David Katz - Matrix Asset Advisors Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ USB - U.S. Bancorp Reduce 0.01% 84 0.00
☰ LMT - Lockheed Martin Corp. Reduce 0.07% 22 0.00
☰ GNRC - Generac Holdings Inc. Reduce 0.11% 123 0.00
☰ WFC - Wells Fargo Reduce 0.13% 274 0.00
☰ PYPL - PayPal Holdings Inc. Reduce 0.26% 690 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 0.44% 45 0.00
☰ GOOGL - Alphabet Inc. Reduce 0.51% 20 0.00
☰ DHR - Danaher Corp. Reduce 0.59% 10 0.00
☰ COST - Costco Co. Reduce 0.71% 4 0.00
☰ MAVF - Matrix Advisors Value ETF Reduce 1.10% 4,584 0.05
☰ NEE - NextEra Energy Inc. Reduce 1.17% 3,145 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 1.18% 1,600 0.05
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 1.24% 75 0.00
☰ SBUX - Starbucks Corp. Reduce 1.60% 3,618 0.03
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 2.24% 137 0.01
☰ AXP - American Express Reduce 2.28% 70 0.00
☰ NVDA - NVIDIA Corp. Reduce 2.48% 200 0.00
☰ AMGN - Amgen Reduce 3.61% 3,739 0.11
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 3.99% 519 0.00
☰ BAC - Bank of America Corp. Reduce 4.08% 2,340 0.01
☰ LLY - Eli Lilly & Co. Reduce 4.31% 14 0.00
☰ BNY - Bank of New York Mellon Corp. Reduce 6.47% 16,907 0.18
☰ VIG - Vanguard Dividend Apprec ETF Reduce 7.58% 268 0.01
☰ GLD - SPDR Gold Trust Reduce 8.47% 91 0.00
☰ MS - Morgan Stanley Reduce 8.62% 22,443 0.36
☰ GOOG - Alphabet Inc. CL C Reduce 8.72% 13,747 0.39
☰ MTB - M&T Bank Corp. Reduce 8.75% 7,558 0.14
☰ ASTS - AST SpaceMobile Inc. Reduce 8.81% 520 0.00
☰ GS - Goldman Sachs Group Reduce 9.41% 2,635 0.21
☰ WMT - Walmart Inc. Reduce 14.13% 525 0.01
☰ AMAT - Applied Materials Reduce 18.48% 13,265 0.31
☰ AEP - American Electric Power Reduce 19.70% 36,509 0.38
☰ XOM - Exxon Mobil Corp. Reduce 19.79% 948 0.01
☰ FDX - FedEx Corp. Reduce 19.94% 10,980 0.29
☰ NUE - Nucor Corp. Reduce 24.31% 600 0.01
☰ TEL - TE Connectivity plc Reduce 29.84% 13,894 0.28
☰ MRK - Merck & Co. Reduce 41.61% 1,191 0.01
☰ JNJ - Johnson & Johnson Reduce 47.78% 1,484 0.03
☰ LHX - L3Harris Technologies Inc. Sell 100.00% 40,674 1.07
☰ GD - General Dynamics Sell 100.00% 29,725 0.90
☰ CSCO - Cisco Systems Sell 100.00% 112,308 0.78
☰ ZBH - Zimmer Biomet Holdings Sell 100.00% 30,032 0.24
☰ BMY - Bristol-Myers Squibb Sell 100.00% 3,929 0.02
☰ IBM - International Business Machines Corp. Sell 100.00% 819 0.02
☰ TSLA - Tesla Inc. Sell 100.00% 504 0.02
☰ UNH - United Health Group Inc. Sell 100.00% 721 0.02
Q4 2025
☰ CVS - CVS Health Corp. Reduce 0.03% 2 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.05% 6 0.00
☰ DHR - Danaher Corp. Reduce 0.06% 1 0.00
☰ AXP - American Express Reduce 0.07% 2 0.00
☰ QQQ - Invesco Qqq Trust Series 1 Reduce 0.07% 1 0.00
☰ XOM - Exxon Mobil Corp. Reduce 0.08% 4 0.00
☰ ETN - Eaton Corp. Reduce 0.12% 1 0.00
☰ GOOGL - Alphabet Inc. Reduce 0.13% 5 0.00
☰ PLTR - Palantir Technologies Inc. Reduce 0.13% 3 0.00
☰ JNJ - Johnson & Johnson Reduce 0.16% 5 0.00
☰ COST - Costco Co. Reduce 0.18% 1 0.00
☰ INTU - Intuit Inc. Reduce 0.22% 1 0.00
☰ PG - Procter & Gamble Reduce 0.23% 5 0.00
☰ MRK - Merck & Co. Reduce 0.28% 8 0.00
☰ MDT - Medtronic plc Reduce 0.29% 1,068 0.01
☰ WMT - Walmart Inc. Reduce 0.40% 15 0.00
☰ AMZN - Amazon.com Inc. Reduce 0.42% 525 0.01
☰ BAC - Bank of America Corp. Reduce 0.57% 327 0.00
☰ FDX - FedEx Corp. Reduce 0.76% 420 0.01
☰ TMO - Thermo Fisher Scientific Reduce 0.79% 170 0.01
☰ LLY - Eli Lilly & Co. Reduce 0.91% 3 0.00
☰ USB - U.S. Bancorp Reduce 0.91% 6,510 0.03
☰ WFC - Wells Fargo Reduce 0.91% 2,001 0.02
☰ AMAT - Applied Materials Reduce 0.99% 715 0.01
☰ MTB - M&T Bank Corp. Reduce 1.07% 936 0.02
☰ AAPL - Apple Inc. Reduce 1.18% 1,747 0.04
☰ IWM - iShares Russell 2000 ETF Reduce 1.35% 141 0.00
☰ ABBV - AbbVie Inc. Reduce 1.36% 528 0.01
☰ NEE - NextEra Energy Inc. Reduce 1.42% 3,853 0.03
☰ AVGO - Broadcom Inc. Reduce 1.79% 20 0.00
☰ LHX - L3Harris Technologies Inc. Reduce 1.85% 768 0.02
☰ GOOG - Alphabet Inc. CL C Reduce 1.86% 2,992 0.07
☰ JPM - JPMorgan Chase & Co. Reduce 1.91% 2,648 0.08
☰ TCHP - T Rowe Price Blue Chip Growth ETF Reduce 2.04% 1,553 0.01
☰ TEL - TE Connectivity plc Reduce 2.08% 988 0.02
☰ GS - Goldman Sachs Group Reduce 2.36% 677 0.05
☰ AMGN - Amgen Reduce 2.52% 2,682 0.07
☰ BNY - Bank of New York Mellon Corp. Reduce 2.67% 7,168 0.07
☰ MS - Morgan Stanley Reduce 2.95% 7,925 0.12
☰ AEP - American Electric Power Reduce 3.05% 5,835 0.06
☰ IBM - International Business Machines Corp. Reduce 3.08% 26 0.00
☰ UNH - United Health Group Inc. Reduce 3.22% 24 0.00
☰ NVDA - NVIDIA Corp. Reduce 3.63% 303 0.01
☰ GD - General Dynamics Reduce 3.87% 1,197 0.04
☰ SDY - SPDR S&P Dividend ETF Reduce 6.99% 284 0.00
☰ IWB - Ishares Russell 1000 ETF Reduce 7.19% 54 0.00
☰ IJH - Ishares Core S&P Midcap ETF Reduce 9.13% 513 0.00
☰ TSLA - Tesla Inc. Reduce 15.29% 91 0.00
☰ CSCO - Cisco Systems Reduce 16.41% 22,042 0.14
☰ TGT - Target Corp. Reduce 19.21% 34,141 0.28
☰ QQQM - Invesco Nasdaq 100 ETF Reduce 21.93% 296 0.01
☰ CMCSA - Comcast Corp. Reduce 29.10% 246,396 0.72
☰ ZBH - Zimmer Biomet Holdings Reduce 75.02% 90,174 0.83
☰ FISV - Fiserv Inc. Sell 100.00% 78,306 0.94
☰ SCHD - Schwab Us Dvd Equity ETF Sell 100.00% 15,383 0.04
Q3 2025
☰ AAPL - Apple Inc. Reduce 0.02% 27 0.00
☰ MSFT - Microsoft Corp. Reduce 0.14% 205 0.01
☰ AMZN - Amazon.com Inc. Reduce 0.15% 188 0.00
☰ META - Meta Platforms Inc. Reduce 0.26% 72 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 0.29% 400 0.01
☰ BAC - Bank of America Corp. Reduce 0.32% 185 0.00
☰ MS - Morgan Stanley Reduce 0.40% 1,087 0.02
☰ WFC - Wells Fargo Reduce 0.47% 1,042 0.01
☰ COF - Capital One Financial Reduce 0.56% 18 0.00
☰ NVDA - NVIDIA Corp. Reduce 0.75% 63 0.00
☰ CVS - CVS Health Corp. Reduce 0.82% 51 0.00
☰ GS - Goldman Sachs Group Reduce 1.04% 301 0.02
☰ XOM - Exxon Mobil Corp. Reduce 1.26% 61 0.00
☰ MRK - Merck & Co. Reduce 1.54% 45 0.00
☰ COST - Costco Co. Reduce 1.57% 9 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 1.68% 2,741 0.05
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 2.43% 325 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 3.50% 380 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 3.60% 223 0.01
☰ AXP - American Express Reduce 4.60% 148 0.00
☰ ZBH - Zimmer Biomet Holdings Reduce 5.29% 6,717 0.06
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 5.36% 342 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 6.07% 958 0.01
☰ BNY - Bank of New York Mellon Corp. Reduce 6.50% 18,671 0.17
☰ PG - Procter & Gamble Reduce 8.57% 206 0.00
☰ NUE - Nucor Corp. Reduce 9.19% 248 0.00
☰ PEP - PepsiCo Inc. Reduce 10.65% 23,488 0.31
☰ QQQM - Invesco Nasdaq 100 ETF Reduce 11.18% 170 0.00
☰ JNJ - Johnson & Johnson Reduce 13.46% 484 0.01
☰ WMT - Walmart Inc. Reduce 13.55% 585 0.01
☰ GD - General Dynamics Reduce 14.32% 5,166 0.15
☰ CSCO - Cisco Systems Reduce 16.69% 26,914 0.19
☰ SCHD - Schwab Us Dvd Equity ETF Reduce 21.40% 4,188 0.01
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 24.99% 1,244 0.01
☰ LHX - L3Harris Technologies Inc. Reduce 25.01% 13,819 0.35
☰ TEL - TE Connectivity plc Reduce 39.01% 30,416 0.52
☰ UNP - Union Pacific Sell 100.00% 69,866 1.63
☰ PARA - Paramount Global Sell 100.00% 22,890 0.03
☰ BMY - Bristol-Myers Squibb Sell 100.00% 4,729 0.02
☰ CL - Colgate-Palmolive Sell 100.00% 2,383 0.02
☰ PM - Philip Morris Intl. Sell 100.00% 1,229 0.02
Q2 2025
☰ VEA - Vanguard FTSE Developed ETF Reduce 0.64% 1,336 0.01
☰ MSFT - Microsoft Corp. Reduce 0.66% 950 0.04
☰ WFC - Wells Fargo Reduce 0.90% 1,986 0.02
☰ MRK - Merck & Co. Reduce 1.05% 31 0.00
☰ ABBV - AbbVie Inc. Reduce 1.55% 608 0.01
☰ VB - Vanguard Small Cap ETF Reduce 1.88% 22 0.00
☰ LHX - L3Harris Technologies Inc. Reduce 1.95% 1,099 0.03
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 2.22% 145 0.00
☰ MAVF - Matrix Advisors Value ETF Reduce 2.35% 9,927 0.11
☰ ZBH - Zimmer Biomet Holdings Reduce 3.18% 4,173 0.05
☰ PG - Procter & Gamble Reduce 3.61% 90 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 3.72% 5,378 0.15
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 4.16% 269 0.02
☰ LLY - Eli Lilly & Co. Reduce 4.41% 15 0.00
☰ SPYG - State Street SPDR Portfolio S&P 500 Growth ETF Reduce 4.46% 140 0.00
☰ META - Meta Platforms Inc. Reduce 4.49% 1,325 0.08
☰ GS - Goldman Sachs Group Reduce 4.78% 1,455 0.09
☰ CL - Colgate-Palmolive Reduce 6.51% 166 0.00
☰ PARA - Paramount Global Reduce 6.78% 1,665 0.00
☰ PM - Philip Morris Intl. Reduce 9.77% 133 0.00
☰ TEL - TE Connectivity plc Reduce 12.39% 11,023 0.17
☰ AEP - American Electric Power Reduce 16.87% 38,740 0.47
☰ NVDA - NVIDIA Corp. Reduce 22.71% 2,475 0.03
☰ IBM - International Business Machines Corp. Reduce 25.60% 289 0.01
☰ BNY - Bank of New York Mellon Corp. Reduce 28.59% 115,006 1.06
☰ CSCO - Cisco Systems Reduce 42.05% 117,013 0.79
☰ DG - Dollar General Sell 100.00% 131,801 1.28
☰ UNH - United Health Group Inc. Sell 100.00% 17,384 1.00
☰ PFE - Pfizer Inc. Sell 100.00% 318,813 0.89
Q1 2025
☰ AEP - American Electric Power Reduce 0.01% 17 0.00
☰ UNH - United Health Group Inc. Reduce 0.16% 27 0.00
☰ PNC - PNC Financial Services Reduce 0.24% 407 0.01
☰ AAPL - Apple Inc. Reduce 0.46% 651 0.02
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 0.61% 40 0.00
☰ SDY - SPDR S&P Dividend ETF Reduce 0.91% 35 0.00
☰ AMZN - Amazon.com Inc. Reduce 1.04% 1,252 0.03
☰ CL - Colgate-Palmolive Reduce 1.32% 34 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 1.48% 97 0.01
☰ FDX - FedEx Corp. Reduce 1.80% 891 0.03
☰ GOOG - Alphabet Inc. CL C Reduce 1.87% 3,036 0.06
☰ VUG - Vanguard Growth ETF Reduce 2.14% 402 0.00
☰ WFC - Wells Fargo Reduce 2.19% 4,971 0.04
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 2.23% 110 0.00
☰ XLK - Technology Select Sect SPDR Reduce 2.54% 30 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 3.59% 549 0.00
☰ IVV - Ishares Core S&P 500 ETF Reduce 3.77% 123 0.01
☰ TEL - TE Connectivity plc Reduce 3.96% 3,670 0.06
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 5.02% 706 0.00
☰ AON - Aon Plc Reduce 6.22% 43 0.00
☰ IWD - Ishares Russell 1000 Value E Reduce 6.49% 430 0.01
☰ MS - Morgan Stanley Reduce 7.16% 20,073 0.28
☰ VWO - Vanguard Emerging Markets Stock Index Fund Reduce 7.16% 3,096 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 7.77% 976 0.05
☰ SPYG - State Street SPDR Portfolio S&P 500 Growth ETF Reduce 8.00% 273 0.00
☰ BAC - Bank of America Corp. Reduce 9.20% 5,869 0.03
☰ VTI - Vanguard Total Stock Mkt ETF Reduce 9.75% 333 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 10.66% 17,245 0.45
☰ GS - Goldman Sachs Group Reduce 11.33% 3,887 0.24
☰ WMT - Walmart Inc. Reduce 12.39% 600 0.01
☰ GLD - SPDR Gold Trust Reduce 16.36% 158 0.00
☰ BNY - Bank of New York Mellon Corp. Reduce 17.78% 87,016 0.73
☰ TMO - Thermo Fisher Scientific Reduce 19.24% 3,744 0.21
☰ SBUX - Starbucks Corp. Reduce 21.12% 43,608 0.44
☰ META - Meta Platforms Inc. Reduce 22.22% 8,437 0.54
☰ BMY - Bristol-Myers Squibb Reduce 24.90% 1,357 0.01
☰ INTU - Intuit Inc. Reduce 35.71% 250 0.02
☰ ETN - Eaton Corp. Reduce 35.77% 480 0.02
☰ COST - Costco Co. Reduce 35.91% 321 0.03
☰ CSCO - Cisco Systems Reduce 49.02% 267,587 1.73
☰ ACN - Accenture Reduce 51.96% 860 0.03
☰ ABBV - AbbVie Inc. Reduce 62.40% 64,910 1.26
☰ GILD - Gilead Sciences Sell 100.00% 163,338 1.65
☰ RTX - RTX Corp. Sell 100.00% 69,897 0.88
☰ FISV - Fiserv Inc. Sell 100.00% 31,264 0.70
☰ HUM - Humana Inc. Sell 100.00% 6,598 0.18
☰ BDX - Becton Dickinson Sell 100.00% 4,679 0.12
☰ TSLA - Tesla Inc. Sell 100.00% 833 0.04
☰ ADP - Automatic Data Processing Inc. Sell 100.00% 1,090 0.03
☰ AVGO - Broadcom Inc. Sell 100.00% 1,060 0.03
☰ LMT - Lockheed Martin Corp. Sell 100.00% 526 0.03
☰ PFS - Provident Finl Svcs Inc Sell 100.00% 13,623 0.03
☰ HON - Honeywell Int'l Inc. Sell 100.00% 909 0.02
Q4 2024
☰ LOW - Lowe's Cos. Reduce 0.06% 9 0.00
☰ MSFT - Microsoft Corp. Reduce 0.08% 116 0.01
☰ AEP - American Electric Power Reduce 0.16% 366 0.00
☰ AMZN - Amazon.com Inc. Reduce 0.45% 545 0.01
☰ NVDA - NVIDIA Corp. Reduce 0.45% 40 0.00
☰ VUG - Vanguard Growth ETF Reduce 0.51% 96 0.00
☰ USB - U.S. Bancorp Reduce 0.55% 3,412 0.02
☰ CMCSA - Comcast Corp. Reduce 0.56% 4,129 0.02
☰ RTX - RTX Corp. Reduce 0.69% 484 0.01
☰ AXP - American Express Reduce 0.78% 25 0.00
☰ HD - Home Depot Reduce 0.94% 433 0.02
☰ GOOG - Alphabet Inc. CL C Reduce 1.01% 1,650 0.03
☰ FDX - FedEx Corp. Reduce 1.05% 523 0.02
☰ TEL - TE Connectivity plc Reduce 1.17% 1,094 0.02
☰ TMO - Thermo Fisher Scientific Reduce 1.50% 297 0.02
☰ LHX - L3Harris Technologies Inc. Reduce 1.56% 895 0.02
☰ SBUX - Starbucks Corp. Reduce 1.66% 3,486 0.04
☰ GOOGL - Alphabet Inc. Reduce 2.48% 76 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 2.99% 4,985 0.12
☰ BMY - Bristol-Myers Squibb Reduce 3.03% 170 0.00
☰ PNC - PNC Financial Services Reduce 3.90% 6,845 0.14
☰ WFC - Wells Fargo Reduce 4.50% 10,679 0.07
☰ PYPL - PayPal Holdings Inc. Reduce 4.57% 10,245 0.09
☰ BNY - Bank of New York Mellon Corp. Reduce 4.87% 25,068 0.20
☰ CSCO - Cisco Systems Reduce 4.94% 28,375 0.17
☰ GS - Goldman Sachs Group Reduce 4.96% 1,792 0.10
☰ MTB - M&T Bank Corp. Reduce 5.49% 5,048 0.10
☰ META - Meta Platforms Inc. Reduce 6.23% 2,521 0.16
☰ MS - Morgan Stanley Reduce 7.03% 21,203 0.25
☰ ZBH - Zimmer Biomet Holdings Reduce 9.32% 9,268 0.11
☰ GILD - Gilead Sciences Reduce 10.09% 18,324 0.17
☰ PFE - Pfizer Inc. Reduce 13.08% 38,127 0.12
☰ FISV - Fiserv Inc. Reduce 13.09% 4,707 0.09
☰ CVS - CVS Health Corp. Reduce 13.77% 986 0.01
☰ UNH - United Health Group Inc. Reduce 29.00% 7,112 0.46
☰ PARA - Paramount Global Reduce 59.02% 27,805 0.04
☰ GLD - SPDR Gold Trust Reduce 75.64% 3,000 0.08
☰ BDX - Becton Dickinson Reduce 86.74% 30,616 0.82
☰ IT - Gartner Inc. Sell 100.00% 400 0.02
Q3 2024
☰ NEE - NextEra Energy Inc. Reduce 0.20% 462 0.00
☰ AEP - American Electric Power Reduce 0.22% 514 0.01
☰ RTX - RTX Corp. Reduce 0.25% 178 0.00
☰ MSFT - Microsoft Corp. Reduce 0.28% 391 0.02
☰ USB - U.S. Bancorp Reduce 0.30% 1,899 0.01
☰ TXN - Texas Instruments Reduce 0.33% 286 0.01
☰ ZBH - Zimmer Biomet Holdings Reduce 0.62% 616 0.01
☰ CL - Colgate-Palmolive Reduce 0.65% 17 0.00
☰ MS - Morgan Stanley Reduce 0.73% 2,224 0.03
☰ PNC - PNC Financial Services Reduce 0.75% 1,318 0.02
☰ VIG - Vanguard Dividend Apprec ETF Reduce 0.80% 28 0.00
☰ AMZN - Amazon.com Inc. Reduce 0.84% 1,026 0.02
☰ GILD - Gilead Sciences Reduce 0.88% 1,615 0.01
☰ BNY - Bank of New York Mellon Corp. Reduce 1.03% 5,378 0.04
☰ TEL - TE Connectivity plc Reduce 1.29% 1,229 0.02
☰ LHX - L3Harris Technologies Inc. Reduce 1.43% 829 0.02
☰ PYPL - PayPal Holdings Inc. Reduce 1.43% 3,254 0.02
☰ UNH - United Health Group Inc. Reduce 1.46% 363 0.02
☰ META - Meta Platforms Inc. Reduce 1.82% 749 0.05
☰ PFE - Pfizer Inc. Reduce 1.97% 5,851 0.02
☰ TMO - Thermo Fisher Scientific Reduce 2.16% 436 0.03
☰ V - Visa Inc. Reduce 2.52% 25 0.00
☰ FISV - Fiserv Inc. Reduce 3.06% 1,137 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 7.88% 14,267 0.34
☰ GS - Goldman Sachs Group Reduce 10.09% 4,053 0.22
☰ ABBV - AbbVie Inc. Reduce 30.28% 43,986 0.90
☰ CVS - CVS Health Corp. Reduce 61.42% 11,400 0.08
☰ PARA - Paramount Global Reduce 85.97% 288,597 0.36
☰ DUK - Duke Energy Corp New Sell 100.00% 64,933 0.78
☰ DCGO - Docgo Inc Sell 100.00% 100,000 0.04
☰ AON - Aon Plc Sell 100.00% 691 0.02
☰ APH - Amphenol Corp. Sell 100.00% 3,056 0.02
Q2 2024
☰ XOM - Exxon Mobil Corp. Reduce 0.05% 2 0.00
☰ ZBH - Zimmer Biomet Holdings Reduce 0.07% 70 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.17% 9 0.00
☰ UNH - United Health Group Inc. Reduce 0.39% 97 0.01
☰ DUK - Duke Energy Corp New Reduce 0.46% 297 0.00
☰ AXP - American Express Reduce 0.50% 16 0.00
☰ COST - Costco Co. Reduce 0.55% 3 0.00
☰ RTX - RTX Corp. Reduce 0.58% 414 0.00
☰ AAPL - Apple Inc. Reduce 0.62% 863 0.02
☰ MS - Morgan Stanley Reduce 0.67% 2,049 0.02
☰ NEE - NextEra Energy Inc. Reduce 0.67% 1,551 0.01
☰ PNC - PNC Financial Services Reduce 0.76% 1,350 0.03
☰ MSFT - Microsoft Corp. Reduce 0.94% 1,350 0.07
☰ GOOG - Alphabet Inc. CL C Reduce 0.96% 1,578 0.03
☰ AMZN - Amazon.com Inc. Reduce 0.98% 1,211 0.03
☰ FDX - FedEx Corp. Reduce 1.03% 518 0.02
☰ MTB - M&T Bank Corp. Reduce 1.12% 1,041 0.02
☰ BDX - Becton Dickinson Reduce 1.19% 308 0.01
☰ WFC - Wells Fargo Reduce 1.22% 2,919 0.02
☰ ACN - Accenture Reduce 1.23% 10 0.00
☰ AEP - American Electric Power Reduce 1.24% 2,900 0.03
☰ TEL - TE Connectivity plc Reduce 1.27% 1,221 0.02
☰ BNY - Bank of New York Mellon Corp. Reduce 1.28% 6,722 0.05
☰ META - Meta Platforms Inc. Reduce 1.31% 549 0.03
☰ GS - Goldman Sachs Group Reduce 1.52% 618 0.03
☰ TXN - Texas Instruments Reduce 1.66% 1,481 0.03
☰ JPM - JPMorgan Chase & Co. Reduce 1.73% 3,187 0.08
☰ LHX - L3Harris Technologies Inc. Reduce 1.79% 1,056 0.03
☰ FISV - Fiserv Inc. Reduce 1.83% 690 0.01
☰ VIG - Vanguard Dividend Apprec ETF Reduce 3.81% 138 0.00
☰ TMO - Thermo Fisher Scientific Reduce 3.91% 822 0.06
☰ XLK - Technology Select Sect SPDR Reduce 4.07% 50 0.00
☰ VOO - Vanguard S&P 500 ETF Reduce 4.52% 834 0.05
☰ PARA - Paramount Global Reduce 5.66% 20,147 0.03
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 6.51% 675 0.00
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 7.70% 265 0.00
☰ BAC - Bank of America Corp. Reduce 11.39% 810 0.00
☰ QCOM - QUALCOMM Inc. Reduce 21.06% 38,617 0.78
☰ GD - General Dynamics Reduce 27.80% 9,767 0.33
☰ GILD - Gilead Sciences Reduce 41.17% 128,268 1.12
☰ CVS - CVS Health Corp. Reduce 93.46% 265,183 2.53
☰ BA - Boeing Co. Sell 100.00% 1,094 0.03
☰ IBM - International Business Machines Corp. Sell 100.00% 1,117 0.03
☰ LBAI - Lakeland Bancorp Inc Sell 100.00% 20,876 0.03
☰ NKE - NIKE Inc. Sell 100.00% 2,139 0.02
Q1 2024
☰ MS - Morgan Stanley Reduce 0.17% 508 0.01
☰ IWM - iShares Russell 2000 ETF Reduce 1.11% 118 0.00
☰ MSFT - Microsoft Corp. Reduce 1.39% 2,010 0.10
☰ HD - Home Depot Reduce 1.63% 705 0.03
☰ CL - Colgate-Palmolive Reduce 1.89% 50 0.00
☰ BNY - Bank of New York Mellon Corp. Reduce 1.90% 10,216 0.07
☰ JNJ - Johnson & Johnson Reduce 1.91% 65 0.00
☰ ZBH - Zimmer Biomet Holdings Reduce 1.95% 1,991 0.03
☰ VTV - Vanguard Value ETF Reduce 2.10% 29 0.00
☰ WFC - Wells Fargo Reduce 2.11% 5,181 0.03
☰ AMGN - Amgen Reduce 2.22% 937 0.03
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 2.25% 239 0.00
☰ TEL - TE Connectivity plc Reduce 2.51% 2,473 0.04
☰ CVS - CVS Health Corp. Reduce 2.55% 7,410 0.07
☰ AMZN - Amazon.com Inc. Reduce 2.73% 3,461 0.07
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 2.88% 102 0.00
☰ GD - General Dynamics Reduce 2.92% 1,056 0.04
☰ GOOG - Alphabet Inc. CL C Reduce 2.96% 5,021 0.09
☰ GS - Goldman Sachs Group Reduce 2.96% 1,243 0.06
☰ BA - Boeing Co. Reduce 3.70% 42 0.00
☰ BAC - Bank of America Corp. Reduce 3.92% 290 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 4.07% 224 0.01
☰ XOM - Exxon Mobil Corp. Reduce 4.21% 191 0.00
☰ TMO - Thermo Fisher Scientific Reduce 4.35% 956 0.06
☰ LHX - L3Harris Technologies Inc. Reduce 5.64% 3,530 0.09
☰ MCD - McDonald's Corp. Reduce 5.83% 66 0.00
☰ BDX - Becton Dickinson Reduce 7.50% 2,106 0.07
☰ PG - Procter & Gamble Reduce 9.04% 212 0.00
☰ QCOM - QUALCOMM Inc. Reduce 9.73% 19,756 0.36
☰ JPM - JPMorgan Chase & Co. Reduce 11.51% 23,973 0.52
☰ META - Meta Platforms Inc. Reduce 12.49% 5,966 0.27
☰ MRK - Merck & Co. Reduce 12.93% 425 0.01
☰ ABBV - AbbVie Inc. Reduce 13.06% 21,471 0.42
☰ CGEN - Compugen Ltd Reduce 17.17% 18,823 0.01
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 20.17% 1,193 0.01
☰ IBM - International Business Machines Corp. Reduce 23.23% 338 0.01
☰ FISV - Fiserv Inc. Reduce 49.97% 37,751 0.64
☰ APD - Air Products & Chemicals Sell 100.00% 61,099 2.13
☰ EBAY - eBay Inc. Sell 100.00% 108,362 0.60
☰ TSLA - Tesla Inc. Sell 100.00% 830 0.03
Q4 2023
☰ UNP - Union Pacific Reduce 0.17% 101 0.00
☰ JNJ - Johnson & Johnson Reduce 0.29% 10 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.29% 16 0.00
☰ BNY - Bank of New York Mellon Corp. Reduce 0.43% 2,330 0.01
☰ UNH - United Health Group Inc. Reduce 0.66% 125 0.01
☰ AAPL - Apple Inc. Reduce 0.71% 999 0.02
☰ QQQ - Invesco Qqq Trust Series 1 Reduce 0.83% 9 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 0.90% 137 0.00
☰ GS - Goldman Sachs Group Reduce 0.91% 384 0.02
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 1.17% 126 0.00
☰ TMO - Thermo Fisher Scientific Reduce 1.20% 267 0.02
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 1.25% 45 0.00
☰ AMZN - Amazon.com Inc. Reduce 1.27% 1,630 0.03
☰ TEL - TE Connectivity plc Reduce 1.33% 1,334 0.02
☰ QCOM - QUALCOMM Inc. Reduce 1.36% 2,793 0.04
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 1.38% 83 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 1.41% 2,423 0.05
☰ META - Meta Platforms Inc. Reduce 1.64% 796 0.03
☰ MSFT - Microsoft Corp. Reduce 1.65% 2,434 0.11
☰ COST - Costco Co. Reduce 1.80% 10 0.00
☰ VIG - Vanguard Dividend Apprec ETF Reduce 1.97% 72 0.00
☰ GOOGL - Alphabet Inc. Reduce 1.99% 50 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 2.10% 4,460 0.09
☰ WFC - Wells Fargo Reduce 2.11% 5,283 0.03
☰ GILD - Gilead Sciences Reduce 2.14% 6,509 0.07
☰ GD - General Dynamics Reduce 2.31% 855 0.03
☰ XLK - Technology Select Sect SPDR Reduce 2.38% 30 0.00
☰ BDX - Becton Dickinson Reduce 3.12% 905 0.03
☰ FDX - FedEx Corp. Reduce 4.32% 1,774 0.07
☰ CVS - CVS Health Corp. Reduce 4.95% 15,160 0.15
☰ USB - U.S. Bancorp Reduce 6.50% 40,124 0.19
☰ FISV - Fiserv Inc. Reduce 7.24% 5,894 0.09
☰ EBAY - eBay Inc. Reduce 10.51% 12,726 0.08
☰ AEP - American Electric Power Reduce 23.99% 51,566 0.55
☰ PARA - Paramount Global Reduce 37.56% 209,670 0.39
☰ TSN - Tyson Foods Sell 100.00% 85,769 0.62
Q3 2023
☰ WFC - Wells Fargo Reduce 0.01% 16 0.00
☰ GD - General Dynamics Reduce 0.08% 28 0.00
☰ EBAY - eBay Inc. Reduce 0.22% 263 0.00
☰ AMZN - Amazon.com Inc. Reduce 0.46% 593 0.01
☰ TEL - TE Connectivity plc Reduce 0.57% 575 0.01
☰ GOOG - Alphabet Inc. CL C Reduce 0.59% 1,023 0.02
☰ PNC - PNC Financial Services Reduce 0.69% 1,159 0.02
☰ FISV - Fiserv Inc. Reduce 0.92% 760 0.01
☰ META - Meta Platforms Inc. Reduce 0.95% 464 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 1.16% 2,488 0.05
☰ MSFT - Microsoft Corp. Reduce 1.17% 1,751 0.08
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 1.19% 129 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 1.76% 272 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 2.04% 115 0.01
☰ IWM - iShares Russell 2000 ETF Reduce 2.09% 227 0.01
☰ AAPL - Apple Inc. Reduce 2.26% 3,229 0.09
☰ VUG - Vanguard Growth ETF Reduce 5.56% 1,074 0.01
☰ CSCO - Cisco Systems Reduce 6.77% 35,958 0.26
☰ CMCSA - Comcast Corp. Reduce 7.34% 50,189 0.29
☰ SDY - SPDR S&P Dividend ETF Reduce 7.79% 325 0.01
☰ JNJ - Johnson & Johnson Reduce 7.97% 296 0.01
☰ VOO - Vanguard S&P 500 ETF Reduce 10.72% 1,600 0.09
☰ AMGN - Amgen Reduce 12.73% 6,130 0.19
☰ XLK - Technology Select Sect SPDR Reduce 14.11% 207 0.01
☰ MTB - M&T Bank Corp. Reduce 14.74% 13,821 0.24
☰ MCD - McDonald's Corp. Reduce 14.78% 196 0.01
☰ MRK - Merck & Co. Reduce 15.32% 589 0.01
☰ PG - Procter & Gamble Reduce 17.52% 481 0.01
☰ PYPL - PayPal Holdings Inc. Reduce 20.69% 39,570 0.36
☰ BA - Boeing Co. Reduce 26.04% 400 0.01
☰ BDX - Becton Dickinson Reduce 26.14% 10,255 0.37
☰ FDX - FedEx Corp. Reduce 27.32% 15,444 0.53
☰ QQQ - Invesco Qqq Trust Series 1 Reduce 50.50% 1,105 0.06
☰ TSN - Tyson Foods Reduce 52.60% 95,169 0.67
☰ MRKR - Marker Therapeutics Inc. Reduce 62.50% 25,000 0.01
☰ VTI - Vanguard Total Stock Mkt ETF Reduce 67.40% 7,064 0.22
☰ TSLA - Tesla Inc. Reduce 68.77% 1,821 0.07
☰ BKNG - Booking Holdings Inc. Sell 100.00% 129,325 1.92
☰ 41IS - Unilever Plc Sell 100.00% 152,125 1.09
☰ VXF - Vanguard Index Fds Sell 100.00% 5,315 0.11
☰ DCGO - Docgo Inc Sell 100.00% 55,805 0.07
☰ CL - Colgate-Palmolive Sell 100.00% 2,650 0.03
Q2 2023
☰ EBAY - eBay Inc. Reduce 0.06% 69 0.00
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.11% 6 0.00
☰ USB - U.S. Bancorp Reduce 0.21% 1,185 0.01
☰ META - Meta Platforms Inc. Reduce 0.30% 148 0.00
☰ BMY - Bristol-Myers Squibb Reduce 0.37% 20 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.37% 10 0.00
☰ TEL - TE Connectivity plc Reduce 0.52% 530 0.01
☰ GOOG - Alphabet Inc. CL C Reduce 0.76% 1,322 0.02
☰ AAPL - Apple Inc. Reduce 1.67% 2,435 0.06
☰ FDX - FedEx Corp. Reduce 1.81% 1,042 0.03
☰ V - Visa Inc. Reduce 1.90% 19 0.00
☰ FISV - Fiserv Inc. Reduce 1.93% 1,616 0.03
☰ BKNG - Booking Holdings Inc. Reduce 2.30% 3,050 0.05
☰ PARA - Paramount Global Reduce 2.71% 11,620 0.04
☰ BDX - Becton Dickinson Reduce 4.38% 1,796 0.06
☰ MRK - Merck & Co. Reduce 4.47% 180 0.00
☰ MSFT - Microsoft Corp. Reduce 4.63% 7,235 0.30
☰ BA - Boeing Co. Reduce 4.66% 75 0.00
☰ ACN - Accenture Reduce 5.12% 44 0.00
☰ WMT - Walmart Inc. Reduce 5.51% 100 0.00
☰ SBUX - Starbucks Corp. Reduce 5.98% 6,805 0.10
☰ GOOGL - Alphabet Inc. Reduce 6.68% 165 0.00
☰ GILD - Gilead Sciences Reduce 6.79% 21,894 0.26
☰ ZBH - Zimmer Biomet Holdings Reduce 26.75% 22,197 0.41
☰ COF - Capital One Financial Reduce 56.15% 3,091 0.04
☰ KO - Coca Cola Co. Sell 100.00% 47,710 0.43
Q1 2023
☰ TMO - Thermo Fisher Scientific Reduce 0.03% 6 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 0.09% 14 0.00
☰ TEL - TE Connectivity plc Reduce 0.18% 182 0.00
☰ VUG - Vanguard Growth ETF Reduce 0.19% 36 0.00
☰ ABBV - AbbVie Inc. Reduce 0.28% 449 0.01
☰ VYM - Vanguard High Dvd Yield ETF Reduce 0.28% 107 0.00
☰ FDX - FedEx Corp. Reduce 0.43% 251 0.01
☰ BDX - Becton Dickinson Reduce 0.85% 353 0.01
☰ PG - Procter & Gamble Reduce 0.89% 20 0.00
☰ GS - Goldman Sachs Group Reduce 1.08% 453 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.28% 35 0.00
☰ CSCO - Cisco Systems Reduce 1.31% 7,021 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 1.83% 4,002 0.08
☰ MSFT - Microsoft Corp. Reduce 2.40% 3,840 0.14
☰ SBUX - Starbucks Corp. Reduce 2.72% 3,174 0.05
☰ 41IS - Unilever Plc Reduce 3.01% 4,635 0.03
☰ BKNG - Booking Holdings Inc. Reduce 3.04% 4,150 0.05
☰ MRK - Merck & Co. Reduce 3.59% 150 0.00
☰ WMT - Walmart Inc. Reduce 3.82% 72 0.00
☰ FISV - Fiserv Inc. Reduce 5.24% 4,632 0.07
☰ GOOGL - Alphabet Inc. Reduce 5.58% 146 0.00
☰ ZBH - Zimmer Biomet Holdings Reduce 11.42% 10,694 0.20
☰ APD - Air Products & Chemicals Reduce 13.97% 8,506 0.39
☰ XOM - Exxon Mobil Corp. Reduce 15.84% 690 0.01
☰ BMY - Bristol-Myers Squibb Reduce 17.89% 1,190 0.01
☰ IWD - Ishares Russell 1000 Value E Reduce 24.58% 506 0.01
☰ EBAY - eBay Inc. Reduce 25.24% 40,995 0.25
☰ PARA - Paramount Global Reduce 31.22% 194,882 0.49
☰ KO - Coca Cola Co. Reduce 61.76% 77,040 0.73
☰ MRKR - Marker Therapeutics Inc. Reduce 90.00% 225,000 0.01
☰ TFC - Truist Financial Corp. Sell 100.00% 480,243 3.10
☰ KMB - Kimberly-Clark Sell 100.00% 75,683 1.54
☰ SLB - Schlumberger Ltd. Sell 100.00% 99,779 0.80
☰ VTI - Vanguard Total Stock Mkt ETF Sell 100.00% 10,481 0.30
☰ VXF - Vanguard Index Fds Sell 100.00% 5,315 0.11
☰ CL - Colgate-Palmolive Sell 100.00% 2,650 0.03
Q4 2022
☰ MSFT - Microsoft Corp. Reduce 0.26% 414 0.02
☰ CVS - CVS Health Corp. Reduce 0.30% 889 0.01
☰ BKNG - Booking Holdings Inc. Reduce 0.46% 625 0.01
☰ 41IS - Unilever Plc Reduce 0.48% 737 0.01
☰ SBUX - Starbucks Corp. Reduce 0.54% 640 0.01
☰ MDT - Medtronic plc Reduce 0.62% 901 0.01
☰ LHX - L3Harris Technologies Inc. Reduce 0.78% 183 0.01
☰ TMO - Thermo Fisher Scientific Reduce 0.79% 176 0.01
☰ WFC - Wells Fargo Reduce 0.99% 2,495 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 1.02% 2,258 0.04
☰ USB - U.S. Bancorp Reduce 1.21% 6,232 0.04
☰ TFC - Truist Financial Corp. Reduce 1.31% 6,388 0.05
☰ CSCO - Cisco Systems Reduce 1.47% 7,998 0.05
☰ TEL - TE Connectivity plc Reduce 1.48% 1,521 0.03
☰ GD - General Dynamics Reduce 1.66% 378 0.01
☰ APD - Air Products & Chemicals Reduce 1.71% 1,057 0.04
☰ BNY - Bank of New York Mellon Corp. Reduce 2.18% 11,540 0.07
☰ ABBV - AbbVie Inc. Reduce 2.61% 4,245 0.09
☰ FISV - Fiserv Inc. Reduce 2.64% 2,402 0.04
☰ GS - Goldman Sachs Group Reduce 2.77% 1,194 0.06
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 2.90% 167 0.01
☰ FDX - FedEx Corp. Reduce 2.94% 1,754 0.04
☰ VIG - Vanguard Dividend Apprec ETF Reduce 3.28% 114 0.00
☰ BDX - Becton Dickinson Reduce 3.41% 1,459 0.05
☰ GILD - Gilead Sciences Reduce 3.41% 11,180 0.11
☰ CGEN - Compugen Ltd Reduce 3.81% 4,344 0.00
☰ ESGD - iShares ESG Aware MSCI EAFE ETF Reduce 4.44% 160 0.00
☰ PARA - Paramount Global Reduce 5.91% 39,236 0.12
☰ XOM - Exxon Mobil Corp. Reduce 6.04% 280 0.00
☰ TSLA - Tesla Inc. Reduce 6.27% 171 0.01
☰ KMB - Kimberly-Clark Reduce 6.28% 5,074 0.09
☰ KO - Coca Cola Co. Reduce 6.29% 8,367 0.08
☰ ZBH - Zimmer Biomet Holdings Reduce 9.45% 9,776 0.17
☰ CMCSA - Comcast Corp. Reduce 9.49% 70,581 0.34
☰ MRK - Merck & Co. Reduce 14.18% 690 0.01
☰ MTB - M&T Bank Corp. Reduce 18.69% 15,900 0.46
☰ EBAY - eBay Inc. Reduce 19.34% 38,932 0.23
☰ LBAI - Lakeland Bancorp Inc Reduce 22.32% 6,000 0.02
☰ EFA - iShares MSCI EAFE ETF Reduce 24.98% 5,145 0.05
☰ AMGN - Amgen Reduce 26.19% 15,425 0.57
☰ SLB - Schlumberger Ltd. Reduce 26.59% 36,146 0.21
☰ MRKR - Marker Therapeutics Inc. Reduce 37.50% 150,000 0.01
☰ META - Meta Platforms Inc. Reduce 38.59% 26,531 0.59
Q3 2022
☰ MSFT - Microsoft Corp. Reduce 0.25% 406 0.02
☰ ZBH - Zimmer Biomet Holdings Reduce 0.25% 263 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 0.26% 23 0.00
☰ AAPL - Apple Inc. Reduce 0.37% 496 0.01
☰ EBAY - eBay Inc. Reduce 0.38% 768 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.41% 901 0.02
☰ WFC - Wells Fargo Reduce 0.44% 1,099 0.01
☰ BMY - Bristol-Myers Squibb Reduce 0.52% 35 0.00
☰ TMO - Thermo Fisher Scientific Reduce 0.57% 129 0.01
☰ TEL - TE Connectivity plc Reduce 0.65% 674 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.71% 41 0.00
☰ SLB - Schlumberger Ltd. Reduce 0.83% 1,142 0.01
☰ GS - Goldman Sachs Group Reduce 0.94% 409 0.02
☰ QQQ - Invesco Qqq Trust Series 1 Reduce 1.34% 29 0.00
☰ LHX - L3Harris Technologies Inc. Reduce 1.35% 319 0.01
☰ MTB - M&T Bank Corp. Reduce 1.66% 1,433 0.04
☰ CSCO - Cisco Systems Reduce 1.67% 9,218 0.06
☰ VIG - Vanguard Dividend Apprec ETF Reduce 1.67% 59 0.00
☰ PG - Procter & Gamble Reduce 1.78% 41 0.00
☰ PNC - PNC Financial Services Reduce 2.14% 1,654 0.04
☰ CVS - CVS Health Corp. Reduce 2.26% 6,758 0.10
☰ KO - Coca Cola Co. Reduce 2.45% 3,347 0.03
☰ VEA - Vanguard FTSE Developed ETF Reduce 2.92% 1,689 0.01
☰ JNJ - Johnson & Johnson Reduce 3.03% 116 0.00
☰ QCOM - QUALCOMM Inc. Reduce 3.66% 7,140 0.14
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Reduce 3.69% 135 0.00
☰ KMB - Kimberly-Clark Reduce 3.85% 3,230 0.07
☰ TFC - Truist Financial Corp. Reduce 4.61% 23,527 0.17
☰ IJR - Ishares Core S&P Small Cap E Reduce 5.34% 291 0.00
☰ BNY - Bank of New York Mellon Corp. Reduce 6.39% 36,117 0.23
☰ AEP - American Electric Power Reduce 7.96% 9,010 0.13
☰ BDX - Becton Dickinson Reduce 8.46% 3,956 0.15
☰ IWR - Ishares Russell Mid Cap ETF Reduce 9.13% 610 0.01
☰ PYPL - PayPal Holdings Inc. Reduce 12.90% 22,574 0.24
☰ IWF - iShares Russell 1000 Growth ETF Reduce 15.64% 6,168 0.05
☰ MDT - Medtronic plc Reduce 16.94% 29,844 0.41
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 32.22% 2,772 0.02
☰ VUG - Vanguard Growth ETF Reduce 47.36% 17,394 0.10
☰ VZ - Verizon Communications Sell 100.00% 170,930 1.33
☰ IWD - Ishares Russell 1000 Value E Sell 100.00% 3,514 0.08
☰ VBK - Vanguard Index Fds Sell 100.00% 1,853 0.06
☰ VWO - Vanguard Emerging Markets Stock Index Fund Sell 100.00% 5,477 0.04
☰ BA - Boeing Co. Sell 100.00% 1,612 0.03
☰ CL - Colgate-Palmolive Sell 100.00% 2,650 0.03
☰ IBM - International Business Machines Corp. Sell 100.00% 1,485 0.03
Q2 2022
☰ MSFT - Microsoft Corp. Reduce 0.00% 5 0.00
☰ TMO - Thermo Fisher Scientific Reduce 0.08% 17 0.00
☰ LHX - L3Harris Technologies Inc. Reduce 0.22% 53 0.00
☰ KMB - Kimberly-Clark Reduce 0.49% 410 0.01
☰ GD - General Dynamics Reduce 0.81% 183 0.01
☰ AMGN - Amgen Reduce 0.84% 496 0.02
☰ BDX - Becton Dickinson Reduce 2.25% 1,078 0.04
☰ CGEN - Compugen Ltd Reduce 2.28% 2,236 0.00
☰ FDX - FedEx Corp. Reduce 2.40% 1,440 0.04
☰ SLB - Schlumberger Ltd. Reduce 4.37% 6,270 0.03
☰ EFA - iShares MSCI EAFE ETF Reduce 5.67% 1,229 0.01
☰ BMY - Bristol-Myers Squibb Reduce 6.95% 499 0.00
☰ TSLA - Tesla Inc. Reduce 9.91% 100 0.01
☰ COF - Capital One Financial Reduce 13.38% 850 0.01
☰ ABBV - AbbVie Inc. Reduce 17.23% 30,824 0.67
☰ XOM - Exxon Mobil Corp. Reduce 18.12% 1,025 0.01
☰ FISV - Fiserv Inc. Reduce 28.32% 34,815 0.48
☰ VZ - Verizon Communications Reduce 39.78% 112,922 0.77
☰ GILD - Gilead Sciences Reduce 53.99% 195,980 1.57
☰ KO - Coca Cola Co. Reduce 60.12% 205,751 1.71
☰ MRK - Merck & Co. Reduce 97.12% 164,178 1.82
☰ K - Kellogg Co Sell 100.00% 371,665 3.22
☰ STT - State Street Corp. Sell 100.00% 138,856 1.63
☰ IWN - Ishares Russell 2000 Value E Sell 100.00% 2,370 0.05
☰ PBCT - Peoples United Financial Inc Sell 100.00% 17,523 0.05
☰ DHR - Danaher Corp. Sell 100.00% 739 0.03
☰ T - AT&T Inc. Sell 100.00% 9,107 0.03
☰ VB - Vanguard Small Cap ETF Sell 100.00% 1,038 0.03
☰ VO - Vanguard Mid Cap ETF Sell 100.00% 3,528 0.03
Q1 2022
☰ STT - State Street Corp. Reduce 0.12% 172 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 0.16% 9 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 0.20% 43 0.00
☰ SLB - Schlumberger Ltd. Reduce 0.80% 1,156 0.00
☰ GOOGL - Alphabet Inc. Reduce 3.39% 4 0.00
☰ T - AT&T Inc. Reduce 10.78% 1,100 0.00
☰ BMY - Bristol-Myers Squibb Reduce 12.19% 997 0.01
☰ CVS - CVS Health Corp. Reduce 13.26% 45,709 0.61
☰ KO - Coca Cola Co. Reduce 16.99% 70,019 0.54
☰ ABBV - AbbVie Inc. Reduce 23.31% 54,381 0.96
☰ XOM - Exxon Mobil Corp. Reduce 26.84% 2,075 0.02
☰ CVX - Chevron Corp. Sell 100.00% 124,415 1.90
☰ PEP - PepsiCo Inc. Sell 100.00% 81,630 1.84
☰ GIS - General Mills Sell 100.00% 150,710 1.32
☰ ED - Consolidated Edison Inc Sell 100.00% 100,141 1.11
Q4 2021
☰ BMY - Bristol-Myers Squibb Reduce 0.11% 9 0.00
☰ QCOM - QUALCOMM Inc. Reduce 0.12% 194 0.00
☰ EBAY - eBay Inc. Reduce 0.15% 260 0.00
☰ WFC - Wells Fargo Reduce 0.19% 465 0.00
☰ AAPL - Apple Inc. Reduce 0.28% 358 0.01
☰ MS - Morgan Stanley Reduce 0.60% 944 0.01
☰ QQQ - Invesco Qqq Trust Series 1 Reduce 0.65% 14 0.00
☰ STT - State Street Corp. Reduce 0.70% 985 0.01
☰ LHX - L3Harris Technologies Inc. Reduce 0.72% 171 0.01
☰ BA - Boeing Co. Reduce 0.80% 13 0.00
☰ TEL - TE Connectivity plc Reduce 0.80% 777 0.02
☰ TMO - Thermo Fisher Scientific Reduce 0.92% 202 0.02
☰ GOOG - Alphabet Inc. CL C Reduce 0.95% 81 0.03
☰ MSFT - Microsoft Corp. Reduce 1.12% 1,805 0.07
☰ GS - Goldman Sachs Group Reduce 1.29% 543 0.03
☰ CVX - Chevron Corp. Reduce 1.41% 1,785 0.03
☰ IVV - Ishares Core S&P 500 ETF Reduce 1.58% 29 0.00
☰ VZ - Verizon Communications Reduce 2.43% 5,795 0.04
☰ VIG - Vanguard Dividend Apprec ETF Reduce 2.80% 99 0.00
☰ TSLA - Tesla Inc. Reduce 4.70% 49 0.01
☰ MRK - Merck & Co. Reduce 5.93% 10,376 0.11
☰ GILD - Gilead Sciences Reduce 6.38% 22,445 0.22
☰ CGEN - Compugen Ltd Reduce 6.65% 7,000 0.01
☰ COF - Capital One Financial Reduce 7.23% 495 0.01
☰ K - Kellogg Co Reduce 7.26% 26,624 0.24
☰ PG - Procter & Gamble Reduce 18.41% 509 0.01
☰ IWM - iShares Russell 2000 ETF Reduce 20.22% 1,568 0.05
☰ ED - Consolidated Edison Inc Reduce 21.29% 27,091 0.28
☰ PEP - PepsiCo Inc. Reduce 28.13% 31,947 0.68
☰ PNW - Pinnacle West Cap Corp Sell 100.00% 238,058 2.43
☰ LGVN - Longeveron Inc Sell 100.00% 86,400 0.04
Q3 2021
☰ GS - Goldman Sachs Group Reduce 0.50% 213 0.01
☰ MS - Morgan Stanley Reduce 0.51% 800 0.01
☰ LHX - L3Harris Technologies Inc. Reduce 0.59% 142 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 0.67% 58 0.02
☰ EBAY - eBay Inc. Reduce 1.58% 2,842 0.03
☰ JNJ - Johnson & Johnson Reduce 7.44% 305 0.01
☰ EFA - iShares MSCI EAFE ETF Reduce 23.65% 6,715 0.08
☰ DUK - Duke Energy Corp New Sell 100.00% 52,978 0.75
☰ DISCA - Discovery Inc Sell 100.00% 10,000 0.04
☰ SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF Sell 100.00% 1,938 0.03
☰ T - AT&T Inc. Sell 100.00% 7,017 0.03
Q2 2021
☰ GIS - General Mills Reduce 0.06% 91 0.00
☰ PEP - PepsiCo Inc. Reduce 0.12% 138 0.00
☰ K - Kellogg Co Reduce 0.18% 668 0.01
☰ GILD - Gilead Sciences Reduce 0.21% 731 0.01
☰ ZBH - Zimmer Biomet Holdings Reduce 0.43% 279 0.01
☰ EFA - iShares MSCI EAFE ETF Reduce 0.51% 146 0.00
☰ CSCO - Cisco Systems Reduce 0.53% 2,524 0.02
☰ META - Meta Platforms Inc. Reduce 0.55% 234 0.01
☰ STT - State Street Corp. Reduce 0.60% 829 0.01
☰ SLB - Schlumberger Ltd. Reduce 0.73% 1,027 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.79% 1,707 0.04
☰ CVS - CVS Health Corp. Reduce 0.86% 2,930 0.03
☰ GD - General Dynamics Reduce 0.92% 201 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.95% 26 0.00
☰ FDX - FedEx Corp. Reduce 1.57% 769 0.03
☰ TEL - TE Connectivity plc Reduce 1.57% 1,551 0.03
☰ CGEN - Compugen Ltd Reduce 1.65% 1,764 0.00
☰ GOOGL - Alphabet Inc. Reduce 1.72% 2 0.00
☰ MSFT - Microsoft Corp. Reduce 1.82% 2,977 0.10
☰ MS - Morgan Stanley Reduce 1.85% 2,976 0.03
☰ WFC - Wells Fargo Reduce 1.89% 4,762 0.03
☰ EBAY - eBay Inc. Reduce 1.91% 3,498 0.03
☰ GOOG - Alphabet Inc. CL C Reduce 2.55% 225 0.07
☰ AXP - American Express Reduce 2.97% 85 0.00
☰ GS - Goldman Sachs Group Reduce 3.03% 1,319 0.06
☰ JNJ - Johnson & Johnson Reduce 3.16% 134 0.00
☰ CVX - Chevron Corp. Reduce 3.40% 4,380 0.07
☰ PG - Procter & Gamble Reduce 19.62% 675 0.01
☰ XOM - Exxon Mobil Corp. Reduce 23.70% 2,390 0.02
☰ DUK - Duke Energy Corp New Reduce 33.90% 27,166 0.39
☰ COF - Capital One Financial Reduce 85.75% 41,210 0.78
☰ T - AT&T Inc. Reduce 98.06% 355,116 1.61
☰ MDLZ - Mondelez International Sell 100.00% 136,606 1.19
☰ JPST - J P Morgan Exchange-Traded F Sell 100.00% 105,734 0.80
☰ MET - MetLife Inc. Sell 100.00% 75,230 0.68
☰ JMST - J P Morgan Exchange-Traded F Sell 100.00% 62,362 0.47
☰ ISTB - Ishares Tr Sell 100.00% 58,051 0.44
☰ IGSB - Ishares Tr Sell 100.00% 34,462 0.28
☰ SUB - Ishares Tr Sell 100.00% 13,996 0.23
☰ SHY - Ishares Tr Sell 100.00% 13,134 0.17
☰ MUNI - Pimco Etf Tr Sell 100.00% 8,915 0.07
☰ UPS - United Parcel Service Sell 100.00% 2,375 0.06
☰ IGIB - Ishares Tr Sell 100.00% 5,283 0.05
☰ BSV - Vanguard Bd Index Fds Sell 100.00% 3,217 0.04
☰ IEI - Ishares Tr Sell 100.00% 1,820 0.04
Q1 2021
☰ TMO - Thermo Fisher Scientific Reduce 0.05% 11 0.00
☰ WFC - Wells Fargo Reduce 0.05% 124 0.00
☰ AAPL - Apple Inc. Reduce 0.40% 481 0.01
☰ FDX - FedEx Corp. Reduce 0.90% 445 0.02
☰ MSFT - Microsoft Corp. Reduce 1.42% 2,345 0.09
☰ GOOG - Alphabet Inc. CL C Reduce 1.47% 132 0.04
☰ STT - State Street Corp. Reduce 1.51% 2,130 0.03
☰ TEL - TE Connectivity plc Reduce 1.63% 1,638 0.03
☰ GS - Goldman Sachs Group Reduce 2.53% 1,130 0.05
☰ MDLZ - Mondelez International Reduce 2.53% 3,549 0.03
☰ EBAY - eBay Inc. Reduce 2.63% 4,947 0.04
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.26% 92 0.00
☰ XOM - Exxon Mobil Corp. Reduce 5.57% 595 0.00
☰ EFA - iShares MSCI EAFE ETF Reduce 5.84% 1,770 0.02
☰ ZBH - Zimmer Biomet Holdings Reduce 5.96% 4,126 0.11
☰ GOOGL - Alphabet Inc. Reduce 7.20% 9 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 10.75% 593 0.01
☰ BMY - Bristol-Myers Squibb Reduce 23.43% 2,497 0.03
☰ MS - Morgan Stanley Reduce 23.54% 49,487 0.57
☰ COF - Capital One Financial Reduce 37.08% 28,327 0.47
☰ PARA - Viacomcbs Inc Reduce 64.90% 249,430 1.57
☰ MET - MetLife Inc. Reduce 82.69% 359,301 2.84
☰ JNJ - Johnson & Johnson Reduce 83.84% 21,977 0.59
☰ UPS - United Parcel Service Reduce 89.82% 20,949 0.59
☰ IBM - International Business Machines Corp. Sell 100.00% 47,697 1.01
☰ ETN - Eaton Corp. Sell 100.00% 39,692 0.80
☰ HD - Home Depot Sell 100.00% 16,327 0.73
☰ SHV - Ishares Tr Sell 100.00% 4,994 0.09
☰ DIS - Walt Disney Co. Sell 100.00% 1,140 0.03
☰ ET - Energy Transfer LP Sell 100.00% 11,544 0.01
☰ OPK - Opko Health Inc Sell 100.00% 10,000 0.01
Q4 2020
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 0.07% 4 0.00
☰ CVX - Chevron Corp. Reduce 0.08% 98 0.00
☰ CMCSA - Comcast Corp. Reduce 0.09% 266 0.00
☰ COF - Capital One Financial Reduce 0.62% 478 0.01
☰ TFC - Truist Financial Corp. Reduce 0.63% 2,284 0.02
☰ META - Meta Platforms Inc. Reduce 0.65% 274 0.01
☰ MET - MetLife Inc. Reduce 1.26% 5,542 0.04
☰ HD - Home Depot Reduce 1.38% 228 0.01
☰ MDLZ - Mondelez International Reduce 1.40% 1,983 0.02
☰ QCOM - QUALCOMM Inc. Reduce 1.65% 2,242 0.05
☰ FDX - FedEx Corp. Reduce 1.67% 842 0.04
☰ IGIB - Ishares Tr Reduce 1.83% 87 0.00
☰ MS - Morgan Stanley Reduce 2.04% 4,379 0.04
☰ TEL - TE Connectivity plc Reduce 2.37% 2,438 0.05
☰ IWM - iShares Russell 2000 ETF Reduce 2.51% 160 0.00
☰ XOM - Exxon Mobil Corp. Reduce 2.75% 302 0.00
☰ UPS - United Parcel Service Reduce 2.82% 678 0.02
☰ GOOG - Alphabet Inc. CL C Reduce 3.28% 304 0.09
☰ ZBH - Zimmer Biomet Holdings Reduce 5.87% 4,319 0.11
☰ TMO - Thermo Fisher Scientific Reduce 9.13% 2,194 0.19
☰ SLB - Schlumberger Ltd. Reduce 13.73% 22,265 0.07
☰ WFC - Wells Fargo Reduce 18.39% 56,921 0.26
☰ ETN - Eaton Corp. Reduce 62.00% 64,751 1.28
☰ IWB - Ishares Russell 1000 ETF Sell 100.00% 4,842 0.18
☰ EFG - Ishares Tr Sell 100.00% 3,446 0.06
☰ EYPT - Eyepoint Pharmaceuticals Inc Sell 100.00% 39,500 0.00
Q3 2020
☰ PARA - Viacomcbs Inc Reduce 0.99% 3,599 0.02
☰ TEL - TE Connectivity plc Reduce 1.05% 1,096 0.02
☰ STT - State Street Corp. Reduce 1.12% 1,521 0.02
☰ META - Meta Platforms Inc. Reduce 1.73% 749 0.03
☰ IVV - Ishares Core S&P 500 ETF Reduce 1.89% 30 0.00
☰ ZBH - Zimmer Biomet Holdings Reduce 1.93% 1,451 0.03
☰ GS - Goldman Sachs Group Reduce 2.10% 904 0.03
☰ TMO - Thermo Fisher Scientific Reduce 2.21% 544 0.04
☰ GOOG - Alphabet Inc. CL C Reduce 2.23% 211 0.06
☰ MDLZ - Mondelez International Reduce 2.43% 3,538 0.03
☰ FDX - FedEx Corp. Reduce 2.51% 1,297 0.03
☰ MS - Morgan Stanley Reduce 2.52% 5,552 0.05
☰ SHV - Ishares Tr Reduce 2.89% 145 0.00
☰ CSCO - Cisco Systems Reduce 3.38% 15,947 0.14
☰ K - Kellogg Co Reduce 3.81% 12,752 0.16
☰ EFG - Ishares Tr Reduce 4.30% 155 0.00
☰ CMCSA - Comcast Corp. Reduce 5.21% 15,889 0.12
☰ T - AT&T Inc. Reduce 5.52% 19,746 0.11
☰ TFC - Truist Financial Corp. Reduce 5.85% 22,597 0.16
☰ JPM - JPMorgan Chase & Co. Reduce 6.74% 15,471 0.28
☰ MSFT - Microsoft Corp. Reduce 7.13% 12,658 0.49
☰ PEP - PepsiCo Inc. Reduce 7.46% 5,049 0.13
☰ MET - MetLife Inc. Reduce 7.48% 35,601 0.25
☰ MTB - M&T Bank Corp. Reduce 8.14% 2,003 0.04
☰ USB - U.S. Bancorp Reduce 8.79% 10,098 0.07
☰ JNJ - Johnson & Johnson Reduce 9.23% 2,416 0.07
☰ COF - Capital One Financial Reduce 9.35% 7,932 0.10
☰ PNC - PNC Financial Services Reduce 10.74% 7,422 0.15
☰ GIS - General Mills Reduce 12.63% 19,600 0.23
☰ MRK - Merck & Co. Reduce 12.87% 16,748 0.25
☰ VZ - Verizon Communications Reduce 12.89% 24,304 0.26
☰ ABBV - AbbVie Inc. Reduce 14.62% 38,261 0.72
☰ KMB - Kimberly-Clark Reduce 14.76% 10,211 0.28
☰ EBAY - eBay Inc. Reduce 15.88% 34,840 0.35
☰ QCOM - QUALCOMM Inc. Reduce 29.21% 55,944 0.98
☰ ETN - Eaton Corp. Reduce 29.49% 43,672 0.73
☰ HD - Home Depot Reduce 54.11% 19,521 0.94
☰ UPS - United Parcel Service Reduce 70.77% 58,110 1.24
☰ XOM - Exxon Mobil Corp. Reduce 91.57% 119,328 1.03
☰ OPK - Opko Health Inc Sell 100.00% 100,000 0.07
☰ SRNE - Sorrento Therapeutics, Inc. Sell 100.00% 50,000 0.06
Q2 2020
☰ BMY - Bristol-Myers Squibb Reduce 0.02% 2 0.00
☰ CGEN - Compugen Ltd Reduce 0.21% 200 0.00
☰ KMB - Kimberly-Clark Reduce 0.50% 351 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 0.85% 1,972 0.04
☰ CVS - CVS Health Corp. Reduce 0.87% 2,861 0.04
☰ MDLZ - Mondelez International Reduce 1.28% 1,891 0.02
☰ GIS - General Mills Reduce 1.32% 2,074 0.02
☰ GS - Goldman Sachs Group Reduce 1.33% 580 0.02
☰ STT - State Street Corp. Reduce 1.54% 2,116 0.03
☰ AAPL - Apple Inc. Reduce 1.68% 515 0.03
☰ CSCO - Cisco Systems Reduce 2.27% 10,968 0.10
☰ MS - Morgan Stanley Reduce 2.51% 5,665 0.04
☰ ABBV - AbbVie Inc. Reduce 2.64% 7,102 0.12
☰ META - Meta Platforms Inc. Reduce 2.80% 1,242 0.05
☰ CVX - Chevron Corp. Reduce 3.15% 3,058 0.05
☰ MSFT - Microsoft Corp. Reduce 3.48% 6,408 0.23
☰ COF - Capital One Financial Reduce 3.51% 3,084 0.04
☰ GOOG - Alphabet Inc. CL C Reduce 3.66% 360 0.10
☰ XOM - Exxon Mobil Corp. Reduce 3.72% 5,040 0.04
☰ FDX - FedEx Corp. Reduce 6.12% 3,370 0.09
☰ GILD - Gilead Sciences Reduce 13.85% 40,551 0.69
☰ BSV - Vanguard Bd Index Fds Reduce 14.32% 495 0.01
☰ HD - Home Depot Reduce 20.35% 9,217 0.39
☰ TMO - Thermo Fisher Scientific Reduce 24.93% 8,163 0.53
☰ PARA - Viacomcbs Inc Reduce 25.28% 123,586 0.39
☰ EBAY - eBay Inc. Reduce 25.39% 74,633 0.51
☰ IWB - Ishares Russell 1000 ETF Reduce 25.58% 1,610 0.05
☰ WFC - Wells Fargo Reduce 47.47% 245,622 1.60
☰ 41IS - Unilever Plc Sell 100.00% 53,320 0.61
☰ OXY - Occidental Petroleum Sell 100.00% 167,122 0.44
☰ DVN - Devon Energy Corp. Sell 100.00% 163,558 0.26
Q1 2020
☰ AXP - American Express Reduce 0.35% 10 0.00
☰ QCOM - QUALCOMM Inc. Reduce 1.42% 2,314 0.03
☰ VUG - Vanguard Growth ETF Reduce 1.52% 120 0.00
☰ SHV - Ishares Tr Reduce 2.28% 107 0.00
☰ AMZN - Amazon.com Inc. Reduce 2.89% 100 0.00
☰ IBM - International Business Machines Corp. Reduce 2.97% 946 0.02
☰ TFC - Truist Financial Corp. Reduce 3.62% 12,889 0.12
☰ AAPL - Apple Inc. Reduce 4.21% 1,348 0.06
☰ JPM - JPMorgan Chase & Co. Reduce 4.76% 11,572 0.26
☰ CMCSA - Comcast Corp. Reduce 5.01% 12,991 0.10
☰ ABBV - AbbVie Inc. Reduce 5.06% 14,322 0.21
☰ MET - MetLife Inc. Reduce 5.48% 22,141 0.18
☰ KMB - Kimberly-Clark Reduce 5.58% 4,107 0.09
☰ BSV - Vanguard Bd Index Fds Reduce 5.86% 215 0.00
☰ MS - Morgan Stanley Reduce 6.19% 14,912 0.12
☰ STT - State Street Corp. Reduce 6.35% 9,322 0.12
☰ GS - Goldman Sachs Group Reduce 6.61% 3,092 0.12
☰ HD - Home Depot Reduce 6.63% 3,215 0.11
☰ MDLZ - Mondelez International Reduce 6.79% 10,746 0.10
☰ GOOG - Alphabet Inc. CL C Reduce 7.24% 768 0.17
☰ IWM - iShares Russell 2000 ETF Reduce 7.29% 390 0.01
☰ COF - Capital One Financial Reduce 7.44% 7,068 0.12
☰ MSFT - Microsoft Corp. Reduce 8.62% 17,349 0.45
☰ BMY - Bristol-Myers Squibb Reduce 9.09% 1,064 0.01
☰ GILD - Gilead Sciences Reduce 9.48% 30,646 0.33
☰ TMO - Thermo Fisher Scientific Reduce 14.64% 5,614 0.30
☰ GIS - General Mills Reduce 19.09% 37,117 0.32
☰ TEL - TE Connectivity plc Reduce 19.41% 23,366 0.36
☰ JNJ - Johnson & Johnson Reduce 28.35% 9,605 0.23
☰ PEP - PepsiCo Inc. Reduce 32.72% 31,592 0.70
☰ OXY - Occidental Petroleum Reduce 40.29% 112,783 0.76
☰ ETN - Eaton Corp. Reduce 44.65% 118,770 1.84
☰ SLB - Schlumberger Ltd. Reduce 48.87% 113,731 0.75
☰ EFG - Ishares Tr Reduce 49.32% 3,484 0.05
☰ PG - Procter & Gamble Reduce 81.70% 10,210 0.20
☰ RDS.B - Royal Dutch Shell Plc Sell 100.00% 156,965 1.54
☰ GEN - Nortonlifelock Inc Sell 100.00% 254,892 1.06
☰ UTX - United Technologies Corp Sell 100.00% 23,631 0.58
☰ IEZ - Ishares Tr Sell 100.00% 117,311 0.39
☰ BA - Boeing Co. Sell 100.00% 910 0.05
☰ OPK - Opko Health Inc Sell 100.00% 200,000 0.05
☰ IEMG - iShares Core MSCI Emerging Markets ETF Sell 100.00% 4,517 0.04
☰ WMT - Walmart Inc. Sell 100.00% 2,000 0.04
☰ VIG - Vanguard Dividend Apprec ETF Sell 100.00% 1,705 0.03
Q4 2019
☰ ABBV - AbbVie Inc. Reduce 0.33% 940 0.01
☰ MSFT - Microsoft Corp. Reduce 0.61% 1,244 0.03
☰ CMCSA - Comcast Corp. Reduce 0.77% 2,017 0.02
☰ META - Meta Platforms Inc. Reduce 0.93% 260 0.01
☰ PEP - PepsiCo Inc. Reduce 1.22% 1,196 0.03
☰ ETN - Eaton Corp. Reduce 1.29% 3,465 0.05
☰ BA - Boeing Co. Reduce 1.62% 15 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 1.78% 4,417 0.09
☰ MS - Morgan Stanley Reduce 1.88% 4,614 0.03
☰ ZBH - Zimmer Biomet Holdings Reduce 2.06% 1,539 0.04
☰ GOOG - Alphabet Inc. CL C Reduce 2.12% 230 0.05
☰ TEL - TE Connectivity plc Reduce 2.23% 2,739 0.05
☰ AAPL - Apple Inc. Reduce 2.69% 886 0.04
☰ AMZN - Amazon.com Inc. Reduce 2.81% 100 0.00
☰ STT - State Street Corp. Reduce 2.92% 4,413 0.05
☰ COF - Capital One Financial Reduce 2.98% 2,914 0.05
☰ EFG - Ishares Tr Reduce 3.56% 261 0.00
☰ IEMG - iShares Core MSCI Emerging Markets ETF Reduce 4.04% 190 0.00
☰ CVX - Chevron Corp. Reduce 4.17% 2,253 0.05
☰ BMY - Bristol-Myers Squibb Reduce 4.92% 605 0.01
☰ DVN - Devon Energy Corp. Reduce 4.94% 8,154 0.04
☰ TMO - Thermo Fisher Scientific Reduce 5.33% 2,160 0.11
☰ PG - Procter & Gamble Reduce 11.86% 1,681 0.04
☰ WMT - Walmart Inc. Reduce 13.04% 300 0.01
☰ SRNE - Sorrento Therapeutics, Inc. Reduce 16.67% 10,000 0.00
☰ SLB - Schlumberger Ltd. Reduce 18.80% 53,872 0.33
☰ JNJ - Johnson & Johnson Reduce 22.31% 9,726 0.22
☰ UPS - United Parcel Service Reduce 27.32% 25,704 0.55
☰ QCOM - QUALCOMM Inc. Reduce 33.59% 82,473 1.12
☰ UTX - United Technologies Corp Reduce 47.63% 21,496 0.52
☰ VIAB - Viacom Inc New Sell 100.00% 450,482 1.93
☰ NLOK - Symantec Corp Sell 100.00% 258,139 1.09
☰ PFE - Pfizer Inc. Sell 100.00% 5,646 0.04
☰ ASNAEUR - Ascena Retail Group Inc Sell 100.00% 33,262 0.00
Q3 2019
☰ AMZN - Amazon.com Inc. Reduce 0.56% 20 0.00
☰ TFC - Truist Financial Corp. Reduce 0.57% 2,018 0.02
☰ STT - State Street Corp. Reduce 0.71% 1,076 0.01
☰ ETN - Eaton Corp. Reduce 0.78% 2,106 0.03
☰ GIS - General Mills Reduce 0.81% 1,522 0.01
☰ MET - MetLife Inc. Reduce 0.85% 3,460 0.03
☰ META - Meta Platforms Inc. Reduce 0.96% 270 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 1.27% 3,197 0.06
☰ BA - Boeing Co. Reduce 1.28% 12 0.00
☰ NLOK - Symantec Corp Reduce 1.46% 3,825 0.02
☰ GS - Goldman Sachs Group Reduce 1.53% 719 0.03
☰ MS - Morgan Stanley Reduce 1.83% 4,573 0.04
☰ COF - Capital One Financial Reduce 2.03% 2,028 0.03
☰ GOOG - Alphabet Inc. CL C Reduce 2.03% 225 0.04
☰ DVN - Devon Energy Corp. Reduce 2.10% 3,544 0.02
☰ CVX - Chevron Corp. Reduce 2.12% 1,172 0.03
☰ AAPL - Apple Inc. Reduce 2.27% 764 0.03
☰ TEL - TE Connectivity plc Reduce 2.29% 2,885 0.05
☰ MSFT - Microsoft Corp. Reduce 2.41% 5,008 0.12
☰ TMO - Thermo Fisher Scientific Reduce 2.43% 1,011 0.05
☰ EBAY - eBay Inc. Reduce 2.92% 6,100 0.04
☰ CMCSA - Comcast Corp. Reduce 3.30% 8,935 0.07
☰ XOM - Exxon Mobil Corp. Reduce 3.34% 2,538 0.04
☰ MDLZ - Mondelez International Reduce 8.06% 13,593 0.13
☰ KMB - Kimberly-Clark Reduce 10.57% 7,310 0.18
☰ UPS - United Parcel Service Reduce 10.68% 11,255 0.21
☰ JNJ - Johnson & Johnson Reduce 11.68% 5,769 0.14
☰ QCOM - QUALCOMM Inc. Reduce 11.80% 32,849 0.45
☰ PEP - PepsiCo Inc. Reduce 12.37% 13,801 0.33
☰ ZBH - Zimmer Biomet Holdings Reduce 13.79% 11,947 0.25
☰ T - AT&T Inc. Reduce 17.68% 63,864 0.39
☰ WMT - Walmart Inc. Reduce 34.29% 1,200 0.02
☰ UTX - United Technologies Corp Reduce 55.82% 57,011 1.34
☰ PG - Procter & Gamble Reduce 59.54% 20,865 0.41
☰ PFE - Pfizer Inc. Reduce 97.28% 201,950 1.58
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Sell 100.00% 4,529 0.29
Q2 2019
☰ TFC - Truist Financial Corp. Reduce 0.90% 3,226 0.03
☰ WFC - Wells Fargo Reduce 4.03% 19,231 0.16
☰ DVN - Devon Energy Corp. Reduce 4.62% 8,160 0.04
☰ CGEN - Compugen Ltd Reduce 5.03% 5,000 0.00
☰ ABBV - AbbVie Inc. Reduce 5.17% 12,862 0.18
☰ SLB - Schlumberger Ltd. Reduce 5.92% 17,997 0.14
☰ GILD - Gilead Sciences Reduce 6.15% 18,257 0.21
☰ OXY - Occidental Petroleum Reduce 6.30% 15,126 0.17
☰ ETN - Eaton Corp. Reduce 6.87% 20,033 0.28
☰ MET - MetLife Inc. Reduce 6.96% 30,359 0.22
☰ JPM - JPMorgan Chase & Co. Reduce 7.21% 19,501 0.34
☰ MSFT - Microsoft Corp. Reduce 7.90% 17,806 0.36
☰ CSCO - Cisco Systems Reduce 8.04% 30,496 0.29
☰ AAPL - Apple Inc. Reduce 8.08% 2,958 0.10
☰ CVX - Chevron Corp. Reduce 10.07% 6,188 0.13
☰ ZBH - Zimmer Biomet Holdings Reduce 10.16% 9,798 0.22
☰ VIAB - Viacom Inc New Reduce 10.64% 32,162 0.16
☰ META - Meta Platforms Inc. Reduce 10.72% 3,371 0.10
☰ COF - Capital One Financial Reduce 11.17% 12,557 0.18
☰ KMB - Kimberly-Clark Reduce 11.32% 8,829 0.19
☰ MS - Morgan Stanley Reduce 12.20% 34,744 0.26
☰ STT - State Street Corp. Reduce 12.30% 21,360 0.24
☰ GOOG - Alphabet Inc. CL C Reduce 12.64% 1,600 0.33
☰ GS - Goldman Sachs Group Reduce 12.73% 6,864 0.23
☰ TMO - Thermo Fisher Scientific Reduce 13.41% 6,431 0.31
☰ XOM - Exxon Mobil Corp. Reduce 13.71% 12,087 0.17
☰ EBAY - eBay Inc. Reduce 13.78% 33,424 0.22
☰ TEL - TE Connectivity plc Reduce 14.06% 20,615 0.29
☰ CMCSA - Comcast Corp. Reduce 14.89% 47,307 0.33
☰ MDLZ - Mondelez International Reduce 18.22% 37,558 0.33
☰ QCOM - QUALCOMM Inc. Reduce 21.68% 77,061 0.76
☰ UTX - United Technologies Corp Reduce 24.13% 32,493 0.73
☰ PEP - PepsiCo Inc. Reduce 30.68% 49,368 1.05
☰ PG - Procter & Gamble Reduce 43.75% 27,259 0.49
☰ KO - Coca Cola Co. Sell 100.00% 36,905 0.30
☰ MMM - 3M Co. Sell 100.00% 1,005 0.04
☰ 6683 - General Electric Co Sell 100.00% 10,162 0.02
Q1 2019
☰ VZ - Verizon Communications Reduce 0.01% 16 0.00
☰ EFG - Ishares Tr Reduce 0.18% 13 0.00
☰ KMB - Kimberly-Clark Reduce 0.21% 161 0.00
☰ GIS - General Mills Reduce 0.33% 618 0.00
☰ XOM - Exxon Mobil Corp. Reduce 0.54% 482 0.01
☰ IBM - International Business Machines Corp. Reduce 0.75% 225 0.00
☰ STT - State Street Corp. Reduce 0.76% 1,335 0.02
☰ PFE - Pfizer Inc. Reduce 0.77% 1,603 0.01
☰ QCOM - QUALCOMM Inc. Reduce 0.98% 3,505 0.04
☰ OXY - Occidental Petroleum Reduce 1.01% 2,443 0.03
☰ JPM - JPMorgan Chase & Co. Reduce 1.27% 3,477 0.06
☰ UTX - United Technologies Corp Reduce 1.45% 1,980 0.04
☰ NLOK - Symantec Corp Reduce 1.46% 3,358 0.01
☰ IWB - Ishares Russell 1000 ETF Reduce 1.56% 73 0.00
☰ MDLZ - Mondelez International Reduce 2.01% 4,240 0.03
☰ ETN - Eaton Corp. Reduce 2.13% 6,349 0.08
☰ DVN - Devon Energy Corp. Reduce 2.41% 4,358 0.02
☰ CMCSA - Comcast Corp. Reduce 2.46% 8,022 0.05
☰ EBAY - eBay Inc. Reduce 2.49% 6,189 0.03
☰ TEL - TE Connectivity plc Reduce 2.68% 4,043 0.06
☰ CVX - Chevron Corp. Reduce 2.82% 1,782 0.04
☰ ZBH - Zimmer Biomet Holdings Reduce 2.95% 2,933 0.06
☰ GOOG - Alphabet Inc. CL C Reduce 3.11% 406 0.08
☰ KO - Coca Cola Co. Reduce 3.70% 1,417 0.01
☰ TMO - Thermo Fisher Scientific Reduce 4.05% 2,023 0.09
☰ CGEN - Compugen Ltd Reduce 4.78% 5,000 0.00
☰ MSFT - Microsoft Corp. Reduce 5.85% 13,999 0.27
☰ EYPT - Eyepoint Pharmaceuticals Inc Reduce 7.02% 2,000 0.00
☰ PEP - PepsiCo Inc. Reduce 7.75% 13,525 0.28
☰ BMY - Bristol-Myers Squibb Reduce 19.26% 2,934 0.03
☰ CSCO - Cisco Systems Reduce 24.84% 125,375 1.03
☰ 6683 - General Electric Co Reduce 24.98% 3,383 0.00
☰ MRK - Merck & Co. Reduce 27.25% 30,720 0.44
☰ PG - Procter & Gamble Reduce 41.94% 45,003 0.78
☰ AXP - American Express Reduce 85.09% 16,399 0.30
☰ CB - Chubb Limited Sell 100.00% 51,401 1.25
☰ IEZ - Ishares Tr Sell 100.00% 242,964 0.94
☰ DIS - Walt Disney Co. Sell 100.00% 1,962 0.04
☰ EFA - iShares MSCI EAFE ETF Sell 100.00% 3,820 0.04
☰ XPNFX - Pimco Ny Municipal Income Fd Sell 100.00% 11,550 0.03
Q4 2018
☰ ABBV - AbbVie Inc. Reduce 0.08% 208 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.33% 918 0.02
☰ CVS - CVS Health Corp. Reduce 0.45% 690 0.01
☰ GOOG - Alphabet Inc. CL C Reduce 0.92% 122 0.02
☰ ZBH - Zimmer Biomet Holdings Reduce 1.12% 1,126 0.02
☰ TEL - TE Connectivity plc Reduce 1.24% 1,899 0.03
☰ COF - Capital One Financial Reduce 1.63% 1,832 0.03
☰ CMCSA - Comcast Corp. Reduce 2.50% 8,365 0.05
☰ DVN - Devon Energy Corp. Reduce 2.66% 4,942 0.03
☰ IBM - International Business Machines Corp. Reduce 3.25% 1,010 0.02
☰ XOM - Exxon Mobil Corp. Reduce 3.99% 3,680 0.05
☰ CSCO - Cisco Systems Reduce 4.63% 24,514 0.19
☰ TMO - Thermo Fisher Scientific Reduce 5.57% 2,949 0.12
☰ VZ - Verizon Communications Reduce 5.71% 10,238 0.09
☰ PFE - Pfizer Inc. Reduce 10.79% 25,226 0.18
☰ BMY - Bristol-Myers Squibb Reduce 11.63% 2,005 0.02
☰ SLB - Schlumberger Ltd. Reduce 19.85% 40,206 0.40
☰ MRK - Merck & Co. Reduce 20.57% 29,197 0.34
☰ AXP - American Express Reduce 24.14% 6,132 0.11
☰ 6683 - General Electric Co Reduce 29.58% 5,690 0.01
☰ CB - Chubb Limited Reduce 32.53% 24,782 0.54
☰ GS - Goldman Sachs Group Reduce 44.02% 20,321 0.74
☰ CVX - Chevron Corp. Reduce 44.74% 51,197 1.02
☰ PG - Procter & Gamble Reduce 53.64% 124,173 1.67
☰ MMM - 3M Co. Sell 100.00% 1,005 0.03
Q3 2018
☰ GOOG - Alphabet Inc. CL C Reduce 0.26% 35 0.01
☰ VIAB - Viacom Inc New Reduce 0.32% 856 0.00
☰ KO - Coca Cola Co. Reduce 0.55% 210 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 0.56% 15 0.00
☰ DVN - Devon Energy Corp. Reduce 0.81% 1,526 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 1.32% 29 0.00
☰ WFC - Wells Fargo Reduce 1.40% 6,521 0.06
☰ AAPL - Apple Inc. Reduce 1.43% 521 0.02
☰ MS - Morgan Stanley Reduce 2.08% 3,491 0.03
☰ PG - Procter & Gamble Reduce 2.86% 6,820 0.09
☰ PEP - PepsiCo Inc. Reduce 3.08% 5,323 0.10
☰ MDLZ - Mondelez International Reduce 3.10% 6,305 0.04
☰ TEL - TE Connectivity plc Reduce 3.19% 5,021 0.08
☰ RDS.B - Royal Dutch Shell Plc Reduce 3.20% 4,608 0.06
☰ CVX - Chevron Corp. Reduce 3.92% 4,663 0.10
☰ UTX - United Technologies Corp Reduce 4.08% 5,770 0.12
☰ WMT - Walmart Inc. Reduce 4.11% 150 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 4.41% 12,660 0.22
☰ CB - Chubb Limited Reduce 4.51% 3,597 0.08
☰ ETN - Eaton Corp. Reduce 4.54% 14,073 0.18
☰ XOM - Exxon Mobil Corp. Reduce 4.57% 4,418 0.06
☰ UPS - United Parcel Service Reduce 4.86% 4,287 0.08
☰ QCOM - QUALCOMM Inc. Reduce 5.00% 17,709 0.17
☰ VZ - Verizon Communications Reduce 5.35% 10,145 0.09
☰ CVS - CVS Health Corp. Reduce 5.55% 8,938 0.10
☰ JNJ - Johnson & Johnson Reduce 5.71% 2,861 0.06
☰ PFE - Pfizer Inc. Reduce 5.95% 14,791 0.09
☰ COF - Capital One Financial Reduce 6.23% 7,443 0.11
☰ 6683 - General Electric Co Reduce 6.25% 1,282 0.00
☰ ZBH - Zimmer Biomet Holdings Reduce 8.74% 9,624 0.18
☰ CSCO - Cisco Systems Reduce 11.18% 66,579 0.48
☰ TMO - Thermo Fisher Scientific Reduce 12.41% 7,502 0.26
☰ MSFT - Microsoft Corp. Reduce 17.80% 51,829 0.86
☰ MRK - Merck & Co. Reduce 19.97% 35,411 0.36
☰ AXP - American Express Reduce 66.60% 50,660 0.83
☰ COP - ConocoPhillips Sell 100.00% 92,278 1.08
☰ TGT - Target Corp. Sell 100.00% 72,357 0.92
☰ DUK - Duke Energy Corp New Sell 100.00% 27,196 0.36
☰ KHC - Kraft Heinz Co. Sell 100.00% 3,326 0.04
Q2 2018
☰ UPS - United Parcel Service Reduce 0.07% 61 0.00
☰ VIAB - Viacom Inc New Reduce 0.28% 746 0.00
☰ MRK - Merck & Co. Reduce 0.60% 1,077 0.01
☰ RDS.B - Royal Dutch Shell Plc Reduce 0.71% 1,028 0.01
☰ PFE - Pfizer Inc. Reduce 0.73% 1,824 0.01
☰ ETN - Eaton Corp. Reduce 0.79% 2,469 0.03
☰ ABBV - AbbVie Inc. Reduce 0.88% 2,205 0.03
☰ WFC - Wells Fargo Reduce 0.88% 4,131 0.04
☰ TFC - Truist Financial Corp. Reduce 0.97% 3,146 0.03
☰ MET - MetLife Inc. Reduce 1.37% 5,846 0.04
☰ UTX - United Technologies Corp Reduce 1.55% 2,228 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 1.81% 5,295 0.10
☰ MS - Morgan Stanley Reduce 1.87% 3,188 0.03
☰ ZBH - Zimmer Biomet Holdings Reduce 2.19% 2,470 0.04
☰ COF - Capital One Financial Reduce 2.23% 2,723 0.04
☰ CSCO - Cisco Systems Reduce 2.31% 14,082 0.10
☰ TEL - TE Connectivity plc Reduce 2.41% 3,895 0.06
☰ AXP - American Express Reduce 2.43% 1,895 0.03
☰ DVN - Devon Energy Corp. Reduce 2.66% 5,132 0.03
☰ CB - Chubb Limited Reduce 2.87% 2,354 0.05
☰ GOOG - Alphabet Inc. CL C Reduce 3.01% 411 0.07
☰ OXY - Occidental Petroleum Reduce 3.01% 6,564 0.07
☰ TMO - Thermo Fisher Scientific Reduce 3.45% 2,159 0.07
☰ STT - State Street Corp. Reduce 3.54% 1,366 0.02
☰ BMY - Bristol-Myers Squibb Reduce 3.88% 695 0.01
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 4.02% 92 0.01
☰ AFL - AFLAC Inc. Reduce 5.90% 389 0.00
☰ CVX - Chevron Corp. Reduce 7.23% 9,281 0.18
☰ MSFT - Microsoft Corp. Reduce 7.66% 24,152 0.37
☰ 6683 - General Electric Co Reduce 31.29% 9,342 0.02
☰ TGT - Target Corp. Reduce 32.89% 35,464 0.41
☰ COP - ConocoPhillips Reduce 32.98% 45,408 0.45
☰ KO - Coca Cola Co. Reduce 62.33% 63,741 0.46
☰ JCI - Johnson Controls Intl. plc Sell 100.00% 284,611 1.67
☰ HOG - Harley-Davidson Sell 100.00% 151,054 1.08
☰ MMM - 3M Co. Sell 100.00% 1,005 0.04
Q1 2018
☰ ETN - Eaton Corp. Reduce 0.01% 38 0.00
☰ OXY - Occidental Petroleum Reduce 0.02% 40 0.00
☰ TFC - Truist Financial Corp. Reduce 0.10% 312 0.00
☰ WFC - Wells Fargo Reduce 0.11% 511 0.00
☰ BMY - Bristol-Myers Squibb Reduce 0.17% 30 0.00
☰ IWM - iShares Russell 2000 ETF Reduce 0.61% 16 0.00
☰ MET - MetLife Inc. Reduce 0.65% 2,785 0.02
☰ CVX - Chevron Corp. Reduce 0.99% 1,289 0.03
☰ DVN - Devon Energy Corp. Reduce 1.01% 1,970 0.01
☰ CB - Chubb Limited Reduce 1.20% 994 0.02
☰ ABBV - AbbVie Inc. Reduce 1.51% 3,839 0.06
☰ CVS - CVS Health Corp. Reduce 1.60% 2,476 0.03
☰ GOOG - Alphabet Inc. CL C Reduce 1.91% 266 0.04
☰ COP - ConocoPhillips Reduce 2.44% 3,448 0.03
☰ CSCO - Cisco Systems Reduce 2.50% 15,643 0.10
☰ ZBH - Zimmer Biomet Holdings Reduce 2.57% 2,969 0.06
☰ SLB - Schlumberger Ltd. Reduce 2.98% 5,682 0.06
☰ MS - Morgan Stanley Reduce 3.04% 5,349 0.04
☰ TMO - Thermo Fisher Scientific Reduce 3.17% 2,050 0.06
☰ TEL - TE Connectivity plc Reduce 3.53% 5,914 0.09
☰ JPM - JPMorgan Chase & Co. Reduce 3.59% 10,909 0.19
☰ COF - Capital One Financial Reduce 4.00% 5,092 0.08
☰ BA - Boeing Co. Reduce 4.38% 41 0.00
☰ AAPL - Apple Inc. Reduce 5.85% 2,233 0.06
☰ WMT - Walmart Inc. Reduce 6.41% 250 0.00
☰ MSFT - Microsoft Corp. Reduce 7.89% 27,007 0.37
☰ UTX - United Technologies Corp Reduce 8.15% 12,742 0.26
☰ AXP - American Express Reduce 9.71% 8,385 0.13
☰ 6683 - General Electric Co Reduce 13.61% 4,705 0.01
☰ CMCSA - Comcast Corp. Reduce 13.98% 2,345 0.02
☰ MMM - 3M Co. Reduce 14.10% 165 0.01
☰ HOG - Harley-Davidson Reduce 19.48% 36,555 0.30
☰ SRNE - Sorrento Therapeutics, Inc. Reduce 30.56% 22,000 0.01
☰ STT - State Street Corp. Reduce 50.21% 38,911 0.61
☰ WPP - Wpp Plc New Sell 100.00% 33,737 0.49
☰ NVS - Novartis AG Sell 100.00% 2,729 0.04
☰ CL - Colgate-Palmolive Sell 100.00% 2,725 0.03
Q4 2017
☰ BMY - Bristol-Myers Squibb Reduce 0.06% 10 0.00
☰ PG - Procter & Gamble Reduce 0.12% 259 0.00
☰ PEP - PepsiCo Inc. Reduce 0.18% 262 0.00
☰ ETN - Eaton Corp. Reduce 0.67% 2,119 0.03
☰ TFC - Truist Financial Corp. Reduce 1.24% 4,067 0.03
☰ MET - MetLife Inc. Reduce 1.72% 7,517 0.06
☰ WFC - Wells Fargo Reduce 1.76% 8,421 0.08
☰ AAPL - Apple Inc. Reduce 1.92% 746 0.02
☰ UTX - United Technologies Corp Reduce 2.05% 3,276 0.06
☰ JNJ - Johnson & Johnson Reduce 2.21% 1,107 0.02
☰ CGEN - Compugen Ltd Reduce 2.31% 2,000 0.00
☰ MSFT - Microsoft Corp. Reduce 2.42% 8,483 0.10
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 2.46% 57 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 2.56% 365 0.06
☰ CSCO - Cisco Systems Reduce 2.61% 16,746 0.09
☰ OXY - Occidental Petroleum Reduce 2.67% 5,985 0.06
☰ IWM - iShares Russell 2000 ETF Reduce 2.83% 77 0.00
☰ ABBV - AbbVie Inc. Reduce 2.85% 7,445 0.11
☰ COF - Capital One Financial Reduce 2.91% 3,821 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 3.05% 9,535 0.15
☰ MS - Morgan Stanley Reduce 3.37% 6,142 0.05
☰ STT - State Street Corp. Reduce 3.58% 2,874 0.05
☰ T - AT&T Inc. Reduce 3.59% 6,496 0.04
☰ TMO - Thermo Fisher Scientific Reduce 3.62% 2,428 0.08
☰ CB - Chubb Limited Reduce 3.70% 3,197 0.08
☰ TEL - TE Connectivity plc Reduce 4.96% 8,741 0.12
☰ JCI - Johnson Controls Intl. plc Reduce 5.10% 15,238 0.10
☰ COP - ConocoPhillips Reduce 5.37% 8,004 0.07
☰ WMT - Walmart Inc. Reduce 6.02% 250 0.00
☰ DVN - Devon Energy Corp. Reduce 7.60% 15,999 0.10
☰ CVX - Chevron Corp. Reduce 11.14% 16,249 0.32
☰ NVS - Novartis AG Reduce 18.15% 605 0.01
☰ AXP - American Express Reduce 18.52% 19,627 0.29
☰ MMM - 3M Co. Reduce 29.09% 480 0.02
☰ CVS - CVS Health Corp. Reduce 41.47% 109,689 1.47
☰ 6683 - General Electric Co Reduce 90.17% 316,968 1.26
☰ APMRF - Amper SA madrid ORD F Sell 100.00% 77,664 0.00
☰ EESV - Environmental Energy Service Sell 100.00% 10,000 0.00
Q3 2017
☰ IWM - iShares Russell 2000 ETF Reduce 0.29% 8 0.00
☰ ABBV - AbbVie Inc. Reduce 0.33% 864 0.01
☰ ZBH - Zimmer Biomet Holdings Reduce 0.40% 450 0.01
☰ PG - Procter & Gamble Reduce 0.42% 897 0.01
☰ VIAB - Viacom Inc. Class B Reduce 0.64% 1,574 0.01
☰ CVS - CVS Health Corp. Reduce 0.65% 1,742 0.02
☰ SLB - Schlumberger Ltd. Reduce 0.72% 1,105 0.01
☰ DVN - Devon Energy Corp. Reduce 0.77% 1,633 0.01
☰ GOOG - Alphabet Inc. CL C Reduce 0.80% 115 0.02
☰ MS - Morgan Stanley Reduce 0.81% 1,492 0.01
☰ HOG - Harley-Davidson Reduce 0.83% 1,564 0.01
☰ AAPL - Apple Inc. Reduce 0.92% 361 0.01
☰ JCI - Johnson Controls Intl. plc Reduce 0.96% 2,897 0.02
☰ 6683 - General Electric Co. Reduce 1.00% 3,541 0.02
☰ CVX - Chevron Corp. Reduce 1.12% 1,660 0.03
☰ TEL - TE Connectivity plc Reduce 1.20% 2,144 0.03
☰ JPM - JPMorgan Chase & Co. Reduce 1.22% 3,874 0.06
☰ MSFT - Microsoft Corp. Reduce 1.28% 4,537 0.05
☰ COP - ConocoPhillips Reduce 1.54% 2,336 0.02
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 1.70% 40 0.00
☰ AXP - American Express Reduce 1.86% 2,007 0.03
☰ CB - Chubb Limited Reduce 1.92% 1,691 0.04
☰ TMO - Thermo Fisher Scientific Reduce 2.19% 1,505 0.04
☰ WMT - Walmart Inc. Reduce 7.78% 350 0.00
☰ AFL - AFLAC Inc. Reduce 15.40% 600 0.01
☰ STT - State Street Corp. Reduce 18.75% 18,544 0.28
☰ SNI - Scripps Networks Interactive I Sell 100.00% 16,780 0.20
☰ CL - Colgate-Palmolive Sell 100.00% 2,725 0.03
Q2 2017
☰ ABBV - AbbVie Inc. Reduce 0.08% 210 0.00
☰ MSFT - Microsoft Corp. Reduce 0.23% 828 0.01
☰ KO - Coca Cola Co. Reduce 0.57% 432 0.00
☰ TEL - TE Connectivity plc Reduce 0.76% 1,372 0.02
☰ AXP - American Express Reduce 0.96% 1,045 0.01
☰ MS - Morgan Stanley Reduce 1.07% 1,980 0.01
☰ COF - Capital One Financial Reduce 1.09% 1,426 0.02
☰ AAPL - Apple Inc. Reduce 1.11% 442 0.01
☰ GOOG - Alphabet Inc. CL C Reduce 1.13% 164 0.02
☰ STT - State Street Corp. Reduce 1.67% 1,680 0.02
☰ CL - Colgate-Palmolive Reduce 1.80% 50 0.00
☰ CB - Chubb Limited Reduce 1.86% 1,665 0.04
☰ TMO - Thermo Fisher Scientific Reduce 2.17% 1,524 0.04
☰ JCI - Johnson Controls Intl. plc Reduce 2.53% 7,837 0.06
☰ ZBH - Zimmer Biomet Holdings Reduce 3.22% 3,749 0.08
☰ DVN - Devon Energy Corp. Reduce 3.32% 7,291 0.05
☰ COP - ConocoPhillips Reduce 3.66% 5,750 0.05
☰ JNJ - Johnson & Johnson Reduce 5.48% 2,854 0.06
☰ WMT - Walmart Inc. Reduce 10.36% 520 0.01
☰ NLOK - Symantec Corp. Sell 100.00% 175,845 0.95
☰ MCD - McDonald's Corp. Sell 100.00% 31,572 0.72
Q1 2017
☰ ABBV - AbbVie Inc. Reduce 0.26% 680 0.01
☰ IWM - iShares Russell 2000 ETF Reduce 0.37% 10 0.00
☰ QCOM - QUALCOMM Inc. Reduce 1.40% 3,948 0.04
☰ TFC - Truist Financial Corp. Reduce 1.94% 5,882 0.05
☰ UTX - United Tech. Corp. Reduce 2.48% 3,979 0.07
☰ CVX - Chevron Corp. Reduce 2.81% 4,236 0.08
☰ DVN - Devon Energy Corp. Reduce 3.04% 6,883 0.05
☰ ETN - Eaton Corp. Reduce 3.18% 10,230 0.12
☰ MET - MetLife Inc. Reduce 3.62% 16,099 0.15
☰ WFC - Wells Fargo Reduce 3.88% 19,022 0.18
☰ PG - Procter & Gamble Reduce 4.53% 10,015 0.14
☰ MSFT - Microsoft Corp. Reduce 4.81% 17,986 0.19
☰ TMO - Thermo Fisher Scientific Reduce 4.81% 3,545 0.08
☰ WMT - Walmart Inc. Reduce 4.92% 260 0.00
☰ CSCO - Cisco Systems Reduce 5.00% 31,580 0.16
☰ COP - ConocoPhillips Reduce 5.32% 8,834 0.08
☰ STT - State Street Corp. Reduce 6.25% 6,706 0.09
☰ COF - Capital One Financial Reduce 6.90% 9,691 0.14
☰ SLB - Schlumberger Ltd. Reduce 7.92% 12,169 0.17
☰ HOG - Harley-Davidson Reduce 8.35% 15,826 0.16
☰ JPM - JPMorgan Chase & Co. Reduce 8.81% 30,426 0.44
☰ AXP - American Express Reduce 9.20% 11,043 0.14
☰ AAPL - Apple Inc. Reduce 9.53% 4,181 0.08
☰ ZBH - Zimmer Biomet Holdings Reduce 11.62% 15,324 0.27
☰ 6683 - General Electric Co. Reduce 13.73% 5,765 0.03
☰ IBM - International Business Machines Corp. Reduce 16.91% 3,487 0.10
☰ TEL - TE Connectivity plc Reduce 20.73% 46,963 0.55
☰ MS - Morgan Stanley Reduce 31.55% 85,670 0.61
☰ MCD - McDonald's Corp. Reduce 39.33% 20,466 0.42
☰ NLOK - Symantec Corp. Reduce 46.38% 152,112 0.62
☰ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 261,000 1.60
☰ SCHW - Charles Schwab Corp. Sell 100.00% 186,596 1.25
☰ TWX - Time Warner Inc Sell 100.00% 8,331 0.14
☰ BLK - BlackRock Inc. Sell 100.00% 1,642 0.11
☰ UNH - United Health Group Inc. Sell 100.00% 4,043 0.11
☰ AMGN - Amgen Sell 100.00% 3,924 0.10
☰ VFC - V.F. Corp. Sell 100.00% 5,136 0.05
☰ ABT - Abbott Labs Sell 100.00% 6,125 0.04
☰ HON - Honeywell Int'l Inc. Sell 100.00% 2,150 0.04
Q4 2016
☰ TEL - TE Connectivity plc Reduce 0.37% 837 0.01
☰ SLB - Schlumberger Ltd. Reduce 0.71% 1,104 0.02
☰ AXP - American Express Reduce 1.15% 1,391 0.02
☰ UNH - United Health Group Inc. Reduce 1.34% 55 0.00
☰ 6683 - General Electric Co. Reduce 1.71% 730 0.00
☰ SRNE - Sorrento Therapeutics, Inc. Reduce 4.88% 1,128 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 6.59% 24,353 0.29
☰ COF - Capital One Financial Reduce 15.11% 24,985 0.32
☰ VIAB - Viacom Inc. Class B Reduce 15.93% 32,999 0.22
☰ NLOK - Symantec Corp. Reduce 23.44% 100,434 0.45
☰ MS - Morgan Stanley Reduce 31.68% 125,897 0.71
☰ STT - State Street Corp. Reduce 36.65% 62,067 0.76
☰ APMRF - Amper SA madrid ORD F Reduce 49.99% 77,640 0.00
☰ SCHW - Charles Schwab Corp. Reduce 53.14% 211,571 1.18
☰ CAT - Caterpillar Inc. Sell 100.00% 119,130 1.87
☰ HPQ - HP Inc. Sell 100.00% 336,241 0.92
☰ CL - Colgate-Palmolive Sell 100.00% 2,775 0.04
☰ WM - Waste Management Inc. Sell 100.00% 3,600 0.04
Q3 2016
☰ MDY - State Street SPDR S&P MIDCAP 400 ETF Trust Reduce 0.27% 6 0.00
☰ HON - Honeywell Int'l Inc. Reduce 0.46% 10 0.00
☰ KO - Coca Cola Co. Reduce 0.50% 200 0.00
☰ AXP - American Express Reduce 1.19% 1,460 0.02
☰ TEL - TE Connectivity plc Reduce 1.38% 3,179 0.04
☰ HOG - Harley-Davidson Reduce 1.53% 2,587 0.02
☰ VIAB - Viacom Inc. Class B Reduce 1.86% 3,925 0.03
☰ WMT - Walmart Inc. Reduce 1.86% 100 0.00
☰ MS - Morgan Stanley Reduce 2.37% 9,655 0.05
☰ COF - Capital One Financial Reduce 2.42% 4,105 0.05
☰ SLB - Schlumberger Ltd. Reduce 2.59% 4,107 0.06
☰ DVN - Devon Energy Corp. Reduce 2.70% 6,248 0.04
☰ MMM - 3M Co. Reduce 2.94% 50 0.00
☰ STT - State Street Corp. Reduce 3.05% 5,325 0.06
☰ NLOK - Symantec Corp. Reduce 4.35% 19,478 0.08
☰ CAT - Caterpillar Inc. Reduce 4.53% 5,651 0.08
☰ TMO - Thermo Fisher Scientific Reduce 6.28% 4,807 0.14
☰ HPQ - HP Inc. Reduce 7.75% 28,237 0.07
☰ ZBH - Zimmer Biomet Holdings Reduce 8.57% 9,923 0.23
☰ 6683 - General Electric Co. Reduce 55.37% 53,017 0.33
☰ JCN - Johnson Controls Inc. Sell 100.00% 308,007 2.65
☰ HPE - Hewlett Packard Enterprise Sell 100.00% 296,524 1.05
☰ 41IS - Unilever PLC - Sponsored ADR Sell 100.00% 71,950 0.67
☰ 1560834D - Sevion Therapeutics Sell 100.00% 20,000 0.00
☰ CDCOR - Comdisco Holding Company, Inc. Sell 100.00% 11,500 0.00
Q2 2016
☰ CMCSA - Comcast Corp. Reduce 0.07% 6 0.00
☰ UTX - United Tech. Corp. Reduce 0.34% 508 0.01
☰ HON - Honeywell Int'l Inc. Reduce 0.46% 10 0.00
☰ AXP - American Express Reduce 0.52% 647 0.01
☰ CSCO - Cisco Systems Reduce 0.82% 4,894 0.03
☰ PEP - PepsiCo Inc. Reduce 0.87% 1,057 0.02
☰ TEL - TE Connectivity plc Reduce 0.99% 2,308 0.03
☰ JPM - JPMorgan Chase & Co. Reduce 1.22% 4,298 0.05
☰ DVN - Devon Energy Corp. Reduce 1.23% 2,896 0.02
☰ COP - ConocoPhillips Reduce 1.30% 2,137 0.02
☰ KO - Coca Cola Co. Reduce 1.49% 600 0.01
☰ STT - State Street Corp. Reduce 1.80% 3,199 0.04
☰ CVS - CVS Health Corp. Reduce 1.85% 1,912 0.04
☰ CAT - Caterpillar Inc. Reduce 1.93% 2,461 0.04
☰ HPQ - HP Inc. Reduce 1.97% 7,309 0.02
☰ OXY - Occidental Petroleum Reduce 2.07% 3,250 0.04
☰ WMT - Walmart Inc. Reduce 2.27% 125 0.00
☰ TFC - Truist Financial Corp. Reduce 2.43% 7,414 0.05
☰ VIAB - Viacom Inc. Class B Reduce 2.64% 5,722 0.05
☰ SLB - Schlumberger Ltd. Reduce 2.96% 4,840 0.07
☰ CVX - Chevron Corp. Reduce 3.54% 5,154 0.10
☰ MMM - 3M Co. Reduce 3.68% 65 0.00
☰ NLOK - Symantec Corp. Reduce 4.09% 19,120 0.07
☰ TMO - Thermo Fisher Scientific Reduce 4.69% 3,763 0.10
☰ ZBH - Zimmer Biomet Holdings Reduce 5.73% 7,036 0.15
☰ HPE - Hewlett Packard Enterprise Reduce 6.84% 21,776 0.08
☰ MCD - McDonald's Corp. Reduce 14.73% 5,318 0.13
☰ 6683 - General Electric Co. Reduce 25.31% 32,449 0.20
☰ EFG - iShares MSCI EAFE Growth ETF Reduce 35.94% 3,855 0.05
☰ JNJ - Johnson & Johnson Reduce 73.94% 118,209 2.52
☰ DUK - Duke Energy Corporation Sell 100.00% 43,067 0.69
☰ DD - DuPont de Nemours Inc. Sell 100.00% 7,895 0.10
☰ BA - Boeing Co. Sell 100.00% 1,694 0.04
☰ CYPW - Cyclone Power Technologies, In Sell 100.00% 25,000 0.00
☰ IRYS - Itracker System, Inc. Sell 100.00% 110,000 0.00
Q1 2016
☰ CSCO - Cisco Systems Reduce 0.35% 2,082 0.01
☰ T - AT&T Inc. Reduce 0.54% 559 0.00
☰ NLOK - Symantec Corp. Reduce 0.77% 3,641 0.01
☰ CVX - Chevron Corp. Reduce 0.85% 1,248 0.02
☰ HPQ - HP Inc. Reduce 0.87% 3,250 0.01
☰ OXY - Occidental Petroleum Reduce 0.97% 1,535 0.02
☰ AXP - American Express Reduce 1.47% 1,844 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 1.59% 5,666 0.07
☰ RDS.B - Royal Dutch Shell PLC CL B Reduce 1.63% 1,233 0.01
☰ ZBH - Zimmer Biomet Holdings Reduce 1.75% 2,192 0.04
☰ ETN - Eaton Corp. Reduce 1.95% 5,500 0.06
☰ COF - Capital One Financial Reduce 2.07% 3,552 0.05
☰ TEL - TE Connectivity plc Reduce 2.58% 6,162 0.08
☰ STT - State Street Corp. Reduce 2.74% 5,016 0.06
☰ CAT - Caterpillar Inc. Reduce 3.22% 4,236 0.06
☰ CVS - CVS Health Corp. Reduce 3.50% 3,756 0.07
☰ DD - DuPont de Nemours Inc. Reduce 3.66% 300 0.00
☰ KO - Coca Cola Co. Reduce 3.75% 1,575 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.84% 76 0.00
☰ SLB - Schlumberger Ltd. Reduce 4.22% 7,207 0.10
☰ PEP - PepsiCo Inc. Reduce 4.74% 6,057 0.12
☰ TMO - Thermo Fisher Scientific Reduce 4.98% 4,214 0.12
☰ PG - Procter & Gamble Reduce 6.68% 15,311 0.24
☰ CMCSA - Comcast Corp. Reduce 7.39% 669 0.01
☰ JNJ - Johnson & Johnson Reduce 8.54% 14,935 0.30
☰ HON - Honeywell Int'l Inc. Reduce 12.18% 301 0.01
☰ DUK - Duke Energy Corporation Reduce 18.91% 10,042 0.14
☰ 6683 - General Electric Co. Reduce 20.94% 33,954 0.21
☰ COP - ConocoPhillips Reduce 27.05% 60,880 0.55
☰ TFC - Truist Financial Corp. Reduce 28.27% 120,299 0.88
☰ MCD - McDonald's Corp. Reduce 71.23% 89,390 2.05
☰ SO - Southern Co. Sell 100.00% 52,589 0.48
☰ APC - Anadarko Pertroleum Corp. Sell 100.00% 47,454 0.45
☰ EFA - iShares MSCI EAFE ETF Sell 100.00% 4,396 0.05
☰ TWX - Time Warner Inc Sell 100.00% 3,753 0.05
☰ MDLZ - Mondelez International Sell 100.00% 4,724 0.04
☰ CC - Chemours Company Sell 100.00% 12,797 0.01
Q4 2015
☰ KO - Coca Cola Co. Reduce 0.24% 100 0.00
☰ AAPL - Apple Inc. Reduce 2.43% 101 0.00
☰ COP - ConocoPhillips Reduce 27.32% 84,604 0.58
☰ JNJ - Johnson & Johnson Reduce 27.46% 66,159 0.89
☰ CVX - Chevron Corp. Reduce 27.61% 55,978 0.64
☰ JPM - JPMorgan Chase & Co. Reduce 27.77% 137,341 1.21
☰ PG - Procter & Gamble Reduce 28.35% 90,651 0.94
☰ WFC - Wells Fargo Reduce 28.64% 161,890 1.20
☰ GILD - Gilead Sciences Reduce 29.48% 50,678 0.72
☰ 6683 - General Electric Co. Reduce 29.94% 69,284 0.25
☰ MET - MetLife Inc. Reduce 29.95% 162,231 1.10
☰ CSCO - Cisco Systems Reduce 30.30% 260,849 0.99
☰ TFC - Truist Financial Corp. Reduce 31.04% 191,514 0.98
☰ PEP - PepsiCo Inc. Reduce 31.70% 59,265 0.81
☰ ETN - Eaton Corp. Reduce 31.87% 131,703 0.98
☰ AXP - American Express Reduce 32.04% 59,131 0.63
☰ MS - Morgan Stanley Reduce 32.38% 180,930 0.82
☰ CVS - CVS Health Corp. Reduce 32.68% 52,088 0.73
☰ JCN - Johnson Controls Inc. Reduce 33.72% 144,737 0.86
☰ SCHW - Charles Schwab Corp. Reduce 34.39% 39,858 0.17
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 34.84% 121,350 0.99
☰ SLB - Schlumberger Ltd. Reduce 34.88% 91,502 0.91
☰ STT - State Street Corp. Reduce 35.42% 100,336 0.97
☰ TEL - TE Connectivity plc Reduce 35.51% 131,663 1.14
☰ COF - Capital One Financial Reduce 35.68% 95,214 1.00
☰ TMO - Thermo Fisher Scientific Reduce 35.87% 47,273 0.83
☰ ZBH - Zimmer Biomet Holdings Reduce 35.96% 70,199 0.95
☰ OXY - Occidental Petroleum Reduce 36.46% 91,085 0.87
☰ NLOK - Symantec Corp. Reduce 37.12% 277,799 0.78
☰ VIAB - Viacom Inc. Class B Reduce 37.40% 127,133 0.79
☰ QCOM - QUALCOMM Inc. Reduce 37.85% 141,472 1.09
☰ CAT - Caterpillar Inc. Reduce 39.42% 85,562 0.80
☰ MCD - McDonald's Corp. Reduce 43.81% 97,846 1.39
☰ MSFT - Microsoft Corp. Reduce 44.91% 284,230 1.81
☰ DVN - Devon Energy Corp. Reduce 56.19% 203,352 1.08
☰ CC - Chemours Company Reduce 63.55% 22,309 0.02
☰ DD - DuPont de Nemours Inc. Reduce 95.34% 167,685 1.16
☰ 6684 - Hewlett-Packard Co. Sell 100.00% 590,351 2.18
☰ ED - Consolidated Edison, Inc. Sell 100.00% 27,630 0.27
☰ CMCSK - Comcast Corp. - Special Class Sell 100.00% 8,730 0.07
Q3 2015
☰ KO - Coca Cola Co. Reduce 0.47% 200 0.00
☰ MS - Morgan Stanley Reduce 0.56% 3,133 0.02
☰ JNJ - Johnson & Johnson Reduce 0.66% 1,607 0.02
☰ PEP - PepsiCo Inc. Reduce 0.94% 1,780 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.05% 21 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 1.13% 100 0.00
☰ WFC - Wells Fargo Reduce 1.89% 10,878 0.08
☰ MSFT - Microsoft Corp. Reduce 1.92% 12,403 0.07
☰ MCD - McDonald's Corp. Reduce 2.07% 4,710 0.06
☰ JPM - JPMorgan Chase & Co. Reduce 2.17% 10,969 0.09
☰ WMT - Walmart Inc. Reduce 2.82% 160 0.00
☰ TMO - Thermo Fisher Scientific Reduce 2.94% 3,995 0.07
☰ TFC - Truist Financial Corp. Reduce 3.48% 22,237 0.11
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 4.01% 14,559 0.11
☰ AAPL - Apple Inc. Reduce 6.72% 299 0.00
☰ STT - State Street Corp. Reduce 9.50% 29,716 0.29
☰ CVS - CVS Health Corp. Reduce 15.24% 28,670 0.38
☰ ED - Consolidated Edison, Inc. Reduce 30.27% 11,996 0.09
☰ SCHW - Charles Schwab Corp. Reduce 51.42% 122,678 0.50
☰ TDC - Teradata Corp. Sell 100.00% 271,638 1.26
☰ EMR - Emerson Electric Sell 100.00% 40,290 0.28
☰ HON - Honeywell Int'l Inc. Sell 100.00% 3,005 0.04
☰ ABBV - AbbVie Inc. Sell 100.00% 3,234 0.03
☰ AMJ - JPMorgan Alerian MLP Index Sell 100.00% 6,440 0.03
☰ GS - Goldman Sachs Group Sell 100.00% 976 0.03
☰ KRFT - Kraft Foods Group Inc. Sell 100.00% 2,700 0.03
☰ MMM - 3M Co. Sell 100.00% 1,365 0.03
Q2 2015
☰ KO - Coca Cola Co. Reduce 0.47% 200 0.00
☰ JCN - Johnson Controls Inc. Reduce 0.87% 3,716 0.02
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.42% 5,245 0.04
☰ MCD - McDonald's Corp. Reduce 1.87% 4,347 0.05
☰ NLOK - Symantec Corp. Reduce 2.13% 15,940 0.04
☰ PG - Procter & Gamble Reduce 2.39% 7,527 0.07
☰ ZBH - Zimmer Biomet Holdings Reduce 2.42% 4,823 0.07
☰ DVN - Devon Energy Corp. Reduce 2.65% 9,720 0.07
☰ STT - State Street Corp. Reduce 2.89% 9,323 0.08
☰ TEL - TE Connectivity plc Reduce 3.62% 13,882 0.12
☰ SCHW - Charles Schwab Corp. Reduce 4.58% 11,449 0.04
☰ JNJ - Johnson & Johnson Reduce 6.46% 16,747 0.20
☰ GILD - Gilead Sciences Reduce 6.52% 11,486 0.13
☰ MET - MetLife Inc. Reduce 7.27% 42,425 0.25
☰ CVX - Chevron Corp. Reduce 7.28% 15,602 0.19
☰ ETN - Eaton Corp. Reduce 7.45% 32,690 0.26
☰ MSFT - Microsoft Corp. Reduce 7.63% 53,298 0.25
☰ TFC - Truist Financial Corp. Reduce 7.96% 55,318 0.25
☰ PEP - PepsiCo Inc. Reduce 8.33% 17,147 0.19
☰ OXY - Occidental Petroleum Reduce 8.43% 22,945 0.19
☰ WFC - Wells Fargo Reduce 8.65% 54,563 0.34
☰ SLB - Schlumberger Ltd. Reduce 9.30% 26,835 0.26
☰ TGT - Target Corp. Reduce 12.36% 7,321 0.07
☰ COF - Capital One Financial Reduce 12.56% 38,279 0.35
☰ JPM - JPMorgan Chase & Co. Reduce 12.76% 73,965 0.52
☰ MS - Morgan Stanley Reduce 14.97% 98,955 0.41
☰ AXP - American Express Reduce 18.90% 35,914 0.33
☰ TMO - Thermo Fisher Scientific Reduce 19.61% 33,135 0.52
☰ CVS - CVS Health Corp. Reduce 20.71% 49,113 0.59
☰ DD - DuPont de Nemours Inc. Reduce 21.18% 47,261 0.39
☰ UPS - United Parcel Service Reduce 34.19% 14,471 0.16
☰ XOM - Exxon Mobil Corp. Reduce 44.88% 25,060 0.25
☰ IBM - International Business Machines Corp. Reduce 46.67% 12,330 0.23
☰ CMCSK - Comcast Corp. - Special Class Reduce 87.78% 63,415 0.41
☰ UTX - United Tech. Corp. Reduce 87.81% 23,200 0.32
☰ MMM - 3M Co. Reduce 92.18% 16,100 0.30
☰ HOLX - Hologic, Inc. Sell 100.00% 506,181 1.93
☰ TWX - Time Warner Inc Sell 100.00% 52,558 0.51
☰ RRC - Range Resources Corp. Sell 100.00% 18,020 0.11
☰ APA - APA Corp. Sell 100.00% 12,100 0.08
☰ RDS.A - Royal Dutch Shell PLC ADR - A Sell 100.00% 3,376 0.02
☰ SDY - SPDR S&P Dividend ETF Sell 100.00% 2,600 0.02
Q1 2015
☰ TFC - Truist Financial Corp. Reduce 0.00% 7 0.00
☰ UTX - United Tech. Corp. Reduce 0.06% 15 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.09% 65 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.15% 894 0.01
☰ TWX - Time Warner Inc Reduce 0.28% 150 0.00
☰ MMM - 3M Co. Reduce 0.57% 100 0.00
☰ SCHW - Charles Schwab Corp. Reduce 0.59% 1,479 0.01
☰ JNJ - Johnson & Johnson Reduce 0.68% 1,780 0.02
☰ MS - Morgan Stanley Reduce 0.70% 4,636 0.02
☰ XOM - Exxon Mobil Corp. Reduce 0.79% 447 0.00
☰ PG - Procter & Gamble Reduce 0.89% 2,823 0.03
☰ WFC - Wells Fargo Reduce 1.05% 6,663 0.04
☰ TMO - Thermo Fisher Scientific Reduce 1.63% 2,792 0.04
☰ PEP - PepsiCo Inc. Reduce 1.89% 3,977 0.04
☰ HON - Honeywell Int'l Inc. Reduce 3.13% 95 0.00
☰ CVS - CVS Health Corp. Reduce 3.70% 9,103 0.10
☰ WMT - Walmart Inc. Reduce 5.58% 335 0.00
☰ APA - APA Corp. Reduce 11.83% 1,623 0.01
☰ ED - Consolidated Edison, Inc. Reduce 11.93% 4,759 0.04
☰ ZBH - Zimmer Biomet Holdings Reduce 13.92% 32,252 0.41
☰ CSCO - Cisco Systems Reduce 15.31% 151,136 0.47
☰ TGT - Target Corp. Reduce 20.06% 14,855 0.13
☰ DD - DuPont de Nemours Inc. Reduce 34.50% 117,530 0.98
☰ HOLX - Hologic, Inc. Reduce 47.29% 454,107 1.37
☰ KO - Coca Cola Co. Reduce 62.19% 69,820 0.34
☰ ORCL - Oracle Corp. Sell 100.00% 43,285 0.22
☰ APD - Air Products & Chemicals Sell 100.00% 12,124 0.20
☰ ABBV - AbbVie Inc. Sell 100.00% 3,234 0.02
☰ INTC - Intel Corp. Sell 100.00% 5,574 0.02
Q4 2014
☰ COF - Capital One Financial Reduce 0.06% 179 0.00
☰ TEL - TE Connectivity plc Reduce 0.06% 232 0.00
☰ STT - State Street Corp. Reduce 0.29% 940 0.01
☰ TMO - Thermo Fisher Scientific Reduce 0.35% 606 0.01
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.55% 400 0.00
☰ AXP - American Express Reduce 0.56% 960 0.01
☰ OXY - Occidental Petroleum Reduce 0.64% 1,707 0.02
☰ 6684 - Hewlett-Packard Co. Reduce 0.69% 3,393 0.01
☰ JPM - JPMorgan Chase & Co. Reduce 0.70% 4,075 0.03
☰ MSFT - Microsoft Corp. Reduce 1.05% 6,459 0.03
☰ SCHW - Charles Schwab Corp. Reduce 1.37% 3,501 0.01
☰ WFC - Wells Fargo Reduce 1.55% 10,028 0.06
☰ JNJ - Johnson & Johnson Reduce 1.85% 4,929 0.06
☰ PEP - PepsiCo Inc. Reduce 1.87% 4,010 0.04
☰ MS - Morgan Stanley Reduce 2.26% 15,394 0.06
☰ DD - DuPont de Nemours Inc. Reduce 3.27% 11,532 0.10
☰ ORCL - Oracle Corp. Reduce 3.41% 1,530 0.01
☰ ZBH - Zimmer Biomet Holdings Reduce 4.66% 11,320 0.13
☰ CVS - CVS Health Corp. Reduce 4.68% 12,081 0.11
☰ APD - Air Products & Chemicals Reduce 4.89% 623 0.01
☰ PG - Procter & Gamble Reduce 5.00% 16,717 0.16
☰ 1560834D - Sevion Therapeutics Reduce 5.16% 1,089 0.00
☰ SDY - SPDR S&P Dividend ETF Reduce 16.53% 515 0.00
☰ ED - Consolidated Edison, Inc. Reduce 22.33% 11,474 0.08
☰ DUK - Duke Energy Corporation Reduce 33.74% 14,286 0.12
☰ KO - Coca Cola Co. Reduce 68.66% 245,945 1.22
☰ SWN - Southwestern Energy Company Sell 100.00% 40,505 0.16
☰ K - Kellogg Company Sell 100.00% 18,722 0.13
☰ WPHM - Winston Pharmaceuticals Sell 100.00% 10,115 0.00
Q3 2014
☰ HOLX - Hologic, Inc. Reduce 0.06% 518 0.00
☰ PG - Procter & Gamble Reduce 0.22% 744 0.01
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.27% 195 0.00
☰ TMO - Thermo Fisher Scientific Reduce 0.31% 532 0.01
☰ XOM - Exxon Mobil Corp. Reduce 0.38% 200 0.00
☰ AXP - American Express Reduce 0.45% 769 0.01
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 0.47% 1,710 0.01
☰ CSCO - Cisco Systems Reduce 0.79% 7,868 0.02
☰ COP - ConocoPhillips Reduce 1.15% 3,292 0.03
☰ WMT - Walmart Inc. Reduce 1.15% 70 0.00
☰ TEL - TE Connectivity plc Reduce 1.18% 4,500 0.03
☰ WFC - Wells Fargo Reduce 1.60% 10,495 0.06
☰ ZBH - Zimmer Biomet Holdings Reduce 1.82% 4,493 0.05
☰ MET - MetLife Inc. Reduce 1.91% 10,038 0.06
☰ CAT - Caterpillar Inc. Reduce 2.14% 3,964 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 2.31% 13,802 0.09
☰ MS - Morgan Stanley Reduce 2.56% 17,891 0.07
☰ STT - State Street Corp. Reduce 2.63% 8,648 0.07
☰ APD - Air Products & Chemicals Reduce 2.78% 365 0.01
☰ SLB - Schlumberger Ltd. Reduce 3.22% 8,867 0.12
☰ JNJ - Johnson & Johnson Reduce 4.69% 13,093 0.16
☰ CVS - CVS Health Corp. Reduce 5.11% 13,916 0.12
☰ MSFT - Microsoft Corp. Reduce 7.97% 53,368 0.25
☰ KO - Coca Cola Co. Reduce 13.51% 55,956 0.27
☰ SCHW - Charles Schwab Corp. Reduce 38.01% 156,345 0.48
Q2 2014
☰ MMM - 3M Co. Reduce 0.14% 25 0.00
☰ UTX - United Tech. Corp. Reduce 0.38% 100 0.00
☰ MS - Morgan Stanley Reduce 0.46% 3,202 0.01
☰ TMO - Thermo Fisher Scientific Reduce 0.50% 870 0.01
☰ HOLX - Hologic, Inc. Reduce 0.80% 7,445 0.02
☰ PEP - PepsiCo Inc. Reduce 0.82% 1,764 0.02
☰ ORCL - Oracle Corp. Reduce 1.27% 575 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.43% 5,305 0.03
☰ QCOM - QUALCOMM Inc. Reduce 1.63% 5,162 0.05
☰ SCHW - Charles Schwab Corp. Reduce 1.79% 7,495 0.02
☰ CSCO - Cisco Systems Reduce 2.01% 20,285 0.05
☰ CVS - CVS Health Corp. Reduce 2.09% 5,817 0.05
☰ MCD - McDonald's Corp. Reduce 2.27% 4,856 0.06
☰ TEL - TE Connectivity plc Reduce 2.54% 9,980 0.07
☰ OXY - Occidental Petroleum Reduce 3.38% 9,307 0.11
☰ MET - MetLife Inc. Reduce 3.64% 19,823 0.13
☰ MSFT - Microsoft Corp. Reduce 3.70% 25,685 0.13
☰ ZBH - Zimmer Biomet Holdings Reduce 4.51% 11,680 0.13
☰ AXP - American Express Reduce 4.66% 8,394 0.09
☰ WFC - Wells Fargo Reduce 6.39% 44,892 0.27
☰ CAT - Caterpillar Inc. Reduce 6.50% 12,870 0.15
☰ SLB - Schlumberger Ltd. Reduce 6.57% 19,382 0.23
☰ COP - ConocoPhillips Reduce 6.99% 21,573 0.18
☰ JNJ - Johnson & Johnson Reduce 8.61% 26,303 0.31
☰ DVN - Devon Energy Corp. Reduce 9.88% 37,319 0.30
☰ UPS - United Parcel Service Reduce 14.17% 6,534 0.08
☰ 41IS - Unilever PLC - Sponsored ADR Reduce 14.98% 9,381 0.05
☰ APD - Air Products & Chemicals Reduce 34.84% 7,011 0.10
☰ K - Kellogg Company Reduce 86.37% 115,500 0.86
☰ GLW - Corning Inc. Sell 100.00% 182,151 0.45
☰ INTC - Intel Corp. Sell 100.00% 84,560 0.26
☰ CSX - CSX Corp. Sell 100.00% 47,390 0.16
☰ SDY - SPDR S&P Dividend ETF Sell 100.00% 2,833 0.02
☰ MIIS - MicroIslet, Inc. Sell 100.00% 39,000 0.00
Q1 2014
☰ CSCO - Cisco Systems Reduce 0.08% 767 0.00
☰ STT - State Street Corp. Reduce 0.11% 364 0.00
☰ TFC - Truist Financial Corp. Reduce 0.12% 845 0.00
☰ ORCL - Oracle Corp. Reduce 0.25% 115 0.00
☰ AAPL - Apple Inc. Reduce 0.37% 2 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.61% 3,609 0.03
☰ SLB - Schlumberger Ltd. Reduce 1.11% 3,313 0.04
☰ XOM - Exxon Mobil Corp. Reduce 1.14% 608 0.01
☰ SWN - Southwestern Energy Company Reduce 1.41% 580 0.00
☰ CAT - Caterpillar Inc. Reduce 1.68% 3,383 0.04
☰ MSFT - Microsoft Corp. Reduce 1.79% 12,686 0.06
☰ MET - MetLife Inc. Reduce 1.85% 10,231 0.07
☰ ZBH - Zimmer Biomet Holdings Reduce 1.97% 5,216 0.06
☰ TEL - TE Connectivity plc Reduce 2.60% 10,463 0.07
☰ MS - Morgan Stanley Reduce 2.76% 19,935 0.08
☰ CVS - CVS Health Corp. Reduce 2.86% 8,188 0.07
☰ TMO - Thermo Fisher Scientific Reduce 3.62% 6,520 0.09
☰ WFC - Wells Fargo Reduce 4.06% 29,747 0.16
☰ JCN - Johnson Controls Inc. Reduce 5.36% 16,076 0.10
☰ CGEN - Compugen Ltd Reduce 5.88% 5,000 0.01
☰ MRK - Merck & Co. Reduce 10.31% 7,459 0.05
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 12.92% 54,984 0.27
☰ APD - Air Products & Chemicals Reduce 14.92% 3,529 0.05
☰ AXP - American Express Reduce 15.66% 33,408 0.37
☰ APA - APA Corp. Reduce 17.93% 2,730 0.03
☰ K - Kellogg Company Reduce 19.40% 32,189 0.24
☰ SCHW - Charles Schwab Corp. Reduce 30.75% 186,020 0.59
☰ GLW - Corning Inc. Reduce 85.42% 1,067,493 2.31
☰ ADM - Archer-Daniels-Midland Sell 100.00% 380,907 2.01
Q4 2013
☰ ORCL - Oracle Corp. Reduce 0.24% 110 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.67% 3,978 0.03
☰ STT - State Street Corp. Reduce 0.72% 2,394 0.02
☰ OXY - Occidental Petroleum Reduce 1.35% 3,662 0.05
☰ TMO - Thermo Fisher Scientific Reduce 1.48% 2,706 0.03
☰ DVN - Devon Energy Corp. Reduce 1.55% 5,630 0.04
☰ CSX - CSX Corp. Reduce 1.75% 845 0.00
☰ CVS - CVS Health Corp. Reduce 2.34% 6,853 0.05
☰ MSFT - Microsoft Corp. Reduce 2.35% 17,066 0.08
☰ GLW - Corning Inc. Reduce 2.56% 32,791 0.06
☰ MS - Morgan Stanley Reduce 2.96% 22,058 0.08
☰ ZBH - Zimmer Biomet Holdings Reduce 3.02% 8,238 0.09
☰ MET - MetLife Inc. Reduce 3.86% 22,269 0.14
☰ INTC - Intel Corp. Reduce 4.35% 3,770 0.01
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 5.58% 25,153 0.13
☰ SRNE - Sorrento Therapeutics, Inc. Reduce 6.09% 1,500 0.00
☰ SCHW - Charles Schwab Corp. Reduce 10.78% 73,117 0.21
☰ JCN - Johnson Controls Inc. Reduce 22.17% 85,383 0.48
☰ ADM - Archer-Daniels-Midland Reduce 25.64% 131,360 0.65
☰ AXP - American Express Reduce 30.04% 91,625 0.93
☰ EMR - Emerson Electric Sell 100.00% 353,588 3.09
☰ FFNTQ - Friendfinder Networks Inc Sell 100.00% 32,650 0.00
Q3 2013
☰ UTX - United Tech. Corp. Reduce 0.15% 40 0.00
☰ PEP - PepsiCo Inc. Reduce 0.29% 471 0.01
☰ CVS - CVS Health Corp. Reduce 0.73% 2,147 0.02
☰ TWX - Time Warner Inc Reduce 1.31% 700 0.01
☰ MS - Morgan Stanley Reduce 1.59% 12,018 0.04
☰ TMO - Thermo Fisher Scientific Reduce 1.78% 3,324 0.04
☰ MSFT - Microsoft Corp. Reduce 1.91% 14,099 0.07
☰ JPM - JPMorgan Chase & Co. Reduce 2.12% 12,868 0.09
☰ WFC - Wells Fargo Reduce 2.32% 17,251 0.10
☰ JCN - Johnson Controls Inc. Reduce 2.38% 9,388 0.05
☰ AXP - American Express Reduce 2.54% 7,936 0.08
☰ CSCO - Cisco Systems Reduce 3.01% 28,697 0.10
☰ CVX - Chevron Corp. Reduce 3.02% 5,852 0.10
☰ GLW - Corning Inc. Reduce 3.24% 42,994 0.09
☰ COP - ConocoPhillips Reduce 3.81% 11,753 0.10
☰ MET - MetLife Inc. Reduce 5.09% 30,953 0.20
☰ ZBH - Zimmer Biomet Holdings Reduce 5.30% 15,274 0.16
☰ SLB - Schlumberger Ltd. Reduce 5.81% 18,388 0.18
☰ TEL - TE Connectivity plc Reduce 7.00% 29,710 0.19
☰ ADM - Archer-Daniels-Midland Reduce 7.83% 43,522 0.21
☰ EMR - Emerson Electric Reduce 9.10% 35,417 0.27
☰ STT - State Street Corp. Reduce 18.79% 76,471 0.70
☰ SCHW - Charles Schwab Corp. Reduce 28.88% 275,373 0.82
☰ ORCL - Oracle Corp. Reduce 40.91% 31,580 0.14
☰ TDW - Tidewater Inc. Sell 100.00% 383,570 3.05
☰ TWC - Time Warner Cable Sell 100.00% 23,524 0.37
☰ D - Dominion Energy Inc. Sell 100.00% 22,375 0.18
☰ ADP - Automatic Data Processing Inc. Sell 100.00% 13,630 0.13
Q2 2013
☰ MET - MetLife Inc. Reduce 0.39% 2,374 0.01
☰ ORCL - Oracle Corp. Reduce 0.42% 325 0.00
☰ TMO - Thermo Fisher Scientific Reduce 1.17% 2,196 0.02
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.20% 5,421 0.03
☰ AXP - American Express Reduce 1.91% 6,084 0.06
☰ KO - Coca Cola Co. Reduce 2.02% 7,029 0.04
☰ ADP - Automatic Data Processing Inc. Reduce 2.05% 285 0.00
☰ ADM - Archer-Daniels-Midland Reduce 2.08% 11,801 0.06
☰ TEL - TE Connectivity plc Reduce 2.26% 9,807 0.06
☰ MSFT - Microsoft Corp. Reduce 2.37% 17,904 0.08
☰ ZBH - Zimmer Biomet Holdings Reduce 2.39% 7,048 0.08
☰ CVS - CVS Health Corp. Reduce 2.61% 7,918 0.06
☰ GLW - Corning Inc. Reduce 2.82% 38,513 0.08
☰ TDW - Tidewater Inc. Reduce 3.21% 12,713 0.09
☰ STT - State Street Corp. Reduce 8.75% 39,036 0.34
☰ SCHW - Charles Schwab Corp. Reduce 16.16% 183,781 0.48
☰ CMCSK - Comcast Corp. - Special Class Reduce 48.11% 65,670 0.38
☰ DLCA - Dell Inc Sell 100.00% 1,073,280 2.28
☰ VODD - Vodafone Group PLC ADR Sell 100.00% 378,005 1.59
☰ HRS - Harris Corp. Sell 100.00% 214,236 1.47
☰ DUKG - Duke Energy Corporation Sell 100.00% 18,071 0.19
☰ AAPL - Apple Inc. Sell 100.00% 483 0.03
Q1 2013
☰ XOM - Exxon Mobil Corp. Reduce 0.03% 15 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.11% 150 0.00
☰ SWN - Southwestern Energy Company Reduce 0.26% 100 0.00
☰ ORCL - Oracle Corp. Reduce 0.39% 300 0.00
☰ IBM - International Business Machines Corp. Reduce 0.61% 100 0.00
☰ JNJ - Johnson & Johnson Reduce 0.69% 2,065 0.02
☰ ADP - Automatic Data Processing Inc. Reduce 0.89% 125 0.00
☰ COP - ConocoPhillips Reduce 1.00% 3,074 0.03
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.79% 8,200 0.05
☰ MET - MetLife Inc. Reduce 1.86% 11,555 0.06
☰ PG - Procter & Gamble Reduce 1.95% 5,908 0.07
☰ TMO - Thermo Fisher Scientific Reduce 1.95% 3,755 0.04
☰ WFC - Wells Fargo Reduce 2.13% 16,131 0.09
☰ AXP - American Express Reduce 2.15% 7,016 0.07
☰ TDW - Tidewater Inc. Reduce 2.38% 9,654 0.07
☰ HRS - Harris Corp. Reduce 2.62% 5,759 0.05
☰ JPM - JPMorgan Chase & Co. Reduce 2.74% 17,008 0.12
☰ TEL - TE Connectivity plc Reduce 2.99% 13,404 0.08
☰ ADM - Archer-Daniels-Midland Reduce 3.48% 20,452 0.09
☰ SCHW - Charles Schwab Corp. Reduce 3.61% 42,540 0.10
☰ CSCO - Cisco Systems Reduce 4.60% 45,636 0.15
☰ ZBH - Zimmer Biomet Holdings Reduce 4.65% 14,381 0.16
☰ STT - State Street Corp. Reduce 5.84% 27,644 0.21
☰ CVX - Chevron Corp. Reduce 5.99% 12,268 0.22
☰ CVS - CVS Health Corp. Reduce 7.47% 24,463 0.19
☰ DLCA - Dell Inc Reduce 7.62% 88,582 0.15
☰ VODD - Vodafone Group PLC ADR Reduce 46.53% 328,931 1.36
☰ MWW - Monster Worldwide Inc. Sell 100.00% 1,334,816 1.23
☰ COL - Rockwell Collins Inc. Sell 100.00% 31,900 0.30
☰ HNZ - H.J. Heinz Company Sell 100.00% 16,950 0.16
☰ CBZ - CBIZ Inc Sell 100.00% 19,885 0.02
☰ IRYS - Itracker System, Inc. Sell 100.00% 110,000 0.00
☰ WPHM - Winston Pharmaceuticals Sell 100.00% 10,115 0.00
Q4 2012
☰ MSFT - Microsoft Corp. Reduce 0.09% 684 0.00
☰ XOM - Exxon Mobil Corp. Reduce 0.09% 45 0.00
☰ GIS - General Mills Reduce 0.13% 30 0.00
☰ COL - Rockwell Collins Inc. Reduce 0.19% 60 0.00
☰ MRK - Merck & Co. Reduce 0.25% 95 0.00
☰ KMB - Kimberly-Clark Reduce 0.41% 55 0.00
☰ RDS.B - Royal Dutch Shell PLC CL B Reduce 0.45% 85 0.00
☰ PFE - Pfizer Inc. Reduce 0.75% 320 0.00
☰ UTX - United Tech. Corp. Reduce 0.95% 250 0.00
☰ TWX - Time Warner Inc Reduce 1.11% 600 0.00
☰ ETN - Eaton Corp. Reduce 1.32% 575 0.00
☰ 41IS - Unilever PLC - Sponsored ADR Reduce 1.33% 400 0.00
☰ DVN - Devon Energy Corp. Reduce 1.78% 5,811 0.05
☰ PG - Procter & Gamble Reduce 1.93% 5,952 0.06
☰ AXP - American Express Reduce 2.65% 8,859 0.08
☰ VODD - Vodafone Group PLC ADR Reduce 2.87% 20,882 0.09
☰ CVX - Chevron Corp. Reduce 3.17% 6,695 0.12
☰ TMO - Thermo Fisher Scientific Reduce 3.19% 6,328 0.06
☰ DLCA - Dell Inc Reduce 4.40% 53,531 0.08
☰ TDW - Tidewater Inc. Reduce 4.49% 19,071 0.14
☰ JNJ - Johnson & Johnson Reduce 4.81% 15,081 0.16
☰ MET - MetLife Inc. Reduce 4.94% 32,305 0.17
☰ COP - ConocoPhillips Reduce 5.08% 16,370 0.14
☰ APA - APA Corp. Reduce 5.11% 700 0.01
☰ ADM - Archer-Daniels-Midland Reduce 5.42% 33,681 0.14
☰ WFC - Wells Fargo Reduce 5.49% 44,004 0.23
☰ GLW - Corning Inc. Reduce 5.61% 76,577 0.15
☰ ZBH - Zimmer Biomet Holdings Reduce 5.97% 19,630 0.20
☰ CVS - CVS Health Corp. Reduce 6.05% 21,097 0.15
☰ JPM - JPMorgan Chase & Co. Reduce 6.11% 40,348 0.24
☰ STT - State Street Corp. Reduce 6.64% 33,683 0.21
☰ MS - Morgan Stanley Reduce 7.06% 53,571 0.13
☰ MWW - Monster Worldwide Inc. Reduce 10.80% 161,630 0.18
☰ CSCO - Cisco Systems Reduce 12.30% 139,166 0.40
☰ TWC - Time Warner Cable Reduce 22.98% 6,857 0.10
☰ HRS - Harris Corp. Reduce 44.69% 177,763 1.36
☰ STJ - St. Jude Medical Inc. Sell 100.00% 527,320 3.32
☰ AAGBP - Alcoa Inc. Sell 100.00% 1,274,814 1.69
☰ WU - Western Union Co. Sell 100.00% 316,860 0.86
☰ SYY - Sysco Corp. Sell 100.00% 21,515 0.10
☰ 6684 - Hewlett-Packard Co. Sell 100.00% 35,117 0.09
Q3 2012
☰ PEP - PepsiCo Inc. Reduce 0.17% 209 0.00
☰ XOM - Exxon Mobil Corp. Reduce 0.21% 110 0.00
☰ TMO - Thermo Fisher Scientific Reduce 0.54% 1,074 0.01
☰ IBM - International Business Machines Corp. Reduce 0.61% 100 0.00
☰ APA - APA Corp. Reduce 1.58% 220 0.00
☰ TWX - Time Warner Inc Reduce 1.58% 866 0.00
☰ TDW - Tidewater Inc. Reduce 2.68% 11,709 0.08
☰ DVN - Devon Energy Corp. Reduce 4.34% 14,823 0.12
☰ COP - ConocoPhillips Reduce 4.89% 16,574 0.13
☰ JPM - JPMorgan Chase & Co. Reduce 5.14% 35,803 0.18
☰ WMT - Walmart Inc. Reduce 5.30% 340 0.00
☰ MET - MetLife Inc. Reduce 5.72% 39,654 0.18
☰ DLCA - Dell Inc Reduce 5.91% 76,275 0.14
☰ VODD - Vodafone Group PLC ADR Reduce 6.32% 49,070 0.20
☰ AAGBP - Alcoa Inc. Reduce 6.36% 86,589 0.11
☰ MS - Morgan Stanley Reduce 6.38% 51,740 0.11
☰ AAPL - Apple Inc. Reduce 6.42% 24 0.00
☰ STJ - St. Jude Medical Inc. Reduce 6.42% 36,161 0.21
☰ CSCO - Cisco Systems Reduce 6.84% 83,082 0.21
☰ AXP - American Express Reduce 6.93% 24,925 0.21
☰ CVS - CVS Health Corp. Reduce 6.93% 25,950 0.18
☰ ZBH - Zimmer Biomet Holdings Reduce 7.31% 25,929 0.24
☰ MSFT - Microsoft Corp. Reduce 7.51% 59,350 0.26
☰ GLW - Corning Inc. Reduce 7.55% 111,511 0.21
☰ CVX - Chevron Corp. Reduce 8.03% 18,466 0.28
☰ WFC - Wells Fargo Reduce 8.49% 74,413 0.36
☰ TEL - TE Connectivity plc Reduce 8.57% 41,486 0.19
☰ MWW - Monster Worldwide Inc. Reduce 9.42% 155,694 0.19
☰ TFC - Truist Financial Corp. Reduce 10.21% 54,822 0.24
☰ HRS - Harris Corp. Reduce 10.84% 48,383 0.29
☰ STT - State Street Corp. Reduce 10.89% 62,005 0.40
☰ TWC - Time Warner Cable Reduce 13.79% 4,772 0.06
☰ ADP - Automatic Data Processing Inc. Reduce 14.36% 2,300 0.02
☰ DUKG - Duke Energy Corporation Reduce 63.07% 27,352 0.09
☰ WU - Western Union Co. Reduce 64.18% 567,630 1.38
☰ VLO - Valero Energy Sell 100.00% 639,535 2.23
☰ SPLS* - Staples Inc. Sell 100.00% 1,055,674 1.99
☰ WAG - Walgreen Co. Sell 100.00% 250,897 1.07
☰ ABT - Abbott Labs Sell 100.00% 12,169 0.11
☰ KFT - Kraft Foods Inc - A Sell 100.00% 15,945 0.09
Q2 2012
☰ XOM - Exxon Mobil Corp. Reduce 0.43% 225 0.00
☰ MMM - 3M Co. Reduce 0.45% 80 0.00
☰ GLW - Corning Inc. Reduce 0.60% 8,933 0.02
☰ IBM - International Business Machines Corp. Reduce 0.62% 102 0.00
☰ CSX - CSX Corp. Reduce 0.63% 305 0.00
☰ ORCL - Oracle Corp. Reduce 0.64% 500 0.00
☰ COF - Capital One Financial Reduce 0.65% 125 0.00
☰ COL - Rockwell Collins Inc. Reduce 0.65% 210 0.00
☰ SWN - Southwestern Energy Company Reduce 0.65% 250 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.71% 975 0.00
☰ TFC - Truist Financial Corp. Reduce 0.71% 3,860 0.02
☰ TDW - Tidewater Inc. Reduce 1.11% 4,916 0.03
☰ SPLS* - Staples Inc. Reduce 1.31% 14,063 0.03
☰ DVN - Devon Energy Corp. Reduce 1.33% 4,603 0.04
☰ VLO - Valero Energy Reduce 1.49% 9,698 0.03
☰ DLCA - Dell Inc Reduce 1.62% 21,217 0.05
☰ AAGBP - Alcoa Inc. Reduce 1.68% 23,279 0.03
☰ MWW - Monster Worldwide Inc. Reduce 1.73% 29,136 0.04
☰ CVX - Chevron Corp. Reduce 2.10% 4,936 0.07
☰ HRS - Harris Corp. Reduce 2.25% 10,279 0.06
☰ STT - State Street Corp. Reduce 2.90% 16,988 0.10
☰ WFC - Wells Fargo Reduce 3.05% 27,543 0.12
☰ KO - Coca Cola Co. Reduce 3.07% 5,163 0.05
☰ COP - ConocoPhillips Reduce 3.20% 11,226 0.11
☰ CVS - CVS Health Corp. Reduce 3.40% 13,197 0.08
☰ AXP - American Express Reduce 4.11% 15,435 0.12
☰ MSFT - Microsoft Corp. Reduce 4.35% 35,983 0.15
☰ ADM - Archer-Daniels-Midland Reduce 5.22% 27,865 0.12
☰ ZBH - Zimmer Biomet Holdings Reduce 9.03% 35,209 0.30
☰ 6684 - Hewlett-Packard Co. Reduce 11.80% 4,700 0.01
☰ KFT - Kraft Foods Inc - A Reduce 19.00% 3,740 0.02
☰ SYY - Sysco Corp. Reduce 21.00% 5,306 0.02
☰ WU - Western Union Co. Reduce 21.79% 246,396 0.57
☰ ABT - Abbott Labs Reduce 23.17% 3,670 0.03
☰ WAG - Walgreen Co. Reduce 55.00% 306,643 1.35
☰ CCL - Carnival Corp. Sell 100.00% 434,984 1.83
☰ EBAY - eBay Inc. Sell 100.00% 378,593 1.83
☰ AEP - American Electric Power Sell 100.00% 21,180 0.11
☰ HON - Honeywell Int'l Inc. Sell 100.00% 6,690 0.05
Q1 2012
☰ MS - Morgan Stanley Reduce 0.46% 3,566 0.01
☰ COL - Rockwell Collins Inc. Reduce 0.74% 240 0.00
☰ CSX - CSX Corp. Reduce 0.75% 365 0.00
☰ TMO - Thermo Fisher Scientific Reduce 0.78% 280 0.00
☰ SLB - Schlumberger Ltd. Reduce 1.05% 175 0.00
☰ ORCL - Oracle Corp. Reduce 1.24% 980 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 1.39% 1,940 0.01
☰ MMM - 3M Co. Reduce 1.81% 325 0.00
☰ IBM - International Business Machines Corp. Reduce 1.95% 328 0.01
☰ 6684 - Hewlett-Packard Co. Reduce 2.33% 950 0.00
☰ TFC - Truist Financial Corp. Reduce 2.56% 14,240 0.05
☰ AAGBP - Alcoa Inc. Reduce 2.71% 38,624 0.05
☰ MWW - Monster Worldwide Inc. Reduce 2.91% 50,394 0.06
☰ CVX - Chevron Corp. Reduce 2.92% 7,065 0.11
☰ STT - State Street Corp. Reduce 2.97% 17,937 0.10
☰ APA - APA Corp. Reduce 3.40% 478 0.01
☰ SPLS* - Staples Inc. Reduce 4.01% 44,694 0.09
☰ TEL - TE Connectivity plc Reduce 4.29% 17,665 0.08
☰ STJ - St. Jude Medical Inc. Reduce 4.58% 25,030 0.12
☰ JPM - JPMorgan Chase & Co. Reduce 4.60% 32,806 0.16
☰ KO - Coca Cola Co. Reduce 4.73% 8,361 0.08
☰ WAG - Walgreen Co. Reduce 4.74% 27,746 0.13
☰ T - AT&T Inc. Reduce 5.45% 425 0.00
☰ CVS - CVS Health Corp. Reduce 5.51% 22,601 0.13
☰ WU - Western Union Co. Reduce 5.59% 66,969 0.18
☰ COP - ConocoPhillips Reduce 5.97% 22,251 0.23
☰ WFC - Wells Fargo Reduce 6.14% 59,102 0.23
☰ CCL - Carnival Corp. Reduce 6.25% 29,021 0.14
☰ VLO - Valero Energy Reduce 6.30% 43,674 0.13
☰ CSCO - Cisco Systems Reduce 6.34% 81,532 0.21
☰ ZBH - Zimmer Biomet Holdings Reduce 6.81% 28,507 0.22
☰ HRS - Harris Corp. Reduce 6.98% 34,238 0.18
☰ WMT - Walmart Inc. Reduce 7.24% 500 0.00
☰ AXP - American Express Reduce 7.32% 29,636 0.20
☰ ADM - Archer-Daniels-Midland Reduce 7.48% 43,099 0.18
☰ MSFT - Microsoft Corp. Reduce 7.63% 68,308 0.25
☰ XOM - Exxon Mobil Corp. Reduce 8.64% 4,975 0.06
☰ DLCA - Dell Inc Reduce 10.11% 147,668 0.31
☰ IRYS - Itracker System, Inc. Reduce 12.00% 15,000 0.00
☰ EBAY - eBay Inc. Reduce 55.69% 475,857 2.07
☰ ABT - Abbott Labs Reduce 67.35% 32,675 0.26
☰ ADI - Analog Devices Sell 100.00% 574,991 2.95
☰ BNY - Bank of New York Mellon Corp. Sell 100.00% 166,374 0.48
☰ WD5 - Wyndham Worldwide Corp Sell 100.00% 50,722 0.28
☰ SO - Southern Co. Sell 100.00% 15,645 0.10
☰ BAC - Bank of America Corp. Sell 100.00% 85,450 0.07
Q4 2011
☰ WMT - Walmart Inc. Reduce 0.01% 1 0.00
☰ IBM - International Business Machines Corp. Reduce 0.04% 6 0.00
☰ UTX - United Tech. Corp. Reduce 0.27% 70 0.00
☰ COL - Rockwell Collins Inc. Reduce 0.28% 90 0.00
☰ CMCSK - Comcast Corp. - Special Class Reduce 0.78% 1,100 0.00
☰ MWW - Monster Worldwide Inc. Reduce 0.78% 13,595 0.01
☰ WD5 - Wyndham Worldwide Corp Reduce 2.09% 1,085 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 2.21% 4,465 0.02
☰ 6684 - Hewlett-Packard Co. Reduce 2.25% 940 0.00
☰ VODD - Vodafone Group PLC ADR Reduce 2.44% 11,570 0.04
☰ CVS - CVS Health Corp. Reduce 3.22% 13,660 0.07
☰ JPM - JPMorgan Chase & Co. Reduce 3.62% 26,809 0.12
☰ TEL - TE Connectivity plc Reduce 3.98% 17,067 0.07
☰ PG - Procter & Gamble Reduce 4.14% 11,217 0.11
☰ MS - Morgan Stanley Reduce 4.17% 34,068 0.07
☰ TFC - Truist Financial Corp. Reduce 4.23% 24,535 0.08
☰ GLW - Corning Inc. Reduce 4.24% 60,850 0.11
☰ SPLS* - Staples Inc. Reduce 4.27% 49,694 0.10
☰ DVN - Devon Energy Corp. Reduce 4.41% 15,675 0.13
☰ WAG - Walgreen Co. Reduce 4.63% 28,400 0.14
☰ TDW - Tidewater Inc. Reduce 4.73% 21,570 0.14
☰ VLO - Valero Energy Reduce 4.73% 34,413 0.09
☰ AXP - American Express Reduce 4.83% 20,527 0.14
☰ MET - MetLife Inc. Reduce 5.01% 35,558 0.15
☰ CCL - Carnival Corp. Reduce 5.36% 26,273 0.12
☰ MSFT - Microsoft Corp. Reduce 5.40% 51,058 0.19
☰ KO - Coca Cola Co. Reduce 5.57% 10,410 0.10
☰ HRS - Harris Corp. Reduce 5.64% 29,305 0.15
☰ WFC - Wells Fargo Reduce 5.93% 60,645 0.22
☰ EBAY - eBay Inc. Reduce 6.02% 54,780 0.24
☰ STT - State Street Corp. Reduce 6.04% 38,850 0.19
☰ WU - Western Union Co. Reduce 6.35% 81,240 0.19
☰ CVX - Chevron Corp. Reduce 6.37% 16,455 0.23
☰ ADI - Analog Devices Reduce 6.49% 39,900 0.19
☰ ADM - Archer-Daniels-Midland Reduce 7.10% 44,085 0.16
☰ DLCA - Dell Inc Reduce 7.25% 114,115 0.24
☰ CSCO - Cisco Systems Reduce 7.33% 101,699 0.23
☰ COP - ConocoPhillips Reduce 7.49% 30,180 0.28
☰ AAGBP - Alcoa Inc. Reduce 8.42% 130,935 0.19
☰ BAC - Bank of America Corp. Reduce 41.39% 60,349 0.05
☰ BNY - Bank of New York Mellon Corp. Reduce 48.47% 156,525 0.44
☰ EXPE - Expedia Group Inc. Sell 100.00% 250,283 0.96
Q3 2011
☰ TFC - Truist Financial Corp. Reduce 0.17% 972 0.00
☰ VLO - Valero Energy Reduce 0.42% 3,082 0.01
☰ MWW - Monster Worldwide Inc. Reduce 0.44% 7,642 0.01
☰ 6683 - General Electric Co. Reduce 0.86% 495 0.00
☰ WMT - Walmart Inc. Reduce 1.03% 72 0.00
☰ SPLS* - Staples Inc. Reduce 1.04% 12,287 0.02
☰ AAGBP - Alcoa Inc. Reduce 1.35% 21,279 0.04
☰ STJ - St. Jude Medical Inc. Reduce 1.87% 8,940 0.05
☰ WAG - Walgreen Co. Reduce 1.97% 12,364 0.06
☰ WU - Western Union Co. Reduce 2.00% 26,150 0.06
☰ CCL - Carnival Corp. Reduce 2.03% 10,175 0.04
☰ CSCO - Cisco Systems Reduce 2.13% 30,246 0.06
☰ DVN - Devon Energy Corp. Reduce 2.18% 7,932 0.07
☰ ZBH - Zimmer Biomet Holdings Reduce 2.24% 9,475 0.07
☰ PG - Procter & Gamble Reduce 2.41% 6,697 0.05
☰ T - AT&T Inc. Reduce 2.62% 200 0.00
☰ COP - ConocoPhillips Reduce 3.02% 12,545 0.11
☰ TDW - Tidewater Inc. Reduce 3.06% 14,400 0.09
☰ MSFT - Microsoft Corp. Reduce 3.37% 32,961 0.10
☰ CVX - Chevron Corp. Reduce 3.73% 10,012 0.12
☰ DLCA - Dell Inc Reduce 3.78% 61,812 0.12
☰ AXP - American Express Reduce 4.22% 18,744 0.11
☰ EXPE - Expedia Group Inc. Reduce 4.69% 12,307 0.04
☰ EBAY - eBay Inc. Reduce 6.01% 58,098 0.22
☰ KO - Coca Cola Co. Reduce 11.38% 24,019 0.19
☰ 6684 - Hewlett-Packard Co. Reduce 14.68% 7,175 0.03
☰ CSX - CSX Corp. Reduce 43.24% 37,255 0.11
☰ IBM - International Business Machines Corp. Reduce 58.24% 23,482 0.47
☰ BNY - Bank of New York Mellon Corp. Reduce 60.05% 485,376 1.45
☰ BAC - Bank of America Corp. Reduce 90.82% 1,443,132 1.85
☰ CHD - Church & Dwight Sell 100.00% 36,880 0.17
☰ NYCBN - New York Community Bancorp, In Sell 100.00% 27,695 0.05
☰ HON - Honeywell Int'l Inc. Sell 100.00% 3,810 0.03
☰ WPHM - Winston Pharmaceuticals Sell 100.00% 10,115 0.00
Q2 2011
☰ MMM - 3M Co. Reduce 0.28% 50 0.00
☰ TEL - TE Connectivity plc Reduce 0.48% 2,071 0.01
☰ EBAY - eBay Inc. Reduce 1.16% 11,371 0.04
☰ ADI - Analog Devices Reduce 1.48% 9,044 0.04
☰ XOM - Exxon Mobil Corp. Reduce 2.29% 1,325 0.01
☰ ZBH - Zimmer Biomet Holdings Reduce 2.86% 12,440 0.09
☰ WMT - Walmart Inc. Reduce 3.83% 278 0.00
☰ EXPE - Expedia Group Inc. Reduce 4.24% 11,625 0.03
☰ AXP - American Express Reduce 5.84% 27,523 0.15
☰ WAG - Walgreen Co. Reduce 6.01% 40,006 0.19
☰ T - AT&T Inc. Reduce 6.11% 498 0.00
☰ KO - Coca Cola Co. Reduce 11.39% 27,118 0.21
☰ BMY - Bristol-Myers Squibb Sell 100.00% 707,980 2.19
☰ COV - Covidien Plc Sell 100.00% 200,108 1.22
☰ CNU - Continuecare Corp. Sell 100.00% 100,000 0.06
☰ AFL - AFLAC Inc. Sell 100.00% 3,895 0.02
Q1 2011
☰ TWX - Time Warner Inc Reduce 0.20% 106 0.00
☰ ADM - Archer-Daniels-Midland Reduce 0.38% 1,921 0.01
☰ MMM - 3M Co. Reduce 0.55% 100 0.00
☰ IBM - International Business Machines Corp. Reduce 0.56% 222 0.00
☰ CCL - Carnival Corp. Reduce 1.13% 5,550 0.03
☰ ORCL - Oracle Corp. Reduce 1.21% 975 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 1.37% 8,977 0.05
☰ BMY - Bristol-Myers Squibb Reduce 1.40% 10,083 0.03
☰ TDW - Tidewater Inc. Reduce 1.44% 6,683 0.05
☰ KO - Coca Cola Co. Reduce 1.49% 3,605 0.03
☰ AXP - American Express Reduce 1.52% 7,300 0.04
☰ STJ - St. Jude Medical Inc. Reduce 1.55% 7,276 0.04
☰ BNY - Bank of New York Mellon Corp. Reduce 1.58% 12,675 0.05
☰ GLW - Corning Inc. Reduce 2.92% 38,226 0.09
☰ 6683 - General Electric Co. Reduce 3.56% 2,000 0.00
☰ COP - ConocoPhillips Reduce 3.77% 16,264 0.14
☰ WMT - Walmart Inc. Reduce 3.97% 300 0.00
☰ EBAY - eBay Inc. Reduce 4.94% 50,823 0.18
☰ WAG - Walgreen Co. Reduce 5.35% 37,616 0.19
☰ DVN - Devon Energy Corp. Reduce 6.25% 23,643 0.23
☰ ADI - Analog Devices Reduce 6.77% 44,242 0.21
☰ WU - Western Union Co. Reduce 7.17% 99,846 0.23
☰ CVX - Chevron Corp. Reduce 9.81% 28,863 0.33
☰ VLO - Valero Energy Reduce 22.65% 210,660 0.62
☰ GEZ - Genzyme Sell 100.00% 229,521 2.07
☰ 502390Q - ITT Industries Inc. Sell 100.00% 29,490 0.19
☰ JCN - Johnson Controls Inc. Sell 100.00% 39,098 0.19
☰ PX - PraxAir Sell 100.00% 7,400 0.09
☰ HCBK - Hudson City Bancorp Inc Sell 100.00% 21,620 0.03
Q4 2010
☰ DVN - Devon Energy Corp. Reduce 0.02% 87 0.00
☰ 6683 - General Electric Co. Reduce 0.13% 75 0.00
☰ TDW - Tidewater Inc. Reduce 0.15% 683 0.00
☰ BNY - Bank of New York Mellon Corp. Reduce 0.35% 2,834 0.01
☰ COL - Rockwell Collins Inc. Reduce 0.46% 150 0.00
☰ DLCA - Dell Inc Reduce 0.47% 7,654 0.01
☰ UTX - United Tech. Corp. Reduce 1.14% 300 0.00
☰ WU - Western Union Co. Reduce 1.30% 18,308 0.05
☰ WAG - Walgreen Co. Reduce 1.53% 10,941 0.05
☰ CVX - Chevron Corp. Reduce 1.64% 4,905 0.06
☰ KO - Coca Cola Co. Reduce 2.08% 5,133 0.04
☰ VLO - Valero Energy Reduce 2.97% 28,513 0.07
☰ CCL - Carnival Corp. Reduce 3.20% 16,194 0.09
☰ COP - ConocoPhillips Reduce 3.24% 14,450 0.12
☰ ADI - Analog Devices Reduce 4.74% 32,482 0.15
☰ EBAY - eBay Inc. Reduce 5.96% 65,301 0.23
☰ ORCL - Oracle Corp. Reduce 8.64% 7,595 0.03
☰ GEZ - Genzyme Reduce 11.98% 31,249 0.32
☰ CSX - CSX Corp. Reduce 13.46% 4,500 0.04
☰ MWW - Monster Worldwide Inc. Reduce 23.18% 358,248 0.67
☰ PX - PraxAir Reduce 37.82% 4,500 0.06
☰ JCN - Johnson Controls Inc. Reduce 90.79% 385,372 1.71
☰ NVS - Novartis AG Sell 100.00% 330,958 1.28
☰ MDT - Medtronic plc Sell 100.00% 130,529 0.64
☰ AMGN - Amgen Sell 100.00% 20,425 0.16
☰ PHM - PulteGroup Inc. Sell 100.00% 32,550 0.04
Q3 2010
☰ TWX - Time Warner Inc Reduce 0.02% 11 0.00
☰ KO - Coca Cola Co. Reduce 6.14% 16,152 0.10
☰ TDW - Tidewater Inc. Reduce 8.41% 42,580 0.21
☰ GLW - Corning Inc. Reduce 12.07% 179,483 0.37
☰ PG - Procter & Gamble Reduce 14.67% 35,073 0.27
☰ JCN - Johnson Controls Inc. Reduce 14.78% 73,623 0.26
☰ GEZ - Genzyme Reduce 18.49% 59,153 0.39
☰ EBAY - eBay Inc. Reduce 18.61% 250,386 0.63
☰ STT - State Street Corp. Reduce 18.86% 129,535 0.57
☰ JPM - JPMorgan Chase & Co. Reduce 19.26% 153,814 0.73
☰ BAC - Bank of America Corp. Reduce 19.30% 347,378 0.64
☰ CSCO - Cisco Systems Reduce 19.69% 264,361 0.73
☰ MSFT - Microsoft Corp. Reduce 20.29% 221,603 0.66
☰ WAG - Walgreen Co. Reduce 20.32% 182,258 0.63
☰ MS - Morgan Stanley Reduce 21.07% 190,675 0.57
☰ SPLS* - Staples Inc. Reduce 21.21% 267,250 0.66
☰ CVX - Chevron Corp. Reduce 21.35% 81,214 0.71
☰ MWW - Monster Worldwide Inc. Reduce 21.41% 421,032 0.63
☰ DVN - Devon Energy Corp. Reduce 21.80% 105,392 0.83
☰ DLCA - Dell Inc Reduce 22.54% 471,360 0.73
☰ ADI - Analog Devices Reduce 22.57% 199,911 0.72
☰ BNY - Bank of New York Mellon Corp. Reduce 22.73% 237,109 0.76
☰ WU - Western Union Co. Reduce 22.83% 417,244 0.80
☰ COP - ConocoPhillips Reduce 23.29% 135,354 0.86
☰ AAGBP - Alcoa Inc. Reduce 23.72% 460,556 0.60
☰ VLO - Valero Energy Reduce 24.43% 309,875 0.72
☰ CCL - Carnival Corp. Reduce 24.52% 164,440 0.64
☰ AXP - American Express Reduce 24.69% 148,543 0.76
☰ NVS - Novartis AG Reduce 24.75% 108,834 0.36
☰ BMY - Bristol-Myers Squibb Reduce 32.89% 348,032 1.12
☰ MDT - Medtronic plc Reduce 55.77% 164,555 0.77
☰ TYC - Tyco International LTD Sell 100.00% 816,504 3.72
☰ AGU - Agrium Inc Sell 100.00% 11,590 0.07
☰ PFE - Pfizer Inc. Sell 100.00% 32,626 0.06
Q2 2010
☰ DLCA - Dell Inc Reduce 0.55% 11,460 0.02
☰ WU - Western Union Co. Reduce 0.62% 11,335 0.02
☰ BNY - Bank of New York Mellon Corp. Reduce 0.90% 9,483 0.03
☰ 6683 - General Electric Co. Reduce 1.14% 650 0.00
☰ MWW - Monster Worldwide Inc. Reduce 1.42% 28,230 0.05
☰ MSFT - Microsoft Corp. Reduce 1.53% 16,976 0.06
☰ COP - ConocoPhillips Reduce 1.54% 9,080 0.05
☰ ADI - Analog Devices Reduce 1.69% 15,222 0.05
☰ BMY - Bristol-Myers Squibb Reduce 2.17% 23,520 0.07
☰ JCN - Johnson Controls Inc. Reduce 2.72% 13,910 0.05
☰ CCL - Carnival Corp. Reduce 3.59% 24,946 0.11
☰ TYC - Tyco International LTD Reduce 4.12% 35,068 0.15
☰ NVS - Novartis AG Reduce 63.78% 774,325 2.21
☰ WMT - Walmart Inc. Reduce 97.75% 328,024 2.08
☰ DB5 - Dun & Bradstreet Corp. Sell 100.00% 117,700 1.00
☰ YHOO - Yahoo! Sell 100.00% 327,723 0.62
☰ AFL - AFLAC Inc. Sell 100.00% 3,895 0.02
☰ FPFCQ - First Place Financial Corp. Sell 100.00% 22,401 0.01
Q1 2010
☰ XOM - Exxon Mobil Corp. Reduce 0.76% 198 0.00
☰ JNJ - Johnson & Johnson Reduce 1.30% 100 0.00
☰ BAC - Bank of America Corp. Reduce 1.46% 24,596 0.04
☰ ZBH - Zimmer Biomet Holdings Reduce 1.74% 2,900 0.02
☰ MDT - Medtronic plc Reduce 2.40% 6,130 0.03
☰ 6683 - General Electric Co. Reduce 2.66% 1,550 0.00
☰ CNU - Continuecare Corp. Reduce 2.91% 3,000 0.00
☰ GLW - Corning Inc. Reduce 3.49% 51,345 0.11
☰ MS - Morgan Stanley Reduce 3.54% 32,856 0.11
☰ DLCA - Dell Inc Reduce 3.71% 80,906 0.13
☰ AXP - American Express Reduce 4.75% 28,725 0.13
☰ ADI - Analog Devices Reduce 5.03% 47,733 0.16
☰ CVX - Chevron Corp. Reduce 5.09% 20,335 0.17
☰ COP - ConocoPhillips Reduce 5.40% 33,660 0.19
☰ VLO - Valero Energy Reduce 5.50% 73,790 0.13
☰ MWW - Monster Worldwide Inc. Reduce 5.76% 121,900 0.23
☰ JPM - JPMorgan Chase & Co. Reduce 6.12% 48,825 0.22
☰ MSFT - Microsoft Corp. Reduce 6.72% 79,850 0.26
☰ DVN - Devon Energy Corp. Reduce 6.73% 34,759 0.28
☰ AAGBP - Alcoa Inc. Reduce 6.80% 141,546 0.25
☰ BMY - Bristol-Myers Squibb Reduce 7.37% 86,095 0.24
☰ EBAY - eBay Inc. Reduce 7.45% 102,554 0.26
☰ DB5 - Dun & Bradstreet Corp. Reduce 7.97% 10,200 0.09
☰ NVS - Novartis AG Reduce 9.21% 123,118 0.31
☰ WMT - Walmart Inc. Reduce 9.25% 34,225 0.20
☰ BNY - Bank of New York Mellon Corp. Reduce 9.50% 110,490 0.33
☰ SPLS* - Staples Inc. Reduce 9.61% 133,751 0.36
☰ TYC - Tyco International LTD Reduce 9.77% 92,248 0.36
☰ CCL - Carnival Corp. Reduce 10.65% 82,860 0.28
☰ CSCO - Cisco Systems Reduce 11.42% 164,461 0.43
☰ MRK - Merck & Co. Reduce 11.54% 1,500 0.01
☰ GEZ - Genzyme Reduce 11.97% 32,525 0.17
☰ JCN - Johnson Controls Inc. Reduce 48.18% 476,092 1.40
☰ YHOO - Yahoo! Reduce 70.00% 764,769 1.39
☰ DIS - Walt Disney Co. Sell 100.00% 940,257 3.28
☰ DE - Deere & Co. Sell 100.00% 135,983 0.80
☰ OMC - Omnicom Group Sell 100.00% 95,254 0.40
Q4 2009
☰ XOM - Exxon Mobil Corp. Reduce 0.10% 25 0.00
☰ EBAY - eBay Inc. Reduce 0.13% 1,760 0.00
☰ AXP - American Express Reduce 0.19% 1,150 0.00
☰ CCL - Carnival Corp. Reduce 0.19% 1,490 0.01
☰ MS - Morgan Stanley Reduce 0.24% 2,258 0.01
☰ DE - Deere & Co. Reduce 0.54% 735 0.00
☰ MWW - Monster Worldwide Inc. Reduce 0.65% 13,933 0.03
☰ OMC - Omnicom Group Reduce 0.68% 655 0.00
☰ CSCO - Cisco Systems Reduce 1.39% 20,250 0.05
☰ CVX - Chevron Corp. Reduce 1.41% 5,724 0.05
☰ WAG - Walgreen Co. Reduce 2.18% 19,160 0.08
☰ JCN - Johnson Controls Inc. Reduce 2.82% 28,686 0.08
☰ YHOO - Yahoo! Reduce 3.37% 38,131 0.08
☰ TYC - Tyco International LTD Reduce 6.14% 61,757 0.24
☰ DIS - Walt Disney Co. Reduce 6.78% 68,435 0.21
☰ MSFT - Microsoft Corp. Reduce 7.53% 96,808 0.28
☰ NVS - Novartis AG Reduce 8.92% 131,018 0.31
☰ INTC - Intel Corp. Sell 100.00% 620,762 1.38
☰ CMCSK - Comcast Corp. - Special Class Sell 100.00% 551,035 1.00
☰ MRKC - Merck & Co., Inc. Sell 100.00% 13,002 0.05
☰ CBZ - CBIZ Inc Sell 100.00% 50,676 0.04
☰ WYE - Wyeth Sell 100.00% 7,000 0.04
Q3 2009
☰ BMY - Bristol-Myers Squibb Reduce 0.01% 130 0.00
☰ DIS - Walt Disney Co. Reduce 0.05% 483 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.22% 1,761 0.01
☰ DVN - Devon Energy Corp. Reduce 0.39% 2,036 0.01
☰ BAC - Bank of America Corp. Reduce 0.42% 7,131 0.01
☰ WU - Western Union Co. Reduce 0.61% 9,940 0.02
☰ JNJ - Johnson & Johnson Reduce 0.65% 50 0.00
☰ CVX - Chevron Corp. Reduce 0.83% 3,388 0.03
☰ KO - Coca Cola Co. Reduce 0.95% 1,508 0.01
☰ DLCA - Dell Inc Reduce 1.01% 22,311 0.04
☰ 6683 - General Electric Co. Reduce 1.12% 660 0.00
☰ MSFT - Microsoft Corp. Reduce 1.46% 19,069 0.06
☰ EBAY - eBay Inc. Reduce 1.59% 22,316 0.05
☰ CCL - Carnival Corp. Reduce 1.77% 14,086 0.05
☰ MWW - Monster Worldwide Inc. Reduce 1.90% 41,227 0.07
☰ TYC - Tyco International LTD Reduce 2.05% 21,080 0.07
☰ ADI - Analog Devices Reduce 2.89% 27,822 0.09
☰ CSCO - Cisco Systems Reduce 3.13% 47,254 0.12
☰ NVS - Novartis AG Reduce 4.27% 65,492 0.15
☰ JCN - Johnson Controls Inc. Reduce 6.64% 72,277 0.21
☰ OMC - Omnicom Group Reduce 12.31% 13,467 0.06
☰ CMCSK - Comcast Corp. - Special Class Reduce 33.17% 273,462 0.52
☰ INTC - Intel Corp. Reduce 53.11% 703,167 1.56
Q2 2009
☰ DVN - Devon Energy Corp. Reduce 0.20% 1,043 0.01
☰ MWW - Monster Worldwide Inc. Reduce 0.27% 5,867 0.01
☰ WU - Western Union Co. Reduce 0.47% 7,605 0.01
☰ CCL - Carnival Corp. Reduce 0.82% 6,561 0.02
☰ CVX - Chevron Corp. Reduce 1.01% 4,158 0.04
☰ XOM - Exxon Mobil Corp. Reduce 1.15% 304 0.00
☰ INTC - Intel Corp. Reduce 1.57% 21,095 0.05
☰ WAG - Walgreen Co. Reduce 1.83% 16,330 0.07
☰ CSCO - Cisco Systems Reduce 2.07% 31,805 0.08
☰ JNJ - Johnson & Johnson Reduce 2.22% 176 0.00
☰ TYC - Tyco International LTD Reduce 3.18% 33,756 0.10
☰ NVS - Novartis AG Reduce 4.01% 63,990 0.17
☰ MSFT - Microsoft Corp. Reduce 7.67% 108,399 0.31
☰ JCN - Johnson Controls Inc. Reduce 8.42% 100,187 0.19
☰ 6683 - General Electric Co. Reduce 20.00% 14,758 0.02
☰ OMC - Omnicom Group Reduce 33.47% 55,026 0.20
☰ CMCSK - Comcast Corp. - Special Cl Reduce 53.97% 966,760 1.95
☰ WYE - Wyeth Reduce 93.03% 93,473 0.63
☰ COV - Covidien Ltd Sell 100.00% 518,688 2.71
☰ TEL - TE Connectivity plc Sell 100.00% 718,116 1.24
☰ HBAN - Huntington Bancshares Sell 100.00% 53,534 0.01
☰ RURL - Rural Metro Corp. Sell 100.00% 13,000 0.00
Q1 2009
☰ DLCA - Dell Inc Reduce 0.07% 1,475 0.00
☰ VLO - Valero Energy Reduce 0.22% 2,505 0.01
☰ COV - Covidien Ltd Reduce 2.83% 15,123 0.07
☰ CMCSK - Comcast Corp. - Special Class Reduce 3.87% 72,091 0.15
☰ YHOO - Yahoo! Reduce 3.97% 45,993 0.07
☰ CCL - Carnival Corp. Reduce 4.33% 36,208 0.12
☰ XOM - Exxon Mobil Corp. Reduce 5.97% 1,671 0.02
☰ MRKC - Merck & Co., Inc. Reduce 6.47% 900 0.00
☰ INTC - Intel Corp. Reduce 6.65% 95,890 0.18
☰ BNY - Bank of New York Mellon Corp. Reduce 6.73% 51,685 0.19
☰ WAG - Walgreen Co. Reduce 8.49% 82,670 0.27
☰ SPLS* - Staples Inc. Reduce 8.55% 123,995 0.29
☰ MSFT - Microsoft Corp. Reduce 9.11% 141,654 0.36
☰ NVS - Novartis AG Reduce 9.45% 166,670 0.27
☰ WMT - Walmart Inc. Reduce 11.15% 43,145 0.32
☰ CVX - Chevron Corp. Reduce 11.42% 53,187 0.52
☰ CSCO - Cisco Systems Reduce 12.69% 223,830 0.48
☰ MS - Morgan Stanley Reduce 12.88% 134,582 0.28
☰ AXP - American Express Reduce 13.04% 75,500 0.18
☰ ADI - Analog Devices Reduce 17.24% 199,830 0.50
☰ OMC - Omnicom Group Reduce 38.50% 102,938 0.36
☰ WYE - Wyeth Reduce 87.19% 683,949 3.36
☰ 6683 - General Electric Co. Reduce 94.52% 1,273,254 2.70
☰ TWX - Time Warner Inc Sell 100.00% 2,717,326 3.58
☰ TYCN - Tyco International LTD. Sell 100.00% 1,063,144 3.01
☰ PFE - Pfizer Inc. Sell 100.00% 593,043 1.38
☰ ROK - Rockwell Automation Inc. Sell 100.00% 245,480 1.04
☰ C - Citigroup Inc. Sell 100.00% 1,158,475 1.02
☰ MER - Merrill Lynch & Co. Sell 100.00% 518,958 0.79
☰ HUB - Chubb Corp. Sell 100.00% 4,128 0.03
☰ T - AT&T Inc. Sell 100.00% 7,196 0.03
☰ MIIS - MicroIslet, Inc. Sell 100.00% 44,500 0.00
Q4 2008
☰ PFE - Pfizer Inc. Reduce 5.26% 32,939 0.11
☰ BMY - Bristol-Myers Squibb Reduce 7.32% 56,281 0.21
☰ WYE - Wyeth Reduce 8.36% 71,529 0.47
☰ JPM - JPMorgan Chase & Co. Reduce 8.56% 55,844 0.47
☰ CVX - Chevron Corp. Reduce 10.59% 55,149 0.82
☰ XOM - Exxon Mobil Corp. Reduce 12.09% 3,851 0.05
☰ COV - Covidien Ltd Reduce 16.35% 104,318 1.01
☰ OMC - Omnicom Group Reduce 17.83% 58,005 0.40
☰ JNJ - Johnson & Johnson Reduce 18.25% 1,739 0.02
☰ MER - Merrill Lynch & Co. Reduce 34.07% 268,227 1.22
☰ WMT - Walmart Inc. Reduce 35.82% 215,933 2.32
☰ MMM - 3M Co. Sell 100.00% 527,664 6.48
☰ WFC - Wells Fargo Sell 100.00% 7,473 0.05
Q3 2008
☰ COP - ConocoPhillips Reduce 0.67% 3,917 0.04
☰ MER - Merrill Lynch & Co. Reduce 0.76% 6,031 0.02
☰ TEL - TE Connectivity plc Reduce 1.22% 6,589 0.02
☰ TYCN - Tyco International LTD. Reduce 1.58% 15,749 0.07
☰ MMM - 3M Co. Reduce 1.64% 8,780 0.06
☰ MS - Morgan Stanley Reduce 1.66% 15,432 0.06
☰ WYE - Wyeth Reduce 2.19% 19,126 0.10
☰ JNJ - Johnson & Johnson Reduce 2.56% 250 0.00
☰ CVX - Chevron Corp. Reduce 4.16% 22,627 0.24
☰ JPM - JPMorgan Chase & Co. Reduce 24.98% 217,146 0.79
☰ COV - Covidien Ltd Reduce 37.58% 384,160 1.95
☰ DLCA - Dell Inc Sell 100.00% 2,084,858 4.84
☰ WU - Western Union Co. Sell 100.00% 1,724,698 4.52
☰ CMCSK - Comcast Corp. - Special Class Sell 100.00% 2,067,407 4.11
☰ NVS - Novartis AG Sell 100.00% 1,822,976 4.10
☰ CSCO - Cisco Systems Sell 100.00% 1,649,036 4.07
☰ 6683 - General Electric Co. Sell 100.00% 1,435,442 4.06
☰ ADI - Analog Devices Sell 100.00% 1,170,593 3.94
☰ SPLS* - Staples, Inc. Sell 100.00% 1,520,307 3.83
☰ INTC - Intel Corp. Sell 100.00% 1,518,273 3.46
☰ BAC - Bank of America Corp. Sell 100.00% 1,030,808 2.61
☰ AAIG - American International Group I Sell 100.00% 917,047 2.57
☰ NLOK - Symantec Corp. Sell 100.00% 1,247,475 2.56
☰ ODP - Office Depot Inc. Sell 100.00% 1,445,033 1.68
☰ AMGN - Amgen Sell 100.00% 275,830 1.38
☰ BP - BP plc Sell 100.00% 3,552 0.03
☰ RDS.A - Royal Dutch Shell PLC ADR - A Sell 100.00% 3,375 0.03
☰ VZ - Verizon Communications Sell 100.00% 6,713 0.03
Q2 2008
☰ BAC - Bank of America Corp. Reduce 0.19% 1,998 0.01
☰ MMM - 3M Co. Reduce 0.23% 1,210 0.00
☰ MS - Morgan Stanley Reduce 0.29% 2,734 0.00
☰ XOM - Exxon Mobil Corp. Reduce 0.31% 100 0.00
☰ KO - Coca Cola Co. Reduce 0.34% 75 0.00
☰ NVS - Novartis AG Reduce 0.40% 7,375 0.02
☰ MER - Merrill Lynch & Co. Reduce 0.75% 5,971 0.01
☰ INTC - Intel Corp. Reduce 1.16% 17,826 0.02
☰ SPLS* - Staples, Inc. Reduce 1.24% 19,085 0.03
☰ DLCA - Dell Inc Reduce 1.84% 39,080 0.02
☰ TYCN - Tyco International LTD. Reduce 2.63% 26,955 0.07
☰ ADI - Analog Devices Reduce 3.46% 41,930 0.11
☰ TEL - TE Connectivity plc Reduce 3.52% 19,740 0.17
☰ CMCSK - Comcast Corp. - Special Class Reduce 4.05% 87,207 0.02
☰ JPM - JPMorgan Chase & Co. Reduce 5.17% 47,409 0.26
☰ COP - ConocoPhillips Reduce 5.21% 32,140 0.19
☰ CVX - Chevron Corp. Reduce 5.73% 33,034 0.28
☰ DVN - Devon Energy Corp. Reduce 7.35% 35,952 0.04
☰ COV - Covidien Ltd Reduce 9.90% 112,303 0.01
☰ JNJ - Johnson & Johnson Reduce 11.73% 1,300 0.04
☰ WYE - Wyeth Reduce 14.43% 147,569 0.21
☰ NLOK - Symantec Corp. Reduce 18.28% 279,015 0.52
☰ BP - BP plc Reduce 21.83% 992 0.03
☰ WU - Western Union Co. Reduce 25.25% 582,716 1.22
☰ MWW - Monster Worldwide Inc. C Sell 100.00% 788,020 4.83
☰ PFE - Pfizer Inc. Sell 100.00% 1,795,393 4.03
☰ DFS - Discover Financial Services C Sell 100.00% 450,717 3.93
☰ MSFT - Microsoft Corp. Sell 100.00% 1,615,300 3.11
☰ GAP - Gap Inc. C Sell 100.00% 783,679 2.89
☰ C - Citigroup Inc. Sell 100.00% 1,073,038 1.59
☰ TWX - Time Warner Inc C Sell 100.00% 2,935,548 0.62
☰ ROST - Ross Stores Inc. Sell 100.00% 26,130 0.42
☰ TSM - Taiwan Semiconductor S.A. Sell 100.00% 1,023,065 0.27
☰ WMT - Walmart Inc. Sell 100.00% 958,728 0.27
☰ FPFCQ - First Place Financial Corp. C Sell 100.00% 22,401 0.15
☰ FTU - Wachovia Corp. C Sell 100.00% 8,980 0.13
☰ CVS - CVS Health Corp. Sell 100.00% 5,550 0.12
☰ T - AT&T Inc. Sell 100.00% 6,092 0.12
☰ WFC - Wells Fargo Sell 100.00% 7,795 0.12
Q4 2007
☰ CVX - Chevron Corp. Sell 100.00% 630,578 3.90
☰ WU - Western Union Co. Sell 100.00% 2,794,593 3.87
☰ COP - ConocoPhillips Sell 100.00% 664,442 3.85
☰ WMT - Walmart Inc. Sell 100.00% 1,321,689 3.81
☰ AAIG - American International Group I Sell 100.00% 849,461 3.80
☰ MSFT - Microsoft Corp. Sell 100.00% 1,922,244 3.74
☰ 6683 - General Electric Co. Sell 100.00% 1,363,053 3.73
☰ COV - Covidien Ltd Sell 100.00% 1,352,470 3.71
☰ BAC - Bank of America Corp. Sell 100.00% 1,103,924 3.67
☰ C - Citigroup Inc. Sell 100.00% 1,177,240 3.63
☰ TWX - Time Warner Inc Sell 100.00% 2,979,906 3.62
☰ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 1,179,434 3.47
☰ INTC - Intel Corp. Sell 100.00% 2,004,298 3.43
☰ MS - Morgan Stanley Sell 100.00% 822,120 3.42
☰ CMCSK - Comcast Corp. - Special Class Sell 100.00% 2,103,720 3.33
☰ PFE - Pfizer Inc. Sell 100.00% 2,005,467 3.24
☰ TYCN - Tyco International LTD. Sell 100.00% 1,104,085 3.24
☰ MER - Merrill Lynch & Co. Sell 100.00% 680,295 3.20
☰ MMM - 3M Co. Sell 100.00% 511,698 3.16
☰ WYE - Wyeth Sell 100.00% 1,072,488 3.16
☰ GAP - Gap Inc. Sell 100.00% 2,578,830 3.14
☰ JPM - JPMorgan Chase & Co. Sell 100.00% 1,012,813 3.07
☰ DVN - Devon Energy Corp. Sell 100.00% 556,805 3.06
☰ CSCO - Cisco Systems Sell 100.00% 1,381,950 3.03
☰ JNJ - Johnson & Johnson Sell 100.00% 662,013 2.87
☰ SPLS* - Staples, Inc. Sell 100.00% 1,417,719 2.01
☰ NLOK - Symantec Corp. Sell 100.00% 1,417,117 1.82
☰ NVS - Novartis AG Sell 100.00% 980,169 1.77
☰ ODP - Office Depot Inc. Sell 100.00% 1,152,130 1.57
☰ ADI - Analog Devices Sell 100.00% 620,725 1.48
☰ DLCA - Dell Inc Sell 100.00% 774,652 1.41
☰ TEL - TE Connectivity plc Sell 100.00% 534,281 1.25
☰ DFS - Discover Financial Services Sell 100.00% 721,463 0.99
☰ HRB - H&R Block Inc. Sell 100.00% 669,040 0.94
☰ XOM - Exxon Mobil Corp. Sell 100.00% 32,193 0.20
☰ KO - Coca Cola Co. Sell 100.00% 24,051 0.09
☰ MRKC - Merck & Co., Inc. Sell 100.00% 14,002 0.05
☰ FPFCQ - First Place Financial Corp. Sell 100.00% 24,749 0.03
☰ FTU - Wachovia Corp. Sell 100.00% 8,930 0.03
☰ VZ - Verizon Communications Sell 100.00% 8,697 0.03
☰ BA - Boeing Co. Sell 100.00% 2,278 0.02
☰ BP - BP plc Sell 100.00% 4,544 0.02
☰ CVS - CVS Health Corp. Sell 100.00% 7,084 0.02
☰ HUB - Chubb Corp. Sell 100.00% 4,428 0.02
☰ RDS.A - Royal Dutch Shell PLC ADR - A Sell 100.00% 3,525 0.02
☰ ROST - Ross Stores Inc. Sell 100.00% 9,465 0.02
☰ T - AT&T Inc. Sell 100.00% 6,913 0.02
☰ BDX - Becton Dickinson Sell 100.00% 2,500 0.01
☰ CMCSA - Comcast Corp. Sell 100.00% 8,468 0.01
☰ HBAN - Huntington Bancshares Sell 100.00% 12,360 0.01
☰ WFC - Wells Fargo Sell 100.00% 6,304 0.01
☰ MIIS - MicroIslet, Inc. Sell 100.00% 44,500 0.00
☰ CPNLQ - Calpine Corporation Sell 100.00% 10,000 0.00
☰ EESV - Enviornmental Energy Service Sell 100.00% 10,000 0.00
Q3 2007
☰ FTU - Wachovia Corp. Reduce 1.11% 100 0.00
☰ COP - ConocoPhillips Reduce 1.30% 8,741 0.04
☰ GAP - Gap Inc. Reduce 1.34% 34,927 0.04
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 2.08% 75 0.00
☰ KO - Coca Cola Co. Reduce 3.66% 915 0.00
☰ JNJ - Johnson & Johnson Reduce 4.37% 30,266 0.12
☰ VZ - Verizon Communications Reduce 5.13% 470 0.00
☰ CVX - Chevron Corp. Reduce 5.83% 39,035 0.21
☰ INTC - Intel Corp. Reduce 7.59% 164,661 0.25
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 11.79% 157,605 0.42
☰ MRKC - Merck & Co., Inc. Reduce 13.46% 2,177 0.01
☰ MMM - 3M Co. Reduce 15.23% 91,926 0.51
☰ 6683 - General Electric Co. Reduce 15.75% 254,892 0.63
☰ T - AT&T Inc. Reduce 21.02% 1,840 0.00
☰ CSCO - Cisco Systems Reduce 30.79% 614,659 1.10
☰ TYCN - Tyco International LTD. Reduce 42.96% 831,587 1.81
☰ XOM - Exxon Mobil Corp. Reduce 63.58% 56,195 0.31
☰ WFC - Wells Fargo Reduce 79.46% 24,382 0.06
☰ FDCP - First Data Corp. Sell 100.00% 1,832,865 3.86
☰ 3403545Q - Dollar General Sell 100.00% 2,157,161 3.05
☰ BSX - Boston Scientific Sell 100.00% 2,395,407 2.37
☰ PGR - Progressive Corp. Sell 100.00% 1,361,564 2.10
☰ BK - Bank of New York Sell 100.00% 336,325 0.90
☰ 2674129Q - Sky Financial Group Inc. Sell 100.00% 11,361 0.02
☰ AQ - Comcast Corp - CL A Sell 100.00% 7,969 0.01
Q2 2007
☰ MER - Merrill Lynch & Co. Reduce 0.13% 296 0.00
☰ INTC - Intel Corp. Reduce 0.21% 4,546 0.01
☰ CVX - Chevron Corp. Reduce 0.22% 1,465 0.01
☰ MS - Morgan Stanley Reduce 0.46% 2,818 0.02
☰ VZ - Verizon Communications Reduce 0.54% 50 0.00
☰ WYE - Wyeth Reduce 2.51% 23,404 0.08
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 4.00% 150 0.00
☰ XOM - Exxon Mobil Corp. Reduce 10.33% 10,180 0.05
☰ FDCP - First Data Corp. Reduce 14.78% 317,960 0.61
☰ BP - BP plc Reduce 16.53% 900 0.00
☰ 3403545Q - Dollar General Reduce 17.80% 467,134 0.71
☰ BK - Bank of New York Reduce 22.80% 99,323 0.29
☰ MEDI - MedImmune Inc Sell 100.00% 1,786,455 4.66
☰ TYI - Tyco International LTD. Sell 100.00% 1,590,304 3.60
☰ VSH - Vishay Intertechnology Sell 100.00% 2,985,455 2.99
☰ JOE - St. Joe Co. Sell 100.00% 4,150 0.02
Q1 2007
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 0.86% 11,400 0.02
☰ MS - Morgan Stanley Reduce 1.25% 7,851 0.04
☰ TWX - Time Warner Inc Reduce 2.05% 57,587 0.09
☰ JPM - JPMorgan Chase & Co. Reduce 2.09% 18,624 0.06
☰ KO - Coca Cola Co. Reduce 2.63% 675 0.00
☰ VSH - Vishay Intertechnology Reduce 5.18% 162,960 0.15
☰ WFC - Wells Fargo Reduce 7.60% 672 0.00
☰ FTU - Wachovia Corp. Reduce 7.75% 750 0.00
☰ BP - BP plc Reduce 10.58% 644 0.00
☰ MRKC - Merck & Co., Inc. Reduce 12.33% 2,200 0.01
☰ 3403545Q - Dollar General Reduce 14.97% 462,095 0.51
☰ CVS - CVS Health Corp. Reduce 19.19% 1,650 0.00
☰ VZ - Verizon Communications Reduce 29.13% 3,788 0.01
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 29.91% 1,600 0.01
☰ MER - Merrill Lynch & Co. Reduce 30.42% 101,556 0.65
☰ XOM - Exxon Mobil Corp. Reduce 40.52% 67,135 0.36
☰ NVS - Novartis AG Reduce 48.62% 440,130 1.05
☰ 2674129Q - Sky Financial Group Inc. Reduce 56.29% 14,631 0.02
☰ BK - Bank of New York Reduce 61.49% 695,477 1.89
☰ 2987536Q - Symbol Technologies, Inc. Sell 100.00% 3,584,999 3.71
☰ ROST - Ross Stores Inc. Sell 100.00% 1,380,015 2.80
☰ 2307532Q - American Power Conversion Sell 100.00% 1,127,866 2.39
☰ TDW - Tidewater Inc. Sell 100.00% 86,737 0.29
☰ BIM - Biomet Sell 100.00% 15,650 0.04
☰ AB - Alliance Bernstein Holding LP Sell 100.00% 3,000 0.02
☰ AME - Ametek Inc. Sell 100.00% 7,350 0.02
☰ AQ - Comcast Corp - CL A Sell 100.00% 5,345 0.02
☰ BLS - Bellsouth Corp. Sell 100.00% 4,833 0.02
☰ IBM - International Business Machines Corp. Sell 100.00% 2,686 0.02
Q4 2006
☰ WYE - Wyeth Reduce 0.11% 985 0.00
☰ KO - Coca Cola Co. Reduce 0.21% 55 0.00
☰ 6683 - General Electric Co. Reduce 0.89% 13,475 0.04
☰ FPFCQ - First Place Financial Corp. Reduce 1.14% 285 0.00
☰ C - Citigroup Inc. Reduce 1.18% 11,700 0.04
☰ CSCO - Cisco Systems Reduce 1.42% 20,945 0.04
☰ PFE - Pfizer Inc. Reduce 1.47% 26,212 0.05
☰ AAIG - American International Group I Reduce 1.57% 12,150 0.06
☰ TYI - Tyco International LTD. Reduce 1.57% 24,657 0.05
☰ MRKC - Merck & Co., Inc. Reduce 1.65% 300 0.00
☰ BAC - Bank of America Corp. Reduce 1.66% 15,077 0.06
☰ MSFT - Microsoft Corp. Reduce 2.01% 38,344 0.08
☰ JPM - JPMorgan Chase & Co. Reduce 2.37% 21,625 0.07
☰ ROST - Ross Stores Inc. Reduce 2.62% 37,115 0.07
☰ TWX - Time Warner Inc Reduce 2.74% 79,091 0.11
☰ MS - Morgan Stanley Reduce 2.82% 18,203 0.10
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 3.17% 175 0.00
☰ GAP - Gap Inc. Reduce 4.24% 104,581 0.15
☰ MEDI - MedImmune Inc Reduce 5.32% 95,941 0.21
☰ CMCSK - Comcast Corp. - Special Class Reduce 5.78% 79,832 0.22
☰ BK - Bank of New York Reduce 5.92% 71,125 0.18
☰ 3403545Q - Dollar General Reduce 6.18% 203,415 0.20
☰ VZ - Verizon Communications Reduce 9.78% 1,409 0.00
☰ BLS - Bellsouth Corp. Reduce 10.15% 546 0.00
☰ BSX - Boston Scientific Reduce 10.71% 229,925 0.25
☰ 2987536Q - Symbol Technologies, Inc. Reduce 15.98% 681,689 0.75
☰ XOM - Exxon Mobil Corp. Reduce 19.37% 39,798 0.20
☰ MER - Merrill Lynch & Co. Reduce 32.98% 164,306 0.95
☰ NVS - Novartis AG Reduce 43.84% 706,527 1.44
☰ 2307532Q - American Power Conversion Reduce 50.51% 1,150,945 1.86
☰ TDW - Tidewater Inc. Reduce 87.94% 632,243 2.06
☰ GS - Goldman Sachs Group Sell 100.00% 1,186 0.01
Q3 2006
☰ MRKC - Merck & Co., Inc. Reduce 1.08% 199 0.00
☰ IBM - International Business Machines Corp. Reduce 1.83% 50 0.00
☰ VZ - Verizon Communications Reduce 2.04% 300 0.00
☰ INTC - Intel Corp. Reduce 2.47% 51,075 0.07
☰ FTU - Wachovia Corp. Reduce 3.01% 300 0.00
☰ JNJ - Johnson & Johnson Reduce 3.62% 8,435 0.04
☰ 2307532Q - American Power Conversion Reduce 4.42% 105,470 0.15
☰ ROST - Ross Stores Inc. Reduce 4.80% 71,490 0.15
☰ MEDI - MedImmune Inc Reduce 4.93% 93,425 0.18
☰ TDW - Tidewater Inc. Reduce 5.27% 39,992 0.14
☰ MER - Merrill Lynch & Co. Reduce 6.26% 33,278 0.17
☰ WMT - Walmart Inc. Reduce 6.35% 68,315 0.24
☰ TYI - Tyco International LTD. Reduce 6.44% 107,945 0.21
☰ GAP - Gap Inc. Reduce 6.61% 174,692 0.22
☰ BLS - Bellsouth Corp. Reduce 6.92% 400 0.00
☰ VSH - Vishay Intertechnology Reduce 6.98% 229,485 0.26
☰ 6683 - General Electric Co. Reduce 7.46% 122,057 0.29
☰ C - Citigroup Inc. Reduce 7.88% 84,649 0.30
☰ 2987536Q - Symbol Technologies, Inc. Reduce 7.92% 367,149 0.29
☰ TWX - Time Warner Inc Reduce 8.63% 272,780 0.34
☰ WYE - Wyeth Reduce 8.87% 89,219 0.29
☰ AAIG - American International Group I Reduce 9.88% 84,539 0.36
☰ MSFT - Microsoft Corp. Reduce 10.23% 217,581 0.37
☰ XOM - Exxon Mobil Corp. Reduce 10.45% 23,990 0.11
☰ BAC - Bank of America Corp. Reduce 11.65% 119,577 0.42
☰ BK - Bank of New York Reduce 12.32% 168,865 0.39
☰ JPM - JPMorgan Chase & Co. Reduce 12.48% 130,062 0.40
☰ GS - Goldman Sachs Group Reduce 12.54% 170 0.00
☰ PFE - Pfizer Inc. Reduce 13.19% 270,234 0.46
☰ CMCSK - Comcast Corp. - Special Class Reduce 14.71% 238,337 0.57
☰ NVS - Novartis AG Reduce 16.24% 312,585 0.56
☰ MS - Morgan Stanley Reduce 27.57% 245,459 1.12
☰ MRSH - Marsh Sell 100.00% 1,582,769 3.09
☰ FMCC - Freddie Mac Sell 100.00% 239,327 0.99
☰ AQ - Comcast Corp - CL A Sell 100.00% 7,122 0.02
Q2 2006
☰ XOM - Exxon Mobil Corp. Reduce 0.14% 326 0.00
☰ AAIG - American International Group I Reduce 0.71% 6,080 0.03
☰ TDW - Tidewater Inc. Reduce 0.81% 6,165 0.02
☰ MRSH - Marsh Reduce 0.97% 15,555 0.03
☰ NVS - Novartis AG Reduce 1.14% 22,107 0.04
☰ CVS - CVS Health Corp. Reduce 1.15% 100 0.00
☰ KO - Coca Cola Co. Reduce 1.76% 460 0.00
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 1.89% 100 0.00
☰ 2674129Q - Sky Financial Group Inc. Reduce 2.97% 502 0.00
☰ 2987536Q - Symbol Technologies, Inc. Reduce 3.27% 156,758 0.11
☰ VZ - Verizon Communications Reduce 3.29% 500 0.00
☰ PFE - Pfizer Inc. Reduce 3.33% 70,591 0.12
☰ TYI - Tyco International LTD. Reduce 3.35% 58,109 0.10
☰ FMCC - Freddie Mac Reduce 3.92% 9,772 0.04
☰ WYE - Wyeth Reduce 4.13% 43,321 0.14
☰ BK - Bank of New York Reduce 4.59% 65,923 0.16
☰ TWX - Time Warner Inc Reduce 5.40% 180,390 0.20
☰ GAP - Gap Inc. Reduce 5.84% 163,724 0.20
☰ GS - Goldman Sachs Group Reduce 6.55% 95 0.00
☰ FTU - Wachovia Corp. Reduce 6.56% 700 0.00
☰ BP - BP plc Reduce 6.91% 432 0.00
☰ WMT - Walmart Inc. Reduce 7.32% 85,072 0.27
☰ 6683 - General Electric Co. Reduce 7.63% 135,240 0.31
☰ MS - Morgan Stanley Reduce 7.98% 77,228 0.32
☰ BSX - Boston Scientific Reduce 8.99% 182,920 0.28
☰ JPM - JPMorgan Chase & Co. Reduce 9.32% 107,135 0.30
☰ MER - Merrill Lynch & Co. Reduce 9.68% 56,937 0.30
☰ MMM - 3M Co. Reduce 10.00% 350 0.00
☰ INTC - Intel Corp. Reduce 10.39% 239,435 0.31
☰ ROST - Ross Stores Inc. Reduce 10.44% 173,495 0.34
☰ AME - Ametek Inc. Reduce 10.91% 600 0.00
☰ BAC - Bank of America Corp. Reduce 11.41% 132,134 0.40
☰ C - Citigroup Inc. Reduce 11.70% 142,343 0.45
☰ VSH - Vishay Intertechnology Reduce 11.88% 442,954 0.42
☰ WFC - Wells Fargo Reduce 14.14% 724 0.00
☰ MRKC - Merck & Co., Inc. Reduce 14.25% 3,050 0.01
☰ CMCSK - Comcast Corp. - Special Class Reduce 15.03% 286,639 0.50
☰ DIS - Walt Disney Co. Sell 100.00% 976,719 1.80
☰ IPG - Interpublic Group Sell 100.00% 2,779,475 1.76
☰ GIS - General Mills Sell 100.00% 292,789 0.98
☰ HRB - H&R Block Inc. Sell 100.00% 125,875 0.18
☰ JOE - St. Joe Co. Sell 100.00% 4,150 0.02
☰ 2860436Q - Liberty Media Corp - A Sell 100.00% 27,096 0.01
Q1 2006
☰ KO - Coca Cola Co. Reduce 0.17% 45 0.00
☰ WMT - Walmart Inc. Reduce 0.96% 11,265 0.03
☰ 2987536Q - Symbol Technologies, Inc. Reduce 1.08% 52,244 0.04
☰ ROST - Ross Stores Inc. Reduce 1.45% 24,475 0.05
☰ C - Citigroup Inc. Reduce 2.11% 26,254 0.08
☰ AAIG - American International Group I Reduce 2.66% 23,590 0.10
☰ GAP - Gap Inc. Reduce 2.71% 78,031 0.09
☰ BP - BP plc Reduce 3.10% 200 0.00
☰ MSFT - Microsoft Corp. Reduce 3.24% 69,535 0.12
☰ WYE - Wyeth Reduce 3.51% 38,126 0.11
☰ BAC - Bank of America Corp. Reduce 3.62% 43,550 0.13
☰ VZ - Verizon Communications Reduce 4.89% 783 0.00
☰ NVS - Novartis AG Reduce 5.28% 108,395 0.17
☰ JPM - JPMorgan Chase & Co. Reduce 8.55% 107,533 0.27
☰ VSH - Vishay Intertechnology Reduce 8.55% 348,495 0.31
☰ BK - Bank of New York Reduce 8.64% 135,972 0.28
☰ WFC - Wells Fargo Reduce 8.67% 486 0.00
☰ MS - Morgan Stanley Reduce 9.14% 97,306 0.35
☰ XOM - Exxon Mobil Corp. Reduce 11.90% 31,042 0.11
☰ HUB - Chubb Corp. Reduce 11.93% 300 0.00
☰ AME - Ametek Inc. Reduce 15.38% 1,000 0.00
☰ FTU - Wachovia Corp. Reduce 15.78% 2,000 0.01
☰ MRKC - Merck & Co., Inc. Reduce 17.21% 4,449 0.01
☰ DIS - Walt Disney Co. Reduce 19.06% 230,062 0.35
☰ TDW - Tidewater Inc. Reduce 20.86% 201,655 0.58
☰ MER - Merrill Lynch & Co. Reduce 22.65% 172,325 0.75
☰ CVS - CVS Health Corp. Reduce 23.88% 2,730 0.00
☰ MEDI - MedImmune Inc Reduce 24.88% 417,455 0.94
☰ GIS - General Mills Reduce 33.04% 144,500 0.46
☰ IBM - International Business Machines Corp. Reduce 59.38% 4,000 0.02
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 75.80% 16,600 0.07
☰ NOK - Nokia Corp. Sell 100.00% 2,522,152 2.96
☰ COP - ConocoPhillips Sell 100.00% 16,100 0.06
☰ 2235894Q - Lucent Technologies Sell 100.00% 291,628 0.05
☰ AXP - American Express Sell 100.00% 11,847 0.04
☰ AMAT - Applied Materials Sell 100.00% 12,606 0.01
☰ AQ - Comcast Corp - CL A Sell 100.00% 7,965 0.01
☰ CDCOR - Comdisco Holding Company, Inc. Sell 100.00% 11,500 0.00
☰ EESV - Enviornmental Energy Service Sell 100.00% 10,000 0.00
Q4 2005
☰ RDS.A - Royal Dutch Shell PLC ADR - A Reduce 0.07% 15 0.00
☰ BIM - Biomet Reduce 0.63% 100 0.00
☰ WMT - Walmart Inc. Reduce 0.67% 7,852 0.02
☰ MRKC - Merck & Co., Inc. Reduce 1.14% 299 0.00
☰ GAP - Gap Inc. Reduce 1.38% 40,312 0.04
☰ KO - Coca Cola Co. Reduce 1.47% 390 0.00
☰ WYE - Wyeth Reduce 1.81% 20,065 0.06
☰ FPFCQ - First Place Financial Corp. Reduce 1.92% 490 0.00
☰ TDW - Tidewater Inc. Reduce 3.96% 39,835 0.12
☰ NVS - Novartis AG Reduce 5.06% 109,538 0.17
☰ PFE - Pfizer Inc. Reduce 5.94% 125,619 0.20
☰ 2674129Q - Sky Financial Group Inc. Reduce 6.13% 1,104 0.00
☰ BSX - Boston Scientific Reduce 6.53% 108,450 0.16
☰ 2987536Q - Symbol Technologies, Inc. Reduce 6.75% 350,511 0.21
☰ BK - Bank of New York Reduce 6.88% 116,281 0.21
☰ VSH - Vishay Intertechnology Reduce 6.90% 302,327 0.23
☰ MSFT - Microsoft Corp. Reduce 7.27% 167,955 0.27
☰ MS - Morgan Stanley Reduce 7.36% 84,543 0.28
☰ MER - Merrill Lynch & Co. Reduce 7.88% 65,090 0.25
☰ BAC - Bank of America Corp. Reduce 7.92% 103,294 0.27
☰ INTC - Intel Corp. Reduce 8.11% 199,656 0.31
☰ 6683 - General Electric Co. Reduce 8.17% 157,344 0.33
☰ C - Citigroup Inc. Reduce 8.19% 110,822 0.31
☰ FMCC - Freddie Mac Reduce 8.38% 21,451 0.08
☰ NOK - Nokia Corp. Reduce 10.12% 283,998 0.30
☰ AAIG - American International Group I Reduce 10.51% 104,067 0.40
☰ JPM - JPMorgan Chase & Co. Reduce 11.53% 163,787 0.35
☰ IPG - Interpublic Group Reduce 12.17% 328,640 0.24
☰ GIS - General Mills Reduce 18.57% 99,710 0.30
☰ AXP - American Express Reduce 26.17% 4,200 0.02
☰ MEDI - MedImmune Inc Reduce 35.26% 913,920 1.91
☰ COP - ConocoPhillips Reduce 49.84% 16,000 0.07
☰ 2860436Q - Liberty Media Corp - A Reduce 59.93% 40,524 0.02
☰ 2235894Q - Lucent Technologies Reduce 93.73% 4,359,513 0.88
☰ FITB - Fifth Third Bancorp Sell 100.00% 528,086 1.21
☰ TRIA - Triangle MultiMedia Inc. Sell 100.00% 1,000,000 0.00
Q3 2005
☰ 2987536Q - Symbol Technologies, Inc. Reduce 0.44% 23,140 0.01
☰ JNJ - Johnson & Johnson Reduce 0.74% 100 0.00
☰ VSH - Vishay Intertechnology Reduce 0.80% 35,237 0.02
☰ KO - Coca Cola Co. Reduce 0.88% 235 0.00
☰ DIS - Walt Disney Co. Reduce 1.01% 11,292 0.02
☰ VZ - Verizon Communications Reduce 1.73% 250 0.00
☰ 2674129Q - Sky Financial Group Inc. Reduce 1.77% 325 0.00
☰ GAP - Gap Inc. Reduce 2.84% 85,395 0.10
☰ TDW - Tidewater Inc. Reduce 2.93% 30,345 0.07
☰ BAC - Bank of America Corp. Reduce 3.58% 48,445 0.12
☰ FTU - Wachovia Corp. Reduce 3.80% 500 0.00
☰ AQ - Comcast Corp - CL A Reduce 3.86% 317 0.00
☰ CVX - Chevron Corp. Reduce 4.72% 8,100 0.03
☰ WFC - Wells Fargo Reduce 4.75% 279 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 4.82% 71,914 0.14
☰ 2235894Q - Lucent Technologies Reduce 4.85% 237,335 0.04
☰ C - Citigroup Inc. Reduce 5.64% 80,876 0.21
☰ 6683 - General Electric Co. Reduce 6.23% 127,898 0.25
☰ FITB - Fifth Third Bancorp Reduce 6.89% 39,050 0.09
☰ PFE - Pfizer Inc. Reduce 7.25% 165,433 0.26
☰ IPG - Interpublic Group Reduce 7.49% 218,650 0.15
☰ INTC - Intel Corp. Reduce 8.23% 220,776 0.32
☰ NVS - Novartis AG Reduce 8.61% 203,880 0.28
☰ GIS - General Mills Reduce 9.09% 53,670 0.14
☰ MS - Morgan Stanley Reduce 9.11% 115,149 0.34
☰ MSFT - Microsoft Corp. Reduce 10.16% 261,373 0.37
☰ MEDI - Medimmune Inc Reduce 10.44% 302,160 0.46
☰ AAIG - American International Group I Reduce 10.75% 119,223 0.39
☰ FMCC - Freddie Mac Reduce 10.99% 31,608 0.12
☰ XOM - Exxon Mobil Corp. Reduce 11.20% 32,642 0.11
☰ WYE - Wyeth Reduce 11.64% 145,902 0.34
☰ BK - Bank of New York Reduce 12.23% 235,434 0.38
☰ MER - Merrill Lynch & Co. Reduce 14.59% 141,079 0.44
☰ NOK - Nokia Corp. Reduce 23.04% 839,940 0.79
☰ COP - ConocoPhillips Reduce 30.37% 14,000 0.05
☰ 2307532Q - American Power Conversion Reduce 32.28% 885,347 1.18
☰ IBM - International Business Machines Corp. Reduce 56.38% 5,375 0.02
☰ 2860436Q - Liberty Media Corp - A Reduce 88.19% 504,886 0.29
☰ AXP - American Express Reduce 96.13% 398,516 1.19
☰ MRKC - Merck & Co., Inc. Reduce 97.22% 915,136 1.58
☰ CVS - CVS Health Corp. Reduce 98.55% 763,639 1.25
☰ BAX - Baxter International Inc. Sell 100.00% 988,024 2.06
☰ FNMA - Federal Natl. Mortgage Assn. Sell 100.00% 170,601 0.56
☰ RDPL - Royal Dutch Petr. Sell 100.00% 21,915 0.08
☰ 987200Q - May Dept. Stores Sell 100.00% 12,650 0.03
☰ GS - Goldman Sachs Group Sell 100.00% 2,693 0.02
☰ JCN - Johnson Controls Inc. Sell 100.00% 4,600 0.01
Q2 2005
☰ CVX - Chevron Corp. Reduce 0.04% 75 0.00
☰ KO - Coca Cola Co. Reduce 1.29% 350 0.00
☰ MER - Merrill Lynch & Co. Reduce 1.80% 17,728 0.28
☰ CVS - CVS Health Corp. Reduce 2.45% 19,450 0.29
☰ JNJ - Johnson & Johnson Reduce 2.88% 400 0.01
☰ FTU - Wachovia Corp. Reduce 2.95% 400 0.01
☰ FMCC - Freddie Mac Reduce 4.06% 12,168 0.22
☰ WFC - Wells Fargo Reduce 4.66% 287 0.00
☰ AXP - American Express Reduce 4.72% 20,522 0.30
☰ AME - Ametek Inc. Reduce 7.14% 500 0.01
☰ GIS - General Mills Reduce 11.57% 77,277 1.08
☰ MMM - 3M Co. Reduce 12.50% 500 0.01
☰ HUB - Chubb Corp. Reduce 16.59% 500 0.01
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 20.87% 45,005 0.70
☰ GS - Goldman Sachs Group Reduce 22.57% 785 0.02
☰ XOM - Exxon Mobil Corp. Reduce 27.79% 112,100 1.90
☰ KRB - MBNA Corp. Sell 100.00% 60,861 0.42
☰ DLCA - Dell Inc Sell 100.00% 37,286 0.41
☰ VIA/B - Viacom Inc. Class B Sell 100.00% 36,010 0.36
☰ CSCO - Cisco Systems Sell 100.00% 41,318 0.21
☰ CL - Colgate-Palmolive Sell 100.00% 13,709 0.20
☰ PG - Procter & Gamble Sell 100.00% 10,560 0.16
☰ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 10,580 0.09
☰ GIMLF - Gulf International Minerals (C Sell 100.00% 50,000 0.00
Q1 2005
☰ AQ - Comcast Corp - CL A Reduce 0.30% 24 0.00
☰ IBM - International Business Machines Corp. Reduce 5.21% 520 0.00
☰ VZ - Verizon Communications Reduce 6.08% 903 0.00
☰ CVS - CVS Health Corp. Reduce 10.07% 88,930 0.30
☰ FTU - Wachovia Corp. Reduce 10.43% 1,580 0.01
☰ AME - Ametek Inc. Reduce 12.50% 1,000 0.00
☰ MMM - 3M Co. Reduce 16.67% 800 0.00
☰ HUB - Chubb Corp. Reduce 18.85% 700 0.00
☰ WFC - Wells Fargo Reduce 32.30% 2,937 0.01
☰ JNJ - Johnson & Johnson Reduce 81.59% 61,600 0.29
☰ WYE - Wyeth Reduce 91.46% 1,071,624 3.11
☰ MEDI - Medimmune Inc Sell 100.00% 2,209,837 4.45
☰ PFE - Pfizer Inc. Sell 100.00% 2,210,598 4.41
☰ 2987536Q - Symbol Technologies, Inc. Sell 100.00% 3,068,430 3.94
☰ 6683 - General Electric Co. Sell 100.00% 1,428,357 3.87
☰ MS - Morgan Stanley Sell 100.00% 851,675 3.51
☰ 2307532Q - American Power Conversion Sell 100.00% 2,158,895 3.43
☰ C - Citigroup Inc. Sell 100.00% 953,587 3.41
☰ AAIG - American International Group I Sell 100.00% 687,001 3.35
☰ BAX - Baxter International Inc. Sell 100.00% 1,304,324 3.34
☰ GDT - Guidant Corp. Sell 100.00% 595,560 3.19
☰ BAC - Bank of America Corp. Sell 100.00% 906,599 3.16
☰ NVS - Novartis AG Sell 100.00% 1,524,106 3.16
☰ MSFT - Microsoft Corp. Sell 100.00% 1,524,782 3.02
☰ GAP - Gap Inc. Sell 100.00% 1,914,483 3.00
☰ DIS - Walt Disney Co. Sell 100.00% 1,450,233 2.99
☰ INTC - Intel Corp. Sell 100.00% 1,666,433 2.89
☰ NOK - Nokia Corp. Sell 100.00% 2,386,993 2.78
☰ BK - Bank of New York Sell 100.00% 1,087,618 2.70
☰ VSH - Vishay Intertechnology Sell 100.00% 2,386,487 2.66
☰ ODP - Office Depot Inc. Sell 100.00% 1,875,380 2.42
☰ TDW - Tidewater Inc. Sell 100.00% 880,670 2.33
☰ CMCSK - Comcast Corp. - Special Class Sell 100.00% 930,999 2.27
☰ JPM - JPMorgan Chase & Co. Sell 100.00% 697,993 2.02
☰ APTG - Adaptec Inc. Sell 100.00% 3,493,257 1.97
☰ MRKC - Merck & Co., Inc. Sell 100.00% 810,949 1.93
☰ IPG - Interpublic Group Sell 100.00% 1,524,113 1.52
☰ 2860436Q - Liberty Media Corp - A Sell 100.00% 1,764,698 1.44
☰ BSX - Boston Scientific Sell 100.00% 295,490 0.78
☰ AMGN - Amgen Sell 100.00% 127,826 0.61
☰ 2235894Q - Lucent Technologies Sell 100.00% 1,293,435 0.36
☰ LLY - Eli Lilly & Co. Sell 100.00% 68,050 0.29
☰ EPR - Express Scripts Inc - Cl A Sell 100.00% 24,325 0.14
☰ HMA - Health Management Assoc. Sell 100.00% 72,325 0.12
☰ CMA - Comerica Inc. Sell 100.00% 15,490 0.07
☰ UNH - United Health Group Inc. Sell 100.00% 10,100 0.07
☰ TWX - Time Warner Inc Sell 100.00% 25,455 0.04
☰ ABT - Abbott Labs Sell 100.00% 5,695 0.02
☰ BDX - Becton Dickinson Sell 100.00% 4,000 0.02
☰ BLS - Bellsouth Corp. Sell 100.00% 9,289 0.02
☰ BMY - Bristol-Myers Squibb Sell 100.00% 11,650 0.02
☰ TRIA - Triangle MultiMedia Inc. Sell 100.00% 1,000,000 0.00
Q4 2004
☰ MEDI - Medimmune Inc Reduce 0.34% 7,510 0.01
☰ 2307532Q - American Power Conversion Reduce 0.87% 18,885 0.03
☰ FTU - Wachovia Corp. Reduce 0.88% 135 0.00
☰ FPFCQ - First Place Financial Corp. Reduce 1.17% 301 0.00
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 1.22% 1,690 0.01
☰ 2987536Q - Symbol Technologies, Inc. Reduce 1.42% 44,250 0.05
☰ BDX - Becton Dickinson Reduce 2.68% 110 0.00
☰ 2235894Q - Lucent Technologies Reduce 3.09% 41,305 0.01
☰ RDPL - Royal Dutch Petr. Reduce 3.22% 200 0.00
☰ DIS - Walt Disney Co. Reduce 5.54% 85,055 0.16
☰ CVS - CVS Health Corp. Reduce 7.29% 69,455 0.24
☰ AXP - American Express Reduce 7.69% 23,098 0.10
☰ WYE - Wyeth Reduce 7.79% 99,048 0.28
☰ MMM - 3M Co. Reduce 8.66% 455 0.00
☰ MRSH - Marsh Reduce 8.99% 35,151 0.13
☰ AMGN - Amgen Reduce 12.49% 18,250 0.08
☰ MRKC - Merck & Co., Inc. Reduce 20.99% 215,420 0.58
☰ GDT - Guidant Corp. Reduce 25.01% 198,677 1.07
☰ CMA - Comerica Inc. Reduce 62.31% 25,610 0.12
☰ BMY - Bristol-Myers Squibb Reduce 99.09% 1,264,420 2.45
Q1 2004
☰ PFE - Pfizer Inc. Sell 100.00% 1,393,504 5.53
☰ BAX - Baxter International Inc. Sell 100.00% 1,281,717 4.39
☰ MRKC - Merck & Co., Inc. Sell 100.00% 795,833 4.13
☰ GDT - Guidant Corp. Sell 100.00% 599,380 4.05
☰ 6683 - General Electric Co. Sell 100.00% 1,018,713 3.54
☰ 2987536Q - Symbol Technologies, Inc. Sell 100.00% 1,772,236 3.36
☰ MS - Morgan Stanley Sell 100.00% 512,983 3.33
☰ WYE - Wyeth Sell 100.00% 683,209 3.26
☰ AAIG - American International Sell 100.00% 433,609 3.23
☰ CVS - CVS Health Corp. Sell 100.00% 774,002 3.14
☰ C - Citigroup Inc. Sell 100.00% 570,635 3.11
☰ BMY - Bristol-Myers Squibb Sell 100.00% 941,193 3.02
☰ MER - Merrill Lynch & Co. Sell 100.00% 455,633 3.00
☰ ODP - Office Depot Inc. Sell 100.00% 1,599,365 3.00
☰ NOK - Nokia Corp. Sell 100.00% 1,525,828 2.91
☰ ABT - Abbott Labs Sell 100.00% 547,653 2.87
☰ DIS - Walt Disney Co. Sell 100.00% 1,082,693 2.84
☰ GAP - Gap Inc. Sell 100.00% 1,054,130 2.75
☰ 2307532Q - Group I American Power Conversion Sell 100.00% 968,614 2.67
☰ APTG - Adaptec Inc. Sell 100.00% 2,612,494 2.59
☰ NVS - Novartis AG Sell 100.00% 524,954 2.48
☰ JPM - JPMorgan Chase & Co. Sell 100.00% 565,200 2.33
☰ KYOCY - Kyocera Corp - Spons ADR Sell 100.00% 300,260 2.26
☰ BK - Bank of New York Sell 100.00% 556,511 2.07
☰ FBF - Fleet Boston Financial Corp Sell 100.00% 421,572 2.07
☰ VSH - Vishay Intertechnology Sell 100.00% 794,837 2.04
☰ TDW - Tidewater Inc. Sell 100.00% 584,092 1.96
☰ AXP - American Express Sell 100.00% 358,951 1.94
☰ INTC - Intel Corp. Sell 100.00% 491,960 1.77
☰ BAC - Bank of America Corp. Sell 100.00% 157,208 1.42
☰ CMA - Comerica Inc. Sell 100.00% 222,027 1.40
☰ LEG - Leggett & Platt Inc. Sell 100.00% 531,764 1.29
☰ MAN - ManpowerGroup Sell 100.00% 211,417 1.12
☰ FMCC - Freddie Mac Sell 100.00% 157,413 1.03
☰ 2860436Q - Liberty Media Corp - A Sell 100.00% 732,321 0.98
☰ AMGN - Amgen Sell 100.00% 139,344 0.97
☰ JNJ - Johnson & Johnson Sell 100.00% 164,875 0.96
☰ PBG - Pepsi Bottling Group Inc Sell 100.00% 325,275 0.88
☰ IPG - Machine Interpublic Group Sell 100.00% 298,875 0.52
☰ FNMA - Federal Natl. Mortgage Assn. Sell 100.00% 59,755 0.50
☰ MEDI - Medimmune Inc Sell 100.00% 148,210 0.42
☰ 2235894Q - Lucent Technologies Sell 100.00% 1,255,109 0.40
☰ BSX - Boston Scientific Sell 100.00% 95,600 0.39
☰ GIS - General Mills Sell 100.00% 72,155 0.37
☰ LLY - Eli Lilly & Co. Sell 100.00% 27,740 0.22
☰ MSFT - Microsoft Corp. Sell 100.00% 69,561 0.21
☰ XOM - Exxon Mobil Corp. Sell 100.00% 45,557 0.21
☰ KO - Coca Cola Co. Sell 100.00% 26,032 0.15
☰ WM - Waste Management Inc. Sell 100.00% 29,136 0.10
☰ FTU - Wachovia Corp. Sell 100.00% 17,892 0.09
☰ VZ - Verizon Communications Sell 100.00% 20,603 0.08
☰ MRSH - Marsh Sell 100.00% 12,900 0.07
☰ ADP - Automatic Data Processing Inc. Sell 100.00% 13,848 0.06
☰ BIM - Biomet Sell 100.00% 15,778 0.06
☰ FPFCQ - First Place Financial Corp. Sell 100.00% 25,825 0.06
☰ TWX - Time Warner Inc Sell 100.00% 28,830 0.06
☰ WMT - Walmart Inc. Sell 100.00% 10,164 0.06
☰ 2674129Q - Sky Financial Group Inc. Sell 100.00% 13,591 0.04
☰ BLS - Bellsouth Corp. Sell 100.00% 11,604 0.04
☰ WFC - Wells Fargo Sell 100.00% 5,832 0.04
☰ 3621240Q - Bank One Corporation Sell 100.00% 5,272 0.03
☰ AME - Ametek Inc. Sell 100.00% 5,500 0.03
☰ HUB - Chubb Corp. Sell 100.00% 4,038 0.03
☰ IBM - International Business Machines Corp. Sell 100.00% 2,771 0.03
☰ SUNW - Sun Microsystems Inc. Sell 100.00% 15,600 0.01
☰ GIMLF - Gulf International Minerals C Sell 100.00% 50,000 0.00
☰ UTE - USA Technologies Inc Sell 100.00% 17,000 0.00
Q4 2003
☰ GAP - Gap Inc. Reduce 0.11% 1,124 0.00
☰ WFC - Wells Fargo Reduce 0.17% 10 0.00
☰ WM - Waste Management Inc. Reduce 0.27% 79 0.00
☰ VZ - Verizon Communications Reduce 0.31% 64 0.00
☰ NVS - Novartis AG Reduce 0.37% 1,940 0.01
☰ INTC - Intel Corp. Reduce 1.15% 5,736 0.02
☰ FPFCQ - First Place Financial Corp. Reduce 1.36% 356 0.00
☰ BMY - Bristol-Myers Squibb Reduce 1.42% 13,554 0.05
☰ BLS - Bellsouth Corp. Reduce 1.92% 227 0.00
☰ BIM - Biomet Reduce 2.15% 347 0.00
☰ ABT - Abbott Labs Reduce 8.91% 53,563 0.32
☰ ADP - Automatic Data Processing Inc. Reduce 9.83% 1,510 0.01
☰ 2307532Q - Group I American Power Conversion Reduce 15.30% 174,931 0.42
☰ MAN - ManpowerGroup Reduce 38.40% 131,778 0.68
☰ VSH - Vishay Intertechnology Reduce 42.21% 580,540 1.41
☰ LLY - Eli Lilly & Co. Reduce 48.82% 26,460 0.22
☰ 3403545Q - Dollar General Sell 100.00% 317,555 0.88
☰ 3605818Q - HCA - The Healthcare Company Sell 100.00% 53,922 0.28
☰ MHS - Medco Health Solutions Inc Sell 100.00% 37,154 0.13
☰ MCD - McDonald's Corp. Sell 100.00% 28,853 0.09
☰ BTN - Biophan Technologies Inc Sell 100.00% 24,000 0.00
☰ IMESQ - International Meta Systems Sell 100.00% 40,227 0.00
Q3 2003
☰ 2860436Q - Liberty Media Corp - A Reduce 0.41% 2,953 0.01
☰ WFC - Wells Fargo Reduce 0.51% 30 0.00
☰ MCD - McDonald's Corp. Reduce 0.62% 180 0.00
☰ INTC - Intel Corp. Reduce 0.67% 3,365 0.01
☰ FPFCQ - First Place Financial Corp. Reduce 1.00% 264 0.00
☰ FTU - Wachovia Corp. Reduce 1.04% 175 0.00
☰ XOM - Exxon Mobil Corp. Reduce 1.04% 477 0.00
☰ ADP - Automatic Data Processing Inc. Reduce 1.41% 220 0.00
☰ 2235894Q - Lucent Technologies Reduce 1.68% 12,923 0.00
☰ FMCC - Freddie Mac Reduce 1.79% 2,854 0.02
☰ AMGN - Amgen Reduce 2.09% 2,210 0.02
☰ 2674129Q - Sky Financial Group Inc. Reduce 2.72% 380 0.00
☰ 3605818Q - HCA - The Healthcare Company Reduce 2.80% 1,553 0.01
☰ KO - Coca Cola Co. Reduce 3.00% 783 0.01
☰ LEG - Leggett & Platt Inc. Reduce 3.49% 15,955 0.05
☰ VZ - Verizon Communications Reduce 3.63% 779 0.00
☰ HUB - Chubb Corp. Reduce 4.38% 184 0.00
☰ WYE - Wyeth Reduce 4.89% 25,660 0.18
☰ GDT - Guidant Corp. Reduce 5.66% 35,262 0.24
☰ IBM - International Business Machines Corp. Reduce 28.35% 943 0.01
☰ 3403545Q - Dollar General Reduce 62.39% 526,847 1.50
☰ BIM - Biomet Reduce 79.09% 60,975 0.27
☰ LRCX - Lam Research Sell 100.00% 464,110 1.31
☰ CSC - Computer Sciences Corp. Sell 100.00% 205,755 1.22
☰ 502466Q - Wellpoint Health Networks Sell 100.00% 10,975 0.14
☰ HD - Home Depot Sell 100.00% 12,569 0.06
Q2 2003
☰ GAP - Gap Inc. Reduce 0.07% 660 0.00
☰ 2235894Q - Lucent Technologies Reduce 0.17% 1,302 0.00
☰ KO - Coca Cola Co. Reduce 0.38% 100 0.00
☰ BAC - Bank of America Corp. Reduce 1.66% 2,235 0.03
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 1.88% 235 0.00
☰ 2860436Q - Liberty Media Corp - A Reduce 2.59% 19,360 0.04
☰ WMT - Walmart Inc. Reduce 4.69% 482 0.01
☰ XOM - Exxon Mobil Corp. Reduce 4.72% 2,277 0.02
☰ CSC - Computer Sciences Corp. Reduce 6.98% 15,435 0.10
☰ AME - Ametek Inc. Reduce 9.84% 600 0.00
☰ BLS - Bellsouth Corp. Reduce 11.55% 1,507 0.01
☰ 2987536Q - Symbol Technologies, Inc. Reduce 11.62% 188,880 0.32
☰ SUNW - Sun Microsystems Inc. Reduce 14.44% 2,600 0.00
☰ VZ - Verizon Communications Reduce 19.48% 5,189 0.04
☰ 3403545Q - Dollar General Reduce 21.60% 232,593 0.56
☰ LRCX - Lam Research Reduce 24.99% 154,620 0.35
☰ HUB - Chubb Corp. Reduce 26.33% 1,500 0.01
☰ ADP - Automatic Data Processing Inc. Reduce 32.09% 7,360 0.04
☰ JNJ - Johnson & Johnson Reduce 45.61% 107,780 1.24
☰ FTU - Wachovia Corp. Reduce 82.39% 78,480 0.53
☰ IPG - Interpublic Group Reduce 92.69% 382,848 0.70
☰ 748957Q - Pharmacia Corporation Sell 100.00% 326,535 2.80
☰ SLB - Schlumberger Ltd. Sell 100.00% 198,240 1.49
☰ AMD - Advanced Micro Devices Sell 100.00% 994,890 1.22
☰ MDT - Medtronic plc Sell 100.00% 65,975 0.59
☰ OHP - Oxford Health Plans Inc. Sell 100.00% 57,625 0.35
☰ SPL - Schering Plough Sell 100.00% 37,575 0.13
☰ SLE - Sara Lee Corporation Sell 100.00% 10,450 0.04
☰ CSCO - Cisco Systems Sell 100.00% 10,685 0.03
☰ ORBT - Orbit International Corp Sell 100.00% 16,816 0.02
Q1 2003
☰ GAP - Gap Inc. Reduce 0.04% 435 0.00
☰ KO - Coca Cola Co. Reduce 0.38% 100 0.00
☰ 2235894Q - Lucent Technologies Reduce 0.89% 6,925 0.00
☰ HD - Home Depot Reduce 1.83% 200 0.00
☰ AMD - Advanced Micro Devices Reduce 2.22% 22,585 0.02
☰ 2674129Q - Sky Financial Group Inc. Reduce 2.78% 400 0.00
☰ BK - Bank of New York Reduce 2.86% 10,505 0.04
☰ SUNW - Sun Microsystems Inc. Reduce 3.74% 700 0.00
☰ FMCC - Freddie Mac Reduce 5.43% 9,111 0.09
☰ WMT - Walmart Inc. Reduce 6.37% 700 0.01
☰ CSC - Computer Sciences Corp. Reduce 6.91% 16,415 0.09
☰ 2307532Q - American Power Conversion Reduce 6.96% 75,040 0.18
☰ CMA - Comerica Inc. Reduce 9.44% 20,275 0.14
☰ BLS - Bellsouth Corp. Reduce 10.45% 1,523 0.01
☰ JNJ - Johnson & Johnson Reduce 13.28% 36,175 0.31
☰ SLE - Sara Lee Corporation Reduce 18.04% 2,300 0.01
☰ XOM - Exxon Mobil Corp. Reduce 18.16% 10,696 0.06
☰ ORBT - Orbit International Corp Reduce 19.98% 4,200 0.00
☰ MER - Merrill Lynch & Co. Reduce 22.81% 103,310 0.63
☰ VZ - Verizon Communications Reduce 26.40% 9,555 0.06
☰ FBF - Fleet Boston Financial Corp Reduce 26.99% 118,295 0.46
☰ CSCO - Cisco Systems Reduce 29.45% 4,460 0.01
☰ AMGN - Amgen Reduce 31.24% 40,330 0.31
☰ MS - Morgan Stanley Reduce 32.77% 176,700 1.12
☰ HUB - Chubb Corp. Reduce 37.23% 3,379 0.03
☰ AXP - American Express Reduce 38.04% 146,721 0.83
☰ SLB - Schlumberger Ltd. Reduce 38.63% 124,791 0.84
☰ JPM - JPMorgan Chase & Co. Reduce 39.22% 274,531 1.05
☰ MDT - Medtronic plc Reduce 50.25% 66,635 0.48
☰ C - Citigroup Inc. Reduce 54.54% 527,076 2.96
☰ AAIG - American International Group I Reduce 55.82% 201,264 1.85
☰ BAC - Bank of America Corp. Reduce 56.74% 176,254 1.95
☰ FTU - Wachovia Corp. Reduce 69.30% 215,080 1.25
☰ SPL - Schering Plough Reduce 88.31% 283,813 1.01
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 91.88% 141,336 1.45
☰ WFC - Wells Fargo Reduce 96.62% 167,208 1.25
☰ CAH - Cardinal Health Inc. Sell 100.00% 61,170 0.58
☰ UNH - United Health Group Inc. Sell 100.00% 39,400 0.52
☰ BSX - Boston Scientific Sell 100.00% 75,220 0.51
☰ FQX - Forest Laboratories Inc Sell 100.00% 32,580 0.51
☰ HIG - Hartford Financial Svc.Gp. Sell 100.00% 70,035 0.51
☰ MET - MetLife Inc. Sell 100.00% 117,437 0.51
☰ WAMUQ - Washington Mutual Inc. Sell 100.00% 89,587 0.49
☰ GS - Goldman Sachs Group Sell 100.00% 42,875 0.46
☰ 502466Q - Wellpoint Health Networks Sell 100.00% 38,880 0.44
☰ SYK - Stryker Corp. Sell 100.00% 40,880 0.44
☰ HMA - Health Management Assoc. Sell 100.00% 122,200 0.35
☰ 531621Q - Travelers Property Casualty Co Sell 100.00% 146,372 0.34
☰ KRB - MBNA Corp. Sell 100.00% 107,627 0.33
☰ ZBH - Zimmer Biomet Holdings Sell 100.00% 44,680 0.30
☰ 3423152Q - Electronic Data Systems Sell 100.00% 91,060 0.27
☰ BRYG - Berkshire Hathaway - Class B Sell 100.00% 588 0.23
☰ IDPH - IDEC Pharmaceuticals Corp. Sell 100.00% 32,210 0.17
☰ SUU - Suntrust Banks Inc. Sell 100.00% 19,022 0.17
☰ 0127834Q - Scios Nova Inc. Sell 100.00% 28,210 0.15
☰ TMSG - Trimeris Inc Sell 100.00% 21,650 0.15
☰ MDCO - Medicines Company Sell 100.00% 52,790 0.13
☰ CPTS - Conceptus Inc Sell 100.00% 62,710 0.12
☰ VRTX - Vertex Pharmaceuticals Sell 100.00% 45,710 0.12
☰ XOMG - Xoma Ltd Sell 100.00% 181,300 0.12
☰ HGSI - Human Genome Therapeutics Sell 100.00% 77,240 0.11
☰ PSSI - PSS World Medical Inc Sell 100.00% 101,920 0.11
☰ TAP/B - Travelers Property Casualty Co Sell 100.00% 49,201 0.11
☰ WM3 - Wright Medical group Inc Sell 100.00% 34,260 0.10
☰ DNA - Ginkgo Bioworks Holdings Inc. Sell 100.00% 17,580 0.09
☰ MTB - M&T Bank Corp. Sell 100.00% 5,000 0.06
☰ IBM - International Business Machines Corp. Sell 100.00% 3,684 0.05
☰ SBC - SBC Communications Corp. Sell 100.00% 10,932 0.05
☰ BP - BP plc Sell 100.00% 5,574 0.04
☰ MMM - 3M Co. Sell 100.00% 1,750 0.03
☰ PTEN - Patterson-UTI Energy Inc. Sell 100.00% 6,650 0.03
☰ TXN - Texas Instruments Sell 100.00% 13,915 0.03
☰ 1720573D - Prism Support Hldgs LLC Oppenheimer Strategic Income F Sell 100.00% 20,089 0.01
☰ BDBYF - Bradford & Bingley PLC Sell 100.00% 10,000 0.01
Q4 2002
☰ SLE - Sara Lee Corporation Reduce 0.45% 57 0.00
☰ ABT - Abbott Labs Reduce 0.59% 2,098 0.02
☰ GAP - Gap Inc. Reduce 0.61% 6,225 0.01
☰ NOK - Nokia Corp. Reduce 0.72% 3,725 0.01
☰ DIS - Walt Disney Co. Reduce 1.09% 9,450 0.03
☰ BLS - Bellsouth Corp. Reduce 1.11% 163 0.00
☰ SLB - Schlumberger Ltd. Reduce 1.14% 3,715 0.03
☰ CSC - Computer Sciences Corp. Reduce 1.18% 2,830 0.02
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 1.21% 1,886 0.02
☰ FPFCQ - First Place Financial Corp. Reduce 1.23% 330 0.00
☰ TXN - Texas Instruments Reduce 1.33% 188 0.00
☰ CMA - Comerica Bank Reduce 1.49% 3,240 0.03
☰ WFC - Wells Fargo Reduce 1.94% 3,418 0.03
☰ 2987536Q - Symbol Technologies, Inc. Reduce 2.04% 33,475 0.05
☰ FTU - Wachovia Corp. Reduce 2.04% 6,450 0.04
☰ KRB - MBNA Corp. Reduce 2.11% 2,315 0.01
☰ SUNW - Sun Microsystems Inc. Reduce 2.15% 410 0.00
☰ 2307532Q - American Power Conversion Reduce 2.82% 31,325 0.06
☰ BRYG - Berkshire Hathaway - Class B Reduce 3.29% 20 0.01
☰ BP - BP plc Reduce 3.46% 200 0.00
☰ FMCC - Freddie Mac Reduce 3.84% 6,705 0.08
☰ NVS - Novartis AG Reduce 5.07% 22,080 0.10
☰ APTG - Adaptec Inc. Reduce 5.58% 120,125 0.11
☰ VZ - Verizon Communications Reduce 5.63% 2,160 0.01
☰ FBF - Fleet Boston Financial Corp Reduce 6.99% 32,930 0.14
☰ AMD - Advanced Micro Devices Reduce 13.14% 153,975 0.17
☰ JPM - JPMorgan Chase & Co. Reduce 14.38% 117,523 0.47
☰ CSCO - Cisco Systems Reduce 17.71% 3,260 0.01
☰ IPG - Interpublic Group Reduce 20.50% 105,215 0.35
☰ 2674129Q - Sky Financial Group Inc. Reduce 20.92% 3,802 0.02
☰ SPL - Schering Plough Reduce 25.51% 110,060 0.49
☰ IBM - International Business Machines Corp. Reduce 29.55% 1,545 0.02
☰ TAP/B - Travelers Property Casualty Co Reduce 41.81% 35,349 0.10
☰ SUU - Suntrust Banks Inc. Reduce 48.83% 18,150 0.23
☰ 2235894Q - Lucent Technologies Reduce 67.53% 1,621,806 0.26
☰ 3423152Q - Electronic Data Systems Reduce 71.42% 227,569 0.67
☰ HUB - Chubb Corp. Reduce 72.89% 24,410 0.28
☰ ALL - Allstate Corp. Sell 100.00% 58,537 0.44
☰ VBMFX - Vanguard Bond Index Sell 100.00% 143,571 0.31
☰ AFL - AFLAC Inc. Sell 100.00% 39,550 0.26
☰ LEHMQ - Lehman Brothers Sell 100.00% 23,040 0.24
☰ 2727195Q - Household International Sell 100.00% 38,245 0.23
☰ 2676187Q - SouthTrust Corp. Sell 100.00% 35,300 0.18
☰ PNC - PNC Financial Services Sell 100.00% 19,475 0.17
☰ 6686 - Motorola Inc Sell 100.00% 76,831 0.16
☰ JHF - John Hancock Financial Service Sell 100.00% 25,780 0.15
☰ CFC - Countrywide Credit Inds. Inc. Sell 100.00% 10,620 0.11
☰ MTG - MGIC Investment Corp. Sell 100.00% 7,000 0.06
☰ AGR/B - Agere Systems Inc - CL B Sell 100.00% 233,915 0.05
☰ 6684 - Hewlett-Packard Co. Sell 100.00% 10,227 0.03
☰ 1826Q - Orthodontix Inc. Sell 100.00% 38,000 0.00
Q3 2002
☰ SBC - SBC Communications Corp. Reduce 0.04% 4 0.00
☰ VBMFX - Vanguard Bond Index Reduce 0.04% 55 0.00
☰ FMCC - Freddie Mac Reduce 0.68% 1,188 0.01
☰ JNJ - Johnson & Johnson Reduce 1.14% 1,411 0.01
☰ C - Citigroup Inc. Reduce 1.38% 13,209 0.09
☰ MS - Morgan Stanley Reduce 1.45% 7,582 0.06
☰ KO - Coca Cola Co. Reduce 3.13% 850 0.01
☰ 748957Q - Pharmacia Corporation Reduce 3.14% 6,310 0.04
☰ AAIG - American International Group I Reduce 3.82% 11,751 0.14
☰ FTU - Wachovia Corp. Reduce 4.49% 14,900 0.10
☰ HUB - Chubb Corp. Reduce 5.10% 1,800 0.02
☰ PFE - Pfizer Inc. Reduce 5.78% 942 0.01
☰ CFC - Countrywide Credit Inds. Inc. Reduce 6.43% 730 0.01
☰ AFL - AFLAC Inc. Reduce 6.72% 2,850 0.02
☰ HIG - Hartford Financial Svc.Gp. Reduce 6.84% 2,050 0.02
☰ 2727195Q - Household International Reduce 6.94% 2,850 0.02
☰ WAMUQ - Washington Mutual Inc. Reduce 6.96% 5,648 0.04
☰ MTG - MGIC Investment Corp. Reduce 6.98% 525 0.01
☰ 2674129Q - Sky Financial Group Inc. Reduce 7.10% 1,389 0.00
☰ 2676187Q - SouthTrust Corp. Reduce 7.17% 2,725 0.01
☰ SUU - Suntrust Banks Inc. Reduce 7.18% 2,875 0.03
☰ JHF - John Hancock Financial Service Reduce 7.32% 2,035 0.01
☰ MET - MetLife Inc. Reduce 7.35% 7,175 0.04
☰ ALL - Allstate Corp. Reduce 7.58% 4,800 0.03
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 7.84% 13,244 0.17
☰ WFC - Wells Fargo Reduce 8.15% 15,657 0.13
☰ SPL - Schering Plough Reduce 8.23% 38,675 0.16
☰ MSFT - Microsoft Corp. Reduce 8.41% 2,752 0.03
☰ SLE - Sara Lee Corporation Reduce 9.81% 1,393 0.00
☰ BRYG - Berkshire Hathaway - Class B Reduce 10.19% 69 0.03
☰ FBF - Fleet Boston Financial Corp Reduce 13.39% 72,866 0.40
☰ BAC - Bank of America Corp. Reduce 13.54% 47,160 0.57
☰ CMA - Comerica Bank Reduce 15.69% 40,577 0.43
☰ BIM - Biomet Reduce 19.17% 3,735 0.02
☰ LEHMQ - Lehman Brothers Reduce 19.75% 5,670 0.06
☰ HD - Home Depot Reduce 23.82% 2,950 0.02
☰ SUNW - Sun Microsystems Inc. Reduce 32.28% 9,110 0.01
☰ CSCO - Cisco Systems Reduce 37.79% 11,181 0.03
☰ WMT - Walmart Inc. Reduce 39.71% 7,233 0.07
☰ IBM - International Business Machines Corp. Reduce 40.92% 3,621 0.05
☰ AGR/B - Agere Systems Inc - CL B Reduce 51.11% 244,515 0.06
☰ PNC - PNC Financial Services Reduce 77.08% 65,490 0.59
☰ 6686 - Motorola Inc Reduce 78.89% 287,165 0.72
☰ 6684 - Hewlett-Packard Co. Reduce 98.49% 668,202 1.75
☰ BSX - Boston Scientific Sell 100.00% 355,831 1.79
☰ CLE - Claire's Stores Sell 100.00% 433,552 1.70
☰ KYOCY - Kyocera Corp - Spons ADR Sell 100.00% 102,125 1.29
☰ FDX - FedEx Corp. Sell 100.00% 92,730 0.85
☰ GD - General Dynamics Sell 100.00% 11,634 0.21
☰ PSMT - PriceSmart, Inc. Sell 100.00% 8,050 0.05
☰ 3621240Q - Bank One Corporation Sell 100.00% 6,437 0.04
☰ ADP - Automatic Data Processing Inc. Sell 100.00% 5,233 0.04
☰ AME - Ametek Inc. Sell 100.00% 6,100 0.04
☰ RDPL - Royal Dutch Petr. Sell 100.00% 3,800 0.04
☰ SWPPX - Schwab S&P 500 Fund Sell 100.00% 16,128 0.04
☰ TGT - Target Corp. Sell 100.00% 5,410 0.04
☰ UNH - United Health Group Inc. Sell 100.00% 2,570 0.04
☰ VRDE - Veridien Corp Sell 100.00% 60,000 0.00
Q2 2002
☰ AXP - American Express Reduce 0.05% 140 0.00
☰ FDX - FedEx Corp. Reduce 0.54% 500 0.00
☰ HUB - Chubb Corp. Reduce 0.82% 290 0.00
☰ KYOCY - Kyocera Corp - Spons ADR Reduce 1.53% 1,590 0.02
☰ LEG - Leggett & Platt Inc. Reduce 1.95% 5,175 0.02
☰ CMA - Comerica Bank Reduce 3.62% 9,725 0.09
☰ AAIG - American International Group I Reduce 3.68% 11,746 0.13
☰ BP - BP plc Reduce 5.61% 343 0.00
☰ BAC - Bank of America Corp. Reduce 6.12% 22,693 0.24
☰ GS - Goldman Sachs Group Reduce 6.62% 1,765 0.02
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 8.73% 16,170 0.20
☰ KO - Coca Cola Co. Reduce 9.19% 2,745 0.02
☰ WYE - Wyeth Reduce 9.31% 1,900 0.02
☰ HIG - Hartford Financial Svc.Gp. Reduce 9.58% 3,175 0.03
☰ FTU - Wachovia Corp. Reduce 9.59% 35,175 0.20
☰ KRB - MBNA Corp. Reduce 9.61% 8,375 0.05
☰ SUU - Suntrust Banks Inc. Reduce 10.13% 4,515 0.05
☰ 2727195Q - Household International Reduce 10.15% 4,640 0.04
☰ PNC - PNC Financial Services Reduce 10.23% 9,685 0.09
☰ ADP - Automatic Data Processing Inc. Reduce 10.29% 600 0.01
☰ JHF - John Hancock Financial Service Reduce 10.88% 3,394 0.02
☰ 2676187Q - SouthTrust Corp. Reduce 10.90% 4,650 0.02
☰ BRYG - Berkshire Hathaway - Class B Reduce 10.92% 83 0.03
☰ PFE - Pfizer Inc. Reduce 10.94% 2,002 0.01
☰ MTG - MGIC Investment Corp. Reduce 11.47% 975 0.01
☰ CFC - Countrywide Credit Inds. Inc. Reduce 14.02% 1,850 0.01
☰ CLE - Claire's Stores Reduce 15.14% 77,359 0.23
☰ ALL - Allstate Corp. Reduce 25.14% 21,275 0.13
☰ WAMUQ - Washington Mutual Inc. Reduce 25.85% 28,300 0.14
☰ WFC - Wells Fargo Reduce 29.44% 80,160 0.62
☰ SLE - Sara Lee Corporation Reduce 34.86% 7,600 0.02
☰ MAN - ManpowerGroup Reduce 37.88% 127,985 0.77
☰ 6686 - Motorola Inc Reduce 41.39% 257,073 0.57
☰ ORBT - Orbit International Corp Reduce 42.68% 15,650 0.01
☰ AFL - AFLAC Inc. Reduce 46.19% 36,400 0.17
☰ VZ - Verizon Communications Reduce 47.68% 34,810 0.14
☰ BSX - Boston Scientific Reduce 52.34% 390,775 1.52
☰ HNZ - H.J. Heinz Company Sell 100.00% 237,260 1.53
☰ SPNT - Sprint Corp. (Fon Group) Sell 100.00% 591,792 1.41
☰ 680884Q - Compaq Computer Sell 100.00% 745,562 1.21
☰ JPI - Jefferson-Pilot Corp. Sell 100.00% 19,662 0.15
☰ TXT - Textron Inc. Sell 100.00% 5,965 0.05
Q1 2002
☰ FDX - FedEx Corp. Reduce 0.11% 100 0.00
☰ CSC - Computer Sciences Corp. Reduce 0.12% 265 0.00
☰ LEG - Leggett & Platt Inc. Reduce 0.62% 1,650 0.01
☰ JNJ - Johnson & Johnson Reduce 0.75% 898 0.01
☰ CMA - Comerica Bank Reduce 0.80% 2,163 0.02
☰ MER - Merrill Lynch & Co. Reduce 1.09% 998 0.01
☰ HNZ - H.J. Heinz Company Reduce 1.40% 3,375 0.02
☰ BRYG - Berkshire Hathaway - Class B Reduce 1.81% 14 0.01
☰ GS - Goldman Sachs Group Reduce 2.02% 550 0.01
☰ LEHMQ - Lehman Brothers Reduce 2.44% 700 0.01
☰ CFC - Countrywide Credit Inds. Inc. Reduce 2.58% 350 0.00
☰ MTG - MGIC Investment Corp. Reduce 2.58% 225 0.00
☰ KRB - MBNA Corp. Reduce 3.14% 2,825 0.02
☰ JHF - John Hancock Financial Service Reduce 3.15% 1,015 0.01
☰ ALL - Allstate Corp. Reduce 3.45% 3,025 0.02
☰ BAC - Bank of America Corp. Reduce 3.81% 14,695 0.15
☰ MET - MetLife Inc. Reduce 3.87% 3,258 0.02
☰ 2727195Q - Household International Reduce 4.22% 2,016 0.02
☰ SBC - SBC Communications Corp. Reduce 5.81% 435 0.00
☰ 6683 - General Electric Co. Reduce 6.26% 7,565 0.05
☰ IBM - International Business Machines Corp. Reduce 6.66% 441 0.01
☰ BP - BP plc Reduce 7.56% 500 0.00
☰ ABT - Abbott Labs Reduce 8.22% 16,425 0.15
☰ CSCO - Cisco Systems Reduce 8.69% 2,200 0.01
☰ AME - Ametek Inc. Reduce 8.96% 600 0.00
☰ INTC - Intel Corp. Reduce 9.32% 4,580 0.02
☰ BLS - Bellsouth Corp. Reduce 9.52% 1,207 0.01
☰ XOM - Exxon Mobil Corp. Reduce 12.35% 7,610 0.05
☰ RDPL - Royal Dutch Petr. Reduce 13.64% 600 0.01
☰ TXT - Textron Inc. Reduce 13.74% 950 0.01
☰ WAMUQ - Washington Mutual Inc. Reduce 15.29% 19,768 0.11
☰ 2674129Q - Sky Financial Group Inc. Reduce 20.26% 3,800 0.01
☰ SLE - Sara Lee Corporation Reduce 20.44% 5,600 0.02
☰ WMT - Walmart Inc. Reduce 22.74% 3,270 0.03
☰ 2676187Q - SouthTrust Corp. Reduce 25.07% 14,275 0.06
☰ ADP - Automatic Data Processing Inc. Reduce 32.43% 2,800 0.03
☰ PFE - Pfizer Inc. Reduce 34.09% 9,463 0.06
☰ LUMN - Lumen Technologies Inc. Sell 100.00% 388,833 2.09
☰ ODP - Office Depot Inc. Sell 100.00% 629,508 1.91
☰ FDCP - First Data Corp. Sell 100.00% 120,010 1.54
☰ BOL - Bausch & Lomb Sell 100.00% 144,751 0.89
☰ 3621240Q - Bank One Corporation Sell 100.00% 119,754 0.77
☰ USB - U.S. Bancorp Sell 100.00% 205,552 0.70
☰ 8138927Q - 3 Com Corp. Sell 100.00% 514,975 0.54
☰ MRSH - Marsh Sell 100.00% 23,025 0.40
☰ MEL - Mellon Financial Corp. Sell 100.00% 58,035 0.36
☰ NCC - National City Corp Sell 100.00% 63,073 0.30
☰ 365164Q - St. Paul Co. Sell 100.00% 36,280 0.26
☰ AHP - American Home Products, Inc. Sell 100.00% 21,475 0.22
☰ BEN - Franklin Resources Inc. Sell 100.00% 31,100 0.18
☰ MBI - MBIA Inc. Sell 100.00% 19,810 0.17
☰ SCHW - Charles Schwab Corp. Sell 100.00% 67,025 0.17
☰ COF - Capital One Financial Sell 100.00% 17,615 0.16
☰ LNC - Lincoln National Sell 100.00% 20,750 0.16
☰ UNM - Unum Group Sell 100.00% 28,925 0.13
☰ DOW - Dow Inc. Sell 100.00% 10,428 0.06
☰ MH - Minnesota Mining and Manufactu Sell 100.00% 3,150 0.06
☰ AMGN - Amgen Sell 100.00% 3,945 0.04
☰ SNA - Snap-On Inc. Sell 100.00% 6,300 0.03
☰ PVN - Providian Corp. Sell 100.00% 30,915 0.02
☰ 807830Q - Pelican Financial Inc. Sell 100.00% 16,000 0.01
Q4 2001
☰ AHP - American Home Products, Inc. Reduce 0.13% 27 0.00
☰ GDT - Guidant Corp. Reduce 0.18% 240 0.00
☰ MRSH - Marsh Reduce 0.22% 50 0.00
☰ LEG - Leggett & Platt Inc. Reduce 0.34% 900 0.00
☰ DOW - Dow Inc. Reduce 0.36% 38 0.00
☰ SCHW - Charles Schwab Corp. Reduce 0.59% 400 0.00
☰ USB - U.S. Bancorp Reduce 0.77% 1,600 0.01
☰ BOL - Bausch & Lomb Reduce 0.82% 1,196 0.01
☰ BSX - Boston Scientific Reduce 1.02% 7,525 0.03
☰ MAN - ManpowerGroup Reduce 1.55% 5,025 0.03
☰ BP - BP plc Reduce 2.22% 150 0.00
☰ PVN - Providian Corp. Reduce 3.13% 1,000 0.00
☰ SBC - SBC Communications Corp. Reduce 3.49% 271 0.00
☰ FPFCQ - First Place Financial Corp. Reduce 4.58% 1,284 0.00
☰ ABT - Abbott Labs Reduce 6.08% 12,925 0.13
☰ SUNW - Sun Microsystems Inc. Reduce 8.65% 2,130 0.00
☰ BMY - Bristol-Myers Squibb Reduce 10.19% 2,377 0.03
☰ 3423152Q - Electronic Data Systems Reduce 10.59% 16,610 0.19
☰ 6686 - Motorola Inc Reduce 10.76% 57,200 0.18
☰ ORBT - Orbit International Corp Reduce 12.00% 5,000 0.00
☰ 2727195Q - Household International Reduce 12.77% 6,989 0.08
☰ CSCO - Cisco Systems Reduce 13.51% 3,956 0.01
☰ ODP - Office Depot Inc. Reduce 24.04% 199,250 0.53
☰ FDCP - First Data Corp. Reduce 25.02% 40,055 0.46
☰ 680884Q - Compaq Computer Reduce 26.31% 254,806 0.42
☰ AMGN - Amgen Reduce 33.36% 1,975 0.02
☰ FMCC - Freddie Mac Reduce 35.73% 75,165 0.96
☰ 8138927Q - 3 Com Corp. Reduce 43.21% 391,791 0.29
☰ TXT - Textron Inc. Reduce 65.63% 13,205 0.09
☰ IT/B - Gartner Inc. - B Sell 100.00% 457,134 0.78
☰ FITB - Fifth Third Bancorp Sell 100.00% 32,505 0.39
☰ KEY - KeyCorp Sell 100.00% 51,050 0.24
☰ IT - Gartner Inc. Sell 100.00% 54,000 0.10
☰ GATX - GATX Corp Sell 100.00% 10,995 0.07
☰ JANSX - Tyrus Group (Church) Units Tyrus Group (Clearfield) Units Tyrus Group Units Tyrus Group Units Tyrus Group Units Tyrus Group Units Janus Fund Sell 100.00% 14,300 0.06
☰ GBLXQ - Global Crossing Ltd. Sell 100.00% 132,754 0.05
☰ MDT - Medtronic plc Sell 100.00% 6,397 0.05
☰ CL - Colgate-Palmolive Sell 100.00% 3,442 0.04
☰ WCOEQ - WorldCom Inc. Sell 100.00% 11,181 0.03
☰ MAXF - Maxcor Financial Group Sell 100.00% 20,000 0.01
Q3 2001
☰ FMCC - Freddie Mac Reduce 0.32% 670 0.01
☰ MRSH - Marsh Reduce 0.32% 75 0.00
☰ 3423152Q - Electronic Data Systems Reduce 0.89% 1,410 0.02
☰ 2674129Q - Sky Financial Group Inc. Reduce 1.12% 200 0.00
☰ IT/B - Gartner Inc. - B Reduce 1.30% 6,025 0.01
☰ 2727195Q - Household International Reduce 1.63% 909 0.01
☰ BRYG - Berkshire Hathaway - Class B Reduce 1.92% 15 0.01
☰ BAC - Bank of America Corp. Reduce 2.10% 8,145 0.09
☰ CFC - Countrywide Credit Inds. Inc. Reduce 2.37% 325 0.00
☰ ABT - Abbott Labs Reduce 2.57% 5,615 0.05
☰ GBLXQ - Global Crossing Ltd. Reduce 2.73% 3,732 0.01
☰ BP - BP plc Reduce 3.26% 228 0.00
☰ MTG - MGIC Investment Corp. Reduce 3.37% 300 0.00
☰ SUU - Suntrust Banks Inc. Reduce 3.44% 1,018 0.01
☰ HUB - Chubb Corp. Reduce 3.53% 965 0.01
☰ MET - MetLife Inc. Reduce 3.61% 3,142 0.02
☰ KO - Coca Cola Co. Reduce 3.98% 1,145 0.01
☰ SCHW - Charles Schwab Corp. Reduce 4.33% 3,050 0.01
☰ WAMUQ - Washington Mutual Inc. Reduce 4.33% 5,000 0.03
☰ LEHMQ - Lehman Brothers Reduce 4.36% 1,300 0.02
☰ HIG - Hartford Financial Svc.Gp. Reduce 4.43% 1,325 0.02
☰ NCC - National City Corp Reduce 4.46% 2,925 0.02
☰ PVN - Providian Corp. Reduce 4.49% 1,500 0.02
☰ LNC - Lincoln National Reduce 4.51% 972 0.01
☰ 3621240Q - Bank One Corporation Reduce 4.54% 5,692 0.04
☰ ALL - Allstate Corp. Reduce 4.54% 4,150 0.03
☰ KRB - MBNA Corp. Reduce 4.56% 4,275 0.03
☰ JPI - Jefferson-Pilot Corp. Reduce 4.60% 926 0.01
☰ KEY - KeyCorp Reduce 4.80% 2,575 0.01
☰ FITB - Fifth Third Bancorp Reduce 5.07% 1,735 0.02
☰ SLE - Sara Lee Corporation Reduce 5.43% 1,000 0.00
☰ BEN - Franklin Resources Inc. Reduce 5.64% 1,848 0.02
☰ CL - Colgate-Palmolive Reduce 12.68% 500 0.01
☰ MEL - Mellon Financial Corp. Reduce 12.80% 8,458 0.07
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 17.76% 24,437 0.38
☰ USB - U.S. Bancorp Reduce 21.40% 56,405 0.23
☰ 2676187Q - SouthTrust Corp. Reduce 42.25% 24,525 0.11
☰ BMY - Bristol-Myers Squibb Reduce 44.18% 18,468 0.18
☰ MBI - MBIA Inc. Reduce 73.85% 55,582 0.56
☰ VZ - Verizon Communications Reduce 75.10% 181,217 1.60
☰ AHP - American Home Products, Inc. Reduce 81.16% 92,616 0.99
☰ IT - Gartner Inc. Reduce 85.43% 316,575 0.63
☰ 41018Q - Wachovia Corp. Sell 100.00% 112,440 1.46
☰ EFX - Equifax Inc. Sell 100.00% 216,417 1.45
☰ SHW - Sherwin-Williams Sell 100.00% 266,620 1.08
☰ ARW - Arrow Electronics Sell 100.00% 199,664 0.88
☰ SRM - Sensormatic Electronics Sell 100.00% 261,150 0.81
☰ 950967Q - American General Corp. Sell 100.00% 54,493 0.46
☰ STT - State Street Corp. Sell 100.00% 31,332 0.28
☰ TMJ - Torchmark Corp. Sell 100.00% 22,325 0.16
☰ 2942331Q - Bear Stearns Companies Sell 100.00% 12,907 0.14
☰ NTRS - Northern Trust Corp. Sell 100.00% 11,845 0.13
☰ PGR - Progressive Corp. Sell 100.00% 3,410 0.08
☰ BID - Sotheby's Holdings Inc. Class Sell 100.00% 20,200 0.06
☰ PG - Procter & Gamble Sell 100.00% 5,100 0.06
☰ 9489 - At&t Sell 100.00% 12,673 0.05
☰ AES - AES Corporation Sell 100.00% 4,944 0.04
☰ AME - Ametek Inc. Sell 100.00% 6,700 0.04
☰ HON - Honeywell Int'l Inc. Sell 100.00% 6,600 0.04
Q2 2001
☰ 6686 - Motorola Inc Reduce 0.31% 1,578 0.00
☰ IT - Gartner Inc. Reduce 0.39% 1,450 0.00
☰ BP - BP plc Reduce 0.58% 41 0.00
☰ DOW - Dow Inc. Reduce 1.42% 150 0.00
☰ 41018Q - Wachovia Corp. Reduce 2.39% 2,750 0.03
☰ C - Citigroup Inc. Reduce 3.32% 20,224 0.18
☰ ARW - Arrow Electronics Reduce 3.62% 7,491 0.03
☰ CFC - Countrywide Credit Inds. Inc. Reduce 3.85% 550 0.01
☰ AAIG - American International Group I Reduce 3.86% 10,498 0.16
☰ 2307532Q - American Power Conversion Reduce 4.90% 29,150 0.07
☰ 950967Q - American General Corp. Reduce 4.92% 2,817 0.02
☰ IT/B - Gartner Inc. - B Reduce 5.92% 29,166 0.04
☰ WFC - Wells Fargo Reduce 6.24% 12,645 0.12
☰ TMJ - Torchmark Corp. Reduce 6.30% 1,502 0.01
☰ AXP - American Express Reduce 6.40% 13,129 0.10
☰ FMCC - Freddie Mac Reduce 6.70% 15,149 0.19
☰ PVN - Providian Corp. Reduce 6.79% 2,435 0.02
☰ COF - Capital One Financial Reduce 6.80% 790 0.01
☰ MTG - MGIC Investment Corp. Reduce 6.81% 650 0.01
☰ BK - Bank of New York Reduce 6.83% 3,950 0.04
☰ 2942331Q - Bear Stearns Companies Reduce 6.86% 950 0.01
☰ GBLXQ - Global Crossing Ltd. Reduce 7.04% 10,329 0.03
☰ BEN - Franklin Resources Inc. Reduce 7.08% 2,497 0.02
☰ 2727195Q - Household International Reduce 7.10% 4,256 0.05
☰ PNC - PNC Financial Services Reduce 7.24% 3,265 0.04
☰ SCHW - Charles Schwab Corp. Reduce 7.36% 5,600 0.02
☰ LNC - Lincoln National Reduce 7.52% 1,753 0.01
☰ MEL - Mellon Financial Corp. Reduce 7.52% 5,375 0.04
☰ MRSH - Marsh Reduce 7.53% 1,885 0.03
☰ FDCP - First Data Corp. Reduce 7.58% 13,090 0.15
☰ 9489 - At&t Reduce 7.62% 1,045 0.00
☰ NTRS - Northern Trust Corp. Reduce 7.71% 990 0.01
☰ 3621240Q - Bank One Corporation Reduce 7.73% 10,500 0.07
☰ NCC - National City Corp Reduce 7.77% 5,525 0.03
☰ KRB - MBNA Corp. Reduce 8.14% 8,300 0.05
☰ MER - Merrill Lynch & Co. Reduce 8.32% 7,536 0.08
☰ IBM - International Business Machines Corp. Reduce 8.78% 481 0.01
☰ SBC - SBC Communications Corp. Reduce 9.13% 758 0.01
☰ ALL - Allstate Corp. Reduce 9.36% 9,429 0.08
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 10.67% 16,443 0.25
☰ SLE - Sara Lee Corporation Reduce 11.11% 2,300 0.01
☰ BAC - Bank of America Corp. Reduce 11.23% 49,083 0.52
☰ AHP - American Home Products, Inc. Reduce 11.63% 15,013 0.17
☰ NVS - Novartis AG Reduce 12.83% 18,785 0.15
☰ GAP - Gap Inc. Reduce 14.63% 23,422 0.11
☰ BLS - Bellsouth Corp. Reduce 16.78% 1,229 0.01
☰ 3423152Q - Electronic Data Systems Reduce 19.28% 37,824 0.41
☰ LEHMQ - Lehman Brothers Reduce 19.88% 7,400 0.09
☰ FITB - Fifth Third Bancorp Reduce 23.19% 10,335 0.11
☰ SUU - Suntrust Banks Inc. Reduce 25.52% 10,135 0.13
☰ MTB - M&T Bank Corp. Reduce 28.57% 2,000 0.03
☰ KEY - KeyCorp Reduce 29.51% 22,450 0.11
☰ BRYG - Berkshire Hathaway - Class B Reduce 34.04% 404 0.17
☰ BOL - Bausch & Lomb Reduce 35.48% 71,133 0.62
☰ EFX - Equifax Inc. Reduce 41.05% 150,693 0.91
☰ PGR - Progressive Corp. Reduce 59.84% 5,080 0.10
☰ 3285Q - J. P. Morgan Chase & Co. Sell 100.00% 261,633 2.26
☰ VSH - Vishay Intertechnology Sell 100.00% 308,927 1.18
☰ STJ - St. Jude Medical Inc. Sell 100.00% 71,875 0.74
☰ WL - Wilmington Trust Sell 100.00% 796,207 0.50
☰ TFC - Truist Financial Corp. Sell 100.00% 28,590 0.19
☰ PBI - Pitney Bowes, Inc. Sell 100.00% 26,515 0.18
☰ MCD - McDonald's Corp. Sell 100.00% 8,800 0.05
☰ TROW - T. Rowe Price Group Sell 100.00% 7,955 0.05
☰ IBC - IBP, Inc. Sell 100.00% 10,000 0.03
Q1 2001
☰ ODP - Office Depot Inc. Reduce 0.77% 1,875 0.00
☰ CSCO - Cisco Systems Reduce 3.53% 525 0.01
☰ MRKC - Merck & Co., Inc. Reduce 4.13% 2,025 0.04
☰ KO - Coca Cola Co. Reduce 4.30% 1,254 0.02
☰ BIM - Biomet Reduce 6.67% 750 0.01
☰ VSH - Vishay Intertechnology Reduce 7.80% 26,132 0.19
☰ IBM - International Business Machines Corp. Reduce 10.61% 650 0.02
☰ FDCP - First Data Corp. Reduce 11.01% 21,365 0.20
☰ 3423152Q - Electronic Data Systems Reduce 12.32% 27,560 0.27
☰ GBLXQ - Global Crossing Ltd. Reduce 13.78% 23,460 0.17
☰ XOM - Exxon Mobil Corp. Reduce 13.89% 3,495 0.08
☰ SCHW - Charles Schwab Corp. Reduce 16.52% 15,050 0.13
☰ BOL - Bausch & Lomb Reduce 18.12% 44,375 0.42
☰ BP - BP plc Reduce 28.45% 2,798 0.03
☰ BMY - Bristol-Myers Squibb Reduce 30.27% 17,522 0.24
☰ COF - Capital One Financial Reduce 33.76% 5,925 0.10
☰ 2942331Q - Bear Stearns Companies Reduce 34.16% 7,190 0.11
☰ IT/B - Gartner Inc. - B Reduce 35.10% 266,225 0.69
☰ STJ - St. Jude Medical Inc. Reduce 72.28% 187,450 2.29
☰ SRM - Sensormatic Electronics Sell 100.00% 659,880 2.37
☰ SHX - Shaw Industries Sell 100.00% 299,062 1.33
☰ 3253Q - Aetna Inc. Sell 100.00% 86,909 1.21
☰ MAT - Mattel Inc. Sell 100.00% 410,316 1.10
☰ 845780Q - Albertson's, Inc. Sell 100.00% 209,215 1.05
☰ 3277Q - J P Morgan Co. Sell 100.00% 20,509 0.80
☰ AFS - Associates First Capital Corp. Sell 100.00% 77,742 0.71
☰ TUPBQ - Tupperware Corp. Sell 100.00% 131,410 0.57
☰ 3346Q - U.S. Bancorp Sell 100.00% 76,600 0.42
☰ CI - Cigna Group Sell 100.00% 14,370 0.36
☰ 3075558Q - Summit Bancorp Sell 100.00% 33,781 0.28
☰ AGRE - American Greetings - A Sell 100.00% 55,200 0.23
☰ BDX - Becton Dickinson Sell 100.00% 13,155 0.08
☰ AME - Ametek Inc. Sell 100.00% 12,000 0.06
☰ AOL - America Online Sell 100.00% 4,550 0.06
☰ 253647Q - Time Warner Sell 100.00% 2,600 0.05
☰ CL - Colgate-Palmolive Sell 100.00% 4,800 0.05
Q3 2000
☰ VSH - Vishay Intertechnology Reduce 0.16% 543 0.01
☰ MAT - Mattel Inc. Reduce 0.25% 1,025 0.01
☰ JNJ - Johnson & Johnson Reduce 0.27% 100 0.00
☰ GBLXQ - Global Crossing Ltd. Reduce 0.35% 600 0.01
☰ 748957Q - Pharmacia Corporation Reduce 0.49% 660 0.01
☰ CMA - Comerica Bank Reduce 1.01% 1,030 0.02
☰ AGRE - American Greetings - A Reduce 1.16% 650 0.00
☰ 6683 - General Electric Co. Reduce 1.20% 881 0.02
☰ STJ - St. Jude Medical Inc. Reduce 1.76% 4,650 0.08
☰ MRKC - Merck & Co., Inc. Reduce 2.44% 1,225 0.04
☰ MBI - MBIA Inc. Reduce 3.19% 350 0.01
☰ 3253Q - Aetna Inc. Reduce 4.69% 4,275 0.11
☰ SHX - Shaw Industries Reduce 6.52% 20,875 0.10
☰ BP - BP plc Reduce 11.69% 1,302 0.03
☰ TUPBQ - Tupperware Corp. Reduce 21.04% 35,025 0.30
☰ NVS - Novartis AG Reduce 22.72% 33,252 0.74
☰ ODP - Office Depot Inc. Reduce 57.17% 323,450 0.79
☰ ALU - Alcatel SA Sell 100.00% 148,195 3.88
☰ EKDKQ - Eastman Kodak, Co. Sell 100.00% 114,262 2.67
☰ 9486 - Bell Atlantic Corp. Sell 100.00% 71,742 1.43
☰ 3161655Q - Mandalay Resort Group Sell 100.00% 85,975 0.68
☰ TYI - Tyco International LTD. Sell 100.00% 19,200 0.36
☰ 571300Q - GTE Corp. Sell 100.00% 13,232 0.32
☰ TXN - Texas Instruments Sell 100.00% 3,800 0.10
☰ WCOEQ - WorldCom Inc. Sell 100.00% 5,134 0.09
☰ ADI - Analog Devices Sell 100.00% 2,632 0.08
☰ KSE - Keyspan Corp. Sell 100.00% 6,794 0.08
☰ TSTY - Tasty Baking Co. Sell 100.00% 10,935 0.06
Q2 2000
☰ SRM - Sensormatic Electronics Reduce 0.02% 125 0.00
☰ 8138927Q - 3 Com Corp. Reduce 0.18% 200 0.00
☰ AHP - American Home Products, Inc. Reduce 0.28% 350 0.01
☰ XOM - Exxon Mobil Corp. Reduce 0.59% 136 0.00
☰ 3253Q - Aetna Inc. Reduce 0.92% 850 0.02
☰ AGRE - American Greetings - A Reduce 0.98% 550 0.00
☰ KO - Coca Cola Co. Reduce 1.03% 299 0.01
☰ EKDKQ - Eastman Kodak, Co. Reduce 1.13% 1,305 0.03
☰ SUNW - Sun Microsystems Inc. Reduce 1.26% 100 0.00
☰ GBLXQ - Global Crossing Ltd. Reduce 1.62% 2,805 0.04
☰ MRKC - Merck & Co., Inc. Reduce 1.76% 900 0.02
☰ ABT - Abbott Labs Reduce 1.89% 3,500 0.05
☰ MAT - Mattel Inc. Reduce 2.01% 8,450 0.03
☰ FDCP - First Data Corp. Reduce 2.05% 3,925 0.07
☰ WL - Wilmington Trust Reduce 3.24% 1,050 0.02
☰ SHX - Shaw Industries Reduce 4.41% 14,753 0.09
☰ 3161655Q - Mandalay Resort Group Reduce 6.73% 6,200 0.04
☰ STJ - St. Jude Medical Inc. Reduce 10.58% 31,240 0.31
☰ HUB - Chubb Corp. Reduce 12.06% 825 0.02
☰ TUPBQ - Tupperware Corp. Reduce 13.34% 25,625 0.15
☰ BLS - Bellsouth Corp. Reduce 13.50% 912 0.02
☰ ALU - Alcatel SA Reduce 16.34% 28,935 0.47
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 17.85% 1,900 0.04
☰ 41018Q - Wachovia Corp. Reduce 31.68% 4,890 0.13
☰ ADI - Analog Devices Reduce 39.24% 1,700 0.05
☰ 597946Q - Sterling Software Sell 100.00% 260,725 3.24
☰ 285939Q - Pharmacia/Upjohn Sell 100.00% 110,993 2.51
☰ IV - Mark IV Industries Inc. Sell 100.00% 286,151 2.40
☰ TOY - Toys "R" Us Sell 100.00% 184,630 1.04
☰ TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 69,750 0.99
☰ 3621240Q - Bank One Corporation Sell 100.00% 42,139 0.55
☰ 300583Q - Atlantic Richfield Co. Sell 100.00% 4,900 0.16
☰ UNH - United Health Group Inc. Sell 100.00% 6,150 0.14
☰ 253647Q - Time Warner Sell 100.00% 2,600 0.10
☰ SPNT - Sprint Corp. (Fon Group) Sell 100.00% 3,726 0.09
☰ 3285Q - Chase Manahattan Corp. Sell 100.00% 2,512 0.08
☰ LDDS - MCI WorldCom Inc. Sell 100.00% 4,484 0.08
Q1 2000
☰ MRKC - Merck & Co., Inc. Reduce 2.37% 1,242 0.03
☰ 680884Q - Compaq Computer Reduce 2.78% 5,100 0.05
☰ C - Citigroup Inc. Reduce 4.28% 560 0.01
☰ STJ - St. Jude Medical Inc. Reduce 5.84% 18,325 0.18
☰ TYI - Tyco International LTD. Reduce 6.20% 1,270 0.02
☰ SUNW - Sun Microsystems Inc. Reduce 7.01% 600 0.02
☰ BOL - Bausch & Lomb Reduce 8.56% 12,834 0.29
☰ BAC - Bank of America Corp. Reduce 8.79% 9,888 0.16
☰ 845780Q - Albertson's, Inc. Reduce 9.49% 17,450 0.18
☰ 9486 - Bell Atlantic Corp. Reduce 11.70% 6,224 0.13
☰ 300583Q - Atlantic Richfield Co. Reduce 11.79% 655 0.02
☰ ODP - Office Depot Inc. Reduce 11.93% 74,950 0.27
☰ MAN - ManpowerGroup Reduce 12.11% 32,735 0.40
☰ 597946Q - Sterling Software Reduce 12.65% 37,775 0.39
☰ SPNT - Sprint Corp. (Fon Group) Reduce 12.90% 552 0.01
☰ AHP - American Home Products, Inc. Reduce 13.28% 19,225 0.25
☰ IV - Mark IV Industries Inc. Reduce 13.49% 44,612 0.26
☰ TUPBQ - Tupperware Corp. Reduce 14.64% 32,950 0.18
☰ 253647Q - Time Warner Reduce 14.75% 450 0.01
☰ ALU - Alcatel SA Reduce 14.96% 31,150 0.46
☰ SRM - Sensormatic Electronics Reduce 15.33% 105,525 0.60
☰ 571300Q - GTE Corp. Reduce 15.35% 2,400 0.06
☰ VSH - Vishay Intertechnology Reduce 15.47% 53,393 0.55
☰ 3423152Q - Electronic Data Systems Reduce 15.96% 23,280 0.51
☰ FDCP - First Data Corp. Reduce 16.15% 36,865 0.59
☰ EKDKQ - Eastman Kodak, Co. Reduce 16.22% 22,379 0.49
☰ SHX - Shaw Industries Reduce 16.25% 64,930 0.33
☰ INTC - Intel Corp. Reduce 17.27% 1,430 0.04
☰ TOY - Toys "R" Us Reduce 17.80% 39,975 0.19
☰ 3621240Q - Bank One Corporation Reduce 18.00% 9,249 0.10
☰ 3285Q - Chase Manahattan Corp. Reduce 18.81% 582 0.02
☰ 8138927Q - 3 Com Corp. Reduce 19.94% 28,075 0.43
☰ 285939Q - Pharmacia/Upjohn Reduce 20.69% 28,949 0.43
☰ 3253Q - Aetna Inc. Reduce 20.88% 24,285 0.44
☰ GBLXQ - Global Crossing Ltd. Reduce 20.96% 46,045 0.75
☰ 3161655Q - Mandalay Resort Group Reduce 21.77% 25,650 0.17
☰ 6686 - Motorola Inc Reduce 22.57% 19,450 0.94
☰ MSFT - Microsoft Corp. Reduce 23.24% 2,420 0.09
☰ AME - Ametek Inc. Reduce 25.00% 4,000 0.03
☰ ARW - Arrow Electronics Reduce 26.93% 64,500 0.54
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 28.10% 4,160 0.08
☰ 6683 - General Electric Co. Reduce 29.97% 11,777 0.60
☰ WL - Wilmington Trust Reduce 31.16% 14,675 0.23
☰ AAIG - American International Group I Reduce 32.20% 1,128 0.04
☰ XOM - Exxon Mobil Corp. Reduce 34.19% 11,945 0.31
☰ 9489 - At&t Reduce 35.36% 5,579 0.09
☰ SBC - SBC Communications Corp. Reduce 44.34% 4,439 0.07
☰ BLS - Bellsouth Corp. Reduce 49.31% 6,572 0.10
☰ AOL - America Online Reduce 49.72% 4,400 0.11
☰ BMY - Bristol-Myers Squibb Reduce 55.02% 64,932 1.36
☰ AXP - American Express Reduce 61.66% 30,773 1.67
☰ IBM - International Business Machines Corp. Reduce 65.72% 10,010 0.35
☰ 3277Q - J P Morgan Co. Reduce 72.04% 5,722 0.24
☰ SLB - Schlumberger Ltd. Sell 100.00% 73,395 1.35
☰ 2951 - Philip Morris Co., Inc. Sell 100.00% 148,985 1.12
☰ PRDCQ - Polaroid Inc. Sell 100.00% 140,183 0.86
☰ 920479Q - Lone Star Steakhouse & Saloon Sell 100.00% 169,475 0.49
☰ 2942331Q - Bear Stearns Companies Sell 100.00% 24,325 0.34
☰ ZZEDW - Associated Group - Class B Sell 100.00% 9,000 0.27
☰ 2235894Q - Lucent Technologies Sell 100.00% 8,431 0.21
☰ 6684 - Hewlett-Packard Inc. Sell 100.00% 5,475 0.20
☰ PG - Procter & Gamble Sell 100.00% 5,162 0.19
☰ WMT - Walmart Inc. Sell 100.00% 8,390 0.19
☰ DD - DuPont de Nemours Inc. Sell 100.00% 6,749 0.15
☰ AMGN - Amgen Sell 100.00% 7,000 0.14
☰ BK - Bank of New York Sell 100.00% 10,870 0.14
☰ WLA - Warner-Lambert Company Sell 100.00% 5,081 0.14
☰ BDX - Becton Dickinson Sell 100.00% 13,400 0.12
☰ NLOK - Symantec Corp. Sell 100.00% 5,500 0.11
☰ DIS - Walt Disney Co. Sell 100.00% 10,117 0.10
☰ MH - Minnesota Mining and Manufactu Sell 100.00% 3,078 0.10
☰ CARY - Carey International Sell 100.00% 11,900 0.09
☰ MER - Merrill Lynch & Co. Sell 100.00% 3,430 0.09
☰ GLW - Corning Inc. Sell 100.00% 1,780 0.08
☰ PEG - Public Serv. Enterprise Inc. Sell 100.00% 6,984 0.08
☰ PEP - PepsiCo Inc. Sell 100.00% 6,621 0.08
☰ BAX - Baxter International Inc. Sell 100.00% 3,360 0.07
☰ GPUI - GPU Inc. Sell 100.00% 7,699 0.07
☰ PPG - PPG Industries Sell 100.00% 3,300 0.07
☰ HD - Home Depot Sell 100.00% 2,490 0.06
☰ MCD - McDonald's Corp. Sell 100.00% 4,800 0.06
☰ UCFC - United Community Financial Sell 100.00% 15,887 0.05
☰ USON - US Oncology Inc. Sell 100.00% 10,500 0.02
Q4 1999
☰ KO - Coca Cola Co. Reduce 0.09% 25 0.00
☰ AAIG - American International Group I Reduce 0.37% 13 0.00
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 0.55% 250 0.00
☰ 9486 - Bell Atlantic Corp. Reduce 0.64% 340 0.01
☰ SLB - Schlumberger Ltd. Reduce 0.74% 550 0.01
☰ 8138927Q - 3 Com Corp. Reduce 0.81% 1,150 0.01
☰ 571300Q - GTE Corp. Reduce 0.84% 132 0.00
☰ NVS - Novartis AG Reduce 0.90% 525 0.01
☰ 3423152Q - Electronic Data Systems Reduce 0.93% 1,375 0.03
☰ WL - Wilmington Trust Reduce 0.95% 450 0.01
☰ MAN - ManpowerGroup Reduce 1.01% 2,747 0.03
☰ 6686 - Motorola Inc Reduce 1.15% 1,000 0.03
☰ ALU - Alcatel SA Reduce 1.35% 2,850 0.03
☰ SRM - Sensormatic Electronics Reduce 1.39% 9,725 0.05
☰ BLS - Bellsouth Corp. Reduce 1.48% 200 0.00
☰ VSH - Vishay Intertechnology Reduce 3.18% 11,340 0.10
☰ WMT - Walmart Inc. Reduce 3.45% 300 0.01
☰ PG - Procter & Gamble Reduce 3.73% 200 0.01
☰ 3285Q - Chase Manahattan Corp. Reduce 5.84% 192 0.01
☰ TOY - Toys "R" Us Reduce 6.20% 14,850 0.08
☰ IV - Mark IV Industries Inc. Reduce 6.77% 24,025 0.18
☰ INTC - Intel Corp. Reduce 7.28% 650 0.02
☰ ARW - Arrow Electronics Reduce 9.79% 26,000 0.17
☰ MCD - McDonald's Corp. Reduce 12.73% 700 0.01
☰ AXP - American Express Reduce 16.79% 10,073 0.51
☰ 920479Q - Lone Star Steakhouse & Saloon Reduce 21.02% 45,100 0.13
☰ PFE - Pfizer Inc. Reduce 26.79% 2,616 0.03
☰ 3277Q - J P Morgan Co. Reduce 35.65% 4,400 0.19
☰ NLOK - Symantec Corp. Reduce 36.42% 3,150 0.04
☰ 3621240Q - Bank One Corporation Reduce 37.38% 30,675 0.40
☰ PRDCQ - Polaroid Inc. Reduce 46.50% 121,851 1.18
☰ GBLXQ - Global Crossing Ltd. Reduce 56.37% 283,880 2.81
☰ OSU - O'Sullivan Industries Sell 100.00% 637,500 3.57
☰ SLMD - SpaceLabs Medical Sell 100.00% 302,750 1.71
☰ 5050 - Exxon Corporation Sell 100.00% 31,939 0.91
☰ OLS - Olsten Corp. Sell 100.00% 157,150 0.61
☰ CKECQ - Carmike Cinemas Sell 100.00% 74,600 0.37
☰ MGNB - Mahoning National Bancorporati Sell 100.00% 9,100 0.13
☰ 3891289Q - Mobil Corp. Sell 100.00% 2,347 0.09
☰ SNA - Snap-On Inc. Sell 100.00% 6,700 0.08
☰ 3054Q - Ameritech Sell 100.00% 2,896 0.07
☰ EBAS - Ebasone Corp. Sell 100.00% 10,000 0.01
Q3 1999
☰ MRKC - Merck & Co., Inc. Reduce 0.19% 100 0.00
☰ SRM - Sensormatic Electronics Reduce 0.21% 1,500 0.01
☰ BMY - Bristol-Myers Squibb Reduce 0.34% 400 0.01
☰ 6683 - General Electric Co. Reduce 0.35% 136 0.01
☰ ALU - Alcatel SA Reduce 0.45% 950 0.01
☰ NVS - Novartis AG Reduce 0.51% 300 0.01
☰ 3423152Q - Electronic Data Systems Reduce 0.61% 900 0.02
☰ 6686 - Motorola Inc Reduce 0.71% 625 0.02
☰ 3161655Q - Mandalay Resort Group Reduce 0.74% 850 0.01
☰ OSU - O'Sullivan Industries Reduce 0.74% 4,750 0.03
☰ CMA - Comerica Bank Reduce 0.75% 375 0.01
☰ FDCP - First Data Corp. Reduce 0.91% 2,100 0.04
☰ AXP - American Express Reduce 0.94% 572 0.03
☰ EKDKQ - Eastman Kodak, Co. Reduce 0.94% 1,113 0.03
☰ PRDCQ - Polaroid Inc. Reduce 0.95% 2,500 0.02
☰ SUNW - Sun Microsystems Inc. Reduce 1.19% 50 0.00
☰ IBM - International Business Machines Corp. Reduce 1.30% 200 0.01
☰ WL - Wilmington Trust Reduce 1.35% 650 0.01
☰ 9486 - Bell Atlantic Corp. Reduce 1.41% 766 0.02
☰ 5050 - Exxon Corporation Reduce 1.97% 642 0.02
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 2.08% 300 0.01
☰ ARW - Arrow Electronics Reduce 2.35% 6,375 0.04
☰ TUPBQ - Tupperware Corp. Reduce 2.35% 4,825 0.04
☰ 300583Q - Atlantic Richfield Co. Reduce 2.63% 150 0.00
☰ IV - Mark IV Industries Inc. Reduce 2.88% 10,525 0.08
☰ 41018Q - Wachovia Corp. Reduce 3.44% 550 0.02
☰ 3891289Q - Mobil Corp. Reduce 4.09% 100 0.00
☰ MCD - McDonald's Corp. Reduce 5.17% 300 0.00
☰ PG - Procter & Gamble Reduce 6.13% 350 0.01
☰ 2235894Q - Lucent Technologies Reduce 7.84% 679 0.02
☰ CKECQ - Carmike Cinemas Reduce 8.30% 6,750 0.04
☰ 3054Q - Ameritech Reduce 9.39% 300 0.01
☰ SLB - Schlumberger Ltd. Reduce 9.57% 7,825 0.16
☰ SLMD - SpaceLabs Medical Reduce 16.25% 58,750 0.38
☰ VSH - Vishay Intertechnology Reduce 36.36% 203,646 1.50
☰ OLS - Olsten Corp. Reduce 73.03% 425,627 0.93
☰ 3546Q - Frontier Corp. Sell 100.00% 261,400 5.30
☰ LRCX - Lam Research Sell 100.00% 93,625 1.51
☰ 2946Q - Banctec Inc. Sell 100.00% 205,150 1.27
☰ GDW - Golden West Financial Sell 100.00% 5,190 0.18
☰ BWE - Bancwest Corp. Sell 100.00% 9,800 0.13
☰ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 2,670 0.13
☰ 253647Q - Time Warner Sell 100.00% 3,200 0.08
☰ WFC - Wells Fargo Sell 100.00% 5,015 0.07
Q2 1999
☰ 3277Q - J P Morgan Co. Reduce 0.61% 75 0.00
☰ 571300Q - GTE Corp. Reduce 0.64% 100 0.00
☰ MRKC - Merck & Co., Inc. Reduce 0.71% 370 0.01
☰ CL - Colgate-Palmolive Reduce 1.03% 25 0.00
☰ BMY - Bristol-Myers Squibb Reduce 1.29% 1,550 0.04
☰ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.42% 650 0.01
☰ 9486 - Bell Atlantic Corp. Reduce 2.06% 1,144 0.02
☰ NVS - Novartis AG Reduce 2.33% 1,400 0.03
☰ STJ - St. Jude Medical Inc. Reduce 2.90% 7,975 0.08
☰ 285939Q - Pharmacia/Upjohn Reduce 4.39% 6,085 0.15
☰ BLS - Bellsouth Corp. Reduce 4.44% 450 0.01
☰ ARW - Arrow Electronics Reduce 4.63% 13,200 0.08
☰ SHX - Shaw Industries Reduce 4.63% 18,450 0.14
☰ SRM - Sensormatic Electronics Reduce 4.65% 34,100 0.13
☰ BOL - Bausch & Lomb Reduce 4.69% 6,475 0.17
☰ LRCX - Lam Research Reduce 4.76% 4,675 0.05
☰ IV - Mark IV Industries Inc. Reduce 4.87% 18,688 0.10
☰ 6686 - Motorola Inc Reduce 5.13% 4,750 0.14
☰ TOY - Toys "R" Us Reduce 5.24% 11,650 0.09
☰ AXP - American Express Reduce 5.50% 3,525 0.17
☰ 3423152Q - Electronic Data Systems Reduce 5.83% 9,175 0.18
☰ 41018Q - Wachovia Corp. Reduce 5.89% 1,000 0.03
☰ FDCP - First Data Corp. Reduce 6.12% 15,000 0.26
☰ BWE - Bancwest Corp. Reduce 6.22% 650 0.01
☰ OSU - O'Sullivan Industries Reduce 6.25% 42,850 0.24
☰ SLMD - SpaceLabs Medical Reduce 6.55% 25,350 0.17
☰ 2951 - Philip Morris Co., Inc. Reduce 6.75% 9,875 0.14
☰ WL - Wilmington Trust Reduce 6.77% 3,500 0.08
☰ PEG - Public Serv. Enterprise Inc. Reduce 7.06% 487 0.01
☰ 3253Q - Aetna Inc. Reduce 7.57% 6,201 0.21
☰ AMGN - Amgen Reduce 10.00% 400 0.01
☰ CKECQ - Carmike Cinemas Reduce 10.46% 9,500 0.07
☰ 3891289Q - Mobil Corp. Reduce 10.56% 289 0.01
☰ 2946Q - Banctec Inc. Reduce 10.87% 25,025 0.12
☰ 3054Q - Ameritech Reduce 17.97% 700 0.02
☰ GPUI - GPU Inc. Reduce 23.74% 1,782 0.03
☰ 3546Q - Frontier Corp. Reduce 24.70% 85,750 1.78
☰ FNMA - Federal Natl. Mortgage Assn. Reduce 25.58% 4,950 0.14
☰ WLA - Warner-Lambert Company Reduce 45.03% 3,920 0.10
☰ GDW - Golden West Financial Reduce 63.19% 8,910 0.34
☰ CTB - Cooper Tire & Rubber Sell 100.00% 294,775 2.16
☰ EPIE - Eskimo Pie Corporation Sell 100.00% 141,400 0.40
☰ JNC-W - John Nuveen Co. Cl. A Sell 100.00% 10,050 0.17
☰ 3459Q - Browning-Ferris Inds. Sell 100.00% 10,000 0.15
☰ CSCO - Cisco Systems Sell 100.00% 2,450 0.11
☰ ED - Consolidated Edison, Inc. Sell 100.00% 5,400 0.10
☰ 2745Q - AirTouch Communications, Inc. Sell 100.00% 2,226 0.09
☰ SPL - Schering Plough Sell 100.00% 3,736 0.08
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