% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -40.8%
|
UNH UnitedHealth Group | $503.21 +0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +115.7%
|
PHM PulteGroup | $115.81 -1.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +233.9%
|
ZTS Zoetis | $164.92 -2.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +35.7%
|
WPC W. P. Carey | $56.76 -1.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -35.2%
|
BLK BlackRock | $778.33 -0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +79.3%
|
CMA Comerica | $53.88 +1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -17.8%
|
GOOGL Alphabet | $169.38 -1.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +177.6%
|
ADBE Adobe | $488.10 -0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +75.1%
|
MA Mastercard | $454.98 +0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +68.5%
|
V Visa | $277.19 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +58.4%
|
STI SunTrust Banks | $2.42 +4.3% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.1%
|
BABA Alibaba Group | $78.47 -1.1% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $183.95 +0.7% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $233.34 +0.2% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $53.88 +1.3% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $251.61 -0.1% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $78.47 -1.1% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $96.35 +0.8% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $174.72 -1.7% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
USB U.S. Bancorp | $41.69 +0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $267.93 -0.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
LLY Eli Lilly and Company | $775.00 -0.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $69.53 -0.5% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $44.15
| 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 | $480.31 +1.9% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $28.52 +0.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $73.50 +1.4% | 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 | $33.64 +0.2% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $116.72 +0.4% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $17.84 +0.6% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -69.1%
|
CMS CMS Energy | $62.74 +0.8% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $72.84 +1.2% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $58.63 +0.5% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
TMO Thermo Fisher Scientific | $573.64 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $132.97 -2.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $41.72 -1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $267.93 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $121.19 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $56.76 -1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $17.84 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $277.19 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.48 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $480.31 +1.9% | 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 | $33.64 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $503.21 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $454.98 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $268.54 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $169.38 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $90.58 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $132.96 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $126.61 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $85.09 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $233.34 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $102.39 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $58.63 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $148.95 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $30.00 -2.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $90.75 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $338.70 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HTA Healthcare Trust of America | | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GPT Gramercy Property Trust | $27.48
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GSK GSK | $44.15
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $129.48 -0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $410.54 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $52.15 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $249.58 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $763.41 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.29 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $39.05 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $93.48 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $62.85 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $211.84 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $690.54 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CINF Cincinnati Financial | $117.44 +0.2% | 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 | |
XEL Xcel Energy | $54.93 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $164.92 -2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $69.53 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $74.62 -1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $2.42 +4.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $73.50 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $25.07 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $115.81 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $165.05 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $472.60 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $61.04 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $254.50 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $234.30 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $41.43 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $775.00 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DIS Walt Disney | $105.46 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $60.30 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $195.63 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $41.69 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $182.74 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $20.78 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.11 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.37 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $11.55 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $37.70 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $406.37 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $778.33 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $135.93 0.0% | 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 | |
PPL PPL | $28.52 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $157.24 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $177.41 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $47.08 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $61.23 +1.6% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |