VZ Verizon Communications | $39.62 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.2%
|
ABBV AbbVie | $160.33 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.6%
|
AMZN Amazon.com | $190.56 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +58.7%
|
JEF Jefferies Financial Group | $45.91 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +50.5%
|
UNP Union Pacific | $246.46 +0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +27.6%
|
KLAC KLA | $713.73 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.8%
|
CSCO Cisco Systems | $47.74 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -4.3%
|
OCLCF Oracle Co. Japan | $72.50
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +18.9%
|
AMAT Applied Materials | $206.66 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +51.9%
|
WFC Wells Fargo & Company | $61.15 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +48.3%
|
USB U.S. Bancorp | $41.65 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +35.8%
|
REIT ALPS Active REIT ETF | $24.86 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +6.2%
|
CVS CVS Health | $55.32 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -18.2%
|
AEP American Electric Power | $90.58 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.1%
|
WBA Walgreens Boots Alliance | $17.20 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -42.7%
|
BAC Bank of America | $38.11 +1.1% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +34.6%
|
DE Deere & Company | $409.67 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +14.7%
|
CAT Caterpillar | $352.23 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +66.3%
|
NTAP NetApp | $107.83 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +54.4%
|
C Citigroup | $62.97 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +41.2%
|
PFE Pfizer | $28.10 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -25.3%
|
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $97.55 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.3%
|
BMO Bank of Montreal | $93.41 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +10.8%
|
ARCC Ares Capital | $20.88 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.8%
|
SPGI S&P Global | $430.16 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.0%
|
ROP Roper Technologies | $522.40 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.2%
|
BRK.B Berkshire Hathaway | $407.00 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.6%
|
BDX Becton, Dickinson and Company | $234.81 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.9%
|
BCE BCE | $33.72 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -25.2%
|
BAC Bank of America | $38.11 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.3%
|
AGR Avangrid | $36.86 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.2%
|
T AT&T | $17.13 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.1%
|
ASML ASML | $913.42 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.9%
|
AON AON | $285.13 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.4%
|
BUD Anheuser-Busch InBev SA/NV | $63.40 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.5%
|
AWK American Water Works | $134.49 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.6%
|
AEP American Electric Power | $90.58 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.8%
|
ADBE Adobe | $482.15 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.0%
|
ACN Accenture | $304.66 -2.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.4%
|
PWR Quanta Services | $270.60 +2.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +56.6%
|
KO Coca-Cola | $63.07 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.4%
|
CME CME Group | $212.55 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.1%
|
CSCO Cisco Systems | $47.74 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.6%
|
CTAS Cintas | $695.42 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.8%
|
CINF Cincinnati Financial | $117.93 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.7%
|
BX Blackstone | $122.46 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.6%
|
NNN NNN REIT | $42.18 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.1%
|
NEE NextEra Energy | $73.96 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.8%
|
MAA Mid-America Apartment Communities | $135.13 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.5%
|
MET MetLife | $72.53 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.4%
|
MRK Merck & Co., Inc. | $130.20 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.9%
|
MCD McDonald's | $267.59 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -6.3%
|
MA Mastercard | $455.29 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.0%
|
LCID Lucid Group | $2.73 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -64.1%
|
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.1%
|
IPG Interpublic Group of Companies | $31.12 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.0%
|
HCA HCA Healthcare | $319.59 +3.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.0%
|
HIG The Hartford Financial Services Group | $100.67 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.6%
|
GILD Gilead Sciences | $64.78 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.6%
|
GIS General Mills | $70.02 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.1%
|
FHN First Horizon | $15.85 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.4%
|
FITB Fifth Third Bancorp | $38.68 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +54.4%
|
ES Eversource Energy | $61.50 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.2%
|
EQIX Equinix | $772.94 +11.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.3%
|
ETR Entergy | $111.12 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.3%
|
EMR Emerson Electric | $115.47 +2.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +46.1%
|
EW Edwards Lifesciences | $87.46 +2.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.1%
|
DUK Duke Energy | $102.77 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.6%
|
D Dominion Energy | $52.86 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.8%
|
DECK Deckers Outdoor | $871.85 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +93.7%
|
DHR Danaher | $250.33 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.6%
|
COST Costco Wholesale | $778.40 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +60.0%
|
CMCSA Comcast | $38.69 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.0%
|
CCI Crown Castle | $99.47 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.4%
|
QCOM QUALCOMM | $180.92 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +73.9%
|
PLD Prologis | $107.81 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.6%
|
PG Procter & Gamble | $165.79 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.0%
|
PEP PepsiCo | $177.89 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.2%
|
PAYX Paychex | $120.64 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.8%
|
ODFL Old Dominion Freight Line | $184.27 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.8%
|
NXPI NXP Semiconductors | $260.81 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.2%
|
TMUS T-Mobile US | $164.07 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.9%
|
SON Sonoco Products | $58.64 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.3%
|
ZTS Zoetis | $167.99 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.7%
|
DIS Walt Disney | $105.77 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.0%
|
SHW Sherwin-Williams | $319.98 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.3%
|
TJX TJX Companies | $99.16 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.6%
|
VZ Verizon Communications | $39.62 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.8%
|
UNH UnitedHealth Group | $507.13 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.2%
|
V Visa | $277.18 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.1%
|
TMO Thermo Fisher Scientific | $576.59 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.7%
|
TRU TransUnion | $78.08 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.1%
|
TT Trane Technologies | $331.47 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +97.9%
|
SO Southern | $77.90 +0.3% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +11.6%
|
SBUX Starbucks | $75.39 +2.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -23.4%
|
BAC Bank of America | $38.11 +1.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +9.1%
|
BDX Becton, Dickinson and Company | $234.81 +0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -10.7%
|
GILD Gilead Sciences | $64.78 -0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -0.8%
|
PWR Quanta Services | $270.60 +2.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +84.4%
|
BUD Anheuser-Busch InBev SA/NV | $63.40 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +27.1%
|
CRL Charles River Laboratories International | $226.84 -3.6% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +6.1%
|
AMAT Applied Materials | $206.66 -0.3% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +96.8%
|
DIS Walt Disney | $105.77 +0.3% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -10.0%
|
EXPE Expedia Group | $112.36 +0.7% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +3.6%
|
KLAC KLA | $713.73 -0.5% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +125.3%
|
KLAC KLA | $713.73 -0.5% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +125.3%
|
ALLY Ally Financial | $39.49 +0.0% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +13.4%
|
SYF Synchrony Financial | $45.71 +0.2% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +20.1%
|
KLAC KLA | $713.73 -0.5% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +94.5%
|
UNP Union Pacific | $246.46 +0.2% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -4.4%
|
UNP Union Pacific | $246.46 +0.2% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -4.4%
|
KLAC KLA | $713.73 -0.5% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +94.5%
|
C Citigroup | $62.97 +0.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +11.3%
|
AMZN Amazon.com | $190.56 +1.4% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +30.8%
|
AMZN Amazon.com | $190.56 +1.4% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +11.8%
|
HD Home Depot | $346.38 +2.2% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +2.4%
|
LCID Lucid Group | $2.73 +0.7% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -87.9%
|
WMT Walmart | $60.47 +0.6% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +31.1%
|
PFE Pfizer | $28.10 +0.9% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -32.2%
|
CAT Caterpillar | $352.23 +2.2% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +83.0%
|
WFC Wells Fargo & Company | $61.15 +0.4% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +27.5%
|
FHN First Horizon | $15.85 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.7%
|
ES Eversource Energy | $61.50 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -24.8%
|
EXPE Expedia Group | $112.36 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -31.4%
|
MRK Merck & Co., Inc. | $130.20 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +81.8%
|
MA Mastercard | $455.29 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.0%
|
HCA HCA Healthcare | $319.59 +3.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.7%
|
HIG The Hartford Financial Services Group | $100.67 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +43.3%
|
GIS General Mills | $70.02 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.1%
|
FITB Fifth Third Bancorp | $38.68 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -8.9%
|
AMZN Amazon.com | $190.56 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +16.0%
|
AEP American Electric Power | $90.58 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.6%
|
AWK American Water Works | $134.49 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.4%
|
AMAT Applied Materials | $206.66 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +60.5%
|
ASML ASML | $913.42 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.6%
|
T AT&T | $17.13 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -36.6%
|
BCE BCE | $33.72 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.6%
|
CRL Charles River Laboratories International | $226.84 -3.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -45.0%
|
CSCO Cisco Systems | $47.74 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -12.3%
|
DHR Danaher | $250.33 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -17.8%
|
EQIX Equinix | $772.94 +11.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.2%
|
TJX TJX Companies | $99.16 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +50.3%
|
SPGI S&P Global | $430.16 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.2%
|
ROP Roper Technologies | $522.40 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.1%
|
QCOM QUALCOMM | $180.92 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +40.3%
|
PLD Prologis | $107.81 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -14.0%
|
PFE Pfizer | $28.10 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -34.7%
|
PEP PepsiCo | $177.89 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +18.3%
|
ODFL Old Dominion Freight Line | $184.27 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +28.9%
|
NEE NextEra Energy | $73.96 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -5.8%
|
NWL Newell Brands | $8.18 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -63.1%
|
NNN NNN REIT | $42.18 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -2.3%
|
VZ Verizon Communications | $39.62 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.6%
|
SYF Synchrony Financial | $45.71 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.5%
|
ZTS Zoetis | $167.99 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -19.7%
|
DIS Walt Disney | $105.77 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -41.8%
|
WMT Walmart | $60.47 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.1%
|
V Visa | $277.18 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.6%
|
UNH UnitedHealth Group | $507.13 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.7%
|
TRU TransUnion | $78.08 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.2%
|
TT Trane Technologies | $331.47 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +64.9%
|
TMO Thermo Fisher Scientific | $576.59 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +2.0%
|
NXPI NXP Semiconductors | $260.81 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.1%
|
ACN Accenture | $304.66 -2.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -10.7%
|
ADBE Adobe | $482.15 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.5%
|
ALLY Ally Financial | $39.49 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.9%
|
AON AON | $285.13 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -1.9%
|
ARCC Ares Capital | $20.88 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.3%
|
AGR Avangrid | $36.86 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -33.3%
|
BRK.B Berkshire Hathaway | $407.00 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +42.7%
|
BX Blackstone | $122.46 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -4.6%
|
CTAS Cintas | $695.42 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +75.4%
|
CME CME Group | $212.55 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.6%
|
KO Coca-Cola | $63.07 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +11.1%
|
CMCSA Comcast | $38.69 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -37.3%
|
COST Costco Wholesale | $778.40 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +68.9%
|
EW Edwards Lifesciences | $87.46 +2.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -27.5%
|
HD Home Depot | $346.38 +2.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.7%
|
PGX Invesco Preferred ETF | $11.52 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -24.3%
|
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.7%
|
SHW Sherwin-Williams | $319.98 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.7%
|
SBUX Starbucks | $75.39 +2.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.8%
|
TMUS T-Mobile US | $164.07 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.5%
|
CVS CVS Health | $55.32 +0.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -34.0%
|
TMUS T-Mobile US | $164.07 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.7%
|
UNH UnitedHealth Group | $507.13 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.4%
|
UNH UnitedHealth Group | $507.13 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.4%
|
TT Trane Technologies | $331.47 +1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +70.9%
|
TMO Thermo Fisher Scientific | $576.59 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.5%
|
SBUX Starbucks | $75.39 +2.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -36.1%
|
PFE Pfizer | $28.10 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -38.9%
|
NXPI NXP Semiconductors | $260.81 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +20.1%
|
NTAP NetApp | $107.83 -1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +31.1%
|
MS Morgan Stanley | $97.55 +2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -3.2%
|
MA Mastercard | $455.29 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +22.8%
|
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +25.1%
|
HD Home Depot | $346.38 +2.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +5.4%
|
EW Edwards Lifesciences | $87.46 +2.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.5%
|
CVS CVS Health | $55.32 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -32.2%
|
CTAS Cintas | $695.42 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +77.2%
|
BX Blackstone | $122.46 +2.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +7.2%
|
AMAT Applied Materials | $206.66 -0.3% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +45.5%
|
AON AON | $285.13 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +8.1%
|
REIT ALPS Active REIT ETF | $24.86 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $39.49 +0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.7%
|
ADBE Adobe | $482.15 -1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.4%
|
ACN Accenture | $304.66 -2.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -4.7%
|
ABBV AbbVie | $160.33 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +40.6%
|
VZ Verizon Communications | $39.62 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -28.1%
|
ZTS Zoetis | $167.99 +1.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -15.9%
|
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
|
WBA Walgreens Boots Alliance | $17.20 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -63.7%
|
V Visa | $277.18 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +15.5%
|
QCOM QUALCOMM | $180.92 +0.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +21.5%
|
GIS General Mills | $70.02 +0.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +17.9%
|
CSCO Cisco Systems | $47.74 -0.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -13.9%
|
HCA HCA Healthcare | $319.59 +3.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +27.3%
|
WM Waste Management | $210.03 +0.0% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +97.1%
|
QCOM QUALCOMM | $180.92 +0.2% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +102.1%
|
CSCO Cisco Systems | $47.74 -0.5% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +2.7%
|
GIS General Mills | $70.02 +0.7% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +13.3%
|
HCA HCA Healthcare | $319.59 +3.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +217.8%
|
NEE NextEra Energy | $73.96 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.9%
|
ZTS Zoetis | $167.99 +1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +81.3%
|
XEL Xcel Energy | $55.33 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +10.7%
|
DIS Walt Disney | $105.77 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.3%
|
WMT Walmart | $60.47 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.7%
|
WPC W. P. Carey | $57.82 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +31.8%
|
V Visa | $277.18 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +104.2%
|
VZ Verizon Communications | $39.62 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -21.2%
|
UNH UnitedHealth Group | $507.13 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +160.3%
|
TT Trane Technologies | $331.47 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +365.2%
|
TMO Thermo Fisher Scientific | $576.59 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +125.8%
|
TMUS T-Mobile US | $164.07 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +116.7%
|
PHM PulteGroup | $117.31 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +561.3%
|
PLD Prologis | $107.81 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.1%
|
PG Procter & Gamble | $165.79 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.7%
|
PEP PepsiCo | $177.89 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +69.1%
|
PAYX Paychex | $120.64 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +139.4%
|
T AT&T | $17.13 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -36.0%
|
ARCC Ares Capital | $20.88 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +158.4%
|
AAPL Apple | $184.27 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +228.5%
|
AWK American Water Works | $134.49 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +38.5%
|
AEP American Electric Power | $90.58 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +29.4%
|
GOOGL Alphabet | $169.17 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +221.0%
|
ADBE Adobe | $482.15 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.9%
|
NNN NNN REIT | $42.18 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +56.2%
|
MAA Mid-America Apartment Communities | $135.13 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +59.6%
|
MSFT Microsoft | $411.85 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +202.9%
|
ES Eversource Energy | $61.50 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -1.2%
|
CMS CMS Energy | $63.06 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.0%
|
KO Coca-Cola | $63.07 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.9%
|
CL Colgate-Palmolive | $94.14 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.7%
|
CMCSA Comcast | $38.69 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +13.2%
|
COST Costco Wholesale | $778.40 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +172.6%
|
DHR Danaher | $250.33 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +106.2%
|
D Dominion Energy | $52.86 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -11.0%
|
DUK Duke Energy | $102.77 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +60.2%
|
EW Edwards Lifesciences | $87.46 +2.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +66.9%
|
ESS Essex Property Trust | $258.35 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +41.8%
|
MRK Merck & Co., Inc. | $130.20 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $267.59 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +95.2%
|
MA Mastercard | $455.29 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +123.9%
|
LAMR Lamar Advertising | $118.81 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +267.5%
|
KMB Kimberly-Clark | $136.34 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +21.4%
|
CB Chubb | $252.09 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +167.6%
|
BRK.B Berkshire Hathaway | $407.00 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +151.0%
|
BAC Bank of America | $38.11 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +110.8%
|
AGR Avangrid | $36.86 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +2.0%
|
CME CME Group | $212.55 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +52.3%
|
CTAS Cintas | $695.42 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +342.8%
|
CINF Cincinnati Financial | $117.93 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.6%
|
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +149.0%
|
JNJ Johnson & Johnson | $149.50 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +34.5%
|
INTC Intel | $30.12 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -39.2%
|
HD Home Depot | $346.38 +2.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +113.3%
|
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
|
META Meta Platforms | $475.69 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +221.2%
|
MGA Magna International | $46.84 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +47.5%
|
UNP Union Pacific | $246.46 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +91.6%
|
APH Amphenol | $127.23 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +256.7%
|
PNC The PNC Financial Services Group | $156.95 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +63.5%
|
SYY Sysco | $74.97 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +98.6%
|
EPR EPR Properties | $41.57 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +73.7%
|
PRU Prudential Financial | $117.61 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +122.2%
|
TMUS T-Mobile US | $164.07 +0.8% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +64.3%
|
AON AON | $285.13 +0.5% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +21.2%
|
PLD Prologis | $107.81 +1.8% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +15.4%
|
SIX Six Flags Entertainment | $26.66 +6.4% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -37.0%
|
BLK BlackRock | $788.02 +1.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +81.5%
|
CMA Comerica | $53.35 -1.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -18.7%
|
GOOGL Alphabet | $169.17 -0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +177.2%
|
ADBE Adobe | $482.15 -1.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +73.0%
|
MA Mastercard | $455.29 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +68.6%
|
V Visa | $277.18 0.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +58.4%
|
UNH UnitedHealth Group | $507.13 +0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +117.4%
|
PHM PulteGroup | $117.31 +1.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +238.3%
|
ZTS Zoetis | $167.99 +1.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +38.2%
|
WPC W. P. Carey | $57.82 +1.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -34.0%
|
STI SunTrust Banks | $2.42 +4.3% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -96.1%
|
BABA Alibaba Group | $79.47 +1.3% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $185.12 +0.6% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $233.15 0.0% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $53.35 -1.0% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $252.09 +0.2% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $79.47 +1.3% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $96.95 +0.6% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $172.07 -1.5% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $774.84 0.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $70.02 +0.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $44.59 +1.0% | 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 | $485.38 +1.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $28.83 +1.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $41.65 -0.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $269.95 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $75.39 +2.6% | 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 | $33.97 +1.0% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $117.61 +0.8% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $17.97 +0.7% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -68.9%
|
CMS CMS Energy | $63.06 +0.5% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $73.96 +1.5% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $59.40 +1.3% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $117.93 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $695.42 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $212.55 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $63.07 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $94.14 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $38.69 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.28 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $778.40 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $250.33 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $52.86 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $59.40 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $102.77 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $233.15 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $87.46 +2.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $774.84 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $41.57 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $239.19 +2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $258.35 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $61.50 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $475.69 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $70.02 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $167.99 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $55.33 +0.7% | 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 | $105.77 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $60.47 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $196.82 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $149.50 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $30.12 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $90.74 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $346.38 +2.2% | 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 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $130.20 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $411.85 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $135.13 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $42.18 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $269.95 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $120.64 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $57.82 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $17.97 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $277.18 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.62 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $485.38 +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 | $33.97 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $507.13 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $41.65 -0.1% | 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 | $576.59 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $74.97 +0.5% | 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 | $75.39 +2.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $26.66 +6.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $117.31 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $165.79 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $28.83 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $156.95 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $177.89 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $46.84 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $455.29 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $267.59 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $169.17 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $90.58 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $134.49 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $127.23 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $184.27 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $20.88 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $17.13 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.86 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $8.25 -28.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $38.11 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $407.00 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $788.02 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $136.34 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $61.15 +0.4% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |