VZ Verizon Communications | $39.72 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.5%
 |
ABBV AbbVie | $174.08 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +26.5%
 |
AMZN Amazon.com | $174.45 +2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +45.2%
 |
JEF Jefferies Financial Group | $40.84 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +33.9%
 |
UNP Union Pacific | $249.45 +0.3% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +29.2%
 |
KLAC KLA | $649.80 +5.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +40.9%
 |
CSCO Cisco Systems | $50.13 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +0.5%
 |
OCLCF Oracle Co. Japan | $75.00 +9.1% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +23.0%
 |
AMAT Applied Materials | $185.84 +6.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +36.6%
 |
WFC Wells Fargo & Company | $48.06 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +16.6%
 |
USB U.S. Bancorp | $40.18 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +31.0%
 |
REIT ALPS Active REIT ETF | $25.45 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +8.7%
 |
CVS CVS Health | $76.32 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +12.8%
 |
AEP American Electric Power | $76.66 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -6.8%
 |
WBA Walgreens Boots Alliance | $22.24 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -25.9%
 |
BAC Bank of America | $33.07 -0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +16.8%
 |
DE Deere & Company | $381.29 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +6.7%
 |
CAT Caterpillar | $317.16 -1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +49.7%
 |
NTAP NetApp | $89.85 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +28.7%
 |
C Citigroup | $53.99 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +21.1%
 |
PFE Pfizer | $27.56 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -26.7%
 |
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $85.89 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +2.4%
 |
BMO Bank of Montreal | $92.64 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +9.9%
 |
ARCC Ares Capital | $20.07 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.5%
 |
SPGI S&P Global | $437.89 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.2%
 |
ROP Roper Technologies | $550.26 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +22.4%
 |
BRK.B Berkshire Hathaway | $398.36 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.9%
 |
BDX Becton, Dickinson and Company | $243.75 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.8%
 |
BCE BCE | $37.53 -1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -16.7%
 |
BAC Bank of America | $33.07 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +17.4%
 |
AGR Avangrid | $30.38 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -19.4%
 |
T AT&T | $16.84 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.2%
 |
ASML ASML | $949.60 +2.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.0%
 |
AON AON | $312.56 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.4%
 |
BUD Anheuser-Busch InBev SA/NV | $64.51 -1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.4%
 |
AWK American Water Works | $122.20 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -14.2%
 |
AEP American Electric Power | $76.66 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -7.1%
 |
ADBE Adobe | $627.21 +1.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +60.0%
 |
ACN Accenture | $371.67 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.4%
 |
PWR Quanta Services | $210.11 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.6%
 |
KO Coca-Cola | $59.56 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.4%
 |
CME CME Group | $205.09 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +15.9%
 |
CSCO Cisco Systems | $50.13 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +2.2%
 |
CTAS Cintas | $618.22 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +33.2%
 |
CINF Cincinnati Financial | $108.89 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.6%
 |
BX Blackstone | $127.68 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.9%
 |
NNN NNN REIT | $39.70 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.8%
 |
NEE NextEra Energy | $56.58 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -22.9%
 |
MAA Mid-America Apartment Communities | $124.52 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.8%
 |
MET MetLife | $67.50 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.9%
 |
MRK Merck & Co., Inc. | $125.45 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +11.7%
 |
MCD McDonald's | $289.47 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.4%
 |
MA Mastercard | $457.88 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.7%
 |
LCID Lucid Group | $3.52 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -53.7%
 |
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +29.0%
 |
IPG Interpublic Group of Companies | $30.78 -3.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.9%
 |
HCA HCA Healthcare | $306.32 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.0%
 |
HIG The Hartford Financial Services Group | $90.81 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +32.3%
 |
GILD Gilead Sciences | $73.67 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.1%
 |
GIS General Mills | $62.34 -2.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -26.2%
 |
FHN First Horizon | $13.74 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +26.1%
 |
FITB Fifth Third Bancorp | $33.65 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.3%
 |
ES Eversource Energy | $54.98 +1.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -22.4%
 |
EQIX Equinix | $855.76 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.0%
 |
ETR Entergy | $97.95 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +0.8%
 |
EMR Emerson Electric | $103.20 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.6%
 |
EW Edwards Lifesciences | $85.01 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.1%
 |
DUK Duke Energy | $91.69 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.1%
 |
D Dominion Energy | $44.70 +1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.4%
 |
DECK Deckers Outdoor | $845.22 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +87.8%
 |
DHR Danaher | $242.95 -1.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.4%
 |
COST Costco Wholesale | $723.40 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +48.7%
 |
CMCSA Comcast | $42.07 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.6%
 |
CCI Crown Castle | $108.40 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.4%
 |
QCOM QUALCOMM | $151.00 +1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.2%
 |
PLD Prologis | $132.48 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.6%
 |
PG Procter & Gamble | $157.42 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.3%
 |
PEP PepsiCo | $167.67 -3.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.8%
 |
PAYX Paychex | $123.03 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.0%
 |
ODFL Old Dominion Freight Line | $435.33 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +40.3%
 |
NXPI NXP Semiconductors | $233.55 +2.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +36.3%
 |
TMUS T-Mobile US | $162.19 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.5%
 |
SON Sonoco Products | $56.95 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.1%
 |
ZTS Zoetis | $197.32 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.4%
 |
DIS Walt Disney | $108.39 -1.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.0%
 |
SHW Sherwin-Williams | $311.74 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +37.6%
 |
TJX TJX Companies | $98.75 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +30.0%
 |
VZ Verizon Communications | $39.72 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +14.1%
 |
UNH UnitedHealth Group | $518.22 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +8.5%
 |
V Visa | $276.43 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.7%
 |
TMO Thermo Fisher Scientific | $550.75 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.8%
 |
TRU TransUnion | $69.21
| Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -2.4%
 |
TT Trane Technologies | $275.44 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +64.4%
 |
SO Southern | $66.91 0.0% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | -4.2%
 |
SBUX Starbucks | $97.30 +0.7% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -1.2%
 |
BAC Bank of America | $33.07 -0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -5.4%
 |
BDX Becton, Dickinson and Company | $243.75 +1.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -7.3%
 |
GILD Gilead Sciences | $73.67 -0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +12.9%
 |
PWR Quanta Services | $210.11 +1.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +43.2%
 |
BUD Anheuser-Busch InBev SA/NV | $64.51 -1.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +29.3%
 |
CRL Charles River Laboratories International | $222.22 +1.6% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +3.9%
 |
AMAT Applied Materials | $185.84 +6.9% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +77.0%
 |
DIS Walt Disney | $108.39 -1.9% | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -7.7%
 |
EXPE Expedia Group | $131.11 -17.8% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +20.9%
 |
KLAC KLA | $649.80 +5.1% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +105.1%
 |
KLAC KLA | $649.80 +5.1% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +105.1%
 |
ALLY Ally Financial | $36.09 -0.3% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +3.6%
 |
SYF Synchrony Financial | $38.73 -0.4% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +1.7%
 |
KLAC KLA | $649.80 +5.1% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +77.0%
 |
UNP Union Pacific | $249.45 +0.3% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -3.2%
 |
UNP Union Pacific | $249.45 +0.3% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -3.2%
 |
KLAC KLA | $649.80 +5.1% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +77.0%
 |
C Citigroup | $53.99 -0.6% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | -4.6%
 |
AMZN Amazon.com | $174.45 +2.7% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +19.8%
 |
AMZN Amazon.com | $174.45 +2.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +2.3%
 |
HD Home Depot | $363.15 -0.2% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +7.4%
 |
LCID Lucid Group | $3.52 +0.3% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -84.4%
 |
WMT Walmart | $169.28 -0.1% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +22.3%
 |
PFE Pfizer | $27.56 0.0% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -33.5%
 |
CAT Caterpillar | $317.16 -1.5% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +64.8%
 |
WFC Wells Fargo & Company | $48.06 -0.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +0.2%
 |
FHN First Horizon | $13.74 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -15.7%
 |
ES Eversource Energy | $54.98 +1.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -32.8%
 |
EXPE Expedia Group | $131.11 -17.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.0%
 |
MRK Merck & Co., Inc. | $125.45 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +75.1%
 |
MA Mastercard | $457.88 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +31.7%
 |
HCA HCA Healthcare | $306.32 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +26.2%
 |
HIG The Hartford Financial Services Group | $90.81 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +29.3%
 |
GIS General Mills | $62.34 -2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +4.2%
 |
FITB Fifth Third Bancorp | $33.65 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.7%
 |
AMZN Amazon.com | $174.45 +2.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +6.2%
 |
AEP American Electric Power | $76.66 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -5.6%
 |
AWK American Water Works | $122.20 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -27.7%
 |
AMAT Applied Materials | $185.84 +6.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +44.4%
 |
ASML ASML | $949.60 +2.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.4%
 |
T AT&T | $16.84 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -37.7%
 |
BCE BCE | $37.53 -1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -25.0%
 |
CRL Charles River Laboratories International | $222.22 +1.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -46.2%
 |
CSCO Cisco Systems | $50.13 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.9%
 |
DHR Danaher | $242.95 -1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.2%
 |
EQIX Equinix | $855.76 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +8.3%
 |
TJX TJX Companies | $98.75 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +49.7%
 |
SPGI S&P Global | $437.89 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +3.1%
 |
ROP Roper Technologies | $550.26 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +23.3%
 |
QCOM QUALCOMM | $151.00 +1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +17.1%
 |
PLD Prologis | $132.48 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +5.6%
 |
PFE Pfizer | $27.56 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -35.9%
 |
PEP PepsiCo | $167.67 -3.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +11.5%
 |
ODFL Old Dominion Freight Line | $435.33 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +52.2%
 |
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -27.9%
 |
NWL Newell Brands | $6.85 -18.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -69.1%
 |
NNN NNN REIT | $39.70 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -8.1%
 |
VZ Verizon Communications | $39.72 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -26.5%
 |
SYF Synchrony Financial | $38.73 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -20.8%
 |
ZTS Zoetis | $197.32 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -5.7%
 |
DIS Walt Disney | $108.39 -1.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -40.4%
 |
WMT Walmart | $169.28 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +13.9%
 |
V Visa | $276.43 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +23.3%
 |
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +22.3%
 |
TRU TransUnion | $69.21
| Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -44.3%
 |
TT Trane Technologies | $275.44 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +37.0%
 |
TMO Thermo Fisher Scientific | $550.75 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -2.6%
 |
NXPI NXP Semiconductors | $233.55 +2.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.2%
 |
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +9.0%
 |
ADBE Adobe | $627.21 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -5.6%
 |
ALLY Ally Financial | $36.09 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -30.4%
 |
AON AON | $312.56 +1.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +7.6%
 |
ARCC Ares Capital | $20.07 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -0.7%
 |
AGR Avangrid | $30.38 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -45.1%
 |
BRK.B Berkshire Hathaway | $398.36 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +39.6%
 |
BX Blackstone | $127.68 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -0.5%
 |
CTAS Cintas | $618.22 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +56.0%
 |
CME CME Group | $205.09 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +3.8%
 |
KO Coca-Cola | $59.56 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +4.9%
 |
CMCSA Comcast | $42.07 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -31.9%
 |
COST Costco Wholesale | $723.40 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +56.9%
 |
EW Edwards Lifesciences | $85.01 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -29.5%
 |
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +10.8%
 |
PGX Invesco Preferred ETF | $11.86 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -22.1%
 |
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +9.1%
 |
SHW Sherwin-Williams | $311.74 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +1.0%
 |
SBUX Starbucks | $97.30 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -17.1%
 |
TMUS T-Mobile US | $162.19 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +19.1%
 |
CVS CVS Health | $76.32 +1.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -8.9%
 |
TMUS T-Mobile US | $162.19 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +13.4%
 |
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +26.1%
 |
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +26.1%
 |
TT Trane Technologies | $275.44 +2.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +42.1%
 |
TMO Thermo Fisher Scientific | $550.75 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +1.8%
 |
SBUX Starbucks | $97.30 +0.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -17.5%
 |
PFE Pfizer | $27.56 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -40.1%
 |
NXPI NXP Semiconductors | $233.55 +2.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +7.6%
 |
NTAP NetApp | $89.85 +1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +9.2%
 |
MS Morgan Stanley | $85.89 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -14.7%
 |
MA Mastercard | $457.88 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +23.5%
 |
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +11.2%
 |
HD Home Depot | $363.15 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +10.5%
 |
EW Edwards Lifesciences | $85.01 -0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -25.6%
 |
CVS CVS Health | $76.32 +1.7% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -6.5%
 |
CTAS Cintas | $618.22 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +57.5%
 |
BX Blackstone | $127.68 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +11.8%
 |
AMAT Applied Materials | $185.84 +6.9% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +30.9%
 |
AON AON | $312.56 +1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +18.5%
 |
REIT ALPS Active REIT ETF | $25.45 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $36.09 -0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -30.3%
 |
ADBE Adobe | $627.21 +1.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -0.3%
 |
ACN Accenture | $371.67 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +16.3%
 |
ABBV AbbVie | $174.08 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +52.6%
 |
VZ Verizon Communications | $39.72 -0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -27.9%
 |
ZTS Zoetis | $197.32 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -1.2%
 |
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
 |
WBA Walgreens Boots Alliance | $22.24 -1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -53.1%
 |
V Visa | $276.43 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +15.2%
 |
QCOM QUALCOMM | $151.00 +1.9% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +1.4%
 |
GIS General Mills | $62.34 -2.7% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +5.0%
 |
CSCO Cisco Systems | $50.13 +0.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | -9.6%
 |
HCA HCA Healthcare | $306.32 +0.3% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +22.0%
 |
WM Waste Management | $188.86 -0.3% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +77.2%
 |
QCOM QUALCOMM | $151.00 +1.9% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +68.7%
 |
CSCO Cisco Systems | $50.13 +0.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +7.9%
 |
GIS General Mills | $62.34 -2.7% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +0.9%
 |
HCA HCA Healthcare | $306.32 +0.3% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +204.6%
 |
NEE NextEra Energy | $56.58 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +24.6%
 |
ZTS Zoetis | $197.32 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +113.0%
 |
XEL Xcel Energy | $58.17 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +16.3%
 |
DIS Walt Disney | $108.39 -1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +26.4%
 |
WMT Walmart | $169.28 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +48.1%
 |
WPC W. P. Carey | $57.38 -6.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.8%
 |
V Visa | $276.43 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +103.6%
 |
VZ Verizon Communications | $39.72 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -21.0%
 |
UNH UnitedHealth Group | $518.22 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +165.9%
 |
TT Trane Technologies | $275.44 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +286.5%
 |
TMO Thermo Fisher Scientific | $550.75 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.7%
 |
TMUS T-Mobile US | $162.19 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +114.3%
 |
PHM PulteGroup | $103.10 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +481.2%
 |
PLD Prologis | $132.48 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +109.1%
 |
PG Procter & Gamble | $157.42 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +61.1%
 |
PEP PepsiCo | $167.67 -3.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +59.4%
 |
PAYX Paychex | $123.03 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +144.2%
 |
T AT&T | $16.84 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -37.1%
 |
ARCC Ares Capital | $20.07 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +148.4%
 |
AAPL Apple | $188.85 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +236.7%
 |
AWK American Water Works | $122.20 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +25.9%
 |
AEP American Electric Power | $76.66 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +9.5%
 |
GOOGL Alphabet | $149.00 +2.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +182.7%
 |
ADBE Adobe | $627.21 +1.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +104.1%
 |
NNN NNN REIT | $39.70 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +47.0%
 |
MAA Mid-America Apartment Communities | $124.52 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +47.1%
 |
MSFT Microsoft | $420.55 +1.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +209.3%
 |
ES Eversource Energy | $54.98 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -11.7%
 |
CMS CMS Energy | $56.08 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +15.6%
 |
KO Coca-Cola | $59.56 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +58.6%
 |
CL Colgate-Palmolive | $83.46 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +38.0%
 |
CMCSA Comcast | $42.07 +2.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +23.1%
 |
COST Costco Wholesale | $723.40 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +153.4%
 |
DHR Danaher | $242.95 -1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +100.1%
 |
D Dominion Energy | $44.70 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -24.7%
 |
DUK Duke Energy | $91.69 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +42.9%
 |
EW Edwards Lifesciences | $85.01 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.2%
 |
ESS Essex Property Trust | $229.80 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +26.1%
 |
MRK Merck & Co., Inc. | $125.45 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $289.47 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +111.1%
 |
MA Mastercard | $457.88 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +125.2%
 |
LAMR Lamar Advertising | $105.92 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +227.6%
 |
KMB Kimberly-Clark | $119.81 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +6.6%
 |
CB Chubb | $247.21 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +162.4%
 |
BRK.B Berkshire Hathaway | $398.36 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +145.7%
 |
BAC Bank of America | $33.07 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +82.9%
 |
AGR Avangrid | $30.38 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -15.9%
 |
CME CME Group | $205.09 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +47.0%
 |
CTAS Cintas | $618.22 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +293.6%
 |
CINF Cincinnati Financial | $108.89 +1.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +63.1%
 |
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +121.4%
 |
JNJ Johnson & Johnson | $156.76 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +41.0%
 |
INTC Intel | $43.31 +1.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -12.6%
 |
HD Home Depot | $363.15 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +123.6%
 |
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
 |
META Meta Platforms | $468.11 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +216.1%
 |
MGA Magna International | $54.69 -6.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +72.3%
 |
UNP Union Pacific | $249.45 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +93.9%
 |
APH Amphenol | $105.29 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +195.2%
 |
PNC The PNC Financial Services Group | $147.77 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +53.9%
 |
SYY Sysco | $79.55 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +110.7%
 |
EPR EPR Properties | $42.40 -0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +77.2%
 |
PRU Prudential Financial | $105.58 -2.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +99.5%
 |
TMUS T-Mobile US | $162.19 +0.8% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +62.4%
 |
AON AON | $312.56 +1.8% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +32.9%
 |
PLD Prologis | $132.48 +0.6% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +41.8%
 |
SIX Six Flags Entertainment | $25.33 +0.5% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -40.2%
 |
BLK BlackRock | $797.21 +0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +83.7%
 |
CMA Comerica | $51.35 +0.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -21.7%
 |
GOOGL Alphabet | $149.00 +2.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +144.2%
 |
ADBE Adobe | $627.21 +1.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +125.0%
 |
MA Mastercard | $457.88 -0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +69.6%
 |
V Visa | $276.43 +0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +58.0%
 |
UNH UnitedHealth Group | $518.22 -0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +122.1%
 |
PHM PulteGroup | $103.10 -0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +197.3%
 |
ZTS Zoetis | $197.32 +0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +62.4%
 |
WPC W. P. Carey | $57.38 -6.5% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -34.5%
 |
STI SunTrust Banks | $1.00 -13.8% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -98.4%
 |
BABA Alibaba Group | $72.02 +1.8% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $162.40 +1.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $202.72 -0.1% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $51.35 +0.5% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $247.21 +1.2% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $72.02 +1.8% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $92.90 -0.3% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $193.57 +2.1% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $740.16 +0.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $62.34 -2.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $41.91 +0.2% | 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 | $457.13 +2.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $25.87 +0.8% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $40.18 -0.5% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $240.00 +0.7% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $97.30 +0.7% | 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 | $31.03 +1.3% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $105.58 -2.8% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $16.25 +0.1% | Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -71.9%
 |
CMS CMS Energy | $56.08 -0.3% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $56.58 +0.5% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $53.99 +0.2% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $108.89 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $618.22 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $205.09 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $59.56 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $83.46 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $42.07 +2.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.32 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $723.40 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $242.95 -1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $44.70 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $53.99 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $91.69 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $202.72 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $85.01 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $740.16 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $42.40 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $249.18 -1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $229.80 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $54.98 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $468.11 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $62.34 -2.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $197.32 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $58.17 +0.3% | 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 | $108.39 -1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $169.28 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $175.01 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $43.31 +1.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $85.90 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $363.15 -0.2% | 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 | $41.91 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $125.45 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $420.55 +1.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $124.52 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $39.70 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $240.00 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $123.03 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $57.38 -6.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $16.25 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $276.43 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $39.72 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $457.13 +2.0% | 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 | $31.03 +1.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $518.22 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $40.18 -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 | $550.75 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $79.55 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $1.00 -13.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $97.30 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SIX Six Flags Entertainment | $25.33 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PHM PulteGroup | $103.10 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $157.42 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $25.87 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $147.77 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $167.67 -3.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $54.69 -6.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $457.88 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $289.47 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $149.00 +2.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $76.66 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $122.20 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $105.29 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $188.85 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $20.07 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $16.84 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $30.38 +1.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $9.71 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $33.07 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $398.36 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $797.21 +0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $119.81 -0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $48.06 -0.6% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |