IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.14 +0.0% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +0.9%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.60 -0.1% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +2.3%
|
UNP Union Pacific | $249.45 +0.3% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +17.6%
|
EOG EOG Resources | $111.05 -1.8% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | -13.4%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $55.79 +0.5% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +12.3%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $55.79 +0.5% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +12.3%
|
PFE Pfizer | $27.56 0.0% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -33.0%
|
PARA Paramount Global | $12.90 -0.8% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -42.9%
|
CMI Cummins | $251.78 +0.7% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -2.4%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.81 0.0% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.6%
|
SCHP Schwab U.S. TIPS ETF | $51.62 -0.1% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -4.1%
|
DGX Quest Diagnostics | $126.74 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -15.7%
|
EFA iShares MSCI EAFE ETF | $75.30 +0.3% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +16.3%
|
TXN Texas Instruments | $162.40 +1.4% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | -9.5%
|
TGT Target | $146.53 -0.6% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -15.5%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.60 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.6%
|
FHYS Federated Hermes Short Duration High Yield ETF | $22.91 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.4%
|
FDEV Fidelity International Multifactor ETF | $26.56
| Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +20.6%
|
VUG Vanguard Growth ETF | $337.68 +1.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +58.9%
|
VYM Vanguard High Dividend Yield ETF | $112.88 -0.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +7.3%
|
IJR iShares Core S&P Small-Cap ETF | $106.00 +1.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +7.8%
|
SCHP Schwab U.S. TIPS ETF | $51.62 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -1.1%
|
EMR Emerson Electric | $103.20 +0.8% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +14.6%
|
UPS United Parcel Service | $146.26 -1.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -25.4%
|
TGT Target | $146.53 -0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -12.2%
|
CLX Clorox | $153.20 -0.7% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -11.3%
|
APD Air Products and Chemicals | $219.84 0.0% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -26.3%
|
LHX L3Harris Technologies | $209.84 +0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -6.1%
|
GILD Gilead Sciences | $73.67 -0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +9.4%
|
BMY Bristol-Myers Squibb | $49.81 +2.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -16.1%
|
GD General Dynamics | $270.14 +0.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +38.2%
|
DGX Quest Diagnostics | $126.74 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -9.5%
|
MRK Merck & Co., Inc. | $125.45 -0.9% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $162.40 +1.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -13.1%
|
HRL Hormel Foods | $29.06 -1.4% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -38.1%
|
BLK BlackRock | $797.21 +0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -7.4%
|
D Dominion Energy | $44.70 +1.2% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -41.0%
|
WM Waste Management | $188.86 -0.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +63.5%
|
ABT Abbott Laboratories | $111.81 -0.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -3.6%
|
D Dominion Energy | $44.70 +1.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -34.3%
|
IRM Iron Mountain | $68.63 +0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +96.5%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +2.4%
|
PG Procter & Gamble | $157.42 -0.8% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +28.9%
|
VTRS Viatris | $11.68 +1.0% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -14.1%
|
CLX Clorox | $153.20 -0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -14.0%
|
CSCO Cisco Systems | $50.13 +0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +12.5%
|
AMGN Amgen | $291.12 -1.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +31.2%
|
UNP Union Pacific | $249.45 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +43.6%
|
HRL Hormel Foods | $29.06 -1.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -43.2%
|
CVX Chevron | $151.04 -2.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +74.6%
|
CVS CVS Health | $76.32 +1.7% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +20.6%
|
ABT Abbott Laboratories | $111.81 -0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +12.0%
|
AFL Aflac | $78.23 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +115.6%
|
MO Altria Group | $40.11 +0.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -5.7%
|
BUD Anheuser-Busch InBev SA/NV | $64.51 -1.7% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.9%
|
BECN Beacon Roofing Supply | $87.28 +1.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +198.6%
|
BTI British American Tobacco | $30.75 -2.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -12.9%
|
CSCO Cisco Systems | $50.13 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +8.3%
|
CLX Clorox | $153.20 -0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -33.0%
|
GLW Corning | $32.04 +1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +6.0%
|
D Dominion Energy | $44.70 +1.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -45.5%
|
DOV Dover | $160.53 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +53.2%
|
EMR Emerson Electric | $103.20 +0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +65.7%
|
ENR Energizer | $31.38 -1.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -36.1%
|
HAL Halliburton | $34.51 -1.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +135.6%
|
JNJ Johnson & Johnson | $156.76 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +6.8%
|
MCD McDonald's | $289.47 -0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +47.5%
|
MDLZ Mondelez International | $73.17 -2.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +31.3%
|
PG Procter & Gamble | $157.42 -0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +23.1%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $35.97 -1.4% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +2.0%
|
USB U.S. Bancorp | $40.18 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +10.6%
|
WM Waste Management | $188.86 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +75.7%
|
YUMC Yum China | $40.31 +1.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -23.4%
|
AMGN Amgen | $291.12 -1.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +14.0%
|
CVX Chevron | $151.04 -2.0% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +113.7%
|
QCOM QUALCOMM | $151.00 +1.9% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +134.2%
|
PFE Pfizer | $27.56 0.0% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -20.4%
|
EXC Exelon | $33.84 +0.3% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -25.6%
|
ABBV AbbVie | $174.08 -0.4% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +135.9%
|
PSX Phillips 66 | $145.66 -0.8% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +47.9%
|
CVS CVS Health | $76.32 +1.7% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +44.8%
|
BTI British American Tobacco | $30.75 -2.3% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -13.3%
|
KHC Kraft Heinz | $35.97 -1.4% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -24.7%
|
BTI British American Tobacco | $30.75 -2.3% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -13.3%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |