YUM Yum! Brands | $127.94 -0.9% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -6.6%
|
MCK McKesson | $589.45 +0.3% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +8.5%
|
CMCSA Comcast | $37.33 -1.4% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -4.4%
|
COKE Coca-Cola Consolidated | $1,089.25 +1.1% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +15.3%
|
CMCSA Comcast | $37.33 -1.4% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -4.4%
|
YUM Yum! Brands | $127.94 -0.9% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -6.6%
|
T AT&T | $18.81 +0.2% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +9.9%
|
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.33 -0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +1.3%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.78 +0.1% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +2.5%
|
UNP Union Pacific | $223.39 -0.8% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +5.3%
|
EOG EOG Resources | $125.63 +0.6% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | -2.0%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $61.05 +0.4% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +22.9%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $61.05 +0.4% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +22.9%
|
PFE Pfizer | $27.93 -0.4% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -32.1%
|
PARA Paramount Global | $11.18 -5.3% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -50.5%
|
CMI Cummins | $269.65 +1.1% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +4.5%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.64 0.0% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +0.3%
|
SCHP Schwab U.S. TIPS ETF | $52.11
| Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -3.2%
|
DGX Quest Diagnostics | $138.94 -1.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -7.6%
|
EFA iShares MSCI EAFE ETF | $79.69 -0.5% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +23.0%
|
TXN Texas Instruments | $201.47 +1.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +12.2%
|
TGT Target | $148.72 +2.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -14.2%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $95.78 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.8%
|
FHYS Federated Hermes Short Duration High Yield ETF | $23.03 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.9%
|
FDEV Fidelity International Multifactor ETF | $27.61 +0.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +25.4%
|
VUG Vanguard Growth ETF | $387.45 +0.0% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +82.3%
|
VYM Vanguard High Dividend Yield ETF | $118.81 +0.2% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +12.9%
|
IJR iShares Core S&P Small-Cap ETF | $106.19 +0.6% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +8.0%
|
SCHP Schwab U.S. TIPS ETF | $52.11
| Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -0.1%
|
EMR Emerson Electric | $109.98 +0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +22.2%
|
UPS United Parcel Service | $135.50 -0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -30.9%
|
TGT Target | $148.72 +2.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -10.9%
|
CLX Clorox | $132.82 -0.3% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -23.1%
|
APD Air Products and Chemicals | $254.94 +0.9% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -14.5%
|
LHX L3Harris Technologies | $226.00 +0.9% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +1.1%
|
GILD Gilead Sciences | $67.55 +1.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +0.3%
|
BMY Bristol-Myers Squibb | $40.00 +0.9% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -32.6%
|
GD General Dynamics | $280.33 -0.5% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +43.4%
|
DGX Quest Diagnostics | $138.94 -1.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -0.7%
|
MRK Merck & Co., Inc. | $125.76 -0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $201.47 +1.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +7.8%
|
HRL Hormel Foods | $30.15 -0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -35.7%
|
BLK BlackRock | $790.34 0.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -8.2%
|
D Dominion Energy | $49.31 +0.4% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -34.9%
|
WM Waste Management | $210.62 +0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +82.3%
|
ABT Abbott Laboratories | $102.11 -1.8% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -12.0%
|
D Dominion Energy | $49.31 +0.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -27.5%
|
IRM Iron Mountain | $92.87 +1.4% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +166.0%
|
JNJ Johnson & Johnson | $145.48 -0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -5.0%
|
PG Procter & Gamble | $166.52 +0.8% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +36.3%
|
VTRS Viatris | $10.61 +2.8% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -21.9%
|
CLX Clorox | $132.82 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -25.5%
|
CSCO Cisco Systems | $46.06 -1.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +3.4%
|
AMGN Amgen | $311.46 +0.2% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +40.4%
|
UNP Union Pacific | $223.39 -0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +28.6%
|
HRL Hormel Foods | $30.15 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -41.0%
|
CVX Chevron | $154.28 0.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +78.4%
|
CVS CVS Health | $56.90 +0.5% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -10.1%
|
ABT Abbott Laboratories | $102.11 -1.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +2.3%
|
AFL Aflac | $88.52 -0.6% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +143.9%
|
MO Altria Group | $46.01 -0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +8.2%
|
BUD Anheuser-Busch InBev SA/NV | $59.35 -0.7% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +6.7%
|
BECN Beacon Roofing Supply | $89.75 +1.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +207.0%
|
BTI British American Tobacco | $31.57 -0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -10.6%
|
CSCO Cisco Systems | $46.06 -1.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -0.5%
|
CLX Clorox | $132.82 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -41.9%
|
GLW Corning | $43.05 +12.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +42.4%
|
D Dominion Energy | $49.31 +0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -39.9%
|
DOV Dover | $176.40 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +68.4%
|
EMR Emerson Electric | $109.98 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +76.6%
|
ENR Energizer | $29.39 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -40.2%
|
HAL Halliburton | $33.21 +0.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +126.7%
|
JNJ Johnson & Johnson | $145.48 -0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -0.9%
|
MCD McDonald's | $247.83 -1.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +26.3%
|
MDLZ Mondelez International | $66.16 -1.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +18.8%
|
PG Procter & Gamble | $166.52 +0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +30.2%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $32.10 +0.0% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -8.9%
|
USB U.S. Bancorp | $39.46 +1.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +8.6%
|
WM Waste Management | $210.62 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +95.9%
|
YUMC Yum China | $30.44 -2.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -42.1%
|
AMGN Amgen | $311.46 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +22.0%
|
CVX Chevron | $154.28 0.0% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +118.2%
|
QCOM QUALCOMM | $207.89 +1.0% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +222.4%
|
PFE Pfizer | $27.93 -0.4% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -19.3%
|
EXC Exelon | $34.24 -0.2% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -24.7%
|
ABBV AbbVie | $166.51 -0.4% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +125.6%
|
PSX Phillips 66 | $135.95 -1.8% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +38.0%
|
CVS CVS Health | $56.90 +0.5% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +8.0%
|
BTI British American Tobacco | $31.57 -0.4% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -11.0%
|
KHC Kraft Heinz | $32.10 +0.0% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -32.8%
|
BTI British American Tobacco | $31.57 -0.4% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -11.0%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |