VZ Verizon Communications | $44.01 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +25.7%
 |
ABBV AbbVie | $192.99 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +40.3%
 |
AMZN Amazon.com | $182.72 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +52.1%
 |
JEF Jefferies Financial Group | $63.64 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +108.6%
 |
UNP Union Pacific | $237.56 +0.3% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +23.0%
 |
KLAC KLA | $783.90 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +70.0%
 |
CSCO Cisco Systems | $52.73 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +5.8%
 |
OCLCF Oracle Co. Japan | $83.29
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +36.5%
 |
AMAT Applied Materials | $200.88 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +47.6%
 |
WFC Wells Fargo & Company | $57.28 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +38.9%
 |
USB U.S. Bancorp | $44.26 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +44.3%
 |
REIT ALPS Active REIT ETF | $28.22 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +20.5%
 |
CVS CVS Health | $65.88 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -2.6%
 |
AEP American Electric Power | $98.20 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +19.4%
 |
WBA Walgreens Boots Alliance | $9.08 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -69.7%
 |
BAC Bank of America | $39.95 0.0% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +41.1%
 |
DE Deere & Company | $400.34 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.1%
 |
CAT Caterpillar | $387.90 -2.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +83.1%
 |
NTAP NetApp | $126.55 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +81.2%
 |
C Citigroup | $63.24 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +41.8%
 |
PFE Pfizer | $29.18 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -22.4%
 |
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $107.51 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +28.1%
 |
BMO Bank of Montreal | $90.03 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +6.8%
 |
ARCC Ares Capital | $21.01 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.5%
 |
SPGI S&P Global | $518.35 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.7%
 |
ROP Roper Technologies | $542.91 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.8%
 |
BRK.B Berkshire Hathaway | $453.76 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +42.2%
 |
BDX Becton, Dickinson and Company | $237.17 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.9%
 |
BCE BCE | $33.52 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -25.6%
 |
BAC Bank of America | $39.95 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.8%
 |
AGR Avangrid | $35.72 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.2%
 |
T AT&T | $21.87 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.4%
 |
ASML ASML | $824.26 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.3%
 |
AON AON | $353.95 +2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.7%
 |
BUD Anheuser-Busch InBev SA/NV | $64.23 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.9%
 |
AWK American Water Works | $137.39 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.6%
 |
AEP American Electric Power | $98.20 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.0%
 |
ADBE Adobe | $496.24 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +26.6%
 |
ACN Accenture | $360.38 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.5%
 |
PWR Quanta Services | $308.67 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +78.6%
 |
KO Coca-Cola | $69.16 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.5%
 |
CME CME Group | $221.68 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.2%
 |
CSCO Cisco Systems | $52.73 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.5%
 |
CTAS Cintas | $207.02 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +78.4%
 |
CINF Cincinnati Financial | $133.88 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.9%
 |
BX Blackstone | $149.44 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +78.9%
 |
NNN NNN REIT | $47.63 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.2%
 |
NEE NextEra Energy | $80.50 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.7%
 |
MAA Mid-America Apartment Communities | $153.04 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.9%
 |
MET MetLife | $83.28 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +57.8%
 |
MRK Merck & Co., Inc. | $108.50 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.4%
 |
MCD McDonald's | $301.90 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.7%
 |
MA Mastercard | $497.06 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.3%
 |
LCID Lucid Group | $3.44 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -54.8%
 |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +55.3%
 |
IPG Interpublic Group of Companies | $30.87 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.7%
 |
HCA HCA Healthcare | $378.46 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +43.3%
 |
HIG The Hartford Financial Services Group | $115.62 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +68.4%
 |
GILD Gilead Sciences | $85.21 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +9.7%
 |
GIS General Mills | $72.49 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.2%
 |
FHN First Horizon | $15.46 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.8%
 |
FITB Fifth Third Bancorp | $41.99 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +67.6%
 |
ES Eversource Energy | $63.72 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -10.1%
 |
EQIX Equinix | $872.51 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.4%
 |
ETR Entergy | $130.53 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.3%
 |
EMR Emerson Electric | $109.42 -2.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +38.5%
 |
EW Edwards Lifesciences | $68.55 +6.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.0%
 |
DUK Duke Energy | $110.67 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.5%
 |
D Dominion Energy | $56.81 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +12.7%
 |
DECK Deckers Outdoor | $161.99 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1195.9%
 |
DHR Danaher | $268.81 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.6%
 |
COST Costco Wholesale | $890.42 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +83.0%
 |
CMCSA Comcast | $40.95 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.8%
 |
CCI Crown Castle | $112.10 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -0.1%
 |
QCOM QUALCOMM | $166.34 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +59.9%
 |
PLD Prologis | $119.32 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.2%
 |
PG Procter & Gamble | $168.16 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.7%
 |
PEP PepsiCo | $170.42 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.3%
 |
PAYX Paychex | $138.16 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +28.1%
 |
ODFL Old Dominion Freight Line | $192.16 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.9%
 |
NXPI NXP Semiconductors | $234.96 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.1%
 |
TMUS T-Mobile US | $211.17 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +55.5%
 |
SON Sonoco Products | $52.98 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.7%
 |
ZTS Zoetis | $187.37 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.4%
 |
DIS Walt Disney | $92.52 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.0%
 |
SHW Sherwin-Williams | $373.40 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +64.8%
 |
TJX TJX Companies | $113.45 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.4%
 |
VZ Verizon Communications | $44.01 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +26.4%
 |
UNH UnitedHealth Group | $581.56 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.7%
 |
V Visa | $274.96 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.1%
 |
TMO Thermo Fisher Scientific | $595.14 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.3%
 |
TRU TransUnion | $106.15 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +49.6%
 |
TT Trane Technologies | $396.50 +1.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +136.7%
 |
SO Southern | $89.29 +0.4% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +27.9%
 |
SBUX Starbucks | $96.21 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.3%
 |
BAC Bank of America | $39.95 0.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +14.3%
 |
BDX Becton, Dickinson and Company | $237.17 -0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -9.8%
 |
GILD Gilead Sciences | $85.21 +0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +30.5%
 |
PWR Quanta Services | $308.67 +0.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +110.3%
 |
BUD Anheuser-Busch InBev SA/NV | $64.23 -1.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +28.7%
 |
CRL Charles River Laboratories International | $186.83 -1.3% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -12.6%
 |
AMAT Applied Materials | $200.88 +0.4% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +91.3%
 |
DIS Walt Disney | $92.52 +0.1% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -21.2%
 |
EXPE Expedia Group | $151.95 +0.6% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +40.1%
 |
KLAC KLA | $783.90 +0.3% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +147.4%
 |
KLAC KLA | $783.90 +0.3% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +147.4%
 |
ALLY Ally Financial | $34.88 -0.9% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +0.1%
 |
SYF Synchrony Financial | $51.19 -0.7% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +34.5%
 |
KLAC KLA | $783.90 +0.3% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +113.6%
 |
UNP Union Pacific | $237.56 +0.3% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -7.8%
 |
UNP Union Pacific | $237.56 +0.3% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -7.8%
 |
KLAC KLA | $783.90 +0.3% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +113.6%
 |
C Citigroup | $63.24 +1.0% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +11.8%
 |
AMZN Amazon.com | $182.72 +1.1% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +25.5%
 |
AMZN Amazon.com | $182.72 +1.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +7.2%
 |
HD Home Depot | $414.23 +1.5% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +22.5%
 |
LCID Lucid Group | $3.44 +0.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -84.8%
 |
WMT Walmart | $79.71 +0.8% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +72.8%
 |
PFE Pfizer | $29.18 -0.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -29.6%
 |
CAT Caterpillar | $387.90 -2.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +101.5%
 |
WFC Wells Fargo & Company | $57.28 +0.2% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +19.4%
 |
FHN First Horizon | $15.46 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -5.1%
 |
ES Eversource Energy | $63.72 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -22.1%
 |
EXPE Expedia Group | $151.95 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.3%
 |
MRK Merck & Co., Inc. | $108.50 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +51.5%
 |
MA Mastercard | $497.06 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +43.0%
 |
HCA HCA Healthcare | $378.46 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +55.9%
 |
HIG The Hartford Financial Services Group | $115.62 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +64.6%
 |
GIS General Mills | $72.49 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +21.2%
 |
FITB Fifth Third Bancorp | $41.99 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -1.1%
 |
AMZN Amazon.com | $182.72 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.2%
 |
AEP American Electric Power | $98.20 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +21.0%
 |
AWK American Water Works | $137.39 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -18.7%
 |
AMAT Applied Materials | $200.88 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +56.0%
 |
ASML ASML | $824.26 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +10.6%
 |
T AT&T | $21.87 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -19.0%
 |
BCE BCE | $33.52 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -33.0%
 |
CRL Charles River Laboratories International | $186.83 -1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -54.7%
 |
CSCO Cisco Systems | $52.73 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -3.1%
 |
DHR Danaher | $268.81 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -11.7%
 |
EQIX Equinix | $872.51 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +10.4%
 |
TJX TJX Companies | $113.45 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +71.9%
 |
SPGI S&P Global | $518.35 +2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.0%
 |
ROP Roper Technologies | $542.91 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +21.7%
 |
QCOM QUALCOMM | $166.34 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +29.0%
 |
PLD Prologis | $119.32 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -4.9%
 |
PFE Pfizer | $29.18 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.2%
 |
PEP PepsiCo | $170.42 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +13.3%
 |
ODFL Old Dominion Freight Line | $192.16 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +34.4%
 |
NEE NextEra Energy | $80.50 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +2.5%
 |
NWL Newell Brands | $7.35 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -66.8%
 |
NNN NNN REIT | $47.63 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +10.3%
 |
VZ Verizon Communications | $44.01 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -18.5%
 |
SYF Synchrony Financial | $51.19 -0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +4.7%
 |
ZTS Zoetis | $187.37 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -10.4%
 |
DIS Walt Disney | $92.52 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -49.1%
 |
WMT Walmart | $79.71 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +61.0%
 |
V Visa | $274.96 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.7%
 |
UNH UnitedHealth Group | $581.56 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +37.3%
 |
TRU TransUnion | $106.15 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -14.6%
 |
TT Trane Technologies | $396.50 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +97.2%
 |
TMO Thermo Fisher Scientific | $595.14 -0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.2%
 |
NXPI NXP Semiconductors | $234.96 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.9%
 |
ACN Accenture | $360.38 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +5.7%
 |
ADBE Adobe | $496.24 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -25.3%
 |
ALLY Ally Financial | $34.88 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -32.8%
 |
AON AON | $353.95 +2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.8%
 |
ARCC Ares Capital | $21.01 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.9%
 |
AGR Avangrid | $35.72 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -35.4%
 |
BRK.B Berkshire Hathaway | $453.76 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +59.1%
 |
BX Blackstone | $149.44 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +16.5%
 |
CTAS Cintas | $207.02 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +108.9%
 |
CME CME Group | $221.68 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +12.2%
 |
KO Coca-Cola | $69.16 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.8%
 |
CMCSA Comcast | $40.95 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -33.7%
 |
COST Costco Wholesale | $890.42 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +93.2%
 |
EW Edwards Lifesciences | $68.55 +6.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -43.2%
 |
HD Home Depot | $414.23 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +26.4%
 |
PGX Invesco Preferred ETF | $12.35 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -18.9%
 |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +31.3%
 |
SHW Sherwin-Williams | $373.40 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +21.0%
 |
SBUX Starbucks | $96.21 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -18.0%
 |
TMUS T-Mobile US | $211.17 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +55.1%
 |
CVS CVS Health | $65.88 +1.0% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -21.4%
 |
TMUS T-Mobile US | $211.17 +1.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +47.7%
 |
UNH UnitedHealth Group | $581.56 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +41.5%
 |
UNH UnitedHealth Group | $581.56 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +41.5%
 |
TT Trane Technologies | $396.50 +1.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +104.5%
 |
TMO Thermo Fisher Scientific | $595.14 -0.6% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.0%
 |
SBUX Starbucks | $96.21 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -18.4%
 |
PFE Pfizer | $29.18 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -36.5%
 |
NXPI NXP Semiconductors | $234.96 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +8.2%
 |
NTAP NetApp | $126.55 +2.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +53.9%
 |
MS Morgan Stanley | $107.51 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +6.7%
 |
MA Mastercard | $497.06 +1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +34.1%
 |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +34.0%
 |
HD Home Depot | $414.23 +1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +26.0%
 |
EW Edwards Lifesciences | $68.55 +6.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -40.0%
 |
CVS CVS Health | $65.88 +1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -19.3%
 |
CTAS Cintas | $207.02 +1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +111.0%
 |
BX Blackstone | $149.44 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +30.8%
 |
AMAT Applied Materials | $200.88 +0.4% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +41.5%
 |
AON AON | $353.95 +2.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +34.2%
 |
REIT ALPS Active REIT ETF | $28.22 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $34.88 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -32.7%
 |
ADBE Adobe | $496.24 +1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -21.1%
 |
ACN Accenture | $360.38 +1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +12.8%
 |
ABBV AbbVie | $192.99 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +69.2%
 |
VZ Verizon Communications | $44.01 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -20.2%
 |
ZTS Zoetis | $187.37 +0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -6.2%
 |
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
 |
WBA Walgreens Boots Alliance | $9.08 +2.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -80.9%
 |
V Visa | $274.96 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +14.6%
 |
QCOM QUALCOMM | $166.34 -0.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +11.7%
 |
GIS General Mills | $72.49 -0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +22.1%
 |
CSCO Cisco Systems | $52.73 +0.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -4.9%
 |
HCA HCA Healthcare | $378.46 -1.1% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +50.8%
 |
WM Waste Management | $208.68 +1.6% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +95.8%
 |
QCOM QUALCOMM | $166.34 -0.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +85.8%
 |
CSCO Cisco Systems | $52.73 +0.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +13.4%
 |
GIS General Mills | $72.49 -0.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +17.3%
 |
HCA HCA Healthcare | $378.46 -1.1% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +276.4%
 |
NEE NextEra Energy | $80.50 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +77.3%
 |
ZTS Zoetis | $187.37 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +102.2%
 |
XEL Xcel Energy | $62.93 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +25.9%
 |
DIS Walt Disney | $92.52 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +7.9%
 |
WMT Walmart | $79.71 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +109.2%
 |
WPC W. P. Carey | $59.61 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +35.9%
 |
V Visa | $274.96 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +102.6%
 |
VZ Verizon Communications | $44.01 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -12.5%
 |
UNH UnitedHealth Group | $581.56 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +198.5%
 |
TT Trane Technologies | $396.50 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +456.4%
 |
TMO Thermo Fisher Scientific | $595.14 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +133.1%
 |
TMUS T-Mobile US | $211.17 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +179.0%
 |
PHM PulteGroup | $140.16 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +690.1%
 |
PLD Prologis | $119.32 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +88.3%
 |
PG Procter & Gamble | $168.16 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +72.1%
 |
PEP PepsiCo | $170.42 +1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.0%
 |
PAYX Paychex | $138.16 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +174.2%
 |
T AT&T | $21.87 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -18.3%
 |
ARCC Ares Capital | $21.01 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +160.0%
 |
AAPL Apple | $225.77 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +302.5%
 |
AWK American Water Works | $137.39 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +41.5%
 |
AEP American Electric Power | $98.20 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +40.3%
 |
GOOGL Alphabet | $164.38 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +211.9%
 |
ADBE Adobe | $496.24 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.5%
 |
NNN NNN REIT | $47.63 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +76.4%
 |
MAA Mid-America Apartment Communities | $153.04 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +80.7%
 |
MSFT Microsoft | $414.71 +1.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +205.0%
 |
ES Eversource Energy | $63.72 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +2.4%
 |
CMS CMS Energy | $69.97 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +44.2%
 |
KO Coca-Cola | $69.16 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +84.1%
 |
CL Colgate-Palmolive | $100.61 +2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +66.4%
 |
CMCSA Comcast | $40.95 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +19.8%
 |
COST Costco Wholesale | $890.42 +1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +211.8%
 |
DHR Danaher | $268.81 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +121.4%
 |
D Dominion Energy | $56.81 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -4.3%
 |
DUK Duke Energy | $110.67 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +72.5%
 |
EW Edwards Lifesciences | $68.55 +6.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.8%
 |
ESS Essex Property Trust | $288.48 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.3%
 |
MRK Merck & Co., Inc. | $108.50 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $301.90 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +120.2%
 |
MA Mastercard | $497.06 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +144.5%
 |
LAMR Lamar Advertising | $132.93 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +311.2%
 |
KMB Kimberly-Clark | $142.01 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +26.4%
 |
CB Chubb | $279.96 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +197.2%
 |
BRK.B Berkshire Hathaway | $453.76 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +179.9%
 |
BAC Bank of America | $39.95 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +121.0%
 |
AGR Avangrid | $35.72 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -1.2%
 |
CME CME Group | $221.68 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.9%
 |
CTAS Cintas | $207.02 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +427.2%
 |
CINF Cincinnati Financial | $133.88 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +100.5%
 |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +166.7%
 |
JNJ Johnson & Johnson | $159.64 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +43.6%
 |
INTC Intel | $23.32 +4.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -53.0%
 |
HD Home Depot | $414.23 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +155.1%
 |
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
 |
META Meta Platforms | $592.89 +1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +300.3%
 |
MGA Magna International | $40.48 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +27.5%
 |
UNP Union Pacific | $237.56 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +84.7%
 |
APH Amphenol | $64.32 +2.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +260.7%
 |
PNC The PNC Financial Services Group | $180.82 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +88.4%
 |
SYY Sysco | $75.32 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +99.5%
 |
EPR EPR Properties | $47.71 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +99.4%
 |
PRU Prudential Financial | $120.88 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +128.4%
 |
TMUS T-Mobile US | $211.17 +1.4% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +111.4%
 |
AON AON | $353.95 +2.9% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +50.4%
 |
PLD Prologis | $119.32 -0.6% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +27.7%
 |
SIX Six Flags Entertainment | $32.00 -3.4% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -24.4%
 |
BLK BlackRock | $949.07 +0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +118.6%
 |
CMA Comerica | $57.87 -0.7% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -11.8%
 |
GOOGL Alphabet | $164.38 +0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +169.4%
 |
ADBE Adobe | $496.24 +1.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +78.0%
 |
MA Mastercard | $497.06 +1.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +84.1%
 |
V Visa | $274.96 +0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +57.1%
 |
UNH UnitedHealth Group | $581.56 -0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +149.3%
 |
PHM PulteGroup | $140.16 +0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +304.2%
 |
ZTS Zoetis | $187.37 +0.0% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +54.2%
 |
WPC W. P. Carey | $59.61 -0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -32.0%
 |
STI SunTrust Banks | $0.36 -5.3% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -99.4%
 |
BABA Alibaba Group | $109.73 -6.6% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $202.21 +0.5% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $252.59 +1.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $57.87 -0.7% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $279.96 +1.0% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $109.73 -6.6% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $134.69 -0.1% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $244.50 +1.5% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $913.72 +1.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $72.49 -0.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $38.03 -1.6% | 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 | $607.89 +2.3% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $32.14 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $44.26 -0.5% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $238.09 +0.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $96.21 +0.1% | 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 | $35.69 -1.2% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $120.88 +0.3% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $19.65 -0.3% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -66.0%
 |
CMS CMS Energy | $69.97 +0.3% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $80.50 +0.3% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $53.21 -2.6% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $133.88 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $207.02 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $221.68 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $69.16 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $100.61 +2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $40.95 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.63 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $890.42 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $268.81 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $56.81 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $53.21 -2.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $110.67 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $252.59 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $68.55 +6.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $913.72 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $47.71 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $286.34 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $288.48 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $63.72 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $592.89 +1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $72.49 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $187.37 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $62.93 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HCN Horizons China High Dividend Yield Index ETF | C$22.00 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DIS Walt Disney | $92.52 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $79.71 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $159.64 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $23.32 +4.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $98.87 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $414.23 +1.5% | 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 | $38.03 -1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $108.50 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $414.71 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $153.04 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $47.63 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $238.09 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $138.16 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $59.61 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $19.65 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $274.96 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $44.01 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $607.89 +2.3% | 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 | $35.69 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $581.56 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $44.26 -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 | $595.14 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $75.32 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $0.36 -5.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $96.21 +0.1% | 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 | $140.16 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $168.16 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $32.14 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $180.82 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $170.42 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $40.48 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $497.06 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $301.90 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $164.38 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $98.20 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $137.39 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $64.32 +2.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $225.77 +1.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $21.01 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $21.87 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $35.72 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $8.15 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $39.95 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $453.76 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $949.07 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $142.01 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $57.28 +0.2% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |