YUM Yum! Brands | $137.74 +0.6% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +0.6%
|
MCK McKesson | $558.24 +1.8% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +2.8%
|
CMCSA Comcast | $39.94 -0.2% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +2.3%
|
COKE Coca-Cola Consolidated | $1,321.29 +4.2% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +39.8%
|
CMCSA Comcast | $39.94 -0.2% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +2.3%
|
YUM Yum! Brands | $137.74 +0.6% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +0.6%
|
T AT&T | $19.53 +0.2% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +14.1%
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IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $52.24 +0.2% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +3.1%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $98.69 +0.3% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +5.6%
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UNP Union Pacific | $245.60 -0.4% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +15.8%
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EOG EOG Resources | $124.99 -0.2% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | -2.5%
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EMXC iShares MSCI Emerging Markets ex China ETF | $61.06 +0.2% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +22.9%
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EMXC iShares MSCI Emerging Markets ex China ETF | $61.06 +0.2% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +22.9%
|
PFE Pfizer | $29.02 +0.4% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -29.5%
|
PARA Paramount Global | $11.09 +1.4% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -50.9%
|
CMI Cummins | $303.83 +1.2% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +17.7%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.73 +0.1% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +1.7%
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SCHP Schwab U.S. TIPS ETF | $53.05 +0.2% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -1.5%
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DGX Quest Diagnostics | $153.04 +1.4% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | +1.8%
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EFA iShares MSCI EAFE ETF | $81.81 +0.9% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +26.3%
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TXN Texas Instruments | $208.37 +2.9% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +16.1%
|
TGT Target | $159.25 +11.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -8.1%
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CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $98.69 +0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +9.0%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.10 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.3%
|
FDEV Fidelity International Multifactor ETF | $29.08 +0.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +32.1%
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VUG Vanguard Growth ETF | $379.02 +0.5% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +78.3%
|
VYM Vanguard High Dividend Yield ETF | $124.49 +0.5% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +18.3%
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IJR iShares Core S&P Small-Cap ETF | $113.93 +1.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +15.9%
|
SCHP Schwab U.S. TIPS ETF | $53.05 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +1.7%
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EMR Emerson Electric | $104.00 +0.9% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +15.5%
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UPS United Parcel Service | $127.92 -0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -34.8%
|
TGT Target | $159.25 +11.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -4.6%
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CLX Clorox | $150.56 -0.5% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -12.8%
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APD Air Products and Chemicals | $275.82 +0.9% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -7.5%
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LHX L3Harris Technologies | $230.05 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +2.9%
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GILD Gilead Sciences | $75.13 +0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +11.6%
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BMY Bristol-Myers Squibb | $48.44 -1.1% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -18.4%
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GD General Dynamics | $294.06 -0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +50.4%
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DGX Quest Diagnostics | $153.04 +1.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +9.3%
|
MRK Merck & Co., Inc. | $116.00 +0.7% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $208.37 +2.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +11.5%
|
HRL Hormel Foods | $32.44 +0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -30.8%
|
BLK BlackRock | $863.57 +0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +0.3%
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D Dominion Energy | $56.39 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -25.5%
|
WM Waste Management | $209.38 +0.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +81.3%
|
ABT Abbott Laboratories | $111.38 +0.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -4.0%
|
D Dominion Energy | $56.39 +0.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -17.1%
|
IRM Iron Mountain | $112.10 +2.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +221.0%
|
JNJ Johnson & Johnson | $161.40 +0.8% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +5.4%
|
PG Procter & Gamble | $170.16 -0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +39.3%
|
VTRS Viatris | $11.72 +0.5% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -13.8%
|
CLX Clorox | $150.56 -0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -15.5%
|
CSCO Cisco Systems | $50.45 +0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +13.2%
|
AMGN Amgen | $329.15 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +48.3%
|
UNP Union Pacific | $245.60 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +41.4%
|
HRL Hormel Foods | $32.44 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -36.6%
|
CVX Chevron | $145.35 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +68.1%
|
CVS CVS Health | $58.31 -1.0% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -7.8%
|
ABT Abbott Laboratories | $111.38 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +11.5%
|
AFL Aflac | $105.31 +0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +190.2%
|
MO Altria Group | $51.81 +0.7% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +21.8%
|
BUD Anheuser-Busch InBev SA/NV | $60.92 +0.6% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +9.5%
|
BECN Beacon Roofing Supply | $86.75 +1.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +196.8%
|
BTI British American Tobacco | $36.32 +0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +2.9%
|
CSCO Cisco Systems | $50.45 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +9.0%
|
CLX Clorox | $150.56 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -34.1%
|
GLW Corning | $42.08 +3.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +39.2%
|
D Dominion Energy | $56.39 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -31.3%
|
DOV Dover | $182.26 +1.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +74.0%
|
EMR Emerson Electric | $104.00 +0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +67.0%
|
ENR Energizer | $30.02 +3.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -38.9%
|
HAL Halliburton | $31.21 +0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +113.0%
|
JNJ Johnson & Johnson | $161.40 +0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +9.9%
|
MCD McDonald's | $289.76 +1.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +47.7%
|
MDLZ Mondelez International | $71.10 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +27.6%
|
PG Procter & Gamble | $170.16 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +33.1%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $35.44 +0.4% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +0.5%
|
USB U.S. Bancorp | $43.69 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +20.3%
|
WM Waste Management | $209.38 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +94.7%
|
YUMC Yum China | $33.89 +2.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -35.6%
|
AMGN Amgen | $329.15 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +28.9%
|
CVX Chevron | $145.35 +0.5% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +105.6%
|
QCOM QUALCOMM | $174.22 +1.2% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +170.2%
|
PFE Pfizer | $29.02 +0.4% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -16.2%
|
EXC Exelon | $37.87 +0.9% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -16.8%
|
ABBV AbbVie | $196.53 +0.2% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +166.3%
|
PSX Phillips 66 | $133.90 +1.1% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +35.9%
|
CVS CVS Health | $58.31 -1.0% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +10.7%
|
BTI British American Tobacco | $36.32 +0.5% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | +2.4%
|
KHC Kraft Heinz | $35.44 +0.4% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -25.8%
|
BTI British American Tobacco | $36.32 +0.5% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | +2.4%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |