WBD Warner Bros. Discovery | $7.72
| Sale $1,001 - $15,000 | 9/13/2024 | 8/12/2024 | +15.1%
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YUM Yum! Brands | $134.72 -0.9% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -1.6%
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MCK McKesson | $495.09 +2.4% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -8.9%
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CMCSA Comcast | $40.95 +1.0% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +4.9%
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COKE Coca-Cola Consolidated | $1,278.61 +1.7% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +35.3%
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CMCSA Comcast | $40.95 +1.0% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +4.9%
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YUM Yum! Brands | $134.72 -0.9% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -1.6%
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T AT&T | $21.87 +0.4% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +27.8%
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IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $52.20 +0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +3.0%
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CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $98.01 +0.1% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +4.9%
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UNP Union Pacific | $237.56 +0.3% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +12.0%
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EOG EOG Resources | $130.37 -2.9% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +1.7%
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EMXC iShares MSCI Emerging Markets ex China ETF | $60.34 +0.8% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +21.5%
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EMXC iShares MSCI Emerging Markets ex China ETF | $60.34 +0.8% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +21.5%
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PFE Pfizer | $29.18 -0.1% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -29.1%
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PARA Paramount Global | $10.50 -0.2% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -53.5%
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CMI Cummins | $329.53 -0.7% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +27.7%
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SHY iShares 1-3 Year Treasury Bond ETF | $82.48 +0.1% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +1.4%
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SCHP Schwab U.S. TIPS ETF | $53.16 +0.2% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -1.2%
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DGX Quest Diagnostics | $148.78 +1.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -1.1%
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EFA iShares MSCI EAFE ETF | $81.94 -0.2% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +26.5%
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TXN Texas Instruments | $202.21 +0.5% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +12.7%
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TGT Target | $151.32 +1.6% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -12.7%
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CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $98.01 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +8.2%
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FHYS Federated Hermes Short Duration High Yield ETF | $23.11 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.3%
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FDEV Fidelity International Multifactor ETF | $29.07 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +32.0%
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VUG Vanguard Growth ETF | $385.21 +1.6% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +81.2%
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VYM Vanguard High Dividend Yield ETF | $127.99 +0.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +21.7%
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IJR iShares Core S&P Small-Cap ETF | $114.55 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +16.5%
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SCHP Schwab U.S. TIPS ETF | $53.16 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +1.9%
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EMR Emerson Electric | $109.42 -2.8% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +21.5%
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UPS United Parcel Service | $130.96 -0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -33.2%
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TGT Target | $151.32 +1.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -9.4%
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CLX Clorox | $159.81 -0.5% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -7.4%
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APD Air Products and Chemicals | $310.36 -0.7% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | +4.1%
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LHX L3Harris Technologies | $241.15 -0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +7.9%
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GILD Gilead Sciences | $85.21 +0.9% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +26.6%
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BMY Bristol-Myers Squibb | $52.48 -1.8% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -11.6%
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GD General Dynamics | $296.90 -0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +51.9%
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DGX Quest Diagnostics | $148.78 +1.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +6.3%
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MRK Merck & Co., Inc. | $108.50 -0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $202.21 +0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +8.2%
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HRL Hormel Foods | $31.07 -0.6% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -33.8%
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BLK BlackRock | $949.07 +0.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +10.3%
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D Dominion Energy | $56.81 -0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -25.0%
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WM Waste Management | $208.68 +1.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +80.6%
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ABT Abbott Laboratories | $114.61 +1.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -1.2%
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D Dominion Energy | $56.81 -0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -16.5%
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IRM Iron Mountain | $118.84 +1.8% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +240.3%
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JNJ Johnson & Johnson | $159.64 +0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +4.3%
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PG Procter & Gamble | $168.16 +0.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +37.7%
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VTRS Viatris | $11.32 -0.1% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -16.7%
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CLX Clorox | $159.81 -0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -10.3%
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CSCO Cisco Systems | $52.73 +0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +18.3%
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AMGN Amgen | $317.68 +0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +43.2%
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UNP Union Pacific | $237.56 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +36.8%
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HRL Hormel Foods | $31.07 -0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -39.2%
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CVX Chevron | $148.76 -1.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +72.0%
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CVS CVS Health | $65.88 +1.0% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.1%
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ABT Abbott Laboratories | $114.61 +1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +14.8%
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AFL Aflac | $112.47 +0.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +209.9%
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MO Altria Group | $49.55 -0.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +16.5%
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BUD Anheuser-Busch InBev SA/NV | $64.23 -1.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.4%
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BECN Beacon Roofing Supply | $95.16 -0.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +225.6%
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BTI British American Tobacco | $35.22 +0.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -0.2%
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CSCO Cisco Systems | $52.73 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +13.9%
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CLX Clorox | $159.81 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -30.1%
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GLW Corning | $44.59 +1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +47.5%
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D Dominion Energy | $56.81 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -30.8%
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DOV Dover | $187.10 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +78.6%
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EMR Emerson Electric | $109.42 -2.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +75.7%
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ENR Energizer | $31.54 -0.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -35.8%
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HAL Halliburton | $30.05 -3.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +105.1%
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JNJ Johnson & Johnson | $159.64 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +8.7%
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MCD McDonald's | $301.90 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +53.8%
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MDLZ Mondelez International | $70.85 -0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +27.2%
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PG Procter & Gamble | $168.16 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +31.5%
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SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
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KHC Kraft Heinz | $34.66 +0.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -1.7%
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USB U.S. Bancorp | $44.26 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +21.9%
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WM Waste Management | $208.68 +1.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +94.1%
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YUMC Yum China | $47.11 -5.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -10.4%
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AMGN Amgen | $317.68 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +24.4%
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CVX Chevron | $148.76 -1.6% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +110.4%
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QCOM QUALCOMM | $166.34 -0.4% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +158.0%
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PFE Pfizer | $29.18 -0.1% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -15.7%
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EXC Exelon | $39.61 +0.2% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -12.9%
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ABBV AbbVie | $192.99 -0.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +161.5%
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PSX Phillips 66 | $132.31 -4.5% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +34.3%
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CVS CVS Health | $65.88 +1.0% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +25.0%
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BTI British American Tobacco | $35.22 +0.1% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -0.7%
 |
KHC Kraft Heinz | $34.66 +0.2% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -27.4%
 |
BTI British American Tobacco | $35.22 +0.1% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -0.7%
 |
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |