VZ Verizon Communications | $44.34 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +26.7%
 |
ABBV AbbVie | $182.93 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +33.0%
 |
AMZN Amazon.com | $207.89 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +73.1%
 |
JEF Jefferies Financial Group | $79.14 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +159.4%
 |
UNP Union Pacific | $244.66 -0.2% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +26.7%
 |
KLAC KLA | $647.03 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +40.3%
 |
CSCO Cisco Systems | $59.21 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +18.8%
 |
OCLCF Oracle Co. Japan | $97.95
| Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +60.6%
 |
AMAT Applied Materials | $174.71 +2.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +28.4%
 |
WFC Wells Fargo & Company | $76.17 -1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +84.7%
 |
USB U.S. Bancorp | $53.29 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +73.8%
 |
REIT ALPS Active REIT ETF | $29.64 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +26.6%
 |
CVS CVS Health | $59.85 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -11.5%
 |
AEP American Electric Power | $99.86 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +21.4%
 |
WBA Walgreens Boots Alliance | $9.02 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -69.9%
 |
BAC Bank of America | $47.51 -0.5% | Sale $15,001 - $50,000 | 6/6/2023 | 5/26/2023 | +67.8%
 |
DE Deere & Company | $465.90 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +30.4%
 |
CAT Caterpillar | $406.11 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +91.7%
 |
NTAP NetApp | $122.64 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +75.6%
 |
C Citigroup | $70.87 +1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +58.9%
 |
PFE Pfizer | $26.21 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | -30.3%
 |
WBK Westpac Banking | $14.20
| Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | |
MS Morgan Stanley | $131.61 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +56.9%
 |
BMO Bank of Montreal | $95.25 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/26/2023 | +13.0%
 |
ARCC Ares Capital | $22.15 +0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +18.6%
 |
SPGI S&P Global | $522.51 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.8%
 |
ROP Roper Technologies | $566.44 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +26.0%
 |
BRK.B Berkshire Hathaway | $483.02 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +51.4%
 |
BDX Becton, Dickinson and Company | $221.90 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -8.2%
 |
BCE BCE | $27.03 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -40.0%
 |
BAC Bank of America | $47.51 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +68.7%
 |
AGR Avangrid | $36.10 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.2%
 |
T AT&T | $23.16 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.9%
 |
ASML ASML | $686.61 +2.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.1%
 |
AON AON | $391.54 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +25.8%
 |
BUD Anheuser-Busch InBev SA/NV | $53.80 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.4%
 |
AWK American Water Works | $136.94 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -3.9%
 |
AEP American Electric Power | $99.86 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +21.0%
 |
ADBE Adobe | $515.93 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +31.6%
 |
ACN Accenture | $362.37 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +24.2%
 |
PWR Quanta Services | $344.52 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +99.3%
 |
KO Coca-Cola | $64.08 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.1%
 |
CME CME Group | $238.00 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +34.4%
 |
CSCO Cisco Systems | $59.21 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +20.8%
 |
CTAS Cintas | $225.79 +0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +94.6%
 |
CINF Cincinnati Financial | $159.83 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +62.3%
 |
BX Blackstone | $191.09 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +128.8%
 |
NNN NNN REIT | $43.98 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +5.4%
 |
NEE NextEra Energy | $78.67 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +7.2%
 |
MAA Mid-America Apartment Communities | $164.16 -0.6% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +13.6%
 |
MET MetLife | $88.23 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +67.2%
 |
MRK Merck & Co., Inc. | $101.64 -1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -9.5%
 |
MCD McDonald's | $296.01 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +3.7%
 |
MA Mastercard | $532.94 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +44.0%
 |
LCID Lucid Group | $2.18 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -71.4%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +84.1%
 |
IPG Interpublic Group of Companies | $30.81 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -17.8%
 |
HCA HCA Healthcare | $327.22 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.9%
 |
HIG The Hartford Financial Services Group | $123.31 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +79.6%
 |
GILD Gilead Sciences | $92.58 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +19.2%
 |
GIS General Mills | $66.26 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -21.6%
 |
FHN First Horizon | $21.13 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +93.9%
 |
FITB Fifth Third Bancorp | $48.06 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +91.9%
 |
ES Eversource Energy | $64.49 -0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -9.0%
 |
EQIX Equinix | $981.48 +0.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +38.8%
 |
ETR Entergy | $156.17 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +60.6%
 |
EMR Emerson Electric | $132.60 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +67.8%
 |
EW Edwards Lifesciences | $71.35 -1.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -12.6%
 |
DUK Duke Energy | $117.05 -0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +31.7%
 |
D Dominion Energy | $58.75 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +16.5%
 |
DECK Deckers Outdoor | $195.96 +2.2% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1467.6%
 |
DHR Danaher | $239.69 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.0%
 |
COST Costco Wholesale | $971.88 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +99.7%
 |
CMCSA Comcast | $43.19 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +10.5%
 |
CCI Crown Castle | $106.25 -0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -5.4%
 |
QCOM QUALCOMM | $158.53 +1.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +52.4%
 |
PLD Prologis | $116.78 -0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -4.3%
 |
PG Procter & Gamble | $179.26 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +23.3%
 |
PEP PepsiCo | $163.45 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -11.1%
 |
PAYX Paychex | $146.27 +0.4% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +35.6%
 |
ODFL Old Dominion Freight Line | $225.14 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +45.2%
 |
NXPI NXP Semiconductors | $229.37 +1.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +33.9%
 |
TMUS T-Mobile US | $246.94 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +81.9%
 |
SON Sonoco Products | $51.88 +1.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -13.5%
 |
ZTS Zoetis | $175.25 -0.8% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +6.1%
 |
DIS Walt Disney | | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | -100.0%
 |
SHW Sherwin-Williams | $397.40 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +75.4%
 |
TJX TJX Companies | $125.69 -0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +65.5%
 |
VZ Verizon Communications | $44.34 -0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.3%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +27.7%
 |
V Visa | $315.08 +0.1% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +41.1%
 |
TMO Thermo Fisher Scientific | $529.63 +1.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +1.7%
 |
TRU TransUnion | $101.50 +0.5% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +43.1%
 |
TT Trane Technologies | $416.22 +0.0% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +148.5%
 |
SO Southern | $89.13 -0.7% | Sale $15,001 - $50,000 | 6/6/2023 | 5/25/2023 | +27.7%
 |
SBUX Starbucks | $102.46 +0.9% | Sale $1,001 - $15,000 | 6/6/2023 | 5/25/2023 | +4.1%
 |
BAC Bank of America | $47.51 -0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +36.0%
 |
BDX Becton, Dickinson and Company | $221.90 0.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -15.6%
 |
GILD Gilead Sciences | $92.58 +0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +41.8%
 |
PWR Quanta Services | $344.52 +0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +134.8%
 |
BUD Anheuser-Busch InBev SA/NV | $53.80 -0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +7.8%
 |
CRL Charles River Laboratories International | $199.06 -0.3% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -6.9%
 |
AMAT Applied Materials | $174.71 +2.0% | Sale $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | +66.4%
 |
DIS Walt Disney | | Purchase $1,001 - $15,000 | 9/13/2022 | 8/25/2022 | -100.0%
 |
EXPE Expedia Group | $184.62 -0.2% | Sale $1,001 - $15,000 | 5/15/2023 | 8/25/2022 | +70.3%
 |
KLAC KLA | $647.03 +2.4% | Sale $1,001 - $15,000 | 8/8/2022 | 7/8/2022 | +104.2%
 |
KLAC KLA | $647.03 +2.4% | Sale $1,001 - $15,000 | 10/6/2022 | 7/8/2022 | +104.2%
 |
ALLY Ally Financial | $39.98 +1.2% | Sale $1,001 - $15,000 | 7/13/2022 | 6/15/2022 | +14.8%
 |
SYF Synchrony Financial | $67.52 +0.4% | Sale $1,001 - $15,000 | 5/10/2022 | 4/28/2022 | +77.4%
 |
KLAC KLA | $647.03 +2.4% | Purchase $1,001 - $15,000 | 5/10/2022 | 4/4/2022 | +76.3%
 |
UNP Union Pacific | $244.66 -0.2% | Purchase $15,001 - $50,000 | 5/10/2022 | 4/4/2022 | -5.1%
 |
UNP Union Pacific | $244.66 -0.2% | Purchase $15,001 - $50,000 | 5/15/2023 | 4/4/2022 | -5.1%
 |
KLAC KLA | $647.03 +2.4% | Purchase $1,001 - $15,000 | 10/6/2022 | 4/4/2022 | +76.3%
 |
C Citigroup | $70.87 +1.0% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +25.2%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 4/11/2022 | 3/4/2022 | +42.7%
 |
AMZN Amazon.com | $207.89 +1.0% | Sale $1,001 - $15,000 | 11/3/2021 | 10/15/2021 | +22.0%
 |
HD Home Depot | $429.13 +0.5% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +26.9%
 |
LCID Lucid Group | $2.18 +0.5% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -90.3%
 |
WMT Walmart | $92.50 +0.7% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | +100.5%
 |
PFE Pfizer | $26.21 +1.5% | Sale $1,001 - $15,000 | 11/3/2021 | 10/13/2021 | -36.7%
 |
CAT Caterpillar | $406.11 +0.6% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +111.0%
 |
WFC Wells Fargo & Company | $76.17 -1.3% | Purchase $1,001 - $15,000 | 11/3/2021 | 10/5/2021 | +58.8%
 |
FHN First Horizon | $21.13 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +29.7%
 |
ES Eversource Energy | $64.49 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.1%
 |
EXPE Expedia Group | $184.62 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +12.6%
 |
MRK Merck & Co., Inc. | $101.64 -1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +41.9%
 |
MA Mastercard | $532.94 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +53.3%
 |
HCA HCA Healthcare | $327.22 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +34.8%
 |
HIG The Hartford Financial Services Group | $123.31 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +75.5%
 |
GIS General Mills | $66.26 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +10.8%
 |
FITB Fifth Third Bancorp | $48.06 -0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +13.2%
 |
AMZN Amazon.com | $207.89 +1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +26.6%
 |
AEP American Electric Power | $99.86 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +23.0%
 |
AWK American Water Works | $136.94 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -19.0%
 |
AMAT Applied Materials | $174.71 +2.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +35.7%
 |
ASML ASML | $686.61 +2.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -7.9%
 |
T AT&T | $23.16 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -14.3%
 |
BCE BCE | $27.03 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -46.0%
 |
CRL Charles River Laboratories International | $199.06 -0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -51.8%
 |
CSCO Cisco Systems | $59.21 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +8.8%
 |
DHR Danaher | $239.69 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -21.3%
 |
EQIX Equinix | $981.48 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +24.2%
 |
TJX TJX Companies | $125.69 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +90.5%
 |
SPGI S&P Global | $522.51 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +23.0%
 |
ROP Roper Technologies | $566.44 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +27.0%
 |
QCOM QUALCOMM | $158.53 +1.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +22.9%
 |
PLD Prologis | $116.78 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -6.9%
 |
PFE Pfizer | $26.21 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -39.1%
 |
PEP PepsiCo | $163.45 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +8.7%
 |
ODFL Old Dominion Freight Line | $225.14 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +57.5%
 |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +0.2%
 |
NWL Newell Brands | $9.59 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -56.7%
 |
NNN NNN REIT | $43.98 -0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +1.8%
 |
VZ Verizon Communications | $44.34 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | -17.9%
 |
SYF Synchrony Financial | $67.52 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/30/2021 | +38.1%
 |
ZTS Zoetis | $175.25 -0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -16.2%
 |
DIS Walt Disney | | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -100.0%
 |
WMT Walmart | $92.50 +0.7% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +86.8%
 |
V Visa | $315.08 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +40.5%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +44.0%
 |
TRU TransUnion | $101.50 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -18.3%
 |
TT Trane Technologies | $416.22 +0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +107.0%
 |
TMO Thermo Fisher Scientific | $529.63 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -6.3%
 |
NXPI NXP Semiconductors | $229.37 +1.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +8.2%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +6.3%
 |
ADBE Adobe | $515.93 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -22.4%
 |
ALLY Ally Financial | $39.98 +1.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -23.0%
 |
AON AON | $391.54 -0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +34.7%
 |
ARCC Ares Capital | $22.15 +0.6% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +9.5%
 |
AGR Avangrid | $36.10 -0.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -34.7%
 |
BRK.B Berkshire Hathaway | $483.02 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +69.3%
 |
BX Blackstone | $191.09 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +48.9%
 |
CTAS Cintas | $225.79 +0.8% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +127.9%
 |
CME CME Group | $238.00 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +20.4%
 |
KO Coca-Cola | $64.08 +0.2% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +12.9%
 |
CMCSA Comcast | $43.19 +1.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -30.1%
 |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +110.8%
 |
EW Edwards Lifesciences | $71.35 -1.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -40.8%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +30.9%
 |
PGX Invesco Preferred ETF | $11.98 +0.4% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -21.3%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +55.6%
 |
SHW Sherwin-Williams | $397.40 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +28.7%
 |
SBUX Starbucks | $102.46 +0.9% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | -12.7%
 |
TMUS T-Mobile US | $246.94 +0.3% | Purchase $1,001 - $15,000 | 10/7/2021 | 9/2/2021 | +81.4%
 |
CVS CVS Health | $59.85 -0.2% | Sale $1,001 - $15,000 | 9/10/2021 | 8/24/2021 | -28.6%
 |
TMUS T-Mobile US | $246.94 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +72.7%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +48.5%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +48.5%
 |
TT Trane Technologies | $416.22 +0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +114.7%
 |
TMO Thermo Fisher Scientific | $529.63 +1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -2.1%
 |
SBUX Starbucks | $102.46 +0.9% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -13.1%
 |
PFE Pfizer | $26.21 +1.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -43.0%
 |
NXPI NXP Semiconductors | $229.37 +1.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +5.6%
 |
NTAP NetApp | $122.64 +0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +49.1%
 |
MS Morgan Stanley | $131.61 +0.3% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +30.6%
 |
MA Mastercard | $532.94 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +43.8%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +58.7%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +30.5%
 |
EW Edwards Lifesciences | $71.35 -1.0% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -37.6%
 |
CVS CVS Health | $59.85 -0.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -26.7%
 |
CTAS Cintas | $225.79 +0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +130.1%
 |
BX Blackstone | $191.09 +1.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +67.3%
 |
AMAT Applied Materials | $174.71 +2.0% | Purchase $15,001 - $50,000 | 9/10/2021 | 8/9/2021 | +23.0%
 |
AON AON | $391.54 -0.5% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +48.4%
 |
REIT ALPS Active REIT ETF | $29.64 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | |
ALLY Ally Financial | $39.98 +1.2% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -22.8%
 |
ADBE Adobe | $515.93 +0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -18.0%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +13.4%
 |
ABBV AbbVie | $182.93 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +60.4%
 |
VZ Verizon Communications | $44.34 -0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -19.6%
 |
ZTS Zoetis | $175.25 -0.8% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -12.3%
 |
WBK Westpac Banking | $14.20
| Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -23.8%
 |
WBA Walgreens Boots Alliance | $9.02 -0.4% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | -81.0%
 |
V Visa | $315.08 +0.1% | Purchase $1,001 - $15,000 | 9/10/2021 | 8/9/2021 | +31.3%
 |
QCOM QUALCOMM | $158.53 +1.4% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +6.5%
 |
GIS General Mills | $66.26 +0.0% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +11.6%
 |
CSCO Cisco Systems | $59.21 -0.1% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +6.8%
 |
HCA HCA Healthcare | $327.22 +0.5% | Sale $1,001 - $15,000 | 9/10/2021 | 8/2/2021 | +30.4%
 |
WM Waste Management | $228.22 -0.1% | Sale $1,001 - $15,000 | 8/12/2020 | 7/20/2020 | +114.2%
 |
QCOM QUALCOMM | $158.53 +1.4% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +77.1%
 |
CSCO Cisco Systems | $59.21 -0.1% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +27.4%
 |
GIS General Mills | $66.26 +0.0% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/16/2020 | +7.2%
 |
HCA HCA Healthcare | $327.22 +0.5% | Purchase $1,001 - $15,000 | 7/8/2020 | 6/15/2020 | +225.4%
 |
NEE NextEra Energy | $78.67 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +73.2%
 |
ZTS Zoetis | $175.25 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +89.1%
 |
XEL Xcel Energy | $72.56 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +45.1%
 |
DIS Walt Disney | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
 |
WMT Walmart | $92.50 +0.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +142.8%
 |
WPC W. P. Carey | $57.06 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +30.1%
 |
V Visa | $315.08 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +132.1%
 |
VZ Verizon Communications | $44.34 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -11.9%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +213.1%
 |
TT Trane Technologies | $416.22 +0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +484.1%
 |
TMO Thermo Fisher Scientific | $529.63 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +107.5%
 |
TMUS T-Mobile US | $246.94 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +226.2%
 |
PHM PulteGroup | $135.27 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +662.5%
 |
PLD Prologis | $116.78 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +84.3%
 |
PG Procter & Gamble | $179.26 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +83.5%
 |
PEP PepsiCo | $163.45 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +55.4%
 |
PAYX Paychex | $146.27 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +190.3%
 |
T AT&T | $23.16 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -13.5%
 |
ARCC Ares Capital | $22.15 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +174.1%
 |
AAPL Apple | $237.33 +1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +323.1%
 |
AWK American Water Works | $136.94 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +41.1%
 |
AEP American Electric Power | $99.86 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +42.7%
 |
GOOGL Alphabet | $168.95 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +220.5%
 |
ADBE Adobe | $515.93 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +67.9%
 |
NNN NNN REIT | $43.98 -0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +62.9%
 |
MAA Mid-America Apartment Communities | $164.16 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +93.9%
 |
MSFT Microsoft | $423.46 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +211.4%
 |
ES Eversource Energy | $64.49 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +3.6%
 |
CMS CMS Energy | $69.71 -1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +43.7%
 |
KO Coca-Cola | $64.08 +0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.6%
 |
CL Colgate-Palmolive | $96.63 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +59.8%
 |
CMCSA Comcast | $43.19 +1.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +26.4%
 |
COST Costco Wholesale | $971.88 +1.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +240.4%
 |
DHR Danaher | $239.69 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +97.5%
 |
D Dominion Energy | $58.75 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -1.1%
 |
DUK Duke Energy | $117.05 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +82.5%
 |
EW Edwards Lifesciences | $71.35 -1.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +36.1%
 |
ESS Essex Property Trust | $310.46 -0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.4%
 |
MRK Merck & Co., Inc. | $101.64 -1.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | |
MCD McDonald's | $296.01 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +115.9%
 |
MA Mastercard | $532.94 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +162.1%
 |
LAMR Lamar Advertising | $134.02 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +314.5%
 |
KMB Kimberly-Clark | $139.35 +0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +24.0%
 |
CB Chubb | $288.73 -0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +206.5%
 |
BRK.B Berkshire Hathaway | $483.02 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +197.9%
 |
BAC Bank of America | $47.51 -0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +162.8%
 |
AGR Avangrid | $36.10 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -0.1%
 |
CME CME Group | $238.00 +0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +70.6%
 |
CTAS Cintas | $225.79 +0.8% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +475.0%
 |
CINF Cincinnati Financial | $159.83 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +139.3%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +216.0%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +39.5%
 |
INTC Intel | $24.05 +1.7% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -51.5%
 |
HD Home Depot | $429.13 +0.5% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +164.3%
 |
HTA Healthcare Trust of America | | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | -100.0%
 |
META Meta Platforms | $574.32 +0.9% | Sale $1,001 - $15,000 | 4/11/2020 | 3/23/2020 | +287.8%
 |
MGA Magna International | $45.14 +0.4% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +42.2%
 |
UNP Union Pacific | $244.66 -0.2% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +90.2%
 |
APH Amphenol | $72.65 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +307.4%
 |
PNC The PNC Financial Services Group | $214.72 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/17/2020 | +123.7%
 |
SYY Sysco | $77.11 +0.6% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +104.3%
 |
EPR EPR Properties | $45.37 -0.3% | Sale $1,001 - $15,000 | 4/11/2020 | 3/16/2020 | +89.6%
 |
PRU Prudential Financial | $129.41 -0.1% | Sale $1,001 - $15,000 | 4/11/2020 | 3/13/2020 | +144.5%
 |
TMUS T-Mobile US | $246.94 +0.3% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +147.2%
 |
AON AON | $391.54 -0.5% | Purchase $1,001 - $15,000 | 3/10/2020 | 2/18/2020 | +66.4%
 |
PLD Prologis | $116.78 -0.9% | Exchange $1,001 - $15,000 | 3/10/2020 | 2/4/2020 | +25.0%
 |
SIX Six Flags Entertainment | $32.00 -3.4% | Sale $1,001 - $15,000 | 11/8/2019 | 10/31/2019 | -24.4%
 |
BLK BlackRock | $1,022.80 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +135.6%
 |
CMA Comerica | $72.25 -0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +10.2%
 |
GOOGL Alphabet | $168.95 -0.2% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +176.9%
 |
ADBE Adobe | $515.93 +0.4% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +85.1%
 |
MA Mastercard | $532.94 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +97.4%
 |
V Visa | $315.08 +0.1% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +80.1%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +161.6%
 |
PHM PulteGroup | $135.27 -0.9% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +290.1%
 |
ZTS Zoetis | $175.25 -0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | +44.2%
 |
WPC W. P. Carey | $57.06 -0.8% | Sale $1,001 - $15,000 | 10/8/2019 | 9/11/2019 | -34.9%
 |
STI SunTrust Banks | $0.41 -4.7% | Sale $1,001 - $15,000 | 8/7/2019 | 7/2/2019 | -99.3%
 |
BABA Alibaba Group | $87.37 +0.9% | Sale $1,001 - $15,000 | 1/3/2019 | 12/19/2018 | |
TXN Texas Instruments | $201.03 +0.9% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
ECL Ecolab | $248.77 +0.4% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CMA Comerica | $72.25 -0.1% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
CB Chubb | $288.73 -0.6% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
BABA Alibaba Group | $87.37 +0.9% | Purchase $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
MMM 3M | $133.53 +0.8% | Sale $1,001 - $15,000 | 12/14/2018 | 11/2/2018 | |
TSLA Tesla | $345.16 +3.7% | Sale $15,001 - $50,000 | 10/9/2018 | 9/21/2018 | |
LLY Eli Lilly and Company | $795.35 +0.9% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GIS General Mills | $66.26 +0.0% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
GSK GSK | $34.13 -0.6% | 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 | $667.13 +1.1% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
PPL PPL | $34.93 -0.2% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
USB U.S. Bancorp | $53.29 -0.4% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
VMC Vulcan Materials | $288.13 +0.6% | Sale $1,001 - $15,000 | 9/13/2018 | 8/30/2018 | |
SBUX Starbucks | $102.46 +0.9% | 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 | $38.59 -0.3% | Sale $1,001 - $15,000 | 7/5/2018 | 6/13/2018 | |
PRU Prudential Financial | $129.41 -0.1% | Purchase $1,001 - $15,000 | 4/5/2018 | 3/16/2018 | |
PCG PG&E | $21.63
| Sale $1,001 - $15,000 | 11/14/2017 | 10/31/2017 | -62.6%
 |
CMS CMS Energy | $69.71 -1.1% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
NEE NextEra Energy | $78.67 +0.2% | Purchase $1,001 - $15,000 | 11/14/2017 | 10/27/2017 | |
DOW DOW | $44.21 +0.6% | Exchange $1,001 - $15,000 | 7/5/2018 | 9/1/2017 | |
CINF Cincinnati Financial | $159.83 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CTAS Cintas | $225.79 +0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CME CME Group | $238.00 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KO Coca-Cola | $64.08 +0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CL Colgate-Palmolive | $96.63 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CMCSA Comcast | $43.19 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
CNSL Consolidated Communications | $4.67
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DHR Danaher | $239.69 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
D Dominion Energy | $58.75 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DOW DOW | $44.21 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DUK Duke Energy | $117.05 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ECL Ecolab | $248.77 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EW Edwards Lifesciences | $71.35 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LLY Eli Lilly and Company | $795.35 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EPR EPR Properties | $45.37 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
EFX Equifax | $261.56 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ESS Essex Property Trust | $310.46 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ES Eversource Energy | $64.49 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
META Meta Platforms | $574.32 +0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GIS General Mills | $66.26 +0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ZTS Zoetis | $175.25 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
XEL Xcel Energy | $72.56 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HCN Horizons China High Dividend Yield Index ETF | | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
DIS Walt Disney | | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WMT Walmart | $92.50 +0.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
INTC Intel | $24.05 +1.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
IR Ingersoll Rand | $104.17 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
HD Home Depot | $429.13 +0.5% | 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 | $34.13 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MRK Merck & Co., Inc. | $101.64 -1.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MSFT Microsoft | $423.46 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MAA Mid-America Apartment Communities | $164.16 -0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
NNN NNN REIT | $43.98 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VMC Vulcan Materials | $288.13 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PAYX Paychex | $146.27 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WPC W. P. Carey | $57.06 -0.8% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PCG PG&E | $21.63
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
V Visa | $315.08 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
VZ Verizon Communications | $44.34 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
LII Lennox International | $667.13 +1.1% | 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 | $38.59 -0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
UNH UnitedHealth Group | $610.20 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
USB U.S. Bancorp | $53.29 -0.4% | 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 | $529.63 +1.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SYY Sysco | $77.11 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
STI SunTrust Banks | $0.41 -4.7% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
SBUX Starbucks | $102.46 +0.9% | 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 | $135.27 -0.9% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PG Procter & Gamble | $179.26 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PPL PPL | $34.93 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PNC The PNC Financial Services Group | $214.72 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
PEP PepsiCo | $163.45 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MGA Magna International | $45.14 +0.4% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MA Mastercard | $532.94 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
MCD McDonald's | $296.01 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
GOOGL Alphabet | $168.95 -0.2% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AEP American Electric Power | $99.86 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AWK American Water Works | $136.94 -1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
APH Amphenol | $72.65 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AAPL Apple | $237.33 +1.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
ARCC Ares Capital | $22.15 +0.6% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
T AT&T | $23.16 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
AGR Avangrid | $36.10 -0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BGS B&G Foods | $6.68
| Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BAC Bank of America | $47.51 -0.5% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BRK.B Berkshire Hathaway | $483.02 0.0% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
BLK BlackRock | $1,022.80 +0.3% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
KMB Kimberly-Clark | $139.35 +0.1% | Purchase $1,001 - $15,000 | 7/18/2017 | 6/15/2017 | |
WFC Wells Fargo & Company | $76.17 -1.3% | Sale $1,001 - $15,000 | 1/22/2016 | 12/23/2015 | |